Dimensional ETF Trust - DFUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | History | No change | 39,752,037 | 3,257,281 | 3.55% | 3.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 9,443,034 | 773,762 | 0.79% | 0.79% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASECO LLP | History | No change | 7,371,581 | 603,879 | 16.97% | 16.97% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | No change | 5,198,745 | 425,985 | 16.55% | 16.55% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Index Fund Advisors, Inc. | History | No change | 4,989,844 | 408,867 | 16.23% | 16.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 4,839,412 | 396,541 | 4.49% | 4.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plancorp, LLC | History | No change | 4,426,858 | 362,515 | 8.85% | 8.85% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,929,304 | 321,967 | 0.4% | 0.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 3,829,125 | 313,758 | 13.57% | 13.57% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,250,622 | 301,411 | 12.26% | 12.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | No change | 3,407,781 | 279,233 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 3,321,135 | 272,133 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Great Waters Wealth Management | History | Added to | 3,114,270 | 258,577 | 23.25% | 22.28% | 13 | +179,602 | 6.12% | Q3 2026 | Oct 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,699,030 | 221,158 | 1.87% | 1.87% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zhang Financial LLC | History | No change | 2,660,097 | 217,968 | 6.37% | 6.37% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 2,618,024 | 214,493 | 0.23% | 0.23% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 2,353,192 | 192,820 | 42.05% | 42.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Reduced | 2,155,906 | 182,497 | 2.31% | 2.54% | 18 | -43,810 | -1.99% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,865,705 | 151,644 | 4.93% | 4.93% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,771,769 | 145,178 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 1,726,300 | 141,453 | 9.12% | 9.12% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,706,447 | 139,826 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,591,766 | 130,429 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Flagstone Financial Management | History | No change | 1,555,365 | 127,446 | 28.5% | 28.5% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,429,525 | 117,135 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,397,315 | 114,496 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,333,612 | 109,276 | 5.45% | 5.45% | 27 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,293,755 | 107,420 | 18.54% | 17.02% | 28 | +14,628 | 1.14% | Q3 2026 | Oct 09, 2026 |
| Corient Private Wealth LP | History | No change | 1,298,158 | 106,371 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,269,391 | 104,013 | 0.52% | 0.52% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 1,252,540 | 102,800 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colony Family Offices, LLC | History | No change | 1,204,562 | 98,701 | 21.69% | 21.69% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,177,121 | 96,453 | 1.03% | 1.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,169,867 | 95,858 | 9.48% | 9.48% | 34 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Forum Financial Management, LP | History | No change | 1,145,416 | 93,855 | 1.21% | 1.21% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,149,698 | 92,815 | 1.86% | 1.86% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,041,811 | 84,696 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foster Group, Inc. | History | No change | 941,437 | 77,141 | 2.05% | 2.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Austin Asset Management Co Inc | History | No change | 941,091 | 77,112 | 10.75% | 10.75% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 935,798 | 76,679 | 0.84% | 0.84% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evanson Financial, LLC | History | No change | 930,248 | 76,224 | 3.73% | 3.73% | 41 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 922,805 | 75,614 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elser Financial Planning, Inc | History | No change | 920,864 | 75,455 | 3.27% | 3.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OLIO Financial Planning | History | No change | 896,829 | 73,486 | 18.23% | 18.23% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 893,449 | 73,209 | 25.59% | 25.59% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 889,725 | 72,903 | 28.07% | 28.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Management Nebraska | History | No change | 882,866 | 72,342 | 6.45% | 6.45% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 863,161 | 70,727 | 6.88% | 6.88% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 843,306 | 69,170 | 21.93% | 21.93% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 834,751 | 67,848 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspen Wealth Management LLC | History | No change | 827,733 | 67,824 | 11.52% | 11.52% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 808,133 | 67,099 | 0.47% | 0.38% | 52 | +216,350 | 36.56% | Q3 2026 | Oct 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 781,601 | 64,044 | 0.3% | 0.3% | 53 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | No change | 779,203 | 63,847 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 776,310 | 63,610 | 3.54% | 3.54% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foundry Financial LLC | History | No change | 763,870 | 62,591 | 21.08% | 21.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RS CRUM INC. | History | No change | 753,902 | 61,774 | 11.58% | 11.58% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 718,664 | 58,875 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 703,277 | 57,626 | 0.38% | 0.38% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 703,089 | 57,611 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 697,119 | 57,121 | 11.88% | 11.88% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 691,296 | 56,644 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Everest Private Wealth | History | No change | 686,579 | 56,258 | 20.99% | 20.99% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 686,225 | 56,229 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 681,053 | 55,805 | 13.08% | 13.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 660,410 | 54,114 | 8.88% | 8.88% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Crown Wealth Group, LLC | History | No change | 657,362 | 53,864 | 13.71% | 13.71% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 632,306 | 51,811 | 0.31% | 0.31% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McLean Asset Management Corp | History | No change | 621,126 | 50,677 | 6.7% | 6.7% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 612,696 | 50,204 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWS Financial Advisors, LLC | History | No change | 586,781 | 48,080 | 10.67% | 10.67% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 579,315 | 47,469 | 12.71% | 12.71% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 575,408 | 47,148 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Three Arch Wealth Management LLC | History | No change | 573,323 | 46,978 | 7.21% | 7.21% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 566,467 | 46,416 | 1.32% | 1.32% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 556,457 | 45,596 | 20.19% | 20.19% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 539,447 | 44,202 | 7.1% | 7.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 536,208 | 43,936 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Graver Capital Management, LLC | History | No change | 517,252 | 42,383 | 30.19% | 30.19% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 508,931 | 41,701 | 2.31% | 2.31% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Investment Group, Inc. | History | No change | 502,967 | 41,213 | 5.54% | 5.54% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Wealth Management, LLC | History | No change | 494,759 | 40,540 | 11.37% | 11.37% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 492,705 | 40,372 | 3.19% | 3.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freedom Investment Management, Inc. | History | No change | 486,503 | 39,864 | 11.1% | 11.1% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mason & Associates Inc | History | No change | 481,535 | 39,456 | 6.37% | 6.37% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 480,458 | 39,368 | 11.52% | 11.52% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCP Asset Management, LLC | History | No change | 474,753 | 38,901 | 4.41% | 4.41% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 466,528 | 38,227 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 459,468 | 37,648 | 4.99% | 4.99% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 453,692 | 37,175 | 9.16% | 9.16% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Solution LLC | History | No change | 448,251 | 36,729 | 7.18% | 7.18% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KM Capital Management Ltd. | History | No change | 443,216 | 36,317 | 17.07% | 17.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 429,043 | 35,155 | 14.24% | 14.24% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 422,966 | 34,657 | 0.42% | 0.42% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AG Asset Advisory, LLC | History | No change | 403,309 | 33,047 | 26.73% | 26.73% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Timonier Family Office, LTD. | History | No change | 381,895 | 31,292 | 8.84% | 8.84% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Premier Financial Group | History | No change | 378,242 | 30,993 | 6.23% | 6.23% | 97 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Warburton Capital Management, LLC | History | No change | 367,506 | 30,113 | 12.25% | 12.25% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investmark Advisory Group LLC | History | No change | 365,001 | 29,908 | 11.36% | 11.36% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 359,582 | 29,464 | 1.85% | 1.85% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Royal Harbor Partners, LLC | History | No change | 359,212 | 29,433 | 9.12% | 9.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SouthState Bank Corp | History | No change | 343,173 | 28,119 | 1.17% | 1.17% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 341,010 | 27,942 | 11.87% | 11.87% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 340,267 | 27,881 | 0.24% | 0.24% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 331,141 | 27,134 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 328,224 | 26,894 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meritas Wealth Management, LLC | History | No change | 327,390 | 26,826 | 10.48% | 10.48% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 320,184 | 26,235 | 4.25% | 4.25% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 316,052 | 25,897 | 14.08% | 14.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Babb Wealth Advisors LLC | History | No change | 314,557 | 25,774 | 12.42% | 12.42% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 310,495 | 25,441 | 13.66% | 13.66% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Capital Management, LLC | History | No change | 354,994 | 25,172 | 0.7% | 0.7% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 306,785 | 25,137 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 301,875 | 25,064 | 6.45% | 6.38% | 114 | -1,152 | -0.38% | Q3 2026 | Oct 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 300,617 | 24,632 | 6.43% | 6.43% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 300,091 | 24,589 | 4.2% | 4.2% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 297,838 | 24,406 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 297,466 | 24,374 | 8.87% | 8.87% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 292,275 | 23,949 | 4.87% | 4.87% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 283,672 | 23,244 | 10.07% | 10.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 277,505 | 22,738 | 11.89% | 11.89% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 273,353 | 22,696 | 14.08% | 14.03% | 122 | -2,958 | -1.07% | Q3 2026 | Oct 07, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 262,879 | 21,540 | 5.05% | 5.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 264,867 | 21,239 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEM Asset Management, LLC | History | No change | 251,755 | 20,628 | 8.13% | 8.13% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 251,155 | 20,579 | 0.62% | 0.62% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 249,348 | 20,431 | 4.77% | 4.77% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Security Financial Services, INC. | History | No change | 247,063 | 20,244 | 2.81% | 2.81% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 239,793 | 19,649 | 4.49% | 4.49% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 238,454 | 19,538 | 1.52% | 1.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 232,677 | 19,065 | 0.96% | 0.96% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 230,591 | 18,894 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tassel Capital Management, Inc. | History | No change | 228,966 | 18,761 | 8.78% | 8.78% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 223,473 | 18,311 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | No change | 218,892 | 17,936 | 2.27% | 2.27% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capstone Wealth Management, LLC | History | No change | 217,893 | 17,854 | 8.28% | 8.28% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 214,100 | 17,543 | 0.28% | 0.28% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 213,916 | 17,528 | 0.46% | 0.46% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Advisory Group, LLC | History | No change | 211,439 | 17,325 | 3.76% | 3.76% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 210,096 | 17,215 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Certified Advisory Corp | History | No change | 209,395 | 17,157 | 1.38% | 1.38% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 207,764 | 17,024 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 204,580 | 16,763 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 201,254 | 16,490 | 12.81% | 12.81% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 189,403 | 15,519 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 184,603 | 15,021 | 3.14% | 3.14% | 146 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Investment Management, LLC | History | No change | 182,065 | 14,918 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Investment Services, Inc. | History | No change | 181,888 | 14,903 | 3.15% | 3.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 176,175 | 14,435 | 1.9% | 1.9% | 149 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concord Wealth Partners | History | No change | 175,929 | 14,415 | 1.65% | 1.65% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 174,178 | 14,272 | 0.24% | 0.24% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 173,937 | 14,252 | 0.81% | 0.81% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| V2 Financial group LLC | History | No change | 173,035 | 14,178 | 5.28% | 5.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 172,881 | 14,165 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 172,340 | 14,121 | 3.28% | 3.28% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 172,218 | 14,111 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 169,100 | 13,856 | 6.71% | 6.71% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AWM CAPITAL, LLC | History | No change | 166,290 | 13,625 | 1.09% | 1.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 162,455 | 13,311 | 3.48% | 3.48% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 157,689 | 12,921 | 4.9% | 4.9% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 157,646 | 12,916 | 2.6% | 2.6% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 156,140 | 12,794 | 10.4% | 10.4% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Warwick Investment Management, Inc. | History | No change | 155,213 | 12,718 | 1.43% | 1.43% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rehmann Capital Advisory Group | History | No change | 155,554 | 12,675 | 0.58% | 0.58% | 164 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 153,965 | 12,615 | 0.27% | 0.27% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BostonPremier Wealth LLC | History | No change | 153,731 | 12,596 | 5.35% | 5.35% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envision Financial Planning, LLC | History | No change | 153,699 | 12,594 | 4.1% | 4.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 150,832 | 12,359 | 1.21% | 1.21% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 150,759 | 12,353 | 7.11% | 7.11% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Herold Advisors, Inc. | History | No change | 148,859 | 12,198 | 2.41% | 2.41% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 148,814 | 12,193 | 1.62% | 1.62% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 148,587 | 12,175 | 7.5% | 7.5% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CGN Advisors LLC | History | No change | 145,904 | 11,955 | 0.87% | 0.87% | 173 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 145,653 | 11,934 | 8.08% | 8.08% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Embree Financial Group | History | No change | 145,623 | 11,932 | 1.19% | 1.19% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 143,910 | 11,744 | 0.78% | 0.78% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tillman Hartley LLC | History | No change | 142,075 | 11,641 | 2.62% | 2.62% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fund Evaluation Group, LLC | History | No change | 140,789 | 11,536 | 0.31% | 0.31% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 139,412 | 11,423 | 0.37% | 0.37% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Broadhurst Jeffrey B | History | No change | 138,160 | 11,320 | 24.09% | 24.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 136,546 | 11,188 | 0.15% | 0.15% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 135,509 | 11,103 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Team Hewins, LLC | History | No change | 134,100 | 10,988 | 3.01% | 3.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 128,052 | 10,492 | 1.34% | 1.34% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 126,210 | 10,341 | 1.3% | 1.3% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 123,681 | 10,134 | 2.69% | 2.69% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LVZ, Inc. | History | No change | 123,390 | 10,110 | 1.03% | 1.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Richard Young Associates, Ltd. | History | No change | 120,676 | 9,888 | 6.57% | 6.57% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seneschal Advisors, LLC | History | No change | 118,371 | 9,699 | 6.64% | 6.64% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 118,167 | 9,682 | 3.46% | 3.46% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yardley Wealth Management LLC | History | No change | 117,898 | 9,660 | 4.39% | 4.39% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 117,068 | 9,592 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 114,492 | 9,381 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 111,570 | 9,142 | 1.44% | 1.44% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDH Wealth Management, LLC | History | No change | 110,958 | 9,091 | 5.53% | 5.53% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 110,953 | 9,091 | 3.34% | 3.34% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 108,460 | 8,887 | 3.82% | 3.82% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 107,387 | 8,799 | 1.27% | 1.27% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 106,652 | 8,739 | 2.92% | 2.92% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 106,355 | 8,718 | 6.54% | 6.54% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burk Holdings LLC | History | No change | 105,854 | 8,673 | 3.21% | 3.21% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tortoise Investment Management, LLC | History | No change | 105,284 | 8,626 | 0.64% | 0.64% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 104,854 | 8,591 | 0.85% | 0.85% | 203 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CVA Family Office, LLC | History | No change | 103,048 | 8,443 | 0.76% | 0.76% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 102,083 | 8,364 | 0.21% | 0.21% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEMITAM BONAM LLC | History | No change | 101,537 | 8,319 | 6.11% | 6.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 100,128 | 8,204 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 100,458 | 8,196 | 1.67% | 1.67% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 97,382 | 7,979 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arista Wealth Management, LLC | History | No change | 97,246 | 7,968 | 0.86% | 0.86% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ridgeline Wealth, LLC | History | No change | 96,370 | 7,896 | 4.62% | 4.62% | 211 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EnRich Financial Partners LLC | History | No change | 96,228 | 7,884 | 1.87% | 1.87% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 93,263 | 7,641 | 0.26% | 0.26% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 91,640 | 7,448 | 5.57% | 5.57% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 91,833 | 7,418 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 91,833 | 7,418 | 0.12% | 0.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aurelius Family Office LLC | History | No change | 88,717 | 7,269 | 2.86% | 2.86% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 88,405 | 7,243 | 0.49% | 0.49% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 87,654 | 7,182 | 0.35% | 0.35% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 87,224 | 7,147 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elm Partners Management LLC | History | No change | 85,046 | 6,968 | 0.21% | 0.21% | 221 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| RFG Advisory, LLC | History | No change | 84,838 | 6,951 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Symmetry Partners, LLC | History | No change | 82,599 | 6,768 | 0.35% | 0.35% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 80,910 | 6,633 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innovative Wealth Building LLC | History | No change | 79,244 | 6,493 | 3.77% | 3.77% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 78,805 | 6,457 | 0.23% | 0.23% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | No change | 78,284 | 6,414 | 1.41% | 1.41% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DBK Financial Counsel, LLC | History | No change | 77,607 | 6,359 | 5.34% | 5.34% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bridgewater Advisors Inc. | History | No change | 76,767 | 6,355 | 0.35% | 0.35% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 77,538 | 6,353 | 2.31% | 2.31% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heck Capital Advisors, LLC | History | No change | 77,208 | 6,326 | 0.38% | 0.38% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vantage Point Financial LLC | History | No change | 76,349 | 6,256 | 1.91% | 1.91% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 74,546 | 6,189 | 0.09% | 0.09% | 233 | -7,453 | -9.09% | Q3 2026 | Oct 08, 2026 |
| Independent Wealth Network Inc. | History | No change | 75,206 | 6,162 | 1.57% | 1.57% | 234 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 74,634 | 6,115 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 74,146 | 6,075 | 5.1% | 5.1% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 73,836 | 6,050 | 4.25% | 4.25% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avant Financial Advisors LLC | History | No change | 73,187 | 5,996 | 3.73% | 3.73% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oak Wealth Advisors LLC | History | No change | 72,991 | 5,980 | 2.87% | 2.87% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nova R Wealth, Inc. | History | No change | 71,720 | 5,876 | 1.71% | 1.71% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 69,930 | 5,730 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 69,483 | 5,693 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HFG Wealth Management, LLC | History | No change | 68,794 | 5,636 | 5.67% | 5.67% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 67,839 | 5,558 | 2.91% | 2.91% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Frankly Finances, LLC | History | No change | 67,435 | 5,525 | 4.37% | 4.37% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 65,296 | 5,421 | 0.83% | 0.81% | 246 | +63 | 0.1% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 66,062 | 5,413 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 65,694 | 5,383 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 65,440 | 5,362 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 65,063 | 5,331 | 2.08% | 2.08% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 64,161 | 5,327 | 1.04% | 1.17% | 251 | -3,086 | -4.59% | Q3 2026 | Oct 05, 2026 |
| Capital Investment Management, Inc. | History | No change | 64,992 | 5,325 | 1.63% | 1.63% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 64,550 | 5,289 | 2.34% | 2.34% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 64,006 | 5,244 | 0.34% | 0.34% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CPC Advisors, LLC | History | No change | 63,058 | 5,166 | 0.7% | 0.7% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 60,806 | 4,982 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 59,539 | 4,878 | 0.31% | 0.31% | 257 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,230 | 4,853 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Nemes Rush Group LLC | History | No change | 58,745 | 4,813 | 0.4% | 0.4% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 58,614 | 4,802 | 0.38% | 0.38% | 260 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 58,358 | 4,781 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 58,336 | 4,780 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 57,578 | 4,717 | 1.21% | 1.21% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 56,788 | 4,653 | 0.57% | 0.57% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 56,774 | 4,652 | 1.95% | 1.95% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 56,304 | 4,613 | 1.11% | 1.11% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 55,190 | 4,522 | 2.07% | 2.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 54,817 | 4,491 | 1.35% | 1.35% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 54,731 | 4,484 | 0.14% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 53,423 | 4,377 | 2.09% | 2.09% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Platform Wealth Management, LLC | History | No change | 51,470 | 4,217 | 1.54% | 1.54% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 51,140 | 4,190 | 1.07% | 1.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50,819 | 4,164 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 50,530 | 4,140 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 50,333 | 4,124 | 3.37% | 3.37% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 50,275 | 4,119 | 2.35% | 2.35% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 48,750 | 3,994 | 0.99% | 0.99% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Berger Financial Group, Inc | History | No change | 48,728 | 3,992 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Council, LLC | History | No change | 48,387 | 3,964 | 1.29% | 1.29% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Navigate Wealth Management, LLC | History | No change | 48,606 | 3,948 | 2.45% | 2.45% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Everest Financial Group LLC | History | No change | 47,772 | 3,914 | 0.53% | 0.53% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 47,035 | 3,854 | 0.94% | 0.94% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FCG Investment Co | History | No change | 46,673 | 3,824 | 1.32% | 1.32% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | No change | 46,290 | 3,792 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 45,997 | 3,768 | 0.36% | 0.36% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 45,870 | 3,758 | 1.46% | 1.46% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Madson Wealth Advisors Inc | History | No change | 45,490 | 3,727 | 2.53% | 2.53% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 45,296 | 3,711 | 1.31% | 1.31% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 45,264 | 3,708 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 44,590 | 3,653 | 2.71% | 2.71% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 44,118 | 3,615 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 43,984 | 3,604 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 43,413 | 3,557 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAM Investment Partners, LLC | History | No change | 43,283 | 3,546 | 0.57% | 0.57% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 42,869 | 3,512 | 1.17% | 1.17% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 21 West Wealth Management LLC | History | No change | 42,721 | 3,500 | 2.99% | 2.99% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 42,600 | 3,490 | 0.37% | 0.37% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Red Door Wealth Management, LLC | History | No change | 42,103 | 3,449 | 0.31% | 0.31% | 298 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 41,458 | 3,397 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 41,438 | 3,395 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |