Dimensional ETF Trust - DFEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | No change | 15,767,639 | 640,796 | 8.23% | 8.23% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 9,899,602 | 402,319 | 0.41% | 0.41% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,824,359 | 358,618 | 3.04% | 3.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,299,151 | 215,357 | 1.07% | 1.07% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Truepoint, Inc. | History | No change | 4,964,110 | 201,741 | 4.21% | 4.21% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | No change | 4,375,866 | 177,835 | 0.52% | 0.52% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,354,929 | 131,211 | 2.49% | 2.49% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,210,847 | 130,488 | 2.18% | 2.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 3,192,252 | 129,733 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parcion Private Wealth LLC | History | No change | 2,602,795 | 105,777 | 5.87% | 5.87% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 2,462,535 | 100,077 | 6.3% | 6.3% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 2,340,768 | 95,128 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,333,403 | 94,829 | 2.29% | 2.29% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MASECO LLP | History | No change | 2,307,093 | 93,783 | 2.64% | 2.64% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evensky & Katz LLC | History | No change | 2,286,699 | 92,931 | 4.8% | 4.8% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,275,109 | 92,460 | 5.12% | 5.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 2,265,466 | 92,068 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,156,982 | 87,659 | 5.54% | 5.54% | 18 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RW Investment Management LLC | History | No change | 1,953,688 | 79,397 | 6.97% | 6.97% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AWM CAPITAL, LLC | History | No change | 1,907,601 | 77,524 | 6.21% | 6.21% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | Added to | 1,879,918 | 75,572 | 0.96% | 0.92% | 21 | +213,254 | 12.8% | Q3 2026 | Oct 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,792,948 | 72,865 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,777,623 | 72,242 | 0.34% | 0.34% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sageworth Trust Co | History | No change | 1,575,383 | 64,023 | 2.52% | 2.52% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 1,487,895 | 60,468 | 3.08% | 3.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 1,476,229 | 59,982 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,467,866 | 59,654 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 1,389,339 | 56,462 | 5.76% | 5.76% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EnRich Financial Partners LLC | History | No change | 1,201,493 | 48,828 | 11.6% | 11.6% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,160,159 | 47,148 | 0.88% | 0.88% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plancorp, LLC | History | No change | 1,191,181 | 46,039 | 1.12% | 1.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 1,118,058 | 45,434 | 3.05% | 3.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,114,346 | 45,287 | 0.38% | 0.38% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,083,236 | 44,022 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Burton Enright Welch | History | No change | 1,073,188 | 43,614 | 5.12% | 5.12% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Elser Financial Planning, Inc | History | No change | 1,038,515 | 42,205 | 1.83% | 1.83% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 1,036,887 | 42,139 | 6.99% | 6.99% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 1,087,715 | 42,040 | 9.09% | 9.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,030,632 | 41,884 | 3.07% | 3.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rather & Kittrell, Inc. | History | No change | 1,021,198 | 41,501 | 5.8% | 5.8% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 985,390 | 40,046 | 3.25% | 3.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 957,955 | 38,931 | 9.62% | 9.62% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kooman & Associates | History | No change | 954,934 | 38,808 | 10.42% | 10.42% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 953,835 | 38,763 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 947,716 | 38,515 | 0.61% | 0.61% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 933,438 | 37,935 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 912,431 | 37,081 | 3.04% | 3.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 908,460 | 36,919 | 6.57% | 6.57% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 837,466 | 34,034 | 9.73% | 9.73% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 826,431 | 32,825 | 2.37% | 2.37% | 50 | +8,493 | 1.04% | Q3 2026 | Oct 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 787,822 | 32,017 | 0.3% | 0.3% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 785,076 | 31,905 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 763,903 | 31,045 | 2.95% | 2.95% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 757,737 | 30,794 | 0.35% | 0.35% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensible Money, LLC | History | No change | 751,422 | 30,537 | 8.1% | 8.1% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 762,410 | 30,282 | 3.51% | 3.46% | 56 | +41,377 | 5.74% | Q3 2026 | Oct 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 716,843 | 29,132 | 2.88% | 2.88% | 57 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 711,907 | 28,931 | 1.05% | 1.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | No change | 709,279 | 28,825 | 6.28% | 6.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 700,959 | 28,486 | 1.3% | 1.3% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 685,305 | 27,850 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RS CRUM INC. | History | No change | 669,821 | 27,221 | 5.1% | 5.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 649,273 | 26,386 | 4.27% | 4.27% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 644,883 | 26,208 | 5.29% | 5.29% | 64 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 640,307 | 26,056 | 8.26% | 8.26% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eaton-Cambridge Inc. | History | No change | 638,713 | 25,957 | 7.3% | 7.3% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 632,244 | 25,694 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 611,157 | 24,837 | 6.98% | 6.98% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Miramar Fiduciary Corp | History | No change | 610,769 | 24,821 | 24.54% | 24.54% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 608,711 | 24,738 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 602,160 | 24,471 | 0.38% | 0.38% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Premier Financial Group | History | No change | 601,280 | 24,436 | 4.91% | 4.91% | 72 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Evanson Financial, LLC | History | No change | 599,751 | 24,373 | 1.19% | 1.19% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 594,664 | 24,167 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 591,602 | 24,042 | 5.87% | 5.87% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 579,855 | 23,565 | 4.32% | 4.32% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 571,797 | 23,237 | 3.12% | 3.12% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 571,292 | 23,217 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Emprise Bank | History | Added to | 577,197 | 22,926 | 8.76% | 8.4% | 79 | +15,727 | 2.8% | Q3 2026 | Oct 07, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 563,555 | 22,902 | 7.66% | 7.66% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Capital Management, LLC | History | No change | 557,707 | 22,665 | 5.0% | 5.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 553,746 | 22,504 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 553,073 | 22,476 | 1.96% | 1.96% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 550,557 | 22,374 | 5.19% | 5.19% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Financial Group, LLC | History | No change | 544,360 | 22,122 | 6.98% | 6.96% | 85 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 553,200 | 21,973 | 1.88% | 1.83% | 86 | +51,607 | 10.29% | Q3 2026 | Oct 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 537,607 | 21,848 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 529,512 | 21,519 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 522,387 | 21,229 | 12.13% | 12.13% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 515,022 | 20,930 | 5.1% | 5.1% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 514,824 | 20,922 | 7.88% | 7.88% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curated Wealth Partners LLC | History | No change | 514,473 | 20,908 | 2.42% | 2.42% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 525,349 | 20,866 | 3.38% | 2.71% | 93 | +115,105 | 28.06% | Q3 2026 | Oct 08, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 503,491 | 20,461 | 3.21% | 3.21% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SACHEM HILL LLC | History | No change | 495,103 | 20,120 | 3.58% | 3.58% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squire Investment Management Company, LLC | History | No change | 488,613 | 19,857 | 4.78% | 4.78% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 478,612 | 19,450 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flagstone Financial Management | History | No change | 477,389 | 19,401 | 4.34% | 4.34% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| von Borstel & Associates, Inc. | History | No change | 473,286 | 19,234 | 3.94% | 3.94% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 464,509 | 18,877 | 6.31% | 6.31% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 474,963 | 18,856 | 3.49% | 3.49% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equita Financial Network, Inc. | History | No change | 463,928 | 18,854 | 5.23% | 5.23% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peirce Capital Management, LLC | History | No change | 459,338 | 18,667 | 6.84% | 6.84% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Straight Path Wealth Management | History | No change | 451,026 | 18,329 | 4.28% | 4.28% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Planning Navigators CORP | History | No change | 450,591 | 18,312 | 6.85% | 6.85% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Planning Center, Inc. | History | No change | 450,063 | 18,290 | 1.73% | 1.73% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 447,960 | 18,205 | 1.41% | 1.41% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verisail Partners, LLC | History | No change | 447,325 | 18,179 | 6.74% | 6.74% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 446,846 | 18,159 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Symmetry Inc | History | Added to | 453,742 | 18,022 | 5.76% | 5.75% | 110 | +30,033 | 7.09% | Q3 2026 | Oct 06, 2026 |
| Trust Co of the South | History | No change | 418,165 | 16,994 | 2.39% | 2.39% | 111 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Factor Wealth Management LTD | History | Reduced | 427,262 | 16,970 | 2.59% | 2.67% | 112 | -7,347 | -1.69% | Q3 2026 | Oct 08, 2026 |
| Mattern Wealth Management LLC | History | No change | 404,466 | 16,437 | 2.7% | 2.7% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Level Financial Advisors | History | No change | 404,242 | 16,428 | 3.67% | 3.67% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aerodigm Wealth, LLC | History | No change | 400,452 | 16,274 | 5.5% | 5.5% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hassell Wealth Management, LLC | History | No change | 402,620 | 15,863 | 4.87% | 4.87% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BFSG, LLC | History | No change | 380,727 | 15,472 | 1.37% | 1.37% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 378,142 | 15,367 | 4.64% | 4.64% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 377,533 | 15,342 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 376,000 | 15,280 | 2.02% | 2.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 373,431 | 15,176 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 373,277 | 15,169 | 2.29% | 2.29% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 367,572 | 14,938 | 5.82% | 5.82% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 359,677 | 14,617 | 3.04% | 3.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 355,940 | 14,465 | 4.44% | 4.44% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 362,467 | 14,400 | 6.82% | 6.82% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JGP Wealth Management, LLC | History | No change | 350,783 | 14,255 | 1.28% | 1.28% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 348,442 | 14,160 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 345,648 | 14,047 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 343,954 | 13,978 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 342,986 | 13,938 | 2.04% | 2.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 342,272 | 13,909 | 10.51% | 10.51% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 341,527 | 13,879 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 337,691 | 13,723 | 5.2% | 5.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 337,013 | 13,696 | 1.41% | 1.41% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TFO Wealth Partners, LLC | History | No change | 336,373 | 13,670 | 1.49% | 1.49% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 334,391 | 13,589 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 333,999 | 13,573 | 1.07% | 1.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 332,820 | 13,525 | 6.66% | 6.66% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Causey Wealth LLC | History | No change | 324,527 | 13,188 | 5.15% | 5.15% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 324,106 | 13,171 | 4.37% | 4.37% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burk Holdings LLC | History | No change | 321,627 | 13,070 | 4.83% | 4.83% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 319,992 | 13,004 | 0.38% | 0.38% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 318,724 | 12,954 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 316,943 | 12,880 | 8.65% | 8.65% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 310,398 | 12,614 | 7.13% | 7.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 309,981 | 12,597 | 0.13% | 0.13% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 308,207 | 12,525 | 0.62% | 0.62% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 305,765 | 12,426 | 3.19% | 3.19% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Timonier Family Office, LTD. | History | No change | 303,637 | 12,339 | 3.48% | 3.48% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mills Wealth Advisors LLC | History | No change | 302,690 | 12,301 | 3.87% | 3.87% | 151 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 302,027 | 12,274 | 2.38% | 2.38% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 301,960 | 12,271 | 2.88% | 2.88% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospect Financial Group LLC | History | No change | 297,935 | 12,108 | 9.75% | 9.75% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Watchman Group, Inc. | History | No change | 295,106 | 11,993 | 2.68% | 2.68% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Degree Advisors Inc | History | No change | 296,679 | 11,778 | 2.63% | 2.63% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Friday Financial | History | No change | 297,223 | 11,645 | 3.12% | 3.12% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 285,363 | 11,597 | 5.76% | 5.76% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tilson Financial Group, Inc. | History | No change | 285,169 | 11,589 | 3.19% | 3.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 289,294 | 11,490 | 0.08% | 0.04% | 160 | +160,639 | 124.86% | Q3 2026 | Oct 08, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 275,412 | 11,192 | 4.22% | 4.22% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 270,393 | 10,988 | 6.34% | 6.34% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 269,500 | 10,952 | 1.37% | 1.37% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Investment Services, Inc. | History | No change | 269,464 | 10,951 | 2.31% | 2.31% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Wealth Management, LLC | History | No change | 269,486 | 10,951 | 2.46% | 2.46% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Wealth Development LLC | History | No change | 262,588 | 10,671 | 5.92% | 5.92% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCO Wealth Management LLC | History | No change | 262,316 | 10,660 | 5.81% | 5.81% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 261,963 | 10,646 | 0.33% | 0.33% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | No change | 258,320 | 10,498 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 256,711 | 10,432 | 3.56% | 3.56% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 255,345 | 10,377 | 1.38% | 1.38% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lutz Financial Services LLC | History | No change | 254,366 | 10,337 | 0.63% | 0.63% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 250,965 | 10,199 | 5.2% | 5.2% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 244,278 | 9,927 | 3.81% | 3.81% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B&D White Capital Company, LLC | History | No change | 240,097 | 9,757 | 0.97% | 0.97% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 237,364 | 9,646 | 0.48% | 0.48% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Harvest, LLC | History | No change | 234,716 | 9,538 | 3.94% | 3.94% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 236,711 | 9,402 | 3.65% | 3.71% | 178 | +5,533 | 2.39% | Q3 2026 | Oct 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 230,175 | 9,354 | 2.44% | 2.44% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 225,022 | 9,144 | 1.55% | 1.55% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 222,657 | 9,048 | 3.42% | 3.42% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 222,157 | 9,028 | 2.09% | 2.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pacific Asset Management, LLC | History | No change | 221,566 | 9,004 | 4.42% | 4.42% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 219,704 | 8,928 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 210,133 | 8,539 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tillman Hartley LLC | History | No change | 208,018 | 8,453 | 1.9% | 1.9% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBE Wealth Management, LLC | History | No change | 203,626 | 8,275 | 5.94% | 5.94% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'Connor Financial Group LLC | History | No change | 200,190 | 8,135 | 2.88% | 2.88% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 198,267 | 8,057 | 1.29% | 1.29% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 196,518 | 7,986 | 0.99% | 0.99% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 196,011 | 7,965 | 5.76% | 5.76% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 192,156 | 7,809 | 5.41% | 5.41% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 186,481 | 7,578 | 0.86% | 0.86% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 186,267 | 7,569 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 184,783 | 7,509 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 214,986 | 7,428 | 0.93% | 0.93% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 181,739 | 7,383 | 2.88% | 2.88% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 180,353 | 7,329 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 179,428 | 7,291 | 1.8% | 1.8% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Passive Capital Management, LLC. | History | No change | 217,976 | 7,210 | 2.25% | 2.25% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Longview Financial Advisors LLC | History | No change | 176,579 | 7,176 | 3.55% | 3.55% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | No change | 176,573 | 7,175 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial LLC | History | No change | 175,767 | 7,143 | 2.41% | 2.41% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 175,132 | 7,117 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 174,563 | 7,094 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vantage Point Financial LLC | History | No change | 174,184 | 7,078 | 2.16% | 2.16% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 173,741 | 7,060 | 0.14% | 0.14% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 171,254 | 6,959 | 1.82% | 1.82% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 166,772 | 6,777 | 3.23% | 3.23% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 165,834 | 6,739 | 5.83% | 5.83% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 165,470 | 6,724 | 1.91% | 1.91% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cloud Capital Management, LLC | History | No change | 163,825 | 6,656 | 2.43% | 2.43% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageOak Financial, LLC | History | No change | 163,453 | 6,642 | 4.32% | 4.32% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RCS Financial Planning, LLC | History | No change | 155,509 | 6,319 | 2.99% | 2.99% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 155,277 | 6,310 | 3.89% | 3.89% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 154,666 | 6,285 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 152,960 | 6,216 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 154,080 | 6,174 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 150,245 | 6,105 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prism Planning Partners LLC | History | No change | 148,271 | 6,025 | 6.38% | 6.38% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 147,831 | 6,007 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 146,226 | 5,942 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthAvenue LLC | History | No change | 142,448 | 5,789 | 4.15% | 4.15% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspen Wealth Management LLC | History | No change | 140,669 | 5,716 | 0.97% | 0.97% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 139,584 | 5,672 | 4.41% | 4.41% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avant Financial Advisors LLC | History | No change | 137,051 | 5,569 | 3.47% | 3.47% | 226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 134,106 | 5,450 | 0.24% | 0.24% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 132,817 | 5,397 | 2.82% | 2.82% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 131,403 | 5,340 | 3.06% | 3.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| American Capital Advisory, LLC | History | No change | 131,314 | 5,336 | 1.94% | 1.94% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 128,722 | 5,231 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 128,595 | 5,226 | 1.4% | 1.4% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Visionary Wealth Advisors | History | No change | 127,449 | 5,179 | 0.2% | 0.2% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 127,302 | 5,173 | 2.41% | 2.41% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BetterWealth, LLC | History | No change | 126,772 | 5,152 | 0.91% | 0.91% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 122,904 | 4,994 | 0.44% | 0.44% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 121,426 | 4,934 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 120,851 | 4,911 | 0.56% | 0.56% | 238 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 119,479 | 4,855 | 1.87% | 1.87% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Outbound Financial Inc | History | No change | 119,407 | 4,852 | 3.14% | 3.14% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 116,936 | 4,752 | 0.22% | 0.22% | 241 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 115,280 | 4,684 | 1.09% | 1.09% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Family Office Research LLC | History | No change | 111,245 | 4,520 | 1.7% | 1.7% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accurate Wealth Management, LLC | History | No change | 111,890 | 4,467 | 0.43% | 0.43% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 109,192 | 4,437 | 0.48% | 0.48% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 107,440 | 4,366 | 3.31% | 3.31% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Platform Wealth Management, LLC | History | No change | 105,365 | 4,282 | 1.57% | 1.57% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 104,168 | 4,233 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Shore Point Advisors, LLC | History | No change | 104,043 | 4,228 | 1.45% | 1.45% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 103,592 | 4,209 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 103,029 | 4,187 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 100,926 | 4,101 | 3.48% | 3.48% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 117,393 | 4,097 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 100,774 | 4,095 | 2.88% | 2.88% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSP Financial Group, LLC | History | No change | 100,233 | 4,073 | 3.47% | 3.47% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Five Oceans Advisors | History | No change | 98,255 | 3,993 | 1.28% | 1.28% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 97,977 | 3,981 | 0.89% | 0.89% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 96,672 | 3,928 | 1.64% | 1.64% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 95,318 | 3,873 | 0.77% | 0.77% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDH Wealth Management, LLC | History | No change | 94,943 | 3,858 | 2.35% | 2.35% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 94,862 | 3,855 | 1.52% | 1.52% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shearwater Capital LLC | History | No change | 94,261 | 3,830 | 1.83% | 1.83% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capstone Wealth Management, LLC | History | No change | 94,064 | 3,822 | 1.77% | 1.77% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waterfront Wealth Inc. | History | No change | 93,367 | 3,728 | 0.58% | 0.58% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AA Financial Advisors, LLC | History | No change | 90,518 | 3,678 | 0.44% | 0.44% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | No change | 86,470 | 3,514 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisory Group LLC | History | No change | 85,847 | 3,488 | 0.19% | 0.19% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 84,658 | 3,440 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 84,159 | 3,420 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 83,714 | 3,402 | 0.26% | 0.26% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 82,305 | 3,344 | 3.19% | 3.19% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abel Hall, LLC | History | No change | 81,302 | 3,304 | 0.57% | 0.57% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 80,922 | 3,288 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BluePrint Investing LLC | History | No change | 80,300 | 3,263 | 2.44% | 2.44% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 82,727 | 3,257 | 0.22% | 0.22% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 79,564 | 3,233 | 2.71% | 2.71% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 80,544 | 3,210 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 77,045 | 3,131 | 0.82% | 0.82% | 278 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bridgewater Advisors Inc. | History | No change | 81,105 | 3,090 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 80,241 | 3,080 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 75,333 | 3,061 | 0.18% | 0.18% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Austin Wealth Management, LLC | History | No change | 80,187 | 3,028 | 0.64% | 0.64% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 74,333 | 3,020 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Austin Asset Management Co Inc | History | No change | 74,237 | 3,016 | 0.42% | 0.42% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abacus Planning Group, Inc. | History | No change | 73,665 | 2,993 | 0.37% | 0.37% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 73,277 | 2,977 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 72,405 | 2,942 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 72,305 | 2,938 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 72,277 | 2,937 | 0.1% | 0.1% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | No change | 71,312 | 2,898 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 70,103 | 2,848 | 0.31% | 0.31% | 291 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategent Financial, LLC | History | No change | 69,490 | 2,824 | 1.63% | 1.63% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 69,073 | 2,807 | 1.59% | 1.59% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Planning, LLC. | History | No change | 68,715 | 2,792 | 0.79% | 0.79% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M Holdings Securities, Inc. | History | No change | 69,225 | 2,776 | 0.38% | 0.38% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 67,472 | 2,742 | 1.0% | 1.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 78,625 | 2,716 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 65,754 | 2,672 | 1.78% | 1.78% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BDFS Capital LLC | History | No change | 65,341 | 2,655 | 1.15% | 1.15% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 64,855 | 2,635 | 1.05% | 1.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |