Dimensional ETF Trust - DFEV
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,878,443 | 120,578 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 2,469,715 | 105,375 | 6.63% | 6.63% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,460,337 | 62,308 | 0.93% | 0.93% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | No change | 1,268,143 | 54,107 | 2.1% | 2.1% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 1,259,797 | 53,751 | 0.61% | 0.61% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 1,058,000 | 43,932 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,025,227 | 43,743 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 978,026 | 41,729 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B&D White Capital Company, LLC | History | No change | 807,853 | 34,468 | 3.43% | 3.43% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 751,387 | 32,059 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sensible Money, LLC | History | No change | 748,053 | 31,917 | 8.46% | 8.46% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 701,652 | 29,937 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 694,242 | 29,621 | 7.04% | 7.04% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 670,713 | 28,438 | 3.71% | 3.69% | 14 | -2,965 | -0.44% | Q3 2026 | Oct 09, 2026 |
| Family Investment Center, Inc. | History | No change | 604,094 | 25,774 | 4.28% | 4.28% | 15 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 590,477 | 25,194 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evanson Financial, LLC | History | No change | 579,631 | 24,731 | 1.21% | 1.21% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NorthAvenue LLC | History | No change | 538,310 | 22,968 | 16.45% | 16.45% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Financial Group, LLC | History | No change | 505,917 | 21,586 | 6.81% | 6.8% | 19 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Index Fund Advisors, Inc. | History | No change | 501,178 | 21,383 | 0.85% | 0.85% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 483,697 | 20,637 | 7.88% | 7.88% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 467,149 | 19,931 | 0.46% | 0.46% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 455,010 | 19,413 | 4.73% | 4.73% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Penserra Capital Management LLC | History | No change | 411,618 | 17,562 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 370,885 | 15,824 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 347,527 | 14,827 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 341,314 | 14,562 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 332,966 | 14,117 | 1.32% | 1.35% | 28 | -6,440 | -1.9% | Q3 2026 | Oct 08, 2026 |
| Guardian Wealth Management, LLC | History | No change | 322,338 | 13,753 | 3.86% | 3.86% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 310,644 | 13,254 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 275,843 | 11,769 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 273,436 | 11,666 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Architects, LLC | History | No change | 264,150 | 11,270 | 5.4% | 5.4% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blume Capital Management, Inc. | History | No change | 261,152 | 11,142 | 1.63% | 1.63% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SPWM Advisors LLC | History | No change | 274,653 | 10,977 | 10.14% | 10.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Betterment LLC | History | No change | 236,809 | 10,105 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 234,966 | 10,025 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 229,792 | 9,804 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 228,087 | 9,731 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Investment Management, Inc. | History | No change | 227,828 | 9,720 | 2.71% | 2.71% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| von Borstel & Associates, Inc. | History | No change | 223,617 | 9,541 | 1.96% | 1.96% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordant, Inc. | History | No change | 208,986 | 8,916 | 3.21% | 3.21% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apella Capital, LLC | History | Added to | 199,877 | 8,552 | 0.11% | 0.11% | 43 | +9,432 | 4.95% | Q3 2026 | Oct 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 199,815 | 8,525 | 0.64% | 0.64% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mills Wealth Advisors LLC | History | No change | 195,432 | 8,338 | 2.63% | 2.63% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 192,576 | 8,216 | 0.81% | 0.81% | 46 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 187,074 | 7,981 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 367,532 | 7,719 | 3.01% | 3.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 178,657 | 7,622 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 176,860 | 7,546 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Estate Counselors, LLC | History | No change | 175,090 | 7,470 | 0.64% | 0.64% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 173,234 | 7,391 | 2.01% | 2.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Wealth Management, LLC | History | No change | 161,153 | 6,875 | 1.55% | 1.55% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Breakwater Capital Group | History | Added to | 159,781 | 6,774 | 0.8% | 0.77% | 54 | +9,968 | 6.65% | Q3 2026 | Oct 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 152,178 | 6,492 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 148,895 | 6,352 | 1.79% | 1.79% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 176,662 | 6,320 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 148,957 | 6,315 | 0.04% | 0.04% | 58 | +17,768 | 13.54% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 147,842 | 6,268 | 0.54% | 0.53% | 59 | +8,940 | 6.44% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145,847 | 6,222 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 143,196 | 6,109 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 142,291 | 6,071 | 0.62% | 0.62% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 137,162 | 5,852 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 127,114 | 5,423 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 125,110 | 5,338 | 1.71% | 1.71% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 124,971 | 5,332 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DRAVO BAY LLC | History | No change | 119,393 | 5,094 | 1.76% | 1.76% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McCartney Wealth Management LLC | History | No change | 119,413 | 5,094 | 3.86% | 3.86% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 116,550 | 4,972 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 114,988 | 4,906 | 2.7% | 2.7% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 111,781 | 4,769 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Asset Strategies, Inc. | History | No change | 108,298 | 4,620 | 0.33% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth LP | History | No change | 104,468 | 4,457 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 102,048 | 4,354 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| White Wing Wealth Management | History | No change | 98,866 | 4,218 | 2.2% | 2.2% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Composition Wealth, LLC | History | No change | 98,525 | 4,203 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 95,185 | 4,061 | 1.38% | 1.38% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 99,932 | 4,050 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 92,673 | 3,954 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,928 | 3,836 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verum Partners LLC | History | No change | 88,972 | 3,796 | 0.57% | 0.57% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valeo Financial Advisors, LLC | History | New | 87,469 | 3,708 | 0.08% | — | 82 | +87,469 | New | Q3 2026 | Oct 08, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 86,555 | 3,693 | 2.72% | 2.72% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Astra Wealth Partners LLC | History | No change | 86,449 | 3,688 | 1.96% | 1.96% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foundry Financial LLC | History | No change | 83,616 | 3,567 | 1.2% | 1.2% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 83,399 | 3,558 | 1.11% | 1.11% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LAM GROUP, INC. | History | No change | 82,260 | 3,509 | 1.74% | 1.74% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brookstone Capital Management | History | No change | 78,500 | 3,349 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 72,963 | 3,114 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 72,816 | 3,106 | 0.59% | 0.59% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 69,495 | 2,965 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 67,229 | 2,868 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Viaable, LLC | History | No change | 67,231 | 2,792 | 2.32% | 2.32% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 64,445 | 2,749 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 61,518 | 2,624 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 60,790 | 2,593 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 60,796 | 2,593 | 0.74% | 0.74% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 59,470 | 2,537 | 0.63% | 0.63% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,295 | 2,460 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McGrath & Associates, Inc. | History | No change | 56,926 | 2,428 | 3.16% | 3.16% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abel Hall, LLC | History | No change | 56,567 | 2,413 | 0.42% | 0.42% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52,921 | 2,257 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 52,549 | 2,242 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,533 | 2,241 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Squire Investment Management Company, LLC | History | No change | 52,422 | 2,236 | 0.54% | 0.54% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 51,814 | 2,210 | 0.17% | 0.17% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 50,534 | 2,156 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vantage Point Financial LLC | History | No change | 50,509 | 2,155 | 0.66% | 0.66% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 49,033 | 2,092 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CSP Financial Group, LLC | History | No change | 48,924 | 2,087 | 1.78% | 1.78% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corus Family Wealth Advisors | History | No change | 47,074 | 2,008 | 1.38% | 1.38% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 47,025 | 2,006 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 46,990 | 2,004 | 0.98% | 0.98% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC | History | No change | 45,977 | 1,961 | 0.63% | 0.63% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 45,942 | 1,960 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 45,375 | 1,936 | 0.35% | 0.35% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 43,169 | 1,841 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 42,693 | 1,822 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 42,639 | 1,819 | 1.26% | 1.26% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,544 | 1,729 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matisse Capital | History | No change | 39,760 | 1,696 | 0.68% | 0.68% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 39,130 | 1,669 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 38,693 | 1,650 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 38,492 | 1,642 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 37,363 | 1,594 | 0.86% | 0.86% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 37,040 | 1,580 | 0.39% | 0.39% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Three Arch Wealth Management LLC | History | No change | 36,189 | 1,544 | 0.24% | 0.24% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,685 | 1,479 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 33,979 | 1,449 | 0.56% | 0.56% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clark Asset Management, LLC | History | No change | 33,803 | 1,442 | 0.11% | 0.11% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITIGROUP INC | History | No change | 33,381 | 1,424 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EnRich Financial Partners LLC | History | No change | 32,776 | 1,398 | 0.33% | 0.33% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 31,962 | 1,363 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 31,497 | 1,343 | 1.02% | 1.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rather & Kittrell, Inc. | History | No change | 30,900 | 1,318 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 29,921 | 1,276 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oceanside Advisors LLC | History | No change | 29,217 | 1,246 | 0.63% | 0.63% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOS Asset Management, LLC | History | Added to | 29,376 | 1,245 | 0.29% | 0.23% | 138 | +5,975 | 25.53% | Q3 2026 | Oct 09, 2026 |
| Forum Financial Management, LP | History | No change | 28,812 | 1,229 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AA Financial Advisors, LLC | History | No change | 26,948 | 1,149 | 0.14% | 0.14% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,799 | 1,143 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 26,600 | 1,134 | 0.18% | 0.18% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| E6 Portfolios, LLC | History | No change | 23,452 | 1,000 | 0.8% | 0.8% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 22,817 | 973 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altiora Financial Group, LLC | History | No change | 22,676 | 967 | 0.15% | 0.15% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 1,017 | 951 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Landing Point Financial Group, LLC | History | No change | 22,011 | 939 | 0.32% | 0.32% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 21,719 | 926 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibson Capital, LLC | History | No change | 21,481 | 916 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 20,865 | 890 | 0.87% | 0.87% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 20,780 | 886 | 0.67% | 0.67% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 20,597 | 878 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tandem Financial, LLC | History | No change | 20,290 | 865 | 0.26% | 0.26% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| International Private Wealth Advisors LLC | History | No change | 20,120 | 858 | 0.44% | 0.44% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20,046 | 855 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HANOVER ADVISORS INC | History | No change | 17,850 | 761 | 0.27% | 0.27% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | No change | 17,843 | 761 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 17,787 | 758 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Management Nebraska | History | No change | 17,561 | 749 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family CFO Inc | History | No change | 17,336 | 739 | 0.28% | 0.28% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NCM Capital Management, LLC | History | No change | 17,100 | 729 | 0.22% | 0.22% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,858 | 719 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ATLas Financial Planning LLC | History | No change | 16,829 | 718 | 0.58% | 0.58% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tranquility Partners, LLC | History | No change | 16,651 | 710 | 0.24% | 0.24% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,926 | 679 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 15,494 | 656 | 0.1% | 0.1% | 166 | -550 | -3.43% | Q3 2026 | Oct 08, 2026 |
| Opus Financial Solutions LLC | History | No change | 15,367 | 655 | 0.53% | 0.53% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Two West Capital Advisors LLC | History | No change | 16,387 | 651 | 0.32% | 0.32% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,253 | 608 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outbound Financial Inc | History | No change | 14,090 | 601 | 0.39% | 0.39% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 14,033 | 598 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E-Wealth Partners, LLC | History | No change | 14,000 | 597 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 13,697 | 584 | 0.34% | 0.34% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 13,640 | 572 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Daner Wealth Management, LLC | History | No change | 13,635 | 571 | 0.31% | 0.31% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BDFS Capital LLC | History | No change | 13,144 | 560 | 0.24% | 0.24% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Financial Group Corp | History | No change | 12,970 | 553 | 0.4% | 0.4% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Asset Management, LLC | History | No change | 12,897 | 550 | 0.27% | 0.27% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 12,814 | 546 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 12,801 | 546 | 0.26% | 0.26% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,352 | 527 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 13,057 | 524 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 12,232 | 521 | 0.23% | 0.23% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 12,210 | 520 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Entelevest, LLC | History | No change | 12,037 | 513 | 0.44% | 0.44% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 11,873 | 506 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CHOREO, LLC | History | No change | 11,754 | 501 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,603 | 495 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 11,222 | 478 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 11,109 | 474 | 0.34% | 0.34% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,085 | 472 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 10,834 | 462 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,819 | 461 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 10,777 | 459 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 10,650 | 454 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Merit Financial Group, LLC | History | No change | 10,220 | 436 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 12,021 | 430 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 10,101 | 430 | 0.13% | 0.13% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 9,818 | 418 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 9,695 | 413 | 0.2% | 0.2% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 9,482 | 404 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 9,099 | 388 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 9,070 | 386 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RCS Financial Planning, LLC | History | No change | 8,691 | 370 | 0.18% | 0.18% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 8,661 | 369 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 8,640 | 368 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | No change | 8,545 | 363 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,523 | 361 | 0.1% | 0.09% | 208 | -327 | -3.69% | Q3 2026 | Oct 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,370 | 357 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,386 | 357 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 8,355 | 356 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 8,289 | 353 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | No change | 7,924 | 338 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 7,599 | 324 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 7,280 | 310 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WorthPointe, LLC | History | No change | 7,041 | 300 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | No change | 6,903 | 294 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,822 | 291 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,719 | 286 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Harvest, LLC | History | No change | 6,644 | 283 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 6,582 | 280 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 6,784 | 276 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,222 | 265 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 6,132 | 261 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFM, LLC | History | No change | 5,769 | 246 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,570 | 237 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RAM Investment Partners, LLC | History | No change | 5,573 | 237 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,549 | 236 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 5,382 | 229 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BIP Wealth, LLC | History | No change | 5,310 | 226 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shearwater Capital LLC | History | No change | 5,314 | 226 | 0.11% | 0.11% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GeoWealth Management, LLC | History | No change | 5,201 | 221 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 5,099 | 217 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 5,085 | 216 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 4,974 | 212 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,960 | 211 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 4,843 | 206 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vilga Financial Planning LLC | History | No change | 4,874 | 206 | 0.12% | 0.16% | 238 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Passive Capital Management, LLC. | History | No change | 6,076 | 205 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,761 | 203 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,703 | 200 | 0.13% | 0.13% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 4,515 | 192 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 3,618 | 154 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 3,033 | 129 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 2,915 | 124 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,607 | 111 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,140 | 91 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,111 | 90 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 1,996 | 85 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,967 | 83 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,844 | 76 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,631 | 69 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RHL GROUP, LLC | History | No change | 1,464 | 62 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,453 | 61 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,258 | 54 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | Added to | 1,244 | 52 | 0.02% | 0.01% | 256 | +689 | 124.14% | Q3 2026 | Oct 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,061 | 45 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 1,054 | 44 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 933 | 39 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 862 | 36 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 833 | 35 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 748 | 31 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 674 | 28 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 645 | 27 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MOTCO | History | No change | 603 | 25 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 537 | 22 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 509 | 21 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 454 | 19 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Your Advocates Ltd., LLP | History | No change | 427 | 18 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GoalVest Advisory LLC | History | Added to | 411 | 17 | 0.0% | 0.0% | 271 | +33 | 8.73% | Q3 2026 | Oct 02, 2026 |
| MCF Advisors LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 415 | 17 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 362 | 15 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 346 | 14 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 265 | 11 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 260 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 188 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 177 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 182 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | Reduced | 132 | 6 | 0.0% | 0.0% | 281 | -2,182 | -94.3% | Q3 2026 | Oct 02, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 134 | 5 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 139 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOWE & RUSLING INC | History | No change | 112 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 99 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 106 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 112 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,282 | -100.0% | Q3 2026 | Oct 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |