Dimensional ETF Trust - DFSD
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 | 7,253,853 | 346,371 | 0.35% | 0.35% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,339,321 | 302,703 | 2.57% | 2.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 5,830,255 | 271,981 | 3.45% | 3.65% | 3 | +409,368 | 7.55% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,880,784 | 185,307 | 1.56% | 1.56% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 3,654,844 | 174,518 | 0.51% | 0.51% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 3,637,085 | 173,670 | 6.75% | 6.75% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 3,490,783 | 166,684 | 1.89% | 1.89% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3,199,436 | 152,773 | 9.57% | 9.57% | 8 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Planning Center, Inc. | History | No change | 2,904,314 | 138,680 | 13.09% | 13.09% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,683,166 | 128,121 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,080,578 | 99,347 | 9.83% | 9.83% | 11 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Great Waters Wealth Management | History | Added to | 2,114,712 | 98,274 | 8.84% | 8.62% | 12 | +165,541 | 8.49% | Q3 2026 | Oct 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,996,685 | 95,341 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,756,850 | 83,889 | 6.15% | 6.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 1,519,287 | 72,545 | 35.72% | 35.72% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rather & Kittrell, Inc. | History | No change | 1,429,896 | 68,277 | 9.54% | 9.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,335,001 | 63,746 | 4.62% | 4.62% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 1,284,088 | 61,315 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,229,386 | 58,703 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WPWealth LLP | History | No change | 1,188,766 | 56,763 | 8.42% | 8.42% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 1,144,966 | 54,672 | 12.82% | 12.82% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | New | 1,111,336 | 51,645 | 1.4% | — | 22 | +1,111,336 | New | Q3 2026 | Oct 13, 2026 |
| 55 North Private Wealth, LLC | History | No change | 1,073,749 | 51,271 | 10.09% | 10.09% | 23 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,045,893 | 49,941 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Financial Plan, Inc. | History | No change | 1,038,034 | 49,566 | 4.7% | 4.7% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,033,379 | 49,343 | 15.31% | 15.31% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,008,448 | 48,153 | 7.7% | 7.7% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CPA Asset Management Group, LLC | History | No change | 980,940 | 46,839 | 13.49% | 13.49% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 972,134 | 46,419 | 7.46% | 7.46% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 903,188 | 43,127 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Altiora Financial Group, LLC | History | No change | 876,910 | 41,872 | 6.6% | 6.6% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 857,876 | 40,963 | 13.69% | 13.69% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 873,006 | 40,570 | 4.53% | 4.33% | 33 | +77,335 | 9.72% | Q3 2026 | Oct 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 847,823 | 40,483 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 812,642 | 38,803 | 15.3% | 15.3% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthquest Corp | History | No change | 804,122 | 38,396 | 2.42% | 2.42% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elser Financial Planning, Inc | History | No change | 798,092 | 38,108 | 1.65% | 1.65% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MASECO LLP | History | No change | 772,357 | 36,872 | 1.04% | 1.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 771,244 | 36,826 | 10.39% | 10.39% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 663,877 | 31,574 | 6.82% | 6.82% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 640,173 | 30,568 | 4.03% | 4.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 629,274 | 29,243 | 7.43% | 4.4% | 42 | +308,141 | 95.95% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 624,004 | 28,998 | 0.2% | 0.22% | 43 | +44,284 | 7.64% | Q3 2026 | Oct 08, 2026 |
| Mattern Wealth Management LLC | History | No change | 604,523 | 28,865 | 4.74% | 4.74% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 601,233 | 28,708 | 10.43% | 10.43% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 581,099 | 27,747 | 4.8% | 4.8% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 549,062 | 26,217 | 2.07% | 2.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 541,966 | 25,878 | 10.33% | 10.33% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 555,735 | 25,826 | 3.67% | 8.64% | 49 | -715,776 | -56.29% | Q3 2026 | Oct 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 538,926 | 25,733 | 6.0% | 6.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Partners, LLC | History | No change | 529,635 | 25,290 | 11.76% | 11.76% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 528,603 | 25,240 | 3.35% | 3.35% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wolfstich Capital, LLC | History | No change | 511,749 | 24,436 | 18.87% | 18.87% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 510,500 | 24,376 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 506,127 | 24,167 | 13.13% | 13.13% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 498,269 | 23,792 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guardian Wealth Management, LLC | History | No change | 489,267 | 23,362 | 6.55% | 6.55% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestment Financial LLC | History | Added to | 501,820 | 23,319 | 10.42% | 10.53% | 58 | +9,084 | 1.84% | Q3 2026 | Oct 13, 2026 |
| AWM CAPITAL, LLC | History | No change | 464,611 | 22,185 | 1.78% | 1.78% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Three Arch Wealth Management LLC | History | No change | 458,148 | 21,876 | 3.36% | 3.36% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 454,790 | 21,716 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacific Asset Management, LLC | History | No change | 448,747 | 21,427 | 10.51% | 10.51% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Factor Wealth Management LTD | History | Reduced | 437,367 | 20,325 | 3.11% | 3.76% | 63 | -83,734 | -16.07% | Q3 2026 | Oct 08, 2026 |
| Verisail Partners, LLC | History | No change | 423,424 | 20,218 | 7.49% | 7.49% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SageOak Financial, LLC | History | No change | 418,286 | 19,973 | 12.99% | 12.99% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 411,277 | 19,638 | 1.25% | 1.25% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 408,896 | 19,524 | 7.03% | 7.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 408,555 | 19,509 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova R Wealth, Inc. | History | No change | 406,451 | 19,408 | 5.66% | 5.66% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 406,393 | 19,405 | 1.21% | 1.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tillman Hartley LLC | History | No change | 405,530 | 19,364 | 4.35% | 4.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 404,463 | 19,313 | 6.41% | 6.41% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 391,353 | 18,687 | 4.65% | 4.65% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 389,887 | 18,617 | 4.98% | 4.98% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Management, Inc. | History | No change | 389,336 | 18,590 | 2.67% | 2.67% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 386,994 | 18,478 | 0.58% | 0.58% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 386,011 | 18,432 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | No change | 365,502 | 17,452 | 5.88% | 5.88% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BCO Wealth Management LLC | History | No change | 357,978 | 17,093 | 9.32% | 9.32% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DRAVO BAY LLC | History | No change | 352,796 | 16,845 | 5.83% | 5.83% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 352,635 | 16,838 | 1.73% | 1.73% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 347,791 | 16,607 | 2.51% | 2.51% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Degree Advisors Inc | History | No change | 346,273 | 16,524 | 3.69% | 3.69% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 345,242 | 16,485 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 343,272 | 16,392 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Planning, LLC. | History | No change | 338,620 | 16,169 | 4.57% | 4.57% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 338,127 | 16,145 | 0.8% | 0.8% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 328,907 | 15,705 | 2.65% | 2.65% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 327,035 | 15,616 | 5.22% | 5.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shira Ridge Wealth Management | History | Added to | 321,666 | 14,948 | 5.2% | 4.94% | 90 | +25,262 | 8.52% | Q3 2026 | Oct 08, 2026 |
| Oceanside Advisors LLC | History | No change | 313,001 | 14,945 | 7.54% | 7.54% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 309,664 | 14,832 | 1.85% | 1.85% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Friday Financial | History | Added to | 318,461 | 14,827 | 2.93% | 3.51% | 93 | +43,880 | 15.98% | Q3 2026 | Oct 09, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 305,400 | 14,582 | 2.77% | 2.77% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 301,973 | 14,419 | 3.76% | 3.76% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Wealth Management, LLC | History | No change | 298,214 | 14,239 | 6.03% | 6.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 291,673 | 13,927 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | No change | 291,464 | 13,917 | 4.49% | 4.49% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 288,828 | 13,791 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 287,212 | 13,714 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 284,950 | 13,606 | 9.43% | 9.43% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | No change | 284,141 | 13,567 | 3.11% | 3.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 282,386 | 13,483 | 0.49% | 0.49% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 280,039 | 13,371 | 1.17% | 1.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Investment Management, LLC | History | No change | 278,096 | 13,279 | 0.26% | 0.26% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mills Wealth Advisors LLC | History | No change | 277,521 | 13,251 | 4.17% | 4.17% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 276,647 | 13,209 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 276,507 | 13,203 | 1.6% | 1.6% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Live Oak Private Wealth LLC | History | No change | 261,804 | 12,501 | 1.56% | 1.56% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 257,184 | 12,280 | 2.84% | 2.84% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Selective Wealth Management, Inc. | History | No change | 254,953 | 12,163 | 3.19% | 3.19% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 250,724 | 11,972 | 2.76% | 2.76% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 247,116 | 11,800 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 242,586 | 11,583 | 1.33% | 1.33% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fonville Wealth Management LLC | History | No change | 242,300 | 11,569 | 1.89% | 1.89% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 238,451 | 11,386 | 3.5% | 3.5% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Passive Capital Management, LLC. | History | No change | 232,508 | 11,148 | 3.49% | 3.49% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| von Borstel & Associates, Inc. | History | No change | 230,715 | 11,016 | 2.26% | 2.26% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yardley Wealth Management LLC | History | No change | 229,981 | 10,981 | 4.99% | 4.99% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WorthPointe, LLC | History | No change | 227,916 | 10,882 | 2.73% | 2.73% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 223,962 | 10,694 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 217,274 | 10,374 | 3.18% | 3.18% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 205,637 | 9,701 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 196,622 | 9,388 | 3.57% | 3.57% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Investment Group, Inc. | History | No change | 196,249 | 9,370 | 1.26% | 1.26% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AA Financial Advisors, LLC | History | No change | 196,207 | 9,368 | 1.13% | 1.13% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HBE Wealth Management, LLC | History | No change | 193,228 | 9,226 | 6.63% | 6.63% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Peirce Capital Management, LLC | History | No change | 192,512 | 9,192 | 3.37% | 3.37% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 197,358 | 9,171 | 0.26% | 0.48% | 129 | -47,410 | -19.37% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 195,976 | 9,148 | 0.01% | 0.02% | 130 | +7,710 | 4.1% | Q3 2026 | Oct 13, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 191,280 | 8,889 | 5.97% | 6.46% | 131 | +29,520 | 18.25% | Q3 2026 | Oct 13, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 183,426 | 8,758 | 6.81% | 6.81% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 182,259 | 8,702 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meredith Wealth Planning | History | No change | 180,461 | 8,616 | 2.03% | 2.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belleair Asset Management, LLC | History | No change | 179,967 | 8,593 | 7.23% | 7.23% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 178,238 | 8,510 | 3.13% | 3.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 177,901 | 8,494 | 0.82% | 0.82% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 176,070 | 8,407 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 172,820 | 8,252 | 1.49% | 1.49% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 170,659 | 8,148 | 3.89% | 3.89% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 173,941 | 8,083 | 0.23% | 0.24% | 141 | -227 | -0.13% | Q3 2026 | Oct 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 168,878 | 8,063 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 168,323 | 8,037 | 2.45% | 2.45% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 167,359 | 7,991 | 6.06% | 6.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Squire Investment Management Company, LLC | History | No change | 164,537 | 7,856 | 1.89% | 1.89% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aerodigm Wealth, LLC | History | No change | 161,754 | 7,723 | 2.61% | 2.61% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RCS Financial Planning, LLC | History | No change | 160,545 | 7,666 | 3.63% | 3.63% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 158,867 | 7,585 | 0.51% | 0.51% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Burk Holdings LLC | History | No change | 158,862 | 7,585 | 2.8% | 2.8% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 162,936 | 7,571 | 0.13% | 0.12% | 150 | +18,213 | 12.58% | Q3 2026 | Oct 13, 2026 |
| Parker Financial LLC | History | No change | 156,510 | 7,459 | 2.73% | 2.73% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 155,449 | 7,422 | 1.49% | 1.49% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 151,303 | 7,224 | 5.25% | 5.25% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BDFS Capital LLC | History | No change | 150,110 | 7,167 | 3.12% | 3.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 145,907 | 6,967 | 3.77% | 3.77% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Index Fund Advisors, Inc. | History | No change | 144,597 | 6,904 | 0.27% | 0.27% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Babb Wealth Advisors LLC | History | No change | 140,830 | 6,724 | 3.24% | 3.24% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 142,824 | 6,637 | 1.55% | 1.55% | 158 | +3,299 | 2.36% | Q3 2026 | Oct 09, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 138,659 | 6,620 | 5.0% | 5.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kooman & Associates | History | No change | 131,485 | 6,278 | 1.69% | 1.69% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| White Wing Wealth Management | History | No change | 131,430 | 6,275 | 3.27% | 3.27% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 130,732 | 6,242 | 3.35% | 3.35% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 132,733 | 6,168 | 3.29% | 3.5% | 163 | -7,090 | -5.07% | Q3 2026 | Oct 13, 2026 |
| SpringVest Wealth Management LLC | History | No change | 125,853 | 6,009 | 3.78% | 3.78% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 123,538 | 5,838 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 123,538 | 5,838 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 119,350 | 5,698 | 3.29% | 3.29% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 119,003 | 5,682 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Torren Management, LLC | History | No change | 118,156 | 5,641 | 2.87% | 2.87% | 169 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Invst, LLC | History | No change | 117,299 | 5,601 | 0.55% | 0.55% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | No change | 117,090 | 5,591 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 116,407 | 5,558 | 0.19% | 0.19% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 115,891 | 5,533 | 1.44% | 1.44% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisory Group LLC | History | No change | 114,710 | 5,477 | 0.3% | 0.3% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 113,761 | 5,432 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITIGROUP INC | History | No change | 111,928 | 5,344 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 110,943 | 5,297 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspirean Wealth, LLC | History | No change | 110,227 | 5,263 | 4.89% | 4.89% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 109,766 | 5,101 | 4.74% | 2.76% | 179 | +9,025 | 8.96% | Q3 2026 | Oct 09, 2026 |
| Corient Private Wealth LP | History | No change | 106,566 | 5,088 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Prism Planning Partners LLC | History | No change | 106,528 | 5,086 | 5.38% | 5.38% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 108,828 | 5,080 | 0.14% | 0.17% | 182 | -13,086 | -10.73% | Q3 2026 | Oct 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 104,868 | 5,024 | 2.54% | 2.54% | 183 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| XY Planning Network, Inc. | History | No change | 104,472 | 4,988 | 0.63% | 0.63% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 104,325 | 4,981 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 103,146 | 4,925 | 1.81% | 1.81% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 101,644 | 4,858 | 1.54% | 1.54% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 101,731 | 4,857 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 101,612 | 4,851 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 99,552 | 4,753 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 96,593 | 4,612 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mustard Seed Financial, LLC | History | No change | 95,457 | 4,558 | 2.37% | 2.37% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 94,969 | 4,532 | 0.46% | 0.46% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 94,492 | 4,511 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chico Wealth RIA | History | No change | 93,864 | 4,482 | 2.34% | 2.34% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 91,503 | 4,369 | 1.71% | 1.71% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 87,060 | 4,157 | 0.45% | 0.45% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shore Point Advisors, LLC | History | No change | 87,024 | 4,155 | 1.42% | 1.42% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 85,057 | 4,061 | 1.56% | 1.56% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Outbound Financial Inc | History | Added to | 87,098 | 4,047 | 2.57% | 2.69% | 200 | +4 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 82,902 | 3,958 | 1.38% | 1.38% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sowell Financial Services LLC | History | No change | 81,308 | 3,882 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RFG Advisory, LLC | History | No change | 81,272 | 3,880 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SeedSafe Financial LLC | History | No change | 79,477 | 3,795 | 2.73% | 2.73% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 78,622 | 3,754 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 76,895 | 3,671 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MB Generational Wealth, LLC | History | No change | 75,093 | 3,585 | 1.76% | 1.76% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 72,778 | 3,475 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 72,307 | 3,452 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 71,979 | 3,436 | 0.84% | 0.84% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TCP Asset Management, LLC | History | No change | 71,241 | 3,401 | 0.39% | 0.39% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspire Private Capital, LLC | History | No change | 71,210 | 3,400 | 0.7% | 0.7% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 71,240 | 3,310 | 0.31% | 0.38% | 213 | -14,688 | -17.09% | Q3 2026 | Oct 08, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 69,394 | 3,309 | 1.57% | 1.57% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 68,460 | 3,268 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 68,711 | 3,193 | 0.63% | 0.59% | 216 | +10,791 | 18.63% | Q3 2026 | Oct 05, 2026 |
| Creative Planning | History | No change | 65,221 | 3,114 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Powerhouse Assets LLC | History | No change | 63,824 | 3,047 | 2.48% | 2.48% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 63,021 | 3,009 | 0.1% | 0.1% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 61,074 | 2,916 | 0.38% | 0.38% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 60,763 | 2,901 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 59,382 | 2,835 | 0.69% | 0.69% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 58,346 | 2,786 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 58,074 | 2,776 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProCore Advisors, LLC | History | No change | 57,258 | 2,734 | 3.39% | 3.39% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 56,922 | 2,718 | 0.93% | 0.93% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 56,883 | 2,710 | 0.26% | 0.26% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 52,867 | 2,524 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 52,591 | 2,511 | 1.01% | 1.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 52,183 | 2,491 | 2.11% | 2.11% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50,762 | 2,427 | 0.56% | 0.56% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 50,745 | 2,423 | 0.88% | 0.88% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 50,257 | 2,402 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Five Oceans Advisors | History | No change | 49,395 | 2,358 | 0.76% | 0.76% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Investment Services, Inc. | History | No change | 47,901 | 2,287 | 0.48% | 0.48% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Narus Financial Partners, LLC | History | No change | 47,509 | 2,268 | 0.58% | 0.58% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 47,371 | 2,261 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 47,352 | 2,261 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 46,962 | 2,242 | 0.72% | 0.72% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tassel Capital Management, Inc. | History | No change | 46,483 | 2,219 | 1.04% | 1.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC | History | No change | 45,367 | 2,166 | 0.7% | 0.7% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 45,153 | 2,156 | 0.65% | 0.65% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 46,331 | 2,153 | 0.85% | 0.91% | 243 | -4,392 | -8.66% | Q3 2026 | Oct 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 43,815 | 2,092 | 1.49% | 1.49% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Barry Investment Advisors, LLC | History | No change | 42,134 | 2,011 | 0.42% | 0.42% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 41,056 | 1,960 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 39,971 | 1,908 | 1.34% | 1.34% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 39,305 | 1,881 | 1.25% | 1.25% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 38,194 | 1,823 | 0.88% | 0.88% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 37,826 | 1,806 | 0.94% | 0.94% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 37,798 | 1,804 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | No change | 37,638 | 1,797 | 0.42% | 0.42% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aegis Wealth Management LLC | History | No change | 36,666 | 1,750 | 0.82% | 0.82% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 35,064 | 1,674 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Wealth Management, LLC | History | No change | 34,966 | 1,669 | 0.77% | 0.77% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JDH Wealth Management, LLC | History | No change | 34,705 | 1,657 | 1.01% | 1.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 33,899 | 1,618 | 0.62% | 0.62% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 33,872 | 1,617 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forza Wealth Management, LLC | History | No change | 33,200 | 1,585 | 0.49% | 0.49% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 33,020 | 1,576 | 0.49% | 0.49% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BetterWealth, LLC | History | No change | 32,981 | 1,574 | 0.28% | 0.28% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 32,057 | 1,530 | 0.25% | 0.25% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Advisors | History | No change | 31,623 | 1,509 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 31,535 | 1,505 | 0.49% | 0.49% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 31,216 | 1,490 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 31,048 | 1,482 | 1.1% | 1.1% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 30,866 | 1,473 | 0.82% | 0.82% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | No change | 30,180 | 1,428 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 29,899 | 1,427 | 0.44% | 0.44% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,795 | 1,422 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| E-Wealth Partners, LLC | History | No change | 29,799 | 1,422 | 1.03% | 1.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Advisors Network LLC | History | No change | 29,451 | 1,406 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StrongBox Wealth, LLC | History | No change | 29,375 | 1,402 | 0.4% | 0.4% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 29,351 | 1,401 | 0.44% | 0.44% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 30,020 | 1,395 | 0.37% | 0.33% | 275 | +1,382 | 4.83% | Q3 2026 | Oct 09, 2026 |
| Merit Financial Group, LLC | History | No change | 28,369 | 1,354 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 28,228 | 1,347 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 28,180 | 1,345 | 0.85% | 0.85% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 27,068 | 1,293 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geometric Wealth Advisors | History | No change | 26,865 | 1,282 | 0.14% | 0.14% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 26,366 | 1,258 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 26,138 | 1,236 | 0.33% | 0.33% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 25,023 | 1,194 | 0.28% | 0.28% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 24,528 | 1,171 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CSP Financial Group, LLC | History | No change | 24,506 | 1,170 | 1.0% | 1.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 24,345 | 1,162 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 23,760 | 1,134 | 0.65% | 0.65% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 23,700 | 1,131 | 0.79% | 0.79% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 23,588 | 1,126 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 22,292 | 1,064 | 1.37% | 1.37% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 21,999 | 1,050 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Two West Capital Advisors LLC | History | No change | 22,012 | 1,049 | 0.52% | 0.52% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 21,823 | 1,042 | 0.41% | 0.41% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 20,919 | 972 | 0.44% | 0.19% | 294 | +12,146 | 138.45% | Q3 2026 | Oct 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,102 | 912 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 19,111 | 912 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 19,099 | 911 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 19,073 | 910 | 0.16% | 0.16% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blossom Wealth Management | History | No change | 18,757 | 895 | 1.26% | 1.26% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 18,694 | 892 | 0.12% | 0.12% | 300 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |