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.
Details.
Showing first 300 of
538 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |