Dimensional ETF Trust - DIHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
370 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 35,612,854 | 1,215,288 | 1.5% | 1.5% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | No change | 32,381,844 | 1,105,936 | 3.25% | 3.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 17,142,938 | 585,002 | 0.6% | 0.6% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | No change | 6,360,733 | 217,060 | 2.79% | 2.79% | 4 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,261,652 | 179,553 | 0.89% | 0.89% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,738,498 | 161,701 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,734,675 | 127,445 | 1.08% | 1.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 3,071,494 | 104,814 | 2.03% | 2.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,040,147 | 103,745 | 0.98% | 0.98% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,806,609 | 95,775 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,262,600 | 77,211 | 3.81% | 3.81% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apella Capital, LLC | History | Added to | 2,169,372 | 72,999 | 0.93% | 1.01% | 12 | +71,448 | 3.41% | Q3 2026 | Oct 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,068,448 | 70,585 | 0.75% | 0.75% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 1,971,505 | 67,277 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Planning Center, Inc. | History | No change | 1,864,060 | 63,611 | 6.0% | 6.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | No change | 1,750,355 | 59,730 | 1.59% | 1.59% | 16 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 1,719,319 | 58,671 | 9.35% | 9.35% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 1,647,857 | 56,233 | 2.43% | 2.43% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 1,546,186 | 52,763 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,374,007 | 46,888 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 1,323,056 | 45,149 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| High Probability Advisors, LLC | History | No change | 1,307,603 | 44,621 | 4.77% | 4.77% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,301,772 | 44,422 | 4.94% | 4.94% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 1,281,546 | 43,732 | 3.67% | 3.67% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,015,572 | 34,656 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,013,239 | 34,576 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 866,509 | 29,569 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meredith Wealth Planning | History | No change | 729,518 | 24,894 | 5.88% | 5.88% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 722,192 | 24,410 | 5.28% | 5.28% | 29 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Premier Financial Group | History | No change | 648,675 | 22,136 | 4.45% | 4.45% | 30 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 642,789 | 21,935 | 2.17% | 2.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 591,850 | 20,196 | 5.17% | 5.17% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bridgewater Advisors Inc. | History | No change | 527,312 | 18,260 | 1.0% | 1.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| von Borstel & Associates, Inc. | History | No change | 505,800 | 17,260 | 3.54% | 3.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 498,488 | 17,010 | 4.05% | 4.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Architects, LLC | History | No change | 490,409 | 16,735 | 1.32% | 1.32% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 472,730 | 16,131 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 25 LLC | History | No change | 466,978 | 15,935 | 4.36% | 4.36% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 465,818 | 15,896 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 471,362 | 15,880 | 0.11% | 0.12% | 40 | +24,024 | 5.37% | Q3 2026 | Oct 08, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 459,924 | 15,694 | 9.8% | 9.8% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Three Arch Wealth Management LLC | History | No change | 451,073 | 15,392 | 2.36% | 2.36% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 450,841 | 15,188 | 2.16% | 2.34% | 43 | -31,802 | -6.59% | Q3 2026 | Oct 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 440,928 | 15,046 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Envision Financial Planning, LLC | History | No change | 438,588 | 14,966 | 4.87% | 4.87% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 435,850 | 14,873 | 1.45% | 1.45% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mills Wealth Advisors LLC | History | No change | 415,841 | 14,190 | 4.47% | 4.47% | 47 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LPL Financial LLC | History | No change | 410,217 | 13,998 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 379,557 | 12,952 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 377,838 | 12,893 | 3.96% | 3.96% | 50 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 350,601 | 11,964 | 1.36% | 1.36% | 51 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| United Wealth Management, LLC | History | No change | 346,764 | 11,833 | 2.66% | 2.66% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 346,240 | 11,815 | 1.78% | 1.78% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 328,395 | 11,206 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 325,737 | 11,115 | 0.97% | 0.97% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Timonier Family Office, LTD. | History | No change | 318,388 | 10,864 | 3.07% | 3.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 335,627 | 10,813 | 0.44% | 0.44% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 316,878 | 10,813 | 2.82% | 2.82% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 313,491 | 10,697 | 1.1% | 1.1% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oceanside Advisors LLC | History | No change | 294,837 | 10,061 | 5.08% | 5.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 287,426 | 9,808 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 280,196 | 9,561 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigoe, LLC | History | No change | 278,019 | 9,487 | 4.96% | 4.96% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 273,513 | 9,303 | 4.41% | 4.41% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 269,529 | 9,197 | 1.74% | 1.74% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meritas Wealth Management, LLC | History | No change | 265,453 | 9,058 | 3.54% | 3.54% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Emprise Bank | History | Added to | 261,356 | 8,805 | 3.37% | 2.89% | 67 | +31,300 | 13.61% | Q3 2026 | Oct 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 243,952 | 8,324 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 242,411 | 8,272 | 1.09% | 1.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 248,733 | 8,014 | 1.0% | 1.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 231,917 | 7,914 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 230,650 | 7,870 | 0.25% | 0.25% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 226,320 | 7,723 | 3.01% | 3.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 212,499 | 7,251 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 207,182 | 7,070 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 206,690 | 7,053 | 2.41% | 2.41% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 205,217 | 7,003 | 0.92% | 0.92% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 201,010 | 6,859 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SeedSafe Financial LLC | History | No change | 200,796 | 6,851 | 4.93% | 4.93% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 200,663 | 6,847 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 196,162 | 6,694 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB Generational Wealth, LLC | History | No change | 191,803 | 6,545 | 3.21% | 3.21% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 193,872 | 6,537 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 189,520 | 6,467 | 1.95% | 1.95% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 188,536 | 6,433 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 179,208 | 6,115 | 1.84% | 1.84% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | No change | 176,476 | 6,022 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 174,666 | 5,960 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 172,296 | 5,881 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | No change | 170,606 | 5,821 | 1.96% | 1.96% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 170,073 | 5,803 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 168,499 | 5,750 | 0.72% | 0.72% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BetterWealth, LLC | History | No change | 164,305 | 5,606 | 0.99% | 0.99% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 162,388 | 5,541 | 2.82% | 2.82% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Applied Capital LLC | History | No change | 160,776 | 5,486 | 1.77% | 1.77% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Disciplined Investments, LLC | History | No change | 159,064 | 5,428 | 1.75% | 1.75% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 154,030 | 5,256 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 150,704 | 5,142 | 2.76% | 2.76% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 150,000 | 5,118 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Friday Financial | History | Added to | 146,327 | 4,899 | 0.97% | 1.06% | 100 | +30,575 | 26.41% | Q3 2026 | Oct 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 143,419 | 4,894 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestment Financial LLC | History | No change | 139,964 | 4,760 | 2.13% | 2.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TABLEAUX LLC | History | No change | 139,118 | 4,747 | 2.0% | 2.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 137,777 | 4,696 | 0.73% | 0.73% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 135,978 | 4,640 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 133,996 | 4,572 | 1.62% | 1.62% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 132,311 | 4,515 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBE Wealth Management, LLC | History | No change | 130,887 | 4,466 | 3.21% | 3.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 127,429 | 4,348 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evanson Financial, LLC | History | No change | 127,375 | 4,346 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 124,738 | 4,248 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 118,359 | 4,039 | 1.97% | 1.97% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | No change | 118,309 | 4,037 | 0.7% | 0.7% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archford Capital Strategies, LLC | History | No change | 118,178 | 4,032 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trailhead Planners LLC | History | No change | 114,472 | 3,906 | 3.78% | 3.78% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 113,248 | 3,864 | 0.19% | 0.19% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CPA Asset Management Group, LLC | History | No change | 111,518 | 3,805 | 1.1% | 1.1% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 106,622 | 3,638 | 0.62% | 0.62% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 106,255 | 3,625 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Levi Garrett | History | No change | 105,307 | 3,593 | 1.95% | 1.95% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 104,979 | 3,582 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 100,939 | 3,444 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 100,741 | 3,437 | 2.51% | 2.51% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | No change | 98,742 | 3,369 | 0.25% | 0.25% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CSP Financial Group, LLC | History | No change | 96,610 | 3,296 | 2.81% | 2.81% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 95,673 | 3,264 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altiora Financial Group, LLC | History | No change | 93,873 | 3,203 | 0.5% | 0.5% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 91,234 | 3,113 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 91,191 | 3,111 | 0.71% | 0.71% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 89,823 | 3,065 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 89,474 | 3,053 | 2.32% | 2.32% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corus Family Wealth Advisors | History | No change | 88,225 | 3,010 | 2.07% | 2.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88,785 | 2,998 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 87,337 | 2,980 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Asset Management Co Inc | History | No change | 87,181 | 2,975 | 0.41% | 0.41% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Wealth Partners, LLC | History | No change | 80,433 | 2,744 | 0.39% | 0.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 78,464 | 2,677 | 0.97% | 0.97% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WorthPointe, LLC | History | No change | 77,414 | 2,641 | 0.66% | 0.66% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 75,892 | 2,589 | 0.73% | 0.73% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 75,048 | 2,561 | 0.13% | 0.13% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sollinda Capital Management LLC | History | No change | 74,933 | 2,557 | 0.55% | 0.55% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 74,163 | 2,531 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 73,922 | 2,522 | 1.28% | 1.28% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAM Investment Partners, LLC | History | No change | 73,790 | 2,518 | 0.4% | 0.4% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 73,052 | 2,492 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| E-Wealth Partners, LLC | History | No change | 72,587 | 2,477 | 1.79% | 1.79% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 71,333 | 2,434 | 0.43% | 0.43% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Generations Wealth, LLC | History | No change | 70,880 | 2,418 | 2.3% | 2.3% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AA Financial Advisors, LLC | History | No change | 68,165 | 2,326 | 0.28% | 0.28% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Index Fund Advisors, Inc. | History | No change | 65,909 | 2,249 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 64,421 | 2,198 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Freedom Investment Management, Inc. | History | No change | 63,929 | 2,181 | 0.61% | 0.61% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 63,732 | 2,174 | 0.68% | 0.68% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 63,054 | 2,151 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 63,007 | 2,150 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everest Private Wealth | History | No change | 61,708 | 2,105 | 0.79% | 0.79% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 60,599 | 2,067 | 0.27% | 0.27% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 60,315 | 2,058 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 59,436 | 2,028 | 0.49% | 0.49% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategent Financial, LLC | History | No change | 54,738 | 1,867 | 1.08% | 1.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McCartney Wealth Management LLC | History | No change | 53,244 | 1,816 | 1.38% | 1.38% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BluePrint Investing LLC | History | No change | 51,951 | 1,772 | 1.32% | 1.32% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BDFS Capital LLC | History | No change | 48,458 | 1,653 | 0.72% | 0.72% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 47,955 | 1,636 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 47,866 | 1,633 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 47,659 | 1,626 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 46,944 | 1,601 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 45,592 | 1,555 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | Added to | 43,815 | 1,476 | 0.17% | 0.18% | 169 | +546 | 1.26% | Q3 2026 | Oct 08, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 43,154 | 1,472 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 42,785 | 1,460 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Everest Financial Group LLC | History | No change | 42,111 | 1,437 | 0.19% | 0.19% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 42,021 | 1,433 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 40,642 | 1,386 | 0.67% | 0.67% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASPIRIANT, LLC | History | No change | 39,901 | 1,361 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 38,352 | 1,308 | 0.71% | 0.71% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 38,078 | 1,299 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 37,399 | 1,276 | 0.29% | 0.29% | 178 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 37,317 | 1,273 | 0.4% | 0.4% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 36,041 | 1,229 | 0.87% | 0.87% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 35,767 | 1,220 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Two West Capital Advisors LLC | History | No change | 36,007 | 1,211 | 0.6% | 0.6% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belleair Asset Management, LLC | History | No change | 33,585 | 1,146 | 0.96% | 0.96% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 31,608 | 1,078 | 0.78% | 0.78% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 30,793 | 1,050 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daner Wealth Management, LLC | History | No change | 28,336 | 1,008 | 0.55% | 0.55% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 29,334 | 1,003 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 28,449 | 970 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vantage Point Financial LLC | History | No change | 28,158 | 960 | 0.29% | 0.29% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 27,350 | 933 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 27,096 | 924 | 0.41% | 0.41% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 26,681 | 910 | 0.42% | 0.42% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 26,438 | 902 | 0.86% | 0.86% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Outbound Financial Inc | History | No change | 26,007 | 887 | 0.57% | 0.57% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 25,714 | 877 | 0.46% | 0.46% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 25,620 | 874 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 25,385 | 855 | 0.79% | 4.17% | 197 | -187,665 | -88.08% | Q3 2026 | Oct 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 24,806 | 846 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 24,729 | 843 | 0.63% | 0.63% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investmark Advisory Group LLC | History | No change | 24,584 | 838 | 0.32% | 0.32% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empire Financial Management Company, LLC | History | No change | 24,444 | 834 | 0.33% | 0.33% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 23,977 | 827 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 23,657 | 807 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 23,090 | 787 | 0.33% | 0.33% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Freedom Day Solutions, LLC | History | No change | 22,675 | 773 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversify Advisory Services, LLC | History | No change | 22,791 | 773 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 22,791 | 773 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 22,403 | 764 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 21,906 | 747 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 21,871 | 746 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 21,850 | 745 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 21,490 | 733 | 0.24% | 0.24% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,058 | 718 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| International Private Wealth Advisors LLC | History | No change | 20,282 | 692 | 0.36% | 0.36% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 19,495 | 665 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| XY Planning Network, Inc. | History | No change | 19,255 | 657 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 19,153 | 653 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Triad Wealth Partners, LLC | History | No change | 18,489 | 640 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 18,491 | 630 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wedmont Private Capital | History | Added to | 18,380 | 619 | 0.01% | 0.02% | 220 | +940 | 5.39% | Q3 2026 | Oct 09, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 17,537 | 598 | 0.15% | 0.15% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,191 | 586 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,947 | 578 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 16,717 | 570 | 0.15% | 0.15% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,646 | 568 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 16,641 | 567 | 0.24% | 0.24% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 16,396 | 559 | 0.12% | 0.12% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 15,924 | 543 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 15,695 | 535 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 15,253 | 520 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,133 | 516 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 14,661 | 496 | 0.19% | 0.19% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Landing Point Financial Group, LLC | History | No change | 14,369 | 490 | 0.17% | 0.17% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,269 | 486 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 13,869 | 473 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tranquility Partners, LLC | History | No change | 13,290 | 453 | 0.16% | 0.16% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 13,062 | 445 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 12,918 | 440 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12,697 | 433 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 11,751 | 418 | 0.17% | 0.17% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GEM Asset Management, LLC | History | No change | 11,996 | 409 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Donalies Financial Planning, LLC | History | No change | 11,783 | 402 | 0.3% | 0.3% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 11,613 | 396 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,557 | 394 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 11,492 | 392 | 0.15% | 0.15% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 11,319 | 386 | 0.33% | 0.33% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova R Wealth, Inc. | History | No change | 11,139 | 380 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 11,077 | 378 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 10,823 | 369 | 0.21% | 0.21% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 10,815 | 369 | 0.3% | 0.3% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Unison Advisors LLC | History | No change | 10,657 | 363 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aerodigm Wealth, LLC | History | No change | 10,617 | 362 | 0.12% | 0.12% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,399 | 354 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 10,289 | 351 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 10,315 | 351 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,306 | 351 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 10,276 | 350 | 0.15% | 0.15% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 10,171 | 347 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RCS Financial Planning, LLC | History | No change | 10,009 | 341 | 0.16% | 0.16% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 10,001 | 341 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 9,768 | 333 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,686 | 330 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,535 | 321 | 0.01% | 0.01% | 263 | -2,458 | -20.5% | Q3 2026 | Oct 07, 2026 |
| BIP Wealth, LLC | History | No change | 9,303 | 317 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,290 | 317 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,218 | 314 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | No change | 9,213 | 314 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 9,163 | 312 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 9,131 | 311 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DOVER ADVISORS, LLC | History | No change | 9,829 | 311 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 8,776 | 299 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 8,594 | 293 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 8,541 | 291 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,443 | 288 | 0.2% | 0.2% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 8,323 | 284 | 0.1% | 0.1% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,292 | 282 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,241 | 281 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 8,130 | 277 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,135 | 277 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,036 | 274 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 8,030 | 274 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,793 | 265 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,693 | 262 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,609 | 259 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Financial Group Corp | History | No change | 7,561 | 258 | 0.19% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AWM CAPITAL, LLC | History | No change | 7,512 | 256 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversified Trust Co | History | No change | 7,500 | 255 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stewardship Advisors, LLC | History | No change | 7,458 | 254 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capstone Wealth Management, LLC | History | No change | 7,465 | 254 | 0.12% | 0.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,394 | 252 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syverson Strege & Co | History | No change | 7,396 | 252 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 7,351 | 250 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | No change | 7,270 | 248 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 7,198 | 245 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 7,076 | 241 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 7,144 | 241 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shearwater Capital LLC | History | No change | 6,978 | 238 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Noble Family Wealth, LLC | History | No change | 6,938 | 236 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 6,773 | 231 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Facet Wealth, Inc. | History | No change | 6,630 | 226 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |