Dimensional ETF Trust - DFCF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Truepoint, Inc. | History | Added to | 13,477,146 | 568,870 | 11.87% | 12.3% | 1 | +414,390 | 3.17% | Q2 2026 | Jul 31, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 12,875,670 | 543,482 | 0.59% | 0.56% | 2 | +2,050,957 | 18.95% | Q2 2026 | Aug 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 10,093,835 | 426,060 | 4.0% | 2.16% | 3 | +5,555,465 | 122.41% | Q2 2026 | Jul 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 4,918,874 | 207,625 | 17.42% | 17.68% | 4 | +347,537 | 7.6% | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | Added to | 4,667,514 | 196,082 | 2.77% | 2.79% | 5 | +259,037 | 5.88% | Q2 2026 | Jul 08, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 4,435,777 | 187,234 | 10.83% | 11.12% | 6 | +171,245 | 4.02% | Q2 2026 | Jul 31, 2026 |
| Elser Financial Planning, Inc | History | Added to | 4,417,313 | 186,454 | 8.08% | 8.62% | 7 | +217,288 | 5.17% | Q2 2026 | Jul 14, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 4,065,684 | 171,612 | 6.77% | 6.48% | 8 | +593,938 | 17.11% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,897,346 | 164,506 | 0.76% | 0.83% | 9 | +181,906 | 4.9% | Q2 2026 | Aug 18, 2026 |
| Great Waters Wealth Management | History | Added to | 3,833,555 | 161,814 | 14.99% | 15.51% | 10 | +362,107 | 10.43% | Q2 2026 | Jul 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,833,356 | 161,805 | 6.29% | 6.34% | 11 | +585,671 | 18.03% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,679,427 | 155,308 | 1.76% | 2.05% | 12 | +1,221,104 | 49.67% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,476,475 | 146,742 | 1.24% | 1.38% | 13 | +138,609 | 4.15% | Q2 2026 | Aug 06, 2026 |
| F/m Investments LLC | History | Added to | 3,413,260 | 144,073 | 7.32% | 8.51% | 14 | +377,260 | 12.43% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | Reduced | 3,399,250 | 143,474 | 0.42% | 0.72% | 15 | -130,852 | -3.71% | Q2 2026 | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,296,316 | 139,137 | 8.72% | 9.27% | 16 | +66,922 | 2.07% | Q2 2026 | Jul 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 2,757,601 | 116,398 | 11.51% | 11.47% | 17 | +236,030 | 9.36% | Q2 2026 | Jul 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,598,931 | 109,700 | 8.04% | 7.74% | 18 | +72,654 | 2.88% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Reduced | 2,575,681 | 108,719 | 0.46% | 0.56% | 19 | -681,746 | -20.93% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,127,154 | 89,787 | 0.11% | 0.11% | 20 | +329,324 | 18.32% | Q2 2026 | Jul 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,069,549 | 87,355 | 3.16% | 3.38% | 21 | +71,157 | 3.56% | Q2 2026 | Aug 11, 2026 |
| WPWealth LLP | History | Added to | 2,059,749 | 86,941 | 12.9% | 12.89% | 22 | +62,442 | 3.13% | Q2 2026 | Aug 10, 2026 |
| Core Wealth Management, Inc. | History | Added to | 1,884,045 | 79,525 | 22.35% | 22.92% | 23 | +112,725 | 6.36% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,785,768 | 75,377 | 0.07% | 0.08% | 24 | +21,214 | 1.2% | Q2 2026 | Aug 05, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,719,977 | 72,600 | 10.15% | 10.38% | 25 | +126,690 | 7.95% | Q2 2026 | Aug 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,592,020 | 67,199 | 9.56% | 10.26% | 26 | +50,298 | 3.26% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,495,183 | 63,111 | 14.56% | 16.66% | 27 | +120,292 | 8.75% | Q2 2026 | Jul 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 1,382,349 | 58,348 | 5.44% | 5.66% | 28 | +94,379 | 7.33% | Q2 2026 | Jul 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,380,920 | 58,288 | 1.83% | 2.03% | 29 | +48,162 | 3.61% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,379,508 | 58,229 | 0.17% | 0.23% | 30 | +10,114 | 0.74% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 1,351,950 | 57,066 | 0.1% | 0.1% | 31 | +95,395 | 7.59% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,275,520 | 53,839 | 0.01% | 0.01% | 32 | +157,870 | 14.13% | Q2 2026 | Aug 07, 2026 |
| RW Investment Management LLC | History | Added to | 1,256,426 | 53,033 | 4.66% | 5.07% | 33 | +14,582 | 1.17% | Q2 2026 | Aug 06, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,254,034 | 52,230 | 14.06% | 14.43% | 34 | +50,443 | 4.19% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,163,243 | 49,100 | 0.01% | 0.01% | 35 | +218,744 | 23.16% | Q2 2026 | Sep 23, 2026 |
| HEFFERNAN ADVISORY, INC | History | Reduced | 1,148,842 | 48,492 | 40.58% | 45.89% | 36 | -22,723 | -1.94% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,145,551 | 48,353 | 0.01% | 0.01% | 37 | +80,522 | 7.56% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,109,928 | 46,850 | 0.01% | 0.0% | 38 | +818,316 | 280.62% | Q2 2026 | Sep 02, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,088,752 | 45,956 | 0.58% | 0.63% | 39 | +41,160 | 3.93% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 975,031 | 41,156 | 0.1% | 0.07% | 40 | +326,825 | 50.42% | Q2 2026 | Jul 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 979,852 | 40,957 | 0.78% | 0.84% | 41 | -13,767 | -1.39% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 964,946 | 40,730 | 0.35% | 0.32% | 42 | +207,022 | 27.31% | Q2 2026 | Aug 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 950,483 | 40,119 | 3.65% | 4.01% | 43 | +36,120 | 3.95% | Q2 2026 | Aug 10, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 898,068 | 37,907 | 10.89% | 10.34% | 44 | +165,648 | 22.62% | Q2 2026 | Aug 07, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 893,243 | 37,346 | 8.07% | 8.03% | 45 | +80,728 | 9.94% | Q2 2026 | Jul 14, 2026 |
| Annandale Capital, LLC | History | Added to | 884,325 | 37,327 | 5.09% | 5.19% | 46 | +12,877 | 1.48% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | Added to | 873,444 | 36,868 | 0.71% | 2.3% | 47 | +241,990 | 38.32% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 866,442 | 36,573 | 0.01% | 0.01% | 48 | +76,659 | 9.71% | Q2 2026 | Aug 14, 2026 |
| Tencap Wealth Coaching, LLC | History | Added to | 850,105 | 35,913 | 11.39% | 12.58% | 49 | +59,397 | 7.51% | Q2 2026 | Jul 29, 2026 |
| Meeder Advisory Services, Inc. | History | New | 842,494 | 35,561 | 1.3% | — | 50 | +842,494 | New | Q2 2026 | Aug 07, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 825,494 | 34,844 | 9.79% | 9.94% | 51 | +74,390 | 9.9% | Q2 2026 | Jul 31, 2026 |
| Aspen Capital Management, LLC | History | Added to | 824,636 | 34,807 | 7.68% | 8.6% | 52 | +1,524 | 0.19% | Q2 2026 | Aug 04, 2026 |
| Opus Capital Group, LLC | History | Added to | 809,244 | 34,158 | 3.31% | 3.47% | 53 | +44,550 | 5.83% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 806,725 | 34,051 | 11.94% | 12.8% | 54 | +18,226 | 2.31% | Q2 2026 | Aug 04, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 757,059 | 31,955 | 12.63% | 13.37% | 55 | +39,088 | 5.44% | Q2 2026 | Jul 07, 2026 |
| Tillman Hartley LLC | History | Added to | 742,314 | 31,333 | 7.04% | 7.12% | 56 | +70,323 | 10.46% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 735,680 | 31,053 | 0.88% | 0.98% | 57 | -3,274 | -0.44% | Q2 2026 | Jul 07, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 733,815 | 30,974 | 22.58% | 23.96% | 58 | +34,553 | 4.94% | Q2 2026 | Jul 31, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 733,429 | 30,958 | 4.97% | 5.13% | 59 | +99,077 | 15.62% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 728,519 | 30,750 | 0.15% | 0.12% | 60 | +198,125 | 37.35% | Q2 2026 | Jul 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 723,730 | 30,548 | 5.44% | 5.65% | 61 | +87,663 | 13.78% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 715,438 | 30,198 | 0.0% | — | 62 | +715,438 | New | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 701,524 | 29,555 | 5.47% | 5.76% | 63 | +69,128 | 10.93% | Q2 2026 | Aug 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 681,228 | 28,775 | 3.59% | 3.59% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 669,870 | 28,275 | 7.62% | 8.02% | 65 | +19,386 | 2.98% | Q2 2026 | Aug 05, 2026 |
| Pioneer Wealth Management Group | History | Added to | 663,083 | 27,988 | 6.76% | 7.5% | 66 | +29,618 | 4.68% | Q2 2026 | Jul 07, 2026 |
| Krilogy Financial LLC | History | Added to | 646,124 | 27,272 | 0.81% | 0.84% | 67 | +33,638 | 5.49% | Q2 2026 | Jul 27, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 626,620 | 26,449 | 12.38% | 15.55% | 68 | -51,633 | -7.61% | Q2 2026 | Aug 07, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 624,792 | 26,372 | 6.9% | 7.07% | 69 | +78,043 | 14.27% | Q2 2026 | Aug 13, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 623,012 | 26,297 | 6.54% | 7.0% | 70 | +19,479 | 3.23% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | Added to | 597,541 | 25,222 | 0.04% | 0.05% | 71 | +45,397 | 8.22% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 588,020 | 24,820 | 0.02% | 0.01% | 72 | +258,182 | 78.28% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 581,581 | 24,548 | 0.16% | 0.17% | 73 | +436,354 | 300.46% | Q2 2026 | Aug 10, 2026 |
| Note Advisors, LLC | History | Added to | 579,174 | 24,446 | 10.6% | 10.06% | 74 | +102,597 | 21.53% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | Added to | 576,998 | 24,355 | 2.31% | 2.3% | 75 | +68,402 | 13.45% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 547,090 | 23,191 | 0.0% | 0.0% | 76 | -14,228 | -2.53% | Q2 2026 | Aug 12, 2026 |
| Verisail Partners, LLC | History | Added to | 547,489 | 23,109 | 8.57% | 8.99% | 77 | +22,678 | 4.32% | Q2 2026 | Jul 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 544,478 | 22,971 | 1.53% | 1.55% | 78 | +15,956 | 3.02% | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 542,729 | 22,908 | 8.69% | 9.14% | 79 | +20,027 | 3.83% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 541,118 | 22,842 | 0.03% | 0.02% | 80 | +142,690 | 35.81% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 547,013 | 22,750 | 0.38% | — | 82 | +547,013 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 547,013 | 22,750 | 0.38% | 0.38% | 81 | +39,678 | 7.82% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 538,163 | 22,715 | 0.11% | 0.12% | 83 | +4,753 | 0.89% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 537,855 | 22,703 | 0.18% | 0.25% | 84 | -91,692 | -14.56% | Q2 2026 | Jul 17, 2026 |
| BCO Wealth Management LLC | History | Added to | 530,572 | 22,395 | 12.21% | 13.09% | 85 | +14,319 | 2.77% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 516,715 | 21,810 | 0.29% | 0.32% | 86 | +30,234 | 6.21% | Q2 2026 | Aug 12, 2026 |
| Aurelius Family Office LLC | History | Added to | 506,366 | 21,373 | 8.42% | 8.83% | 87 | +25,202 | 5.24% | Q2 2026 | Jul 13, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 502,526 | 21,211 | 10.22% | 10.68% | 88 | +39,663 | 8.57% | Q2 2026 | Aug 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 497,866 | 21,014 | 3.8% | 3.98% | 89 | +20,211 | 4.23% | Q2 2026 | Jul 15, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 488,859 | 20,634 | 10.57% | 10.96% | 90 | +34,491 | 7.59% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 482,080 | 20,348 | 4.77% | 8.18% | 91 | -11,372 | -2.3% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 471,187 | 19,535 | 0.39% | 0.41% | 92 | +40,563 | 9.42% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 455,846 | 19,241 | 0.02% | 0.02% | 93 | +86,798 | 23.52% | Q2 2026 | Jul 28, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 447,697 | 18,897 | 11.03% | 11.12% | 94 | +56,772 | 14.52% | Q2 2026 | Jul 07, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 442,818 | 18,691 | 1.94% | 2.38% | 95 | +9,246 | 2.13% | Q2 2026 | Jul 09, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 440,497 | 18,593 | 8.09% | 5.7% | 96 | +191,375 | 76.82% | Q2 2026 | Jul 21, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 433,642 | 18,304 | 5.13% | 5.17% | 97 | +30,017 | 7.44% | Q2 2026 | Jul 24, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 427,481 | 18,043 | 2.64% | 3.28% | 98 | -29,049 | -6.36% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 423,743 | 17,886 | 0.0% | 0.0% | 99 | +38,923 | 10.11% | Q2 2026 | Aug 14, 2026 |
| DRAVO BAY LLC | History | Added to | 416,839 | 17,594 | 6.09% | 6.12% | 100 | +60,173 | 16.87% | Q2 2026 | Aug 11, 2026 |
| RCS Financial Planning, LLC | History | Added to | 413,979 | 17,474 | 8.27% | 9.03% | 101 | +1,751 | 0.42% | Q2 2026 | Jul 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 407,548 | 17,258 | 8.73% | 9.71% | 102 | +8,304 | 2.08% | Q2 2026 | Aug 18, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 408,292 | 17,233 | 8.03% | 8.68% | 103 | +13,603 | 3.45% | Q2 2026 | Jul 17, 2026 |
| City State Bank | History | Added to | 392,935 | 16,585 | 3.8% | 4.03% | 104 | +24,848 | 6.75% | Q2 2026 | Jul 14, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 388,885 | 16,414 | 13.92% | 14.3% | 105 | +28,537 | 7.92% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 386,395 | 16,309 | 0.17% | 0.1% | 106 | +182,312 | 89.33% | Q2 2026 | Aug 03, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 390,392 | 16,201 | 3.16% | 1.81% | 107 | +186,118 | 91.11% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 380,842 | 16,075 | 0.08% | 0.1% | 108 | -48,500 | -11.3% | Q2 2026 | Jul 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 378,744 | 15,986 | 1.47% | 1.59% | 109 | +9,479 | 2.57% | Q2 2026 | Jul 24, 2026 |
| Meredith Wealth Planning | History | Added to | 376,067 | 15,873 | 3.75% | 4.01% | 110 | +25,289 | 7.21% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 377,423 | 15,832 | 0.03% | 0.03% | 111 | +51,955 | 15.96% | Q2 2026 | Jul 15, 2026 |
| BWM Planning, LLC | History | Added to | 370,444 | 15,636 | 3.63% | 3.79% | 112 | +29,803 | 8.75% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 360,320 | 15,209 | 0.09% | 0.07% | 113 | +105,785 | 41.56% | Q2 2026 | Jul 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 360,171 | 15,202 | 3.96% | 4.49% | 114 | +10,415 | 2.98% | Q2 2026 | Jul 13, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 358,179 | 15,118 | 6.4% | 6.48% | 115 | +40,245 | 12.66% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 351,672 | 14,844 | 0.06% | 0.07% | 116 | +11,564 | 3.4% | Q2 2026 | Aug 11, 2026 |
| Financial Symmetry Inc | History | Added to | 351,212 | 14,824 | 4.95% | 5.03% | 117 | +15,966 | 4.76% | Q2 2026 | Jul 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 349,716 | 14,761 | 0.92% | — | 118 | +349,716 | New | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 348,193 | 14,697 | 0.09% | 0.08% | 119 | +97,036 | 38.64% | Q2 2026 | Jul 20, 2026 |
| Mattern Wealth Management LLC | History | Added to | 348,041 | 14,690 | 2.41% | 2.83% | 120 | +4,314 | 1.26% | Q2 2026 | Jul 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 345,812 | 14,596 | 1.83% | 2.09% | 121 | +36,401 | 11.76% | Q2 2026 | Jul 14, 2026 |
| Kings Path Partners LLC | History | Added to | 344,663 | 14,548 | 3.87% | 4.74% | 122 | +18,098 | 5.54% | Q2 2026 | Jul 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 342,537 | 14,458 | 3.37% | 3.72% | 123 | +9,255 | 2.78% | Q2 2026 | Jul 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 341,391 | 14,410 | 0.45% | 0.6% | 124 | -31,854 | -8.53% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 335,331 | 14,154 | 0.13% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 334,600 | 14,123 | 5.44% | 5.62% | 126 | +23,373 | 7.51% | Q2 2026 | Aug 10, 2026 |
| Wolfstich Capital, LLC | History | New | 333,767 | 14,081 | 10.87% | — | 127 | +333,767 | New | Q2 2026 | Jul 24, 2026 |
| One Degree Advisors Inc | History | Added to | 327,344 | 13,790 | 3.08% | 3.53% | 128 | +8,885 | 2.79% | Q2 2026 | Jul 31, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 321,704 | 13,579 | 10.3% | 10.17% | 129 | +35,988 | 12.6% | Q2 2026 | Jul 28, 2026 |
| SageOak Financial, LLC | History | Added to | 308,950 | 13,040 | 8.48% | 8.74% | 130 | +14,414 | 4.89% | Q2 2026 | Jul 14, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 308,556 | 12,897 | 6.99% | 7.68% | 131 | -856 | -0.28% | Q2 2026 | Aug 14, 2026 |
| Essential Planning, LLC. | History | Added to | 303,658 | 12,817 | 3.62% | 3.54% | 132 | +40,282 | 15.29% | Q2 2026 | Aug 03, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 302,287 | 12,759 | 2.05% | 0.08% | 133 | +294,839 | 3958.63% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 298,145 | 12,584 | 0.1% | 0.04% | 134 | +193,442 | 184.75% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 297,099 | 12,540 | 0.08% | 0.11% | 135 | -15,561 | -4.98% | Q2 2026 | Sep 08, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 296,233 | 12,504 | 6.8% | 6.61% | 136 | +24,827 | 9.15% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 293,641 | 12,394 | 0.26% | 0.25% | 137 | +70,485 | 31.59% | Q2 2026 | Aug 03, 2026 |
| Graver Capital Management, LLC | History | Reduced | 292,786 | 12,358 | 8.8% | 9.69% | 138 | -9,389 | -3.11% | Q2 2026 | Aug 07, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 290,189 | 12,248 | 7.1% | 7.06% | 139 | +30,361 | 11.69% | Q2 2026 | Aug 10, 2026 |
| Yardley Wealth Management LLC | History | Added to | 287,908 | 12,152 | 5.52% | 5.78% | 140 | +20,718 | 7.75% | Q2 2026 | Jul 16, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 285,657 | 12,057 | 4.0% | 4.17% | 141 | +20,635 | 7.79% | Q2 2026 | Jul 14, 2026 |
| Burk Holdings LLC | History | Added to | 285,493 | 12,050 | 4.45% | 4.39% | 142 | +42,801 | 17.64% | Q2 2026 | Aug 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 284,278 | 11,999 | 2.45% | 2.56% | 143 | +14,555 | 5.4% | Q2 2026 | Jul 02, 2026 |
| ERn Financial, LLC | History | Added to | 282,203 | 11,911 | 1.97% | 2.09% | 144 | +18,877 | 7.17% | Q2 2026 | Jul 23, 2026 |
| Concord Wealth Partners | History | Reduced | 281,934 | 11,900 | 1.36% | 1.56% | 145 | -2,492 | -0.88% | Q2 2026 | Jul 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 278,140 | 11,740 | 1.21% | 1.3% | 146 | +44,155 | 18.87% | Q2 2026 | Jul 31, 2026 |
| First Financial Group Corp | History | Added to | 275,791 | 11,641 | 8.41% | 6.44% | 147 | +88,938 | 47.6% | Q2 2026 | Jul 15, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 272,631 | 11,507 | 6.18% | 6.41% | 148 | +15,832 | 6.17% | Q2 2026 | Jul 16, 2026 |
| Foundry Financial LLC | History | Added to | 271,200 | 11,447 | 3.86% | 3.95% | 149 | +50,447 | 22.85% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Added to | 270,750 | 11,426 | 1.16% | 2.83% | 150 | +195,685 | 260.69% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 269,657 | 11,381 | 2.29% | 2.15% | 151 | +44,289 | 19.65% | Q2 2026 | Aug 12, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 261,998 | 11,058 | 6.96% | 7.72% | 152 | -5,653 | -2.11% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Added to | 260,046 | 10,976 | 0.02% | 0.01% | 153 | +24,452 | 10.38% | Q2 2026 | Aug 27, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 251,315 | 10,608 | 1.41% | 1.45% | 154 | +23,738 | 10.43% | Q2 2026 | Aug 04, 2026 |
| SeedSafe Financial LLC | History | Added to | 250,299 | 10,565 | 7.61% | 8.11% | 155 | +17,042 | 7.31% | Q2 2026 | Aug 12, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 246,146 | 10,389 | 7.2% | — | 156 | +246,146 | New | Q2 2026 | Aug 11, 2026 |
| ArborFi Advisors, LLC | History | Added to | 245,047 | 10,343 | 7.5% | 8.08% | 157 | +10,467 | 4.46% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 243,899 | 10,294 | 0.51% | 0.53% | 158 | +24,267 | 11.05% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 241,705 | 10,202 | 1.34% | 1.21% | 159 | +63,676 | 35.77% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 235,345 | 9,933 | 0.01% | 0.01% | 160 | -47,520 | -16.8% | Q2 2026 | Aug 13, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 235,302 | 9,932 | 5.27% | 5.92% | 161 | -14,017 | -5.62% | Q2 2026 | Jul 08, 2026 |
| United Wealth Management, LLC | History | Added to | 229,619 | 9,692 | 2.18% | 2.37% | 162 | +4,043 | 1.79% | Q2 2026 | Jul 23, 2026 |
| Berger Financial Group, Inc | History | Reduced | 222,462 | 9,390 | 0.48% | 0.58% | 163 | -22,973 | -9.36% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 220,457 | 9,305 | 0.01% | 0.01% | 164 | +5,181 | 2.41% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 217,073 | 9,162 | 0.16% | 0.14% | 165 | +51,941 | 31.45% | Q2 2026 | Jul 14, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 214,289 | 9,045 | 6.57% | 6.15% | 166 | +39,083 | 22.31% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 212,109 | 8,953 | 0.43% | 0.0% | 167 | +211,959 | 141306.0% | Q2 2026 | Jul 28, 2026 |
| AA Financial Advisors, LLC | History | Added to | 211,291 | 8,918 | 1.07% | 1.23% | 168 | +5,287 | 2.57% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Reduced | 210,072 | 8,867 | 0.01% | 0.01% | 169 | -12,325 | -5.54% | Q2 2026 | Aug 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 206,965 | 8,736 | 1.56% | 1.88% | 170 | -19,637 | -8.67% | Q2 2026 | Jul 22, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 205,463 | 8,672 | 0.17% | 0.24% | 171 | -130,438 | -38.83% | Q2 2026 | Aug 05, 2026 |
| Triune Financial Partners, LLC | History | Added to | 195,428 | 8,249 | 1.72% | 1.22% | 172 | +73,588 | 60.4% | Q2 2026 | Aug 07, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 194,715 | 8,218 | 1.1% | 1.21% | 173 | +4,583 | 2.41% | Q2 2026 | Jul 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 192,203 | 8,112 | 1.87% | 2.05% | 174 | +4,838 | 2.58% | Q2 2026 | Jul 28, 2026 |
| LVZ, Inc. | History | Added to | 190,528 | 8,042 | 0.82% | 0.85% | 175 | +13,307 | 7.51% | Q2 2026 | Jul 09, 2026 |
| marrick wealth, LLC | History | Added to | 189,699 | 8,007 | 5.69% | 6.56% | 176 | +4,919 | 2.66% | Q2 2026 | Jul 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 188,195 | 7,938 | 1.57% | 1.61% | 177 | +14,202 | 8.16% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 187,042 | 7,895 | 0.08% | 0.08% | 178 | +21,428 | 12.94% | Q2 2026 | Aug 11, 2026 |
| Parker Financial LLC | History | Added to | 184,346 | 7,776 | 2.84% | 2.94% | 179 | +9,768 | 5.6% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | Added to | 179,554 | 7,578 | 0.27% | 1.52% | 180 | +167,024 | 1332.99% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | Added to | 178,474 | 7,533 | 1.65% | 1.75% | 181 | +11,171 | 6.68% | Q2 2026 | Jul 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 177,825 | 7,505 | 5.04% | 5.61% | 182 | +3,465 | 1.99% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 175,724 | 7,417 | 0.72% | 0.79% | 183 | +3,190 | 1.85% | Q2 2026 | Aug 10, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 175,236 | 7,396 | 3.58% | 4.02% | 184 | +1,140 | 0.65% | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | Reduced | 175,981 | 7,391 | 6.15% | 14.58% | 185 | -228,420 | -56.48% | Q2 2026 | Aug 03, 2026 |
| CGN Advisors LLC | History | Added to | 172,063 | 7,262 | 0.53% | 0.56% | 186 | +3,033 | 1.79% | Q2 2026 | Jul 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 171,615 | 7,243 | 0.04% | 0.03% | 187 | +87,910 | 105.02% | Q2 2026 | Aug 11, 2026 |
| Austin Wealth Management, LLC | History | Added to | 170,408 | 7,160 | 1.51% | 1.62% | 188 | +2,030 | 1.21% | Q2 2026 | Jul 22, 2026 |
| 3 FACTOR INDEXING, LLC | History | Added to | 166,912 | 7,045 | 5.96% | 1.75% | 189 | +122,981 | 279.94% | Q2 2026 | Jul 08, 2026 |
| Citrine Capital LLC | History | Added to | 164,294 | 6,934 | 2.57% | 3.0% | 190 | +322 | 0.2% | Q2 2026 | Jul 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 163,979 | 6,921 | 1.3% | 0.76% | 191 | +79,256 | 93.55% | Q2 2026 | Sep 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 159,564 | 6,735 | 0.8% | 0.6% | 192 | +56,803 | 55.28% | Q2 2026 | Jul 20, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 158,837 | 6,704 | 0.22% | 0.27% | 193 | -15,287 | -8.78% | Q2 2026 | Aug 10, 2026 |
| Navigoe, LLC | History | Added to | 157,994 | 6,668 | 3.49% | 3.83% | 194 | +4,221 | 2.74% | Q2 2026 | Jul 31, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 157,839 | 6,662 | 1.62% | 1.79% | 195 | +12,623 | 8.69% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 155,950 | 6,582 | 0.54% | 0.68% | 196 | +2,491 | 1.62% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | Added to | 155,357 | 6,557 | 0.06% | 0.06% | 197 | +13,236 | 9.31% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 152,212 | 6,426 | 0.26% | 0.4% | 198 | -42,320 | -21.75% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 151,589 | 6,398 | 0.21% | 0.24% | 199 | +691 | 0.46% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 149,119 | 6,294 | 0.07% | 0.08% | 200 | +2,617 | 1.79% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 148,160 | 6,253 | 0.29% | 0.31% | 201 | +7,717 | 5.49% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 146,198 | 6,171 | 0.67% | 0.99% | 202 | -46,005 | -23.94% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 145,106 | 6,124 | 0.02% | 0.02% | 203 | +2,945 | 2.07% | Q2 2026 | Jul 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 144,142 | 6,084 | 1.92% | 2.65% | 204 | -34,025 | -19.1% | Q2 2026 | Aug 06, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 139,188 | 5,875 | 3.84% | 4.07% | 205 | +6,575 | 4.96% | Q2 2026 | Jul 09, 2026 |
| First PREMIER Bank | History | Added to | 135,412 | 5,716 | 0.92% | 0.4% | 206 | +94,227 | 228.79% | Q2 2026 | Jul 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 135,387 | 5,714 | 3.48% | 4.05% | 208 | -14,087 | -9.42% | Q2 2026 | Jul 15, 2026 |
| Applied Capital LLC | History | Added to | 135,391 | 5,714 | 1.84% | 2.07% | 207 | +4,264 | 3.25% | Q2 2026 | Jul 21, 2026 |
| Arnold Financial Planning LLC | History | Added to | 135,325 | 5,712 | 4.26% | 5.29% | 209 | +1,323 | 0.99% | Q2 2026 | Jul 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 134,866 | 5,692 | 1.74% | 1.89% | 210 | +7,043 | 5.51% | Q2 2026 | Aug 14, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 134,631 | 5,682 | 2.71% | 3.0% | 211 | +3,238 | 2.46% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Added to | 133,887 | 5,651 | 0.28% | 0.26% | 212 | +7,429 | 5.87% | Q2 2026 | Jul 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 132,027 | 5,572 | 3.02% | 3.67% | 213 | -9,431 | -6.67% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 131,866 | 5,566 | 0.04% | 0.04% | 214 | +17,115 | 14.91% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 131,809 | 5,563 | 0.31% | 0.3% | 215 | +17,114 | 14.92% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 131,154 | 5,536 | 0.09% | 0.09% | 216 | +16,024 | 13.92% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 130,486 | 5,507 | 0.35% | 0.38% | 217 | +8,953 | 7.37% | Q2 2026 | Jul 30, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 128,685 | 5,431 | 3.39% | 4.0% | 218 | -2,544 | -1.94% | Q2 2026 | Aug 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 129,193 | 5,419 | 0.52% | 0.13% | 219 | +102,786 | 389.24% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 128,374 | 5,418 | 2.52% | 2.65% | 220 | +17,753 | 16.05% | Q2 2026 | Aug 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 128,058 | 5,399 | 1.23% | 1.33% | 221 | -3,047 | -2.32% | Q2 2026 | Jul 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 127,527 | 5,382 | 2.07% | 2.26% | 222 | -5,984 | -4.48% | Q2 2026 | Jul 16, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 127,037 | 5,362 | 0.67% | 0.56% | 223 | +32,032 | 33.72% | Q2 2026 | Jul 20, 2026 |
| FinDec Wealth Services, Inc. | History | Added to | 126,375 | 5,334 | 6.3% | 5.56% | 224 | +18,627 | 17.29% | Q2 2026 | Aug 06, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 126,247 | 5,328 | 1.02% | 1.11% | 225 | +64 | 0.05% | Q2 2026 | Aug 07, 2026 |
| Forum Financial Management, LP | History | Added to | 125,872 | 5,313 | 0.07% | 0.07% | 226 | +456 | 0.36% | Q2 2026 | Jul 23, 2026 |
| Pacific Asset Management, LLC | History | Added to | 121,303 | 5,120 | 2.51% | 2.46% | 227 | +17,147 | 16.46% | Q2 2026 | Jul 27, 2026 |
| ENTREWEALTH, LLC | History | Added to | 121,171 | 5,050 | 1.87% | 2.11% | 228 | +9,417 | 8.43% | Q2 2026 | Aug 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 119,240 | 5,033 | 2.82% | 2.62% | 229 | +23,314 | 24.3% | Q2 2026 | Jul 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 113,989 | 4,811 | 0.63% | 0.7% | 230 | +2,986 | 2.69% | Q2 2026 | Jul 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 112,349 | 4,742 | 3.79% | 4.93% | 231 | +227 | 0.2% | Q2 2026 | Aug 10, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 109,828 | 4,635 | 1.67% | 1.33% | 232 | +34,137 | 45.1% | Q2 2026 | Jul 17, 2026 |
| Greenspring Advisors, LLC | History | Added to | 109,030 | 4,602 | 0.25% | 0.26% | 233 | +7,227 | 7.1% | Q2 2026 | Aug 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 107,000 | 4,516 | 0.18% | 0.16% | 234 | +24,491 | 29.68% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 106,318 | 4,487 | 0.03% | 0.03% | 235 | +11,960 | 12.68% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | New | 106,097 | 4,478 | 0.05% | — | 236 | +106,097 | New | Q2 2026 | Aug 12, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 104,950 | 4,429 | 3.26% | 3.33% | 237 | +12,506 | 13.53% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 104,535 | 4,412 | 0.05% | 0.07% | 238 | +21,302 | 25.59% | Q2 2026 | Jul 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 103,408 | 4,364 | 1.49% | 1.76% | 239 | +3,851 | 3.87% | Q2 2026 | Jul 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 101,925 | 4,302 | 1.01% | 1.11% | 240 | +252 | 0.25% | Q2 2026 | Jul 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 100,937 | 4,260 | 0.81% | 1.45% | 241 | -358,957 | -78.05% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | New | 100,937 | 4,260 | 0.81% | — | 242 | +100,937 | New | Q2 2026 | Aug 14, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 97,878 | 4,131 | 2.13% | 2.46% | 243 | +2,621 | 2.75% | Q2 2026 | Aug 07, 2026 |
| Family Capital Management, Inc. | History | Added to | 97,657 | 4,122 | 1.6% | 1.78% | 244 | +2,983 | 3.15% | Q2 2026 | Jul 31, 2026 |
| TCP Asset Management, LLC | History | Added to | 97,298 | 4,106 | 0.47% | 0.45% | 245 | +14,782 | 17.91% | Q2 2026 | Jul 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 96,525 | 4,074 | 0.94% | 1.21% | 246 | -7,452 | -7.17% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 95,370 | 4,025 | 0.0% | 0.01% | 247 | +9,290 | 10.79% | Q2 2026 | Aug 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 92,844 | 3,918 | 0.0% | 0.0% | 248 | -9,719 | -9.48% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 92,751 | 3,915 | 0.05% | 0.0% | 249 | +85,504 | 1179.85% | Q2 2026 | Jul 22, 2026 |
| Torren Management, LLC | History | Reduced | 91,748 | 3,872 | 1.97% | 5.41% | 250 | -165,651 | -64.36% | Q2 2026 | Jul 10, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 90,915 | 3,837 | 0.28% | 0.26% | 251 | +16,450 | 22.09% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 89,796 | 3,790 | 1.18% | 1.13% | 252 | +12,284 | 15.85% | Q2 2026 | Jul 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 89,249 | 3,767 | 0.46% | 0.46% | 253 | +14,956 | 20.13% | Q2 2026 | Aug 11, 2026 |
| Schulz Wealth, LTD. | History | New | 87,540 | 3,695 | 1.91% | — | 254 | +87,540 | New | Q2 2026 | Aug 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 87,040 | 3,673 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 86,568 | 3,654 | 0.12% | 0.2% | 256 | +2,683 | 3.2% | Q2 2026 | Aug 06, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 85,562 | 3,626 | 2.71% | 2.55% | 257 | +15,775 | 22.6% | Q2 2026 | Jul 07, 2026 |
| Tradewinds, LLC. | History | New | 1,561 | 3,588 | 0.81% | — | 258 | +1,561 | New | Q2 2026 | Aug 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 79,915 | 3,373 | 2.62% | 2.46% | 259 | +14,300 | 21.79% | Q2 2026 | Aug 07, 2026 |
| MB Generational Wealth, LLC | History | Added to | 78,892 | 3,330 | 1.63% | 1.59% | 260 | +10,763 | 15.8% | Q2 2026 | Jul 31, 2026 |
| Canopy Partners, LLC | History | Reduced | 78,586 | 3,317 | 1.0% | 1.14% | 261 | -256 | -0.32% | Q2 2026 | Jul 22, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 75,053 | 3,168 | 2.38% | 2.46% | 262 | +1,205 | 1.63% | Q2 2026 | Aug 12, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 75,050 | 3,167 | 3.18% | 2.64% | 263 | -38,636 | -33.98% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | Added to | 73,830 | 3,116 | 0.08% | 0.09% | 264 | +10 | 0.01% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 72,624 | 3,065 | 0.0% | 0.0% | 265 | +36,512 | 101.11% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 71,792 | 3,030 | 0.02% | 0.02% | 266 | +11,831 | 19.73% | Q2 2026 | Aug 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 71,298 | 3,009 | 0.05% | 0.04% | 267 | +14,008 | 24.45% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 70,764 | 2,986 | 0.03% | 0.03% | 268 | +10,655 | 17.73% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 70,615 | 2,980 | 0.06% | 0.06% | 269 | +2,001 | 2.92% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | Added to | 69,720 | 2,942 | 0.0% | 0.0% | 270 | +2,386 | 3.54% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,747 | 2,910 | 0.0% | 0.0% | 271 | +63,376 | 1179.97% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 68,267 | 2,881 | 0.89% | 1.18% | 272 | -13,308 | -16.31% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 66,860 | 2,822 | 0.05% | 0.05% | 273 | +7,238 | 12.14% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 65,886 | 2,781 | 0.01% | 0.01% | 274 | -7,373 | -10.06% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,966 | 2,699 | 0.01% | 0.01% | 275 | -1,399 | -2.14% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 63,895 | 2,697 | 0.0% | 0.0% | 276 | +25,579 | 66.76% | Q2 2026 | Aug 03, 2026 |
| rebel Financial LLC | History | No change | 61,800 | 2,609 | 1.13% | 1.13% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 60,130 | 2,538 | 0.09% | 0.13% | 278 | -43,686 | -42.08% | Q2 2026 | Jul 24, 2026 |
| Aegis Wealth Management LLC | History | Added to | 60,106 | 2,537 | 1.19% | 1.35% | 279 | +4,348 | 7.8% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | Added to | 58,918 | 2,486 | 0.24% | 0.21% | 280 | +14,779 | 33.48% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 58,769 | 2,480 | 0.17% | 0.14% | 281 | +4,987 | 9.27% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 58,136 | 2,453 | 0.05% | 0.06% | 282 | -5,690 | -8.91% | Q2 2026 | Aug 14, 2026 |
| Outbound Financial Inc | History | Added to | 58,013 | 2,448 | 1.59% | 1.66% | 283 | +5,570 | 10.62% | Q2 2026 | Jul 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 57,957 | 2,446 | 1.62% | 1.62% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HTG Investment Advisors, Inc. | History | New | 57,842 | 2,441 | 0.63% | — | 285 | +57,842 | New | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 56,396 | 2,380 | 0.04% | — | 286 | +56,396 | New | Q2 2026 | Jul 21, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 55,955 | 2,361 | 1.36% | 1.51% | 287 | +3,204 | 6.07% | Q2 2026 | Aug 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 55,871 | 2,358 | 1.16% | 1.23% | 288 | +560 | 1.01% | Q2 2026 | Jul 16, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 55,519 | 2,343 | 1.08% | 1.27% | 289 | +940 | 1.72% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 55,428 | 2,339 | 0.49% | 0.51% | 290 | +2,575 | 4.87% | Q2 2026 | Jul 20, 2026 |
| WealthSpring Partners, LLC | History | Added to | 55,285 | 2,333 | 2.0% | 1.54% | 291 | +15,492 | 38.93% | Q2 2026 | Aug 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 55,000 | 2,321 | 0.69% | 0.78% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evanson Financial, LLC | History | New | 52,838 | 2,230 | 0.11% | — | 293 | +52,838 | New | Q2 2026 | Jul 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 52,309 | 2,208 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ProCore Advisors, LLC | History | Added to | 52,013 | 2,195 | 2.72% | 3.24% | 295 | +1,941 | 3.88% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | Added to | 48,945 | 2,065 | 0.36% | 0.44% | 296 | +250 | 0.51% | Q2 2026 | Jul 24, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 47,690 | 2,003 | 0.53% | 0.38% | 297 | +17,331 | 57.09% | Q2 2026 | Jul 20, 2026 |
| LexAurum Advisors, LLC | History | Added to | 46,928 | 1,980 | 0.23% | 0.25% | 298 | +2,092 | 4.67% | Q2 2026 | Jul 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 46,140 | 1,947 | 0.6% | 0.63% | 299 | +1,847 | 4.17% | Q2 2026 | Jul 29, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 44,778 | 1,890 | 0.51% | 0.93% | 300 | -24,783 | -35.63% | Q2 2026 | Jul 09, 2026 |
| Arista Wealth Management, LLC | History | No change | 43,088 | 1,818 | 0.2% | 0.22% | 301 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 42,895 | 1,810 | 0.52% | 0.57% | 302 | +2,401 | 5.93% | Q2 2026 | Jul 29, 2026 |
| Cloud Capital Management, LLC | History | Added to | 42,426 | 1,790 | 0.65% | 0.69% | 303 | +4,706 | 12.48% | Q2 2026 | Aug 13, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 39,815 | 1,680 | 0.31% | 0.25% | 304 | +12,944 | 48.17% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39,401 | 1,670 | 0.05% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 38,933 | 1,643 | 0.26% | 0.29% | 306 | +4,247 | 12.24% | Q2 2026 | Aug 10, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 37,688 | 1,590 | 0.12% | 0.13% | 307 | +182 | 0.49% | Q2 2026 | Jul 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 37,475 | 1,581 | 0.77% | 0.85% | 308 | +2 | 0.01% | Q2 2026 | Aug 07, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 37,105 | 1,566 | 0.69% | 0.73% | 309 | +3,461 | 10.29% | Q2 2026 | Jul 30, 2026 |
| Williams & Novak, LLC | History | Added to | 36,785 | 1,552 | 1.03% | 1.1% | 310 | +1,865 | 5.34% | Q2 2026 | Jul 08, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 36,593 | 1,544 | 0.48% | 0.68% | 311 | -8,086 | -18.1% | Q2 2026 | Jul 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 36,546 | 1,542 | 0.37% | 0.39% | 312 | +3,407 | 10.28% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 36,488 | 1,540 | 0.02% | — | 313 | +36,488 | New | Q2 2026 | Jul 28, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 36,322 | 1,533 | 0.19% | 0.21% | 314 | -60 | -0.16% | Q2 2026 | Jul 27, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 35,847 | 1,513 | 0.15% | 0.17% | 315 | -630 | -1.73% | Q2 2026 | Jul 08, 2026 |
| GEM Asset Management, LLC | History | Added to | 35,667 | 1,505 | 0.59% | 0.46% | 316 | +11,021 | 44.72% | Q2 2026 | Jul 21, 2026 |
| Worth Asset Management, LLC | History | Reduced | 35,370 | 1,492 | 0.48% | 0.62% | 317 | -4,217 | -10.65% | Q2 2026 | Jul 08, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 35,192 | 1,485 | 0.24% | 0.22% | 318 | +8,496 | 31.82% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 34,952 | 1,475 | 0.01% | 0.01% | 319 | +4,301 | 14.03% | Q2 2026 | Sep 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 34,900 | 1,473 | 0.02% | 0.02% | 320 | +7,414 | 26.97% | Q2 2026 | Jul 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 34,339 | 1,449 | 0.12% | 0.16% | 321 | -7,829 | -18.57% | Q2 2026 | Jul 21, 2026 |
| Csenge Advisory Group | History | Added to | 34,194 | 1,443 | 0.06% | 0.06% | 322 | +1,440 | 4.4% | Q2 2026 | Aug 10, 2026 |
| Shearwater Capital LLC | History | Reduced | 33,988 | 1,434 | 0.68% | 0.76% | 323 | -146 | -0.43% | Q2 2026 | Jul 08, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 33,113 | 1,397 | 0.0% | 0.0% | 324 | +1,403 | 4.42% | Q2 2026 | Aug 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 32,960 | 1,391 | 0.67% | 0.74% | 325 | +126 | 0.38% | Q2 2026 | Jul 28, 2026 |
| Factor Wealth Management LTD | History | Reduced | 32,847 | 1,386 | 0.21% | 0.47% | 326 | -26,769 | -44.9% | Q2 2026 | Jul 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 32,335 | 1,364 | 0.6% | — | 327 | +32,335 | New | Q2 2026 | Aug 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 32,012 | 1,351 | 0.42% | 0.47% | 328 | +322 | 1.02% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 30,296 | 1,278 | 0.03% | 0.02% | 329 | +5,897 | 24.17% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 30,095 | 1,270 | 0.16% | 0.16% | 330 | +2,402 | 8.67% | Q2 2026 | Aug 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 29,556 | 1,247 | 0.09% | 0.1% | 331 | -3,773 | -11.32% | Q2 2026 | Aug 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 28,884 | 1,219 | 0.64% | 0.68% | 332 | +2,117 | 7.91% | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 28,761 | 1,195 | 0.07% | 0.08% | 333 | +3,902 | 15.7% | Q2 2026 | Aug 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 27,219 | 1,148 | 0.25% | 0.29% | 334 | +217 | 0.8% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 26,264 | 1,108 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 26,133 | 1,104 | 0.43% | 0.73% | 336 | -10,542 | -28.74% | Q2 2026 | Aug 10, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 25,727 | 1,085 | 0.1% | 0.09% | 337 | +4,824 | 23.08% | Q2 2026 | Jul 09, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 25,307 | 1,068 | 0.28% | 0.32% | 338 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 25,145 | 1,061 | 0.11% | 0.14% | 339 | -4,244 | -14.44% | Q2 2026 | Aug 12, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 25,114 | 1,060 | 0.32% | 0.5% | 340 | -9,796 | -28.06% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,102 | 1,059 | 0.01% | 0.01% | 341 | +2,337 | 10.27% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 24,910 | 1,051 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 24,731 | 1,043 | 0.49% | 0.18% | 343 | +17,854 | 259.62% | Q2 2026 | Jul 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 23,791 | 1,004 | 0.72% | 0.79% | 344 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oceanside Advisors LLC | History | Added to | 23,284 | 982 | 0.5% | 0.52% | 345 | +1,645 | 7.6% | Q2 2026 | Jul 27, 2026 |
| CSP Financial Group, LLC | History | Added to | 23,219 | 980 | 0.84% | 0.96% | 346 | +998 | 4.49% | Q2 2026 | Jul 27, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 22,371 | 944 | 0.47% | 0.54% | 347 | +184 | 0.83% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 21,513 | 908 | 0.05% | 0.05% | 348 | +942 | 4.58% | Q2 2026 | Jul 10, 2026 |
| 25 LLC | History | Added to | 20,808 | 878 | 0.24% | 0.25% | 349 | +1,400 | 7.21% | Q2 2026 | Jul 28, 2026 |
| Plan Group Financial, LLC | History | Reduced | 20,336 | 858 | 0.18% | 0.25% | 350 | -5,349 | -20.83% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,199 | 852 | 0.02% | 0.02% | 351 | +1,489 | 7.96% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,847 | 837 | 0.02% | 0.14% | 352 | -121,992 | -86.01% | Q2 2026 | Aug 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 19,640 | 829 | 0.31% | 0.36% | 353 | +183 | 0.94% | Q2 2026 | Aug 03, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 19,492 | 822 | 0.36% | 0.37% | 354 | -27 | -0.14% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 18,972 | 800 | 0.14% | 0.06% | 355 | +11,654 | 159.25% | Q2 2026 | Jul 31, 2026 |
| TAGStone Capital, Inc. | History | Added to | 18,886 | 797 | 0.25% | 0.28% | 356 | +118 | 0.63% | Q2 2026 | Aug 11, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 18,706 | 783 | 0.39% | 0.46% | 357 | -1,861 | -9.05% | Q2 2026 | Jul 22, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 18,482 | 780 | 0.33% | 0.25% | 358 | +6,590 | 55.42% | Q2 2026 | Jul 16, 2026 |
| AWM CAPITAL, LLC | History | Added to | 18,426 | 777 | 0.06% | 0.07% | 359 | +121 | 0.66% | Q2 2026 | Jul 31, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 18,270 | 771 | 0.63% | 0.37% | 360 | +9,185 | 101.1% | Q2 2026 | Jul 21, 2026 |
| Forum Private Client Group LLC | History | Added to | 18,228 | 769 | 0.23% | 0.25% | 361 | +357 | 2.0% | Q2 2026 | Aug 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 17,800 | 751 | 0.24% | 0.29% | 362 | -824 | -4.42% | Q2 2026 | Jul 15, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 17,615 | 743 | 0.15% | 0.17% | 363 | -885 | -4.78% | Q2 2026 | Jul 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 17,383 | 733 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | Added to | 16,796 | 708 | 0.08% | 0.09% | 365 | +222 | 1.34% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 16,687 | 704 | 0.05% | 0.05% | 366 | +535 | 3.31% | Q2 2026 | Sep 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,327 | 689 | 0.0% | 0.0% | 367 | +1,918 | 13.31% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,237 | 685 | 0.01% | 0.01% | 368 | +4,255 | 35.51% | Q2 2026 | Aug 06, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 16,038 | 676 | 0.36% | 0.23% | 369 | +9,123 | 131.93% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,925 | 672 | 0.0% | 0.0% | 370 | +3,479 | 27.95% | Q2 2026 | Aug 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 15,739 | 664 | 0.13% | 0.12% | 372 | +1,462 | 10.24% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,732 | 664 | 0.04% | 0.05% | 371 | -285 | -1.78% | Q2 2026 | Aug 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 15,520 | 655 | 0.46% | 0.47% | 373 | +928 | 6.36% | Q2 2026 | Aug 11, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 15,492 | 653 | 0.1% | 0.09% | 374 | +4,565 | 41.78% | Q2 2026 | Jul 10, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 15,289 | 645 | 0.09% | — | 376 | +15,289 | New | Q2 2026 | Jul 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,298 | 645 | 0.01% | 0.02% | 375 | -2,557 | -14.32% | Q2 2026 | Jul 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 15,126 | 638 | 0.0% | 0.0% | 377 | +12,562 | 489.94% | Q2 2026 | Aug 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 14,688 | 619 | 0.35% | 0.39% | 378 | +177 | 1.22% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 14,011 | 591 | 0.42% | 0.23% | 379 | +7,466 | 114.07% | Q2 2026 | Aug 06, 2026 |
| Composition Wealth, LLC | History | Added to | 13,759 | 580 | 0.01% | 0.0% | 380 | +8,099 | 143.09% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,638 | 575 | 0.01% | 0.01% | 381 | +2,810 | 25.95% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 13,159 | 555 | 0.0% | — | 382 | +13,159 | New | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,721 | 536 | 0.0% | 0.0% | 383 | +812 | 6.82% | Q2 2026 | Jul 24, 2026 |
| Plancorp, LLC | History | Added to | 12,457 | 520 | 0.01% | 0.01% | 384 | +125 | 1.01% | Q2 2026 | Jul 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,282 | 518 | 0.0% | — | 385 | +12,282 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,156 | 513 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,881 | 502 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Added to | 11,841 | 499 | 0.32% | 0.36% | 388 | +452 | 3.97% | Q2 2026 | Jul 28, 2026 |
| Five Oceans Advisors | History | Reduced | 11,814 | 498 | 0.16% | 0.25% | 389 | -4,520 | -27.67% | Q2 2026 | Jul 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 11,692 | 493 | 0.21% | 0.22% | 390 | +654 | 5.92% | Q2 2026 | Jul 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 11,587 | 489 | 0.1% | 0.07% | 391 | +5,185 | 80.99% | Q2 2026 | Jul 17, 2026 |
| Gemmer Asset Management LLC | History | Added to | 11,581 | 488 | 0.03% | 0.03% | 392 | +2,404 | 26.2% | Q2 2026 | Jul 15, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 11,424 | 482 | 0.08% | 0.15% | 393 | -5,104 | -30.88% | Q2 2026 | Aug 10, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 11,057 | 466 | 0.15% | 0.29% | 394 | -8,779 | -44.26% | Q2 2026 | Jul 07, 2026 |
| HANCOCK WHITNEY CORP | History | New | 11,003 | 464 | 0.01% | — | 395 | +11,003 | New | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,950 | 462 | 0.1% | 0.1% | 396 | +5 | 0.05% | Q2 2026 | Jul 15, 2026 |
| Balance Wealth Partners LLC | History | New | 10,716 | 452 | 0.12% | — | 397 | +10,716 | New | Q2 2026 | Jul 21, 2026 |
| Lutz Financial Services LLC | History | Reduced | 10,574 | 446 | 0.03% | 0.03% | 398 | -579 | -5.19% | Q2 2026 | Aug 05, 2026 |
| LAM GROUP, INC. | History | Added to | 10,550 | 445 | 0.22% | 0.18% | 399 | +2,810 | 36.3% | Q2 2026 | Jul 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 10,425 | 440 | 0.04% | 0.06% | 400 | -1,588 | -13.22% | Q2 2026 | Jul 09, 2026 |
| Old Peak Finance LLC | History | Added to | 10,345 | 436 | 0.21% | 0.25% | 401 | +337 | 3.37% | Q2 2026 | Aug 03, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | New | 9,989 | 421 | 0.18% | — | 402 | +9,989 | New | Q2 2026 | Aug 11, 2026 |
| WINNACLE WEALTH LLC | History | New | 9,928 | 419 | 0.28% | — | 403 | +9,928 | New | Q2 2026 | Jul 21, 2026 |
| Golden Bell Financial Planning LLC | History | New | 9,918 | 418 | 0.31% | — | 404 | +9,918 | New | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,865 | 416 | 0.02% | 0.02% | 405 | +64 | 0.65% | Q2 2026 | Jul 31, 2026 |
| Everhart Financial Group, Inc. | History | New | 9,776 | 412 | 0.03% | — | 406 | +9,776 | New | Q2 2026 | Jul 08, 2026 |
| StrongBox Wealth, LLC | History | No change | 9,503 | 401 | 0.11% | 0.13% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 9,021 | 380 | 0.22% | 0.33% | 408 | -2,615 | -22.47% | Q2 2026 | Jul 16, 2026 |
| FARMERS TRUST CO | History | No change | 9,000 | 379 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 8,937 | 377 | 0.24% | 0.26% | 410 | +425 | 4.99% | Q2 2026 | Jul 31, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 8,861 | 374 | 0.07% | 0.09% | 411 | -424 | -4.57% | Q2 2026 | Aug 05, 2026 |
| POTENTIA WEALTH | History | No change | 8,865 | 374 | 0.15% | 0.14% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 8,784 | 370 | 0.18% | 0.2% | 413 | +478 | 5.75% | Q2 2026 | Jul 08, 2026 |
| Keel Point, LLC | History | Added to | 8,706 | 367 | 0.02% | 0.02% | 414 | +241 | 2.85% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,592 | 362 | 0.03% | 0.03% | 415 | +859 | 11.11% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 8,548 | 360 | 0.02% | 0.02% | 416 | +3,326 | 63.69% | Q2 2026 | Jul 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 8,342 | 352 | 0.02% | — | 417 | +8,342 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,303 | 350 | 0.04% | 0.05% | 418 | +46 | 0.56% | Q2 2026 | Jul 10, 2026 |
| Navigate Wealth Management, LLC | History | No change | 8,329 | 349 | 0.22% | 0.25% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REGIONS FINANCIAL CORP | History | New | 8,120 | 342 | 0.0% | — | 420 | +8,120 | New | Q2 2026 | Aug 10, 2026 |
| American Investment Services, Inc. | History | Added to | 7,928 | 334 | 0.07% | 0.07% | 421 | +336 | 4.43% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,600 | 320 | 0.04% | 0.05% | 422 | -1,497 | -16.46% | Q2 2026 | Jul 23, 2026 |
| Venture Visionary Partners LLC | History | New | 7,548 | 318 | 0.01% | — | 423 | +7,548 | New | Q2 2026 | Jul 27, 2026 |
| Vigil Wealth Management, LLC | History | No change | 7,369 | 311 | 0.22% | 0.25% | 424 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,263 | 306 | 0.03% | 0.03% | 425 | +535 | 7.95% | Q2 2026 | Jul 28, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 7,219 | 304 | 0.23% | 0.24% | 426 | +729 | 11.23% | Q2 2026 | Jul 31, 2026 |
| Gambit Capital Management, LLC | History | New | 7,185 | 303 | 0.18% | — | 428 | +7,185 | New | Q2 2026 | Aug 11, 2026 |
| Matisse Capital | History | No change | 7,200 | 303 | 0.12% | 0.13% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,108 | 300 | 0.04% | 0.05% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 21 West Wealth Management LLC | History | Added to | 7,101 | 299 | 0.26% | 0.27% | 430 | +130 | 1.86% | Q2 2026 | Jul 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 6,963 | 293 | 0.12% | 0.12% | 431 | +1,384 | 24.81% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 6,849 | 289 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,762 | 285 | 0.03% | 0.03% | 433 | -6,762 | -50.0% | Q2 2026 | Jul 16, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,731 | 284 | 0.1% | 0.11% | 434 | -39 | -0.58% | Q2 2026 | Jul 14, 2026 |
| Rise Advisors, LLC | History | Added to | 6,528 | 275 | 0.08% | 0.1% | 435 | +65 | 1.01% | Q2 2026 | Jul 10, 2026 |
| Burton Enright Welch | History | Added to | 6,217 | 262 | 0.03% | 0.04% | 436 | +77 | 1.25% | Q2 2026 | Jul 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 6,117 | 258 | 0.11% | 0.12% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | Reduced | 6,049 | 255 | 0.0% | 0.01% | 438 | -2,100 | -25.77% | Q2 2026 | Jul 27, 2026 |
| Nuveen, LLC | History | New | 6,026 | 254 | 0.0% | — | 439 | +6,026 | New | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 5,945 | 250 | 0.08% | 0.08% | 440 | +738 | 14.17% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | Reduced | 5,852 | 247 | 0.02% | 0.03% | 441 | -190 | -3.14% | Q2 2026 | Aug 07, 2026 |
| Planning Center, Inc. | History | No change | 5,854 | 247 | 0.02% | 0.03% | 442 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,833 | 246 | 0.0% | — | 443 | +5,833 | New | Q2 2026 | Aug 10, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,796 | 244 | 0.16% | 0.18% | 444 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 5,749 | 242 | 0.14% | 0.25% | 446 | -1,407 | -19.66% | Q2 2026 | Jul 16, 2026 |
| New Capital Management LP | History | No change | 5,754 | 242 | 0.06% | 0.06% | 445 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,699 | 240 | 0.01% | — | 447 | +5,699 | New | Q2 2026 | Jul 27, 2026 |
| Inspire Advisors, LLC | History | New | 5,596 | 236 | 0.02% | — | 448 | +5,596 | New | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | New | 5,473 | 231 | 0.07% | — | 449 | +5,473 | New | Q2 2026 | Aug 20, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 5,466 | 230 | 0.12% | 0.14% | 451 | +140 | 2.63% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Services | History | Added to | 5,460 | 230 | 0.06% | 0.07% | 450 | +109 | 2.04% | Q2 2026 | Aug 05, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 5,431 | 229 | 0.12% | — | 452 | +5,431 | New | Q2 2026 | Jul 15, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 5,402 | 228 | 0.15% | — | 453 | +5,402 | New | Q2 2026 | Aug 14, 2026 |
| Generations Wealth, LLC | History | Reduced | 5,364 | 226 | 0.21% | 0.58% | 454 | -8,807 | -62.15% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | New | 5,278 | 222 | 0.01% | — | 455 | +5,278 | New | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,223 | 220 | 0.02% | 0.02% | 456 | +21 | 0.4% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,211 | 219 | 0.0% | — | 459 | +5,211 | New | Q2 2026 | Aug 18, 2026 |
| Clark Asset Management, LLC | History | New | 5,207 | 219 | 0.02% | — | 460 | +5,207 | New | Q2 2026 | Jul 07, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 5,207 | 219 | 0.08% | 0.08% | 457 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| B&D White Capital Company, LLC | History | No change | 5,211 | 219 | 0.02% | 0.03% | 458 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,133 | 216 | 0.0% | 0.01% | 461 | -178 | -3.35% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 5,103 | 215 | 0.0% | 0.0% | 462 | +3,382 | 196.51% | Q2 2026 | Aug 13, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 5,102 | 215 | 0.06% | 0.07% | 463 | -127 | -2.43% | Q2 2026 | Jul 23, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 5,063 | 213 | 0.05% | 0.06% | 464 | -470 | -8.49% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | New | 5,045 | 212 | 0.01% | — | 465 | +5,045 | New | Q2 2026 | Jul 23, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 4,881 | 206 | 0.11% | 0.13% | 468 | -128 | -2.56% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,885 | 206 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 4,885 | 206 | 0.07% | 0.09% | 467 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4,041 | 170 | 0.01% | 0.02% | 469 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,000 | 168 | 0.0% | 0.0% | 470 | -1,973 | -33.03% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | New | 3,898 | 164 | 0.0% | — | 471 | +3,898 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,817 | 161 | 0.0% | 0.0% | 472 | +1,077 | 39.31% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 3,528 | 148 | 0.03% | 0.04% | 473 | -853 | -19.47% | Q2 2026 | Aug 04, 2026 |
| Montgomery Financial Services LLC | History | New | 3,388 | 143 | 0.12% | — | 474 | +3,388 | New | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,160 | 133 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | New | 2,829 | 119 | 0.0% | — | 476 | +2,829 | New | Q2 2026 | Aug 06, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 2,808 | 118 | 0.02% | 0.01% | 477 | +881 | 45.72% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,730 | 115 | 0.0% | 0.0% | 478 | +158 | 6.14% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,545 | 107 | 0.0% | 0.0% | 479 | +2,446 | 2470.71% | Q2 2026 | Aug 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 2,502 | 105 | 0.05% | 0.05% | 480 | +42 | 1.71% | Q2 2026 | Jul 29, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,345 | 98 | 0.01% | 0.01% | 481 | -319 | -11.97% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | New | 1,774 | 75 | 0.0% | — | 482 | +1,774 | New | Q2 2026 | Jul 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,700 | 71 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,675 | 70 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 1,560 | 65 | 0.04% | 0.06% | 486 | -465 | -22.96% | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,550 | 65 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Added to | 1,514 | 63 | 0.0% | 0.0% | 487 | +355 | 30.63% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,431 | 60 | 0.02% | 0.02% | 488 | -1 | -0.07% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | New | 1,406 | 59 | 0.0% | — | 489 | +1,406 | New | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,098 | 46 | 0.02% | — | 490 | +1,098 | New | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,070 | 45 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 970 | 40 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 856 | 36 | 0.0% | 0.0% | 493 | +9 | 1.06% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | New | 808 | 34 | 0.0% | — | 494 | +808 | New | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 801 | 33 | 0.0% | 0.0% | 495 | +634 | 379.64% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 785 | 33 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arlington Trust Co LLC | History | No change | 795 | 33 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SWAN Capital LLC | History | New | 743 | 31 | 0.01% | — | 498 | +743 | New | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | New | 721 | 30 | 0.0% | — | 499 | +721 | New | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | Added to | 658 | 27 | 0.01% | 0.01% | 500 | +60 | 10.03% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 435 | 18 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 356 | 15 | 0.0% | — | 504 | +356 | New | Q2 2026 | Jul 06, 2026 |
| Colonial Trust Co / SC | History | Reduced | 378 | 15 | 0.0% | 0.0% | 503 | -27 | -6.67% | Q2 2026 | Aug 11, 2026 |
| Operose Advisors LLC | History | No change | 379 | 15 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 253 | 10 | 0.0% | — | 506 | +253 | New | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 253 | 10 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 219 | 9 | 0.0% | — | 507 | +219 | New | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 182 | 7 | 0.0% | — | 508 | +182 | New | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 158 | 6 | 0.0% | 0.05% | 509 | -1,428 | -90.04% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 4 | 0.0% | — | 510 | +100 | New | Q2 2026 | Jul 23, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 76 | 3 | 0.0% | 0.01% | 512 | -1,275 | -94.37% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 88 | 3 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Go Invest LLC | History | Added to | 53 | 2 | 0.0% | 0.0% | 514 | +11 | 26.19% | Q2 2026 | Aug 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -205,869 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -73,607 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.55% | — | -69,787 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 2.37% | — | -54,690 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GEN Financial Management, INC. | History | Closed out | 0 | 0 | — | 0.63% | — | -23,968 | -100.0% | Q2 2026 | Jul 24, 2026 |
| PINKERTON WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,924 | -100.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,457 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,701 | -100.0% | Q2 2026 | Jul 17, 2026 |
| 55 North Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,231 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Passive Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,475 | -100.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,198 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -5,994 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,078 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,071 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,471 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,788 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,249 | -100.0% | Q2 2026 | Aug 11, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,088 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Jul 23, 2026 |
| ST GERMAIN D J CO INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |