Dimensional ETF Trust - DFLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | No change | 25,486,113 | 1,010,789 | 2.97% | 2.97% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 4,713,950 | 186,389 | 7.24% | 7.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 4,593,828 | 181,639 | 2.06% | 2.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 4,424,238 | 174,934 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | No change | 4,003,590 | 158,301 | 4.21% | 4.21% | 5 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Truepoint, Inc. | History | No change | 3,343,050 | 132,184 | 2.76% | 2.76% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 3,318,287 | 131,205 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 3,140,205 | 124,166 | 8.33% | 8.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 2,877,128 | 113,761 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,732,777 | 108,053 | 0.41% | 0.41% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,586,574 | 102,273 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,481,330 | 98,111 | 6.89% | 6.89% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,337,885 | 92,439 | 1.16% | 1.16% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,312,335 | 91,429 | 0.42% | 0.42% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighTower Advisors, LLC | History | No change | 2,247,684 | 88,873 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | Added to | 1,975,047 | 80,048 | 1.02% | 0.87% | 16 | +438,936 | 28.57% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 1,908,901 | 75,477 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,758,222 | 69,520 | 6.88% | 6.88% | 18 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,567,008 | 61,959 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 1,534,807 | 60,686 | 3.73% | 3.73% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | No change | 1,446,042 | 57,176 | 2.27% | 2.27% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,363,899 | 53,928 | 3.95% | 3.95% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,280,833 | 51,452 | 5.75% | 4.65% | 23 | +248,253 | 24.04% | Q3 2026 | Oct 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,279,784 | 50,602 | 0.44% | 0.44% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Premier Financial Group | History | No change | 1,138,364 | 45,010 | 9.05% | 9.05% | 25 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Mariner, LLC | History | No change | 1,077,734 | 42,613 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,056,800 | 41,785 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,024,846 | 40,522 | 2.94% | 2.94% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,024,753 | 40,518 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 988,557 | 40,214 | 5.67% | 5.67% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Team Hewins, LLC | History | No change | 935,378 | 36,984 | 10.12% | 10.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 922,973 | 36,983 | 7.99% | 7.99% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 916,824 | 36,828 | 1.48% | 1.43% | 33 | -1,332 | -0.15% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 923,950 | 36,532 | 0.31% | 0.31% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 920,376 | 36,391 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 906,834 | 35,856 | 12.97% | 12.97% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | No change | 866,940 | 34,278 | 1.49% | 1.49% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EnRich Financial Partners LLC | History | No change | 852,592 | 33,711 | 8.01% | 8.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 843,473 | 33,351 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 802,407 | 31,727 | 2.46% | 2.46% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 787,192 | 31,487 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tilson Financial Group, Inc. | History | No change | 788,526 | 31,178 | 8.57% | 8.57% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 775,331 | 30,656 | 14.32% | 14.32% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 767,113 | 30,331 | 9.76% | 9.76% | 44 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WPWealth LLP | History | No change | 754,491 | 29,832 | 4.43% | 4.43% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 747,506 | 29,556 | 9.88% | 9.88% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 736,899 | 29,136 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 715,031 | 28,272 | 3.59% | 3.59% | 48 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| VeraBank, N.A. | History | No change | 710,583 | 28,096 | 4.65% | 4.65% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 703,973 | 27,835 | 16.08% | 16.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Architects, LLC | History | No change | 686,834 | 27,157 | 2.14% | 2.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 676,365 | 26,743 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Three Arch Wealth Management LLC | History | No change | 652,830 | 25,812 | 3.96% | 3.96% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evanson Financial, LLC | History | No change | 611,465 | 24,177 | 1.18% | 1.18% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | No change | 604,791 | 23,913 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Advisory Group LLC | History | No change | 561,619 | 22,206 | 5.28% | 5.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 550,562 | 21,769 | 0.21% | 0.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 497,099 | 19,655 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial LLC | History | No change | 477,912 | 18,896 | 6.36% | 6.36% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 469,483 | 18,859 | 4.85% | 4.79% | 60 | -1,548 | -0.33% | Q3 2026 | Oct 08, 2026 |
| West Financial Advisors, LLC | History | No change | 471,407 | 18,639 | 2.83% | 2.83% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 464,937 | 18,383 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 448,487 | 17,795 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Austin Asset Management Co Inc | History | No change | 432,061 | 17,083 | 2.38% | 2.38% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 427,276 | 16,894 | 3.75% | 3.75% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Disciplined Investments, LLC | History | No change | 426,625 | 16,868 | 5.45% | 5.45% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SACHEM HILL LLC | History | No change | 425,503 | 16,824 | 2.99% | 2.99% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOS Asset Management, LLC | History | Added to | 400,058 | 16,070 | 3.75% | 3.5% | 68 | +18,379 | 4.82% | Q3 2026 | Oct 09, 2026 |
| Burk Holdings LLC | History | No change | 397,202 | 15,705 | 5.81% | 5.81% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, LLC | History | No change | 394,851 | 15,612 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 382,903 | 15,139 | 3.76% | 3.76% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equita Financial Network, Inc. | History | No change | 381,015 | 15,065 | 4.18% | 4.18% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 372,554 | 15,026 | 0.3% | 0.3% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 377,908 | 14,942 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 363,491 | 14,372 | 4.61% | 4.61% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 382,353 | 13,657 | 1.71% | 1.71% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 340,059 | 13,445 | 0.21% | 0.21% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 338,555 | 13,386 | 0.69% | 0.69% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Navigate Wealth Management, LLC | History | No change | 318,313 | 12,719 | 7.88% | 7.88% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 321,136 | 12,697 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 321,024 | 12,693 | 6.64% | 6.64% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 320,229 | 12,661 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 318,423 | 12,590 | 1.03% | 1.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 307,093 | 12,142 | 0.53% | 0.53% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 305,126 | 12,064 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 304,563 | 12,042 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 304,363 | 12,034 | 2.81% | 2.81% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Level Financial Advisors | History | No change | 302,324 | 11,953 | 2.67% | 2.67% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 300,749 | 11,891 | 1.35% | 1.35% | 89 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gemmer Asset Management LLC | History | No change | 300,648 | 11,887 | 0.8% | 0.8% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 282,956 | 11,188 | 8.23% | 8.23% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 311,098 | 11,109 | 0.45% | 0.45% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 276,532 | 10,934 | 12.92% | 12.92% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisory Group LLC | History | No change | 272,639 | 10,780 | 0.58% | 0.58% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WJ Wealth Management, LLC | History | No change | 265,332 | 10,491 | 4.14% | 4.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 301,855 | 10,326 | 3.52% | 3.52% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mustard Seed Financial, LLC | History | No change | 259,655 | 10,266 | 5.33% | 5.33% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 257,927 | 10,198 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 255,378 | 10,097 | 2.37% | 2.37% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 250,031 | 9,886 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 243,503 | 9,628 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 235,682 | 9,318 | 2.1% | 2.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 229,719 | 9,227 | 0.07% | 0.06% | 103 | +21,397 | 10.27% | Q3 2026 | Oct 08, 2026 |
| Longview Financial Advisors LLC | History | No change | 233,381 | 9,227 | 4.56% | 4.56% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 221,536 | 8,759 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | No change | 219,106 | 8,663 | 3.12% | 3.12% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 210,479 | 8,322 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | No change | 210,183 | 8,310 | 0.74% | 0.74% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CPA Asset Management Group, LLC | History | No change | 205,170 | 8,112 | 2.34% | 2.34% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIP Wealth, LLC | History | No change | 197,090 | 7,792 | 0.22% | 0.22% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 193,131 | 7,637 | 2.98% | 2.98% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 189,357 | 7,487 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 184,091 | 7,278 | 1.23% | 1.23% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 181,231 | 7,241 | 0.95% | 0.95% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Johnson Wealth Management, LLC | History | No change | 180,888 | 7,152 | 3.03% | 3.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 175,267 | 6,930 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elser Financial Planning, Inc | History | No change | 174,653 | 6,905 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Redwood Park Advisors LLC | History | No change | 170,065 | 6,724 | 4.42% | 4.42% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEM Asset Management, LLC | History | No change | 166,201 | 6,571 | 2.59% | 2.59% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 157,462 | 6,226 | 0.5% | 0.5% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 156,816 | 6,200 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 156,146 | 6,174 | 1.86% | 1.86% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 155,964 | 6,166 | 3.01% | 3.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 154,974 | 6,127 | 3.5% | 3.5% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 147,749 | 5,842 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mills Wealth Advisors LLC | History | No change | 143,822 | 5,686 | 1.79% | 1.79% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Financial Group Corp | History | No change | 140,737 | 5,564 | 4.02% | 4.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McCartney Wealth Management LLC | History | No change | 139,676 | 5,522 | 4.19% | 4.19% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Investment Services, Inc. | History | No change | 136,747 | 5,406 | 1.14% | 1.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vawter Financial, Ltd. | History | No change | 134,315 | 5,310 | 2.0% | 2.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 133,894 | 5,294 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 133,859 | 5,292 | 1.23% | 1.23% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 130,049 | 5,142 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 127,313 | 5,033 | 4.22% | 4.22% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 124,986 | 5,020 | 1.96% | 1.93% | 135 | +472 | 0.38% | Q3 2026 | Oct 09, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 126,678 | 5,008 | 1.71% | 1.71% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 124,011 | 4,903 | 1.5% | 1.5% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 123,649 | 4,889 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PKS Advisory Services, LLC | History | No change | 121,791 | 4,815 | 0.77% | 0.77% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 121,175 | 4,791 | 1.49% | 1.49% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plancorp, LLC | History | No change | 119,407 | 4,784 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CLG LLC | History | No change | 119,862 | 4,739 | 1.04% | 1.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | No change | 119,283 | 4,716 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apeiron RIA LLC | History | Added to | 116,042 | 4,678 | 1.06% | 0.98% | 144 | +19,562 | 20.28% | Q3 2026 | Oct 08, 2026 |
| Composition Wealth, LLC | History | No change | 115,681 | 4,574 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 113,466 | 4,557 | 0.94% | 0.89% | 146 | +3,454 | 3.14% | Q3 2026 | Oct 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 114,267 | 4,518 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 113,901 | 4,503 | 3.5% | 3.5% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 113,194 | 4,475 | 2.14% | 2.14% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 111,907 | 4,424 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BDFS Capital LLC | History | No change | 111,277 | 4,399 | 1.91% | 1.91% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 111,093 | 4,392 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 110,587 | 4,372 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envision Financial Planning, LLC | History | No change | 109,950 | 4,347 | 1.41% | 1.41% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 106,965 | 4,296 | 0.12% | 0.12% | 155 | -4,041 | -3.64% | Q3 2026 | Oct 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 106,502 | 4,211 | 0.26% | 0.26% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 102,930 | 4,069 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 100,683 | 3,981 | 2.13% | 2.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 99,377 | 3,929 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 99,283 | 3,925 | 0.8% | 0.8% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compass Financial Group, Inc. | History | No change | 98,165 | 3,881 | 1.64% | 1.64% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategent Financial, LLC | History | No change | 94,486 | 3,735 | 2.15% | 2.15% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Francis Financial, Inc. | History | No change | 93,491 | 3,696 | 0.61% | 0.61% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Harvest, LLC | History | No change | 93,071 | 3,680 | 1.52% | 1.52% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 89,881 | 3,553 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 86,988 | 3,439 | 0.46% | 0.46% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 85,355 | 3,374 | 1.69% | 1.69% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | No change | 84,408 | 3,337 | 1.27% | 1.27% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantage Point Financial LLC | History | No change | 83,349 | 3,295 | 1.0% | 1.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 82,407 | 3,258 | 0.52% | 0.52% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 81,283 | 3,213 | 2.34% | 2.34% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 80,610 | 3,187 | 0.73% | 0.73% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 78,904 | 3,119 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 76,792 | 3,036 | 0.81% | 0.81% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E6 Portfolios, LLC | History | No change | 75,715 | 2,993 | 2.39% | 2.39% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 75,531 | 2,986 | 0.59% | 0.59% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 74,201 | 2,933 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 72,319 | 2,859 | 0.18% | 0.18% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 68,294 | 2,700 | 0.83% | 0.83% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 68,019 | 2,689 | 1.52% | 1.52% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 66,251 | 2,619 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 66,124 | 2,614 | 1.01% | 1.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 65,576 | 2,592 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Factor Wealth Management LTD | History | Reduced | 63,365 | 2,545 | 0.39% | 0.4% | 184 | -4,037 | -5.99% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 64,210 | 2,538 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integras Partners LLC | History | No change | 62,924 | 2,488 | 1.37% | 1.37% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| M Holdings Securities, Inc. | History | No change | 59,989 | 2,381 | 0.33% | 0.33% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 58,053 | 2,295 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 56,415 | 2,230 | 0.32% | 0.32% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 55,493 | 2,194 | 0.29% | 0.29% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 54,394 | 2,150 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 53,573 | 2,118 | 0.99% | 0.99% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 52,437 | 2,073 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| B&D White Capital Company, LLC | History | No change | 50,366 | 1,991 | 0.2% | 0.2% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,004 | 1,977 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 49,996 | 1,976 | 0.42% | 0.42% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 49,007 | 1,937 | 0.31% | 0.31% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 48,292 | 1,909 | 0.58% | 0.58% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berger Financial Group, Inc | History | No change | 48,235 | 1,907 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AIRE ADVISORS, LLC | History | No change | 47,250 | 1,868 | 0.3% | 0.3% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 46,722 | 1,847 | 0.21% | 0.21% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lauer Wealth, LLC | History | No change | 45,110 | 1,805 | 1.08% | 1.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,477 | 1,758 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 44,426 | 1,756 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 44,110 | 1,744 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 43,810 | 1,732 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 46,773 | 1,670 | 0.27% | 0.27% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 41,041 | 1,622 | 0.31% | 0.31% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 40,272 | 1,592 | 0.6% | 0.6% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 39,650 | 1,567 | 0.44% | 0.44% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 39,450 | 1,559 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 37,428 | 1,479 | 1.21% | 1.21% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 36,405 | 1,439 | 0.68% | 0.68% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 36,199 | 1,431 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 35,400 | 1,399 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 34,994 | 1,383 | 1.12% | 1.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COWA, LLC | History | No change | 34,113 | 1,348 | 0.34% | 0.34% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 33,950 | 1,342 | 0.59% | 0.59% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 33,689 | 1,332 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 33,131 | 1,309 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Emprise Bank | History | Reduced | 32,177 | 1,292 | 0.49% | 0.47% | 221 | -71 | -0.22% | Q3 2026 | Oct 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 32,452 | 1,283 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 30,630 | 1,255 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TruNorth Capital Management, LLC | History | No change | 31,577 | 1,248 | 0.2% | 0.2% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wolfstich Capital, LLC | History | No change | 30,907 | 1,227 | 0.95% | 0.95% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 30,694 | 1,213 | 0.38% | 0.38% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 30,008 | 1,186 | 0.23% | 0.23% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oceanside Advisors LLC | History | No change | 29,828 | 1,179 | 0.6% | 0.6% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 29,805 | 1,178 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triangle Securities Wealth Management | History | No change | 29,373 | 1,161 | 0.23% | 0.23% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 29,060 | 1,149 | 0.31% | 0.31% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 28,881 | 1,141 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,845 | 1,140 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 28,530 | 1,128 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 28,331 | 1,120 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forum Finance Group S.A. | History | No change | 32,891 | 1,051 | 0.38% | 0.38% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 25,652 | 1,014 | 0.63% | 0.63% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oder Investment Management, LLC | History | No change | 25,513 | 1,008 | 0.68% | 0.68% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 24,840 | 982 | 0.67% | 0.67% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 24,732 | 977 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 24,585 | 972 | 0.4% | 0.4% | 241 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,085 | 952 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 23,596 | 932 | 0.38% | 0.38% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Capital Management LLC | History | No change | 23,513 | 929 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 22,757 | 899 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 22,652 | 895 | 0.65% | 0.65% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 21,300 | 842 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 20,791 | 822 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Asset Management, LLC | History | No change | 20,675 | 817 | 0.4% | 0.4% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McGrath & Associates, Inc. | History | No change | 20,460 | 808 | 1.05% | 1.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 20,411 | 807 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 20,125 | 795 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 20,110 | 795 | 0.15% | 0.15% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,946 | 788 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tyche Wealth Partners LLC | History | No change | 19,316 | 763 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WorthPointe, LLC | History | No change | 19,139 | 756 | 0.19% | 0.19% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | No change | 18,807 | 743 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 18,775 | 742 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | No change | 18,681 | 738 | 0.27% | 0.27% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 18,503 | 731 | 0.3% | 0.3% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 18,500 | 731 | 0.29% | 0.29% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 18,239 | 721 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everest Financial Group LLC | History | No change | 17,324 | 684 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRB Wealth Management, LLC | History | No change | 16,872 | 667 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 16,788 | 663 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealth Management Nebraska | History | No change | 16,696 | 660 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 16,606 | 656 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TAGStone Capital, Inc. | History | No change | 16,489 | 651 | 0.21% | 0.21% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opus Financial Solutions LLC | History | No change | 16,452 | 650 | 0.52% | 0.52% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 16,118 | 637 | 0.33% | 0.33% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 16,081 | 635 | 0.55% | 0.55% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 16,055 | 634 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EASTERN BANK | History | No change | 15,764 | 633 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 15,732 | 632 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 15,535 | 614 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clark Asset Management, LLC | History | No change | 15,270 | 603 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | No change | 15,194 | 600 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 15,040 | 594 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sensible Money, LLC | History | No change | 14,818 | 585 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 14,603 | 577 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 14,566 | 575 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Asset Dedication, LLC | History | No change | 14,538 | 574 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 14,537 | 574 | 0.17% | 0.17% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 14,473 | 572 | 0.31% | 0.31% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WARNER FINANCIAL, INC | History | No change | 14,430 | 570 | 0.17% | 0.17% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 14,127 | 558 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 14,098 | 557 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 13,879 | 548 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 13,226 | 531 | 0.49% | 0.34% | 289 | -1,951 | -12.85% | Q3 2026 | Oct 09, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 10,976 | 529 | 0.27% | 0.27% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RB Capital Management, LLC | History | No change | 13,349 | 527 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 12,787 | 507 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 12,845 | 507 | 0.27% | 0.27% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Advisers, LLC | History | No change | 12,682 | 501 | 0.36% | 0.36% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,567 | 496 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 12,497 | 494 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tillman Hartley LLC | History | No change | 12,091 | 478 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RCS Financial Planning, LLC | History | No change | 11,633 | 459 | 0.22% | 0.22% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MFA Wealth Services | History | No change | 11,401 | 450 | 0.27% | 0.27% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 11,359 | 449 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |