Dimensional ETF Trust - DFIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,545,101 | 1,812,106 | 0.97% | 0.97% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 23,955,107 | 1,294,054 | 1.6% | 1.6% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,201,811 | 929,241 | 0.46% | 0.46% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 17,198,028 | 929,037 | 0.95% | 0.95% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 10,548,529 | 574,093 | 1.69% | 1.69% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,199,022 | 496,931 | 1.9% | 1.9% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,239,321 | 391,068 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,930,567 | 320,368 | 2.72% | 2.72% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,992,574 | 278,885 | 1.97% | 1.99% | 9 | +279,458 | 5.93% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,084,560 | 274,667 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,684,862 | 253,076 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 3,765,351 | 208,299 | 5.08% | 5.08% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,834,628 | 207,146 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,631,961 | 196,198 | 0.24% | 0.24% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Index Fund Advisors, Inc. | History | No change | 3,590,153 | 193,940 | 7.7% | 7.7% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 3,517,784 | 190,030 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,479,895 | 187,502 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,392,299 | 183,251 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 3,381,003 | 182,641 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | No change | 2,937,971 | 158,709 | 4.22% | 4.22% | 20 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LPL Financial LLC | History | No change | 2,748,495 | 148,473 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,576,518 | 139,183 | 2.7% | 2.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 2,448,827 | 132,285 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,306,071 | 124,573 | 1.33% | 1.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apella Capital, LLC | History | Added to | 2,083,562 | 115,033 | 1.46% | 1.52% | 25 | +140,512 | 7.23% | Q3 2026 | Oct 08, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,072,260 | 111,943 | 3.2% | 3.2% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,998,100 | 107,937 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,965,098 | 106,154 | 0.49% | 0.49% | 28 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 1,918,032 | 103,612 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,835,877 | 99,174 | 1.45% | 1.45% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 1,786,134 | 96,486 | 4.17% | 4.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Team Hewins, LLC | History | No change | 1,745,668 | 94,300 | 25.8% | 25.8% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,610,229 | 86,984 | 6.88% | 6.88% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,543,806 | 83,397 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,450,974 | 80,427 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 1,477,472 | 79,813 | 0.88% | 0.88% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evanson Financial, LLC | History | No change | 1,430,696 | 77,286 | 3.78% | 3.78% | 37 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Management Nebraska | History | No change | 1,416,453 | 76,516 | 6.83% | 6.83% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,306,543 | 70,579 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 1,291,418 | 69,762 | 4.4% | 4.4% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,245,108 | 67,260 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 1,233,662 | 66,642 | 26.99% | 26.99% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,217,842 | 65,787 | 0.33% | 0.33% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | No change | 1,183,164 | 63,914 | 0.72% | 0.72% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 1,179,895 | 63,737 | 2.48% | 2.48% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 1,163,317 | 62,842 | 4.05% | 4.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,144,454 | 61,823 | 3.87% | 3.87% | 47 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,105,949 | 59,743 | 3.45% | 3.45% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 1,101,723 | 59,515 | 4.99% | 4.99% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,083,909 | 58,487 | 1.9% | 1.9% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASHINGTON TRUST BANK | History | No change | 1,058,522 | 57,181 | 4.0% | 4.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MASECO LLP | History | No change | 1,003,214 | 54,183 | 1.52% | 1.52% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 950,337 | 51,337 | 8.31% | 8.31% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 940,947 | 50,829 | 0.29% | 0.29% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 943,741 | 49,810 | 2.03% | 2.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 852,853 | 47,641 | 5.32% | 5.09% | 56 | +25,123 | 3.04% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 873,528 | 47,175 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verus Financial Partners, Inc. | History | No change | 860,998 | 46,511 | 3.98% | 3.98% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 858,805 | 46,392 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 839,208 | 45,334 | 7.28% | 7.28% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Financial Services, Inc. | History | No change | 820,043 | 44,298 | 1.94% | 1.94% | 61 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 756,140 | 40,846 | 7.43% | 7.43% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pallas Capital Advisors LLC | History | No change | 730,191 | 39,444 | 1.21% | 1.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Architects, LLC | History | No change | 707,134 | 38,199 | 3.02% | 3.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 703,455 | 38,000 | 4.46% | 4.46% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Financial Group | History | No change | 701,432 | 37,891 | 7.62% | 7.62% | 66 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 666,684 | 37,240 | 9.59% | 9.28% | 67 | -1,718 | -0.26% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 681,788 | 36,830 | 4.17% | 4.17% | 68 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 674,823 | 36,453 | 0.61% | 0.61% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hudock, Inc. | History | No change | 673,584 | 36,387 | 4.66% | 4.66% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Planning Center, Inc. | History | No change | 673,128 | 36,362 | 3.43% | 3.43% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 668,302 | 36,101 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quent Capital, LLC | History | No change | 658,997 | 35,599 | 2.19% | 2.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 616,504 | 33,303 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 610,701 | 32,990 | 4.19% | 4.19% | 75 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Three Arch Wealth Management LLC | History | No change | 602,821 | 32,564 | 4.99% | 4.99% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B&D White Capital Company, LLC | History | No change | 587,103 | 31,715 | 3.16% | 3.16% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 579,199 | 31,288 | 3.19% | 3.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 574,462 | 30,998 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 570,476 | 30,817 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SACHEM HILL LLC | History | No change | 566,016 | 30,576 | 5.44% | 5.44% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 531,033 | 28,687 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 509,494 | 28,460 | 1.14% | 1.09% | 83 | -404 | -0.08% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 513,667 | 27,748 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 507,224 | 27,400 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Factor Wealth Management LTD | History | Reduced | 488,379 | 27,280 | 4.17% | 4.08% | 86 | -11,800 | -2.36% | Q3 2026 | Oct 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 456,692 | 24,670 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 451,840 | 24,415 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 449,915 | 24,257 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 439,280 | 23,729 | 8.48% | 8.48% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M Holdings Securities, Inc. | History | No change | 438,482 | 23,685 | 3.24% | 3.24% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COWA, LLC | History | No change | 432,023 | 23,337 | 5.85% | 5.85% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 429,826 | 23,219 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 424,299 | 22,920 | 11.21% | 11.21% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 418,590 | 22,612 | 1.75% | 1.75% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 414,285 | 22,379 | 2.02% | 2.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 413,227 | 22,322 | 9.89% | 9.89% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squire Investment Management Company, LLC | History | No change | 412,587 | 22,287 | 5.37% | 5.37% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 401,959 | 21,713 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 399,195 | 21,564 | 10.29% | 10.29% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 398,814 | 21,543 | 8.41% | 8.41% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 396,571 | 21,422 | 0.49% | 0.49% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 372,724 | 20,820 | 2.96% | 2.9% | 103 | -4,635 | -1.23% | Q3 2026 | Oct 08, 2026 |
| LRI Investments, LLC | History | No change | 384,826 | 20,788 | 1.67% | 1.67% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | No change | 382,374 | 20,655 | 10.8% | 10.8% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 382,231 | 20,648 | 7.5% | 7.5% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McLean Asset Management Corp | History | No change | 353,172 | 20,226 | 2.67% | 2.67% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | No change | 372,555 | 20,125 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 360,811 | 19,797 | 1.32% | 1.32% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 364,529 | 19,691 | 5.19% | 5.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VeraBank, N.A. | History | No change | 363,849 | 19,655 | 3.25% | 3.25% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 360,198 | 19,457 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 356,869 | 19,278 | 5.03% | 5.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 346,548 | 18,721 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meritas Wealth Management, LLC | History | No change | 345,878 | 18,684 | 7.3% | 7.3% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prism Advisors, Inc. | History | Reduced | 337,438 | 18,653 | 4.68% | 4.91% | 116 | -36,574 | -9.78% | Q3 2026 | Oct 09, 2026 |
| Shearwater Capital LLC | History | No change | 342,478 | 18,500 | 8.83% | 8.83% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Disciplined Investments, LLC | History | No change | 341,670 | 18,457 | 5.96% | 5.96% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apeiron RIA LLC | History | Reduced | 327,127 | 18,027 | 4.1% | 4.54% | 119 | -773 | -0.24% | Q3 2026 | Oct 08, 2026 |
| Rather & Kittrell, Inc. | History | No change | 332,782 | 17,976 | 2.51% | 2.51% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 332,152 | 17,942 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 331,096 | 17,885 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Penserra Capital Management LLC | History | No change | 330,182 | 17,836 | 0.14% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 324,395 | 17,523 | 8.53% | 8.53% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 323,303 | 17,464 | 2.02% | 2.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EnRich Financial Partners LLC | History | No change | 313,114 | 16,914 | 4.02% | 4.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 310,296 | 16,762 | 4.56% | 4.56% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Embree Financial Group | History | No change | 307,632 | 16,618 | 1.66% | 1.66% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 297,894 | 16,479 | 3.56% | 3.56% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fonville Wealth Management LLC | History | No change | 303,321 | 16,385 | 2.68% | 2.68% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 302,192 | 16,324 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Peirce Capital Management, LLC | History | No change | 296,414 | 16,012 | 5.87% | 5.87% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 295,758 | 15,976 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JDH Wealth Management, LLC | History | No change | 287,818 | 15,547 | 9.46% | 9.46% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 284,593 | 15,373 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 280,259 | 15,139 | 3.55% | 3.55% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 274,682 | 14,838 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 274,258 | 14,815 | 2.13% | 2.13% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aurdan Capital Management, LLC | History | No change | 274,106 | 14,807 | 3.76% | 3.76% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 265,877 | 14,362 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 265,857 | 14,361 | 0.3% | 0.3% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KM Capital Management Ltd. | History | No change | 263,051 | 14,210 | 6.68% | 6.68% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management, LLC | History | No change | 261,831 | 14,144 | 6.56% | 6.56% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 259,530 | 14,019 | 6.03% | 6.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Guardian Wealth Management, LLC | History | No change | 256,328 | 13,846 | 3.88% | 3.88% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 254,738 | 13,760 | 7.86% | 7.86% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinswood Financial LLC | History | No change | 254,698 | 13,758 | 3.94% | 3.94% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 239,939 | 13,741 | 1.94% | 1.94% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 253,952 | 13,718 | 0.54% | 0.54% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 249,131 | 13,458 | 1.63% | 1.63% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 248,725 | 13,436 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds, LLC. | History | No change | 1,108 | 13,394 | 3.01% | 3.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 247,904 | 13,391 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 247,434 | 13,366 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 241,227 | 13,031 | 1.07% | 1.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 237,066 | 12,806 | 5.24% | 5.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 234,686 | 12,677 | 1.25% | 1.25% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SeedSafe Financial LLC | History | No change | 231,864 | 12,526 | 9.02% | 9.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 231,483 | 12,504 | 0.97% | 0.97% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 226,507 | 12,235 | 3.92% | 3.92% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ABLE Financial Group, LLC | History | No change | 220,204 | 11,895 | 2.0% | 2.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 216,884 | 11,716 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 216,493 | 11,694 | 1.54% | 1.54% | 163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 216,224 | 11,680 | 1.92% | 1.92% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tillman Hartley LLC | History | No change | 215,049 | 11,616 | 2.61% | 2.61% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 210,600 | 11,376 | 4.33% | 4.33% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 210,265 | 11,358 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 208,768 | 11,277 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 207,176 | 11,191 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 206,876 | 11,175 | 5.85% | 5.85% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 206,170 | 11,137 | 0.29% | 0.29% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Austin Asset Management Co Inc | History | No change | 203,381 | 10,986 | 1.53% | 1.53% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 202,584 | 10,943 | 3.01% | 3.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REAP Financial Group, LLC | History | No change | 201,738 | 10,897 | 1.86% | 1.86% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 200,723 | 10,843 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone Summit Wealth LLC | History | No change | 200,201 | 10,814 | 2.74% | 2.74% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Alpha, LLC | History | No change | 198,674 | 10,732 | 0.26% | 0.26% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 198,381 | 10,716 | 0.86% | 0.86% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASPIRIANT, LLC | History | No change | 197,598 | 10,674 | 0.26% | 0.26% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 195,764 | 10,575 | 5.81% | 5.81% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 195,742 | 10,574 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 190,541 | 10,293 | 0.99% | 0.99% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 189,485 | 10,235 | 2.23% | 2.23% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kings Path Partners LLC | History | No change | 189,008 | 10,210 | 2.72% | 2.72% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 187,707 | 10,139 | 3.18% | 3.18% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 183,756 | 9,926 | 0.73% | 0.73% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Altiora Financial Group, LLC | History | No change | 182,333 | 9,849 | 1.55% | 1.55% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 181,496 | 9,804 | 0.73% | 0.73% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laurel Wealth Planning LLC | History | No change | 176,000 | 9,507 | 4.21% | 4.21% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oceanside Advisors LLC | History | No change | 172,546 | 9,320 | 4.7% | 4.7% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 160,595 | 8,970 | 1.76% | 1.94% | 191 | -8,179 | -4.85% | Q3 2026 | Oct 05, 2026 |
| Veratis Advisors, Inc. | History | No change | 166,058 | 8,970 | 6.35% | 6.35% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 164,507 | 8,886 | 5.11% | 5.11% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 162,367 | 8,768 | 3.77% | 3.77% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 162,189 | 8,761 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | Added to | 153,875 | 8,595 | 1.86% | 1.72% | 196 | +1,365 | 0.9% | Q3 2026 | Oct 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 157,924 | 8,531 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 156,917 | 8,476 | 2.83% | 2.83% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 153,038 | 8,267 | 1.89% | 1.89% | 199 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Certified Advisory Corp | History | No change | 152,878 | 8,258 | 0.67% | 0.67% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | No change | 152,495 | 8,237 | 0.13% | 0.13% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 152,208 | 8,222 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Mark Nickell & Co. | History | No change | 152,164 | 8,219 | 6.56% | 6.56% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarity Asset Management, Inc. | History | No change | 151,479 | 8,182 | 4.01% | 4.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 145,088 | 8,104 | 0.23% | 0.16% | 205 | +38,082 | 35.59% | Q3 2026 | Oct 08, 2026 |
| Sculati Wealth Management, LLC | History | No change | 144,983 | 8,079 | 2.69% | 2.69% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Richard Young Associates, Ltd. | History | No change | 144,566 | 7,809 | 5.19% | 5.19% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Serenity Investment Advisors | History | No change | 134,329 | 7,764 | 3.31% | 3.31% | 208 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Winter & Associates, Inc. | History | No change | 143,360 | 7,744 | 5.82% | 5.82% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Family Legacy, Inc. | History | No change | 140,688 | 7,599 | 2.03% | 2.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 139,196 | 7,519 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | No change | 139,100 | 7,514 | 1.69% | 1.69% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 138,099 | 7,460 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Causey Wealth LLC | History | No change | 137,253 | 7,414 | 2.9% | 2.9% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Group, Inc. | History | No change | 134,097 | 7,243 | 3.06% | 3.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cordant, Inc. | History | No change | 131,839 | 7,121 | 2.56% | 2.56% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 131,564 | 7,107 | 1.6% | 1.6% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 131,563 | 7,107 | 6.15% | 6.15% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 131,479 | 7,102 | 3.9% | 3.9% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 129,106 | 6,974 | 2.72% | 2.72% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 126,816 | 6,850 | 4.64% | 4.64% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 124,700 | 6,736 | 0.18% | 0.18% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 124,517 | 6,726 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schwallier Wealth Management LLC | History | No change | 123,268 | 6,658 | 4.21% | 4.21% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 122,747 | 6,630 | 0.37% | 0.37% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Estate Counselors, LLC | History | No change | 122,491 | 6,616 | 0.57% | 0.57% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 119,178 | 6,610 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATLas Financial Planning LLC | History | No change | 122,378 | 6,610 | 5.36% | 5.36% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Platt Wealth Management LLC | History | No change | 121,778 | 6,578 | 5.29% | 5.29% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 120,446 | 6,506 | 4.89% | 4.89% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 120,406 | 6,504 | 0.44% | 0.44% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 119,975 | 6,481 | 0.17% | 0.17% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Timonier Family Office, LTD. | History | No change | 118,605 | 6,407 | 1.81% | 1.81% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 117,382 | 6,340 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 116,967 | 6,318 | 4.48% | 4.48% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 116,918 | 6,315 | 1.97% | 1.97% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 116,430 | 6,289 | 1.56% | 1.56% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 113,778 | 6,146 | 0.21% | 0.21% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 112,723 | 6,089 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 111,428 | 6,019 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valued Retirements, Inc. | History | No change | 109,448 | 5,912 | 5.31% | 5.31% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 108,113 | 5,840 | 3.39% | 3.39% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 107,933 | 5,830 | 2.69% | 2.69% | 243 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 104,297 | 5,826 | 0.64% | 0.42% | 244 | +32,428 | 45.12% | Q3 2026 | Oct 09, 2026 |
| COMMERCE BANK | History | No change | 107,647 | 5,815 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 107,354 | 5,799 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAM GROUP, INC. | History | No change | 106,938 | 5,776 | 2.87% | 2.87% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 106,405 | 5,747 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tilson Financial Group, Inc. | History | No change | 106,198 | 5,736 | 1.58% | 1.58% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frankly Finances, LLC | History | No change | 105,851 | 5,718 | 4.52% | 4.52% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 104,480 | 5,644 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 104,030 | 5,619 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Reduced | 100,137 | 5,593 | 0.66% | 0.65% | 253 | -240 | -0.24% | Q3 2026 | Oct 08, 2026 |
| Spire Wealth Management | History | No change | 102,520 | 5,538 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 101,634 | 5,364 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 99,071 | 5,352 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 92,617 | 5,304 | 1.03% | 1.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Graver Capital Management, LLC | History | No change | 98,123 | 5,300 | 3.78% | 3.78% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 97,787 | 5,282 | 1.17% | 1.17% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| InTrack Investment Management Inc | History | No change | 96,942 | 5,236 | 2.6% | 2.6% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 96,770 | 5,227 | 0.78% | 0.78% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CVA Family Office, LLC | History | No change | 95,902 | 5,180 | 0.47% | 0.47% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 94,801 | 5,121 | 1.52% | 1.52% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 94,770 | 5,119 | 1.97% | 1.97% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 94,567 | 5,108 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 92,056 | 5,040 | 1.05% | 1.05% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Burk Holdings LLC | History | No change | 92,852 | 5,015 | 1.85% | 1.85% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 92,663 | 5,005 | 1.15% | 1.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 91,102 | 4,921 | 3.64% | 3.64% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 91,009 | 4,916 | 4.69% | 4.69% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verum Partners LLC | History | No change | 90,310 | 4,878 | 0.73% | 0.73% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Opus Financial Solutions LLC | History | No change | 90,072 | 4,865 | 3.92% | 3.92% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Navigate Wealth Management, LLC | History | No change | 87,103 | 4,854 | 3.01% | 3.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 89,682 | 4,844 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | No change | 89,364 | 4,823 | 0.95% | 0.95% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 87,353 | 4,718 | 3.08% | 3.08% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 87,003 | 4,699 | 0.44% | 0.44% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 86,870 | 4,692 | 0.46% | 0.46% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 86,591 | 4,677 | 0.75% | 0.75% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AWM CAPITAL, LLC | History | No change | 85,315 | 4,608 | 0.37% | 0.37% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investmark Advisory Group LLC | History | No change | 85,097 | 4,596 | 1.75% | 1.75% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 74,425 | 4,577 | 3.4% | 3.4% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 84,584 | 4,569 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 82,598 | 4,461 | 1.62% | 1.62% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 81,537 | 4,404 | 0.48% | 0.48% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 80,607 | 4,354 | 1.6% | 1.6% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beckerman Institutional, LLC | History | No change | 80,389 | 4,342 | 2.07% | 2.07% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 79,842 | 4,313 | 0.64% | 0.64% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aviance Capital Partners, LLC | History | No change | 79,816 | 4,311 | 0.45% | 0.45% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 79,274 | 4,309 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AG Asset Advisory, LLC | History | No change | 79,712 | 4,306 | 3.48% | 3.48% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 79,531 | 4,296 | 1.62% | 1.62% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 79,199 | 4,278 | 3.34% | 3.34% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 79,142 | 4,275 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 78,896 | 4,261 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | No change | 78,833 | 4,258 | 0.49% | 0.49% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 77,970 | 4,211 | 1.27% | 1.27% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ariadne Wealth Management, LP | History | No change | 76,904 | 4,154 | 1.84% | 1.84% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 76,013 | 4,106 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 75,968 | 4,103 | 3.22% | 3.22% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |