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 | No change | 5,069,659 | 245,041 | 0.25% | 0.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truepoint, Inc. | History | No change | 3,211,719 | 155,238 | 3.24% | 3.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,646,788 | 79,597 | 0.67% | 0.67% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 1,690,582 | 77,885 | 0.99% | 1.08% | 4 | +99,676 | 6.27% | Q3 2026 | Oct 08, 2026 |
| Foster Group, Inc. | History | Reduced | 1,317,383 | 60,639 | 1.65% | 1.91% | 5 | -166,022 | -11.19% | Q3 2026 | Oct 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,211,730 | 55,775 | 2.85% | 3.17% | 6 | -73,883 | -5.75% | Q3 2026 | Oct 27, 2026 |
| AWM CAPITAL, LLC | History | Added to | 1,127,167 | 51,883 | 3.65% | 2.81% | 7 | +402,115 | 55.46% | Q3 2026 | Oct 16, 2026 |
| GeoWealth Management, LLC | History | No change | 1,055,345 | 51,010 | 1.6% | 1.6% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rather & Kittrell, Inc. | History | No change | 939,121 | 45,392 | 6.34% | 6.34% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 896,162 | 43,316 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 808,791 | 39,092 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 796,384 | 38,493 | 2.41% | 2.41% | 12 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MBL Wealth, LLC | History | Added to | 832,678 | 38,328 | 2.29% | 2.56% | 13 | +56,177 | 7.23% | Q3 2026 | Oct 22, 2026 |
| Waterford Advisors, LLC | History | No change | 545,339 | 28,772 | 7.85% | 7.85% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 612,276 | 28,183 | 2.64% | 2.51% | 15 | +55,625 | 9.99% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 578,747 | 27,973 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 550,976 | 25,361 | 0.03% | 0.04% | 17 | -121,053 | -18.01% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 481,181 | 23,257 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 428,712 | 20,721 | 7.27% | 7.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASPIRIANT, LLC | History | Added to | 443,046 | 20,393 | 0.5% | 0.52% | 20 | +10,450 | 2.42% | Q3 2026 | Oct 16, 2026 |
| Vestment Financial LLC | History | Added to | 402,565 | 18,616 | 8.32% | 7.61% | 21 | +50,601 | 14.38% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 402,629 | 18,532 | 0.03% | 0.03% | 22 | +52,031 | 14.84% | Q3 2026 | Oct 21, 2026 |
| Savant Capital, LLC | History | No change | 376,015 | 18,167 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Austin Wealth Management, LLC | History | No change | 364,914 | 17,548 | 3.71% | 3.71% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| West Financial Advisors, LLC | History | Added to | 377,379 | 17,370 | 2.61% | 1.58% | 25 | +161,718 | 74.99% | Q3 2026 | Oct 22, 2026 |
| Yardley Wealth Management LLC | History | Added to | 370,108 | 17,036 | 7.44% | 7.21% | 26 | +41,923 | 12.77% | Q3 2026 | Oct 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 360,052 | 16,573 | 2.69% | 4.35% | 27 | -188,825 | -34.4% | Q3 2026 | Nov 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 348,740 | 16,052 | 3.31% | 1.2% | 28 | +226,837 | 186.08% | Q3 2026 | Oct 05, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 345,112 | 15,885 | 2.52% | 4.51% | 29 | -238,483 | -40.86% | Q3 2026 | Oct 21, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 333,834 | 15,366 | 4.06% | 4.34% | 30 | +15,475 | 4.86% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 290,185 | 14,026 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 277,774 | 12,785 | 1.89% | 1.99% | 32 | +4,875 | 1.79% | Q3 2026 | Nov 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 255,575 | 12,243 | 3.3% | 3.3% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 247,398 | 11,957 | 4.34% | 4.34% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 255,371 | 11,754 | 4.19% | 4.13% | 35 | +21,941 | 9.4% | Q3 2026 | Oct 14, 2026 |
| Allworth Financial LP | History | No change | 237,528 | 11,480 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 230,567 | 11,146 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citrine Capital LLC | History | Added to | 236,525 | 10,887 | 3.66% | 3.59% | 38 | +35,632 | 17.74% | Q3 2026 | Oct 13, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 220,214 | 10,136 | 2.87% | 2.68% | 39 | +22,202 | 11.21% | Q3 2026 | Oct 14, 2026 |
| Plancorp, LLC | History | Added to | 214,049 | 10,113 | 0.23% | 0.24% | 40 | +12,100 | 5.99% | Q3 2026 | Nov 02, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 218,100 | 10,039 | 0.48% | 0.65% | 41 | -62,794 | -22.36% | Q3 2026 | Oct 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 206,692 | 9,990 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 203,458 | 9,834 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 207,573 | 9,554 | 1.79% | 2.01% | 44 | -4,145 | -1.96% | Q3 2026 | Oct 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 205,326 | 9,451 | 3.58% | 3.36% | 45 | +27,089 | 15.2% | Q3 2026 | Oct 19, 2026 |
| Outbound Financial Inc | History | Added to | 194,616 | 8,958 | 5.7% | 5.9% | 46 | +6,112 | 3.24% | Q3 2026 | Oct 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 188,831 | 8,691 | 2.75% | 2.5% | 47 | +24,800 | 15.12% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 185,047 | 8,530 | 0.01% | 0.02% | 48 | -27,283 | -12.85% | Q3 2026 | Oct 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 181,363 | 8,348 | 0.14% | 0.14% | 49 | -8,265 | -4.36% | Q3 2026 | Oct 01, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 178,249 | 8,204 | 5.09% | 3.29% | 50 | +1,658 | 0.94% | Q3 2026 | Oct 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 176,874 | 8,141 | 0.06% | 0.07% | 51 | +14,273 | 8.78% | Q3 2026 | Oct 16, 2026 |
| 25 LLC | History | Reduced | 176,569 | 8,127 | 2.22% | 2.59% | 52 | -18,847 | -9.64% | Q3 2026 | Oct 13, 2026 |
| Compass Financial Group, Inc. | History | No change | 164,506 | 7,951 | 3.36% | 3.36% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RW Investment Management LLC | History | Added to | 168,658 | 7,763 | 0.69% | 0.7% | 54 | +4,453 | 2.71% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 153,321 | 7,410 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 152,320 | 7,362 | 3.95% | 3.95% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Wealth Management, LLC | History | Added to | 159,726 | 7,352 | 1.95% | 1.5% | 57 | +21,405 | 15.47% | Q3 2026 | Oct 30, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 158,600 | 7,300 | 2.11% | 2.58% | 58 | -15,600 | -8.96% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 150,351 | 6,920 | 0.23% | 0.2% | 59 | +43,089 | 40.17% | Q3 2026 | Oct 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 148,844 | 6,851 | 2.15% | 2.31% | 60 | -417 | -0.28% | Q3 2026 | Oct 15, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 138,008 | 6,352 | 1.89% | 2.05% | 61 | -12,585 | -8.36% | Q3 2026 | Oct 22, 2026 |
| BCO Wealth Management LLC | History | Added to | 128,922 | 5,934 | 3.2% | 2.96% | 62 | +16,785 | 14.97% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 119,155 | 5,759 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Johnson Wealth Management, LLC | History | No change | 116,659 | 5,638 | 2.39% | 2.39% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kings Path Partners LLC | History | Reduced | 117,577 | 5,412 | 1.42% | 1.52% | 65 | -746 | -0.63% | Q3 2026 | Oct 21, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 116,003 | 5,339 | 0.45% | 0.45% | 66 | +7,693 | 7.1% | Q3 2026 | Oct 28, 2026 |
| Tillman Hartley LLC | History | No change | 106,022 | 5,124 | 1.15% | 1.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 102,659 | 4,962 | 3.5% | 3.5% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Investment Services, Inc. | History | No change | 98,541 | 4,762 | 1.01% | 1.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 102,955 | 4,753 | 1.91% | 1.93% | 70 | +765 | 0.75% | Q3 2026 | Oct 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 98,704 | 4,543 | 0.45% | 0.42% | 71 | +10,455 | 11.85% | Q3 2026 | Oct 15, 2026 |
| Elequin Capital, LP | History | No change | 91,480 | 4,421 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 93,618 | 4,309 | 0.04% | 0.04% | 73 | +15,905 | 20.47% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,385 | 3,976 | 0.0% | 0.0% | 74 | +17,992 | 26.31% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 81,865 | 3,956 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 85,907 | 3,954 | 0.28% | 0.29% | 76 | +5,043 | 6.24% | Q3 2026 | Oct 22, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 79,330 | 3,834 | 0.3% | 0.3% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aurelius Family Office LLC | History | Added to | 82,821 | 3,812 | 1.52% | 1.54% | 78 | +2,158 | 2.68% | Q3 2026 | Oct 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 77,050 | 3,724 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 75,937 | 3,670 | 1.8% | 1.8% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 75,612 | 3,654 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 74,713 | 3,439 | 2.4% | 7.96% | 82 | -170,366 | -69.51% | Q3 2026 | Oct 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 69,540 | 3,361 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BWM Planning, LLC | History | No change | 68,662 | 3,318 | 0.77% | 0.77% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 71,466 | 3,289 | 2.1% | 1.69% | 85 | +1,010 | 1.43% | Q3 2026 | Oct 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 71,120 | 3,273 | 2.67% | 2.41% | 86 | +9,990 | 16.34% | Q3 2026 | Nov 05, 2026 |
| E-Wealth Partners, LLC | History | No change | 67,295 | 3,252 | 2.35% | 2.35% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 68,931 | 3,172 | 1.09% | 0.91% | 88 | +13,079 | 23.42% | Q3 2026 | Oct 16, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 67,191 | 3,092 | 1.15% | 1.39% | 89 | -7,910 | -10.53% | Q3 2026 | Nov 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 63,109 | 3,050 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friday Financial | History | Added to | 65,899 | 3,047 | 0.6% | 0.22% | 91 | +49,182 | 294.2% | Q3 2026 | Oct 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 64,921 | 2,988 | 0.03% | 0.04% | 92 | -4,209 | -6.09% | Q3 2026 | Oct 28, 2026 |
| Summit Wealth Group, LLC | History | No change | 61,832 | 2,988 | 0.61% | 0.61% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Note Advisors, LLC | History | No change | 61,502 | 2,972 | 1.29% | 1.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | New | 64,509 | 2,969 | 0.13% | — | 95 | +64,509 | New | Q3 2026 | Oct 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 61,691 | 2,839 | 0.14% | 0.15% | 96 | -2,633 | -4.09% | Q3 2026 | Oct 14, 2026 |
| Platform Wealth Management, LLC | History | No change | 57,058 | 2,757 | 1.01% | 1.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 56,893 | 2,749 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,157 | 2,722 | 0.02% | 0.01% | 99 | +20,677 | 53.73% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 57,839 | 2,662 | 0.02% | 0.02% | 100 | +1,725 | 3.07% | Q3 2026 | Oct 26, 2026 |
| GEM Asset Management, LLC | History | Reduced | 56,413 | 2,596 | 1.03% | 1.16% | 101 | -4,446 | -7.31% | Q3 2026 | Oct 13, 2026 |
| Meredith Wealth Planning | History | Reduced | 54,769 | 2,521 | 0.63% | 0.63% | 102 | -758 | -1.37% | Q3 2026 | Oct 14, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 52,074 | 2,396 | 0.93% | 0.99% | 103 | +184 | 0.35% | Q3 2026 | Oct 08, 2026 |
| Apollon Wealth Management, LLC | History | New | 50,724 | 2,334 | 0.03% | — | 104 | +50,724 | New | Q3 2026 | Oct 23, 2026 |
| Waverly Advisors, LLC | History | No change | 48,132 | 2,326 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 49,794 | 2,292 | 1.27% | 1.02% | 106 | +13,202 | 36.08% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,651 | 2,285 | 0.01% | 0.01% | 107 | -4,079 | -7.59% | Q3 2026 | Nov 02, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,690 | 2,241 | 0.24% | 0.26% | 108 | +5,604 | 13.01% | Q3 2026 | Oct 13, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 48,649 | 2,239 | 1.61% | 1.56% | 109 | +5,885 | 13.76% | Q3 2026 | Nov 02, 2026 |
| Family Capital Management, Inc. | History | Added to | 47,089 | 2,167 | 0.83% | 0.8% | 110 | +4,619 | 10.88% | Q3 2026 | Nov 03, 2026 |
| Warburton Capital Management, LLC | History | No change | 44,170 | 2,134 | 0.87% | 0.87% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JDH Wealth Management, LLC | History | Added to | 43,818 | 2,016 | 1.22% | 0.5% | 112 | +26,965 | 160.0% | Q3 2026 | Oct 19, 2026 |
| Concord Wealth Partners | History | Reduced | 42,596 | 1,960 | 0.23% | 0.26% | 113 | -4,094 | -8.77% | Q3 2026 | Oct 30, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 42,566 | 1,959 | 0.68% | 0.84% | 114 | -2,934 | -6.45% | Q3 2026 | Oct 27, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 42,511 | 1,956 | 0.31% | 0.62% | 115 | -32,522 | -43.34% | Q3 2026 | Oct 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 40,153 | 1,940 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEI INVESTMENTS CO | History | No change | 39,913 | 1,929 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 41,807 | 1,924 | 0.25% | 0.25% | 118 | +3,318 | 8.62% | Q3 2026 | Oct 30, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 41,750 | 1,921 | 1.08% | 1.18% | 119 | +4,500 | 12.08% | Q3 2026 | Oct 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 39,135 | 1,891 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triune Financial Partners, LLC | History | Added to | 40,988 | 1,886 | 0.39% | 0.35% | 121 | +6,761 | 19.75% | Q3 2026 | Nov 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 40,081 | 1,844 | 0.95% | 1.0% | 122 | +3,726 | 10.25% | Q3 2026 | Oct 29, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 39,669 | 1,825 | 0.64% | 0.55% | 123 | -720 | -1.78% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,640 | 1,818 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 37,722 | 1,818 | 0.39% | 0.39% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| White Wing Wealth Management | History | No change | 36,648 | 1,771 | 0.92% | 0.92% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Verisail Partners, LLC | History | Reduced | 38,066 | 1,752 | 0.65% | 0.78% | 127 | -5,199 | -12.02% | Q3 2026 | Oct 19, 2026 |
| HMV Wealth Advisors, LLC | History | New | 37,410 | 1,721 | 0.65% | — | 128 | +37,410 | New | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,251 | 1,703 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 34,895 | 1,686 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 34,431 | 1,664 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shearwater Capital LLC | History | Reduced | 35,899 | 1,652 | 0.78% | 0.92% | 132 | -3,892 | -9.78% | Q3 2026 | Oct 13, 2026 |
| Life Planning Partners, Inc | History | Added to | 35,740 | 1,645 | 1.31% | 0.35% | 133 | +25,956 | 265.29% | Q3 2026 | Oct 27, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 35,494 | 1,633 | 0.07% | — | 134 | +35,494 | New | Q3 2026 | Oct 30, 2026 |
| Betterment LLC | History | No change | 33,526 | 1,621 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | Added to | 35,163 | 1,618 | 0.08% | 0.08% | 136 | +121 | 0.35% | Q3 2026 | Oct 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 34,623 | 1,593 | 0.42% | 0.39% | 137 | +3,381 | 10.82% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,857 | 1,587 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 34,364 | 1,581 | 0.05% | 0.09% | 139 | -10,720 | -23.78% | Q3 2026 | Oct 13, 2026 |
| One Capital Management, LLC | History | No change | 32,810 | 1,572 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 33,368 | 1,535 | 0.65% | 0.64% | 141 | -179 | -0.53% | Q3 2026 | Oct 16, 2026 |
| WPWealth LLP | History | No change | 30,480 | 1,473 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 31,831 | 1,465 | 0.81% | 0.27% | 143 | +21,052 | 195.31% | Q3 2026 | Nov 02, 2026 |
| FF Advisors,LLC | History | Reduced | 31,743 | 1,461 | 0.53% | 1.0% | 144 | -23,450 | -42.49% | Q3 2026 | Oct 21, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 31,175 | 1,434 | 0.66% | 0.65% | 145 | +2,333 | 8.09% | Q3 2026 | Nov 02, 2026 |
| One Degree Advisors Inc | History | No change | 29,613 | 1,431 | 0.32% | 0.32% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | Added to | 30,659 | 1,411 | 0.01% | 0.01% | 147 | +1,805 | 6.26% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 29,183 | 1,410 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,950 | 1,302 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, LLC | History | No change | 26,847 | 1,297 | 0.27% | 0.27% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 26,560 | 1,283 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockwood Wealth Management, LLC | History | New | 27,046 | 1,244 | 0.07% | — | 152 | +27,046 | New | Q3 2026 | Oct 27, 2026 |
| ArborFi Advisors, LLC | History | No change | 25,521 | 1,233 | 0.89% | 0.89% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 25,201 | 1,218 | 0.32% | 0.32% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 26,328 | 1,211 | 0.27% | 0.49% | 155 | -17,412 | -39.81% | Q3 2026 | Oct 21, 2026 |
| Applied Capital LLC | History | No change | 25,037 | 1,210 | 0.39% | 0.39% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 25,930 | 1,193 | 0.8% | 1.05% | 157 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Plan, Inc. | History | No change | 24,574 | 1,187 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 24,726 | 1,138 | 1.08% | 0.88% | 159 | +5,528 | 28.79% | Q3 2026 | Oct 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 24,232 | 1,115 | 1.04% | 0.72% | 160 | -1,750 | -6.74% | Q3 2026 | Oct 09, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 22,552 | 1,090 | 0.69% | 0.69% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,598 | 1,086 | 0.02% | 0.03% | 162 | -9,554 | -28.82% | Q3 2026 | Oct 16, 2026 |
| Anson Capital, Inc. | History | Added to | 23,602 | 1,086 | 0.71% | 0.47% | 163 | +8,621 | 57.55% | Q3 2026 | Oct 23, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 22,886 | 1,053 | 0.52% | 0.55% | 164 | -363 | -1.56% | Q3 2026 | Oct 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 22,685 | 1,044 | 0.15% | 0.16% | 165 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,455 | 1,037 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 22,254 | 1,024 | 0.33% | 0.41% | 167 | -1 | -0.0% | Q3 2026 | Oct 27, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 22,234 | 1,023 | 0.87% | 1.35% | 168 | -10,662 | -32.41% | Q3 2026 | Oct 27, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 21,078 | 1,018 | 0.88% | 0.88% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 20,491 | 990 | 0.16% | 0.16% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 20,400 | 986 | 0.46% | 0.46% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 19,970 | 965 | 0.6% | 0.6% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 19,697 | 952 | 0.22% | 0.22% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 19,508 | 942 | 0.51% | 0.51% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 20,380 | 938 | 0.57% | 0.41% | 175 | +6,922 | 51.43% | Q3 2026 | Oct 27, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 20,240 | 931 | 0.24% | 0.33% | 176 | -7,425 | -26.84% | Q3 2026 | Oct 23, 2026 |
| Partners in Financial Planning | History | No change | 19,112 | 923 | 0.14% | 0.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Generations Wealth, LLC | History | No change | 18,598 | 898 | 0.85% | 0.85% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 18,094 | 874 | 0.47% | 0.47% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 17,735 | 857 | 0.21% | 0.21% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,594 | 856 | 0.0% | 0.0% | 181 | -14 | -0.08% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,081 | 825 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 17,610 | 810 | 0.01% | 0.02% | 183 | +356 | 2.06% | Q3 2026 | Oct 21, 2026 |
| Bernardo Wealth Planning LLC | History | New | 17,412 | 801 | 0.07% | — | 184 | +17,412 | New | Q3 2026 | Oct 23, 2026 |
| JP Wealth Management, Inc. | History | No change | 16,870 | 776 | 0.49% | 0.51% | 185 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,548 | 761 | 0.06% | 0.06% | 186 | -365 | -2.16% | Q3 2026 | Oct 19, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 16,472 | 758 | 0.37% | 1.38% | 187 | -44,706 | -73.08% | Q3 2026 | Oct 20, 2026 |
| Crews Bank & Trust | History | No change | 15,683 | 758 | 0.1% | 0.1% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 15,402 | 744 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | Added to | 16,092 | 740 | 0.08% | 0.03% | 190 | +10,377 | 181.57% | Q3 2026 | Oct 23, 2026 |
| Disciplined Investments, LLC | History | No change | 15,276 | 738 | 0.24% | 0.24% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBE Wealth Management, LLC | History | No change | 14,838 | 717 | 0.51% | 0.51% | 192 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 15,448 | 711 | 0.08% | 0.09% | 193 | +30 | 0.19% | Q3 2026 | Oct 20, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 14,619 | 706 | 0.26% | 0.26% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BDFS Capital LLC | History | Reduced | 14,766 | 679 | 0.33% | 0.49% | 195 | -8,464 | -36.44% | Q3 2026 | Oct 14, 2026 |
| Navigate Wealth Management, LLC | History | New | 13,937 | 644 | 0.39% | — | 196 | +13,937 | New | Q3 2026 | Oct 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 12,928 | 624 | 0.47% | 0.47% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGIONS FINANCIAL CORP | History | New | 13,390 | 616 | 0.0% | — | 198 | +13,390 | New | Q3 2026 | Nov 05, 2026 |
| Broadhurst Jeffrey B | History | No change | 12,000 | 580 | 1.23% | 1.23% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M Holdings Securities, Inc. | History | New | 12,305 | 566 | 0.04% | — | 200 | +12,305 | New | Q3 2026 | Nov 03, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 12,234 | 563 | 0.14% | 0.41% | 201 | -23,489 | -65.75% | Q3 2026 | Nov 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 12,216 | 562 | 0.17% | 0.18% | 202 | -62 | -0.5% | Q3 2026 | Oct 26, 2026 |
| Burton Enright Welch | History | Added to | 11,991 | 551 | 0.06% | 0.06% | 204 | +1,466 | 13.93% | Q3 2026 | Nov 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,416 | 551 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oath Planning, LLC | History | Added to | 11,454 | 527 | 0.34% | 0.33% | 205 | +2,178 | 23.48% | Q3 2026 | Oct 20, 2026 |
| Western Wealth Management, LLC | History | No change | 10,900 | 526 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 10,785 | 521 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 11,288 | 519 | 0.03% | — | 208 | +11,288 | New | Q3 2026 | Nov 03, 2026 |
| Iowa State Bank | History | No change | 11,271 | 518 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,570 | 511 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Added to | 11,026 | 507 | 0.18% | 0.2% | 212 | +15 | 0.14% | Q3 2026 | Nov 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,502 | 507 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 10,953 | 504 | 0.02% | 0.03% | 213 | +81 | 0.75% | Q3 2026 | Nov 05, 2026 |
| Beta Wealth Group, Inc. | History | No change | 10,355 | 500 | 0.19% | 0.19% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 10,825 | 498 | 0.4% | 1.02% | 215 | -16,925 | -60.99% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,284 | 497 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | Added to | 10,775 | 495 | 0.04% | 0.02% | 217 | +3,306 | 44.26% | Q3 2026 | Oct 28, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 10,622 | 488 | 0.1% | 0.11% | 218 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,600 | 487 | 0.12% | 0.1% | 219 | +1,800 | 20.45% | Q3 2026 | Oct 19, 2026 |
| Noble Wealth Partners LLC | History | No change | 9,545 | 461 | 0.4% | 0.4% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 9,476 | 458 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,005 | 435 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 9,344 | 432 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 8,734 | 422 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 8,698 | 420 | 0.2% | 0.2% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vantage Point Financial LLC | History | No change | 8,648 | 418 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 8,967 | 412 | 0.09% | 0.08% | 227 | +1,134 | 14.48% | Q3 2026 | Oct 20, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 8,480 | 390 | 0.32% | 0.34% | 228 | -225 | -2.58% | Q3 2026 | Oct 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 8,431 | 388 | 0.08% | 0.08% | 229 | +52 | 0.62% | Q3 2026 | Oct 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 8,045 | 388 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,021 | 387 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 8,320 | 382 | 0.09% | 0.09% | 232 | +371 | 4.67% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 7,845 | 379 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Reduced | 8,215 | 378 | 0.0% | 0.0% | 234 | -116 | -1.39% | Q3 2026 | Oct 28, 2026 |
| TABLEAUX LLC | History | Reduced | 8,085 | 372 | 0.15% | 0.18% | 235 | -617 | -7.09% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 7,646 | 369 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AA Financial Advisors, LLC | History | New | 7,813 | 359 | 0.04% | — | 237 | +7,813 | New | Q3 2026 | Oct 19, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 7,396 | 357 | 0.09% | 0.09% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 7,321 | 353 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 7,295 | 352 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,258 | 350 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,227 | 349 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roth Financial Partners LLC | History | New | 7,415 | 341 | 0.1% | — | 243 | +7,415 | New | Q3 2026 | Oct 06, 2026 |
| V2 Financial group LLC | History | No change | 6,961 | 336 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Advisory Group, LLC | History | No change | 6,815 | 329 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 6,627 | 320 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 6,912 | 318 | 0.09% | 0.1% | 247 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 6,749 | 310 | 0.0% | — | 248 | +6,749 | New | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 6,749 | 310 | 0.02% | — | 249 | +6,749 | New | Q3 2026 | Oct 23, 2026 |
| Foundry Financial LLC | History | Reduced | 6,732 | 309 | 0.1% | 0.16% | 251 | -3,336 | -33.13% | Q3 2026 | Oct 16, 2026 |
| Oceanside Advisors LLC | History | Added to | 6,731 | 309 | 0.19% | 0.15% | 250 | +360 | 5.65% | Q3 2026 | Nov 03, 2026 |
| Colonial Trust Co / SC | History | No change | 6,375 | 308 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | New | 6,548 | 301 | 0.03% | — | 253 | +6,548 | New | Q3 2026 | Nov 02, 2026 |
| Midwest Trust Co | History | Reduced | 6,493 | 298 | 0.0% | 0.0% | 254 | -276 | -4.08% | Q3 2026 | Oct 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 6,454 | 297 | 0.07% | 0.06% | 255 | +722 | 12.6% | Q3 2026 | Oct 27, 2026 |
| Argent Trust Co | History | No change | 6,000 | 290 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 6,230 | 286 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Envision Financial Planning, LLC | History | No change | 5,935 | 286 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Level Financial Advisors | History | Added to | 6,190 | 284 | 0.06% | 0.06% | 259 | +415 | 7.19% | Q3 2026 | Oct 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 6,164 | 283 | 0.01% | — | 261 | +6,164 | New | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | New | 6,149 | 283 | 0.01% | — | 260 | +6,149 | New | Q3 2026 | Nov 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,109 | 281 | 0.01% | 0.02% | 262 | +36 | 0.59% | Q3 2026 | Nov 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,795 | 280 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 6,025 | 277 | 0.03% | 0.03% | 264 | +553 | 10.11% | Q3 2026 | Oct 16, 2026 |
| Vigil Wealth Management, LLC | History | No change | 5,315 | 256 | 0.18% | 0.18% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,267 | 254 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 5,247 | 241 | 0.11% | — | 268 | +5,247 | New | Q3 2026 | Oct 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 5,241 | 241 | 0.11% | 0.13% | 267 | +108 | 2.1% | Q3 2026 | Oct 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 4,741 | 229 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Csenge Advisory Group | History | Reduced | 4,741 | 218 | 0.01% | 0.01% | 270 | -729 | -13.33% | Q3 2026 | Nov 04, 2026 |
| Trajan Wealth LLC | History | No change | 4,505 | 217 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 4,566 | 210 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,251 | 195 | 0.0% | 0.0% | 273 | -8,760 | -67.33% | Q3 2026 | Nov 05, 2026 |
| Navigoe, LLC | History | Reduced | 3,998 | 184 | 0.09% | 0.11% | 274 | -311 | -7.22% | Q3 2026 | Nov 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 3,557 | 171 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 3,554 | 163 | 0.11% | 0.13% | 276 | -296 | -7.69% | Q3 2026 | Oct 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,350 | 161 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 3,258 | 157 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,577 | 125 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,150 | 103 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,841 | 88 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,888 | 86 | 0.01% | 0.01% | 282 | +220 | 13.19% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,482 | 71 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | Reduced | 1,038 | 47 | 0.01% | 0.01% | 284 | -1 | -0.1% | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | Added to | 764 | 35 | 0.01% | 0.01% | 285 | +93 | 13.86% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 485 | 22 | 0.0% | 0.0% | 286 | +4 | 0.83% | Q3 2026 | Nov 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 412 | 19 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 391 | 17 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 319 | 14 | 0.0% | 0.0% | 289 | +2 | 0.63% | Q3 2026 | Oct 23, 2026 |
| RHL GROUP, LLC | History | Added to | 262 | 12 | 0.01% | 0.01% | 290 | +2 | 0.77% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 229 | 10 | 0.0% | — | 291 | +229 | New | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 202 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 125 | 5 | 0.0% | 0.0% | 293 | -30 | -19.35% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 119 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 98 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 47 | 2 | 0.0% | 0.0% | 296 | -2 | -4.08% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.83% | — | -73,634 | -100.0% | Q3 2026 | Oct 26, 2026 |
| PENNEY FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -35,448 | -100.0% | Q3 2026 | Oct 20, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,776 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Pioneer Wealth Management Group | History | Closed out | 0 | 0 | — | 0.26% | — | -22,599 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Solutions Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -14,392 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -11,237 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,769 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Five Oceans Advisors | History | Closed out | 0 | 0 | — | 0.13% | — | -8,605 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -7,594 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Willow Creek Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,442 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,163 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,440 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -710 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |