Dimensional ETF Trust - DFNM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 5,069,659 | 245,041 | 0.25% | 0.23% | 1 | +847,779 | 20.08% | Q2 2026 | Aug 12, 2026 |
| Truepoint, Inc. | History | Added to | 3,211,719 | 155,238 | 3.24% | 3.31% | 2 | +116,005 | 3.75% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,646,788 | 79,597 | 0.67% | 0.58% | 3 | +443,437 | 36.85% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 1,590,906 | 76,813 | 1.08% | 0.95% | 4 | +270,730 | 20.51% | Q2 2026 | Jul 08, 2026 |
| Foster Group, Inc. | History | Added to | 1,483,405 | 71,700 | 1.91% | 2.08% | 5 | +23,179 | 1.59% | Q2 2026 | Jul 07, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,285,613 | 62,140 | 3.17% | 3.61% | 6 | -31,726 | -2.41% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,055,345 | 51,010 | 1.6% | 1.52% | 7 | +174,263 | 19.78% | Q2 2026 | Jul 30, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 939,121 | 45,392 | 6.34% | 6.61% | 8 | +44,948 | 5.03% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 896,162 | 43,316 | 0.22% | 0.24% | 9 | +16,137 | 1.83% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 808,791 | 39,092 | 0.11% | 0.15% | 10 | +20,548 | 2.61% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 796,384 | 38,493 | 2.41% | 2.59% | 11 | +681 | 0.09% | Q2 2026 | Jul 08, 2026 |
| MBL Wealth, LLC | History | Added to | 776,501 | 37,532 | 2.56% | 2.68% | 12 | +36,766 | 4.97% | Q2 2026 | Jul 15, 2026 |
| AWM CAPITAL, LLC | History | Added to | 725,052 | 35,045 | 2.81% | 3.12% | 13 | +6,595 | 0.92% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 672,029 | 32,482 | 0.04% | 0.04% | 14 | +18,635 | 2.85% | Q2 2026 | Jul 29, 2026 |
| Waterford Advisors, LLC | History | Added to | 545,339 | 28,772 | 7.85% | 8.09% | 15 | +9,004 | 1.68% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 583,595 | 28,208 | 4.51% | 4.35% | 16 | +67,163 | 13.01% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 578,747 | 27,973 | 0.01% | 0.01% | 17 | +60,193 | 11.61% | Q2 2026 | Aug 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 556,651 | 26,905 | 2.51% | 2.41% | 18 | +73,862 | 15.3% | Q2 2026 | Jul 07, 2026 |
| Mattern Wealth Management LLC | History | Added to | 548,877 | 26,529 | 4.35% | 4.96% | 19 | +18,629 | 3.51% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 481,181 | 23,257 | 0.0% | 0.0% | 20 | +62,664 | 14.97% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 432,596 | 20,909 | 0.52% | 0.59% | 21 | +3,860 | 0.9% | Q2 2026 | Jul 20, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 428,712 | 20,721 | 7.27% | 6.6% | 22 | +70,524 | 19.69% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | Added to | 376,015 | 18,167 | 0.05% | 0.07% | 23 | +65,272 | 21.01% | Q2 2026 | Aug 10, 2026 |
| Austin Wealth Management, LLC | History | Added to | 364,914 | 17,548 | 3.71% | 3.57% | 24 | +37,584 | 11.48% | Q2 2026 | Jul 22, 2026 |
| Vestment Financial LLC | History | Added to | 351,964 | 16,975 | 7.61% | 7.31% | 25 | +31,426 | 9.8% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Added to | 350,598 | 16,946 | 0.03% | 0.03% | 26 | +18,004 | 5.41% | Q2 2026 | Jul 30, 2026 |
| Yardley Wealth Management LLC | History | Added to | 328,185 | 15,862 | 7.21% | 7.87% | 27 | +7,572 | 2.36% | Q2 2026 | Jul 16, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 318,359 | 15,387 | 4.34% | 4.4% | 28 | +41,416 | 14.95% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 290,185 | 14,026 | 0.01% | 0.03% | 29 | -299,255 | -50.77% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 280,894 | 13,577 | 0.65% | 0.68% | 30 | +10,444 | 3.86% | Q2 2026 | Jul 24, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 272,899 | 13,190 | 1.99% | 2.02% | 31 | +25,188 | 10.17% | Q2 2026 | Jul 23, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 255,575 | 12,243 | 3.3% | 3.7% | 32 | -15,301 | -5.65% | Q2 2026 | Aug 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 247,398 | 11,957 | 4.34% | 4.62% | 33 | +7,481 | 3.12% | Q2 2026 | Jul 14, 2026 |
| Vested Financial Planning, LLC | History | Added to | 245,079 | 11,845 | 7.96% | 7.4% | 34 | +42,456 | 20.95% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 237,528 | 11,480 | 0.05% | 0.04% | 35 | +9,914 | 4.36% | Q2 2026 | Aug 11, 2026 |
| ENTREWEALTH, LLC | History | Added to | 233,430 | 11,155 | 4.13% | 4.59% | 36 | +19,621 | 9.18% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 230,567 | 11,146 | 0.01% | 0.0% | 37 | +168,785 | 273.19% | Q2 2026 | Aug 14, 2026 |
| West Financial Advisors, LLC | History | Added to | 215,661 | 10,423 | 1.58% | 1.64% | 38 | +13,722 | 6.8% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 212,330 | 10,240 | 0.02% | 0.02% | 39 | +3,961 | 1.9% | Q2 2026 | Jul 15, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 211,718 | 10,233 | 2.01% | 1.46% | 40 | +93,013 | 78.36% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 206,692 | 9,990 | 0.07% | 0.08% | 41 | +1,992 | 0.97% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,458 | 9,834 | 0.0% | 0.0% | 42 | +64,856 | 46.79% | Q2 2026 | Aug 03, 2026 |
| Plancorp, LLC | History | Added to | 201,949 | 9,735 | 0.24% | 0.24% | 43 | +26,004 | 14.78% | Q2 2026 | Jul 14, 2026 |
| Citrine Capital LLC | History | Added to | 200,893 | 9,710 | 3.59% | 4.01% | 44 | +8,009 | 4.15% | Q2 2026 | Jul 23, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 198,012 | 9,570 | 2.68% | 2.72% | 45 | +11,128 | 5.95% | Q2 2026 | Jul 24, 2026 |
| 25 LLC | History | Reduced | 195,416 | 9,445 | 2.59% | 3.07% | 46 | -12,647 | -6.08% | Q2 2026 | Jul 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 189,628 | 9,165 | 0.14% | 0.15% | 47 | -15,734 | -7.66% | Q2 2026 | Jul 01, 2026 |
| Outbound Financial Inc | History | Added to | 188,504 | 9,111 | 5.9% | 6.04% | 48 | +20,480 | 12.19% | Q2 2026 | Jul 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 178,237 | 8,615 | 3.36% | 3.33% | 49 | +30,466 | 20.62% | Q2 2026 | Aug 10, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 176,591 | 8,535 | 3.29% | 3.26% | 50 | +6,596 | 3.88% | Q2 2026 | Jul 16, 2026 |
| Forza Wealth Management, LLC | History | Added to | 174,200 | 8,419 | 2.58% | 1.63% | 51 | +76,700 | 78.67% | Q2 2026 | Jul 17, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 164,506 | 7,951 | 3.36% | 3.57% | 52 | -876 | -0.53% | Q2 2026 | Aug 04, 2026 |
| RW Investment Management LLC | History | Reduced | 164,205 | 7,936 | 0.7% | 0.77% | 53 | -1,657 | -1.0% | Q2 2026 | Aug 06, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 164,031 | 7,928 | 2.5% | 2.17% | 54 | +34,211 | 26.35% | Q2 2026 | Jul 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 162,601 | 7,859 | 0.07% | 0.1% | 55 | -29,556 | -15.38% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,321 | 7,410 | 0.0% | 0.0% | 56 | +17,789 | 13.13% | Q2 2026 | Aug 12, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 152,320 | 7,362 | 3.95% | 4.29% | 57 | +1,024 | 0.68% | Q2 2026 | Jul 16, 2026 |
| Core Wealth Management, Inc. | History | Added to | 150,593 | 7,278 | 2.05% | 2.03% | 58 | +12,262 | 8.86% | Q2 2026 | Jul 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 149,261 | 7,214 | 2.31% | — | 59 | +149,261 | New | Q2 2026 | Jul 17, 2026 |
| United Wealth Management, LLC | History | Added to | 138,321 | 6,685 | 1.5% | 1.59% | 60 | +5,052 | 3.79% | Q2 2026 | Jul 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 121,903 | 5,892 | 1.2% | 1.26% | 61 | +5,396 | 4.63% | Q2 2026 | Jul 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 119,155 | 5,759 | 0.01% | 0.01% | 62 | +30,888 | 34.99% | Q2 2026 | Aug 19, 2026 |
| Kings Path Partners LLC | History | Added to | 118,323 | 5,719 | 1.52% | 0.42% | 63 | +92,640 | 360.71% | Q2 2026 | Jul 14, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 116,659 | 5,638 | 2.39% | 2.67% | 64 | +1,280 | 1.11% | Q2 2026 | Aug 06, 2026 |
| BCO Wealth Management LLC | History | Added to | 112,137 | 5,420 | 2.96% | 3.12% | 65 | +3,857 | 3.56% | Q2 2026 | Jul 14, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 108,310 | 5,235 | 0.45% | 0.42% | 66 | +12,525 | 13.08% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 107,262 | 5,184 | 0.2% | 0.17% | 67 | +30,666 | 40.04% | Q2 2026 | Jul 29, 2026 |
| Tillman Hartley LLC | History | Added to | 106,022 | 5,124 | 1.15% | 1.23% | 68 | +4,169 | 4.09% | Q2 2026 | Aug 06, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 102,659 | 4,962 | 3.5% | 3.94% | 69 | -192 | -0.19% | Q2 2026 | Aug 10, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 102,190 | 4,914 | 1.93% | 2.18% | 70 | +721 | 0.71% | Q2 2026 | Aug 12, 2026 |
| American Investment Services, Inc. | History | Added to | 98,541 | 4,762 | 1.01% | 1.05% | 71 | +523 | 0.53% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | New | 91,480 | 4,421 | 0.13% | — | 72 | +91,480 | New | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 88,249 | 4,265 | 0.42% | 0.44% | 73 | +2,154 | 2.5% | Q2 2026 | Jul 10, 2026 |
| Corient Private Wealth LP | History | Added to | 81,865 | 3,956 | 0.01% | 0.01% | 74 | +68 | 0.08% | Q2 2026 | Aug 27, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 80,864 | 3,908 | 0.29% | 0.32% | 75 | -1,223 | -1.49% | Q2 2026 | Jul 29, 2026 |
| Aurelius Family Office LLC | History | Added to | 80,663 | 3,898 | 1.54% | 1.45% | 76 | +11,128 | 16.0% | Q2 2026 | Jul 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 79,330 | 3,834 | 0.3% | 0.34% | 77 | -962 | -1.2% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 77,713 | 3,756 | 0.04% | 0.04% | 78 | +37,662 | 94.04% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 77,050 | 3,724 | 0.0% | 0.0% | 79 | -5,897 | -7.11% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | Added to | 75,937 | 3,670 | 1.8% | 1.51% | 80 | +19,144 | 33.71% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,612 | 3,654 | 0.02% | 0.01% | 81 | +16,338 | 27.56% | Q2 2026 | Jul 27, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 75,101 | 3,630 | 1.39% | 1.35% | 82 | +7,209 | 10.62% | Q2 2026 | Jul 27, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 75,033 | 3,626 | 0.62% | 1.0% | 83 | -29,394 | -28.15% | Q2 2026 | Jul 31, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 73,634 | 3,559 | 0.83% | 1.3% | 84 | +4,552 | 6.59% | Q2 2026 | Jul 15, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 70,456 | 3,405 | 1.69% | 2.02% | 85 | -3,050 | -4.15% | Q2 2026 | Jul 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 69,540 | 3,361 | 0.06% | 0.07% | 86 | +6,059 | 9.54% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 69,130 | 3,341 | 0.04% | 0.04% | 87 | -1,663 | -2.35% | Q2 2026 | Aug 03, 2026 |
| BWM Planning, LLC | History | Added to | 68,662 | 3,318 | 0.77% | 0.76% | 88 | +8,723 | 14.55% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 68,393 | 3,305 | 0.0% | 0.0% | 89 | +1,441 | 2.15% | Q2 2026 | Jul 28, 2026 |
| E-Wealth Partners, LLC | History | Reduced | 67,295 | 3,252 | 2.35% | 3.77% | 90 | -30,101 | -30.91% | Q2 2026 | Aug 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 64,324 | 3,109 | 0.15% | 0.19% | 91 | -5,685 | -8.12% | Q2 2026 | Jul 20, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 63,109 | 3,050 | 0.24% | 0.18% | 92 | +20,722 | 48.89% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 61,832 | 2,988 | 0.61% | 0.71% | 93 | -2,960 | -4.57% | Q2 2026 | Aug 04, 2026 |
| Note Advisors, LLC | History | Added to | 61,502 | 2,972 | 1.29% | 1.38% | 94 | +3,781 | 6.55% | Q2 2026 | Aug 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 61,775 | 2,960 | 1.67% | 1.67% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 61,178 | 2,957 | 1.38% | 1.62% | 96 | -1,140 | -1.83% | Q2 2026 | Aug 07, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 61,130 | 2,954 | 2.41% | 2.8% | 97 | -959 | -1.54% | Q2 2026 | Aug 05, 2026 |
| GEM Asset Management, LLC | History | Reduced | 60,859 | 2,941 | 1.16% | 1.29% | 98 | -201 | -0.33% | Q2 2026 | Jul 21, 2026 |
| Platform Wealth Management, LLC | History | New | 57,058 | 2,757 | 1.01% | — | 99 | +57,058 | New | Q2 2026 | Aug 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 56,893 | 2,749 | 0.0% | 0.0% | 100 | +8,493 | 17.55% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 56,114 | 2,712 | 0.02% | 0.02% | 101 | +10,647 | 23.42% | Q2 2026 | Jul 20, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 55,852 | 2,699 | 0.91% | 0.25% | 102 | +41,853 | 298.97% | Q2 2026 | Aug 04, 2026 |
| Meredith Wealth Planning | History | Added to | 55,527 | 2,683 | 0.63% | 0.64% | 103 | +6,311 | 12.82% | Q2 2026 | Jul 24, 2026 |
| FF Advisors,LLC | History | No change | 55,193 | 2,667 | 1.0% | 1.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,730 | 2,597 | 0.01% | 0.01% | 105 | +5,994 | 12.56% | Q2 2026 | Jul 28, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 51,890 | 2,508 | 0.99% | 1.09% | 106 | +172 | 0.33% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 48,132 | 2,326 | 0.01% | 0.02% | 107 | -1,891 | -3.78% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | Added to | 46,690 | 2,256 | 0.26% | 0.27% | 108 | +2,525 | 5.72% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 45,500 | 2,199 | 0.84% | 1.0% | 109 | +7,618 | 20.11% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 45,084 | 2,160 | 0.09% | 0.1% | 110 | +3,885 | 9.43% | Q2 2026 | Jul 09, 2026 |
| Warburton Capital Management, LLC | History | Added to | 44,170 | 2,134 | 0.87% | 1.02% | 111 | +801 | 1.85% | Q2 2026 | Jul 31, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 43,740 | 2,114 | 0.49% | 0.71% | 112 | -12,670 | -22.46% | Q2 2026 | Jul 30, 2026 |
| Verisail Partners, LLC | History | Reduced | 43,265 | 2,091 | 0.78% | 0.96% | 113 | -6,122 | -12.4% | Q2 2026 | Jul 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 43,086 | 2,082 | 0.26% | 0.25% | 114 | +10,380 | 31.74% | Q2 2026 | Jul 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 42,764 | 2,067 | 1.56% | 1.05% | 115 | +17,033 | 66.2% | Q2 2026 | Aug 12, 2026 |
| Family Capital Management, Inc. | History | Added to | 42,470 | 2,052 | 0.8% | 0.82% | 116 | +3,798 | 9.82% | Q2 2026 | Jul 31, 2026 |
| Timonier Family Office, LTD. | History | New | 40,389 | 1,952 | 0.55% | — | 117 | +40,389 | New | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 40,153 | 1,940 | 0.04% | 0.05% | 118 | -1,505 | -3.61% | Q2 2026 | Jul 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 39,913 | 1,929 | 0.0% | 0.0% | 119 | +4,048 | 11.29% | Q2 2026 | Aug 14, 2026 |
| Shearwater Capital LLC | History | Reduced | 39,791 | 1,923 | 0.92% | 1.11% | 120 | -4,325 | -9.8% | Q2 2026 | Jul 08, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 39,135 | 1,891 | 0.02% | 0.03% | 121 | -426 | -1.08% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 38,489 | 1,860 | 0.25% | 0.27% | 122 | +1,408 | 3.8% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38,480 | 1,859 | 0.01% | 0.02% | 123 | +770 | 2.04% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,640 | 1,818 | 0.0% | 0.0% | 124 | +8,683 | 29.99% | Q2 2026 | Aug 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 37,722 | 1,818 | 0.39% | 0.41% | 125 | +1,128 | 3.08% | Q2 2026 | Jul 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 37,250 | 1,785 | 1.18% | 1.18% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| White Wing Wealth Management | History | Added to | 36,648 | 1,771 | 0.92% | 0.27% | 127 | +27,220 | 288.71% | Q2 2026 | Jul 08, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 36,592 | 1,768 | 1.02% | 1.33% | 128 | -4,338 | -10.6% | Q2 2026 | Aug 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 36,355 | 1,757 | 1.0% | 1.11% | 129 | -288 | -0.79% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 35,723 | 1,726 | 0.41% | 0.47% | 130 | -1,132 | -3.07% | Q2 2026 | Aug 10, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 35,448 | 1,713 | 0.6% | 1.78% | 131 | -61,580 | -63.47% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 35,251 | 1,703 | 0.0% | 0.0% | 132 | +7,780 | 28.32% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 35,042 | 1,693 | 0.08% | — | 133 | +35,042 | New | Q2 2026 | Jul 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 34,895 | 1,686 | 0.01% | 0.01% | 134 | +8,685 | 33.14% | Q2 2026 | Aug 06, 2026 |
| Evanson Asset Management, LLC | History | No change | 34,929 | 1,674 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,431 | 1,664 | 0.03% | 0.03% | 136 | +108 | 0.31% | Q2 2026 | Aug 10, 2026 |
| Triune Financial Partners, LLC | History | Added to | 34,227 | 1,654 | 0.35% | 0.26% | 137 | +10,990 | 47.3% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 33,526 | 1,621 | 0.0% | 0.0% | 138 | +5,883 | 21.28% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 33,547 | 1,621 | 0.64% | 0.64% | 139 | +5,340 | 18.93% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | Added to | 33,152 | 1,602 | 0.03% | 0.02% | 140 | +9,871 | 42.4% | Q2 2026 | Jul 20, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 32,896 | 1,590 | 1.35% | 1.48% | 141 | +124 | 0.38% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,857 | 1,587 | 0.05% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 32,810 | 1,572 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 31,242 | 1,510 | 0.39% | 0.43% | 144 | -456 | -1.44% | Q2 2026 | Jul 15, 2026 |
| WPWealth LLP | History | Added to | 30,480 | 1,473 | 0.22% | 0.21% | 145 | +2,052 | 7.22% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,776 | 1,439 | 0.01% | 0.02% | 146 | -26,054 | -46.67% | Q2 2026 | Jul 29, 2026 |
| One Degree Advisors Inc | History | Added to | 29,613 | 1,431 | 0.32% | 0.37% | 147 | +540 | 1.86% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,183 | 1,410 | 0.0% | 0.01% | 148 | -748 | -2.5% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 28,854 | 1,394 | 0.01% | 0.02% | 149 | -11,985 | -29.35% | Q2 2026 | Jul 27, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 28,842 | 1,394 | 0.65% | 0.82% | 150 | +4,276 | 17.41% | Q2 2026 | Jul 23, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 27,750 | 1,341 | 1.02% | 1.51% | 151 | -9,565 | -25.63% | Q2 2026 | Jul 28, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 27,665 | 1,337 | 0.33% | 0.37% | 152 | -282 | -1.01% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,950 | 1,302 | 0.0% | 0.0% | 153 | +4,175 | 18.33% | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, LLC | History | New | 26,847 | 1,297 | 0.27% | — | 154 | +26,847 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,560 | 1,283 | 0.0% | 0.0% | 155 | +21,423 | 417.03% | Q2 2026 | Aug 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 25,982 | 1,255 | 0.72% | 0.76% | 156 | +2,273 | 9.59% | Q2 2026 | Jul 16, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 25,930 | 1,253 | 1.05% | 1.11% | 157 | +1,033 | 4.15% | Q2 2026 | Jul 21, 2026 |
| ArborFi Advisors, LLC | History | Added to | 25,521 | 1,233 | 0.89% | 0.81% | 158 | +4,762 | 22.94% | Q2 2026 | Aug 06, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 25,201 | 1,218 | 0.32% | 0.33% | 159 | +2,496 | 10.99% | Q2 2026 | Jul 21, 2026 |
| Applied Capital LLC | History | Added to | 25,037 | 1,210 | 0.39% | 0.45% | 160 | +16 | 0.06% | Q2 2026 | Jul 21, 2026 |
| Financial Plan, Inc. | History | Added to | 24,574 | 1,187 | 0.11% | 0.08% | 161 | +8,822 | 56.01% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 23,249 | 1,123 | 0.55% | 0.62% | 162 | -62 | -0.27% | Q2 2026 | Jul 27, 2026 |
| BDFS Capital LLC | History | Added to | 23,230 | 1,122 | 0.49% | 0.29% | 163 | +10,474 | 82.11% | Q2 2026 | Jul 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 22,685 | 1,096 | 0.16% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pioneer Wealth Management Group | History | New | 22,599 | 1,092 | 0.26% | — | 165 | +22,599 | New | Q2 2026 | Jul 07, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Reduced | 22,552 | 1,090 | 0.69% | 1.06% | 166 | -7,921 | -25.99% | Q2 2026 | Jul 31, 2026 |
| Investmark Advisory Group LLC | History | Added to | 22,255 | 1,075 | 0.41% | 0.46% | 167 | +1 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 21,455 | 1,037 | 0.0% | 0.01% | 168 | +490 | 2.34% | Q2 2026 | Aug 18, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 21,078 | 1,018 | 0.88% | 0.26% | 169 | +15,643 | 287.82% | Q2 2026 | Jul 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 20,491 | 990 | 0.16% | 0.18% | 170 | +634 | 3.19% | Q2 2026 | Jul 14, 2026 |
| Aegis Wealth Management LLC | History | Added to | 20,400 | 986 | 0.46% | 0.49% | 171 | +2,500 | 13.97% | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 19,970 | 965 | 0.6% | 0.69% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 19,697 | 952 | 0.22% | 0.24% | 173 | +1,274 | 6.92% | Q2 2026 | Aug 13, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 19,508 | 942 | 0.51% | 0.53% | 174 | +405 | 2.12% | Q2 2026 | Jul 23, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 19,198 | 927 | 0.88% | 0.77% | 175 | +3,521 | 22.46% | Q2 2026 | Aug 11, 2026 |
| Partners in Financial Planning | History | Added to | 19,112 | 923 | 0.14% | 0.13% | 176 | +3,152 | 19.75% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,608 | 899 | 0.0% | 0.0% | 177 | -79 | -0.42% | Q2 2026 | Jul 27, 2026 |
| Generations Wealth, LLC | History | Reduced | 18,598 | 898 | 0.85% | 1.4% | 178 | -11,498 | -38.2% | Q2 2026 | Aug 11, 2026 |
| Ponta Wealth Partners, LLC | History | Reduced | 18,094 | 874 | 0.47% | 0.71% | 179 | -336 | -1.82% | Q2 2026 | Aug 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 17,735 | 857 | 0.21% | 0.23% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,254 | 833 | 0.02% | 0.03% | 181 | -16,483 | -48.86% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,081 | 825 | 0.0% | 0.0% | 182 | +4,473 | 35.48% | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,913 | 817 | 0.06% | 0.07% | 183 | -3,655 | -17.77% | Q2 2026 | Aug 03, 2026 |
| JP Wealth Management, Inc. | History | No change | 16,870 | 815 | 0.51% | 0.55% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JDH Wealth Management, LLC | History | Added to | 16,853 | 814 | 0.5% | 0.46% | 185 | +2,738 | 19.4% | Q2 2026 | Jul 22, 2026 |
| Friday Financial | History | Added to | 16,717 | 807 | 0.22% | 0.23% | 186 | +2,911 | 21.09% | Q2 2026 | Jul 09, 2026 |
| Crews Bank & Trust | History | No change | 15,683 | 758 | 0.1% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 15,418 | 745 | 0.09% | 0.1% | 188 | +130 | 0.85% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 15,402 | 744 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | Added to | 15,276 | 738 | 0.24% | 0.24% | 190 | +1,561 | 11.38% | Q2 2026 | Aug 07, 2026 |
| Anson Capital, Inc. | History | Added to | 14,981 | 724 | 0.47% | 0.35% | 191 | +4,312 | 40.42% | Q2 2026 | Jul 29, 2026 |
| HBE Wealth Management, LLC | History | New | 14,838 | 717 | 0.51% | — | 192 | +14,838 | New | Q2 2026 | Jul 13, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 14,619 | 706 | 0.26% | 0.28% | 193 | -283 | -1.9% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 14,392 | 695 | 0.26% | 0.3% | 194 | -517 | -3.47% | Q2 2026 | Jul 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 13,458 | 650 | 0.41% | 0.37% | 195 | +2,084 | 18.32% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13,011 | 628 | 0.0% | 0.0% | 196 | -1,412 | -9.79% | Q2 2026 | Aug 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 12,928 | 624 | 0.47% | 0.51% | 197 | +171 | 1.34% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 12,278 | 593 | 0.18% | 0.2% | 198 | +88 | 0.72% | Q2 2026 | Jul 30, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 12,000 | 580 | 1.23% | 2.19% | 199 | -32,616 | -73.1% | Q2 2026 | Aug 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,416 | 551 | 0.04% | 0.05% | 200 | +243 | 2.17% | Q2 2026 | Aug 05, 2026 |
| Iowa State Bank | History | No change | 11,271 | 544 | 0.09% | 0.1% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 11,354 | 544 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 11,237 | 541 | 0.26% | 0.19% | 203 | +4,172 | 59.05% | Q2 2026 | Jul 16, 2026 |
| Burk Holdings LLC | History | Added to | 11,011 | 532 | 0.2% | 0.19% | 204 | +1,758 | 19.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 10,900 | 526 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 10,872 | 525 | 0.03% | 0.03% | 206 | +77 | 0.71% | Q2 2026 | Jul 31, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | New | 10,779 | 521 | 0.27% | — | 208 | +10,779 | New | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 10,785 | 521 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 10,622 | 513 | 0.11% | — | 209 | +10,622 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,570 | 511 | 0.0% | 0.0% | 210 | +2,492 | 30.85% | Q2 2026 | Aug 14, 2026 |
| Burton Enright Welch | History | Added to | 10,525 | 508 | 0.06% | 0.07% | 211 | +349 | 3.43% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,502 | 507 | 0.01% | 0.01% | 212 | +1,925 | 22.44% | Q2 2026 | Aug 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 10,355 | 500 | 0.19% | 0.18% | 213 | +1,042 | 11.19% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,284 | 497 | 0.0% | 0.0% | 214 | +2,071 | 25.22% | Q2 2026 | Aug 12, 2026 |
| Foundry Financial LLC | History | Reduced | 10,068 | 486 | 0.16% | 0.21% | 215 | -112 | -1.1% | Q2 2026 | Jul 21, 2026 |
| Life Planning Partners, Inc | History | Reduced | 9,784 | 472 | 0.35% | 0.37% | 217 | -286 | -2.84% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,769 | 472 | 0.01% | 0.02% | 216 | -266 | -2.65% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Partners LLC | History | New | 9,545 | 461 | 0.4% | — | 218 | +9,545 | New | Q2 2026 | Jul 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 9,476 | 458 | 0.09% | 0.1% | 219 | -419 | -4.23% | Q2 2026 | Aug 10, 2026 |
| DecisionPoint Financial, LLC | History | No change | 9,344 | 451 | 0.08% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oath Planning, LLC | History | Added to | 9,276 | 448 | 0.33% | 0.31% | 221 | +1,960 | 26.79% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,005 | 435 | 0.0% | 0.0% | 222 | +819 | 10.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 8,800 | 425 | 0.1% | 0.12% | 223 | -104 | -1.17% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Added to | 8,734 | 422 | 0.0% | 0.0% | 224 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 8,705 | 420 | 0.34% | 0.49% | 227 | -2,046 | -19.03% | Q2 2026 | Jul 21, 2026 |
| TABLEAUX LLC | History | Reduced | 8,702 | 420 | 0.18% | 0.23% | 226 | -1,154 | -11.71% | Q2 2026 | Aug 07, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 8,698 | 420 | 0.2% | 0.24% | 225 | -807 | -8.49% | Q2 2026 | Aug 11, 2026 |
| Vantage Point Financial LLC | History | Added to | 8,648 | 418 | 0.13% | 0.14% | 228 | +29 | 0.34% | Q2 2026 | Aug 14, 2026 |
| Five Oceans Advisors | History | Reduced | 8,605 | 415 | 0.13% | 0.17% | 229 | -1,015 | -10.55% | Q2 2026 | Jul 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 8,379 | 405 | 0.08% | 0.08% | 230 | +59 | 0.71% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Reduced | 8,331 | 402 | 0.0% | 0.0% | 231 | -33 | -0.39% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,045 | 388 | 0.01% | 0.01% | 232 | +558 | 7.45% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,021 | 387 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 7,949 | 384 | 0.09% | 0.08% | 234 | +1,730 | 27.82% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 7,845 | 379 | 0.0% | — | 235 | +7,845 | New | Q2 2026 | Aug 11, 2026 |
| Stewardship Advisors, LLC | History | New | 7,833 | 378 | 0.08% | — | 236 | +7,833 | New | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,646 | 369 | 0.0% | 0.0% | 237 | -27 | -0.35% | Q2 2026 | Jul 20, 2026 |
| Merited Wealth, LLC | History | Reduced | 7,594 | 367 | 0.26% | 0.5% | 238 | -4,922 | -39.33% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 7,469 | 361 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 7,396 | 357 | 0.09% | 0.08% | 240 | +1,447 | 24.32% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 7,321 | 353 | 0.01% | — | 241 | +7,321 | New | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 7,295 | 352 | 0.02% | 0.03% | 242 | +52 | 0.72% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,258 | 350 | 0.01% | — | 243 | +7,258 | New | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,227 | 349 | 0.01% | 0.0% | 244 | +2,009 | 38.5% | Q2 2026 | Aug 10, 2026 |
| V2 Financial group LLC | History | New | 6,961 | 336 | 0.13% | — | 245 | +6,961 | New | Q2 2026 | Aug 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 6,912 | 334 | 0.1% | 0.1% | 246 | +771 | 12.55% | Q2 2026 | Aug 04, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,815 | 329 | 0.07% | 0.08% | 247 | +618 | 9.97% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | Reduced | 6,769 | 327 | 0.0% | 0.0% | 248 | -113 | -1.64% | Q2 2026 | Aug 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 6,627 | 320 | 0.07% | 0.08% | 249 | -309 | -4.46% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 6,375 | 308 | 0.04% | 0.04% | 250 | -82 | -1.27% | Q2 2026 | Aug 11, 2026 |
| Oceanside Advisors LLC | History | Reduced | 6,371 | 307 | 0.15% | 0.21% | 251 | -1,295 | -16.89% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 6,230 | 301 | 0.07% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Leading Edge Financial Planning LLC | History | New | 6,163 | 297 | 0.05% | — | 253 | +6,163 | New | Q2 2026 | Aug 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,073 | 293 | 0.02% | 0.02% | 254 | +168 | 2.85% | Q2 2026 | Aug 06, 2026 |
| Argent Trust Co | History | No change | 6,000 | 290 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envision Financial Planning, LLC | History | Added to | 5,935 | 286 | 0.09% | 0.1% | 256 | +51 | 0.87% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | New | 5,795 | 280 | 0.01% | — | 257 | +5,795 | New | Q2 2026 | Aug 14, 2026 |
| Level Financial Advisors | History | No change | 5,775 | 279 | 0.06% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 5,732 | 277 | 0.06% | 0.1% | 259 | -1,475 | -20.47% | Q2 2026 | Jul 24, 2026 |
| Apollon Financial, LLC | History | Added to | 5,715 | 276 | 0.03% | 0.03% | 260 | +589 | 11.49% | Q2 2026 | Jul 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 5,754 | 275 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Csenge Advisory Group | History | Added to | 5,470 | 264 | 0.01% | 0.01% | 262 | +159 | 2.99% | Q2 2026 | Aug 10, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,472 | 264 | 0.03% | 0.03% | 263 | +25 | 0.46% | Q2 2026 | Jul 22, 2026 |
| Vigil Wealth Management, LLC | History | New | 5,315 | 256 | 0.18% | — | 264 | +5,315 | New | Q2 2026 | Aug 05, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,267 | 254 | 0.09% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 5,133 | 248 | 0.13% | — | 266 | +5,133 | New | Q2 2026 | Jul 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 4,741 | 229 | 0.06% | — | 267 | +4,741 | New | Q2 2026 | Jul 09, 2026 |
| US BANCORP \DE\ | History | No change | 4,566 | 220 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trajan Wealth LLC | History | New | 4,505 | 217 | 0.01% | — | 269 | +4,505 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 4,440 | 214 | 0.0% | — | 270 | +4,440 | New | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 4,309 | 208 | 0.11% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 3,850 | 186 | 0.13% | 0.12% | 272 | +710 | 22.61% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 3,557 | 171 | 0.03% | 0.04% | 273 | +598 | 20.21% | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,350 | 161 | 0.0% | 0.0% | 274 | +24 | 0.72% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,258 | 157 | 0.07% | — | 275 | +3,258 | New | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,577 | 125 | 0.04% | 0.04% | 276 | +74 | 2.96% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,150 | 103 | 0.0% | — | 277 | +2,150 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,841 | 88 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,668 | 80 | 0.01% | 0.01% | 279 | +12 | 0.72% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,482 | 71 | 0.0% | — | 280 | +1,482 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,354 | 64 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 1,039 | 50 | 0.01% | 0.01% | 282 | +1 | 0.1% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 710 | 34 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | Reduced | 671 | 32 | 0.01% | 0.01% | 284 | -45 | -6.28% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 481 | 23 | 0.0% | 0.0% | 285 | +4 | 0.84% | Q2 2026 | Aug 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 412 | 19 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 391 | 18 | 0.0% | — | 287 | +391 | New | Q2 2026 | Jul 27, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 317 | 15 | 0.0% | 0.0% | 289 | +2 | 0.63% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 318 | 15 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHL GROUP, LLC | History | Added to | 260 | 12 | 0.01% | 0.01% | 290 | +2 | 0.78% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 202 | 9 | 0.0% | — | 291 | +202 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 155 | 7 | 0.0% | 0.0% | 292 | +30 | 24.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 119 | 5 | 0.0% | — | 293 | +119 | New | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 98 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 49 | 2 | 0.0% | 0.0% | 295 | +3 | 6.52% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,351 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,086 | -100.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,257 | -100.0% | Q2 2026 | Sep 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,215 | -100.0% | Q2 2026 | Jul 24, 2026 |