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 | No change | 61,365,155 | 2,156,533 | 0.86% | 0.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,098,700 | 458,847 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matson Money. Inc. | History | Added to | 12,220,280 | 442,740 | 12.38% | 11.63% | 3 | +300,657 | 2.52% | Q3 2026 | Oct 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,395,810 | 123,030 | 1.83% | 1.68% | 4 | +181,739 | 5.65% | Q3 2026 | Oct 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,308,950 | 115,912 | 0.55% | 0.55% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 2,800,232 | 98,092 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 2,323,108 | 84,166 | 0.05% | 0.05% | 7 | -87,571 | -3.63% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 2,322,020 | 84,126 | 0.14% | 0.13% | 8 | +97,818 | 4.4% | Q3 2026 | Oct 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,935,208 | 70,113 | 0.43% | 0.41% | 9 | +81,382 | 4.39% | Q3 2026 | Oct 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,975,099 | 69,187 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,805,975 | 65,430 | 2.2% | 2.23% | 11 | +170,607 | 10.43% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,782,248 | 64,570 | 0.54% | 0.63% | 12 | +199,693 | 12.62% | Q3 2026 | Oct 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,741,088 | 60,990 | 0.73% | 0.73% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,640,529 | 59,436 | 2.39% | 2.37% | 14 | +78,498 | 5.03% | Q3 2026 | Oct 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,498,139 | 52,479 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | Reduced | 1,420,800 | 51,475 | 2.54% | 2.45% | 16 | -9,272 | -0.65% | Q3 2026 | Oct 23, 2026 |
| Composition Wealth, LLC | History | No change | 1,423,549 | 49,866 | 0.58% | 0.58% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,307,916 | 47,385 | 0.4% | 0.42% | 18 | -55,471 | -4.07% | Q3 2026 | Oct 14, 2026 |
| Cerity Partners LLC | History | No change | 1,268,108 | 44,421 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,213,154 | 42,496 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 1,198,371 | 41,978 | 3.25% | 3.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 1,047,400 | 37,947 | 3.3% | 3.1% | 22 | +32,524 | 3.2% | Q3 2026 | Oct 14, 2026 |
| Savant Capital, LLC | History | No change | 980,075 | 34,332 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 918,993 | 32,192 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 873,168 | 30,587 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 725,367 | 26,280 | 1.11% | 0.99% | 26 | +16,431 | 2.32% | Q3 2026 | Nov 05, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 687,488 | 24,082 | 3.84% | 3.84% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 681,890 | 23,886 | 0.46% | 0.46% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 652,119 | 23,626 | 7.5% | 7.45% | 29 | +30,138 | 4.85% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 664,496 | 23,277 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 659,583 | 23,105 | 2.93% | 2.93% | 31 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 650,636 | 22,791 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 625,531 | 22,663 | 2.53% | 2.41% | 33 | +22,457 | 3.72% | Q3 2026 | Oct 08, 2026 |
| Wealth Management Nebraska | History | Added to | 605,963 | 21,954 | 1.92% | 1.81% | 34 | +26,797 | 4.63% | Q3 2026 | Oct 26, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 582,466 | 21,102 | 10.21% | 9.22% | 35 | +31,806 | 5.78% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 601,708 | 21,077 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 591,702 | 20,727 | 0.47% | 0.47% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanager Wealth Management LLP | History | Added to | 537,139 | 19,460 | 1.62% | 1.53% | 38 | +34,820 | 6.93% | Q3 2026 | Oct 19, 2026 |
| Factor Wealth Management LTD | History | Added to | 533,072 | 19,313 | 2.95% | 2.73% | 39 | +17,695 | 3.43% | Q3 2026 | Oct 08, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 488,941 | 17,714 | 6.66% | 6.38% | 40 | +5,797 | 1.2% | Q3 2026 | Oct 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 474,994 | 17,209 | 2.79% | 2.63% | 41 | +13,331 | 2.89% | Q3 2026 | Oct 21, 2026 |
| Advisory Alpha, LLC | History | No change | 455,568 | 15,958 | 0.39% | 0.39% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 453,219 | 15,876 | 3.51% | 3.51% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 435,382 | 15,251 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 407,122 | 14,750 | 1.78% | 1.69% | 45 | +17,902 | 4.6% | Q3 2026 | Oct 30, 2026 |
| Planning Center, Inc. | History | No change | 413,172 | 14,473 | 1.37% | 1.37% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 398,159 | 14,425 | 2.3% | 2.06% | 47 | +14,227 | 3.71% | Q3 2026 | Oct 20, 2026 |
| SVB WEALTH LLC | History | No change | 383,364 | 13,429 | 0.85% | 0.85% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Berman McAleer LLC | History | Added to | 363,331 | 13,163 | 1.53% | 1.34% | 49 | +33,283 | 10.08% | Q3 2026 | Oct 16, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 350,972 | 12,715 | 3.6% | 3.51% | 50 | -6,025 | -1.69% | Q3 2026 | Oct 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 348,802 | 12,637 | 0.21% | 0.18% | 51 | +43,075 | 14.09% | Q3 2026 | Oct 13, 2026 |
| Tillman Hartley LLC | History | No change | 350,563 | 12,280 | 2.76% | 2.76% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 331,116 | 11,996 | 4.93% | 4.59% | 53 | +22,366 | 7.24% | Q3 2026 | Oct 14, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 328,663 | 11,907 | 4.15% | 3.28% | 54 | -2,502 | -0.76% | Q3 2026 | Nov 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 338,811 | 11,868 | 1.81% | 1.81% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 333,265 | 11,674 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 328,781 | 11,518 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 326,837 | 11,449 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEN Financial Management, INC. | History | Added to | 312,333 | 11,315 | 6.12% | 6.54% | 59 | +370 | 0.12% | Q3 2026 | Oct 13, 2026 |
| Quent Capital, LLC | History | No change | 318,328 | 11,151 | 0.68% | 0.68% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 307,778 | 11,150 | 0.27% | 0.3% | 61 | -15,637 | -4.83% | Q3 2026 | Nov 05, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 306,670 | 11,110 | 2.56% | 2.35% | 62 | +5,037 | 1.67% | Q3 2026 | Oct 16, 2026 |
| Level Financial Advisors | History | Added to | 305,649 | 11,073 | 2.45% | 2.24% | 63 | +19,073 | 6.66% | Q3 2026 | Oct 13, 2026 |
| Apella Capital, LLC | History | Added to | 307,644 | 11,019 | 0.14% | 0.07% | 64 | +159,618 | 107.83% | Q3 2026 | Oct 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 309,902 | 10,855 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 308,255 | 10,787 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 300,540 | 10,527 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 296,400 | 10,382 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 279,756 | 10,135 | 1.43% | 1.39% | 69 | +33,648 | 13.67% | Q3 2026 | Oct 21, 2026 |
| Robinswood Financial LLC | History | Reduced | 278,100 | 9,958 | 3.07% | 2.85% | 70 | -5,638 | -1.99% | Q3 2026 | Oct 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 274,408 | 9,941 | 0.77% | 0.69% | 71 | +13,090 | 5.01% | Q3 2026 | Oct 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 273,879 | 9,922 | 1.92% | 1.88% | 72 | +20,682 | 8.17% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 275,073 | 9,635 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | No change | 274,142 | 9,603 | 3.1% | 3.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 258,496 | 9,365 | 2.47% | 2.31% | 75 | +704 | 0.27% | Q3 2026 | Nov 02, 2026 |
| First Pacific Financial | History | Added to | 255,429 | 9,254 | 0.95% | 0.98% | 76 | +21,464 | 9.17% | Q3 2026 | Oct 14, 2026 |
| Rothschild Wealth LLC | History | No change | 262,784 | 9,205 | 0.74% | 0.74% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 253,912 | 9,199 | 1.9% | 1.78% | 78 | +4,993 | 2.01% | Q3 2026 | Oct 05, 2026 |
| Capital Analysts, LLC | History | No change | 262,173 | 9,184 | 0.21% | 0.21% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 243,338 | 8,524 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 241,249 | 8,450 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 210,505 | 7,373 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McMill Wealth Management | History | New | 195,518 | 7,083 | 1.61% | — | 83 | +195,518 | New | Q3 2026 | Nov 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 194,643 | 7,051 | 0.04% | 0.03% | 84 | +6,629 | 3.53% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 192,518 | 6,743 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 209,536 | 6,730 | 0.01% | 0.01% | 86 | +39,271 | 23.06% | Q3 2026 | Oct 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 184,598 | 6,612 | 0.41% | 0.76% | 87 | +26,708 | 16.92% | Q3 2026 | Nov 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 179,589 | 6,506 | 0.44% | 0.44% | 88 | +1,145 | 0.64% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 173,050 | 6,061 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 164,317 | 5,953 | 0.01% | 0.01% | 90 | -371 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Tilson Financial Group, Inc. | History | No change | 163,392 | 5,723 | 1.57% | 1.57% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 155,467 | 5,632 | 1.45% | 1.29% | 92 | +12,383 | 8.65% | Q3 2026 | Oct 08, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 150,154 | 5,440 | 2.44% | 2.32% | 93 | +8,629 | 6.1% | Q3 2026 | Oct 21, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 152,202 | 5,331 | 1.97% | 1.97% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 145,728 | 5,279 | 0.15% | 0.14% | 95 | +905 | 0.62% | Q3 2026 | Oct 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 149,367 | 5,232 | 1.6% | 1.6% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 141,316 | 5,119 | 1.7% | 1.66% | 97 | -84 | -0.06% | Q3 2026 | Nov 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 136,162 | 4,769 | 2.33% | 2.33% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Syverson Strege & Co | History | Reduced | 129,905 | 4,706 | 1.02% | 1.01% | 99 | -1,959 | -1.49% | Q3 2026 | Nov 02, 2026 |
| CROBAN | History | No change | 134,319 | 4,703 | 2.07% | 2.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 132,545 | 4,643 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 130,671 | 4,577 | 0.74% | 0.74% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SACHEM HILL LLC | History | Added to | 125,887 | 4,560 | 0.8% | 0.77% | 103 | +2,781 | 2.26% | Q3 2026 | Oct 14, 2026 |
| Viaable, LLC | History | No change | 127,912 | 4,503 | 3.74% | 3.74% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 119,749 | 4,338 | 0.01% | — | 105 | +119,749 | New | Q3 2026 | Nov 05, 2026 |
| Williams Financial, LLC | History | Added to | 118,465 | 4,291 | 2.18% | 2.1% | 106 | +2,330 | 2.01% | Q3 2026 | Oct 19, 2026 |
| Spire Wealth Management | History | Reduced | 114,897 | 4,162 | 0.13% | 0.12% | 107 | -469 | -0.41% | Q3 2026 | Oct 30, 2026 |
| Addison Advisors LLC | History | No change | 117,508 | 4,116 | 1.94% | 1.94% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAM GROUP, INC. | History | Reduced | 111,805 | 4,050 | 2.04% | 1.99% | 109 | -2,440 | -2.14% | Q3 2026 | Oct 26, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 111,009 | 4,021 | 0.69% | 0.45% | 110 | +34,262 | 44.64% | Q3 2026 | Oct 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 109,569 | 3,969 | 0.1% | 0.1% | 111 | +1,581 | 1.46% | Q3 2026 | Oct 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 112,576 | 3,943 | 0.39% | 0.39% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | Added to | 108,016 | 3,913 | 0.1% | 0.08% | 113 | +22,927 | 26.94% | Q3 2026 | Nov 05, 2026 |
| VANCE WEALTH, LLC | History | No change | 106,965 | 3,746 | 0.84% | 0.84% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 103,183 | 3,738 | 0.96% | 0.88% | 115 | +2,155 | 2.13% | Q3 2026 | Oct 23, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 98,369 | 3,445 | 1.1% | 1.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 97,605 | 3,419 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 93,848 | 3,287 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 90,935 | 3,266 | 0.52% | 0.5% | 119 | -753 | -0.82% | Q3 2026 | Nov 03, 2026 |
| Ariadne Wealth Management, LP | History | No change | 91,512 | 3,205 | 1.42% | 1.42% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 90,568 | 3,172 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| InTrack Investment Management Inc | History | Added to | 85,532 | 3,098 | 1.5% | 0.79% | 122 | +39,983 | 87.78% | Q3 2026 | Oct 15, 2026 |
| Betterment LLC | History | No change | 88,164 | 3,088 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 82,924 | 2,904 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aurelius Family Office LLC | History | Added to | 79,185 | 2,868 | 1.14% | 1.08% | 125 | +1,058 | 1.35% | Q3 2026 | Oct 23, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 86,280 | 2,842 | 2.43% | 2.43% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navigoe, LLC | History | Reduced | 74,759 | 2,708 | 1.4% | 1.4% | 127 | -1,463 | -1.92% | Q3 2026 | Nov 03, 2026 |
| BIP Wealth, LLC | History | Added to | 74,711 | 2,706 | 0.07% | 0.05% | 128 | +27,081 | 56.86% | Q3 2026 | Oct 22, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 75,592 | 2,647 | 0.21% | 0.21% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 70,744 | 2,563 | 0.03% | 0.03% | 130 | -3,666 | -4.93% | Q3 2026 | Oct 28, 2026 |
| Indie Asset Partners, LLC | History | No change | 72,960 | 2,555 | 2.45% | 2.45% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 72,845 | 2,551 | 0.6% | 0.6% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 68,201 | 2,470 | 0.33% | 0.36% | 133 | -5,568 | -7.55% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 69,071 | 2,419 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 66,679 | 2,415 | 0.91% | 0.86% | 135 | +3,701 | 5.88% | Q3 2026 | Oct 19, 2026 |
| Fortis Advisors, LLC | History | No change | 66,958 | 2,345 | 1.1% | 1.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 63,307 | 2,293 | 0.66% | 0.56% | 137 | +8,177 | 14.83% | Q3 2026 | Oct 22, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 65,304 | 2,287 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colony Family Offices, LLC | History | Added to | 62,862 | 2,277 | 0.52% | 0.48% | 139 | +754 | 1.21% | Q3 2026 | Oct 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 63,631 | 2,274 | 0.1% | 0.1% | 140 | +220 | 0.35% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 62,762 | 2,273 | 0.02% | 0.01% | 141 | +11,178 | 21.67% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 63,619 | 2,228 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 61,409 | 2,224 | 0.01% | 0.01% | 143 | -2,228 | -3.5% | Q3 2026 | Nov 02, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 61,325 | 2,221 | 0.79% | 0.6% | 144 | -5,187 | -7.8% | Q3 2026 | Oct 20, 2026 |
| ERn Financial, LLC | History | Added to | 59,528 | 2,156 | 0.35% | 0.33% | 145 | +1,811 | 3.14% | Q3 2026 | Oct 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 61,455 | 2,152 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,303 | 2,149 | 0.0% | 0.01% | 147 | -4,512 | -7.07% | Q3 2026 | Nov 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 59,180 | 2,144 | 0.09% | 0.03% | 148 | +4,999 | 9.23% | Q3 2026 | Oct 21, 2026 |
| PFG Advisors | History | Added to | 58,116 | 2,105 | 0.11% | 0.1% | 149 | +1,656 | 2.93% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 59,779 | 2,094 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 57,241 | 2,073 | 0.65% | 0.64% | 151 | +585 | 1.03% | Q3 2026 | Oct 15, 2026 |
| CLG LLC | History | Added to | 55,736 | 2,019 | 0.42% | 0.43% | 152 | +430 | 0.78% | Q3 2026 | Oct 13, 2026 |
| MOTCO | History | No change | 56,365 | 1,974 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 53,690 | 1,945 | 0.6% | 0.6% | 154 | -925 | -1.69% | Q3 2026 | Oct 26, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 53,590 | 1,941 | 0.27% | 0.26% | 155 | +3,042 | 6.02% | Q3 2026 | Oct 27, 2026 |
| McNamara Financial Services, Inc. | History | No change | 55,372 | 1,939 | 0.33% | 0.33% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 52,667 | 1,908 | 1.52% | 1.37% | 157 | +1,113 | 2.16% | Q3 2026 | Nov 04, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 51,007 | 1,847 | 1.74% | 1.64% | 158 | -828 | -1.6% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 46,780 | 1,694 | 0.17% | 0.16% | 159 | -257 | -0.55% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,173 | 1,687 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 45,069 | 1,632 | 0.03% | 0.02% | 161 | -235 | -0.52% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,612 | 1,616 | 0.02% | 0.02% | 162 | -95 | -0.21% | Q3 2026 | Oct 30, 2026 |
| Sollinda Capital Management LLC | History | No change | 45,805 | 1,604 | 0.34% | 0.34% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospect Financial Group LLC | History | Reduced | 44,236 | 1,602 | 1.35% | 1.72% | 164 | -16,670 | -27.37% | Q3 2026 | Nov 05, 2026 |
| Forum Financial Management, LP | History | Added to | 43,393 | 1,572 | 0.02% | 0.02% | 165 | +86 | 0.2% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 44,596 | 1,562 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 43,079 | 1,509 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Partners LLC | History | No change | 41,571 | 1,456 | 1.26% | 1.26% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | No change | 40,921 | 1,433 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDH Wealth Management, LLC | History | Added to | 39,074 | 1,415 | 0.86% | 0.83% | 170 | +46 | 0.12% | Q3 2026 | Oct 19, 2026 |
| Frankly Finances, LLC | History | Reduced | 37,988 | 1,376 | 1.08% | 1.47% | 171 | -15,174 | -28.54% | Q3 2026 | Oct 28, 2026 |
| WPWealth LLP | History | No change | 39,207 | 1,373 | 0.2% | 0.2% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 37,081 | 1,343 | 0.36% | 0.35% | 173 | -2,253 | -5.73% | Q3 2026 | Oct 16, 2026 |
| CHOREO, LLC | History | Added to | 33,600 | 1,217 | 0.01% | 0.01% | 174 | +18,915 | 128.8% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 34,052 | 1,192 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 33,627 | 1,177 | 0.14% | 0.14% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 31,902 | 1,155 | 0.93% | 0.93% | 177 | +139 | 0.44% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 32,053 | 1,122 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 30,602 | 1,108 | 0.61% | 0.42% | 179 | +7,675 | 33.48% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 30,246 | 1,059 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Broadhurst Jeffrey B | History | No change | 24,870 | 871 | 1.85% | 1.85% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 24,744 | 866 | 0.42% | 0.42% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 23,147 | 842 | 0.05% | 0.05% | 183 | +1,323 | 6.06% | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 23,791 | 841 | 0.02% | 0.02% | 184 | -198 | -0.83% | Q3 2026 | Oct 26, 2026 |
| Blume Capital Management, Inc. | History | No change | 23,100 | 836 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 23,637 | 828 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integras Partners LLC | History | Reduced | 22,653 | 820 | 0.46% | 0.45% | 187 | -493 | -2.13% | Q3 2026 | Oct 30, 2026 |
| Tranquility Partners, LLC | History | Added to | 21,787 | 789 | 0.27% | 0.2% | 188 | +5,032 | 30.03% | Q3 2026 | Oct 20, 2026 |
| Joseph Group Capital Management | History | Added to | 21,547 | 780 | 0.14% | 0.14% | 189 | +2,803 | 14.95% | Q3 2026 | Nov 04, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 21,999 | 770 | 0.24% | 0.24% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 21,747 | 761 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 20,999 | 749 | 0.02% | 0.02% | 192 | -172 | -0.81% | Q3 2026 | Oct 09, 2026 |
| West Wealth Group, LLC | History | Added to | 20,117 | 728 | 0.11% | 0.11% | 193 | +103 | 0.51% | Q3 2026 | Oct 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 20,012 | 725 | 0.04% | 0.04% | 194 | +3,824 | 23.62% | Q3 2026 | Oct 08, 2026 |
| Nuveen, LLC | History | No change | 20,502 | 718 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 19,813 | 717 | 0.05% | 0.05% | 196 | +93 | 0.47% | Q3 2026 | Oct 22, 2026 |
| Ascentis Independent Advisors | History | New | 19,646 | 711 | 0.04% | — | 197 | +19,646 | New | Q3 2026 | Nov 03, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 19,183 | 695 | 0.25% | 0.25% | 198 | -295 | -1.51% | Q3 2026 | Oct 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 19,771 | 692 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 19,007 | 688 | 0.07% | 0.06% | 200 | +2,901 | 18.01% | Q3 2026 | Nov 02, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 18,963 | 687 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 19,139 | 670 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 19,003 | 665 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 18,702 | 655 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 18,637 | 652 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | New | 17,978 | 651 | 0.0% | — | 207 | +17,978 | New | Q3 2026 | Nov 05, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 18,588 | 651 | 0.51% | 0.51% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 17,585 | 637 | 0.3% | 0.3% | 208 | +123 | 0.7% | Q3 2026 | Oct 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | New | 16,743 | 606 | 0.23% | — | 209 | +16,743 | New | Q3 2026 | Nov 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,194 | 602 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategent Financial, LLC | History | Added to | 16,587 | 600 | 0.29% | 0.19% | 211 | +7,091 | 74.67% | Q3 2026 | Oct 30, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 17,053 | 597 | 0.33% | 0.33% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 15,999 | 579 | 0.12% | 0.1% | 213 | +376 | 2.41% | Q3 2026 | Oct 21, 2026 |
| Rather & Kittrell, Inc. | History | No change | 16,438 | 575 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,361 | 556 | 0.0% | 0.0% | 215 | -243 | -1.56% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,739 | 551 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| rebel Financial LLC | History | Added to | 15,173 | 549 | 0.22% | 0.21% | 217 | +67 | 0.44% | Q3 2026 | Nov 03, 2026 |
| Pacific Asset Management, LLC | History | Added to | 14,756 | 534 | 0.26% | 0.22% | 218 | +2,201 | 17.53% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15,067 | 527 | 0.1% | 0.1% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aegis Wealth Management LLC | History | No change | 13,915 | 487 | 0.23% | 0.23% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entelevest, LLC | History | No change | 13,641 | 477 | 0.41% | 0.41% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 12,955 | 469 | 0.34% | 0.34% | 222 | +36 | 0.28% | Q3 2026 | Nov 02, 2026 |
| TAGStone Capital, Inc. | History | No change | 13,165 | 461 | 0.15% | 0.15% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Partners in Financial Planning | History | No change | 12,793 | 448 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shearwater Capital LLC | History | Added to | 12,356 | 447 | 0.21% | 0.2% | 225 | +117 | 0.96% | Q3 2026 | Oct 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 12,267 | 444 | 0.17% | 0.11% | 227 | +4,914 | 66.83% | Q3 2026 | Oct 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,265 | 444 | 0.01% | 0.02% | 226 | -2,662 | -17.83% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 12,657 | 443 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,158 | 440 | 0.0% | 0.0% | 229 | +42 | 0.35% | Q3 2026 | Nov 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,400 | 434 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM CAPITAL, LLC | History | Added to | 11,925 | 432 | 0.03% | 0.03% | 231 | +60 | 0.51% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 12,288 | 430 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,171 | 426 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 11,715 | 424 | 0.1% | 0.11% | 235 | -986 | -7.76% | Q3 2026 | Nov 03, 2026 |
| Fortis Capital Management LLC | History | No change | 12,107 | 424 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 11,436 | 414 | 0.04% | 0.04% | 236 | -210 | -1.8% | Q3 2026 | Nov 03, 2026 |
| Navigate Wealth Management, LLC | History | Added to | 11,474 | 413 | 0.25% | 0.21% | 237 | +1,860 | 19.35% | Q3 2026 | Oct 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 11,158 | 404 | 0.05% | 0.04% | 238 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Abel Hall, LLC | History | Reduced | 11,097 | 402 | 0.07% | 0.07% | 239 | -3 | -0.03% | Q3 2026 | Oct 19, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 11,421 | 400 | 0.16% | 0.16% | 240 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Rehmann Capital Advisory Group | History | No change | 11,264 | 394 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 10,787 | 390 | 0.11% | 0.1% | 242 | +24 | 0.22% | Q3 2026 | Oct 27, 2026 |
| Burton Enright Welch | History | No change | 10,332 | 374 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 10,646 | 372 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisors, LLC | History | Reduced | 10,107 | 366 | 0.05% | 0.06% | 245 | -1,481 | -12.78% | Q3 2026 | Oct 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 10,286 | 360 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,779 | 351 | 0.01% | 0.01% | 247 | +312 | 3.3% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,779 | 351 | 0.01% | 0.01% | 248 | +312 | 3.3% | Q3 2026 | Oct 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,463 | 342 | 0.04% | 0.04% | 249 | +120 | 1.28% | Q3 2026 | Oct 21, 2026 |
| CX Institutional | History | Added to | 9,280 | 336 | 0.01% | 0.01% | 250 | +370 | 4.15% | Q3 2026 | Oct 02, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,092 | 329 | 0.01% | 0.0% | 251 | +4,102 | 82.2% | Q3 2026 | Nov 04, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,980 | 325 | 0.14% | 0.13% | 252 | +46 | 0.51% | Q3 2026 | Oct 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,919 | 323 | 0.01% | 0.02% | 253 | +42 | 0.47% | Q3 2026 | Oct 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 8,912 | 322 | 0.37% | 0.33% | 254 | -30,707 | -77.51% | Q3 2026 | Oct 26, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 8,846 | 320 | 0.06% | — | 255 | +8,846 | New | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,066 | 317 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LWM Advisory Services, LLC | History | No change | 8,999 | 315 | 0.56% | 0.56% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 8,609 | 311 | 0.16% | 0.18% | 258 | -515 | -5.64% | Q3 2026 | Oct 29, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,877 | 310 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 8,538 | 309 | 0.06% | 0.06% | 260 | +457 | 5.66% | Q3 2026 | Oct 05, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 8,798 | 308 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Advisory Services Network, LLC | History | No change | 8,639 | 302 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Office Research LLC | History | No change | 8,258 | 299 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HRT FINANCIAL LP | History | No change | 8,099 | 283 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 7,955 | 278 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,819 | 273 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,673 | 268 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | No change | 7,668 | 268 | 0.22% | 0.22% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geometric Wealth Advisors | History | No change | 7,425 | 260 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 7,176 | 251 | 0.18% | 0.18% | 270 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantinno Capital Management LP | History | No change | 7,053 | 247 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 6,951 | 243 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 6,503 | 235 | 0.09% | 0.09% | 273 | +433 | 7.13% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,685 | 234 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 6,696 | 234 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,266 | 227 | 0.09% | 0.09% | 276 | +14 | 0.22% | Q3 2026 | Oct 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 6,225 | 225 | 0.04% | 0.1% | 277 | -8,477 | -57.66% | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,086 | 220 | 0.0% | 0.01% | 278 | -2,645 | -30.29% | Q3 2026 | Oct 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 6,254 | 219 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,244 | 218 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterneck Capital Management, LLC | History | No change | 6,225 | 218 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 6,094 | 213 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,875 | 212 | 0.03% | 0.03% | 283 | +14 | 0.24% | Q3 2026 | Oct 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 5,604 | 203 | 0.0% | — | 284 | +5,604 | New | Q3 2026 | Oct 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 5,565 | 201 | 0.02% | — | 285 | +5,565 | New | Q3 2026 | Oct 29, 2026 |
| ASPIRIANT, LLC | History | New | 5,538 | 200 | 0.0% | — | 286 | +5,538 | New | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 5,593 | 195 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 4,708 | 170 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,260 | 154 | 0.01% | 0.02% | 289 | -7,514 | -63.82% | Q3 2026 | Nov 04, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,903 | 141 | 0.08% | 0.07% | 290 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LRI Investments, LLC | History | No change | 4,023 | 140 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,710 | 129 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,579 | 125 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 3,339 | 120 | 0.06% | 0.06% | 294 | +114 | 3.53% | Q3 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,233 | 117 | 0.01% | 0.01% | 295 | +443 | 15.88% | Q3 2026 | Oct 20, 2026 |
| Fairman Group, LLC | History | Added to | 3,171 | 114 | 0.08% | 0.09% | 296 | +17 | 0.54% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 2,619 | 94 | 0.0% | 0.0% | 297 | +49 | 1.91% | Q3 2026 | Oct 16, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 2,307 | 83 | 0.03% | 0.02% | 298 | +1,063 | 85.45% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,005 | 72 | 0.0% | 0.0% | 299 | +386 | 23.84% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 1,990 | 69 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |