Dimensional ETF Trust - DFGR
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 | 17,999,719 | 521,451 | 6.7% | 6.7% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 15,348,111 | 444,634 | 1.31% | 1.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,710,457 | 194,401 | 4.7% | 4.7% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 3,958,658 | 114,682 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,030,424 | 87,791 | 1.63% | 1.63% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 2,805,784 | 81,283 | 3.52% | 3.52% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,777,041 | 80,450 | 0.44% | 0.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 2,593,868 | 75,144 | 21.4% | 21.4% | 8 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,168,246 | 62,814 | 0.53% | 0.53% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,844,046 | 53,422 | 5.28% | 5.28% | 10 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MASECO LLP | History | No change | 1,609,286 | 46,629 | 1.31% | 1.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 1,299,964 | 37,659 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rather & Kittrell, Inc. | History | No change | 1,193,486 | 34,575 | 4.83% | 4.83% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,152,153 | 33,377 | 2.11% | 2.11% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,116,692 | 32,350 | 2.27% | 2.27% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,047,552 | 30,347 | 7.0% | 7.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Plan, Inc. | History | No change | 1,006,202 | 29,149 | 2.77% | 2.77% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | Added to | 1,044,549 | 28,255 | 2.54% | 2.55% | 18 | +92,813 | 9.75% | Q3 2026 | Oct 07, 2026 |
| WPWealth LLP | History | No change | 927,899 | 26,881 | 3.99% | 3.99% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guardian Wealth Management, LLC | History | No change | 912,517 | 26,435 | 7.41% | 7.41% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 898,892 | 26,040 | 2.02% | 2.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verisail Partners, LLC | History | No change | 870,403 | 25,215 | 9.35% | 9.35% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 827,005 | 23,958 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Index Fund Advisors, Inc. | History | No change | 819,333 | 23,736 | 0.94% | 0.94% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RS CRUM INC. | History | No change | 674,314 | 19,534 | 3.66% | 3.66% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 665,263 | 19,272 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealth Management Nebraska | History | No change | 659,883 | 19,116 | 1.71% | 1.71% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 653,829 | 18,941 | 1.87% | 1.87% | 28 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integris Wealth Management, LLC | History | No change | 646,737 | 18,735 | 3.78% | 3.78% | 29 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 631,263 | 18,287 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 618,649 | 17,922 | 4.16% | 4.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Level Financial Advisors | History | No change | 618,117 | 17,906 | 4.0% | 4.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evanson Financial, LLC | History | No change | 574,362 | 16,639 | 0.81% | 0.81% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aspen Capital Management, LLC | History | No change | 553,939 | 16,047 | 3.54% | 3.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Center, Inc. | History | No change | 551,990 | 15,991 | 1.51% | 1.51% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AWM CAPITAL, LLC | History | No change | 519,832 | 15,059 | 1.21% | 1.21% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | Added to | 540,027 | 14,434 | 0.18% | 0.14% | 37 | +197,223 | 57.53% | Q3 2026 | Oct 08, 2026 |
| Syverson Strege & Co | History | No change | 478,322 | 13,856 | 3.02% | 3.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 470,460 | 13,629 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geometric Wealth Advisors | History | No change | 465,667 | 13,490 | 1.46% | 1.46% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 455,872 | 13,325 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 457,141 | 13,243 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McLean Asset Management Corp | History | No change | 430,559 | 12,830 | 1.7% | 1.7% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 428,449 | 12,412 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 405,981 | 11,761 | 0.48% | 0.48% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 386,559 | 11,198 | 2.37% | 2.37% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 378,778 | 10,973 | 1.19% | 1.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | No change | 374,316 | 10,843 | 1.36% | 1.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 370,107 | 10,721 | 5.46% | 5.46% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 366,862 | 10,627 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 383,972 | 10,386 | 4.06% | 4.3% | 51 | +5,427 | 1.43% | Q3 2026 | Oct 09, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 355,274 | 10,292 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elser Financial Planning, Inc | History | No change | 353,220 | 10,232 | 0.44% | 0.44% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REAP Financial Group, LLC | History | No change | 353,217 | 10,232 | 1.75% | 1.75% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 320,787 | 9,293 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burk Holdings LLC | History | No change | 287,421 | 8,326 | 3.08% | 3.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Architects, LLC | History | No change | 284,328 | 8,237 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 279,726 | 8,103 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 256,697 | 7,436 | 0.23% | 0.23% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tilson Financial Group, Inc. | History | No change | 256,643 | 7,434 | 2.04% | 2.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 247,263 | 7,163 | 1.95% | 1.95% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peirce Capital Management, LLC | History | No change | 244,292 | 7,077 | 2.59% | 2.59% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | No change | 242,418 | 7,022 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 237,237 | 6,872 | 1.1% | 1.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 224,553 | 6,505 | 0.3% | 0.3% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forum Private Client Group LLC | History | No change | 221,089 | 6,404 | 1.91% | 1.91% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 208,828 | 6,049 | 1.47% | 1.47% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Greenspring Advisors, LLC | History | No change | 208,803 | 6,049 | 0.34% | 0.34% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 203,933 | 5,907 | 4.46% | 4.46% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 201,799 | 5,846 | 2.14% | 2.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vawter Financial, Ltd. | History | No change | 200,438 | 5,806 | 2.19% | 2.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 199,828 | 5,789 | 1.36% | 1.36% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 199,437 | 5,777 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 199,311 | 5,774 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 199,061 | 5,766 | 2.02% | 2.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 196,241 | 5,685 | 0.59% | 0.59% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 195,023 | 5,649 | 1.62% | 1.62% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 194,264 | 5,627 | 3.09% | 3.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Capital Management LP | History | No change | 192,558 | 5,578 | 1.27% | 1.27% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JDH Wealth Management, LLC | History | No change | 190,149 | 5,508 | 3.35% | 3.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarity Wealth Development LLC | History | No change | 189,408 | 5,487 | 3.05% | 3.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 185,748 | 5,381 | 1.01% | 1.01% | 82 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 198,595 | 5,372 | 0.04% | 0.04% | 83 | +37,122 | 22.99% | Q3 2026 | Oct 08, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 182,356 | 5,283 | 2.06% | 2.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| von Borstel & Associates, Inc. | History | No change | 182,309 | 5,281 | 1.08% | 1.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 179,651 | 5,204 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colorado Capital Management, Inc. | History | No change | 176,587 | 5,116 | 1.75% | 1.75% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 175,340 | 5,079 | 3.17% | 3.17% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 174,100 | 5,043 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAM GROUP, INC. | History | No change | 171,240 | 4,960 | 2.46% | 2.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 166,172 | 4,814 | 1.83% | 1.83% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 157,375 | 4,629 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 159,112 | 4,609 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 158,716 | 4,598 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 158,646 | 4,595 | 0.74% | 0.74% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 154,325 | 4,470 | 1.92% | 1.92% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 151,480 | 4,388 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 147,170 | 4,263 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 138,375 | 4,008 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 126,490 | 3,664 | 0.48% | 0.48% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 125,318 | 3,630 | 0.95% | 0.95% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 124,656 | 3,611 | 0.29% | 0.29% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 123,992 | 3,592 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 123,494 | 3,577 | 0.58% | 0.58% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 121,763 | 3,527 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 121,683 | 3,525 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 120,641 | 3,494 | 0.86% | 0.86% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Investment Management, LLC | History | No change | 120,281 | 3,484 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 119,727 | 3,468 | 1.18% | 1.18% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Yardley Wealth Management LLC | History | No change | 113,791 | 3,296 | 1.5% | 1.5% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Longview Financial Advisors LLC | History | No change | 113,450 | 3,286 | 1.62% | 1.62% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Krilogy Financial LLC | History | No change | 113,307 | 3,282 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 111,652 | 3,234 | 3.08% | 3.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burton Enright Welch | History | No change | 107,587 | 3,116 | 0.37% | 0.37% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 106,134 | 3,074 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 102,696 | 3,048 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial LLC | History | No change | 103,291 | 2,992 | 1.01% | 1.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 102,562 | 2,971 | 1.14% | 1.14% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 98,331 | 2,848 | 0.71% | 0.71% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aegis Wealth Management LLC | History | No change | 95,934 | 2,779 | 1.31% | 1.31% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 94,372 | 2,733 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 92,122 | 2,668 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veratis Advisors, Inc. | History | No change | 91,771 | 2,658 | 1.88% | 1.88% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 89,074 | 2,580 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 87,769 | 2,542 | 2.33% | 2.33% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 86,602 | 2,508 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avant Financial Advisors LLC | History | No change | 86,174 | 2,496 | 1.55% | 1.55% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,033 | 2,463 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 82,343 | 2,385 | 0.73% | 0.73% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 80,071 | 2,319 | 1.26% | 1.26% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 78,975 | 2,288 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 78,409 | 2,271 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 76,384 | 2,212 | 1.64% | 1.64% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meritas Wealth Management, LLC | History | No change | 73,460 | 2,128 | 0.83% | 0.83% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 71,113 | 2,060 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 70,689 | 2,047 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 70,221 | 2,034 | 0.27% | 0.27% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 74,124 | 2,005 | 0.39% | 0.44% | 138 | +1,875 | 2.6% | Q3 2026 | Oct 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 67,535 | 1,956 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 67,497 | 1,955 | 1.69% | 1.69% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 67,170 | 1,945 | 0.2% | 0.2% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageOak Financial, LLC | History | No change | 65,910 | 1,909 | 1.24% | 1.24% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CSP Financial Group, LLC | History | No change | 65,756 | 1,904 | 1.62% | 1.62% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 64,945 | 1,881 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 69,454 | 1,878 | 0.2% | 0.04% | 145 | +56,959 | 455.85% | Q3 2026 | Oct 07, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 63,937 | 1,852 | 1.57% | 1.57% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 62,418 | 1,808 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 61,491 | 1,781 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Outbound Financial Inc | History | No change | 59,364 | 1,719 | 1.11% | 1.11% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 62,913 | 1,701 | 1.02% | 1.06% | 150 | +2,142 | 3.52% | Q3 2026 | Oct 07, 2026 |
| Ridgeline Wealth, LLC | History | No change | 58,466 | 1,693 | 0.99% | 0.99% | 151 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 58,182 | 1,685 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vantage Point Financial LLC | History | No change | 58,064 | 1,682 | 0.51% | 0.51% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| marrick wealth, LLC | History | No change | 56,390 | 1,633 | 1.16% | 1.16% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abel Hall, LLC | History | No change | 56,313 | 1,631 | 0.28% | 0.28% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56,151 | 1,626 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McNamara Financial Services, Inc. | History | No change | 54,011 | 1,564 | 0.27% | 0.27% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 53,819 | 1,559 | 0.84% | 0.84% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 53,440 | 1,547 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 53,385 | 1,546 | 0.46% | 0.46% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 53,357 | 1,545 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 53,279 | 1,543 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 53,094 | 1,538 | 1.07% | 1.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 52,052 | 1,507 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 49,531 | 1,434 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 49,427 | 1,431 | 0.77% | 0.77% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 48,817 | 1,414 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Three Arch Wealth Management LLC | History | No change | 47,516 | 1,376 | 0.21% | 0.21% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,402 | 1,373 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 47,298 | 1,370 | 0.3% | 0.3% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 47,322 | 1,370 | 0.52% | 0.52% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 46,210 | 1,338 | 0.65% | 0.65% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| E-Wealth Partners, LLC | History | No change | 45,960 | 1,331 | 0.96% | 0.96% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | No change | 43,728 | 1,266 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 42,567 | 1,233 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 41,878 | 1,213 | 0.28% | 0.28% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 41,852 | 1,212 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WorthPointe, LLC | History | No change | 41,372 | 1,198 | 0.3% | 0.3% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Investment Group, Inc. | History | No change | 40,973 | 1,186 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Timonier Family Office, LTD. | History | No change | 40,334 | 1,168 | 0.33% | 0.33% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AA Financial Advisors, LLC | History | No change | 40,003 | 1,158 | 0.14% | 0.14% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,406 | 1,112 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 38,416 | 1,112 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abacus Planning Group, Inc. | History | No change | 38,104 | 1,103 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 37,062 | 1,073 | 0.41% | 0.41% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 36,888 | 1,068 | 0.26% | 0.26% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 36,532 | 1,058 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Management, Inc. | History | No change | 35,791 | 1,036 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 35,505 | 1,028 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 35,067 | 1,016 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 35,003 | 1,014 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 34,274 | 992 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 34,028 | 985 | 0.2% | 0.2% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 33,609 | 973 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 32,183 | 969 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 32,183 | 969 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 33,343 | 965 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BWM Planning, LLC | History | No change | 32,339 | 936 | 0.22% | 0.22% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Root Financial Partners, LLC | History | No change | 31,523 | 913 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equita Financial Network, Inc. | History | No change | 31,523 | 913 | 0.25% | 0.25% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tactive Advisors, LLC | History | Added to | 32,648 | 883 | 0.21% | 0.13% | 201 | +14,551 | 80.41% | Q3 2026 | Oct 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 30,471 | 882 | 0.15% | 0.15% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 29,910 | 866 | 0.54% | 0.54% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 29,645 | 858 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 29,627 | 858 | 0.11% | 0.11% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 31,352 | 848 | 0.12% | 0.22% | 206 | -22,927 | -42.24% | Q3 2026 | Oct 08, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 28,484 | 825 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shearwater Capital LLC | History | No change | 27,845 | 806 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 27,805 | 805 | 0.58% | 0.58% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foster Group, Inc. | History | No change | 27,109 | 785 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | No change | 26,413 | 765 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 25,673 | 743 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MB Generational Wealth, LLC | History | No change | 25,552 | 740 | 0.36% | 0.36% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 25,277 | 732 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 24,367 | 705 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 24,368 | 705 | 0.58% | 0.58% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23,904 | 703 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 23,807 | 689 | 0.52% | 0.52% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capstone Wealth Management, LLC | History | No change | 23,062 | 668 | 0.31% | 0.31% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 22,681 | 657 | 0.55% | 0.55% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 22,626 | 655 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Pacific Financial | History | No change | 22,105 | 640 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,958 | 636 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 21,732 | 629 | 0.16% | 0.16% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KM Capital Management Ltd. | History | No change | 21,693 | 628 | 0.3% | 0.3% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 23,170 | 626 | 0.13% | 0.14% | 226 | +307 | 1.34% | Q3 2026 | Oct 05, 2026 |
| Oath Planning, LLC | History | No change | 21,610 | 626 | 0.46% | 0.46% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Planning, LLC. | History | No change | 21,058 | 610 | 0.17% | 0.17% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 20,933 | 606 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,770 | 602 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aerodigm Wealth, LLC | History | No change | 20,736 | 600 | 0.2% | 0.2% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 19,412 | 562 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 17,853 | 517 | 0.23% | 0.23% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 17,533 | 507 | 0.15% | 0.15% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | No change | 17,440 | 505 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 16,757 | 485 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Five Oceans Advisors | History | No change | 16,648 | 482 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | No change | 16,030 | 477 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 16,263 | 471 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Selective Wealth Management, Inc. | History | No change | 15,186 | 454 | 0.12% | 0.12% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,590 | 451 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Navigate Wealth Management, LLC | History | No change | 14,909 | 446 | 0.28% | 0.28% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Two West Capital Advisors LLC | History | No change | 14,160 | 421 | 0.21% | 0.21% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mills Wealth Advisors LLC | History | No change | 14,384 | 416 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brookstone Capital Management | History | No change | 14,323 | 414 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,804 | 399 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 13,723 | 397 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investmark Advisory Group LLC | History | No change | 13,734 | 397 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 13,582 | 393 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wolfstich Capital, LLC | History | No change | 13,388 | 392 | 0.3% | 0.3% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 13,438 | 389 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 13,396 | 388 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 13,316 | 385 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | No change | 13,002 | 376 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 12,994 | 376 | 0.27% | 0.27% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SouthState Bank Corp | History | No change | 12,977 | 375 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 12,786 | 370 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 12,695 | 367 | 0.28% | 0.28% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McGrath & Associates, Inc. | History | No change | 12,580 | 364 | 0.47% | 0.47% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 12,456 | 360 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Donalies Financial Planning, LLC | History | No change | 12,188 | 353 | 0.26% | 0.26% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,000 | 347 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 11,996 | 347 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Squire Investment Management Company, LLC | History | No change | 11,894 | 344 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Financial Private Client, LLC | History | No change | 11,699 | 338 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 11,174 | 323 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 11,026 | 319 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,843 | 314 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BIP Wealth, LLC | History | No change | 10,777 | 312 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 10,684 | 309 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 10,583 | 306 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,531 | 305 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Security Financial Services, INC. | History | No change | 10,174 | 294 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vested Financial Planning, LLC | History | No change | 10,102 | 292 | 0.2% | 0.2% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,813 | 284 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,744 | 282 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vilga Financial Planning LLC | History | No change | 9,728 | 263 | 0.16% | 0.21% | 277 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 8,975 | 260 | 0.1% | 0.1% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 8,880 | 257 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,500 | 246 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisors, LLC | History | No change | 8,306 | 240 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 8,055 | 233 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 7,922 | 229 | 0.18% | 0.18% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 7,736 | 224 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,636 | 221 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,487 | 216 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 7,446 | 215 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,324 | 212 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,266 | 210 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tillman Hartley LLC | History | No change | 6,976 | 202 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 6,611 | 191 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,130 | 178 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,957 | 172 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 4,963 | 143 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,699 | 136 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 4,662 | 135 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AE Wealth Management LLC | History | No change | 4,190 | 121 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 4,077 | 118 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 3,653 | 105 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,368 | 97 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |