Dimensional ETF Trust - DFSV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | No change | 25,008,847 | 976,121 | 2.87% | 2.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,632,230 | 257,264 | 2.24% | 2.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,311,245 | 244,813 | 5.91% | 5.91% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 4,701,833 | 182,384 | 0.19% | 0.19% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 4,700,364 | 182,327 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 4,469,361 | 173,366 | 0.21% | 0.21% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,069,099 | 157,840 | 2.35% | 2.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 3,243,839 | 125,828 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,947,946 | 114,350 | 1.22% | 1.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Index Fund Advisors, Inc. | History | No change | 2,844,072 | 110,321 | 4.38% | 4.38% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,666,992 | 103,452 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,378,365 | 92,256 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,360,503 | 91,563 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,225,817 | 86,339 | 0.73% | 0.73% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 2,187,449 | 84,851 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,151,928 | 83,473 | 9.01% | 9.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,970,745 | 76,445 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,704,969 | 66,135 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,486,102 | 57,645 | 0.54% | 0.54% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,332,487 | 51,687 | 0.2% | 0.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,300,634 | 50,451 | 4.99% | 4.99% | 21 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Truepoint, Inc. | History | No change | 1,193,913 | 46,311 | 0.97% | 0.97% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evanson Financial, LLC | History | No change | 1,160,147 | 45,002 | 2.2% | 2.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,142,603 | 44,929 | 0.56% | 0.56% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 1,030,836 | 39,986 | 2.68% | 2.68% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 1,027,285 | 39,848 | 7.1% | 7.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,023,556 | 39,703 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 968,729 | 37,582 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 940,148 | 36,468 | 3.75% | 3.75% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 930,059 | 36,076 | 0.49% | 0.49% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elser Financial Planning, Inc | History | No change | 923,575 | 35,825 | 1.55% | 1.55% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 922,462 | 35,782 | 8.84% | 8.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 913,553 | 35,436 | 6.49% | 6.49% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 905,466 | 35,123 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Wealth Management, LLC | History | No change | 904,345 | 35,079 | 7.89% | 7.89% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 873,274 | 33,874 | 2.68% | 2.68% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 848,190 | 32,901 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| von Borstel & Associates, Inc. | History | No change | 839,017 | 32,545 | 6.67% | 6.67% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 826,860 | 32,082 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 805,623 | 31,250 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hassell Wealth Management, LLC | History | No change | 770,951 | 29,442 | 9.03% | 9.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Zhang Financial LLC | History | No change | 750,732 | 29,120 | 0.85% | 0.85% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 734,781 | 28,502 | 2.07% | 2.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rather & Kittrell, Inc. | History | No change | 719,089 | 27,893 | 3.9% | 3.9% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 714,818 | 27,727 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 714,197 | 27,704 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 704,492 | 27,327 | 0.85% | 0.85% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 665,532 | 25,815 | 0.22% | 0.22% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Solution LLC | History | No change | 658,005 | 25,524 | 4.99% | 4.99% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 644,635 | 25,005 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 594,768 | 23,332 | 0.47% | 0.47% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 587,003 | 22,769 | 4.08% | 4.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integris Wealth Management, LLC | History | No change | 585,899 | 22,727 | 4.59% | 4.59% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 584,076 | 22,656 | 5.23% | 5.23% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 565,017 | 21,917 | 7.47% | 7.47% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Krilogy Financial LLC | History | No change | 562,531 | 21,820 | 0.65% | 0.65% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 539,438 | 20,924 | 0.33% | 0.33% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 516,208 | 20,023 | 5.24% | 5.24% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 512,087 | 19,864 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Wealth Development LLC | History | No change | 511,635 | 19,846 | 11.02% | 11.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equita Financial Network, Inc. | History | No change | 505,882 | 19,623 | 5.45% | 5.45% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 502,590 | 19,495 | 5.88% | 5.88% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 492,276 | 19,095 | 0.39% | 0.39% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 486,019 | 18,852 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 465,072 | 18,040 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 462,453 | 17,938 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 461,103 | 17,886 | 2.27% | 2.27% | 67 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Well Done, LLC | History | No change | 457,938 | 17,763 | 2.39% | 2.39% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 446,524 | 17,320 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 442,556 | 17,166 | 1.74% | 1.74% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 438,349 | 17,007 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timonier Family Office, LTD. | History | No change | 436,101 | 16,916 | 4.78% | 4.78% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 433,153 | 16,802 | 8.34% | 8.34% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 425,967 | 16,523 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oceanside Advisors LLC | History | No change | 422,944 | 16,405 | 8.28% | 8.28% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 413,454 | 16,037 | 2.58% | 2.58% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 412,020 | 15,982 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 411,042 | 15,944 | 6.05% | 6.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trust Co of the South | History | No change | 402,318 | 15,606 | 2.2% | 2.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 393,241 | 15,253 | 0.38% | 0.38% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenline Partners, LLC | History | No change | 388,109 | 15,054 | 1.53% | 1.53% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 386,270 | 14,983 | 1.16% | 1.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 373,465 | 14,486 | 0.23% | 0.23% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Navigoe, LLC | History | No change | 373,205 | 14,476 | 7.57% | 7.57% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 368,604 | 14,298 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avant Financial Advisors LLC | History | No change | 361,776 | 14,033 | 8.74% | 8.74% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 349,124 | 13,542 | 0.62% | 0.62% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 348,538 | 13,519 | 4.52% | 4.52% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 348,145 | 13,504 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 341,522 | 13,247 | 2.14% | 2.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abel Hall, LLC | History | No change | 336,098 | 13,037 | 2.25% | 2.25% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 334,579 | 12,978 | 5.07% | 5.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plancorp, LLC | History | No change | 327,279 | 12,724 | 0.31% | 0.31% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 321,963 | 12,488 | 2.9% | 2.9% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 321,443 | 12,468 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Architects, LLC | History | No change | 320,155 | 12,418 | 5.95% | 5.95% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 312,283 | 12,113 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 312,283 | 12,113 | 0.72% | 0.72% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCS Financial Planning, LLC | History | No change | 301,701 | 11,702 | 5.54% | 5.54% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 299,230 | 11,607 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 296,902 | 11,516 | 4.34% | 4.34% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspen Capital Management, LLC | History | No change | 295,557 | 11,464 | 2.53% | 2.53% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waterford Advisors, LLC | History | No change | 288,532 | 11,448 | 3.12% | 3.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 292,404 | 11,342 | 0.85% | 0.85% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 292,001 | 11,326 | 3.08% | 3.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SeedSafe Financial LLC | History | No change | 291,331 | 11,298 | 8.14% | 8.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | No change | 287,747 | 11,161 | 0.43% | 0.43% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 287,011 | 11,133 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 284,606 | 11,040 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CSP Financial Group, LLC | History | No change | 282,436 | 10,955 | 9.34% | 9.34% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 275,885 | 10,701 | 7.54% | 7.54% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 271,116 | 10,516 | 0.92% | 0.92% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freedom Investment Management, Inc. | History | No change | 270,084 | 10,476 | 2.92% | 2.92% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 265,203 | 10,313 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigate Wealth Management, LLC | History | No change | 257,060 | 10,158 | 6.29% | 6.29% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 255,925 | 9,927 | 0.43% | 0.43% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 253,868 | 9,847 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 241,894 | 9,593 | 1.27% | 1.27% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 242,314 | 9,399 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | No change | 238,078 | 9,235 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 235,090 | 9,119 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | No change | 217,958 | 8,454 | 2.85% | 2.85% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 215,539 | 8,360 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 210,956 | 8,343 | 2.25% | 2.25% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 215,024 | 8,340 | 4.58% | 4.58% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 214,544 | 8,322 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 209,792 | 8,137 | 1.88% | 1.88% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AA Financial Advisors, LLC | History | No change | 208,497 | 8,087 | 0.97% | 0.97% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 205,689 | 7,978 | 3.9% | 3.9% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantage Point Financial LLC | History | No change | 204,299 | 7,924 | 2.42% | 2.42% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 202,076 | 7,838 | 1.91% | 1.91% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 200,854 | 7,791 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 203,817 | 7,637 | 1.58% | 1.62% | 133 | -921 | -0.45% | Q3 2026 | Oct 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 193,526 | 7,506 | 3.93% | 3.93% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lantz Financial LLC | History | No change | 191,670 | 7,434 | 1.36% | 1.36% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| B&D White Capital Company, LLC | History | No change | 190,336 | 7,383 | 0.73% | 0.73% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 189,323 | 7,343 | 2.77% | 2.77% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 185,408 | 7,191 | 1.87% | 1.87% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | No change | 184,039 | 7,138 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 183,655 | 7,123 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | No change | 171,402 | 6,648 | 0.83% | 0.83% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 170,246 | 6,603 | 0.48% | 0.48% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 166,367 | 6,452 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 166,186 | 6,446 | 0.67% | 0.67% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 160,505 | 6,226 | 3.11% | 3.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Investment Services, Inc. | History | No change | 155,852 | 6,045 | 1.28% | 1.28% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 154,570 | 5,995 | 3.23% | 3.23% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 154,266 | 5,983 | 5.7% | 5.7% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| V2 Financial group LLC | History | No change | 152,178 | 5,902 | 2.2% | 2.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richardson Capital Management LLC | History | No change | 151,929 | 5,893 | 2.52% | 2.52% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Burk Holdings LLC | History | No change | 150,184 | 5,825 | 2.15% | 2.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 144,475 | 5,604 | 4.25% | 4.25% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Level Financial Advisors | History | No change | 143,779 | 5,577 | 1.25% | 1.25% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quent Capital, LLC | History | No change | 140,280 | 5,441 | 0.33% | 0.33% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fermata Advisors, LLC | History | No change | 135,874 | 5,270 | 1.07% | 1.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forum Financial Management, LP | History | No change | 134,376 | 5,212 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SACHEM HILL LLC | History | No change | 133,098 | 5,162 | 0.92% | 0.92% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 132,469 | 5,138 | 0.52% | 0.52% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warburton Capital Management, LLC | History | No change | 127,403 | 4,941 | 2.01% | 2.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Three Arch Wealth Management LLC | History | No change | 122,699 | 4,759 | 0.73% | 0.73% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Group, LLC | History | No change | 122,611 | 4,756 | 0.97% | 0.97% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 120,824 | 4,686 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 118,843 | 4,609 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 118,022 | 4,578 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 117,560 | 4,560 | 0.7% | 0.7% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 111,726 | 4,504 | 2.43% | 2.43% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 115,935 | 4,497 | 0.37% | 0.37% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 115,796 | 4,491 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 114,951 | 4,458 | 1.07% | 1.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 113,826 | 4,415 | 0.44% | 0.44% | 170 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 113,550 | 4,404 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 113,196 | 4,390 | 2.95% | 2.95% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABLE Financial Group, LLC | History | No change | 105,963 | 4,110 | 0.69% | 0.69% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthCollab, LLC | History | No change | 104,840 | 4,066 | 1.47% | 1.47% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corus Family Wealth Advisors | History | No change | 103,342 | 4,008 | 2.76% | 2.76% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANCE WEALTH, LLC | History | No change | 103,236 | 4,004 | 0.9% | 0.9% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 100,929 | 3,915 | 0.28% | 0.28% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Team Hewins, LLC | History | No change | 99,124 | 3,845 | 1.05% | 1.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 98,207 | 3,809 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Royal Harbor Partners, LLC | History | No change | 98,041 | 3,803 | 1.18% | 1.18% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 97,828 | 3,794 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| COMMERCE BANK | History | No change | 96,910 | 3,759 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAM GROUP, INC. | History | No change | 95,240 | 3,694 | 1.83% | 1.83% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BetterWealth, LLC | History | No change | 94,439 | 3,663 | 0.65% | 0.65% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madrid Wealth Management, LLC | History | No change | 93,864 | 3,640 | 2.39% | 2.39% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CSS LLC/IL | History | No change | 93,160 | 3,613 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | No change | 92,154 | 3,608 | 1.79% | 1.79% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthfront Advisers LLC | History | No change | 91,106 | 3,534 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAM Investment Partners, LLC | History | No change | 90,944 | 3,527 | 0.56% | 0.56% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 89,743 | 3,481 | 1.24% | 1.24% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burton Enright Welch | History | No change | 89,295 | 3,463 | 0.41% | 0.41% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 88,971 | 3,451 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Outbound Financial Inc | History | No change | 88,741 | 3,442 | 2.23% | 2.23% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | No change | 88,506 | 3,433 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 87,898 | 3,409 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 87,790 | 3,405 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 87,160 | 3,380 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 87,084 | 3,377 | 0.54% | 0.54% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 85,061 | 3,299 | 1.79% | 1.79% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oak Wealth Advisors LLC | History | No change | 85,061 | 3,299 | 1.58% | 1.58% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 84,189 | 3,265 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 83,658 | 3,245 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daner Wealth Management, LLC | History | No change | 78,471 | 3,193 | 1.73% | 1.73% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 82,101 | 3,184 | 1.8% | 1.8% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 82,059 | 3,183 | 1.4% | 1.4% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 81,952 | 3,178 | 0.73% | 0.73% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trailhead Planners LLC | History | No change | 81,924 | 3,177 | 3.07% | 3.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 80,840 | 3,135 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 78,895 | 3,060 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 77,826 | 3,018 | 0.4% | 0.4% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 77,473 | 3,005 | 1.7% | 1.7% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 77,202 | 2,994 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,293 | 2,959 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Park Financial, Inc. | History | No change | 74,605 | 2,893 | 1.68% | 1.68% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 74,160 | 2,876 | 0.67% | 0.67% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 72,735 | 2,821 | 0.66% | 0.66% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 71,666 | 2,779 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 70,559 | 2,736 | 0.68% | 0.68% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 69,908 | 2,711 | 0.41% | 0.41% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WorthPointe, LLC | History | No change | 69,885 | 2,710 | 0.68% | 0.68% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 69,833 | 2,708 | 2.32% | 2.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 69,712 | 2,704 | 0.54% | 0.54% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MB Generational Wealth, LLC | History | No change | 68,944 | 2,674 | 1.31% | 1.31% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 68,602 | 2,661 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | No change | 68,127 | 2,642 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evensky & Katz LLC | History | No change | 67,753 | 2,628 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hudson Value Partners, LLC | History | No change | 67,407 | 2,614 | 0.66% | 0.66% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brookstone Capital Management | History | No change | 66,777 | 2,590 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mustard Seed Financial, LLC | History | No change | 66,428 | 2,576 | 1.34% | 1.34% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 65,956 | 2,558 | 0.98% | 0.98% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GEM Asset Management, LLC | History | No change | 64,065 | 2,485 | 0.98% | 0.98% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 63,597 | 2,466 | 1.75% | 1.75% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 62,190 | 2,412 | 0.24% | 0.24% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 60,762 | 2,356 | 1.71% | 1.71% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 60,555 | 2,348 | 0.91% | 0.91% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 60,341 | 2,340 | 0.31% | 0.31% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meritas Wealth Management, LLC | History | No change | 59,549 | 2,309 | 0.9% | 0.9% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greenspring Advisors, LLC | History | No change | 59,384 | 2,303 | 0.13% | 0.13% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIRE ADVISORS, LLC | History | No change | 58,629 | 2,274 | 0.37% | 0.37% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 58,632 | 2,274 | 0.54% | 0.54% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 58,501 | 2,269 | 0.73% | 0.73% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | No change | 56,491 | 2,267 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grant Private Wealth Management Inc | History | No change | 57,727 | 2,239 | 0.94% | 0.94% | 243 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROWN ADVISORY INC | History | No change | 57,215 | 2,219 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 56,797 | 2,203 | 0.14% | 0.14% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 55,090 | 2,136 | 0.78% | 0.78% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 54,284 | 2,105 | 0.17% | 0.17% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | No change | 54,027 | 2,095 | 0.74% | 0.74% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 53,769 | 2,085 | 0.13% | 0.13% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 53,183 | 2,063 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 52,988 | 2,055 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triangle Securities Wealth Management | History | No change | 52,628 | 2,041 | 0.41% | 0.41% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Horizon Investments, LLC | History | No change | 52,369 | 2,031 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 52,145 | 2,022 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Financial Private Client, LLC | History | No change | 51,756 | 2,007 | 0.54% | 0.54% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ATLas Financial Planning LLC | History | No change | 50,953 | 1,976 | 1.6% | 1.6% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HFG Advisors, Inc. | History | No change | 49,873 | 1,934 | 1.21% | 1.21% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 49,544 | 1,921 | 0.6% | 0.6% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cloud Capital Management, LLC | History | No change | 49,391 | 1,915 | 0.7% | 0.7% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aerodigm Wealth, LLC | History | No change | 48,836 | 1,894 | 0.64% | 0.64% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 48,571 | 1,884 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 47,875 | 1,857 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 47,340 | 1,836 | 0.18% | 0.18% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| E6 Portfolios, LLC | History | No change | 46,880 | 1,818 | 1.45% | 1.45% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Austin Asset Management Co Inc | History | No change | 46,733 | 1,812 | 0.25% | 0.25% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 46,186 | 1,791 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 46,157 | 1,790 | 0.2% | 0.2% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gemmer Asset Management LLC | History | No change | 45,767 | 1,775 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 45,698 | 1,772 | 0.36% | 0.36% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 45,656 | 1,771 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | No change | 45,387 | 1,760 | 0.86% | 0.86% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valued Wealth Advisors LLC | History | No change | 45,093 | 1,749 | 0.64% | 0.64% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investmark Advisory Group LLC | History | No change | 44,028 | 1,707 | 0.65% | 0.65% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 43,827 | 1,700 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 43,726 | 1,696 | 0.8% | 0.8% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 43,439 | 1,684 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 43,405 | 1,683 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 43,058 | 1,670 | 0.64% | 0.64% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | No change | 41,975 | 1,628 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 41,611 | 1,614 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 41,222 | 1,598 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Nebraska | History | No change | 41,175 | 1,597 | 0.14% | 0.14% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oder Investment Management, LLC | History | No change | 41,058 | 1,592 | 1.07% | 1.07% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 40,580 | 1,574 | 0.22% | 0.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 39,745 | 1,541 | 0.2% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 39,725 | 1,540 | 0.65% | 0.65% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 38,824 | 1,509 | 0.33% | 0.33% | 287 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 38,528 | 1,494 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 38,181 | 1,481 | 0.59% | 0.59% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Trust Wealth Management LLC | History | No change | 36,977 | 1,434 | 0.99% | 0.99% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 36,705 | 1,423 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 36,492 | 1,415 | 0.32% | 0.32% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Broadhurst Jeffrey B | History | No change | 35,573 | 1,379 | 2.93% | 2.93% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 35,430 | 1,374 | 0.31% | 0.31% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 34,901 | 1,353 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 34,263 | 1,329 | 1.09% | 1.09% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBE Wealth Management, LLC | History | No change | 33,788 | 1,310 | 0.94% | 0.94% | 297 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shearwater Capital LLC | History | No change | 33,503 | 1,299 | 0.62% | 0.62% | 298 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Composition Wealth, LLC | History | No change | 33,440 | 1,297 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 33,201 | 1,287 | 0.97% | 0.97% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BDFS Capital LLC | History | No change | 32,752 | 1,270 | 0.55% | 0.55% | 301 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Alliance LLC | History | No change | 32,649 | 1,266 | 0.09% | 0.09% | 302 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 32,547 | 1,262 | 0.39% | 0.39% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 32,135 | 1,246 | 0.46% | 0.46% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 32,058 | 1,243 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Freedom Day Solutions, LLC | History | No change | 31,985 | 1,240 | 0.27% | 0.27% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DBK Financial Counsel, LLC | History | No change | 31,913 | 1,237 | 1.04% | 1.04% | 307 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 31,294 | 1,213 | 0.57% | 0.57% | 308 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 31,135 | 1,207 | 0.1% | 0.1% | 309 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 30,712 | 1,191 | 0.64% | 0.64% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 30,554 | 1,185 | 0.36% | 0.36% | 311 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 30,015 | 1,164 | 0.66% | 0.66% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 29,749 | 1,153 | 0.51% | 0.51% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29,441 | 1,142 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 28,932 | 1,122 | 0.58% | 0.58% | 315 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Plan, Inc. | History | No change | 28,878 | 1,120 | 0.11% | 0.11% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 28,857 | 1,119 | 0.35% | 0.35% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 28,634 | 1,110 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPA Asset Management Group, LLC | History | No change | 28,448 | 1,103 | 0.32% | 0.32% | 319 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 27,868 | 1,080 | 0.4% | 0.4% | 320 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 27,483 | 1,066 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lodestone Wealth Management LLC | History | No change | 27,409 | 1,063 | 0.38% | 0.38% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Foster Group, Inc. | History | No change | 27,026 | 1,048 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 26,511 | 1,028 | 0.35% | 0.35% | 324 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compound Planning, Inc. | History | No change | 26,099 | 1,012 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 25,561 | 991 | 0.27% | 0.27% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 25,493 | 988 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 25,452 | 987 | 0.4% | 0.4% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mattern Wealth Management LLC | History | No change | 25,000 | 969 | 0.16% | 0.16% | 329 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MSA Advisors, LLC | History | No change | 24,793 | 961 | 0.25% | 0.25% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 24,796 | 961 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 24,604 | 954 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 24,500 | 950 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 24,400 | 946 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 24,261 | 941 | 0.39% | 0.39% | 335 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 24,151 | 936 | 0.45% | 0.45% | 336 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clark Asset Management, LLC | History | No change | 23,967 | 929 | 0.07% | 0.07% | 337 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 23,526 | 912 | 0.34% | 0.34% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REDW Wealth LLC | History | No change | 23,199 | 899 | 0.32% | 0.32% | 339 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 22,255 | 896 | 0.29% | 0.29% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 23,033 | 893 | 0.08% | 0.08% | 341 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 23,012 | 892 | 0.04% | 0.04% | 342 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 22,864 | 886 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 22,252 | 863 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | No change | 22,129 | 858 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 21,533 | 835 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 21,242 | 823 | 0.11% | 0.11% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 20,986 | 814 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vantus Wealth LLC | History | No change | 20,730 | 804 | 0.43% | 0.43% | 349 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 20,643 | 800 | 0.34% | 0.34% | 350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 20,447 | 793 | 0.07% | 0.07% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 20,427 | 792 | 0.41% | 0.41% | 352 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avondale Wealth Management | History | No change | 20,363 | 789 | 0.32% | 0.32% | 353 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Disciplined Investments, LLC | History | No change | 20,201 | 783 | 0.25% | 0.25% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 20,191 | 783 | 0.49% | 0.49% | 355 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLG LLC | History | No change | 20,055 | 777 | 0.17% | 0.17% | 356 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 20,026 | 776 | 0.57% | 0.57% | 357 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Peirce Capital Management, LLC | History | No change | 19,933 | 773 | 0.28% | 0.28% | 358 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Powerhouse Assets LLC | History | No change | 19,909 | 772 | 0.63% | 0.63% | 359 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANOVER ADVISORS INC | History | No change | 19,858 | 770 | 0.28% | 0.28% | 360 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 19,870 | 770 | 0.09% | 0.09% | 361 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 19,661 | 762 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 19,106 | 741 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 18,554 | 719 | 0.34% | 0.34% | 364 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 18,409 | 714 | 0.65% | 0.65% | 365 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,307 | 710 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| XTX Topco Ltd | History | No change | 18,264 | 708 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 18,240 | 707 | 0.41% | 0.41% | 368 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 18,070 | 700 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 17,819 | 691 | 0.19% | 0.19% | 370 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 17,813 | 690 | 0.3% | 0.3% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 17,595 | 682 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 18,095 | 678 | 0.13% | 0.16% | 373 | -738 | -3.92% | Q3 2026 | Oct 05, 2026 |
| Astra Wealth Partners LLC | History | No change | 17,420 | 675 | 0.36% | 0.36% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Donalies Financial Planning, LLC | History | No change | 17,406 | 675 | 0.5% | 0.5% | 375 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aurelius Family Office LLC | History | No change | 17,370 | 673 | 0.27% | 0.27% | 376 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,311 | 671 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wright Wealth LLC | History | No change | 16,630 | 645 | 0.39% | 0.39% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Verisail Partners, LLC | History | No change | 16,451 | 638 | 0.24% | 0.24% | 379 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tandem Financial, LLC | History | No change | 16,373 | 635 | 0.19% | 0.19% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,331 | 633 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 16,251 | 630 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JDH Wealth Management, LLC | History | No change | 16,228 | 629 | 0.38% | 0.38% | 383 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 15,930 | 617 | 0.16% | 0.16% | 384 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 15,586 | 604 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LJI Wealth Management, LLC | History | No change | 15,584 | 604 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 15,482 | 600 | 0.12% | 0.12% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opus Financial Solutions LLC | History | No change | 15,455 | 599 | 0.48% | 0.48% | 388 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 15,438 | 598 | 0.11% | 0.11% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 25 LLC | History | No change | 15,428 | 598 | 0.16% | 0.16% | 390 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,167 | 588 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 15,001 | 581 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meredith Wealth Planning | History | No change | 15,002 | 581 | 0.14% | 0.14% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 14,973 | 580 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 14,951 | 579 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 14,917 | 578 | 0.18% | 0.18% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 17,539 | 576 | 0.2% | 0.2% | 397 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Investment Management, LLC | History | No change | 14,506 | 562 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Partners in Financial Planning | History | No change | 14,413 | 559 | 0.08% | 0.08% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,196 | 550 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 14,153 | 549 | 0.11% | 0.11% | 401 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 13,789 | 534 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 13,641 | 532 | 0.4% | 0.4% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Planning, LLC. | History | No change | 13,645 | 529 | 0.15% | 0.15% | 404 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 13,572 | 526 | 0.21% | 0.21% | 405 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Johnson Wealth Management, LLC | History | No change | 13,540 | 525 | 0.22% | 0.22% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 13,497 | 523 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 13,371 | 518 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 13,290 | 515 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 13,202 | 512 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | No change | 12,834 | 507 | 0.13% | 0.13% | 411 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waterway Wealth Management, LLC | History | No change | 12,574 | 487 | 0.1% | 0.1% | 412 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Yardley Wealth Management LLC | History | No change | 12,569 | 487 | 0.22% | 0.22% | 413 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 12,513 | 485 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lutz Financial Services LLC | History | No change | 12,351 | 479 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 12,360 | 479 | 0.39% | 0.39% | 416 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LOM Asset Management Ltd | History | No change | 12,000 | 465 | 0.12% | 0.12% | 417 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Argyle Capital Partners, LLC | History | No change | 11,858 | 459 | 0.29% | 0.29% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 11,326 | 447 | 0.09% | 0.09% | 419 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 11,309 | 438 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Family CFO Inc | History | No change | 11,214 | 434 | 0.17% | 0.17% | 421 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 11,103 | 430 | 0.08% | 0.08% | 422 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 11,108 | 430 | 0.25% | 0.25% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 11,081 | 429 | 0.12% | 0.12% | 424 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 11,031 | 427 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,014 | 427 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 10,975 | 425 | 0.05% | 0.05% | 427 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frankly Finances, LLC | History | No change | 10,901 | 422 | 0.33% | 0.33% | 428 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,853 | 420 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,853 | 420 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,647 | 412 | 0.07% | 0.07% | 431 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| tru Independence LLC | History | No change | 10,514 | 407 | 0.18% | 0.18% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 10,438 | 404 | 0.12% | 0.12% | 433 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,406 | 403 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 9,762 | 378 | 0.16% | 0.16% | 435 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sensible Money, LLC | History | No change | 9,718 | 376 | 0.1% | 0.1% | 436 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 9,648 | 374 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 9,554 | 370 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 9,532 | 369 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 9,531 | 369 | 0.12% | 0.12% | 440 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 9,426 | 365 | 0.14% | 0.14% | 441 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 9,404 | 364 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Capital Management LLC | History | No change | 9,351 | 362 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 9,332 | 361 | 0.13% | 0.13% | 444 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 9,238 | 358 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 9,214 | 357 | 0.06% | 0.06% | 446 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tillman Hartley LLC | History | No change | 9,207 | 357 | 0.08% | 0.08% | 447 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Everest Financial Group LLC | History | No change | 9,225 | 357 | 0.05% | 0.05% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Narus Financial Partners, LLC | History | No change | 9,169 | 355 | 0.09% | 0.09% | 449 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Harvest, LLC | History | No change | 9,049 | 351 | 0.15% | 0.15% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 8,875 | 344 | 0.27% | 0.27% | 451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 8,691 | 337 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 8,658 | 335 | 0.06% | 0.06% | 453 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Belleair Asset Management, LLC | History | No change | 8,579 | 332 | 0.28% | 0.28% | 454 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 8,514 | 330 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 8,484 | 329 | 0.04% | 0.04% | 456 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Financial Group Corp | History | No change | 8,322 | 322 | 0.23% | 0.23% | 457 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 8,128 | 315 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 8,111 | 314 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Triune Financial Partners, LLC | History | No change | 8,045 | 312 | 0.07% | 0.07% | 460 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 55 North Private Wealth, LLC | History | No change | 8,023 | 311 | 0.06% | 0.06% | 461 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Live Oak Private Wealth LLC | History | No change | 7,823 | 303 | 0.04% | 0.04% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oath Planning, LLC | History | No change | 7,679 | 297 | 0.22% | 0.22% | 463 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,550 | 292 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hurley Capital, LLC | History | No change | 7,538 | 292 | 0.15% | 0.15% | 465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 7,420 | 288 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entelevest, LLC | History | No change | 7,319 | 283 | 0.24% | 0.24% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,953 | 278 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 7,175 | 276 | 0.13% | 0.13% | 469 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 7,134 | 276 | 0.12% | 0.12% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | No change | 7,100 | 275 | 0.06% | 0.06% | 471 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 6,870 | 266 | 0.13% | 0.13% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mills Wealth Advisors LLC | History | No change | 6,845 | 265 | 0.08% | 0.08% | 473 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 6,764 | 262 | 0.05% | 0.05% | 474 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,738 | 261 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 6,747 | 261 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geometric Wealth Advisors | History | No change | 6,457 | 250 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shore Point Advisors, LLC | History | No change | 6,446 | 250 | 0.09% | 0.09% | 478 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 6,382 | 247 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,188 | 240 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 6,095 | 236 | 0.09% | 0.09% | 481 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 6,087 | 236 | 0.14% | 0.14% | 482 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 6,076 | 235 | 0.03% | 0.03% | 483 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,047 | 234 | 0.04% | 0.04% | 484 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Center, Inc. | History | No change | 6,050 | 234 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 6,018 | 233 | 0.11% | 0.11% | 486 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 5,990 | 232 | 0.19% | 0.19% | 487 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,959 | 231 | 0.05% | 0.05% | 488 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 5,925 | 229 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 5,810 | 225 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 5,796 | 224 | 0.08% | 0.08% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 5,771 | 223 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 5,729 | 222 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accel Wealth Management | History | No change | 5,572 | 216 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MBE Wealth Management, LLC | History | No change | 5,493 | 213 | 0.07% | 0.07% | 495 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mason & Associates, LLC | History | No change | 5,465 | 211 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prosperity Advisers, LLC | History | No change | 5,433 | 210 | 0.15% | 0.15% | 497 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,236 | 207 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,236 | 207 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RHL GROUP, LLC | History | No change | 5,305 | 206 | 0.17% | 0.17% | 500 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WNY Asset Management, LLC | History | No change | 5,250 | 203 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,226 | 163 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4,054 | 157 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1015 Capital Partners, LLC | History | No change | 3,600 | 139 | 0.12% | 0.12% | 504 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Operose Advisors LLC | History | No change | 3,428 | 132 | 0.03% | 0.03% | 505 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3,291 | 127 | 0.05% | 0.05% | 506 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,200 | 124 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 3,098 | 120 | 0.06% | 0.06% | 508 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,920 | 113 | 0.06% | 0.06% | 509 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,910 | 112 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arlington Trust Co LLC | History | No change | 2,813 | 109 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,707 | 104 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,704 | 104 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Seneschal Advisors, LLC | History | No change | 2,380 | 92 | 0.06% | 0.06% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,370 | 91 | 0.03% | 0.03% | 515 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,342 | 90 | 0.05% | 0.05% | 516 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,250 | 87 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,136 | 82 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,034 | 78 | 0.03% | 0.03% | 519 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,962 | 76 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,940 | 75 | 0.02% | 0.02% | 521 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,943 | 75 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,855 | 71 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,759 | 68 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,756 | 68 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,679 | 65 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 1,547 | 60 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,572 | 60 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,428 | 55 | 0.04% | 0.04% | 529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,345 | 52 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,233 | 47 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,173 | 45 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,046 | 40 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 1,021 | 39 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,011 | 39 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,000 | 38 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 997 | 38 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 904 | 35 | 0.02% | 0.02% | 538 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 893 | 34 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 858 | 33 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BankChampaign, National Association | History | No change | 800 | 31 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 750 | 29 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 744 | 28 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 680 | 26 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingdom Financial Group LLC. | History | No change | 687 | 26 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 541 | 20 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 537 | 20 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 498 | 19 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 396 | 15 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 368 | 14 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 294 | 11 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 288 | 11 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Holdings, LLC | History | No change | 269 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 248 | 9 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 208 | 8 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Co / SC | History | No change | 204 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 3.72% | — | -634,617 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -499,837 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -483,548 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BOS Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.83% | — | -313,868 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -150,341 | -100.0% | Q3 2026 | Oct 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 3.62% | — | -133,641 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Financial Symmetry Inc | History | Closed out | 0 | 0 | — | 1.64% | — | -126,954 | -100.0% | Q3 2026 | Oct 06, 2026 |
| Emprise Bank | History | Closed out | 0 | 0 | — | 0.98% | — | -68,714 | -100.0% | Q3 2026 | Oct 07, 2026 |
| RTD Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -63,088 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.06% | — | -52,701 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Sprinkle Financial Consultants LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -44,221 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,772 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Friday Financial | History | Closed out | 0 | 0 | — | 0.28% | — | -26,941 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -19,732 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -13,983 | -100.0% | Q3 2026 | Oct 06, 2026 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,153 | -100.0% | Q3 2026 | Oct 08, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -6,476 | -100.0% | Q3 2026 | Oct 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,397 | -100.0% | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,946 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.02% | — | -943 | -100.0% | Q3 2026 | Oct 09, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Dorato Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -342 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |