Dimensional ETF Trust - DFAU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | No change | 7,607,402 | 393,226 | 1.96% | 1.96% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 4,720,801 | 247,181 | 15.86% | 16.42% | 2 | -104,199 | -2.16% | Q3 2026 | Oct 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,562,729 | 235,847 | 1.99% | 1.99% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sageworth Trust Co | History | No change | 4,443,421 | 229,680 | 9.05% | 9.05% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,358,982 | 225,315 | 3.85% | 3.85% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allworth Financial LP | History | No change | 3,941,811 | 203,752 | 0.86% | 0.86% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 3,613,432 | 186,778 | 42.81% | 42.81% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 3,539,244 | 182,943 | 0.19% | 0.19% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 3,277,574 | 169,417 | 0.64% | 0.64% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 3,259,597 | 168,488 | 34.1% | 34.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,135,937 | 162,096 | 1.73% | 1.73% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SYM FINANCIAL Corp | History | No change | 3,036,703 | 156,967 | 12.62% | 12.62% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,939,806 | 151,958 | 0.71% | 0.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kooman & Associates | History | No change | 2,864,477 | 148,064 | 39.76% | 39.76% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,645,051 | 136,722 | 21.91% | 21.91% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Blankinship & Foster, LLC | History | No change | 2,582,272 | 133,477 | 26.94% | 26.94% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 2,402,356 | 124,177 | 0.58% | 0.58% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apella Capital, LLC | History | Added to | 2,161,278 | 115,217 | 1.46% | 1.56% | 18 | +30,973 | 1.45% | Q3 2026 | Oct 08, 2026 |
| Savant Capital, LLC | History | No change | 2,107,505 | 108,973 | 0.32% | 0.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,104,785 | 108,796 | 11.74% | 11.74% | 20 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MASECO LLP | History | No change | 2,043,736 | 105,610 | 2.97% | 2.97% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elser Financial Planning, Inc | History | No change | 1,989,838 | 102,854 | 4.46% | 4.46% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WPWealth LLP | History | No change | 1,826,859 | 94,430 | 14.01% | 14.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,792,680 | 93,864 | 22.15% | 21.51% | 24 | +70,385 | 4.09% | Q3 2026 | Oct 08, 2026 |
| 55 North Private Wealth, LLC | History | No change | 1,796,907 | 92,882 | 18.28% | 18.28% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,777,063 | 91,856 | 0.78% | 0.78% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | No change | 1,664,175 | 86,021 | 2.54% | 2.54% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 1,375,137 | 71,080 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 1,270,580 | 65,676 | 14.01% | 14.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,254,532 | 64,846 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 1,250,136 | 64,619 | 0.36% | 0.36% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pandowealth. LLC | History | No change | 1,499,476 | 61,096 | 50.3% | 50.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 1,175,114 | 60,741 | 14.92% | 14.92% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BCM ADVISORS, LLC | History | No change | 1,157,030 | 59,297 | 11.54% | 11.54% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 1,142,829 | 59,071 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 1,134,778 | 58,656 | 7.1% | 7.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 1,130,815 | 58,451 | 31.77% | 31.77% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 1,128,224 | 58,317 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 1,126,791 | 58,041 | 12.26% | 12.26% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,108,237 | 57,284 | 17.77% | 17.77% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,097,631 | 56,297 | 0.94% | 0.94% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,097,631 | 56,297 | 0.94% | 0.94% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essential Planning, LLC. | History | No change | 1,077,468 | 55,694 | 15.74% | 15.74% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,068,781 | 55,245 | 7.27% | 7.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Note Advisors, LLC | History | No change | 1,060,382 | 54,811 | 23.77% | 23.77% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,015,273 | 52,479 | 0.98% | 0.98% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 999,111 | 51,644 | 3.28% | 3.28% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 990,171 | 51,181 | 13.39% | 13.39% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VeraBank, N.A. | History | No change | 970,684 | 50,174 | 8.3% | 8.3% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 959,941 | 49,619 | 18.03% | 18.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCP Asset Management, LLC | History | No change | 958,294 | 49,534 | 5.62% | 5.62% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CVA Family Office, LLC | History | No change | 948,466 | 49,026 | 4.44% | 4.44% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 933,907 | 48,273 | 2.2% | 2.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Alpha, LLC | History | No change | 913,266 | 47,206 | 1.16% | 1.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 900,201 | 46,531 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 897,078 | 46,369 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 889,600 | 45,983 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 883,580 | 45,672 | 6.06% | 6.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Plancorp, LLC | History | No change | 868,094 | 44,984 | 1.1% | 1.1% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fonville Wealth Management LLC | History | No change | 840,001 | 43,419 | 7.09% | 7.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACT Advisors, LLC. | History | No change | 815,514 | 42,153 | 14.01% | 14.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Live Oak Private Wealth LLC | History | No change | 803,153 | 41,514 | 5.19% | 5.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Highland Financial Advisors, LLC | History | No change | 794,482 | 41,066 | 9.03% | 9.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Timonier Family Office, LTD. | History | No change | 790,436 | 40,857 | 11.54% | 11.54% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Two West Capital Advisors LLC | History | No change | 790,439 | 40,600 | 20.18% | 20.18% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 747,813 | 38,654 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 738,172 | 38,156 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 735,418 | 38,013 | 14.41% | 14.41% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Yardley Wealth Management LLC | History | No change | 731,553 | 37,813 | 17.18% | 17.18% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 727,590 | 37,609 | 0.21% | 0.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 710,366 | 36,718 | 8.47% | 8.47% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 708,536 | 36,624 | 8.5% | 8.5% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 705,296 | 36,456 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 702,119 | 36,292 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 688,300 | 35,578 | 1.04% | 1.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 673,456 | 34,810 | 6.03% | 6.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 648,320 | 33,511 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 646,494 | 33,417 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kure Advisory, LLC | History | Added to | 637,601 | 33,384 | 15.42% | 15.45% | 79 | +7,117 | 1.13% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 629,305 | 32,529 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 719,165 | 32,469 | 4.06% | 4.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Group, Inc. | History | No change | 620,943 | 32,096 | 16.85% | 16.85% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 620,035 | 32,049 | 13.1% | 13.1% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M Wealth Management, LLC | History | No change | 596,038 | 30,809 | 24.2% | 24.2% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 584,237 | 30,199 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 579,824 | 29,971 | 4.03% | 4.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 565,399 | 29,604 | 10.29% | 10.26% | 87 | -3,490 | -0.61% | Q3 2026 | Oct 08, 2026 |
| AWM CAPITAL, LLC | History | No change | 567,016 | 29,309 | 2.35% | 2.35% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 554,983 | 28,687 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Morling Financial Advisors, LLC | History | No change | 540,576 | 27,942 | 7.76% | 7.76% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 536,301 | 27,721 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 528,385 | 27,312 | 5.21% | 5.21% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTREWEALTH, LLC | History | No change | 511,377 | 27,200 | 10.08% | 10.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envision Financial Planning, LLC | History | No change | 524,562 | 27,114 | 8.82% | 8.82% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 522,024 | 26,983 | 0.33% | 0.33% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 517,726 | 26,761 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 498,319 | 25,758 | 1.28% | 1.28% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 494,933 | 25,583 | 2.53% | 2.53% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 491,652 | 25,414 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 466,873 | 24,132 | 11.29% | 11.29% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 530,831 | 23,951 | 0.97% | 0.97% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 445,353 | 22,851 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 421,038 | 21,763 | 5.68% | 5.68% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 419,019 | 21,659 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 413,676 | 21,382 | 0.34% | 0.34% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stadion Money Management, LLC | History | No change | 411,777 | 21,284 | 1.83% | 1.83% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 404,352 | 20,900 | 1.56% | 1.56% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 404,131 | 20,890 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jacobi Capital Management LLC | History | No change | 402,435 | 20,801 | 1.02% | 1.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 379,438 | 19,613 | 2.34% | 2.34% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 378,629 | 19,571 | 6.27% | 6.27% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sollinda Capital Management LLC | History | No change | 377,167 | 19,495 | 4.16% | 4.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 359,514 | 18,583 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | No change | 332,958 | 17,210 | 2.39% | 2.39% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 319,438 | 16,725 | 0.12% | 0.12% | 115 | +21,988 | 7.39% | Q3 2026 | Oct 08, 2026 |
| Weinberger Asset Management, Inc | History | No change | 321,265 | 16,635 | 5.33% | 5.33% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Navigoe, LLC | History | No change | 316,252 | 16,347 | 8.55% | 8.55% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Capital, Inc. | History | No change | 314,380 | 16,250 | 12.28% | 12.28% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 308,998 | 16,179 | 8.92% | 8.73% | 119 | -9,176 | -2.88% | Q3 2026 | Oct 08, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 312,273 | 16,141 | 6.77% | 6.77% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 310,597 | 16,054 | 3.75% | 3.75% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 340,877 | 15,953 | 5.44% | 5.44% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 306,263 | 15,830 | 2.56% | 2.56% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 301,432 | 15,728 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 301,928 | 15,606 | 2.67% | 2.67% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 298,918 | 15,451 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 295,145 | 15,256 | 1.21% | 1.21% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Platform Wealth Management, LLC | History | No change | 270,773 | 13,996 | 5.12% | 5.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 269,132 | 13,911 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centennial Bank/AR/ | History | No change | 269,084 | 13,908 | 4.48% | 4.48% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 265,605 | 13,729 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 259,936 | 13,436 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 255,415 | 13,202 | 10.06% | 10.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lauer Wealth, LLC | History | No change | 251,668 | 13,079 | 7.85% | 7.85% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Canopy Partners, LLC | History | No change | 252,296 | 13,041 | 3.92% | 3.92% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 251,920 | 13,021 | 4.2% | 4.2% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Financial Group Corp | History | No change | 251,177 | 12,983 | 9.38% | 9.38% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Johnson Wealth Management, LLC | History | No change | 247,940 | 12,816 | 5.43% | 5.43% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 247,700 | 12,803 | 3.35% | 3.35% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | No change | 246,034 | 12,717 | 0.23% | 0.23% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sowell Financial Services LLC | History | No change | 232,961 | 12,041 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 232,186 | 12,001 | 0.2% | 0.2% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prodigy Asset Management LLC | History | No change | 228,674 | 11,820 | 3.56% | 3.56% | 143 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 228,534 | 11,812 | 3.03% | 3.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 226,108 | 11,687 | 3.1% | 3.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Oak Wealth Advisors LLC | History | No change | 223,132 | 11,533 | 5.53% | 5.53% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 216,757 | 11,204 | 4.12% | 4.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 213,844 | 11,053 | 3.44% | 3.44% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 212,132 | 10,965 | 1.76% | 1.76% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Asset Management, LLC | History | No change | 211,750 | 10,945 | 5.37% | 5.37% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Invst, LLC | History | No change | 202,649 | 10,474 | 1.02% | 1.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 202,390 | 10,461 | 12.36% | 12.36% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Syverson Strege & Co | History | No change | 201,662 | 10,423 | 2.27% | 2.27% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 201,633 | 10,422 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 200,272 | 10,352 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 201,280 | 10,301 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | No change | 194,759 | 10,067 | 0.39% | 0.39% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEMITAM BONAM LLC | History | No change | 193,912 | 10,023 | 7.36% | 7.36% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Capital Advisory, LLC | History | No change | 188,177 | 9,726 | 3.54% | 3.54% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| International Private Wealth Advisors LLC | History | No change | 187,100 | 9,671 | 4.98% | 4.98% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vigil Wealth Management, LLC | History | No change | 185,766 | 9,602 | 6.85% | 6.85% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 182,548 | 9,435 | 3.2% | 3.2% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 178,631 | 9,233 | 0.57% | 0.57% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abel Hall, LLC | History | No change | 175,068 | 9,049 | 1.56% | 1.56% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 174,146 | 9,001 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 172,682 | 8,925 | 7.3% | 7.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| My Personal CFO, LLC | History | No change | 171,829 | 8,881 | 3.47% | 3.47% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspen Wealth Management LLC | History | No change | 162,547 | 8,402 | 1.43% | 1.43% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversified Portfolios, Inc. | History | No change | 162,068 | 8,377 | 0.61% | 0.61% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mattern Wealth Management LLC | History | No change | 161,282 | 8,336 | 1.37% | 1.37% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 160,460 | 8,294 | 7.02% | 7.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 152,412 | 7,878 | 0.65% | 0.65% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Morton Capital Management LLC/CA | History | No change | 150,195 | 7,763 | 1.06% | 1.06% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chico Wealth RIA | History | No change | 149,602 | 7,732 | 4.03% | 4.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 148,605 | 7,681 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 170,133 | 7,676 | 0.13% | 0.13% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEM Asset Management, LLC | History | No change | 147,986 | 7,649 | 3.01% | 3.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 145,522 | 7,522 | 2.7% | 2.7% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hardy Reed LLC | History | No change | 140,652 | 7,270 | 0.47% | 0.47% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 140,337 | 7,254 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 139,068 | 7,188 | 1.16% | 1.16% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 138,404 | 7,154 | 3.36% | 3.36% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CROBAN | History | No change | 137,823 | 7,122 | 3.14% | 3.14% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 137,605 | 7,112 | 2.43% | 2.43% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JDH Wealth Management, LLC | History | No change | 137,571 | 7,111 | 4.33% | 4.33% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 130,865 | 6,764 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 130,337 | 6,737 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 128,805 | 6,657 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Level Wealth Management LLC | History | No change | 128,693 | 6,652 | 2.66% | 2.66% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 124,918 | 6,457 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| APS Management Group, Inc. | History | No change | 124,657 | 6,443 | 4.95% | 4.95% | 191 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 123,997 | 6,409 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rather & Kittrell, Inc. | History | No change | 123,101 | 6,363 | 0.89% | 0.89% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dodds Wealth, LLC | History | No change | 122,830 | 6,349 | 1.43% | 1.43% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 122,778 | 6,346 | 0.66% | 0.66% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 122,318 | 6,322 | 2.49% | 2.49% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 120,660 | 6,296 | 0.98% | 0.98% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 121,818 | 6,296 | 1.28% | 1.28% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 120,928 | 6,250 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | No change | 118,752 | 6,138 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 118,653 | 6,133 | 0.78% | 0.78% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALKEME WEALTH, LLC | History | Reduced | 116,856 | 6,118 | 2.31% | 2.32% | 202 | -352 | -0.3% | Q3 2026 | Oct 07, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 117,794 | 6,088 | 3.19% | 3.19% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanchez Levi Garrett | History | No change | 115,989 | 5,995 | 3.25% | 3.25% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 112,843 | 5,888 | 0.56% | 0.56% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 111,984 | 5,788 | 0.25% | 0.25% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 110,734 | 5,723 | 3.43% | 3.43% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CSP Financial Group, LLC | History | No change | 106,552 | 5,507 | 4.69% | 4.69% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TABLEAUX LLC | History | No change | 102,617 | 5,304 | 2.23% | 2.23% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 102,081 | 5,276 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Partners LLC | History | No change | 98,578 | 5,095 | 4.43% | 4.43% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 95,842 | 5,018 | 1.41% | 1.49% | 212 | -135 | -0.14% | Q3 2026 | Oct 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 95,158 | 4,982 | 0.71% | 0.68% | 213 | +2,636 | 2.85% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 96,362 | 4,980 | 0.56% | 0.56% | 214 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 96,061 | 4,965 | 0.85% | 0.85% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 94,990 | 4,910 | 4.2% | 4.2% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BluePrint Investing LLC | History | No change | 93,476 | 4,831 | 3.61% | 3.61% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 93,280 | 4,821 | 2.23% | 2.23% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 92,471 | 4,779 | 0.48% | 0.48% | 219 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 88,464 | 4,572 | 1.13% | 1.13% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 87,664 | 4,531 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Solution LLC | History | No change | 87,483 | 4,521 | 0.88% | 0.88% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 86,794 | 4,486 | 1.81% | 1.81% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COWA, LLC | History | No change | 86,560 | 4,474 | 1.12% | 1.12% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 85,685 | 4,429 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 84,013 | 4,342 | 0.99% | 0.99% | 226 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 83,773 | 4,330 | 0.94% | 0.94% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 82,388 | 4,258 | 1.64% | 1.64% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tandem Financial, LLC | History | No change | 80,002 | 4,135 | 1.24% | 1.24% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 79,532 | 4,111 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burton Enright Welch | History | No change | 79,505 | 4,109 | 0.48% | 0.48% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 78,867 | 4,076 | 2.51% | 2.51% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HFG Wealth Management, LLC | History | No change | 78,396 | 4,052 | 4.08% | 4.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vantage Point Financial LLC | History | No change | 78,377 | 4,051 | 1.24% | 1.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 78,084 | 4,036 | 1.2% | 1.2% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 77,607 | 4,011 | 1.56% | 1.56% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 77,284 | 3,994 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 76,973 | 3,978 | 0.3% | 0.3% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 76,277 | 3,942 | 1.99% | 1.99% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| V2 Financial group LLC | History | No change | 75,208 | 3,887 | 1.45% | 1.45% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 74,866 | 3,869 | 0.37% | 0.37% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 82,320 | 3,852 | 3.29% | 3.29% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 73,679 | 3,808 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investmark Advisory Group LLC | History | No change | 72,950 | 3,770 | 1.43% | 1.43% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 72,101 | 3,726 | 2.15% | 2.15% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 71,884 | 3,715 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FreeGulliver LLC | History | No change | 71,843 | 3,713 | 1.31% | 1.31% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 70,795 | 3,659 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 69,457 | 3,590 | 1.94% | 1.94% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Alternatives, Inc | History | No change | 68,638 | 3,547 | 1.75% | 1.75% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altiora Financial Group, LLC | History | No change | 68,359 | 3,533 | 0.56% | 0.56% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 67,073 | 3,511 | 0.3% | 0.33% | 252 | -5,180 | -7.17% | Q3 2026 | Oct 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,664 | 3,497 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 67,306 | 3,479 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 67,068 | 3,466 | 1.67% | 1.67% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SpringVest Wealth Management LLC | History | No change | 66,872 | 3,456 | 2.17% | 2.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Donalies Financial Planning, LLC | History | No change | 66,287 | 3,426 | 2.53% | 2.53% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 65,371 | 3,379 | 0.39% | 0.39% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meritas Wealth Management, LLC | History | No change | 62,102 | 3,210 | 1.25% | 1.25% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 62,017 | 3,205 | 2.43% | 2.43% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 61,940 | 3,201 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 60,591 | 3,131 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 60,003 | 3,101 | 0.59% | 0.59% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ERn Financial, LLC | History | No change | 59,969 | 3,099 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 59,866 | 3,094 | 1.43% | 1.43% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 58,116 | 3,003 | 0.38% | 0.38% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 58,237 | 2,988 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 56,510 | 2,921 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 55,498 | 2,868 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 55,093 | 2,847 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 54,597 | 2,822 | 0.34% | 0.34% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Herold Advisors, Inc. | History | No change | 54,267 | 2,801 | 0.55% | 0.55% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 52,418 | 2,709 | 1.55% | 1.55% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 51,945 | 2,685 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 51,876 | 2,681 | 0.65% | 0.65% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 51,072 | 2,639 | 0.25% | 0.25% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RCS Financial Planning, LLC | History | No change | 50,501 | 2,610 | 1.24% | 1.24% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 50,042 | 2,586 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 50,010 | 2,585 | 0.21% | 0.21% | 279 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 49,844 | 2,576 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 49,594 | 2,563 | 2.44% | 2.44% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verisail Partners, LLC | History | No change | 49,025 | 2,534 | 0.94% | 0.94% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GWN SECURITIES INC. | History | No change | 48,827 | 2,523 | 0.42% | 0.42% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management, LLC | History | No change | 48,381 | 2,500 | 1.16% | 1.16% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Greenspring Advisors, LLC | History | No change | 47,382 | 2,449 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MB Generational Wealth, LLC | History | No change | 46,544 | 2,405 | 1.18% | 1.18% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 44,210 | 2,285 | 0.66% | 0.66% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Woodside Wealth Management LLC | History | No change | 43,894 | 2,268 | 1.58% | 1.58% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 42,666 | 2,205 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 41,643 | 2,152 | 0.27% | 0.27% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Forum Financial Management, LP | History | No change | 41,354 | 2,137 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 40,517 | 2,094 | 0.68% | 0.68% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Investment Services, Inc. | History | No change | 40,412 | 2,088 | 0.44% | 0.44% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 40,312 | 2,083 | 0.21% | 0.21% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 40,232 | 2,079 | 1.35% | 1.35% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 39,753 | 2,054 | 0.8% | 0.8% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 38,920 | 2,037 | 0.79% | 0.83% | 297 | -1,913 | -4.68% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 39,298 | 2,031 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | No change | 39,188 | 2,025 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 38,438 | 1,986 | 0.16% | 0.16% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |