Dimensional ETF Trust - DFAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | No change | 10,393,265 | 382,887 | 0.39% | 0.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALERUS FINANCIAL NA | History | No change | 8,368,617 | 308,299 | 13.49% | 13.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 8,228,270 | 303,129 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geometric Wealth Advisors | History | No change | 7,779,410 | 286,593 | 31.0% | 31.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,693,905 | 246,603 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Allworth Financial LP | History | No change | 6,594,247 | 242,932 | 1.03% | 1.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,491,032 | 239,129 | 19.64% | 19.64% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | Added to | 5,348,513 | 198,001 | 17.8% | 17.25% | 8 | +294,434 | 5.83% | Q3 2026 | Oct 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,222,632 | 192,401 | 0.85% | 0.85% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 4,806,630 | 177,076 | 1.66% | 1.66% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,450,159 | 163,943 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,862,746 | 142,304 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 3,903,563 | 141,543 | 3.45% | 3.45% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,743,466 | 137,909 | 6.88% | 6.88% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Triune Financial Partners, LLC | History | No change | 3,692,741 | 136,040 | 28.41% | 28.41% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,488,957 | 128,533 | 1.09% | 1.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,295,765 | 121,415 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,205,258 | 118,081 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 2,814,600 | 103,689 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,791,019 | 102,821 | 0.57% | 0.57% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 2,703,859 | 99,610 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,626,969 | 96,777 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 2,465,252 | 90,819 | 12.42% | 12.42% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,462,672 | 90,724 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,434,768 | 89,696 | 20.69% | 20.69% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New Capital Management LP | History | No change | 2,410,224 | 88,792 | 20.22% | 20.22% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Planning Center, Inc. | History | No change | 2,391,457 | 88,101 | 8.31% | 8.31% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Core Wealth Management, Inc. | History | No change | 2,313,175 | 85,217 | 23.95% | 23.95% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 2,311,945 | 85,172 | 2.68% | 2.68% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evanson Financial, LLC | History | No change | 2,274,985 | 83,810 | 4.1% | 4.1% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,231,887 | 82,222 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,214,709 | 81,589 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 2,158,889 | 79,533 | 28.76% | 28.76% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,070,402 | 76,272 | 2.18% | 2.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 2,043,404 | 75,279 | 3.67% | 3.67% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glassman Wealth Services | History | No change | 2,007,568 | 73,958 | 8.86% | 8.86% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,963,742 | 72,344 | 4.1% | 4.1% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 1,949,537 | 71,820 | 19.72% | 19.72% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 1,894,281 | 69,785 | 3.87% | 3.87% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BetterWealth, LLC | History | No change | 1,808,735 | 66,633 | 11.79% | 11.79% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 1,783,165 | 65,691 | 5.28% | 5.28% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 1,626,249 | 59,911 | 12.13% | 12.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 1,613,440 | 59,826 | 0.76% | 0.83% | 43 | +10,910 | 0.68% | Q3 2026 | Oct 08, 2026 |
| Financial Symmetry Inc | History | Reduced | 1,598,157 | 59,163 | 18.9% | 19.71% | 44 | -5,088 | -0.32% | Q3 2026 | Oct 06, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 1,596,426 | 58,812 | 20.19% | 20.19% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,585,523 | 58,093 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 1,572,354 | 57,925 | 3.65% | 3.65% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1,534,860 | 56,544 | 19.83% | 19.83% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 1,492,148 | 54,418 | 14.65% | 14.65% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,468,984 | 54,117 | 8.53% | 8.53% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 1,424,036 | 52,461 | 15.79% | 15.79% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,410,622 | 51,967 | 4.11% | 4.11% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,399,265 | 51,548 | 3.45% | 3.45% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 1,362,389 | 50,190 | 2.48% | 2.48% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Johnson Wealth Management, LLC | History | No change | 1,347,961 | 49,658 | 21.04% | 21.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 1,328,450 | 48,998 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 1,317,129 | 48,523 | 30.84% | 30.84% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Warburton Capital Management, LLC | History | No change | 1,297,654 | 47,805 | 19.44% | 19.44% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 1,275,089 | 46,974 | 12.38% | 12.38% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Babb Wealth Advisors LLC | History | No change | 1,241,297 | 45,729 | 22.04% | 22.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,215,877 | 44,792 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,211,224 | 44,621 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 1,184,461 | 43,635 | 15.72% | 15.72% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 1,177,632 | 43,383 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 1,153,522 | 42,495 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 1,120,817 | 41,290 | 0.54% | 0.54% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VANCE WEALTH, LLC | History | No change | 1,112,424 | 40,981 | 9.24% | 9.24% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,110,002 | 40,892 | 3.17% | 3.17% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,067,151 | 39,313 | 3.77% | 3.77% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | No change | 1,049,121 | 38,649 | 0.5% | 0.5% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Old Peak Finance LLC | History | No change | 948,539 | 34,944 | 16.91% | 16.91% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 933,045 | 34,373 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shearwater Capital LLC | History | No change | 920,770 | 33,921 | 16.2% | 16.2% | 73 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 891,121 | 32,828 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 880,269 | 32,429 | 18.32% | 18.32% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 844,650 | 31,116 | 3.77% | 3.77% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 840,321 | 30,957 | 0.58% | 0.58% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | No change | 837,360 | 30,848 | 0.88% | 0.88% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 800,336 | 29,484 | 1.28% | 1.28% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 793,729 | 28,979 | 4.09% | 4.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 782,836 | 28,839 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 782,441 | 28,825 | 0.45% | 0.45% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 771,681 | 28,428 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 770,819 | 28,397 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspen Private Advisors, LLC | History | No change | 764,320 | 28,157 | 28.25% | 28.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wolfstich Capital, LLC | History | No change | 764,422 | 28,046 | 21.65% | 21.65% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 748,420 | 27,571 | 14.13% | 14.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASPIRIANT, LLC | History | No change | 727,702 | 26,808 | 0.66% | 0.66% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Plan, Inc. | History | No change | 718,310 | 26,462 | 2.51% | 2.51% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 716,825 | 26,407 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 712,628 | 26,381 | 4.27% | 4.32% | 91 | -8,026 | -1.11% | Q3 2026 | Oct 08, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 704,170 | 25,941 | 6.79% | 6.79% | 92 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 700,494 | 25,806 | 7.06% | 7.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sensible Money, LLC | History | No change | 675,314 | 24,878 | 6.6% | 6.6% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MilWealth Group LLC | History | No change | 670,634 | 24,706 | 5.27% | 5.27% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 667,000 | 24,572 | 5.73% | 5.73% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| marrick wealth, LLC | History | No change | 664,948 | 24,496 | 17.39% | 17.39% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 623,582 | 23,085 | 2.16% | 1.97% | 98 | +49,258 | 8.58% | Q3 2026 | Oct 08, 2026 |
| IFG Advisory, LLC | History | No change | 624,247 | 22,997 | 0.81% | 0.81% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 631,244 | 22,857 | 0.46% | 0.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 615,470 | 22,673 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 603,863 | 22,246 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 598,384 | 22,044 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 595,793 | 21,949 | 5.63% | 5.63% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 595,284 | 21,930 | 17.68% | 17.68% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tassel Capital Management, Inc. | History | No change | 592,185 | 21,816 | 10.21% | 10.21% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 577,693 | 21,322 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Symmetry Partners, LLC | History | No change | 561,258 | 20,676 | 1.05% | 1.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Live Oak Private Wealth LLC | History | No change | 556,763 | 20,511 | 2.56% | 2.56% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vested Financial Planning, LLC | History | No change | 527,460 | 19,431 | 13.05% | 13.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 523,709 | 19,387 | 0.14% | 0.14% | 111 | +26,458 | 5.32% | Q3 2026 | Oct 08, 2026 |
| von Borstel & Associates, Inc. | History | No change | 523,407 | 19,282 | 3.95% | 3.95% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 519,033 | 19,121 | 4.37% | 4.37% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 515,318 | 18,984 | 7.48% | 7.48% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elser Financial Planning, Inc | History | No change | 513,837 | 18,929 | 0.82% | 0.82% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 480,554 | 17,703 | 2.05% | 2.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Generations Wealth, LLC | History | No change | 478,755 | 17,637 | 16.75% | 16.75% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 470,989 | 17,351 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 465,556 | 17,151 | 4.02% | 4.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 464,628 | 17,116 | 6.3% | 6.3% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 463,297 | 17,067 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 460,156 | 16,953 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 454,810 | 16,837 | 3.74% | 3.99% | 123 | -17,489 | -3.7% | Q3 2026 | Oct 08, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 447,575 | 16,488 | 7.09% | 7.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 446,022 | 16,431 | 6.85% | 6.85% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 445,289 | 16,404 | 1.61% | 1.61% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 438,431 | 16,151 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 431,147 | 15,883 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 429,593 | 15,826 | 0.39% | 0.39% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| B&D White Capital Company, LLC | History | No change | 425,052 | 15,658 | 1.56% | 1.56% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 423,536 | 15,603 | 4.07% | 4.07% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 389,396 | 14,345 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 384,843 | 14,177 | 3.49% | 3.49% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 387,541 | 14,114 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 381,067 | 14,039 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E6 Portfolios, LLC | History | No change | 373,242 | 13,750 | 10.99% | 10.99% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 372,636 | 13,727 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truepoint, Inc. | History | No change | 366,264 | 13,493 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 362,804 | 13,365 | 8.73% | 8.73% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co of the South | History | No change | 358,451 | 13,205 | 1.86% | 1.86% | 140 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 350,091 | 12,897 | 3.48% | 3.48% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 349,686 | 12,882 | 6.74% | 6.74% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRB Wealth Management, LLC | History | No change | 334,635 | 12,327 | 1.64% | 1.64% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 333,970 | 12,303 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Corient Private Wealth LP | History | No change | 322,777 | 11,891 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 318,920 | 11,749 | 2.33% | 2.33% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ERn Financial, LLC | History | No change | 318,909 | 11,748 | 1.94% | 1.94% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 316,004 | 11,641 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annandale Capital, LLC | History | No change | 305,764 | 11,264 | 1.54% | 1.54% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 308,472 | 11,237 | 3.07% | 3.07% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 302,935 | 11,160 | 2.32% | 2.32% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 298,082 | 10,981 | 5.91% | 5.91% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 297,632 | 10,964 | 4.22% | 4.22% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 291,117 | 10,724 | 1.05% | 1.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LS Investment Advisors, LLC | History | No change | 272,380 | 10,034 | 1.36% | 1.36% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | No change | 270,812 | 9,976 | 0.39% | 0.39% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group, Inc. | History | No change | 269,575 | 9,931 | 5.21% | 5.21% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 290,463 | 9,867 | 0.4% | 0.4% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 260,306 | 9,589 | 1.04% | 1.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| American Investment Services, Inc. | History | No change | 247,021 | 9,100 | 1.92% | 1.92% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 243,898 | 8,985 | 2.83% | 2.83% | 161 | +37 | 0.02% | Q3 2026 | Oct 06, 2026 |
| Cloud Capital Management, LLC | History | No change | 243,478 | 8,969 | 3.27% | 3.27% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 239,116 | 8,809 | 3.72% | 3.72% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 235,909 | 8,691 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capstone Wealth Management, LLC | History | No change | 234,010 | 8,620 | 4.0% | 4.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 231,888 | 8,542 | 2.08% | 2.08% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 229,431 | 8,452 | 1.12% | 1.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 55 North Private Wealth, LLC | History | No change | 228,994 | 8,436 | 1.66% | 1.66% | 168 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 225,469 | 8,306 | 2.97% | 2.97% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 221,331 | 8,153 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAWOOD & CO | History | Added to | 219,432 | 8,123 | 5.62% | 5.12% | 171 | +14,224 | 6.93% | Q3 2026 | Oct 09, 2026 |
| Integrated Advisors Network LLC | History | No change | 213,723 | 7,873 | 0.36% | 0.36% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peirce Capital Management, LLC | History | No change | 212,692 | 7,835 | 2.87% | 2.87% | 173 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 210,347 | 7,749 | 4.84% | 4.84% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 208,280 | 7,673 | 4.98% | 4.98% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 207,683 | 7,651 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aerodigm Wealth, LLC | History | No change | 205,864 | 7,584 | 2.56% | 2.56% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aspen Capital Management, LLC | History | No change | 201,329 | 7,416 | 1.64% | 1.64% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Warwick Investment Management, Inc. | History | No change | 201,038 | 7,406 | 0.83% | 0.83% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 200,582 | 7,389 | 1.16% | 1.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vantage Point Financial LLC | History | No change | 198,360 | 7,307 | 2.23% | 2.23% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hassell Wealth Management, LLC | History | No change | 200,249 | 7,297 | 2.24% | 2.24% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Canopy Partners, LLC | History | No change | 193,362 | 7,123 | 2.14% | 2.14% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 187,127 | 6,893 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 626 Financial, LLC | History | No change | 186,842 | 6,883 | 2.68% | 2.68% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 179,273 | 6,604 | 0.65% | 0.65% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Concord Wealth Partners | History | No change | 178,307 | 6,568 | 0.75% | 0.75% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CGN Advisors LLC | History | No change | 177,941 | 6,555 | 0.48% | 0.48% | 188 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 175,893 | 6,479 | 0.47% | 0.47% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investment Advisory Group, LLC | History | No change | 174,934 | 6,444 | 1.4% | 1.4% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RS CRUM INC. | History | No change | 174,676 | 6,435 | 1.21% | 1.21% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 168,427 | 6,204 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AWM CAPITAL, LLC | History | No change | 167,758 | 6,180 | 0.49% | 0.49% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 164,248 | 6,050 | 0.61% | 0.61% | 194 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GEM Asset Management, LLC | History | No change | 160,840 | 5,925 | 2.33% | 2.33% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthSpring Partners, LLC | History | No change | 159,662 | 5,881 | 5.05% | 5.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 158,187 | 5,827 | 2.12% | 2.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 154,037 | 5,674 | 3.5% | 3.5% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153,090 | 5,609 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tillman Hartley LLC | History | No change | 151,543 | 5,582 | 1.25% | 1.25% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 150,973 | 5,561 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 150,924 | 5,560 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAM Investment Partners, LLC | History | No change | 150,533 | 5,545 | 0.89% | 0.89% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 147,255 | 5,424 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 147,107 | 5,419 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 147,029 | 5,416 | 1.25% | 1.25% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Financial Group Corp | History | No change | 146,922 | 5,412 | 3.91% | 3.91% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 145,877 | 5,374 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belleair Asset Management, LLC | History | No change | 141,098 | 5,198 | 4.37% | 4.37% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 140,726 | 5,184 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RBF Capital, LLC | History | No change | 140,000 | 5,157 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | No change | 138,162 | 5,089 | 1.71% | 1.71% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 137,972 | 5,082 | 0.33% | 0.33% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platform Wealth Management, LLC | History | No change | 137,892 | 5,079 | 1.86% | 1.86% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Architects, LLC | History | No change | 137,541 | 5,067 | 0.4% | 0.4% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 137,045 | 5,048 | 3.83% | 3.83% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 135,598 | 4,995 | 0.17% | 0.17% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 132,737 | 4,890 | 0.23% | 0.23% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ballentine Partners, LLC | History | No change | 132,388 | 4,877 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McGrath & Associates, Inc. | History | No change | 129,968 | 4,788 | 6.24% | 6.24% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 129,078 | 4,755 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 122,118 | 4,474 | 3.35% | 3.35% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 122,053 | 4,464 | 3.35% | 3.35% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 120,482 | 4,438 | 0.56% | 0.56% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Wealth Group, LLC | History | No change | 120,182 | 4,427 | 0.9% | 0.9% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 119,200 | 4,391 | 0.75% | 0.75% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 118,536 | 4,388 | 0.38% | 0.39% | 227 | +592 | 0.5% | Q3 2026 | Oct 01, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 117,940 | 4,344 | 2.51% | 2.51% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 117,665 | 4,334 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 117,500 | 4,328 | 3.67% | 3.67% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Family Manage LLC | History | No change | 116,946 | 4,308 | 0.44% | 0.44% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 115,878 | 4,268 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harbor Group, Inc. | History | No change | 115,599 | 4,258 | 0.5% | 0.5% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 114,714 | 4,226 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 113,546 | 4,203 | 0.64% | 0.63% | 235 | +80 | 0.07% | Q3 2026 | Oct 08, 2026 |
| WPWealth LLP | History | No change | 113,602 | 4,185 | 0.62% | 0.62% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 112,302 | 4,137 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 111,936 | 4,123 | 0.71% | 0.71% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 110,663 | 4,076 | 1.57% | 1.57% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 109,695 | 4,041 | 0.76% | 0.76% | 240 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 109,286 | 4,026 | 0.46% | 0.46% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 109,109 | 4,019 | 0.84% | 0.84% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McCartney Wealth Management LLC | History | No change | 108,197 | 3,985 | 3.02% | 3.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 108,084 | 3,981 | 0.64% | 0.64% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 107,628 | 3,965 | 1.82% | 1.82% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 102,565 | 3,778 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 101,701 | 3,746 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 101,538 | 3,740 | 0.24% | 0.24% | 248 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RW Investment Management LLC | History | No change | 101,497 | 3,739 | 0.33% | 0.33% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rather & Kittrell, Inc. | History | No change | 100,761 | 3,712 | 0.52% | 0.52% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 100,297 | 3,694 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 99,308 | 3,658 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 99,054 | 3,649 | 0.15% | 0.15% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arista Wealth Management, LLC | History | No change | 98,904 | 3,643 | 0.39% | 0.39% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 98,259 | 3,619 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 96,971 | 3,572 | 0.57% | 0.57% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Donalies Financial Planning, LLC | History | No change | 95,945 | 3,534 | 2.6% | 2.6% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | No change | 94,607 | 3,491 | 0.33% | 0.33% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | No change | 93,980 | 3,462 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 92,914 | 3,422 | 0.16% | 0.16% | 260 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 92,212 | 3,397 | 1.39% | 1.39% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 90,537 | 3,335 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merited Wealth, LLC | History | No change | 89,930 | 3,313 | 2.34% | 2.34% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 89,299 | 3,289 | 1.68% | 1.68% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| United Wealth Management, LLC | History | No change | 89,067 | 3,281 | 0.74% | 0.74% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M Holdings Securities, Inc. | History | No change | 86,460 | 3,236 | 0.44% | 0.44% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | No change | 87,356 | 3,218 | 1.5% | 1.5% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | No change | 86,122 | 3,172 | 0.29% | 0.29% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 84,831 | 3,125 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 84,467 | 3,111 | 0.41% | 0.41% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 83,802 | 3,087 | 0.39% | 0.39% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 82,815 | 3,050 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 81,841 | 3,015 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 79,964 | 2,945 | 1.58% | 1.58% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCO Wealth Management LLC | History | No change | 78,921 | 2,907 | 1.59% | 1.59% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Squire Investment Management Company, LLC | History | No change | 77,218 | 2,844 | 0.68% | 0.68% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 75,738 | 2,790 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Applied Capital LLC | History | No change | 74,069 | 2,728 | 0.88% | 0.88% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 73,584 | 2,710 | 0.32% | 0.32% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Solution LLC | History | No change | 72,393 | 2,666 | 0.52% | 0.52% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | No change | 72,355 | 2,665 | 0.14% | 0.14% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 72,231 | 2,661 | 0.51% | 0.51% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 70,944 | 2,613 | 2.26% | 2.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 70,340 | 2,591 | 0.93% | 0.93% | 284 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 70,020 | 2,579 | 2.46% | 2.46% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 69,293 | 2,552 | 0.99% | 0.99% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Outbound Financial Inc | History | No change | 67,602 | 2,490 | 1.61% | 1.61% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 66,839 | 2,462 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lansing Street Advisors | History | No change | 64,998 | 2,394 | 0.51% | 0.51% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 64,524 | 2,377 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 63,126 | 2,325 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAM GROUP, INC. | History | No change | 63,131 | 2,325 | 1.15% | 1.15% | 292 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FLAX POND CAPITAL, LLC | History | No change | 68,464 | 2,325 | 1.83% | 1.83% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 62,843 | 2,315 | 0.61% | 0.61% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 62,593 | 2,305 | 1.25% | 1.25% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Financial, LLC | History | No change | 62,279 | 2,294 | 0.27% | 0.27% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 61,439 | 2,263 | 0.77% | 0.77% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 61,237 | 2,255 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 61,068 | 2,249 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 60,685 | 2,235 | 1.2% | 1.2% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |