Dimensional ETF Trust - DFIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 61,365,155 | 2,156,533 | 0.86% | 0.92% | 1 | +2,617,969 | 4.46% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,098,700 | 458,847 | 0.52% | 0.53% | 2 | +1,713,272 | 15.05% | Q2 2026 | Aug 14, 2026 |
| Matson Money. Inc. | History | No change | 11,919,623 | 417,544 | 11.63% | 12.31% | 3 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,308,950 | 115,912 | 0.56% | 0.61% | 4 | +8,766 | 0.27% | Q2 2026 | Jul 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,214,071 | 112,588 | 1.68% | 2.27% | 5 | +6,236 | 0.19% | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | Added to | 2,800,232 | 98,092 | 0.01% | 0.0% | 6 | +2,800,171 | 4590444.26% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 2,410,679 | 84,446 | 0.05% | 0.06% | 7 | -16,185 | -0.67% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,224,202 | 77,913 | 0.13% | 0.0% | 8 | +2,220,158 | 54900.05% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,975,099 | 69,187 | 0.02% | 0.02% | 9 | +133,617 | 7.26% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,853,826 | 64,940 | 0.41% | 0.46% | 10 | +113,993 | 6.55% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,741,088 | 60,990 | 0.73% | 0.74% | 11 | +478,352 | 37.88% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,635,368 | 57,286 | 2.23% | 1.74% | 12 | +516,725 | 46.19% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,582,555 | 55,436 | 0.63% | 0.59% | 13 | +666,311 | 72.72% | Q2 2026 | Aug 10, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,562,031 | 54,717 | 2.37% | 2.55% | 14 | +135,631 | 9.51% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,498,139 | 52,479 | 0.02% | 0.02% | 15 | +80,433 | 5.67% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | New | 1,430,072 | 50,095 | 2.45% | — | 16 | +1,430,072 | New | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | Added to | 1,423,549 | 49,866 | 0.58% | 0.6% | 17 | +126,583 | 9.76% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,363,387 | 47,759 | 0.42% | 0.5% | 18 | -121,743 | -8.2% | Q2 2026 | Jul 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 1,401,653 | 47,193 | 2.53% | 2.53% | 19 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 1,268,108 | 44,421 | 0.05% | 0.03% | 20 | +579,743 | 84.22% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,213,154 | 42,496 | 0.02% | 0.02% | 21 | +367,864 | 43.52% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 1,198,371 | 41,978 | 3.25% | 3.5% | 22 | +11,828 | 1.0% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 1,133,632 | 38,169 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 1,014,876 | 35,551 | 3.1% | 3.41% | 24 | +53,086 | 5.52% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | Reduced | 980,075 | 34,332 | 0.1% | 0.21% | 25 | -321,173 | -24.68% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 918,993 | 32,192 | 0.0% | 0.0% | 26 | +25,881 | 2.9% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 873,168 | 30,587 | 0.03% | 0.03% | 27 | +42,850 | 5.16% | Q2 2026 | Aug 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 708,936 | 24,834 | 0.99% | 1.03% | 28 | +32,059 | 4.74% | Q2 2026 | Aug 12, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 687,488 | 24,082 | 3.84% | 3.81% | 29 | +46,331 | 7.23% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | New | 681,890 | 23,886 | 0.46% | — | 30 | +681,890 | New | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 664,496 | 23,277 | 0.05% | 0.06% | 31 | -1,681 | -0.25% | Q2 2026 | Aug 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 659,583 | 23,105 | 2.93% | 2.89% | 32 | +43,845 | 7.12% | Q2 2026 | Aug 25, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 650,636 | 22,791 | 0.0% | — | 33 | +650,636 | New | Q2 2026 | Aug 14, 2026 |
| Shore Point Advisors, LLC | History | Added to | 621,981 | 21,788 | 7.45% | 7.69% | 34 | +44,009 | 7.61% | Q2 2026 | Jul 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 603,074 | 21,125 | 2.41% | 2.55% | 35 | +32,168 | 5.63% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 601,708 | 21,077 | 0.03% | 0.02% | 36 | +245,552 | 68.95% | Q2 2026 | Aug 19, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 591,702 | 20,727 | 0.47% | 0.47% | 37 | +46,446 | 8.52% | Q2 2026 | Aug 05, 2026 |
| Wealth Management Nebraska | History | Added to | 579,166 | 20,288 | 1.81% | 1.81% | 38 | +48,806 | 9.2% | Q2 2026 | Jul 27, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 550,660 | 19,289 | 9.22% | 0.53% | 39 | +523,908 | 1958.39% | Q2 2026 | Jul 23, 2026 |
| Factor Wealth Management LTD | History | Added to | 515,377 | 18,053 | 2.73% | 2.6% | 40 | +104,640 | 25.48% | Q2 2026 | Jul 07, 2026 |
| Tanager Wealth Management LLP | History | Added to | 502,319 | 17,596 | 1.53% | 1.63% | 41 | +2,757 | 0.55% | Q2 2026 | Jul 23, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 483,144 | 16,924 | 6.38% | 6.87% | 42 | -9,893 | -2.01% | Q2 2026 | Jul 23, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 461,663 | 16,172 | 2.63% | 2.82% | 43 | +4,399 | 0.96% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 455,568 | 15,958 | 0.39% | 0.39% | 44 | +32,808 | 7.76% | Q2 2026 | Aug 11, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 453,219 | 15,876 | 3.51% | 3.89% | 45 | +9,041 | 2.04% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 435,382 | 15,251 | 0.02% | 0.13% | 46 | -2,356,067 | -84.4% | Q2 2026 | Aug 27, 2026 |
| Efficient Advisors, LLC | History | No change | 447,277 | 15,059 | 1.07% | 1.07% | 47 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Planning Center, Inc. | History | Added to | 413,172 | 14,473 | 1.37% | 1.4% | 48 | +1,541 | 0.37% | Q2 2026 | Jul 29, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 389,220 | 13,634 | 1.69% | 1.7% | 49 | +15,086 | 4.03% | Q2 2026 | Jul 20, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 383,932 | 13,449 | 2.06% | 2.16% | 50 | +26,520 | 7.42% | Q2 2026 | Aug 06, 2026 |
| SVB WEALTH LLC | History | Added to | 383,364 | 13,429 | 0.85% | 0.8% | 51 | +21,528 | 5.95% | Q2 2026 | Jul 17, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 356,997 | 12,505 | 3.51% | 3.69% | 52 | +302 | 0.08% | Q2 2026 | Jul 24, 2026 |
| Tillman Hartley LLC | History | Added to | 350,563 | 12,280 | 2.76% | 2.89% | 53 | +9,262 | 2.71% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 338,811 | 11,868 | 1.81% | 1.81% | 54 | +22,059 | 6.96% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 333,265 | 11,674 | 0.0% | 0.0% | 55 | +111,848 | 50.51% | Q2 2026 | Aug 14, 2026 |
| Timonier Family Office, LTD. | History | New | 331,165 | 11,600 | 3.28% | — | 56 | +331,165 | New | Q2 2026 | Aug 03, 2026 |
| Berman McAleer LLC | History | Added to | 330,048 | 11,561 | 1.34% | 0.11% | 57 | +306,494 | 1301.24% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 328,781 | 11,518 | 0.01% | 0.01% | 58 | +67,285 | 25.73% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 326,837 | 11,449 | 0.01% | 0.0% | 59 | +285,556 | 691.74% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 323,415 | 11,329 | 0.3% | 0.37% | 60 | -22,800 | -6.59% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | Added to | 318,328 | 11,151 | 0.68% | 0.74% | 61 | +9,541 | 3.09% | Q2 2026 | Aug 07, 2026 |
| GEN Financial Management, INC. | History | Reduced | 311,963 | 10,928 | 6.54% | 6.57% | 62 | -3,038 | -0.96% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 309,902 | 10,855 | 0.0% | 0.0% | 63 | +232,594 | 300.87% | Q2 2026 | Aug 13, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 308,750 | 10,815 | 4.59% | 4.83% | 64 | +9,427 | 3.15% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 308,255 | 10,787 | 0.0% | 0.0% | 65 | +13,577 | 4.61% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 305,727 | 10,709 | 0.18% | 0.18% | 66 | +16,289 | 5.63% | Q2 2026 | Aug 10, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 301,633 | 10,566 | 2.35% | 2.42% | 67 | +15,345 | 5.36% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Reduced | 300,540 | 10,527 | 0.0% | 0.0% | 68 | -150,336 | -33.34% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 296,400 | 10,382 | 0.05% | 0.05% | 69 | +4,592 | 1.57% | Q2 2026 | Aug 18, 2026 |
| Level Financial Advisors | History | Added to | 286,576 | 10,038 | 2.24% | 2.32% | 70 | +16,519 | 6.12% | Q2 2026 | Jul 15, 2026 |
| Robinswood Financial LLC | History | Added to | 283,738 | 9,939 | 2.85% | 2.94% | 71 | +5,948 | 2.14% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | Reduced | 275,073 | 9,635 | 0.04% | 0.04% | 72 | -3,535 | -1.27% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | Added to | 274,142 | 9,603 | 3.1% | 3.17% | 73 | +12,124 | 4.63% | Q2 2026 | Aug 07, 2026 |
| Rothschild Wealth LLC | History | Reduced | 262,784 | 9,205 | 0.74% | 0.88% | 74 | -25,162 | -8.74% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 262,173 | 9,184 | 0.21% | 0.21% | 75 | +20,301 | 8.39% | Q2 2026 | Aug 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | New | 261,318 | 9,153 | 0.69% | — | 76 | +261,318 | New | Q2 2026 | Jul 24, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 257,792 | 9,030 | 2.31% | 2.48% | 77 | -156 | -0.06% | Q2 2026 | Jul 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 253,197 | 8,869 | 1.88% | 1.83% | 78 | +11,824 | 4.9% | Q2 2026 | Jul 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 248,919 | 8,719 | 1.78% | 1.82% | 79 | +8,250 | 3.43% | Q2 2026 | Jul 02, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 246,108 | 8,621 | 1.39% | — | 80 | +246,108 | New | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 243,338 | 8,524 | 0.0% | 0.01% | 81 | -1,023,286 | -80.79% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 241,249 | 8,450 | 0.05% | 0.04% | 82 | +39,141 | 19.37% | Q2 2026 | Aug 17, 2026 |
| First Pacific Financial | History | Added to | 233,965 | 8,195 | 0.98% | 0.88% | 83 | +30,831 | 15.18% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 210,505 | 7,373 | 0.06% | 0.07% | 84 | +5,865 | 2.87% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 192,518 | 6,743 | 0.03% | 0.04% | 85 | -20,594 | -9.66% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 188,014 | 6,586 | 0.03% | 0.03% | 86 | -2,994 | -1.57% | Q2 2026 | Jul 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 178,444 | 6,250 | 0.44% | 0.45% | 87 | +6,792 | 3.96% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 173,050 | 6,061 | 0.0% | 0.0% | 88 | -5,405 | -3.03% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 164,688 | 5,769 | 0.01% | 0.01% | 89 | +15,357 | 10.28% | Q2 2026 | Jul 29, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 163,392 | 5,723 | 1.57% | 1.57% | 90 | +8,100 | 5.22% | Q2 2026 | Jul 27, 2026 |
| M Holdings Securities, Inc. | History | Added to | 157,890 | 5,529 | 0.76% | 0.27% | 91 | +47,109 | 42.52% | Q2 2026 | Aug 11, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 152,202 | 5,331 | 1.97% | 1.9% | 92 | +8,199 | 5.69% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 170,265 | 5,281 | 0.01% | 0.01% | 93 | +54,662 | 47.28% | Q2 2026 | Jul 15, 2026 |
| Apella Capital, LLC | History | Added to | 148,026 | 5,247 | 0.07% | 0.08% | 94 | +3,520 | 2.44% | Q2 2026 | Jul 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 149,367 | 5,232 | 1.6% | 1.73% | 95 | -1,642 | -1.09% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 144,823 | 5,073 | 0.14% | 0.16% | 96 | -3,046 | -2.06% | Q2 2026 | Jul 07, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 143,084 | 5,012 | 1.29% | 1.34% | 97 | +3,252 | 2.33% | Q2 2026 | Jul 06, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 141,525 | 4,957 | 2.32% | 2.36% | 98 | +5,895 | 4.35% | Q2 2026 | Jul 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 141,400 | 4,953 | 1.66% | 1.77% | 99 | -6,264 | -4.24% | Q2 2026 | Aug 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 136,162 | 4,769 | 2.33% | 2.41% | 100 | +3,312 | 2.49% | Q2 2026 | Aug 07, 2026 |
| CROBAN | History | Reduced | 134,319 | 4,703 | 2.07% | 2.13% | 101 | -424 | -0.31% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 132,545 | 4,643 | 0.03% | 0.03% | 102 | -3,618 | -2.66% | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | Reduced | 131,864 | 4,619 | 1.01% | 1.43% | 103 | -45,082 | -25.48% | Q2 2026 | Aug 06, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 130,671 | 4,577 | 0.74% | 0.79% | 104 | +34,379 | 35.7% | Q2 2026 | Jul 27, 2026 |
| Willow Financial LLC | History | No change | 134,670 | 4,534 | 4.59% | 4.59% | 105 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Viaable, LLC | History | New | 127,912 | 4,503 | 3.74% | — | 106 | +127,912 | New | Q2 2026 | Aug 14, 2026 |
| SACHEM HILL LLC | History | Added to | 123,106 | 4,312 | 0.77% | 0.77% | 107 | +4,627 | 3.91% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | Reduced | 117,508 | 4,116 | 1.94% | 1.48% | 108 | -81,586 | -40.98% | Q2 2026 | Aug 10, 2026 |
| Williams Financial, LLC | History | Added to | 116,135 | 4,068 | 2.1% | 2.17% | 109 | +5,159 | 4.65% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Added to | 115,366 | 4,041 | 0.12% | 0.13% | 110 | +1,297 | 1.14% | Q2 2026 | Jul 15, 2026 |
| LAM GROUP, INC. | History | Added to | 114,245 | 4,002 | 1.99% | 2.11% | 111 | +10 | 0.01% | Q2 2026 | Jul 10, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 112,576 | 3,943 | 0.39% | 0.38% | 112 | +11,347 | 11.21% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 107,988 | 3,782 | 0.1% | 0.1% | 113 | +3,533 | 3.38% | Q2 2026 | Jul 07, 2026 |
| VANCE WEALTH, LLC | History | Added to | 106,965 | 3,746 | 0.84% | 0.8% | 114 | +24,471 | 29.66% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 101,028 | 3,539 | 0.88% | 0.93% | 115 | +755 | 0.75% | Q2 2026 | Jul 30, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 98,369 | 3,445 | 1.1% | 1.18% | 116 | -736 | -0.74% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 97,605 | 3,419 | 0.02% | 0.02% | 117 | +9,977 | 11.39% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 93,848 | 3,287 | 0.04% | 0.03% | 118 | +17,141 | 22.35% | Q2 2026 | Aug 12, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 91,688 | 3,245 | 0.5% | 0.57% | 119 | -27 | -0.03% | Q2 2026 | Jul 30, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 91,512 | 3,205 | 1.42% | 1.38% | 120 | +492 | 0.54% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 90,568 | 3,172 | 0.0% | 0.0% | 121 | +23,271 | 34.58% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 88,164 | 3,088 | 0.01% | 0.01% | 122 | +2,049 | 2.38% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 85,089 | 2,980 | 0.08% | 0.04% | 123 | +47,866 | 128.59% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 82,924 | 2,904 | 0.01% | 0.01% | 124 | +6,616 | 8.67% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 86,280 | 2,842 | 2.43% | 2.27% | 125 | +2,125 | 2.53% | Q2 2026 | Aug 07, 2026 |
| Aurelius Family Office LLC | History | Reduced | 78,127 | 2,736 | 1.08% | 1.15% | 126 | -319 | -0.41% | Q2 2026 | Jul 13, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 76,747 | 2,688 | 0.45% | 0.27% | 127 | +35,180 | 84.63% | Q2 2026 | Jul 17, 2026 |
| Navigoe, LLC | History | Reduced | 76,222 | 2,670 | 1.4% | 1.52% | 128 | -468 | -0.61% | Q2 2026 | Jul 31, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 75,592 | 2,647 | 0.21% | 0.22% | 129 | +5,248 | 7.46% | Q2 2026 | Aug 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 74,410 | 2,606 | 0.03% | 0.01% | 130 | +53,462 | 255.21% | Q2 2026 | Aug 03, 2026 |
| Austin Asset Management Co Inc | History | Added to | 73,769 | 2,584 | 0.36% | 0.39% | 131 | +2,619 | 3.68% | Q2 2026 | Jul 31, 2026 |
| Indie Asset Partners, LLC | History | Added to | 72,960 | 2,555 | 2.45% | 2.74% | 132 | +1,500 | 2.1% | Q2 2026 | Aug 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 72,845 | 2,551 | 0.6% | 0.62% | 133 | +1,394 | 1.95% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 69,071 | 2,419 | 0.01% | 0.01% | 134 | +20,716 | 42.84% | Q2 2026 | Aug 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 66,958 | 2,345 | 1.1% | 1.12% | 135 | +529 | 0.8% | Q2 2026 | Aug 13, 2026 |
| Provident Wealth Management, LLC | History | Added to | 66,512 | 2,329 | 0.6% | 0.61% | 136 | +6,435 | 10.71% | Q2 2026 | Aug 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 65,304 | 2,287 | 0.2% | 0.22% | 137 | -29 | -0.04% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 63,815 | 2,235 | 0.01% | 0.01% | 138 | -12,742 | -16.64% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,637 | 2,229 | 0.01% | 0.01% | 139 | +5,400 | 9.27% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 63,619 | 2,228 | 0.05% | — | 140 | +63,619 | New | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 63,411 | 2,221 | 0.1% | 0.11% | 141 | +2,596 | 4.27% | Q2 2026 | Jul 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 62,978 | 2,206 | 0.86% | 0.88% | 142 | +7,071 | 12.65% | Q2 2026 | Aug 10, 2026 |
| Colony Family Offices, LLC | History | Added to | 62,108 | 2,175 | 0.48% | 0.51% | 143 | +107 | 0.17% | Q2 2026 | Jul 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 61,455 | 2,152 | 0.0% | 0.0% | 144 | +8,013 | 14.99% | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Group LLC | History | Added to | 60,906 | 2,133 | 1.72% | 1.89% | 145 | +141 | 0.23% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 59,779 | 2,094 | 0.0% | 0.0% | 146 | -38,644 | -39.26% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Added to | 57,717 | 2,021 | 0.33% | 0.35% | 147 | +2,087 | 3.75% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 56,656 | 1,984 | 0.64% | — | 148 | +56,656 | New | Q2 2026 | Jul 17, 2026 |
| PFG Advisors | History | Added to | 56,460 | 1,977 | 0.1% | 0.09% | 149 | +458 | 0.82% | Q2 2026 | Jul 16, 2026 |
| MOTCO | History | Added to | 56,365 | 1,974 | 0.17% | 0.16% | 150 | +4,273 | 8.2% | Q2 2026 | Jul 31, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 55,372 | 1,939 | 0.33% | 0.35% | 151 | +286 | 0.52% | Q2 2026 | Jul 22, 2026 |
| CLG LLC | History | Added to | 55,306 | 1,937 | 0.43% | 0.45% | 152 | +1,955 | 3.66% | Q2 2026 | Jul 16, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 55,130 | 1,931 | 0.56% | — | 153 | +55,130 | New | Q2 2026 | Jul 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 54,615 | 1,913 | 0.6% | 0.64% | 154 | -939 | -1.69% | Q2 2026 | Jul 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 54,181 | 1,897 | 0.03% | — | 155 | +54,181 | New | Q2 2026 | Jul 28, 2026 |
| Frankly Finances, LLC | History | Added to | 53,162 | 1,862 | 1.47% | 1.5% | 156 | +3,850 | 7.81% | Q2 2026 | Jul 15, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 51,835 | 1,815 | 1.64% | 1.79% | 157 | +85 | 0.16% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,584 | 1,806 | 0.01% | 0.01% | 158 | +7,548 | 17.14% | Q2 2026 | Jul 17, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 51,554 | 1,805 | 1.37% | 1.41% | 159 | +1,778 | 3.57% | Q2 2026 | Jul 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 50,548 | 1,770 | 0.26% | 0.26% | 160 | +4,363 | 9.45% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,173 | 1,687 | 0.0% | 0.0% | 161 | +63 | 0.13% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Added to | 47,630 | 1,668 | 0.05% | 0.04% | 162 | +17,365 | 57.38% | Q2 2026 | Aug 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 47,037 | 1,647 | 0.16% | 0.17% | 163 | -970 | -2.02% | Q2 2026 | Jul 10, 2026 |
| Sollinda Capital Management LLC | History | Added to | 45,805 | 1,604 | 0.34% | 0.31% | 164 | +8,004 | 21.17% | Q2 2026 | Aug 05, 2026 |
| InTrack Investment Management Inc | History | Added to | 45,549 | 1,595 | 0.79% | 0.17% | 165 | +36,813 | 421.39% | Q2 2026 | Jul 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 45,304 | 1,587 | 0.02% | 0.03% | 166 | +5,071 | 12.6% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,707 | 1,566 | 0.02% | 0.02% | 167 | -10,044 | -18.34% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 44,596 | 1,562 | 0.01% | 0.02% | 168 | -84,419 | -65.43% | Q2 2026 | Jul 27, 2026 |
| Forum Financial Management, LP | History | Reduced | 43,307 | 1,517 | 0.02% | 0.02% | 169 | -571 | -1.3% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 43,079 | 1,509 | 0.0% | 0.0% | 170 | -5,794 | -11.86% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Partners LLC | History | New | 41,571 | 1,456 | 1.26% | — | 171 | +41,571 | New | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 40,921 | 1,433 | 0.11% | 0.11% | 172 | +597 | 1.48% | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 39,619 | 1,387 | 0.33% | 0.54% | 173 | -1,491 | -3.63% | Q2 2026 | Jul 15, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 39,334 | 1,377 | 0.35% | 0.35% | 174 | -668 | -1.67% | Q2 2026 | Jul 31, 2026 |
| WPWealth LLP | History | Reduced | 39,207 | 1,373 | 0.2% | 0.24% | 175 | -7,895 | -16.76% | Q2 2026 | Aug 10, 2026 |
| JDH Wealth Management, LLC | History | No change | 39,028 | 1,367 | 0.83% | 0.89% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 34,052 | 1,192 | 0.02% | 0.01% | 177 | +9,491 | 38.64% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 33,627 | 1,177 | 0.14% | 0.12% | 178 | +8,729 | 35.06% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,053 | 1,122 | 0.01% | 0.01% | 179 | -4,628 | -12.62% | Q2 2026 | Aug 14, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 31,763 | 1,112 | 0.93% | 0.81% | 180 | +138 | 0.44% | Q2 2026 | Jul 21, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 30,854 | 1,080 | 0.34% | 0.44% | 181 | -5,291 | -14.64% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Added to | 30,246 | 1,059 | 0.0% | 0.0% | 182 | +1,231 | 4.24% | Q2 2026 | Aug 14, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 24,870 | 871 | 1.85% | 3.28% | 183 | -70,091 | -73.81% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 24,744 | 866 | 0.42% | 0.46% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 23,989 | 842 | 0.02% | 0.02% | 185 | -5,715 | -19.24% | Q2 2026 | Jul 29, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 23,637 | 828 | 0.34% | — | 186 | +23,637 | New | Q2 2026 | Jul 31, 2026 |
| Integras Partners LLC | History | Added to | 23,146 | 810 | 0.45% | 0.51% | 187 | +35 | 0.15% | Q2 2026 | Jul 24, 2026 |
| Blume Capital Management, Inc. | History | No change | 23,100 | 809 | 0.12% | 0.13% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 22,927 | 803 | 0.42% | 0.44% | 189 | +1,130 | 5.18% | Q2 2026 | Jul 20, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,999 | 770 | 0.24% | 0.25% | 190 | +830 | 3.92% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,824 | 764 | 0.05% | 0.04% | 191 | +4,174 | 23.65% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 21,747 | 761 | 0.01% | 0.01% | 192 | +1,520 | 7.51% | Q2 2026 | Aug 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 21,171 | 745 | 0.02% | 0.01% | 193 | +13,557 | 178.05% | Q2 2026 | Jul 15, 2026 |
| Nuveen, LLC | History | New | 20,502 | 718 | 0.0% | — | 194 | +20,502 | New | Q2 2026 | Aug 11, 2026 |
| West Wealth Group, LLC | History | Added to | 20,014 | 701 | 0.11% | 0.13% | 195 | +237 | 1.2% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 19,771 | 692 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 19,720 | 690 | 0.05% | 0.05% | 197 | +174 | 0.89% | Q2 2026 | Jul 29, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 19,478 | 682 | 0.25% | 0.25% | 198 | +512 | 2.7% | Q2 2026 | Jul 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 19,139 | 670 | 0.05% | 0.05% | 199 | -1,132 | -5.58% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 19,003 | 665 | 0.0% | 0.0% | 200 | -4,192 | -18.07% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 18,963 | 664 | 0.04% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Joseph Group Capital Management | History | Reduced | 18,744 | 656 | 0.14% | 0.16% | 202 | -223 | -1.18% | Q2 2026 | Aug 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 18,702 | 655 | 0.24% | 0.27% | 203 | -1,192 | -5.99% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 18,637 | 652 | 0.01% | 0.02% | 204 | -491 | -2.57% | Q2 2026 | Aug 03, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 18,588 | 651 | 0.51% | 0.53% | 205 | +752 | 4.22% | Q2 2026 | Aug 07, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 17,462 | 611 | 0.3% | 0.32% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,194 | 602 | 0.0% | 0.0% | 207 | +2,799 | 19.44% | Q2 2026 | Aug 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 17,053 | 597 | 0.33% | 0.29% | 208 | +2,537 | 17.48% | Q2 2026 | Jul 24, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,755 | 586 | 0.2% | 0.21% | 209 | +458 | 2.81% | Q2 2026 | Jul 23, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 16,438 | 575 | 0.08% | 0.08% | 210 | +81 | 0.5% | Q2 2026 | Aug 12, 2026 |
| Everhart Financial Group, Inc. | History | New | 16,188 | 567 | 0.04% | — | 211 | +16,188 | New | Q2 2026 | Jul 08, 2026 |
| United Advisor Group, LLC | History | New | 16,106 | 564 | 0.06% | — | 212 | +16,106 | New | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,739 | 551 | 0.0% | 0.0% | 213 | +1,469 | 10.29% | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 15,623 | 547 | 0.1% | 0.11% | 214 | -594 | -3.66% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 15,604 | 546 | 0.0% | — | 215 | +15,604 | New | Q2 2026 | Jul 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15,067 | 527 | 0.1% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 14,702 | 515 | 0.1% | 0.04% | 217 | +8,477 | 136.18% | Q2 2026 | Sep 15, 2026 |
| CHOREO, LLC | History | New | 14,685 | 514 | 0.01% | — | 218 | +14,685 | New | Q2 2026 | Aug 04, 2026 |
| rebel Financial LLC | History | No change | 15,018 | 505 | 0.22% | 0.22% | 219 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 14,927 | 502 | 0.02% | 0.02% | 220 | -322 | -2.11% | Q2 2026 | Jul 09, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 13,915 | 487 | 0.23% | 0.27% | 221 | -286 | -2.01% | Q2 2026 | Aug 07, 2026 |
| XY Planning Network, Inc. | History | New | 13,880 | 486 | 0.06% | — | 222 | +13,880 | New | Q2 2026 | Jul 14, 2026 |
| Entelevest, LLC | History | Added to | 13,641 | 477 | 0.41% | 0.41% | 223 | +1,566 | 12.97% | Q2 2026 | Jul 22, 2026 |
| TAGStone Capital, Inc. | History | Added to | 13,165 | 461 | 0.15% | 0.15% | 224 | +200 | 1.54% | Q2 2026 | Aug 11, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 12,919 | 452 | 0.34% | 0.38% | 225 | -353 | -2.66% | Q2 2026 | Aug 12, 2026 |
| Partners in Financial Planning | History | Added to | 12,793 | 448 | 0.07% | 0.07% | 226 | +382 | 3.08% | Q2 2026 | Aug 10, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 12,701 | 444 | 0.11% | 0.12% | 227 | +194 | 1.55% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 12,657 | 443 | 0.0% | 0.0% | 228 | +6,194 | 95.84% | Q2 2026 | Aug 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,555 | 439 | 0.22% | 0.22% | 229 | +771 | 6.54% | Q2 2026 | Jul 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,400 | 434 | 0.0% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 12,288 | 430 | 0.0% | 0.0% | 231 | +1,777 | 16.91% | Q2 2026 | Aug 12, 2026 |
| Shearwater Capital LLC | History | New | 12,239 | 428 | 0.2% | — | 232 | +12,239 | New | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,171 | 426 | 0.0% | 0.0% | 233 | +674 | 5.86% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 12,116 | 424 | 0.0% | 0.0% | 234 | -1,711 | -12.37% | Q2 2026 | Aug 05, 2026 |
| Fortis Capital Management LLC | History | Added to | 12,107 | 424 | 0.05% | 0.04% | 235 | +144 | 1.2% | Q2 2026 | Aug 12, 2026 |
| AWM CAPITAL, LLC | History | Added to | 11,865 | 415 | 0.03% | 0.04% | 236 | +141 | 1.2% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,774 | 412 | 0.02% | 0.02% | 237 | +773 | 7.03% | Q2 2026 | Jul 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 11,646 | 407 | 0.04% | 0.03% | 238 | +3,726 | 47.05% | Q2 2026 | Jul 07, 2026 |
| IFG Advisors, LLC | History | Added to | 11,588 | 405 | 0.06% | 0.06% | 239 | +166 | 1.45% | Q2 2026 | Jul 22, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 11,421 | 400 | 0.16% | 0.14% | 240 | +4,383 | 62.28% | Q2 2026 | Sep 18, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,264 | 394 | 0.02% | 0.02% | 241 | +186 | 1.68% | Q2 2026 | Aug 20, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 11,158 | 390 | 0.04% | 0.05% | 242 | -256 | -2.24% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | Reduced | 11,100 | 388 | 0.07% | 0.08% | 243 | -363 | -3.17% | Q2 2026 | Jul 24, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 10,763 | 377 | 0.1% | 0.11% | 244 | -25 | -0.23% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,646 | 372 | 0.0% | 0.0% | 245 | +157 | 1.5% | Q2 2026 | Jul 20, 2026 |
| Burton Enright Welch | History | No change | 10,332 | 361 | 0.04% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 10,286 | 360 | 0.16% | 0.18% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigate Wealth Management, LLC | History | Added to | 9,614 | 339 | 0.21% | 0.24% | 248 | +64 | 0.67% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,467 | 336 | 0.01% | — | 250 | +9,467 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,467 | 336 | 0.01% | 0.01% | 249 | +273 | 2.97% | Q2 2026 | Jul 29, 2026 |
| Strategent Financial, LLC | History | Added to | 9,496 | 332 | 0.19% | 0.19% | 251 | +1,320 | 16.14% | Q2 2026 | Aug 03, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,343 | 327 | 0.04% | 0.03% | 252 | +43 | 0.46% | Q2 2026 | Jul 09, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 9,124 | 319 | 0.18% | 0.19% | 253 | +105 | 1.16% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,066 | 317 | 0.0% | 0.0% | 254 | -1,883 | -17.2% | Q2 2026 | Aug 14, 2026 |
| LWM Advisory Services, LLC | History | New | 8,999 | 315 | 0.56% | — | 255 | +8,999 | New | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | New | 8,910 | 312 | 0.01% | — | 257 | +8,910 | New | Q2 2026 | Jul 01, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,934 | 312 | 0.13% | 0.14% | 256 | +106 | 1.2% | Q2 2026 | Jul 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 8,877 | 310 | 0.02% | — | 259 | +8,877 | New | Q2 2026 | Aug 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 8,877 | 310 | 0.11% | 0.13% | 258 | +97 | 1.1% | Q2 2026 | Aug 11, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 8,798 | 308 | 0.14% | 0.11% | 260 | +1,734 | 24.55% | Q2 2026 | Sep 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,731 | 305 | 0.01% | 0.01% | 261 | -71 | -0.81% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,639 | 302 | 0.0% | 0.0% | 262 | +324 | 3.9% | Q2 2026 | Aug 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 8,674 | 292 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | No change | 8,258 | 289 | 0.11% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | New | 8,099 | 283 | 0.0% | — | 266 | +8,099 | New | Q2 2026 | Aug 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 8,081 | 283 | 0.06% | 0.06% | 265 | +908 | 12.66% | Q2 2026 | Jul 17, 2026 |
| HANOVER ADVISORS INC | History | No change | 7,955 | 278 | 0.1% | 0.11% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,819 | 273 | 0.0% | 0.0% | 268 | +58 | 0.75% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | New | 7,673 | 268 | 0.0% | — | 270 | +7,673 | New | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 7,668 | 268 | 0.22% | 0.34% | 269 | -2,914 | -27.54% | Q2 2026 | Jul 24, 2026 |
| Geometric Wealth Advisors | History | New | 7,425 | 260 | 0.03% | — | 272 | +7,425 | New | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 7,742 | 260 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Long Island Wealth Management, Inc. | History | New | 7,353 | 257 | 0.11% | — | 273 | +7,353 | New | Q2 2026 | Aug 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 7,176 | 251 | 0.18% | 0.18% | 274 | +2 | 0.03% | Q2 2026 | Aug 17, 2026 |
| Quantinno Capital Management LP | History | New | 7,053 | 247 | 0.0% | — | 275 | +7,053 | New | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 6,951 | 243 | 0.02% | 0.02% | 276 | -44 | -0.63% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 6,696 | 234 | 0.0% | 0.0% | 278 | +230 | 3.56% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,685 | 234 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 6,254 | 219 | 0.03% | — | 279 | +6,254 | New | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,244 | 218 | 0.0% | — | 282 | +6,244 | New | Q2 2026 | Jul 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,252 | 218 | 0.09% | 0.09% | 281 | +56 | 0.9% | Q2 2026 | Jul 21, 2026 |
| Sterneck Capital Management, LLC | History | No change | 6,225 | 218 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 6,094 | 213 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | New | 6,070 | 212 | 0.09% | — | 284 | +6,070 | New | Q2 2026 | Jul 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 5,861 | 205 | 0.03% | 0.04% | 285 | -1,458 | -19.92% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 5,593 | 195 | 0.0% | 0.0% | 286 | +4,547 | 434.7% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 4,990 | 174 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,708 | 164 | 0.0% | 0.03% | 288 | -75,709 | -94.15% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | Added to | 4,023 | 140 | 0.01% | 0.01% | 289 | +21 | 0.52% | Q2 2026 | Jul 14, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,903 | 136 | 0.07% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,710 | 129 | 0.0% | 0.0% | 291 | +81 | 2.23% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,579 | 125 | 0.0% | 0.0% | 292 | +615 | 20.75% | Q2 2026 | Aug 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 3,225 | 112 | 0.06% | 0.05% | 293 | +481 | 17.53% | Q2 2026 | Jul 16, 2026 |
| Fairman Group, LLC | History | Added to | 3,154 | 110 | 0.09% | 0.09% | 294 | +37 | 1.19% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,790 | 97 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | New | 2,570 | 90 | 0.0% | — | 296 | +2,570 | New | Q2 2026 | Jul 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,991 | 69 | 0.0% | 0.0% | 297 | +1,898 | 2040.86% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 1,990 | 69 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,941 | 67 | 0.0% | — | 299 | +1,941 | New | Q2 2026 | Aug 06, 2026 |
| PROTECTIVE LIFE CORP | History | Reduced | 1,902 | 66 | 0.47% | 0.38% | 300 | -1,493 | -43.98% | Q2 2026 | Aug 14, 2026 |