Dimensional ETF Trust - DISV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | No change | 13,414,075 | 538,306 | 0.55% | 0.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | Added to | 5,650,530 | 244,611 | 3.18% | 2.91% | 2 | +7,564 | 0.13% | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 4,994,845 | 216,226 | 1.83% | 1.82% | 3 | -215,835 | -4.14% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,118,868 | 125,160 | 1.06% | 1.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,991,895 | 120,064 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 2,629,312 | 109,467 | 0.32% | 0.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 2,485,157 | 99,729 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,385,040 | 95,711 | 1.43% | 1.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 1,592,790 | 63,918 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Added to | 1,238,155 | 53,599 | 3.32% | 3.06% | 10 | +27,664 | 2.29% | Q3 2026 | Nov 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,318,379 | 52,906 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | Reduced | 1,167,340 | 50,534 | 2.49% | 2.38% | 12 | -43,424 | -3.59% | Q3 2026 | Oct 23, 2026 |
| Corient Private Wealth LP | History | No change | 1,018,423 | 40,869 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 979,700 | 39,315 | 3.23% | 3.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 978,432 | 39,264 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 958,337 | 38,458 | 3.04% | 3.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 869,607 | 37,645 | 0.02% | 0.02% | 17 | -8,345 | -0.95% | Q3 2026 | Nov 02, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 871,449 | 35,494 | 7.67% | 7.67% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 846,710 | 33,978 | 0.22% | 0.22% | 19 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 829,638 | 33,293 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 823,817 | 33,059 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 815,545 | 32,727 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 786,039 | 31,543 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 733,521 | 31,137 | 0.05% | 0.03% | 24 | +272,111 | 58.97% | Q3 2026 | Oct 13, 2026 |
| Premier Financial Group | History | No change | 739,178 | 29,663 | 5.96% | 5.96% | 25 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Integris Wealth Management, LLC | History | Added to | 660,874 | 28,609 | 5.5% | 5.08% | 26 | +34,212 | 5.46% | Q3 2026 | Oct 14, 2026 |
| Planning Center, Inc. | History | No change | 697,483 | 27,989 | 2.64% | 2.64% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 645,733 | 27,953 | 2.78% | 2.55% | 28 | +3,813 | 0.59% | Q3 2026 | Oct 15, 2026 |
| William Mack & Associates, Inc. | History | Added to | 634,583 | 27,471 | 8.6% | 8.33% | 29 | +45,681 | 7.76% | Q3 2026 | Oct 27, 2026 |
| Index Fund Advisors, Inc. | History | No change | 654,082 | 26,248 | 1.04% | 1.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 584,174 | 25,288 | 0.27% | 0.25% | 31 | -3,139 | -0.53% | Q3 2026 | Oct 28, 2026 |
| Financial Harvest, LLC | History | Added to | 564,504 | 24,437 | 11.47% | 8.81% | 32 | +33,419 | 6.29% | Q3 2026 | Oct 15, 2026 |
| NorthAvenue LLC | History | Added to | 555,281 | 24,038 | 16.95% | 15.39% | 33 | +19,927 | 3.72% | Q3 2026 | Oct 29, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 536,539 | 23,226 | 2.53% | 2.25% | 34 | -3,007 | -0.56% | Q3 2026 | Oct 14, 2026 |
| Apella Capital, LLC | History | Added to | 539,929 | 23,017 | 0.29% | 0.17% | 35 | +249,375 | 85.83% | Q3 2026 | Oct 08, 2026 |
| Equita Financial Network, Inc. | History | Added to | 505,289 | 21,873 | 6.19% | 5.39% | 36 | +21,548 | 4.45% | Q3 2026 | Oct 19, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 540,473 | 21,689 | 1.4% | 1.4% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rather & Kittrell, Inc. | History | No change | 539,288 | 21,641 | 3.02% | 3.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 533,748 | 21,419 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 513,430 | 20,691 | 0.67% | 0.67% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 491,240 | 19,713 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 443,002 | 19,177 | 3.71% | 4.64% | 42 | +6,108 | 1.4% | Q3 2026 | Oct 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 468,855 | 18,815 | 4.58% | 4.58% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | Added to | 417,461 | 18,071 | 0.03% | 0.03% | 44 | +34,384 | 8.98% | Q3 2026 | Oct 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 449,274 | 18,029 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MB Generational Wealth, LLC | History | No change | 444,342 | 17,831 | 8.75% | 8.75% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 425,660 | 17,081 | 2.76% | 2.76% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LRI Investments, LLC | History | No change | 414,353 | 16,627 | 1.34% | 1.34% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| von Borstel & Associates, Inc. | History | No change | 410,932 | 16,490 | 3.38% | 3.38% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 403,545 | 16,194 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 367,202 | 15,896 | 0.1% | 0.08% | 51 | +31,577 | 9.41% | Q3 2026 | Oct 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 386,882 | 15,525 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 352,071 | 15,241 | 5.49% | 4.99% | 53 | +33,864 | 10.64% | Q3 2026 | Oct 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 372,300 | 14,940 | 3.69% | 3.69% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 369,260 | 14,818 | 1.15% | 1.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 367,558 | 14,750 | 2.37% | 2.37% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 350,535 | 14,066 | 1.43% | 1.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 321,191 | 13,904 | 1.34% | 1.91% | 58 | -160,810 | -33.36% | Q3 2026 | Nov 03, 2026 |
| Sensible Money, LLC | History | Added to | 320,954 | 13,894 | 3.57% | 3.4% | 59 | +1,202 | 0.38% | Q3 2026 | Oct 20, 2026 |
| United Wealth Management, LLC | History | Added to | 313,514 | 13,572 | 3.59% | 2.81% | 60 | +2,852 | 0.92% | Q3 2026 | Oct 30, 2026 |
| Miramar Fiduciary Corp | History | No change | 337,798 | 13,555 | 13.4% | 13.4% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 312,558 | 13,530 | 0.05% | 0.06% | 62 | +598 | 0.19% | Q3 2026 | Oct 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 309,568 | 13,401 | 0.21% | 0.24% | 63 | -11,802 | -3.67% | Q3 2026 | Nov 04, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 307,396 | 13,307 | 3.65% | 3.31% | 64 | +4,470 | 1.48% | Q3 2026 | Oct 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 329,461 | 13,221 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 302,186 | 13,081 | 10.85% | 10.33% | 66 | +1,555 | 0.52% | Q3 2026 | Oct 16, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 294,650 | 12,755 | 3.61% | 3.41% | 67 | -8,624 | -2.84% | Q3 2026 | Oct 14, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 291,900 | 12,636 | 1.2% | 1.11% | 68 | +6,683 | 2.34% | Q3 2026 | Nov 02, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 290,786 | 12,588 | 5.88% | 4.64% | 69 | +738 | 0.25% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 286,150 | 12,387 | 0.09% | 0.08% | 70 | +44,364 | 18.35% | Q3 2026 | Oct 08, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 280,266 | 12,132 | 3.65% | 3.44% | 71 | +3,910 | 1.41% | Q3 2026 | Oct 19, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 292,082 | 12,060 | 10.33% | 10.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 277,758 | 12,024 | 1.56% | 1.49% | 73 | +16,376 | 6.27% | Q3 2026 | Oct 21, 2026 |
| DRAVO BAY LLC | History | No change | 285,637 | 11,462 | 3.97% | 3.97% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 264,022 | 11,429 | 4.5% | 4.2% | 75 | -12,068 | -4.37% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 279,311 | 11,213 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 262,495 | 11,156 | 0.3% | 0.37% | 77 | -51,543 | -16.41% | Q3 2026 | Oct 13, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 253,287 | 10,964 | 2.56% | 2.47% | 78 | -1,975 | -0.77% | Q3 2026 | Nov 03, 2026 |
| Financial Architects, LLC | History | Added to | 250,920 | 10,862 | 5.55% | 4.76% | 79 | +3,605 | 1.46% | Q3 2026 | Oct 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 266,152 | 10,680 | 2.26% | 2.26% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Yardley Wealth Management LLC | History | Added to | 246,168 | 10,656 | 4.65% | 4.32% | 81 | +9,423 | 3.98% | Q3 2026 | Oct 23, 2026 |
| Financial Symmetry Inc | History | Added to | 231,749 | 10,050 | 3.21% | 3.1% | 82 | +163 | 0.07% | Q3 2026 | Oct 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 245,067 | 9,834 | 4.81% | 4.81% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 219,690 | 9,510 | 1.96% | 1.81% | 84 | -1,310 | -0.59% | Q3 2026 | Oct 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 216,994 | 9,393 | 0.29% | 0.32% | 85 | -40,889 | -15.86% | Q3 2026 | Oct 29, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 216,693 | 9,380 | 5.21% | 4.77% | 86 | +39 | 0.02% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 227,732 | 9,138 | 0.22% | 0.22% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 227,493 | 9,129 | 4.36% | 4.36% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 226,926 | 9,109 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SACHEM HILL LLC | History | Added to | 210,062 | 9,093 | 1.6% | 1.49% | 90 | +1,748 | 0.84% | Q3 2026 | Oct 14, 2026 |
| Greenline Partners, LLC | History | No change | 226,207 | 9,077 | 0.92% | 0.92% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 25 LLC | History | Added to | 207,058 | 8,963 | 2.44% | 2.2% | 92 | +6,457 | 3.22% | Q3 2026 | Oct 13, 2026 |
| CHOREO, LLC | History | Added to | 205,652 | 8,902 | 0.09% | 0.02% | 93 | +171,401 | 500.43% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 221,672 | 8,895 | 0.9% | 0.9% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Added to | 202,367 | 8,760 | 0.24% | 0.18% | 95 | +48,569 | 31.58% | Q3 2026 | Oct 22, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 199,485 | 8,635 | 2.97% | 2.68% | 96 | +1,666 | 0.84% | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 197,789 | 8,562 | 0.06% | 0.06% | 97 | +25,421 | 14.75% | Q3 2026 | Oct 16, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 194,400 | 8,415 | 1.89% | 2.08% | 98 | -28,606 | -12.83% | Q3 2026 | Oct 19, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 198,381 | 8,367 | 0.15% | 0.16% | 99 | +6,953 | 3.63% | Q3 2026 | Oct 26, 2026 |
| Sepio Capital, LP | History | Added to | 193,017 | 8,355 | 0.33% | 0.39% | 100 | +1,451 | 0.76% | Q3 2026 | Oct 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 192,692 | 8,341 | 0.88% | 1.07% | 101 | -66,927 | -25.78% | Q3 2026 | Oct 29, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 187,563 | 8,119 | 2.71% | 2.48% | 102 | +6,409 | 3.54% | Q3 2026 | Oct 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 186,170 | 8,059 | 0.23% | 0.24% | 103 | +38,375 | 25.97% | Q3 2026 | Oct 13, 2026 |
| Foundry Financial LLC | History | Added to | 184,203 | 7,974 | 2.48% | 2.08% | 104 | +30,293 | 19.68% | Q3 2026 | Oct 16, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 197,686 | 7,933 | 2.07% | 2.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 181,338 | 7,850 | 2.62% | 1.9% | 106 | +24,711 | 15.78% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 195,542 | 7,847 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 192,541 | 7,726 | 4.24% | 4.24% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAM GROUP, INC. | History | Reduced | 176,625 | 7,646 | 3.85% | 3.54% | 109 | -960 | -0.54% | Q3 2026 | Oct 26, 2026 |
| IFG Advisory, LLC | History | No change | 190,046 | 7,626 | 0.27% | 0.27% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 188,187 | 7,551 | 4.02% | 4.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 186,805 | 7,496 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clarity Wealth Development LLC | History | Added to | 169,768 | 7,349 | 4.15% | 3.75% | 113 | +1,540 | 0.92% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 178,048 | 7,145 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 164,461 | 7,119 | 2.25% | 1.99% | 115 | +6,936 | 4.4% | Q3 2026 | Oct 22, 2026 |
| BetterWealth, LLC | History | Reduced | 164,439 | 7,118 | 1.2% | 1.18% | 116 | -1,397 | -0.84% | Q3 2026 | Oct 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 175,555 | 7,045 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 160,013 | 6,926 | 0.78% | 0.69% | 118 | -2,764 | -1.7% | Q3 2026 | Nov 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 158,997 | 6,883 | 2.6% | 2.0% | 119 | +31,272 | 24.48% | Q3 2026 | Oct 19, 2026 |
| Seven Bridges Advisors LLC | History | Added to | 158,855 | 6,876 | 3.11% | 3.05% | 120 | +988 | 0.63% | Q3 2026 | Oct 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 171,331 | 6,875 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 165,132 | 6,626 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 164,283 | 6,592 | 5.7% | 5.7% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Longview Financial Advisors LLC | History | No change | 163,131 | 6,546 | 3.23% | 3.23% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 162,762 | 6,531 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 162,003 | 6,501 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 149,410 | 6,467 | 1.49% | 1.41% | 127 | +652 | 0.44% | Q3 2026 | Nov 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 160,378 | 6,435 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Added to | 146,452 | 6,339 | 2.2% | 2.05% | 129 | +8,569 | 6.21% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 154,140 | 6,223 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Reduced | 143,020 | 6,191 | 1.11% | 1.0% | 131 | -535 | -0.37% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 153,382 | 6,181 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 142,332 | 6,161 | 0.01% | 0.01% | 133 | -15,568 | -9.86% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 153,020 | 6,140 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Navigoe, LLC | History | Added to | 135,701 | 5,874 | 3.03% | 2.69% | 135 | +7,274 | 5.66% | Q3 2026 | Nov 03, 2026 |
| Avant Financial Advisors LLC | History | Added to | 134,832 | 5,836 | 3.55% | 3.35% | 136 | +835 | 0.62% | Q3 2026 | Nov 02, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 133,004 | 5,757 | 1.54% | 1.4% | 137 | +815 | 0.62% | Q3 2026 | Oct 16, 2026 |
| Navigate Wealth Management, LLC | History | Added to | 134,333 | 5,728 | 3.47% | 2.86% | 138 | +22,280 | 19.88% | Q3 2026 | Oct 14, 2026 |
| BWM Planning, LLC | History | No change | 142,532 | 5,719 | 1.33% | 1.33% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 142,121 | 5,605 | 0.7% | 0.7% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JDH Wealth Management, LLC | History | Added to | 122,179 | 5,289 | 3.2% | 2.85% | 141 | +5,346 | 4.58% | Q3 2026 | Oct 19, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 121,974 | 5,280 | 2.0% | 1.92% | 142 | -887 | -0.72% | Q3 2026 | Oct 27, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 121,563 | 5,262 | 1.36% | 1.18% | 143 | +3,175 | 2.68% | Q3 2026 | Oct 23, 2026 |
| M Holdings Securities, Inc. | History | Added to | 122,845 | 5,242 | 0.33% | 0.54% | 144 | +25,536 | 26.24% | Q3 2026 | Nov 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 120,399 | 5,212 | 0.67% | 0.63% | 145 | +1,307 | 1.1% | Q3 2026 | Oct 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 127,787 | 5,128 | 2.61% | 2.61% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Willow Creek Wealth Management Inc. | History | Reduced | 116,437 | 5,040 | 0.33% | 0.31% | 147 | -2,038 | -1.72% | Q3 2026 | Oct 26, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 124,514 | 4,996 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 114,126 | 4,940 | 4.61% | 4.54% | 149 | -1,651 | -1.43% | Q3 2026 | Oct 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 113,747 | 4,924 | 0.47% | 0.45% | 150 | +707 | 0.63% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 122,388 | 4,911 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emprise Bank | History | Reduced | 111,832 | 4,841 | 1.85% | 1.67% | 152 | -866 | -0.77% | Q3 2026 | Oct 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 119,584 | 4,798 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McLean Asset Management Corp | History | No change | 111,493 | 4,720 | 0.62% | 0.62% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 108,642 | 4,703 | 0.48% | 0.43% | 155 | +5,703 | 5.54% | Q3 2026 | Oct 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 107,764 | 4,665 | 0.5% | 0.32% | 156 | +44,411 | 70.1% | Q3 2026 | Oct 13, 2026 |
| Vestment Financial LLC | History | Reduced | 108,263 | 4,628 | 2.07% | 1.97% | 157 | -9 | -0.01% | Q3 2026 | Oct 13, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 106,694 | 4,618 | 1.35% | 1.21% | 158 | +6,417 | 6.4% | Q3 2026 | Oct 22, 2026 |
| Tillman Hartley LLC | History | No change | 113,569 | 4,557 | 1.02% | 1.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 102,431 | 4,434 | 1.79% | 1.99% | 160 | -963 | -0.93% | Q3 2026 | Oct 19, 2026 |
| Spire Wealth Management | History | Added to | 99,690 | 4,315 | 0.13% | 0.12% | 161 | +166 | 0.17% | Q3 2026 | Oct 30, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 100,804 | 4,284 | 1.51% | 1.41% | 162 | +2,371 | 2.41% | Q3 2026 | Nov 03, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 98,181 | 4,250 | 3.15% | 2.82% | 163 | +2,655 | 2.78% | Q3 2026 | Nov 02, 2026 |
| Karpus Management, Inc. | History | No change | 105,610 | 4,238 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 101,599 | 4,077 | 0.96% | 0.96% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 99,824 | 4,006 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| E6 Portfolios, LLC | History | Added to | 92,321 | 3,996 | 3.02% | 2.82% | 167 | +4,302 | 4.89% | Q3 2026 | Oct 23, 2026 |
| Quantinno Capital Management LP | History | No change | 98,940 | 3,970 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 97,619 | 3,917 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 89,998 | 3,896 | 0.9% | 0.85% | 170 | -1,741 | -1.9% | Q3 2026 | Oct 21, 2026 |
| RAM Investment Partners, LLC | History | Added to | 88,714 | 3,840 | 0.61% | 0.5% | 171 | +10,927 | 14.05% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 94,714 | 3,800 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 87,006 | 3,766 | 3.01% | 2.69% | 173 | -1,302 | -1.47% | Q3 2026 | Nov 04, 2026 |
| Waverly Advisors, LLC | History | No change | 93,172 | 3,738 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 84,612 | 3,662 | 1.36% | 1.33% | 175 | -1,952 | -2.25% | Q3 2026 | Nov 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 83,456 | 3,612 | 0.1% | 0.09% | 176 | +550 | 0.66% | Q3 2026 | Oct 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 86,934 | 3,488 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 78,442 | 3,395 | 0.01% | 0.01% | 178 | +12,745 | 19.4% | Q3 2026 | Nov 02, 2026 |
| CSP Financial Group, LLC | History | Reduced | 77,498 | 3,354 | 3.38% | 2.76% | 179 | -3,266 | -4.04% | Q3 2026 | Oct 26, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 77,433 | 3,352 | 1.94% | 1.77% | 180 | -467 | -0.6% | Q3 2026 | Oct 13, 2026 |
| Corus Family Wealth Advisors | History | No change | 82,120 | 3,295 | 2.27% | 2.27% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 81,940 | 3,288 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 80,413 | 3,226 | 0.99% | 0.99% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burton Enright Welch | History | Reduced | 74,442 | 3,222 | 0.35% | 0.36% | 184 | -1,956 | -2.56% | Q3 2026 | Nov 03, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 74,044 | 3,205 | 1.0% | 0.94% | 185 | +766 | 1.05% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 73,763 | 3,193 | 0.1% | 0.07% | 186 | +24,495 | 49.72% | Q3 2026 | Nov 04, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 73,586 | 3,185 | 0.35% | 0.21% | 187 | +26,518 | 56.34% | Q3 2026 | Oct 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 72,859 | 3,154 | 1.74% | 1.51% | 188 | +1,128 | 1.57% | Q3 2026 | Nov 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 72,834 | 3,152 | 0.97% | 0.9% | 189 | +780 | 1.08% | Q3 2026 | Oct 26, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 68,255 | 2,954 | 0.46% | 0.39% | 190 | -297 | -0.43% | Q3 2026 | Oct 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 66,871 | 2,894 | 0.22% | 0.14% | 191 | +18,439 | 38.07% | Q3 2026 | Oct 19, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 70,853 | 2,843 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 70,238 | 2,818 | 0.43% | 0.43% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aurelius Family Office LLC | History | Added to | 64,478 | 2,791 | 1.11% | 1.0% | 194 | +1,291 | 2.04% | Q3 2026 | Oct 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 69,324 | 2,781 | 0.55% | 0.55% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 59,490 | 2,575 | 0.44% | 0.38% | 196 | +4,092 | 7.39% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 62,789 | 2,520 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 57,696 | 2,497 | 0.1% | 0.19% | 198 | -65,206 | -53.06% | Q3 2026 | Nov 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 56,645 | 2,452 | 0.6% | 0.5% | 199 | +5,682 | 11.15% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,360 | 2,440 | 0.01% | 0.0% | 200 | +10,721 | 23.49% | Q3 2026 | Nov 02, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 56,061 | 2,426 | 1.84% | 1.59% | 201 | +5,647 | 11.2% | Q3 2026 | Oct 27, 2026 |
| Faithward Advisors, LLC | History | No change | 58,080 | 2,330 | 0.28% | 0.28% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 53,581 | 2,319 | 1.68% | 1.56% | 203 | +121 | 0.23% | Q3 2026 | Nov 04, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 57,442 | 2,305 | 0.84% | 0.84% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 57,437 | 2,304 | 0.44% | 0.44% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trailhead Planners LLC | History | No change | 56,949 | 2,285 | 2.21% | 2.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 52,613 | 2,277 | 0.04% | 0.04% | 207 | -9,675 | -15.53% | Q3 2026 | Oct 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 56,651 | 2,273 | 0.52% | 0.52% | 208 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 48,833 | 2,113 | 1.55% | 1.51% | 209 | +381 | 0.79% | Q3 2026 | Oct 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 48,520 | 2,100 | 0.03% | 0.02% | 210 | +7,957 | 19.62% | Q3 2026 | Oct 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 48,313 | 2,091 | 0.36% | 0.38% | 211 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Triumph Capital Management | History | Added to | 47,999 | 2,077 | 0.36% | 0.33% | 212 | +2,249 | 4.92% | Q3 2026 | Oct 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 47,591 | 2,060 | 0.16% | 0.13% | 213 | -1,258 | -2.58% | Q3 2026 | Oct 28, 2026 |
| Cambridge Financial Group, LLC | History | No change | 50,664 | 2,033 | 0.64% | 0.64% | 214 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Midwest Trust Co | History | Added to | 46,719 | 2,022 | 0.02% | 0.02% | 215 | +414 | 0.89% | Q3 2026 | Oct 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 44,456 | 1,924 | 0.36% | 0.13% | 216 | +26,938 | 153.77% | Q3 2026 | Oct 15, 2026 |
| Shearwater Capital LLC | History | Added to | 44,287 | 1,917 | 0.91% | 0.8% | 217 | +2,318 | 5.52% | Q3 2026 | Oct 13, 2026 |
| Matisse Capital | History | No change | 44,100 | 1,909 | 0.75% | 0.71% | 218 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 42,964 | 1,859 | 1.77% | 1.79% | 219 | -3,760 | -8.05% | Q3 2026 | Oct 22, 2026 |
| Benson Investment Management Company, Inc. | History | No change | 42,645 | 1,846 | 10.39% | 9.11% | 220 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 45,230 | 1,815 | 1.29% | 1.29% | 221 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 41,433 | 1,793 | 0.18% | 0.17% | 222 | -1,502 | -3.5% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Added to | 41,247 | 1,785 | 0.0% | 0.0% | 223 | +6,092 | 17.33% | Q3 2026 | Nov 04, 2026 |
| NWAM LLC | History | No change | 44,061 | 1,768 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Factor Wealth Management LTD | History | Added to | 40,381 | 1,748 | 0.27% | 0.22% | 225 | +3,946 | 10.83% | Q3 2026 | Oct 08, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 40,264 | 1,743 | 0.28% | 0.25% | 226 | -476 | -1.17% | Q3 2026 | Oct 20, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 43,284 | 1,736 | 1.16% | 1.16% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 43,156 | 1,731 | 0.21% | 0.21% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 39,976 | 1,730 | 0.64% | 0.61% | 229 | -1,344 | -3.25% | Q3 2026 | Oct 19, 2026 |
| Veratis Advisors, Inc. | History | Added to | 39,494 | 1,709 | 1.29% | 1.11% | 230 | +245 | 0.62% | Q3 2026 | Nov 03, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 42,308 | 1,697 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nautilus Advisors LLC | History | Added to | 38,171 | 1,652 | 1.0% | 0.9% | 232 | +1,030 | 2.77% | Q3 2026 | Oct 06, 2026 |
| McGrath & Associates, Inc. | History | Added to | 38,036 | 1,646 | 1.83% | 1.94% | 233 | +985 | 2.66% | Q3 2026 | Oct 27, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 37,460 | 1,621 | 0.93% | 0.98% | 234 | -4,366 | -10.44% | Q3 2026 | Oct 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 39,525 | 1,586 | 0.12% | 0.12% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 36,263 | 1,569 | 0.1% | 0.09% | 236 | +3,236 | 9.8% | Q3 2026 | Oct 08, 2026 |
| Stratos Investment Management, LLC | History | No change | 38,805 | 1,557 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RB Capital Management, LLC | History | No change | 38,706 | 1,553 | 0.3% | 0.3% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 35,678 | 1,544 | 0.34% | 0.33% | 239 | -411 | -1.14% | Q3 2026 | Oct 08, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 35,301 | 1,528 | 1.03% | 0.92% | 240 | +1,566 | 4.64% | Q3 2026 | Oct 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 37,934 | 1,522 | 0.47% | 0.47% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 34,835 | 1,508 | 0.18% | 0.27% | 242 | -22,107 | -38.82% | Q3 2026 | Oct 19, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 34,816 | 1,507 | 0.04% | 0.05% | 243 | -36 | -0.1% | Q3 2026 | Oct 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 34,299 | 1,484 | 0.02% | 0.02% | 244 | +448 | 1.32% | Q3 2026 | Oct 22, 2026 |
| Oceanside Advisors LLC | History | Added to | 33,708 | 1,459 | 0.9% | 0.67% | 245 | +423 | 1.27% | Q3 2026 | Nov 03, 2026 |
| Brookstone Capital Management | History | Added to | 33,022 | 1,429 | 0.01% | 0.01% | 246 | +14,483 | 78.12% | Q3 2026 | Oct 22, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 34,920 | 1,401 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 34,851 | 1,398 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altiora Financial Group, LLC | History | Added to | 31,774 | 1,375 | 0.23% | 0.2% | 249 | +157 | 0.5% | Q3 2026 | Nov 04, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 30,936 | 1,339 | 0.22% | 0.21% | 250 | +100 | 0.32% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 30,695 | 1,328 | 0.01% | 0.01% | 251 | +13,866 | 82.39% | Q3 2026 | Oct 28, 2026 |
| Two West Capital Advisors LLC | History | Added to | 30,448 | 1,320 | 0.66% | 0.61% | 252 | +523 | 1.75% | Q3 2026 | Oct 15, 2026 |
| HBE Wealth Management, LLC | History | No change | 32,320 | 1,297 | 0.93% | 0.93% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BDFS Capital LLC | History | Added to | 29,916 | 1,295 | 0.64% | 0.51% | 254 | +748 | 2.56% | Q3 2026 | Oct 14, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 29,860 | 1,292 | 0.95% | 0.88% | 255 | -353 | -1.17% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 31,897 | 1,280 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 27,894 | 1,207 | 0.73% | 1.18% | 257 | -22,311 | -44.44% | Q3 2026 | Oct 07, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 27,840 | 1,205 | 0.66% | 0.8% | 258 | -7,385 | -20.97% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,817 | 1,204 | 0.0% | 0.0% | 259 | +10,111 | 57.1% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 29,613 | 1,188 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 29,614 | 1,188 | 0.4% | 0.4% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 27,257 | 1,179 | 0.73% | 0.42% | 262 | +43 | 0.16% | Q3 2026 | Oct 15, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 29,169 | 1,170 | 0.44% | 0.44% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMill Wealth Management | History | New | 26,910 | 1,164 | 0.26% | — | 264 | +26,910 | New | Q3 2026 | Nov 05, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Reduced | 26,794 | 1,159 | 0.89% | 0.86% | 265 | -1,104 | -3.96% | Q3 2026 | Oct 16, 2026 |
| GTS SECURITIES LLC | History | No change | 28,517 | 1,144 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 28,454 | 1,141 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 28,444 | 1,141 | 0.49% | 0.49% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 25,513 | 1,104 | 1.04% | 0.96% | 269 | -892 | -3.38% | Q3 2026 | Oct 26, 2026 |
| Hilltop Holdings Inc. | History | No change | 27,241 | 1,093 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 25,236 | 1,092 | 0.51% | 0.47% | 271 | +37 | 0.15% | Q3 2026 | Nov 02, 2026 |
| Greenspring Advisors, LLC | History | Added to | 24,150 | 1,045 | 0.05% | 0.05% | 272 | +1,002 | 4.33% | Q3 2026 | Nov 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 25,719 | 1,037 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 23,855 | 1,032 | 0.78% | 0.8% | 274 | -1,618 | -6.35% | Q3 2026 | Nov 03, 2026 |
| Daner Wealth Management, LLC | History | No change | 23,357 | 1,028 | 0.56% | 0.56% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,175 | 1,010 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLas Financial Planning LLC | History | No change | 24,764 | 993 | 0.81% | 0.81% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Oath Planning, LLC | History | Reduced | 22,598 | 978 | 0.63% | 0.7% | 278 | -935 | -3.97% | Q3 2026 | Oct 20, 2026 |
| Vantage Point Financial LLC | History | No change | 23,765 | 953 | 0.29% | 0.29% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | No change | 22,079 | 941 | 0.19% | 0.24% | 280 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Generations Wealth, LLC | History | No change | 23,217 | 931 | 0.88% | 0.88% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 21,439 | 928 | 0.04% | 0.02% | 282 | +13,881 | 183.66% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 22,311 | 895 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 22,278 | 894 | 0.39% | 0.39% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 20,559 | 889 | 0.15% | 0.14% | 285 | -730 | -3.43% | Q3 2026 | Oct 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 22,114 | 887 | 0.36% | 0.36% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,966 | 881 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 20,013 | 866 | 0.01% | 0.01% | 288 | -501 | -2.44% | Q3 2026 | Oct 23, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 21,561 | 865 | 0.47% | 0.47% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 19,749 | 854 | 0.25% | 0.24% | 290 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 19,727 | 853 | 0.06% | 0.06% | 291 | -937 | -4.53% | Q3 2026 | Oct 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 19,500 | 844 | 0.14% | 0.1% | 292 | +4,500 | 30.0% | Q3 2026 | Nov 04, 2026 |
| Outbound Financial Inc | History | Reduced | 19,469 | 842 | 0.54% | 0.6% | 293 | -3,481 | -15.17% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | New | 19,318 | 836 | 0.0% | — | 294 | +19,318 | New | Q3 2026 | Oct 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 19,220 | 832 | 0.77% | 0.46% | 295 | -601 | -3.03% | Q3 2026 | Oct 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 19,198 | 831 | 0.01% | 0.01% | 296 | -4,042 | -17.39% | Q3 2026 | Oct 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 19,172 | 829 | 0.26% | 0.25% | 297 | -192 | -0.99% | Q3 2026 | Oct 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 20,580 | 825 | 0.61% | 0.61% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Capital Group | History | Added to | 18,822 | 814 | 0.1% | 0.07% | 299 | +4,227 | 28.96% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 20,000 | 802 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |