Dimensional ETF Trust - DFUV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 43,369,886 | 2,385,777 | 2.95% | 2.95% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | No change | 15,249,311 | 839,124 | 2.46% | 2.46% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 14,217,663 | 782,113 | 0.8% | 0.8% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 5,787,541 | 318,372 | 12.64% | 12.64% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,999,844 | 275,041 | 2.33% | 2.33% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,892,951 | 269,161 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 4,865,323 | 267,641 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 4,432,562 | 243,835 | 0.24% | 0.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 4,044,731 | 222,500 | 9.63% | 9.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 3,801,714 | 209,132 | 0.29% | 0.29% | 10 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,355,094 | 184,563 | 2.69% | 2.69% | 11 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Plancorp, LLC | History | No change | 3,242,114 | 178,381 | 4.35% | 4.35% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 2,644,308 | 145,463 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,291,735 | 126,068 | 1.35% | 1.35% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MASECO LLP | History | No change | 1,999,281 | 110,020 | 3.09% | 3.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Truepoint, Inc. | History | No change | 1,902,222 | 104,641 | 2.18% | 2.18% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,853,369 | 101,972 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trust Co of the South | History | No change | 1,722,466 | 94,753 | 13.34% | 13.34% | 18 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,669,238 | 91,824 | 7.26% | 7.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,408,163 | 77,463 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,342,005 | 73,823 | 0.34% | 0.34% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | No change | 1,341,644 | 73,803 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | No change | 1,317,420 | 72,471 | 3.55% | 3.55% | 23 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHOREO, LLC | History | No change | 1,283,006 | 70,578 | 0.77% | 0.77% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foster Group, Inc. | History | No change | 1,263,263 | 69,492 | 1.85% | 1.85% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,193,244 | 65,640 | 4.11% | 4.11% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Forum Financial Management, LP | History | No change | 1,159,212 | 63,768 | 0.82% | 0.82% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,133,788 | 62,369 | 0.18% | 0.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,072,946 | 59,494 | 0.75% | 0.83% | 29 | +2,871 | 0.27% | Q3 2026 | Oct 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 1,063,093 | 58,480 | 9.4% | 9.4% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SACHEM HILL LLC | History | No change | 1,047,542 | 57,625 | 10.24% | 10.24% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,022,464 | 56,245 | 4.62% | 4.62% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triune Financial Partners, LLC | History | No change | 981,939 | 54,016 | 11.28% | 11.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Factor Wealth Management LTD | History | Added to | 976,097 | 53,685 | 8.21% | 7.89% | 34 | +27,888 | 2.94% | Q3 2026 | Oct 08, 2026 |
| Team Hewins, LLC | History | No change | 951,799 | 52,358 | 14.32% | 14.32% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 905,753 | 49,825 | 5.52% | 5.52% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 900,330 | 49,527 | 8.02% | 8.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 886,806 | 48,783 | 18.78% | 18.78% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elser Financial Planning, Inc | History | No change | 882,671 | 48,555 | 2.11% | 2.11% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 847,220 | 46,707 | 1.52% | 1.52% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 838,894 | 46,147 | 20.44% | 20.44% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heritage Investment Group, Inc. | History | No change | 836,665 | 46,024 | 6.18% | 6.18% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Verus Financial Partners, Inc. | History | No change | 833,515 | 45,851 | 3.92% | 3.92% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Guardian Wealth Management, LLC | History | No change | 824,333 | 45,346 | 12.71% | 12.71% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 792,213 | 43,579 | 2.81% | 2.81% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 770,681 | 42,395 | 0.28% | 0.28% | 46 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Timonier Family Office, LTD. | History | No change | 769,971 | 42,356 | 11.96% | 11.96% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 754,353 | 41,496 | 3.21% | 3.21% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 745,784 | 41,025 | 16.62% | 16.62% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 814,035 | 39,448 | 1.6% | 1.6% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 715,500 | 39,359 | 0.48% | 0.48% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Richard Young Associates, Ltd. | History | No change | 708,429 | 38,970 | 25.9% | 25.9% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASPIRIANT, LLC | History | No change | 707,126 | 38,899 | 0.96% | 0.96% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 704,814 | 38,771 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tillman Hartley LLC | History | No change | 702,050 | 38,619 | 8.68% | 8.68% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Planning Center, Inc. | History | No change | 699,135 | 38,459 | 3.63% | 3.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Nebraska | History | No change | 698,114 | 38,403 | 3.43% | 3.43% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 681,475 | 37,487 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealth Architects, LLC | History | No change | 679,197 | 37,362 | 2.95% | 2.95% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 675,012 | 37,132 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 667,599 | 36,724 | 14.14% | 14.14% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 632,077 | 34,770 | 2.7% | 2.7% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 600,061 | 33,357 | 4.41% | 4.41% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 602,675 | 33,153 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Three Arch Wealth Management LLC | History | No change | 598,703 | 32,934 | 5.05% | 5.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 577,232 | 31,747 | 0.22% | 0.25% | 66 | -5,335 | -0.92% | Q3 2026 | Oct 08, 2026 |
| RW Investment Management LLC | History | No change | 575,717 | 31,670 | 2.78% | 2.78% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Premier Financial Group | History | No change | 566,861 | 31,182 | 6.27% | 6.27% | 68 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 563,266 | 30,985 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 557,561 | 30,734 | 4.2% | 4.2% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meritas Wealth Management, LLC | History | No change | 555,354 | 30,550 | 11.93% | 11.93% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TFO Wealth Partners, LLC | History | No change | 553,055 | 30,423 | 3.31% | 3.31% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WPWealth LLP | History | No change | 547,549 | 30,120 | 4.47% | 4.47% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 544,043 | 29,927 | 7.88% | 7.88% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LRI Investments, LLC | History | No change | 542,430 | 29,839 | 2.4% | 2.4% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 535,101 | 29,435 | 2.87% | 2.87% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Symmetry Partners, LLC | History | No change | 517,258 | 28,454 | 1.45% | 1.45% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 513,880 | 28,268 | 13.49% | 13.49% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 506,330 | 27,853 | 9.95% | 9.95% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WorthPointe, LLC | History | No change | 505,062 | 27,783 | 6.97% | 6.97% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 504,434 | 27,748 | 20.55% | 20.55% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 503,156 | 27,678 | 2.32% | 2.32% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 497,233 | 27,352 | 1.52% | 1.52% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 484,264 | 26,639 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 474,836 | 26,120 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Investment Services, Inc. | History | No change | 474,682 | 26,112 | 5.52% | 5.52% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RS CRUM INC. | History | No change | 471,472 | 25,935 | 4.86% | 4.86% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 468,539 | 25,774 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 458,690 | 25,232 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 452,669 | 24,901 | 2.46% | 2.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 452,004 | 24,864 | 5.8% | 5.8% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 435,463 | 23,954 | 6.58% | 6.58% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 425,611 | 23,408 | 2.19% | 2.07% | 93 | +22,716 | 5.64% | Q3 2026 | Oct 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 420,699 | 23,142 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 409,344 | 22,518 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 401,368 | 22,079 | 8.02% | 8.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 471,441 | 21,964 | 7.49% | 7.49% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 387,967 | 21,342 | 0.61% | 0.61% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 384,556 | 21,154 | 5.52% | 5.52% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 383,500 | 21,096 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 374,528 | 20,602 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 357,895 | 19,730 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 356,584 | 19,616 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 342,275 | 18,828 | 0.31% | 0.31% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 335,830 | 18,473 | 1.24% | 1.24% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 332,448 | 18,287 | 9.57% | 9.57% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 330,164 | 18,162 | 0.55% | 0.55% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 329,154 | 18,106 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | No change | 326,498 | 17,960 | 0.7% | 0.7% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 325,745 | 17,919 | 4.2% | 4.2% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Austin Asset Management Co Inc | History | No change | 323,879 | 17,816 | 2.48% | 2.48% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 322,267 | 17,727 | 0.38% | 0.38% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Wealth Group, LLC | History | No change | 319,089 | 17,553 | 3.58% | 3.58% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 318,721 | 17,532 | 1.49% | 1.49% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 318,553 | 17,520 | 4.49% | 4.79% | 115 | -16,171 | -4.83% | Q3 2026 | Oct 06, 2026 |
| Navigoe, LLC | History | No change | 318,299 | 17,509 | 9.16% | 9.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 317,908 | 17,488 | 0.5% | 0.5% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 313,862 | 17,265 | 0.45% | 0.45% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 311,762 | 17,150 | 8.38% | 8.38% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 310,466 | 17,078 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squire Investment Management Company, LLC | History | No change | 297,896 | 16,387 | 3.95% | 3.95% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 296,921 | 16,333 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 291,586 | 16,040 | 1.16% | 1.16% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 288,409 | 15,865 | 12.33% | 12.33% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 286,985 | 15,787 | 0.45% | 0.45% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 286,315 | 15,750 | 11.9% | 11.9% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 279,469 | 15,373 | 2.42% | 2.42% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 275,221 | 15,139 | 3.76% | 3.76% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 269,708 | 14,836 | 7.76% | 7.76% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Frankly Finances, LLC | History | No change | 268,240 | 14,755 | 11.66% | 11.66% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bridgewater Advisors Inc. | History | No change | 258,230 | 14,466 | 0.79% | 0.79% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 262,444 | 14,437 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 261,922 | 14,408 | 0.16% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 254,112 | 13,978 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 253,956 | 13,970 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 251,825 | 13,852 | 5.96% | 5.96% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 249,876 | 13,746 | 5.37% | 5.37% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 242,834 | 13,358 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 230,951 | 12,704 | 4.7% | 4.7% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investmark Advisory Group LLC | History | No change | 228,172 | 12,551 | 4.77% | 4.77% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 223,958 | 12,319 | 0.32% | 0.32% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 216,414 | 11,902 | 1.3% | 1.31% | 142 | -2,232 | -1.02% | Q3 2026 | Oct 09, 2026 |
| JDH Wealth Management, LLC | History | No change | 213,484 | 11,743 | 7.15% | 7.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capstone Wealth Management, LLC | History | No change | 211,207 | 11,618 | 5.39% | 5.39% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walsh & Associates, LLC | History | No change | 209,448 | 11,521 | 9.41% | 9.41% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 203,873 | 11,213 | 0.96% | 1.0% | 146 | +358 | 0.18% | Q3 2026 | Oct 01, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 201,189 | 11,067 | 1.41% | 1.41% | 147 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 199,131 | 10,952 | 1.11% | 1.11% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 198,014 | 10,892 | 7.37% | 7.37% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Visionary Wealth Advisors | History | No change | 194,557 | 10,702 | 0.42% | 0.42% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 194,511 | 10,700 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 193,271 | 10,641 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Level Financial Advisors | History | No change | 190,210 | 10,463 | 2.34% | 2.34% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 185,258 | 10,191 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 184,338 | 10,140 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 183,415 | 10,089 | 1.23% | 1.23% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 181,842 | 10,003 | 0.55% | 0.55% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peirce Capital Management, LLC | History | No change | 178,595 | 9,824 | 3.6% | 3.6% | 158 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Harvest, LLC | History | No change | 173,170 | 9,526 | 3.94% | 3.94% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belleair Asset Management, LLC | History | No change | 168,153 | 9,250 | 7.78% | 7.78% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 163,674 | 9,026 | 2.43% | 2.43% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 162,935 | 8,963 | 3.96% | 3.96% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 162,870 | 8,959 | 1.44% | 1.44% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 160,433 | 8,823 | 1.73% | 1.95% | 164 | -6,073 | -3.65% | Q3 2026 | Oct 05, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 156,958 | 8,632 | 3.37% | 3.39% | 165 | -16 | -0.01% | Q3 2026 | Oct 09, 2026 |
| Seneschal Advisors, LLC | History | No change | 155,556 | 8,557 | 5.86% | 5.86% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weinberger Asset Management, Inc | History | No change | 153,561 | 8,536 | 2.74% | 2.74% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 153,175 | 8,426 | 1.93% | 1.93% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 152,581 | 8,393 | 2.81% | 2.81% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 151,462 | 8,332 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 148,278 | 8,156 | 0.5% | 0.5% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 141,999 | 7,811 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 140,456 | 7,726 | 2.58% | 2.58% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 139,127 | 7,653 | 1.01% | 1.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 137,923 | 7,587 | 3.29% | 3.29% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sollinda Capital Management LLC | History | No change | 136,915 | 7,531 | 1.61% | 1.61% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 136,233 | 7,494 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 134,402 | 7,393 | 0.78% | 0.78% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kooman & Associates | History | No change | 134,098 | 7,376 | 1.98% | 1.98% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aegis Wealth Management LLC | History | No change | 133,283 | 7,331 | 3.45% | 3.45% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | No change | 132,726 | 7,301 | 3.45% | 3.45% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 131,869 | 7,254 | 0.36% | 0.36% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 131,602 | 7,239 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 131,335 | 7,224 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EnRich Financial Partners LLC | History | No change | 130,198 | 7,162 | 1.7% | 1.7% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAM GROUP, INC. | History | No change | 129,440 | 7,120 | 3.54% | 3.54% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 129,342 | 7,115 | 1.34% | 1.34% | 187 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 127,393 | 7,007 | 1.39% | 1.39% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 127,269 | 7,001 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 125,952 | 6,928 | 0.36% | 0.36% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEM Asset Management, LLC | History | No change | 125,374 | 6,896 | 2.72% | 2.72% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Annandale Capital, LLC | History | No change | 125,272 | 6,891 | 0.94% | 0.94% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 125,186 | 6,886 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 124,809 | 6,865 | 1.59% | 1.59% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shearwater Capital LLC | History | No change | 123,241 | 6,779 | 3.24% | 3.24% | 195 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 134,254 | 6,777 | 1.85% | 1.85% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WNY Asset Management, LLC | History | No change | 122,084 | 6,715 | 0.6% | 0.6% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 119,826 | 6,591 | 0.22% | 0.22% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 118,784 | 6,534 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 117,272 | 6,451 | 5.28% | 5.28% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Advisors | History | No change | 116,471 | 6,407 | 0.32% | 0.32% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Colorado Capital Management, Inc. | History | No change | 113,213 | 6,228 | 2.13% | 2.13% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Simplicity Wealth,LLC | History | No change | 112,679 | 6,198 | 0.21% | 0.21% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evensky & Katz LLC | History | No change | 111,311 | 6,123 | 0.32% | 0.32% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wolfstich Capital, LLC | History | No change | 111,097 | 6,093 | 4.7% | 4.7% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AG Asset Advisory, LLC | History | No change | 108,845 | 5,987 | 4.84% | 4.84% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 103,453 | 5,885 | 2.36% | 2.36% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 106,428 | 5,854 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cross Staff Investments Inc | History | No change | 10,391 | 5,716 | 3.22% | 3.22% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 103,633 | 5,706 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 103,735 | 5,706 | 2.1% | 2.1% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 103,304 | 5,682 | 5.42% | 5.42% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 101,158 | 5,564 | 3.64% | 3.64% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 100,005 | 5,501 | 3.11% | 3.11% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 99,599 | 5,478 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 99,486 | 5,472 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verdence Capital Advisors LLC | History | No change | 99,384 | 5,467 | 0.29% | 0.29% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 55 North Private Wealth, LLC | History | No change | 99,009 | 5,446 | 1.07% | 1.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Investment Advisory Group, LLC | History | No change | 98,096 | 5,396 | 1.17% | 1.17% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 97,352 | 5,355 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 97,249 | 5,349 | 3.09% | 3.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 95,238 | 5,239 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 94,869 | 5,218 | 0.37% | 0.37% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 92,514 | 5,089 | 1.98% | 1.98% | 224 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 92,491 | 5,087 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McCartney Wealth Management LLC | History | No change | 91,253 | 5,019 | 3.81% | 3.81% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 89,715 | 4,935 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 89,084 | 4,900 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 87,754 | 4,827 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 87,125 | 4,792 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Asset Management, LLC | History | No change | 86,756 | 4,772 | 2.34% | 2.34% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intelligent Financial Strategies | History | No change | 83,718 | 4,605 | 2.22% | 2.22% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 81,045 | 4,458 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cloud Capital Management, LLC | History | No change | 80,843 | 4,446 | 1.62% | 1.62% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 80,243 | 4,414 | 1.6% | 1.6% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Platform Wealth Management, LLC | History | No change | 80,137 | 4,408 | 1.61% | 1.61% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BluePrint Investing LLC | History | No change | 78,584 | 4,322 | 3.23% | 3.23% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 76,969 | 4,234 | 2.97% | 2.97% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WASHINGTON TRUST Co | History | No change | 75,104 | 4,131 | 0.13% | 0.13% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 74,467 | 4,102 | 3.51% | 3.51% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TAGStone Capital, Inc. | History | No change | 74,228 | 4,083 | 1.3% | 1.3% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Embree Financial Group | History | No change | 74,114 | 4,077 | 0.41% | 0.41% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspen Capital Management, LLC | History | No change | 73,845 | 4,062 | 0.9% | 0.9% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Axis Wealth Partners, LLC | History | No change | 73,177 | 4,025 | 1.93% | 1.93% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 72,988 | 4,015 | 3.47% | 3.47% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 71,334 | 3,924 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 70,571 | 3,882 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 68,612 | 3,774 | 1.29% | 1.29% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BWM Planning, LLC | History | No change | 67,707 | 3,724 | 0.86% | 0.86% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66,668 | 3,667 | 0.23% | 0.23% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 66,305 | 3,647 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 65,628 | 3,610 | 1.12% | 1.12% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 65,323 | 3,593 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 62,703 | 3,449 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Navigate Wealth Management, LLC | History | No change | 62,741 | 3,436 | 2.13% | 2.13% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Woodside Wealth Management LLC | History | No change | 62,171 | 3,420 | 2.38% | 2.38% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Disciplined Investments, LLC | History | No change | 62,156 | 3,419 | 1.1% | 1.1% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 61,519 | 3,384 | 0.27% | 0.27% | 258 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 59,749 | 3,286 | 1.77% | 1.77% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 59,716 | 3,284 | 1.38% | 1.38% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Westmount Partners, LLC | History | No change | 59,582 | 3,277 | 0.72% | 0.72% | 261 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 58,805 | 3,234 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 57,405 | 3,157 | 0.57% | 0.57% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 57,218 | 3,147 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 57,151 | 3,143 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 56,732 | 3,120 | 1.59% | 1.59% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cypress Wealth Services, LLC | History | No change | 55,990 | 3,079 | 0.38% | 0.38% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fonville Wealth Management LLC | History | No change | 55,442 | 3,049 | 0.5% | 0.5% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 54,788 | 3,013 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family CFO Inc | History | No change | 54,645 | 3,006 | 1.16% | 1.16% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 54,466 | 2,996 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 53,370 | 2,966 | 0.71% | 0.71% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 53,781 | 2,958 | 0.89% | 0.89% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 53,107 | 2,921 | 0.29% | 0.29% | 274 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 48,038 | 2,915 | 2.16% | 2.16% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 52,750 | 2,901 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Generations Wealth, LLC | History | No change | 52,245 | 2,874 | 2.73% | 2.73% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Warwick Investment Management, Inc. | History | No change | 51,910 | 2,855 | 0.32% | 0.32% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 51,119 | 2,812 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Curi Capital, LLC | History | No change | 49,833 | 2,741 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 49,362 | 2,715 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,910 | 2,690 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,615 | 2,619 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,522 | 2,614 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 47,311 | 2,612 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 25 LLC | History | No change | 46,500 | 2,557 | 0.7% | 0.7% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 45,490 | 2,502 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 44,370 | 2,440 | 1.85% | 1.85% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 44,291 | 2,436 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone Summit Wealth LLC | History | No change | 44,265 | 2,435 | 0.62% | 0.62% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 42,437 | 2,334 | 0.71% | 0.71% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 42,158 | 2,319 | 0.72% | 0.72% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | No change | 41,960 | 2,308 | 0.72% | 0.72% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tarbox Family Office, Inc. | History | No change | 41,863 | 2,302 | 0.33% | 0.33% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41,844 | 2,301 | 0.16% | 0.16% | 295 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,508 | 2,283 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisors, LLC | History | No change | 40,523 | 2,229 | 0.31% | 0.31% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 40,430 | 2,224 | 0.44% | 0.44% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 39,978 | 2,199 | 0.8% | 0.8% | 299 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aurelius Family Office LLC | History | No change | 39,245 | 2,158 | 0.85% | 0.85% | 300 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |