Dimensional ETF Trust - DFIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,492,937 | 1,546,026 | 1.91% | 1.91% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Forum Financial Management, LP | History | No change | 16,467,379 | 613,574 | 7.88% | 7.88% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evensky & Katz LLC | History | No change | 6,091,469 | 226,968 | 11.72% | 11.72% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,961,527 | 222,126 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Apella Capital, LLC | History | Added to | 5,071,742 | 189,378 | 2.4% | 2.53% | 5 | +298,872 | 6.26% | Q3 2026 | Oct 08, 2026 |
| JMG Financial Group, Ltd. | History | No change | 4,973,487 | 185,312 | 4.48% | 4.48% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,494,230 | 167,455 | 9.28% | 9.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 4,329,141 | 161,303 | 0.16% | 0.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RW Investment Management LLC | History | No change | 4,217,089 | 157,128 | 13.79% | 13.79% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,967,115 | 147,814 | 10.38% | 10.38% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | No change | 3,963,122 | 147,665 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plancorp, LLC | History | No change | 3,901,958 | 145,484 | 3.55% | 3.55% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 3,639,850 | 135,620 | 10.86% | 10.86% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 3,603,650 | 134,271 | 15.28% | 15.28% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 3,422,470 | 127,521 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASECO LLP | History | No change | 3,391,403 | 126,244 | 3.55% | 3.55% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sageworth Trust Co | History | No change | 3,184,052 | 118,637 | 4.67% | 4.67% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 3,132,068 | 116,700 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Symmetry Partners, LLC | History | No change | 2,983,850 | 111,178 | 5.67% | 5.67% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,957,764 | 110,206 | 0.69% | 0.69% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,662,339 | 99,198 | 1.69% | 1.69% | 21 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,581,098 | 96,171 | 0.45% | 0.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,570,590 | 95,780 | 0.28% | 0.28% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,513,803 | 93,664 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,464,885 | 91,841 | 6.73% | 6.73% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | No change | 2,461,908 | 91,730 | 5.77% | 5.77% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aspen Capital Management, LLC | History | No change | 2,380,785 | 88,708 | 19.58% | 19.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPWealth LLP | History | No change | 2,362,665 | 88,032 | 13.06% | 13.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 2,349,813 | 87,554 | 7.11% | 7.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rather & Kittrell, Inc. | History | No change | 2,342,238 | 87,271 | 12.2% | 12.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,234,347 | 83,251 | 1.61% | 1.61% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 2,226,505 | 82,959 | 9.63% | 9.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,222,157 | 82,797 | 1.54% | 1.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elser Financial Planning, Inc | History | No change | 2,207,216 | 82,240 | 3.57% | 3.57% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,176,295 | 81,088 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 2,149,853 | 80,103 | 14.26% | 14.26% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,069,299 | 77,102 | 8.39% | 8.39% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Syverson Strege & Co | History | No change | 2,037,905 | 75,932 | 16.55% | 16.55% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 2,025,737 | 75,478 | 7.7% | 7.7% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,976,543 | 73,645 | 4.6% | 4.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,908,635 | 71,115 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,772,707 | 66,051 | 4.17% | 4.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,673,693 | 62,361 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 1,673,458 | 62,353 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 1,669,988 | 62,224 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 1,642,156 | 61,218 | 19.41% | 19.41% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Truepoint, Inc. | History | No change | 1,639,559 | 61,089 | 1.28% | 1.28% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,635,060 | 60,922 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,627,486 | 60,640 | 1.15% | 1.15% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,627,486 | 60,640 | 1.01% | 1.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,621,451 | 60,415 | 0.57% | 0.57% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 1,614,612 | 60,160 | 5.71% | 5.71% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,583,340 | 58,884 | 10.91% | 10.91% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kooman & Associates | History | No change | 1,536,506 | 57,250 | 15.37% | 15.37% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Miramar Fiduciary Corp | History | No change | 1,523,973 | 56,783 | 56.14% | 56.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Management LLC | History | No change | 1,520,708 | 56,661 | 9.62% | 9.62% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,498,356 | 55,828 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 1,417,906 | 52,831 | 12.87% | 12.87% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 1,409,468 | 52,509 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 1,396,977 | 52,051 | 9.53% | 9.53% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,387,635 | 51,703 | 5.11% | 5.11% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| von Borstel & Associates, Inc. | History | No change | 1,365,950 | 50,895 | 10.43% | 10.43% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton-Cambridge Inc. | History | No change | 1,303,889 | 48,582 | 13.66% | 13.66% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verisail Partners, LLC | History | No change | 1,277,289 | 47,591 | 17.64% | 17.64% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burton Enright Welch | History | No change | 1,238,480 | 46,145 | 5.42% | 5.42% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,233,817 | 45,972 | 13.14% | 13.14% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RS CRUM INC. | History | No change | 1,215,184 | 45,277 | 8.49% | 8.49% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,186,703 | 44,216 | 11.57% | 11.57% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Degree Advisors Inc | History | No change | 1,184,642 | 44,056 | 9.83% | 9.83% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,161,091 | 43,262 | 1.98% | 1.98% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EnRich Financial Partners LLC | History | No change | 1,146,900 | 42,733 | 10.15% | 10.15% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 1,139,283 | 42,449 | 9.06% | 9.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 1,136,103 | 42,331 | 10.07% | 10.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| American Trust | History | No change | 1,134,501 | 42,271 | 3.26% | 3.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 1,124,264 | 41,890 | 13.91% | 13.91% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,107,907 | 41,280 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 1,074,334 | 40,029 | 9.86% | 9.86% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 1,065,523 | 39,701 | 22.68% | 22.68% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Co of the South | History | No change | 1,065,016 | 39,682 | 5.59% | 5.59% | 79 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Straight Path Wealth Management | History | No change | 1,061,732 | 39,560 | 9.25% | 9.25% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 1,059,460 | 39,475 | 10.57% | 10.57% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,051,864 | 39,192 | 3.56% | 3.56% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tassel Capital Management, Inc. | History | No change | 1,051,521 | 39,179 | 18.34% | 18.34% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURNEY CO/ | History | No change | 1,049,563 | 39,106 | 1.05% | 1.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,021,560 | 38,063 | 6.25% | 6.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,020,265 | 38,015 | 4.14% | 4.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,008,819 | 37,588 | 4.99% | 4.99% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Wealth Management, LLC | History | No change | 986,763 | 36,766 | 8.27% | 8.27% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 951,573 | 35,455 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 923,856 | 34,746 | 4.94% | 4.34% | 90 | +105,597 | 12.91% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 929,846 | 34,646 | 8.46% | 8.46% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 910,165 | 33,912 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 906,068 | 33,760 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 879,322 | 32,763 | 10.95% | 10.95% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 876,402 | 32,654 | 3.36% | 3.36% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freedom Investment Management, Inc. | History | No change | 875,410 | 32,617 | 9.08% | 9.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 853,239 | 31,791 | 6.61% | 6.61% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 850,171 | 31,677 | 9.82% | 9.82% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 828,193 | 31,148 | 0.22% | 0.15% | 99 | +325,239 | 64.67% | Q3 2026 | Oct 08, 2026 |
| Lutz Financial Services LLC | History | No change | 833,294 | 31,048 | 1.89% | 1.89% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 832,574 | 31,021 | 3.39% | 3.39% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 832,574 | 31,021 | 2.07% | 2.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 827,571 | 30,835 | 15.18% | 15.18% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Krilogy Financial LLC | History | No change | 820,801 | 30,583 | 0.9% | 0.9% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evanson Financial, LLC | History | No change | 805,048 | 29,996 | 1.47% | 1.47% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 784,242 | 29,220 | 1.96% | 1.96% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 775,401 | 28,891 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 769,245 | 28,662 | 9.58% | 9.58% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VeraBank, N.A. | History | No change | 766,762 | 28,569 | 4.73% | 4.73% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 765,837 | 28,535 | 16.48% | 16.48% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensible Money, LLC | History | No change | 760,816 | 28,348 | 7.52% | 7.52% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 750,319 | 27,956 | 7.17% | 7.17% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 731,289 | 27,250 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 725,663 | 27,038 | 2.36% | 2.36% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 724,427 | 26,992 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 722,462 | 26,918 | 8.49% | 8.47% | 116 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Corient Private Wealth LP | History | No change | 689,941 | 25,707 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 685,786 | 25,552 | 0.22% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 666,771 | 25,503 | 1.39% | 1.39% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 680,849 | 25,368 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 680,153 | 25,342 | 1.26% | 1.26% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 669,709 | 24,953 | 0.16% | 0.16% | 122 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 660,692 | 24,610 | 0.49% | 0.49% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burk Holdings LLC | History | No change | 659,347 | 24,567 | 9.08% | 9.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 650,368 | 24,232 | 0.76% | 0.76% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 645,474 | 24,050 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 644,311 | 24,007 | 3.51% | 3.51% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 631,477 | 23,749 | 2.03% | 2.04% | 128 | +19,921 | 3.26% | Q3 2026 | Oct 01, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 635,792 | 23,689 | 6.61% | 6.61% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 628,141 | 23,335 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 625,336 | 23,300 | 17.6% | 17.6% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 621,603 | 23,160 | 13.09% | 13.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 603,963 | 22,503 | 3.66% | 3.66% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Symmetry Inc | History | Added to | 589,860 | 22,184 | 7.09% | 5.7% | 134 | +130,140 | 28.31% | Q3 2026 | Oct 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 587,097 | 21,875 | 0.16% | 0.16% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 586,032 | 21,835 | 8.24% | 8.24% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 584,181 | 21,766 | 10.8% | 10.8% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 577,510 | 21,518 | 4.99% | 4.99% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 575,840 | 21,455 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 571,990 | 21,312 | 3.6% | 3.6% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 569,855 | 21,232 | 8.07% | 8.07% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 566,612 | 21,111 | 0.4% | 0.4% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 566,203 | 21,096 | 4.29% | 4.29% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 563,696 | 21,003 | 7.16% | 7.16% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 625,867 | 21,002 | 8.2% | 8.2% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 551,834 | 20,561 | 10.75% | 10.75% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XY Planning Network, Inc. | History | No change | 547,885 | 20,414 | 2.56% | 2.56% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCO Wealth Management LLC | History | No change | 532,087 | 19,825 | 10.81% | 10.81% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mills Wealth Advisors LLC | History | No change | 531,425 | 19,800 | 6.24% | 6.24% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestment Financial LLC | History | No change | 529,867 | 19,779 | 8.87% | 8.87% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Investment Group, Inc. | History | No change | 530,683 | 19,773 | 2.66% | 2.66% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AA Financial Advisors, LLC | History | No change | 530,537 | 19,767 | 2.38% | 2.38% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 524,928 | 19,558 | 0.66% | 0.66% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 560,466 | 19,313 | 6.04% | 6.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 517,545 | 19,283 | 0.95% | 0.95% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gemmer Asset Management LLC | History | No change | 515,909 | 19,222 | 1.29% | 1.29% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 511,484 | 19,057 | 7.32% | 7.32% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 510,937 | 19,037 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 497,486 | 18,536 | 5.28% | 5.28% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foundry Financial LLC | History | No change | 496,731 | 18,508 | 6.23% | 6.23% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Great Waters Wealth Management | History | Reduced | 491,025 | 18,467 | 1.66% | 1.98% | 161 | -83,459 | -14.53% | Q3 2026 | Oct 07, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 479,777 | 18,044 | 7.01% | 6.81% | 162 | +17,402 | 3.76% | Q3 2026 | Oct 08, 2026 |
| Applied Capital LLC | History | No change | 481,952 | 17,957 | 5.78% | 5.78% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Penserra Capital Management LLC | History | No change | 481,020 | 17,922 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 477,389 | 17,787 | 4.17% | 4.17% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 458,556 | 17,085 | 7.96% | 7.96% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacific Asset Management, LLC | History | No change | 452,923 | 16,875 | 8.28% | 8.28% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Austin Asset Management Co Inc | History | No change | 434,237 | 16,179 | 2.25% | 2.25% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Watchman Group, Inc. | History | No change | 433,264 | 16,143 | 3.61% | 3.61% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 424,886 | 15,831 | 10.97% | 10.97% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 439,135 | 15,604 | 1.95% | 1.95% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Timonier Family Office, LTD. | History | No change | 416,074 | 15,502 | 4.38% | 4.38% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 411,589 | 15,335 | 7.16% | 7.16% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 410,189 | 15,283 | 1.19% | 1.19% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 403,790 | 15,045 | 3.18% | 3.18% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 403,078 | 15,018 | 3.91% | 3.91% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GeoWealth Management, LLC | History | No change | 400,923 | 14,938 | 0.47% | 0.47% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 393,939 | 14,678 | 0.3% | 0.3% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 390,303 | 14,542 | 5.73% | 5.73% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vantage Point Financial LLC | History | No change | 387,103 | 14,423 | 4.4% | 4.4% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | No change | 383,536 | 14,290 | 8.36% | 8.36% | 181 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Plum Street Advisors, LLC | History | No change | 383,094 | 14,274 | 4.56% | 4.56% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Harvest, LLC | History | No change | 380,560 | 14,179 | 5.86% | 5.86% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageOak Financial, LLC | History | No change | 378,366 | 14,097 | 9.17% | 9.17% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 377,439 | 14,063 | 1.4% | 1.4% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Investment Management, LLC | History | No change | 368,105 | 13,715 | 0.5% | 0.5% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tillman Hartley LLC | History | No change | 366,947 | 13,672 | 3.07% | 3.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abel Hall, LLC | History | No change | 366,371 | 13,650 | 2.36% | 2.36% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cloud Capital Management, LLC | History | No change | 362,790 | 13,516 | 4.93% | 4.93% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 354,625 | 13,213 | 4.81% | 4.81% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 340,885 | 12,701 | 9.87% | 9.87% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 339,783 | 12,660 | 4.8% | 4.8% | 192 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 338,219 | 12,602 | 1.42% | 1.42% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 336,621 | 12,542 | 3.36% | 3.36% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 334,078 | 12,447 | 0.19% | 0.19% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 315,415 | 11,752 | 0.25% | 0.25% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RCS Financial Planning, LLC | History | No change | 306,958 | 11,437 | 5.42% | 5.42% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 302,523 | 11,272 | 4.15% | 4.15% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 296,104 | 11,032 | 6.0% | 6.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 292,259 | 10,889 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 291,608 | 10,865 | 0.86% | 0.86% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hills Bank & Trust Co | History | No change | 290,849 | 10,837 | 0.46% | 0.46% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 276,426 | 10,299 | 1.67% | 1.67% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CSP Financial Group, LLC | History | No change | 265,082 | 9,876 | 8.42% | 8.42% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 263,086 | 9,802 | 8.31% | 8.31% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 261,636 | 9,748 | 6.54% | 6.54% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 254,881 | 9,496 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 254,075 | 9,466 | 2.53% | 2.53% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 252,631 | 9,413 | 5.64% | 5.64% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 250,908 | 9,361 | 0.43% | 0.43% | 210 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Outbound Financial Inc | History | No change | 250,903 | 9,348 | 6.05% | 6.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 247,440 | 9,219 | 4.7% | 4.7% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 246,056 | 9,168 | 0.11% | 0.11% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 239,201 | 8,912 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 231,021 | 8,684 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 232,305 | 8,655 | 2.13% | 2.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Five Oceans Advisors | History | No change | 230,757 | 8,597 | 2.76% | 2.76% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 226,432 | 8,436 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 221,248 | 8,243 | 5.09% | 5.09% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 218,087 | 8,115 | 6.09% | 6.09% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 210,792 | 7,854 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 208,310 | 7,761 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BDFS Capital LLC | History | No change | 207,856 | 7,744 | 3.37% | 3.37% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 204,130 | 7,605 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 203,209 | 7,571 | 0.66% | 0.66% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 202,954 | 7,562 | 3.15% | 3.15% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Group LLC | History | No change | 202,685 | 7,552 | 6.08% | 6.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 201,383 | 7,503 | 5.69% | 5.69% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 200,000 | 7,452 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 196,494 | 7,321 | 5.98% | 5.98% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 193,541 | 7,211 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | No change | 191,989 | 7,153 | 1.79% | 1.79% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 191,110 | 7,120 | 5.0% | 5.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 184,482 | 6,873 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 182,089 | 6,784 | 5.68% | 5.68% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JDH Wealth Management, LLC | History | No change | 181,966 | 6,780 | 4.13% | 4.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Estate Counselors, LLC | History | No change | 178,527 | 6,651 | 0.57% | 0.57% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | No change | 170,798 | 6,533 | 0.39% | 0.39% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 173,115 | 6,412 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 171,420 | 6,387 | 3.42% | 3.42% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 171,154 | 6,377 | 0.37% | 0.37% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 169,245 | 6,306 | 1.25% | 1.25% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 168,469 | 6,277 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategent Financial, LLC | History | No change | 167,434 | 6,238 | 3.59% | 3.59% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tilson Financial Group, Inc. | History | No change | 166,782 | 6,214 | 1.71% | 1.71% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GEM Asset Management, LLC | History | No change | 165,392 | 6,162 | 2.43% | 2.43% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Index Fund Advisors, Inc. | History | No change | 165,123 | 6,152 | 0.24% | 0.24% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 163,917 | 6,107 | 5.59% | 5.59% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 163,320 | 6,085 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 162,743 | 6,063 | 0.5% | 0.5% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 162,353 | 6,049 | 2.33% | 2.33% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essential Planning, LLC. | History | No change | 160,754 | 5,989 | 1.69% | 1.69% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 159,534 | 5,944 | 0.67% | 0.67% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Longview Financial Advisors LLC | History | No change | 159,552 | 5,944 | 2.94% | 2.94% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 156,540 | 5,848 | 1.24% | 1.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Family Office Research LLC | History | No change | 155,564 | 5,796 | 2.17% | 2.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 155,289 | 5,786 | 0.25% | 0.25% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 153,329 | 5,713 | 0.92% | 0.92% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corus Family Wealth Advisors | History | No change | 152,717 | 5,690 | 3.92% | 3.92% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 151,691 | 5,652 | 2.5% | 2.5% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coyle Financial Counsel LLC | History | No change | 150,299 | 5,600 | 1.02% | 1.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 146,130 | 5,496 | 2.15% | 2.13% | 262 | +56 | 0.04% | Q3 2026 | Oct 09, 2026 |
| Archford Capital Strategies, LLC | History | No change | 145,941 | 5,437 | 0.55% | 0.55% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 141,685 | 5,279 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 136,863 | 5,100 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | No change | 134,784 | 5,022 | 2.31% | 2.31% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cerity Partners LLC | History | No change | 133,450 | 4,972 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 132,870 | 4,950 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 132,506 | 4,937 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RBF Capital, LLC | History | No change | 130,000 | 4,843 | 0.2% | 0.2% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 129,662 | 4,831 | 0.47% | 0.47% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 129,994 | 4,829 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | No change | 128,277 | 4,779 | 0.66% | 0.66% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 127,209 | 4,739 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 129,351 | 4,595 | 0.19% | 0.19% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 122,538 | 4,565 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 120,625 | 4,494 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 119,887 | 4,466 | 0.59% | 0.59% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Warburton Capital Management, LLC | History | No change | 118,772 | 4,425 | 1.8% | 1.8% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 116,363 | 4,335 | 2.35% | 2.35% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 115,422 | 4,300 | 3.12% | 3.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 113,723 | 4,274 | 0.66% | 0.66% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avant Financial Advisors LLC | History | No change | 112,315 | 4,184 | 2.61% | 2.61% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | No change | 112,056 | 4,175 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 111,566 | 4,156 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 109,344 | 4,074 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 108,608 | 4,046 | 1.22% | 1.22% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Squire Investment Management Company, LLC | History | No change | 106,859 | 3,981 | 0.96% | 0.96% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 106,136 | 3,954 | 0.92% | 0.92% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | No change | 105,160 | 3,918 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 103,136 | 3,842 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BluePrint Investing LLC | History | No change | 101,607 | 3,785 | 2.83% | 2.83% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Two West Capital Advisors LLC | History | No change | 97,696 | 3,627 | 1.8% | 1.8% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 97,034 | 3,615 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 96,926 | 3,611 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Selective Wealth Management, Inc. | History | No change | 95,310 | 3,560 | 0.93% | 0.93% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 94,532 | 3,522 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 93,031 | 3,466 | 3.0% | 3.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 91,923 | 3,425 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,860 | 3,385 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Root Financial Partners, LLC | History | No change | 90,870 | 3,385 | 0.13% | 0.13% | 301 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 88,489 | 3,297 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 87,117 | 3,245 | 0.36% | 0.36% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENTREWEALTH, LLC | History | No change | 82,444 | 3,200 | 1.19% | 1.19% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 85,080 | 3,170 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 83,763 | 3,121 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aegis Wealth Management LLC | History | No change | 83,664 | 3,117 | 1.47% | 1.47% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 82,000 | 3,055 | 1.55% | 1.55% | 308 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Daner Wealth Management, LLC | History | No change | 75,202 | 2,953 | 1.6% | 1.6% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAWOOD & CO | History | No change | 78,177 | 2,940 | 2.03% | 1.97% | 310 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Private Advisor Group, LLC | History | No change | 78,863 | 2,938 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| marrick wealth, LLC | History | No change | 78,550 | 2,926 | 2.08% | 2.08% | 312 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 76,175 | 2,863 | 0.27% | 0.27% | 313 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 76,234 | 2,840 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 75,167 | 2,800 | 0.27% | 0.27% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 74,725 | 2,784 | 0.9% | 0.9% | 316 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 74,600 | 2,779 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 74,243 | 2,766 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 72,589 | 2,704 | 1.19% | 1.19% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 71,290 | 2,681 | 0.18% | 0.18% | 320 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ares Financial Consulting, LLC | History | No change | 70,517 | 2,627 | 1.88% | 1.88% | 321 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tandem Financial, LLC | History | No change | 70,203 | 2,615 | 0.79% | 0.79% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 70,119 | 2,612 | 0.33% | 0.33% | 323 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 55 North Private Wealth, LLC | History | No change | 69,799 | 2,600 | 0.51% | 0.51% | 324 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peirce Capital Management, LLC | History | No change | 69,652 | 2,595 | 0.95% | 0.95% | 325 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Berger Financial Group, Inc | History | No change | 69,247 | 2,580 | 0.13% | 0.13% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gordian Advisors LLC | History | No change | 68,852 | 2,565 | 1.51% | 1.51% | 327 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 68,736 | 2,561 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integras Partners LLC | History | No change | 68,007 | 2,533 | 1.4% | 1.4% | 329 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 67,091 | 2,499 | 1.56% | 1.56% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 66,068 | 2,461 | 0.05% | 0.05% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Alternatives, Inc | History | No change | 64,369 | 2,398 | 1.18% | 1.18% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 63,909 | 2,381 | 0.24% | 0.24% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 63,632 | 2,370 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DBK Financial Counsel, LLC | History | No change | 62,585 | 2,331 | 1.96% | 1.96% | 335 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | No change | 61,381 | 2,287 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 61,225 | 2,281 | 0.44% | 0.44% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 60,748 | 2,263 | 0.32% | 0.32% | 338 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trailhead Planners LLC | History | No change | 60,676 | 2,260 | 2.19% | 2.19% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 59,387 | 2,212 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 58,611 | 2,183 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envision Financial Planning, LLC | History | No change | 58,374 | 2,175 | 0.71% | 0.71% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 57,375 | 2,137 | 1.6% | 1.6% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tyche Wealth Partners LLC | History | No change | 56,575 | 2,107 | 0.3% | 0.3% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MB Generational Wealth, LLC | History | No change | 56,043 | 2,088 | 1.02% | 1.02% | 345 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Advisory Group, LLC | History | No change | 55,683 | 2,074 | 0.45% | 0.45% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | No change | 55,321 | 2,061 | 0.24% | 0.24% | 347 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| E-Wealth Partners, LLC | History | No change | 54,601 | 2,034 | 1.47% | 1.47% | 348 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, LLC | History | No change | 53,341 | 1,987 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 51,949 | 1,935 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aerodigm Wealth, LLC | History | No change | 51,912 | 1,934 | 0.65% | 0.65% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vigil Wealth Management, LLC | History | No change | 50,971 | 1,899 | 1.35% | 1.35% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 50,397 | 1,894 | 0.51% | 0.51% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 50,632 | 1,886 | 0.12% | 0.12% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 49,854 | 1,857 | 0.58% | 0.58% | 355 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 49,601 | 1,848 | 0.53% | 0.53% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 49,330 | 1,838 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 49,282 | 1,835 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 47,505 | 1,770 | 0.48% | 0.48% | 359 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nuveen, LLC | History | No change | 47,452 | 1,768 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGrath & Associates, Inc. | History | No change | 47,330 | 1,763 | 2.3% | 2.3% | 361 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 45,636 | 1,700 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 45,628 | 1,700 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 45,008 | 1,676 | 0.27% | 0.27% | 364 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 44,944 | 1,674 | 0.26% | 0.26% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 43,125 | 1,607 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,116 | 1,606 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 42,571 | 1,586 | 0.45% | 0.45% | 368 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 42,384 | 1,579 | 0.5% | 0.5% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Astra Wealth Partners LLC | History | No change | 42,321 | 1,576 | 0.84% | 0.84% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 25 LLC | History | No change | 42,056 | 1,567 | 0.43% | 0.43% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 41,475 | 1,545 | 0.2% | 0.2% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 40,881 | 1,523 | 0.55% | 0.55% | 373 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,995 | 1,490 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 39,933 | 1,487 | 0.72% | 0.72% | 375 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HFG Wealth Management, LLC | History | No change | 39,245 | 1,462 | 1.47% | 1.47% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 39,014 | 1,453 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 38,995 | 1,452 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,152 | 1,421 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 37,712 | 1,405 | 0.17% | 0.17% | 380 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Platform Wealth Management, LLC | History | No change | 37,362 | 1,392 | 0.51% | 0.51% | 381 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 35,734 | 1,331 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Advisory Group, Inc. | History | No change | 34,989 | 1,303 | 0.57% | 0.57% | 383 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Landing Point Financial Group, LLC | History | No change | 34,866 | 1,299 | 0.44% | 0.44% | 384 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 34,069 | 1,269 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geometric Wealth Advisors | History | No change | 33,948 | 1,264 | 0.14% | 0.14% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 33,092 | 1,233 | 0.1% | 0.1% | 387 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 32,905 | 1,226 | 0.16% | 0.16% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Note Advisors, LLC | History | No change | 32,307 | 1,203 | 0.52% | 0.52% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 31,763 | 1,183 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 31,667 | 1,179 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 31,392 | 1,169 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 31,141 | 1,160 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 30,673 | 1,142 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 30,393 | 1,132 | 0.19% | 0.19% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oceanside Advisors LLC | History | No change | 29,329 | 1,092 | 0.55% | 0.55% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TAGStone Capital, Inc. | History | No change | 28,885 | 1,076 | 0.34% | 0.34% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 28,601 | 1,065 | 0.36% | 0.36% | 398 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 28,167 | 1,049 | 0.1% | 0.1% | 399 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 27,998 | 1,043 | 0.99% | 0.99% | 400 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 27,160 | 1,011 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 27,159 | 1,011 | 0.1% | 0.1% | 402 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 26,846 | 1,000 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 25,714 | 958 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,696 | 957 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IF Advisors, LLC | History | No change | 25,700 | 957 | 0.63% | 0.63% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 25,611 | 954 | 0.06% | 0.06% | 407 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Barry Investment Advisors, LLC | History | No change | 25,468 | 948 | 0.2% | 0.2% | 408 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 25,302 | 942 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 24,106 | 898 | 0.27% | 0.27% | 410 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 23,244 | 866 | 0.21% | 0.21% | 411 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 23,170 | 863 | 0.64% | 0.64% | 412 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 22,809 | 849 | 0.15% | 0.15% | 413 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 22,461 | 844 | 0.02% | 0.03% | 414 | -7,374 | -24.72% | Q3 2026 | Oct 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 22,557 | 840 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 22,140 | 824 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 21,435 | 798 | 0.18% | 0.18% | 417 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 21,172 | 788 | 0.32% | 0.32% | 418 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 20,443 | 761 | 0.15% | 0.15% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 20,310 | 756 | 0.33% | 0.33% | 420 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Financial Group Corp | History | No change | 20,281 | 755 | 0.55% | 0.55% | 421 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthSpring Partners, LLC | History | No change | 20,000 | 745 | 0.64% | 0.64% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glassman Wealth Services | History | No change | 19,969 | 744 | 0.09% | 0.09% | 423 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 19,247 | 723 | 0.15% | 0.15% | 424 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Freedom Day Solutions, LLC | History | No change | 19,308 | 719 | 0.16% | 0.16% | 425 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 19,070 | 710 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opulen Financial Group LLC | History | No change | 19,019 | 708 | 0.45% | 0.45% | 427 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 18,704 | 696 | 0.18% | 0.18% | 428 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Facet Wealth, Inc. | History | No change | 18,469 | 688 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mustard Seed Financial, LLC | History | No change | 18,312 | 682 | 0.35% | 0.35% | 430 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHL GROUP, LLC | History | No change | 18,413 | 681 | 0.57% | 0.57% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 18,213 | 678 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,222 | 678 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Advisors, LLC | History | No change | 17,888 | 666 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 17,461 | 659 | 0.04% | 0.04% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 17,524 | 652 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 17,401 | 648 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 17,326 | 645 | 0.15% | 0.15% | 438 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hurley Capital, LLC | History | No change | 16,954 | 631 | 0.33% | 0.33% | 439 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 16,945 | 631 | 0.26% | 0.26% | 440 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,907 | 629 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 16,635 | 619 | 0.09% | 0.09% | 442 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,527 | 615 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 16,443 | 612 | 0.14% | 0.14% | 444 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 16,415 | 611 | 0.08% | 0.08% | 445 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tranquility Partners, LLC | History | No change | 16,298 | 607 | 0.21% | 0.21% | 446 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 16,298 | 607 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Thompson David Blair | History | No change | 16,300 | 607 | 0.3% | 0.3% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 16,242 | 605 | 0.37% | 0.37% | 449 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 16,207 | 603 | 0.13% | 0.13% | 450 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,079 | 599 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Management LLC | History | No change | 15,540 | 579 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 15,276 | 574 | 0.53% | 0.38% | 453 | -2,398 | -13.57% | Q3 2026 | Oct 09, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 16,055 | 570 | 0.38% | 0.38% | 454 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lee Financial Co | History | No change | 15,239 | 567 | 0.07% | 0.07% | 455 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 14,944 | 556 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NorthAvenue LLC | History | No change | 14,772 | 550 | 0.39% | 0.39% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 14,682 | 547 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 14,659 | 546 | 0.39% | 0.39% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Painted Porch Advisors LLC | History | No change | 14,357 | 534 | 0.23% | 0.23% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Babb Wealth Advisors LLC | History | No change | 14,346 | 534 | 0.26% | 0.26% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 14,033 | 522 | 0.16% | 0.16% | 462 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Oath Planning, LLC | History | No change | 13,986 | 521 | 0.39% | 0.39% | 463 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 13,836 | 515 | 0.12% | 0.12% | 464 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 13,779 | 513 | 0.19% | 0.19% | 465 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 13,738 | 511 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,734 | 511 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | No change | 13,618 | 507 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tactive Advisors, LLC | History | New | 13,447 | 505 | 0.12% | — | 469 | +13,447 | New | Q3 2026 | Oct 08, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 13,250 | 498 | 0.12% | 0.13% | 470 | -1,368 | -9.36% | Q3 2026 | Oct 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 13,051 | 490 | 0.01% | 0.01% | 471 | +63 | 0.49% | Q3 2026 | Oct 08, 2026 |
| Old Peak Finance LLC | History | No change | 12,706 | 473 | 0.23% | 0.23% | 472 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Everhart Financial Group, Inc. | History | No change | 12,571 | 472 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,592 | 469 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 12,476 | 464 | 0.2% | 0.2% | 475 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Core Wealth Management, Inc. | History | No change | 12,286 | 457 | 0.13% | 0.13% | 476 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 12,234 | 455 | 0.3% | 0.3% | 477 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Group, LLC | History | No change | 12,047 | 448 | 0.09% | 0.09% | 478 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 11,939 | 444 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,893 | 443 | 0.03% | 0.03% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 11,745 | 437 | 0.08% | 0.08% | 481 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 11,738 | 437 | 0.24% | 0.24% | 482 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,602 | 432 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,163 | 415 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,896 | 409 | 0.1% | 0.09% | 486 | +9 | 0.08% | Q3 2026 | Oct 09, 2026 |
| Life Planning Partners, Inc | History | No change | 10,992 | 409 | 0.3% | 0.3% | 485 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prosperity Advisers, LLC | History | No change | 10,899 | 406 | 0.29% | 0.29% | 487 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CVA Family Office, LLC | History | No change | 10,870 | 405 | 0.04% | 0.04% | 488 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 10,895 | 405 | 0.16% | 0.16% | 489 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Everest Financial Group LLC | History | No change | 10,791 | 402 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | No change | 10,423 | 388 | 0.04% | 0.04% | 491 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concord Wealth Partners | History | No change | 10,413 | 387 | 0.04% | 0.04% | 492 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 10,393 | 387 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 10,340 | 385 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,316 | 384 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 10,065 | 375 | 0.17% | 0.17% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurelius Family Office LLC | History | No change | 10,038 | 374 | 0.15% | 0.15% | 497 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 9,976 | 371 | 0.21% | 0.21% | 498 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANCE WEALTH, LLC | History | No change | 9,953 | 370 | 0.08% | 0.08% | 499 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 9,947 | 370 | 0.08% | 0.08% | 500 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | No change | 9,679 | 360 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 9,591 | 357 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,405 | 355 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLC Capital Advisors | History | No change | 9,547 | 355 | 0.06% | 0.06% | 504 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 9,491 | 353 | 0.15% | 0.15% | 505 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TABLEAUX LLC | History | No change | 9,483 | 353 | 0.15% | 0.15% | 506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 9,421 | 351 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 9,389 | 349 | 0.09% | 0.09% | 508 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,353 | 348 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WINNACLE WEALTH LLC | History | No change | 9,263 | 345 | 0.23% | 0.23% | 510 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,237 | 344 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investmark Advisory Group LLC | History | No change | 9,089 | 338 | 0.13% | 0.13% | 512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,050 | 337 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,031 | 336 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBE Wealth Management, LLC | History | No change | 9,017 | 335 | 0.24% | 0.24% | 515 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,945 | 333 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 8,839 | 329 | 0.03% | 0.03% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,791 | 327 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Citrine Capital LLC | History | No change | 8,743 | 325 | 0.12% | 0.12% | 519 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 8,680 | 323 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 8,511 | 317 | 0.15% | 0.15% | 521 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Archer Investment Management, LLC | History | No change | 8,489 | 316 | 0.11% | 0.11% | 522 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 8,425 | 315 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Colonial Trust Co / SC | History | No change | 8,393 | 312 | 0.04% | 0.04% | 524 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 8,359 | 311 | 0.16% | 0.16% | 525 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,316 | 309 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 8,300 | 309 | 0.11% | 0.11% | 527 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tufton Capital Management | History | No change | 8,215 | 306 | 0.05% | 0.05% | 528 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 8,126 | 302 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 8,054 | 300 | 0.17% | 0.17% | 530 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,953 | 296 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,799 | 290 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | Reduced | 7,674 | 289 | 0.01% | 0.01% | 533 | -2,008 | -20.74% | Q3 2026 | Oct 02, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 7,688 | 286 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 7,626 | 284 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balefire, LLC | History | Added to | 7,541 | 283 | 0.04% | 0.04% | 536 | +1,047 | 16.12% | Q3 2026 | Oct 09, 2026 |
| XTX Topco Ltd | History | No change | 7,453 | 277 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,349 | 273 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 7,309 | 272 | 0.27% | 0.27% | 539 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspire Private Capital, LLC | History | No change | 7,179 | 267 | 0.06% | 0.06% | 540 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 7,155 | 266 | 0.03% | 0.03% | 541 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,072 | 263 | 0.03% | 0.03% | 542 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballew Advisors, Inc | History | New | 6,943 | 261 | 0.13% | — | 544 | +6,943 | New | Q3 2026 | Oct 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,052 | 261 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,851 | 255 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shepherd Financial Partners LLC | History | No change | 6,862 | 255 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Level Wealth Management LLC | History | No change | 6,789 | 252 | 0.1% | 0.1% | 547 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 6,717 | 250 | 0.06% | 0.06% | 548 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 6,730 | 250 | 0.1% | 0.1% | 549 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 6,627 | 249 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 6,675 | 248 | 0.09% | 0.09% | 551 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 6,637 | 247 | 0.13% | 0.13% | 552 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empire Financial Management Company, LLC | History | No change | 6,601 | 245 | 0.1% | 0.1% | 553 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,549 | 244 | 0.09% | 0.09% | 554 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Csenge Advisory Group | History | No change | 6,543 | 243 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 6,505 | 242 | 0.02% | 0.02% | 556 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEEDS INVESTOR LLC | History | No change | 6,431 | 239 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6,346 | 236 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cove Private Wealth, LLC | History | No change | 6,321 | 235 | 0.05% | 0.05% | 559 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Net Worth Advisory Group | History | No change | 6,234 | 232 | 0.06% | 0.06% | 560 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,200 | 231 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,092 | 226 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orcam Financial Group | History | No change | 6,089 | 226 | 0.11% | 0.11% | 563 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 6,045 | 225 | 0.06% | 0.06% | 564 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 6,211 | 223 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 5,855 | 218 | 0.04% | 0.04% | 566 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 5,774 | 215 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,771 | 215 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,775 | 215 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 5,775 | 215 | 0.02% | 0.02% | 570 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Haven Private, LLC | History | No change | 5,755 | 214 | 0.08% | 0.08% | 571 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,670 | 211 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,687 | 211 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CNB Bank | History | No change | 5,653 | 210 | 0.08% | 0.08% | 574 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equita Financial Network, Inc. | History | No change | 5,640 | 210 | 0.06% | 0.06% | 575 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 5,604 | 208 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 5,511 | 205 | 0.04% | 0.04% | 577 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 5,333 | 198 | 0.06% | 0.06% | 578 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 5,152 | 192 | 0.05% | 0.05% | 579 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,994 | 186 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,995 | 186 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,478 | 166 | 0.12% | 0.12% | 582 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,316 | 160 | 0.05% | 0.05% | 583 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 4,149 | 156 | 0.04% | 0.05% | 584 | +10 | 0.24% | Q3 2026 | Oct 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,180 | 155 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,863 | 143 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 3,800 | 141 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,296 | 122 | 0.03% | 0.03% | 588 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 3,300 | 117 | 0.08% | 0.08% | 589 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,809 | 104 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,605 | 97 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,500 | 93 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Financial Group, Inc. | History | No change | 2,522 | 93 | 0.05% | 0.05% | 593 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,346 | 87 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,361 | 87 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,317 | 86 | 0.05% | 0.05% | 596 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 1,786 | 66 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 1,613 | 60 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 1,472 | 54 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,389 | 51 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BlackRock, Inc. | History | No change | 1,284 | 47 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 1,243 | 46 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 1,115 | 41 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 998 | 37 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairway Wealth LLC | History | No change | 894 | 33 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 815 | 30 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 778 | 28 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gleason Group, Inc. | History | No change | 768 | 28 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 735 | 27 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 618 | 23 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 617 | 22 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 596 | 22 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 598 | 22 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 536 | 20 | 0.0% | 0.0% | 614 | +10 | 1.9% | Q3 2026 | Oct 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 487 | 18 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 470 | 17 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 470 | 17 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 442 | 16 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 406 | 15 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 390 | 14 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| City State Bank | History | No change | 381 | 14 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brooklyn FI, LLC | History | No change | 358 | 13 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 360 | 13 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 311 | 11 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 274 | 10 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 292 | 10 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 290 | 10 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 262 | 9 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 239 | 8 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 180 | 7 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 205 | 7 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 167 | 6 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Center for Financial Services | History | No change | 137 | 5 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 153 | 5 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corsicana & Co. | History | No change | 110 | 4 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 79 | 2 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 47 | 1 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 54 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -720 | -100.0% | Q3 2026 | Oct 08, 2026 |