Dimensional ETF Trust - DFAT
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.
Details.
Showing first 300 of
861 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 13,305,154 | 930,030 | 0.54% | 0.54% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 12,491,981 | 873,189 | 0.89% | 0.89% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | No change | 10,383,581 | 725,812 | 9.32% | 9.32% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Index Fund Advisors, Inc. | History | No change | 6,328,437 | 442,357 | 17.56% | 17.56% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,711,959 | 399,265 | 5.08% | 5.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,632,475 | 393,709 | 3.34% | 3.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 5,350,293 | 374,988 | 1.1% | 1.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,751,916 | 332,158 | 1.27% | 1.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 2,814,122 | 196,707 | 15.55% | 15.55% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 2,548,907 | 178,168 | 11.21% | 11.21% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apella Capital, LLC | History | No change | 2,077,701 | 144,088 | 2.03% | 2.03% | 11 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,834,767 | 128,250 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,801,593 | 125,931 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 1,785,984 | 124,840 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co of the South | History | No change | 1,754,110 | 122,612 | 17.26% | 17.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,681,761 | 117,555 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,618,758 | 113,151 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 1,505,769 | 105,253 | 6.79% | 6.79% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,491,922 | 104,225 | 3.39% | 3.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truepoint, Inc. | History | No change | 1,464,173 | 102,345 | 2.14% | 2.14% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 1,438,350 | 100,238 | 21.67% | 21.67% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,391,428 | 97,260 | 0.48% | 0.48% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 1,335,533 | 93,354 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,258,840 | 87,992 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Premier Financial Group | History | No change | 1,182,811 | 82,678 | 16.63% | 16.63% | 25 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,178,115 | 79,573 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sensible Money, LLC | History | No change | 1,091,399 | 76,288 | 20.23% | 20.23% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evanson Financial, LLC | History | No change | 1,090,019 | 76,192 | 3.73% | 3.73% | 28 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 1,060,969 | 74,161 | 0.31% | 0.31% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,024,195 | 71,591 | 7.52% | 7.52% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 925,410 | 64,686 | 10.39% | 10.39% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 922,732 | 64,498 | 0.94% | 0.94% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Team Hewins, LLC | History | No change | 917,911 | 64,161 | 17.55% | 17.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Great Waters Wealth Management | History | No change | 888,357 | 62,096 | 5.75% | 5.75% | 34 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 846,849 | 59,203 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 845,930 | 59,130 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 825,208 | 57,682 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 823,931 | 57,592 | 1.67% | 1.67% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 816,647 | 57,083 | 20.4% | 20.4% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 787,152 | 55,021 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 770,649 | 53,868 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 756,908 | 52,907 | 4.34% | 4.34% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 758,035 | 52,827 | 1.29% | 1.29% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RW Investment Management LLC | History | No change | 741,761 | 51,849 | 4.55% | 4.55% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Three Arch Wealth Management LLC | History | No change | 730,943 | 51,092 | 7.84% | 7.84% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 712,667 | 49,815 | 3.65% | 3.65% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 775,382 | 48,422 | 1.97% | 1.97% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 685,036 | 47,884 | 7.75% | 7.75% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 662,401 | 46,301 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 658,102 | 45,975 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 636,708 | 44,505 | 16.09% | 16.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspen Wealth Management LLC | History | No change | 584,682 | 40,869 | 6.94% | 6.94% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richard Young Associates, Ltd. | History | No change | 558,629 | 39,048 | 25.95% | 25.95% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 554,562 | 38,763 | 1.11% | 1.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Harvest, LLC | History | No change | 538,074 | 37,611 | 15.55% | 15.55% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 529,301 | 36,998 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 505,941 | 35,365 | 2.37% | 2.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EnRich Financial Partners LLC | History | No change | 504,548 | 35,267 | 8.38% | 8.38% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 472,417 | 33,021 | 2.07% | 2.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 472,327 | 33,015 | 2.32% | 2.32% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Planning Center, Inc. | History | No change | 467,301 | 32,664 | 3.08% | 3.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 465,341 | 32,527 | 1.41% | 1.41% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 461,947 | 32,290 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthAvenue LLC | History | No change | 455,179 | 31,816 | 22.79% | 22.79% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 454,658 | 31,780 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Babb Wealth Advisors LLC | History | No change | 453,835 | 31,723 | 15.29% | 15.29% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 447,591 | 31,286 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 445,523 | 31,142 | 5.07% | 5.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 436,219 | 30,491 | 0.51% | 0.51% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squire Investment Management Company, LLC | History | No change | 432,120 | 30,205 | 7.27% | 7.27% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Watchman Group, Inc. | History | No change | 431,658 | 30,172 | 6.74% | 6.74% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 429,100 | 29,994 | 13.28% | 13.28% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allen Capital Group, LLC | History | No change | 421,972 | 29,495 | 2.4% | 2.4% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 411,492 | 28,763 | 3.19% | 3.19% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Financial Group, LLC | History | No change | 405,762 | 28,362 | 8.94% | 8.93% | 75 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Meritas Wealth Management, LLC | History | No change | 403,496 | 28,204 | 11.01% | 11.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 390,415 | 27,290 | 11.74% | 11.74% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 387,111 | 27,026 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foster Group, Inc. | History | No change | 385,529 | 26,948 | 0.72% | 0.72% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 384,734 | 26,892 | 8.09% | 8.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 384,676 | 26,888 | 6.55% | 6.55% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TFO Wealth Partners, LLC | History | No change | 381,720 | 26,682 | 2.9% | 2.9% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 380,189 | 26,575 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 373,158 | 26,083 | 0.32% | 0.32% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 369,252 | 25,810 | 2.94% | 2.94% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Triune Financial Partners, LLC | History | No change | 366,685 | 25,631 | 5.35% | 5.35% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 365,048 | 25,516 | 6.34% | 6.34% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 363,048 | 25,377 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Elser Financial Planning, Inc | History | No change | 358,376 | 25,050 | 1.09% | 1.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 355,243 | 24,831 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Guardian Wealth Management, LLC | History | No change | 352,499 | 24,639 | 6.91% | 6.91% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 349,809 | 24,451 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 344,964 | 24,112 | 0.95% | 0.95% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 343,578 | 24,016 | 0.26% | 0.26% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tillman Hartley LLC | History | No change | 331,926 | 23,201 | 5.21% | 5.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 329,931 | 23,062 | 5.12% | 5.12% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RS CRUM INC. | History | No change | 326,265 | 22,805 | 4.28% | 4.28% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 325,065 | 22,722 | 0.18% | 0.18% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 319,755 | 22,306 | 19.11% | 19.11% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 315,251 | 22,036 | 0.37% | 0.37% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 314,291 | 21,968 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 311,403 | 21,767 | 11.09% | 11.09% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 307,986 | 21,528 | 1.67% | 1.67% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestmont Private Wealth LLC | History | No change | 306,999 | 21,459 | 6.02% | 6.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 305,344 | 21,343 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 304,985 | 21,318 | 2.47% | 2.47% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 302,749 | 21,162 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 301,743 | 21,091 | 8.42% | 8.42% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 301,249 | 21,057 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 297,598 | 20,802 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prism Advisors, Inc. | History | No change | 293,957 | 20,547 | 4.99% | 4.99% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 292,783 | 20,465 | 7.44% | 7.44% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 288,960 | 20,198 | 13.67% | 13.67% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 283,605 | 19,824 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 277,525 | 19,399 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 276,118 | 19,300 | 4.93% | 4.93% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Capital Management, LLC | History | No change | 274,326 | 19,175 | 4.23% | 4.23% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 273,681 | 19,130 | 5.99% | 5.99% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 273,030 | 19,084 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPWealth LLP | History | No change | 252,326 | 17,637 | 2.62% | 2.62% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 251,645 | 17,590 | 1.74% | 1.74% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | No change | 245,275 | 17,144 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 237,571 | 16,606 | 12.9% | 12.9% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Graver Capital Management, LLC | History | No change | 235,845 | 16,485 | 11.74% | 11.74% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 234,704 | 16,405 | 2.59% | 2.59% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLIO Financial Planning | History | No change | 233,804 | 16,342 | 4.05% | 4.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McLean Asset Management Corp | History | No change | 226,497 | 16,020 | 2.12% | 2.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 225,571 | 15,767 | 1.79% | 1.79% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 221,622 | 15,491 | 6.03% | 6.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Navigoe, LLC | History | No change | 220,712 | 15,427 | 8.07% | 8.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JDH Wealth Management, LLC | History | No change | 217,913 | 15,232 | 9.27% | 9.27% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Management Nebraska | History | No change | 212,794 | 14,874 | 1.33% | 1.33% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 212,725 | 14,869 | 3.49% | 3.49% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 209,327 | 14,631 | 3.85% | 3.85% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 205,886 | 14,391 | 7.53% | 7.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 203,905 | 14,255 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | No change | 203,733 | 14,240 | 3.79% | 3.79% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capstone Wealth Management, LLC | History | No change | 195,951 | 13,696 | 6.36% | 6.36% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Navigation Group, LLC | History | No change | 194,545 | 13,598 | 2.65% | 2.65% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASPIRIANT, LLC | History | No change | 188,313 | 13,163 | 0.32% | 0.32% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 187,138 | 13,080 | 1.28% | 1.28% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 185,194 | 12,945 | 5.06% | 5.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 181,348 | 12,676 | 0.38% | 0.38% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 181,265 | 12,670 | 0.33% | 0.33% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | No change | 180,235 | 12,598 | 4.07% | 4.07% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 177,700 | 12,421 | 6.07% | 6.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 176,118 | 12,310 | 0.3% | 0.3% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANCE WEALTH, LLC | History | No change | 167,087 | 11,679 | 2.63% | 2.63% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Wealth Management Group | History | No change | 166,160 | 11,614 | 2.81% | 2.81% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 161,696 | 11,302 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 169,169 | 11,239 | 2.2% | 2.64% | 151 | -8,466 | -4.77% | Q3 2026 | Oct 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 154,990 | 10,937 | 1.06% | 1.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 155,004 | 10,834 | 0.56% | 0.56% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 151,219 | 10,570 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 149,852 | 10,474 | 4.84% | 4.84% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lutz Financial Services LLC | History | No change | 148,452 | 10,376 | 0.63% | 0.63% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 148,338 | 10,368 | 5.42% | 5.42% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 147,297 | 10,296 | 2.4% | 2.4% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Austin Asset Management Co Inc | History | No change | 146,543 | 10,243 | 1.43% | 1.43% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avondale Wealth Management | History | No change | 146,346 | 10,229 | 4.17% | 4.17% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 142,535 | 9,963 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| American Investment Services, Inc. | History | No change | 142,440 | 9,956 | 2.1% | 2.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 142,098 | 9,932 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 141,622 | 9,899 | 2.26% | 2.26% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| City State Bank | History | No change | 141,574 | 9,896 | 2.27% | 2.27% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 139,004 | 9,716 | 8.32% | 8.32% | 166 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 137,045 | 9,579 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 134,622 | 9,410 | 2.18% | 2.18% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 134,493 | 9,401 | 4.1% | 4.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 132,896 | 9,289 | 3.5% | 3.5% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 131,831 | 9,214 | 4.57% | 4.57% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 131,670 | 9,203 | 0.91% | 0.91% | 172 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 137,257 | 9,119 | 2.34% | 2.49% | 173 | +409 | 0.3% | Q3 2026 | Oct 06, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 128,433 | 8,977 | 2.89% | 2.89% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 128,258 | 8,965 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | No change | 128,199 | 8,961 | 1.22% | 1.22% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 127,321 | 8,899 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 126,195 | 8,821 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 125,860 | 8,797 | 2.48% | 2.48% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rather & Kittrell, Inc. | History | No change | 123,490 | 8,631 | 1.21% | 1.21% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 120,467 | 8,420 | 0.32% | 0.32% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 120,431 | 8,418 | 2.61% | 2.61% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 134,174 | 8,379 | 1.05% | 1.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 118,676 | 8,295 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SACHEM HILL LLC | History | No change | 117,220 | 8,193 | 1.46% | 1.46% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 114,468 | 8,033 | 6.03% | 6.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 114,095 | 7,975 | 2.25% | 2.25% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TAGStone Capital, Inc. | History | No change | 108,877 | 7,610 | 2.42% | 2.42% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 107,010 | 7,480 | 2.15% | 2.15% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seneschal Advisors, LLC | History | No change | 106,795 | 7,464 | 5.11% | 5.11% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 103,198 | 7,213 | 2.65% | 2.65% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 103,000 | 7,199 | 3.18% | 3.18% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BWM Planning, LLC | History | No change | 102,496 | 7,164 | 1.66% | 1.66% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 102,290 | 7,150 | 0.94% | 0.94% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 100,807 | 7,046 | 2.56% | 2.56% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mills Wealth Advisors LLC | History | No change | 100,698 | 7,038 | 2.22% | 2.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Weinberger Asset Management, Inc | History | No change | 98,455 | 6,963 | 2.23% | 2.23% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 99,318 | 6,942 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 99,069 | 6,924 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 97,208 | 6,794 | 6.48% | 6.48% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 96,606 | 6,752 | 4.92% | 4.92% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 96,061 | 6,714 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 92,368 | 6,456 | 3.73% | 3.73% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestment Financial LLC | History | No change | 92,817 | 6,424 | 2.88% | 2.88% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 91,789 | 6,416 | 1.68% | 1.68% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 90,713 | 6,340 | 0.6% | 0.6% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greenspring Advisors, LLC | History | No change | 90,699 | 6,339 | 0.35% | 0.35% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 90,520 | 6,327 | 1.07% | 1.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gibson Capital, LLC | History | No change | 88,993 | 6,220 | 1.02% | 1.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 88,166 | 6,162 | 1.69% | 1.69% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 87,969 | 6,149 | 1.16% | 1.16% | 211 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 87,115 | 6,089 | 3.95% | 3.95% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WorthPointe, LLC | History | No change | 87,024 | 6,082 | 1.53% | 1.53% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 86,953 | 6,078 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 86,651 | 6,056 | 3.47% | 3.47% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 85,938 | 6,007 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burk Holdings LLC | History | No change | 84,639 | 5,916 | 2.19% | 2.19% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 84,406 | 5,900 | 1.89% | 1.89% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 83,906 | 5,865 | 0.33% | 0.33% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Platform Wealth Management, LLC | History | No change | 83,404 | 5,829 | 2.13% | 2.13% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 83,077 | 5,807 | 1.73% | 1.73% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shearwater Capital LLC | History | No change | 82,111 | 5,739 | 2.74% | 2.74% | 222 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 81,639 | 5,706 | 2.2% | 2.2% | 223 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 81,546 | 5,700 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aviance Capital Partners, LLC | History | No change | 80,609 | 5,634 | 0.58% | 0.58% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Factor Wealth Management LTD | History | No change | 79,675 | 5,569 | 0.84% | 0.84% | 226 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | No change | 79,250 | 5,539 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 77,213 | 5,397 | 0.54% | 0.54% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 77,148 | 5,392 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Wing Wealth Management | History | No change | 76,449 | 5,343 | 2.79% | 2.79% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Certified Advisory Corp | History | No change | 76,187 | 5,325 | 0.43% | 0.43% | 231 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 75,642 | 5,287 | 1.31% | 1.31% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | No change | 75,635 | 5,286 | 0.28% | 0.28% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 75,562 | 5,281 | 0.58% | 0.58% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 74,672 | 5,219 | 0.24% | 0.24% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 74,620 | 5,215 | 0.69% | 0.69% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 73,270 | 5,121 | 1.94% | 1.94% | 237 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 73,148 | 5,113 | 0.99% | 0.99% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integras Partners LLC | History | No change | 73,026 | 5,104 | 2.82% | 2.82% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 71,642 | 5,007 | 0.97% | 0.97% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frankly Finances, LLC | History | No change | 71,580 | 5,003 | 3.95% | 3.95% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evensky & Katz LLC | History | No change | 71,295 | 4,984 | 0.26% | 0.26% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ares Financial Consulting, LLC | History | No change | 71,147 | 4,973 | 3.57% | 3.57% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Asset Management, LLC | History | No change | 70,727 | 4,943 | 2.43% | 2.43% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 70,151 | 4,903 | 1.64% | 1.64% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 69,706 | 4,872 | 0.35% | 0.35% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 69,376 | 4,849 | 1.13% | 1.13% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Level Financial Advisors | History | No change | 69,302 | 4,844 | 1.08% | 1.08% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 68,978 | 4,821 | 0.49% | 0.49% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broadhurst Jeffrey B | History | No change | 68,950 | 4,819 | 10.25% | 10.25% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 68,695 | 4,801 | 1.18% | 1.18% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 68,249 | 4,770 | 2.72% | 2.72% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 66,577 | 4,653 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 76,992 | 4,584 | 1.43% | 1.43% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belleair Asset Management, LLC | History | No change | 64,613 | 4,516 | 3.8% | 3.8% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 63,856 | 4,463 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 63,378 | 4,430 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| InTrack Investment Management Inc | History | No change | 63,336 | 4,427 | 2.19% | 2.19% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,913 | 4,397 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 62,861 | 4,393 | 0.19% | 0.19% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 61,671 | 4,310 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Burton Enright Welch | History | No change | 60,666 | 4,240 | 0.5% | 0.5% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vantage Point Financial LLC | History | No change | 59,930 | 4,189 | 1.28% | 1.28% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 59,452 | 4,155 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 59,182 | 4,136 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 59,060 | 4,128 | 3.57% | 3.57% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Thayer Financial, L.L.C. | History | No change | 58,801 | 4,110 | 3.74% | 3.74% | 267 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Walsh & Associates, LLC | History | No change | 58,493 | 4,088 | 3.34% | 3.34% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 58,053 | 4,057 | 0.45% | 0.45% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 57,957 | 4,051 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 57,751 | 4,036 | 0.5% | 0.5% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 57,635 | 4,028 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 57,253 | 4,002 | 1.23% | 1.23% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 56,377 | 3,940 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 55,778 | 3,898 | 0.74% | 0.74% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 55,360 | 3,869 | 1.2% | 1.2% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 55,190 | 3,857 | 2.57% | 2.57% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 55,017 | 3,845 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 54,521 | 3,811 | 3.12% | 3.12% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AG Asset Advisory, LLC | History | No change | 53,783 | 3,759 | 3.04% | 3.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Freedom Investment Management, Inc. | History | No change | 53,524 | 3,741 | 1.04% | 1.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Symmetry Partners, LLC | History | No change | 53,496 | 3,739 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 53,206 | 3,719 | 0.41% | 0.41% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 52,478 | 3,668 | 0.12% | 0.12% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 52,472 | 3,667 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generations Wealth, LLC | History | No change | 52,335 | 3,658 | 3.47% | 3.47% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 52,064 | 3,639 | 2.76% | 2.76% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategent Financial, LLC | History | No change | 51,529 | 3,601 | 2.07% | 2.07% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Johnson Wealth Management, LLC | History | No change | 51,250 | 3,582 | 1.52% | 1.52% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 50,761 | 3,548 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BluePrint Investing LLC | History | No change | 50,462 | 3,527 | 2.64% | 2.64% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 50,454 | 3,526 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Activest Wealth Management | History | No change | 50,380 | 3,520 | 0.68% | 0.68% | 293 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Astra Wealth Partners LLC | History | No change | 50,079 | 3,500 | 1.86% | 1.86% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Entelevest, LLC | History | No change | 49,450 | 3,456 | 2.95% | 2.95% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 48,513 | 3,391 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 47,719 | 3,320 | 0.22% | 0.22% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beckerman Institutional, LLC | History | No change | 47,386 | 3,312 | 1.58% | 1.58% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 46,782 | 3,270 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 46,633 | 3,259 | 2.31% | 2.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |