Dimensional ETF Trust - DFAS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 27,823,389 | 2,290,977 | 1.34% | 1.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,449,673 | 778,086 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,821,323 | 561,667 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Index Fund Advisors, Inc. | History | No change | 5,887,790 | 484,800 | 19.25% | 19.25% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 3,276,884 | 269,818 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,262,743 | 268,654 | 3.42% | 3.42% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 2,820,974 | 232,278 | 10.05% | 10.05% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | No change | 2,329,592 | 191,818 | 7.45% | 7.45% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 2,237,685 | 184,250 | 2.09% | 2.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,874,508 | 154,347 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,506,590 | 124,052 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Midwest Trust Co | History | No change | 1,328,794 | 109,412 | 1.24% | 1.24% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 1,279,755 | 105,420 | 0.31% | 0.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,248,027 | 102,762 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,235,907 | 101,762 | 2.91% | 2.91% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Plancorp, LLC | History | No change | 1,246,691 | 100,620 | 2.46% | 2.46% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evanson Financial, LLC | History | No change | 1,217,796 | 100,273 | 4.91% | 4.91% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,200,879 | 98,881 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Financial Group | History | No change | 1,178,528 | 97,039 | 19.51% | 19.51% | 19 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Great Waters Wealth Management | History | Added to | 1,227,703 | 95,048 | 8.55% | 8.77% | 20 | +77,573 | 6.74% | Q3 2026 | Oct 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,127,524 | 92,840 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,127,165 | 92,810 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 1,115,723 | 91,868 | 6.42% | 6.42% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 1,067,070 | 87,862 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 979,623 | 80,662 | 7.88% | 7.88% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 943,404 | 77,679 | 0.66% | 0.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 942,761 | 77,626 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sageworth Trust Co | History | No change | 919,443 | 75,706 | 2.98% | 2.98% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 908,781 | 74,829 | 0.22% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 901,285 | 74,211 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 887,282 | 73,037 | 0.43% | 0.43% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 878,685 | 72,350 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 833,700 | 68,646 | 7.97% | 7.97% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 820,209 | 67,535 | 0.86% | 0.86% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Management Nebraska | History | No change | 808,407 | 66,564 | 5.94% | 5.94% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 724,321 | 59,640 | 10.92% | 10.92% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 719,169 | 59,216 | 5.86% | 5.86% | 37 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cerity Partners LLC | History | No change | 704,902 | 58,042 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 685,880 | 56,474 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 679,277 | 55,931 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 676,193 | 55,677 | 0.21% | 0.21% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 673,027 | 55,417 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 684,518 | 55,131 | 1.1% | 1.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 699,167 | 54,129 | 1.43% | 1.53% | 44 | -20,141 | -2.8% | Q3 2026 | Oct 05, 2026 |
| Three Arch Wealth Management LLC | History | No change | 622,027 | 51,217 | 7.86% | 7.86% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 637,117 | 49,325 | 1.41% | 1.75% | 46 | +33,842 | 5.61% | Q3 2026 | Oct 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 553,678 | 45,589 | 18.47% | 18.47% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 549,404 | 45,238 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 539,346 | 44,409 | 1.93% | 1.93% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 516,155 | 42,500 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 511,559 | 42,121 | 0.45% | 0.45% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 511,228 | 42,094 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 505,291 | 41,605 | 2.61% | 2.61% | 53 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 504,189 | 41,514 | 8.64% | 8.64% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWMG, LLC | History | Added to | 534,904 | 41,412 | 2.98% | 3.04% | 55 | +23,387 | 4.57% | Q3 2026 | Oct 07, 2026 |
| Corient Private Wealth LP | History | No change | 493,378 | 40,624 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 492,155 | 40,525 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richard Young Associates, Ltd. | History | No change | 463,838 | 38,192 | 25.38% | 25.38% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DecisionPoint Financial, LLC | History | No change | 451,314 | 37,039 | 6.86% | 6.86% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Austin Asset Management Co Inc | History | No change | 447,771 | 36,869 | 5.14% | 5.14% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Investment Group, Inc. | History | No change | 433,167 | 35,666 | 4.79% | 4.79% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 433,095 | 35,661 | 3.97% | 3.97% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 426,641 | 35,129 | 13.52% | 13.52% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 420,588 | 34,631 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 420,312 | 34,608 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 418,581 | 34,466 | 2.53% | 2.53% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 433,745 | 33,580 | 0.24% | 0.25% | 67 | +45,609 | 11.75% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 399,583 | 32,729 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 392,045 | 32,280 | 10.79% | 10.79% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 396,207 | 30,872 | 0.39% | 0.41% | 70 | +38,279 | 10.69% | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 368,474 | 30,340 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanager Wealth Management LLP | History | No change | 366,497 | 30,177 | 2.63% | 2.63% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 365,926 | 30,130 | 13.34% | 13.34% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 361,150 | 29,737 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASSETMARK, INC | History | No change | 359,277 | 29,582 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | No change | 358,848 | 29,547 | 0.32% | 0.32% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 358,595 | 29,526 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Your Advocates Ltd., LLP | History | No change | 347,763 | 28,634 | 8.18% | 8.18% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tillman Hartley LLC | History | No change | 342,420 | 28,194 | 6.33% | 6.33% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guardian Wealth Management, LLC | History | No change | 338,393 | 27,863 | 7.81% | 7.81% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 324,817 | 26,745 | 5.3% | 5.3% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Foster Group, Inc. | History | No change | 321,166 | 26,444 | 0.7% | 0.7% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advisory Alpha, LLC | History | No change | 320,063 | 26,354 | 0.65% | 0.65% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 317,417 | 26,136 | 0.38% | 0.38% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tilson Financial Group, Inc. | History | No change | 314,786 | 25,919 | 7.13% | 7.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 309,328 | 25,470 | 2.01% | 2.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 304,730 | 25,091 | 4.03% | 4.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Timonier Family Office, LTD. | History | No change | 302,816 | 24,933 | 7.04% | 7.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 301,920 | 24,860 | 0.3% | 0.3% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Planning Center, Inc. | History | No change | 300,501 | 24,743 | 2.33% | 2.33% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forum Private Client Group LLC | History | No change | 298,118 | 24,547 | 7.31% | 7.31% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 295,411 | 24,324 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 290,953 | 23,957 | 11.71% | 11.71% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 289,884 | 23,869 | 5.09% | 5.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 289,794 | 23,861 | 12.48% | 12.48% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 307,848 | 23,833 | 6.47% | 6.79% | 96 | +12,544 | 4.25% | Q3 2026 | Oct 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 286,224 | 23,567 | 1.94% | 1.94% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McNamara Financial Services, Inc. | History | No change | 283,052 | 23,306 | 4.02% | 4.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MASECO LLP | History | No change | 282,786 | 23,284 | 0.65% | 0.65% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 278,687 | 22,947 | 1.95% | 1.95% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | No change | 274,915 | 22,636 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 271,181 | 22,329 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 270,820 | 22,299 | 9.47% | 9.47% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 264,616 | 21,788 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 263,071 | 21,661 | 1.39% | 1.39% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EnRich Financial Partners LLC | History | No change | 255,558 | 21,042 | 5.0% | 5.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 255,152 | 21,009 | 0.96% | 0.96% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WPWealth LLP | History | No change | 253,917 | 20,907 | 3.1% | 3.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 251,896 | 20,741 | 1.67% | 1.67% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 250,557 | 20,630 | 9.66% | 9.66% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 248,065 | 20,425 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 244,219 | 20,108 | 0.34% | 0.34% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 241,729 | 19,802 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 239,327 | 19,706 | 0.27% | 0.27% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lutz Financial Services LLC | History | No change | 238,326 | 19,623 | 1.19% | 1.19% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McLean Asset Management Corp | History | No change | 241,473 | 19,566 | 2.59% | 2.59% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 236,987 | 19,513 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 234,827 | 19,335 | 4.22% | 4.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | No change | 235,674 | 19,278 | 2.64% | 2.64% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Hampshire Trust | History | No change | 225,414 | 18,560 | 3.5% | 3.5% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 224,550 | 18,489 | 13.03% | 13.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Financial Advisors, LLC | History | No change | 224,344 | 18,472 | 2.81% | 2.81% | 122 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| True Link Financial Advisors, LLC | History | No change | 220,656 | 18,168 | 1.05% | 1.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 229,457 | 17,764 | 2.06% | 2.18% | 124 | +3,347 | 1.48% | Q3 2026 | Oct 13, 2026 |
| Aspen Capital Management, LLC | History | No change | 214,183 | 17,635 | 3.89% | 3.89% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Factor Wealth Management LTD | History | Added to | 227,746 | 17,632 | 2.7% | 2.82% | 126 | +1,134 | 0.5% | Q3 2026 | Oct 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 205,995 | 16,961 | 6.69% | 6.69% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 199,457 | 16,423 | 4.66% | 4.66% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 262,130 | 16,372 | 0.02% | 0.03% | 129 | -6,985 | -2.6% | Q3 2026 | Oct 13, 2026 |
| CGN Advisors LLC | History | No change | 197,455 | 16,258 | 1.19% | 1.19% | 130 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Bridgewater Advisors Inc. | History | No change | 193,874 | 15,955 | 0.87% | 0.87% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 203,180 | 15,730 | 9.0% | 9.22% | 132 | +11,268 | 5.87% | Q3 2026 | Oct 08, 2026 |
| AIRE ADVISORS, LLC | History | No change | 190,980 | 15,725 | 2.56% | 2.56% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Sage Partners, LLC | History | No change | 190,254 | 15,665 | 2.22% | 2.22% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 189,932 | 15,639 | 1.21% | 1.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 200,866 | 15,551 | 0.44% | 0.47% | 136 | +219 | 0.11% | Q3 2026 | Oct 13, 2026 |
| Burk Holdings LLC | History | No change | 188,591 | 15,528 | 5.74% | 5.74% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 186,248 | 15,335 | 1.22% | 1.22% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 185,715 | 15,291 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 185,231 | 15,251 | 1.52% | 1.52% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CONNABLE OFFICE INC | History | No change | 184,557 | 15,196 | 1.34% | 1.34% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Investment Services, Inc. | History | No change | 183,701 | 15,125 | 3.2% | 3.2% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 182,371 | 15,016 | 3.73% | 3.73% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 180,549 | 14,866 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 191,362 | 14,815 | 2.33% | 2.53% | 145 | -772 | -0.4% | Q3 2026 | Oct 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 179,901 | 14,813 | 3.02% | 3.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invst, LLC | History | No change | 177,551 | 14,619 | 1.43% | 1.43% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 176,436 | 14,527 | 0.17% | 0.17% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 175,491 | 14,449 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 173,300 | 14,269 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 182,449 | 14,125 | 3.64% | 3.83% | 151 | +1,367 | 0.75% | Q3 2026 | Oct 08, 2026 |
| Pioneer Wealth Management Group | History | Added to | 179,644 | 13,908 | 3.28% | 3.47% | 152 | +5,044 | 2.89% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 168,970 | 13,842 | 0.45% | 0.45% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 166,905 | 13,742 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DRAVO BAY LLC | History | No change | 163,345 | 13,449 | 4.65% | 4.65% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 173,058 | 13,398 | 8.31% | 9.38% | 156 | -10,750 | -5.85% | Q3 2026 | Oct 07, 2026 |
| Allworth Financial LP | History | No change | 161,542 | 13,301 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 159,251 | 13,112 | 5.18% | 5.18% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 158,743 | 13,070 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 155,022 | 12,764 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 153,751 | 12,659 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Partners, LLC | History | No change | 153,373 | 12,628 | 2.97% | 2.97% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 152,737 | 12,576 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VeraBank, N.A. | History | No change | 152,676 | 12,571 | 2.08% | 2.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 173,609 | 12,348 | 0.34% | 0.34% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 149,093 | 12,276 | 2.9% | 2.9% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 147,590 | 12,152 | 1.05% | 1.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WorthPointe, LLC | History | No change | 146,985 | 12,102 | 3.04% | 3.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Envision Financial Planning, LLC | History | No change | 143,153 | 11,787 | 3.84% | 3.84% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 143,008 | 11,775 | 0.79% | 0.79% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | No change | 141,576 | 11,657 | 0.35% | 0.35% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forum Financial Management, LP | History | No change | 141,455 | 11,647 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 141,095 | 11,617 | 9.03% | 9.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daner Wealth Management, LLC | History | No change | 135,563 | 11,410 | 6.19% | 6.19% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colorado Capital Management, Inc. | History | No change | 138,520 | 11,406 | 3.89% | 3.89% | 175 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 138,463 | 11,401 | 0.26% | 0.26% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEM Asset Management, LLC | History | Added to | 144,253 | 11,168 | 4.44% | 4.43% | 177 | +7,640 | 5.59% | Q3 2026 | Oct 13, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 134,696 | 11,090 | 0.97% | 0.97% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 134,526 | 11,076 | 1.57% | 1.57% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 132,295 | 10,893 | 4.1% | 4.1% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 130,300 | 10,728 | 3.33% | 3.33% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 129,369 | 10,494 | 1.63% | 1.63% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 127,129 | 10,469 | 0.48% | 0.48% | 183 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Hardy Reed LLC | History | No change | 126,528 | 10,418 | 0.67% | 0.67% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 125,618 | 10,343 | 4.48% | 4.48% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFO Wealth Partners, LLC | History | No change | 123,258 | 10,149 | 1.1% | 1.1% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 122,072 | 10,051 | 0.65% | 0.65% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | No change | 121,633 | 10,015 | 2.18% | 2.18% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 120,763 | 9,942 | 3.88% | 3.88% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 120,162 | 9,894 | 1.6% | 1.6% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 120,004 | 9,881 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 119,981 | 9,879 | 5.68% | 5.68% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 119,256 | 9,819 | 2.3% | 2.3% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MBA Advisors LLC | History | No change | 118,728 | 9,776 | 3.29% | 3.29% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 113,731 | 9,495 | 3.81% | 3.81% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 114,469 | 9,425 | 2.3% | 2.3% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASPIRIANT, LLC | History | No change | 113,295 | 9,328 | 0.23% | 0.23% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KPP Advisory Services LLC | History | No change | 111,946 | 9,217 | 1.17% | 1.17% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Platform Technology Partners | History | No change | 111,354 | 9,168 | 1.5% | 1.5% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Yardley Wealth Management LLC | History | No change | 109,981 | 9,055 | 4.11% | 4.11% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 109,860 | 9,045 | 0.7% | 0.7% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 108,962 | 8,972 | 5.7% | 5.7% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 108,722 | 8,952 | 2.1% | 2.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forza Wealth Management, LLC | History | No change | 106,322 | 8,754 | 2.69% | 2.69% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aegis Wealth Management LLC | History | No change | 105,196 | 8,661 | 4.07% | 4.07% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TME FINANCIAL, INC. | History | No change | 103,731 | 8,541 | 5.27% | 5.27% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 103,413 | 8,515 | 2.22% | 2.22% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | No change | 102,292 | 8,422 | 0.13% | 0.13% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ruggaard & Associates LLC | History | No change | 102,255 | 8,419 | 3.02% | 3.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LAM GROUP, INC. | History | No change | 101,138 | 8,327 | 4.14% | 4.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 100,412 | 8,267 | 4.33% | 4.33% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 98,702 | 8,127 | 5.01% | 5.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JDH Wealth Management, LLC | History | No change | 98,258 | 8,090 | 4.92% | 4.92% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cordant, Inc. | History | No change | 97,484 | 8,026 | 2.89% | 2.89% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 97,198 | 8,003 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 96,633 | 7,953 | 5.73% | 5.73% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navigoe, LLC | History | No change | 95,551 | 7,867 | 4.11% | 4.11% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 95,451 | 7,859 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 95,003 | 7,822 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parker Financial LLC | History | No change | 94,250 | 7,763 | 2.84% | 2.84% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JMG Financial Group, Ltd. | History | No change | 93,925 | 7,733 | 0.19% | 0.19% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Zhang Financial LLC | History | No change | 92,604 | 7,625 | 0.22% | 0.22% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 91,061 | 7,497 | 5.07% | 5.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 90,155 | 7,423 | 1.94% | 1.94% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,442 | 7,364 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 89,271 | 7,350 | 0.18% | 0.18% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 93,229 | 7,217 | 0.64% | 1.3% | 227 | -82,275 | -46.88% | Q3 2026 | Oct 09, 2026 |
| Visionary Wealth Advisors | History | No change | 86,969 | 7,161 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 86,944 | 7,158 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 91,016 | 7,046 | 0.38% | 0.6% | 230 | -39,641 | -30.34% | Q3 2026 | Oct 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 87,923 | 6,806 | 2.08% | 2.99% | 231 | -56,871 | -39.28% | Q3 2026 | Oct 13, 2026 |
| Larson Financial Group LLC | History | No change | 82,565 | 6,798 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 82,505 | 6,793 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 86,151 | 6,749 | 1.08% | 1.11% | 234 | +2,610 | 3.12% | Q3 2026 | Oct 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 81,423 | 6,704 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | No change | 79,436 | 6,540 | 0.88% | 0.88% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | No change | 78,776 | 6,486 | 0.48% | 0.48% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seneschal Advisors, LLC | History | No change | 78,782 | 6,486 | 4.44% | 4.44% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 83,157 | 6,438 | 1.33% | 1.44% | 239 | -2,471 | -2.89% | Q3 2026 | Oct 05, 2026 |
| First Financial Group Corp | History | No change | 78,084 | 6,429 | 4.65% | 4.65% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 75,964 | 6,254 | 0.75% | 0.75% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 75,923 | 6,251 | 2.44% | 2.44% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 80,433 | 6,227 | 2.42% | 2.51% | 243 | +3,416 | 4.44% | Q3 2026 | Oct 08, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 75,263 | 6,197 | 2.21% | 2.21% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 86,889 | 6,180 | 0.53% | 0.53% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frankly Finances, LLC | History | No change | 73,891 | 6,084 | 4.81% | 4.81% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CPA Asset Management Group, LLC | History | No change | 73,854 | 6,081 | 1.75% | 1.75% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 73,811 | 6,077 | 0.2% | 0.2% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigate Wealth Management, LLC | History | No change | 73,968 | 6,000 | 3.72% | 3.72% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 72,662 | 5,982 | 2.0% | 2.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 72,051 | 5,932 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Linscomb Wealth, Inc. | History | No change | 71,986 | 5,927 | 0.26% | 0.26% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Napier Financial, LLC | History | No change | 71,522 | 5,889 | 1.23% | 1.23% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | No change | 70,902 | 5,838 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 70,708 | 5,822 | 0.7% | 0.7% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 69,763 | 5,744 | 0.29% | 0.29% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| True Freedom Investing, LLC | History | No change | 79,900 | 5,683 | 0.44% | 0.44% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 68,849 | 5,669 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Altiora Financial Group, LLC | History | No change | 67,906 | 5,591 | 0.88% | 0.88% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 67,765 | 5,579 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 66,348 | 5,463 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 65,648 | 5,405 | 1.81% | 1.81% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 65,459 | 5,389 | 1.7% | 1.7% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 64,953 | 5,348 | 3.49% | 3.49% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stadion Money Management, LLC | History | No change | 64,849 | 5,339 | 0.46% | 0.46% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | No change | 63,949 | 5,265 | 2.0% | 2.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 67,597 | 5,260 | 3.64% | 3.74% | 267 | +6,631 | 10.88% | Q3 2026 | Oct 13, 2026 |
| COMMERCE BANK | History | No change | 63,548 | 5,232 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 63,017 | 5,188 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategent Financial, LLC | History | No change | 63,007 | 5,187 | 2.99% | 2.99% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 62,437 | 5,141 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 62,237 | 5,124 | 3.89% | 3.89% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 61,850 | 5,092 | 1.74% | 1.74% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 61,513 | 5,064 | 0.67% | 0.67% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 61,391 | 5,054 | 1.86% | 1.86% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 61,310 | 5,048 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 61,038 | 5,025 | 0.5% | 0.5% | 277 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 64,730 | 5,011 | 0.09% | 0.09% | 278 | +956 | 1.5% | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 60,779 | 5,004 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 64,171 | 4,968 | 0.71% | 0.16% | 280 | +52,738 | 461.28% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 60,199 | 4,957 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Broadhurst Jeffrey B | History | No change | 58,515 | 4,818 | 10.25% | 10.25% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 62,033 | 4,802 | 0.46% | 0.51% | 283 | +1,236 | 2.03% | Q3 2026 | Oct 13, 2026 |
| Colony Family Offices, LLC | History | No change | 58,286 | 4,799 | 1.05% | 1.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 61,846 | 4,788 | 3.84% | 4.32% | 285 | -643 | -1.03% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 58,064 | 4,780 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 57,971 | 4,773 | 0.77% | 0.77% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 57,927 | 4,769 | 1.49% | 1.49% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Adelphi Trust Co | History | Added to | 59,429 | 4,600 | 3.03% | 3.18% | 289 | +1,174 | 2.02% | Q3 2026 | Oct 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 55,580 | 4,576 | 0.4% | 0.4% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aspen Wealth Management LLC | History | No change | 55,413 | 4,562 | 0.77% | 0.77% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | No change | 55,354 | 4,557 | 0.22% | 0.22% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 54,590 | 4,494 | 1.52% | 1.52% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 54,145 | 4,458 | 0.69% | 0.69% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CLG LLC | History | Reduced | 57,223 | 4,430 | 0.92% | 1.11% | 295 | -4,237 | -6.89% | Q3 2026 | Oct 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 52,888 | 4,354 | 0.24% | 0.24% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 52,865 | 4,352 | 1.65% | 1.65% | 297 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BCM ADVISORS, LLC | History | No change | 53,519 | 4,321 | 0.84% | 0.84% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 51,763 | 4,262 | 2.47% | 2.47% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 51,481 | 4,238 | 2.86% | 2.86% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |