Dimensional ETF Trust - DFSU
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Solution LLC | History | No change | 5,478,280 | 255,452 | 49.95% | 49.95% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AWM CAPITAL, LLC | History | No change | 3,511,890 | 163,759 | 13.11% | 13.11% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 2,379,557 | 110,958 | 10.98% | 10.98% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 2,160,532 | 100,745 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASECO LLP | History | No change | 2,068,712 | 96,495 | 2.71% | 2.71% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Citrine Capital LLC | History | No change | 1,569,106 | 73,167 | 27.08% | 27.08% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,508,057 | 70,320 | 0.2% | 0.2% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,300,763 | 60,632 | 6.37% | 6.37% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 734,838 | 34,265 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 549,074 | 25,623 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 524,914 | 25,153 | 0.32% | 0.27% | 11 | +115,600 | 28.24% | Q3 2026 | Oct 08, 2026 |
| Five Oceans Advisors | History | No change | 489,837 | 22,841 | 7.34% | 7.34% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forum Financial Management, LP | History | No change | 471,383 | 21,980 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 460,197 | 21,458 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 415,678 | 19,715 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 419,670 | 19,569 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 416,292 | 19,411 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gibson Capital, LLC | History | No change | 375,765 | 17,521 | 2.87% | 2.87% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 341,750 | 15,935 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Simplicity Wealth,LLC | History | No change | 319,712 | 14,908 | 0.5% | 0.5% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triune Financial Partners, LLC | History | No change | 281,794 | 13,140 | 2.74% | 2.74% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 275,091 | 12,827 | 0.55% | 0.55% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Architects, LLC | History | No change | 267,678 | 12,481 | 0.99% | 0.99% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 267,228 | 12,460 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 257,533 | 12,008 | 4.61% | 4.61% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New Capital Management LP | History | No change | 247,912 | 11,560 | 2.63% | 2.63% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 246,132 | 11,477 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 242,897 | 11,326 | 0.49% | 0.49% | 28 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 233,340 | 10,880 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 210,940 | 9,836 | 0.49% | 0.49% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 206,975 | 9,651 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 194,776 | 9,082 | 0.99% | 0.99% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 194,319 | 9,061 | 4.64% | 4.64% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Center, Inc. | History | No change | 186,762 | 8,708 | 0.82% | 0.82% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 185,046 | 8,628 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 182,564 | 8,512 | 0.48% | 0.48% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 173,982 | 8,112 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equita Financial Network, Inc. | History | No change | 159,672 | 7,445 | 2.07% | 2.07% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Composition Wealth, LLC | History | No change | 158,946 | 7,411 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarity Wealth Development LLC | History | No change | 156,216 | 7,284 | 4.04% | 4.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 150,199 | 7,003 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 142,553 | 6,647 | 2.82% | 2.82% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAM Investment Partners, LLC | History | No change | 136,596 | 6,369 | 1.02% | 1.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Donalies Financial Planning, LLC | History | No change | 132,972 | 6,200 | 4.57% | 4.57% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 129,752 | 6,120 | 1.72% | 2.0% | 45 | -13,691 | -9.54% | Q3 2026 | Oct 07, 2026 |
| Vise Technologies, Inc. | History | No change | 131,054 | 6,111 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 129,700 | 6,047 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 129,060 | 6,018 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 124,962 | 5,894 | 0.04% | 0.02% | 49 | +83,191 | 199.16% | Q3 2026 | Oct 08, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 124,022 | 5,783 | 2.26% | 2.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Foster Group, Inc. | History | No change | 115,631 | 5,391 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 114,373 | 5,333 | 0.43% | 0.43% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Capital Management, LLC | History | No change | 111,535 | 5,200 | 1.15% | 1.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MB Generational Wealth, LLC | History | No change | 108,607 | 5,064 | 2.48% | 2.48% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 101,251 | 4,721 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 96,525 | 4,500 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northland Capital Management LLC | History | No change | 93,107 | 4,341 | 2.34% | 2.34% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 88,743 | 4,138 | 3.51% | 3.51% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 88,644 | 4,133 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Syverson Strege & Co | History | No change | 87,793 | 4,093 | 0.89% | 0.89% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 84,635 | 3,932 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 79,869 | 3,724 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 78,481 | 3,659 | 2.53% | 2.53% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 75,372 | 3,514 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Truepoint, Inc. | History | No change | 75,152 | 3,504 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Longview Financial Advisors LLC | History | No change | 71,062 | 3,313 | 1.64% | 1.64% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burton Enright Welch | History | No change | 67,495 | 3,147 | 0.37% | 0.37% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Level Financial Advisors | History | No change | 67,307 | 3,138 | 0.7% | 0.7% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Premier Financial Group | History | No change | 66,921 | 3,120 | 0.63% | 0.63% | 69 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 66,613 | 3,106 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 63,853 | 2,977 | 0.3% | 0.3% | 71 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Babb Wealth Advisors LLC | History | No change | 63,176 | 2,945 | 1.42% | 1.42% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 60,566 | 2,824 | 0.85% | 0.85% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Addison Advisors LLC | History | No change | 59,027 | 2,752 | 1.3% | 1.3% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 58,854 | 2,744 | 2.51% | 2.51% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BetterWealth, LLC | History | No change | 57,685 | 2,689 | 0.48% | 0.48% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SeedSafe Financial LLC | History | No change | 57,183 | 2,663 | 1.92% | 1.92% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 55,686 | 2,596 | 0.58% | 0.58% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 55,471 | 2,586 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| United Wealth Management, LLC | History | No change | 53,273 | 2,484 | 0.56% | 0.56% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| von Borstel & Associates, Inc. | History | No change | 53,075 | 2,474 | 0.51% | 0.51% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 50,697 | 2,465 | 0.8% | 0.8% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 51,542 | 2,403 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RW Investment Management LLC | History | No change | 51,315 | 2,392 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 49,386 | 2,302 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 48,915 | 2,280 | 1.46% | 1.46% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 48,082 | 2,242 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 47,690 | 2,223 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Broadhurst Jeffrey B | History | No change | 47,237 | 2,202 | 4.69% | 4.69% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 46,616 | 2,173 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 45,900 | 2,140 | 0.49% | 0.49% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 46,143 | 2,139 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | No change | 45,088 | 2,102 | 0.26% | 0.26% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 45,034 | 2,099 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 44,907 | 2,093 | 0.2% | 0.2% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 44,189 | 2,060 | 0.7% | 0.7% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 42,787 | 1,995 | 0.46% | 0.46% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 42,438 | 1,978 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cordant, Inc. | History | No change | 41,544 | 1,937 | 0.7% | 0.7% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 41,414 | 1,931 | 0.41% | 0.41% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 40,489 | 1,888 | 0.52% | 0.52% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 40,482 | 1,887 | 0.44% | 0.44% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,048 | 1,867 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 38,980 | 1,817 | 0.62% | 0.62% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wolfstich Capital, LLC | History | No change | 38,058 | 1,786 | 1.38% | 1.38% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Financial Group, LLC | History | No change | 37,745 | 1,760 | 0.56% | 0.55% | 106 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 7,103 | 1,726 | 0.83% | 0.83% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sellwood Investment Partners LLC | History | No change | 36,250 | 1,690 | 0.6% | 0.6% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 36,188 | 1,687 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mason & Associates Inc | History | No change | 36,097 | 1,683 | 0.27% | 0.27% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 35,144 | 1,638 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mills Wealth Advisors LLC | History | No change | 33,829 | 1,577 | 0.5% | 0.5% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 33,229 | 1,549 | 0.97% | 0.97% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 32,776 | 1,528 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 30,161 | 1,441 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 30,893 | 1,440 | 0.17% | 0.17% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EnRich Financial Partners LLC | History | No change | 30,759 | 1,434 | 0.34% | 0.34% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 30,454 | 1,420 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 30,004 | 1,399 | 0.34% | 0.34% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WPWealth LLP | History | No change | 28,913 | 1,348 | 0.2% | 0.2% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 28,241 | 1,316 | 0.27% | 0.27% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 28,020 | 1,306 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Financial Plan, Inc. | History | No change | 27,901 | 1,301 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Peak Finance LLC | History | No change | 27,046 | 1,261 | 0.61% | 0.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 27,039 | 1,260 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,950 | 1,256 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outbound Financial Inc | History | No change | 26,821 | 1,250 | 0.81% | 0.81% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 26,000 | 1,212 | 0.19% | 0.19% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 25,489 | 1,188 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meritas Wealth Management, LLC | History | No change | 24,651 | 1,149 | 0.45% | 0.45% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 24,514 | 1,143 | 0.22% | 0.22% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eaton-Cambridge Inc. | History | No change | 24,442 | 1,139 | 0.32% | 0.32% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 24,284 | 1,132 | 0.27% | 0.27% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shira Ridge Wealth Management | History | No change | 23,554 | 1,111 | 0.39% | 0.38% | 134 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Opulen Financial Group LLC | History | No change | 23,091 | 1,076 | 0.68% | 0.68% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFO Wealth Partners, LLC | History | No change | 21,996 | 1,025 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 21,409 | 998 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tanager Wealth Management LLP | History | No change | 21,255 | 991 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 21,112 | 984 | 0.83% | 0.83% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mariner, LLC | History | No change | 20,718 | 966 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 20,053 | 935 | 0.2% | 0.2% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | No change | 19,778 | 922 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Three Arch Wealth Management LLC | History | No change | 18,964 | 884 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 18,802 | 876 | 0.68% | 0.68% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 18,637 | 869 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Envision Financial Planning, LLC | History | No change | 18,480 | 861 | 0.28% | 0.28% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 18,463 | 860 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 18,410 | 858 | 0.7% | 0.7% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 18,148 | 856 | 0.47% | 0.45% | 149 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 18,313 | 853 | 0.34% | 0.34% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 18,265 | 851 | 0.2% | 0.2% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| E-Wealth Partners, LLC | History | No change | 18,239 | 850 | 0.61% | 0.61% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 17,946 | 836 | 0.43% | 0.43% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 17,740 | 827 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tillman Hartley LLC | History | No change | 17,174 | 800 | 0.18% | 0.18% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortoise Investment Management, LLC | History | No change | 17,000 | 792 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,980 | 791 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 16,816 | 784 | 0.18% | 0.18% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 16,150 | 753 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montis Financial, LLC | History | No change | 15,786 | 736 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Freedom Financial Partners LLC | History | No change | 15,585 | 726 | 0.24% | 0.24% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glassman Wealth Services | History | No change | 15,281 | 712 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 15,240 | 710 | 0.18% | 0.18% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,133 | 706 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 14,995 | 699 | 0.19% | 0.19% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,623 | 681 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 14,570 | 679 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 14,521 | 677 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,505 | 676 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 14,370 | 670 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 14,297 | 666 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGrath & Associates, Inc. | History | No change | 13,785 | 642 | 0.84% | 0.84% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,020 | 607 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 12,885 | 600 | 0.23% | 0.23% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 12,858 | 599 | 0.28% | 0.28% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 12,823 | 597 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 12,534 | 584 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,481 | 535 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 11,386 | 530 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 11,173 | 521 | 0.22% | 0.22% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Warburton Capital Management, LLC | History | No change | 11,117 | 518 | 0.21% | 0.21% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,973 | 511 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | No change | 10,537 | 491 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,241 | 477 | 0.22% | 0.22% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | No change | 10,175 | 474 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Passive Capital Management, LLC. | History | No change | 10,800 | 469 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colorado Capital Management, Inc. | History | No change | 9,928 | 463 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 9,642 | 449 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Shore Point Advisors, LLC | History | No change | 9,509 | 443 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 9,310 | 438 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 9,364 | 436 | 0.18% | 0.18% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trailhead Planners LLC | History | No change | 9,285 | 432 | 0.42% | 0.42% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 8,859 | 417 | 0.08% | 0.08% | 193 | +13 | 0.15% | Q3 2026 | Oct 09, 2026 |
| Geometric Wealth Advisors | History | No change | 8,792 | 409 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,697 | 405 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keystone Financial Group, Inc. | History | No change | 8,563 | 399 | 0.21% | 0.21% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 8,314 | 387 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,015 | 373 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 7,965 | 371 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foundry Financial LLC | History | No change | 7,968 | 371 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | No change | 7,926 | 369 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morton Capital Management LLC/CA | History | No change | 7,925 | 369 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisory Group LLC | History | No change | 7,877 | 367 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freedom Investment Management, Inc. | History | No change | 7,826 | 364 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,628 | 355 | 0.21% | 0.21% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Astra Wealth Partners LLC | History | No change | 7,553 | 352 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 7,313 | 341 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,311 | 340 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 7,291 | 339 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| marrick wealth, LLC | History | No change | 7,255 | 338 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 7,247 | 337 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 7,230 | 337 | 0.23% | 0.23% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 7,148 | 333 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MBE Wealth Management, LLC | History | No change | 7,063 | 329 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 6,906 | 322 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Austin Asset Management Co Inc | History | No change | 6,785 | 316 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,756 | 315 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 6,710 | 312 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 6,600 | 307 | 0.25% | 0.25% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 6,454 | 300 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 6,346 | 295 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 6,202 | 289 | 0.14% | 0.14% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 6,013 | 280 | 0.19% | 0.19% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BWM Planning, LLC | History | No change | 5,992 | 279 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanchez Levi Garrett | History | No change | 5,940 | 276 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 5,800 | 270 | 0.1% | 0.1% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 5,666 | 264 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 5,576 | 263 | 0.23% | 0.23% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 5,603 | 261 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 5,518 | 257 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CURIO WEALTH, LLC | History | No change | 5,392 | 251 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,221 | 243 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 5,015 | 233 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clarity Asset Management, Inc. | History | No change | 4,914 | 229 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,882 | 227 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 4,870 | 227 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gemmer Asset Management LLC | History | No change | 4,799 | 223 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageOak Financial, LLC | History | No change | 4,792 | 223 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,769 | 222 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 4,743 | 221 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 4,700 | 219 | 0.17% | 0.17% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oak Wealth Advisors LLC | History | No change | 4,560 | 212 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,499 | 209 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| One Degree Advisors Inc | History | No change | 4,423 | 207 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 4,375 | 204 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mission Financial Group, LLC | History | No change | 4,368 | 203 | 0.17% | 0.17% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Probability Advisors, LLC | History | No change | 4,325 | 201 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,167 | 194 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | No change | 3,656 | 170 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 3,514 | 163 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifeSteps Financial, Inc. | History | No change | 3,414 | 159 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,353 | 156 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 3,322 | 154 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clean Yield Group | History | No change | 3,028 | 141 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 3,023 | 140 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 2,901 | 135 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2,821 | 131 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burk Holdings LLC | History | No change | 2,568 | 119 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,306 | 107 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,132 | 99 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timmons Wealth Management, LLC | History | No change | 2,093 | 97 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,868 | 87 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,761 | 82 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 1,726 | 80 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,500 | 69 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,299 | 60 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,082 | 50 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 999 | 46 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 925 | 43 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Seneschal Advisors, LLC | History | No change | 740 | 34 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 632 | 29 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 538 | 25 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 388 | 18 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 337 | 15 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 298 | 13 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 204 | 9 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |