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 | Reduced | 13,414,075 | 538,306 | 0.55% | 0.61% | 1 | -499,375 | -3.59% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | Added to | 5,642,966 | 226,452 | 2.91% | 3.13% | 2 | +37,606 | 0.67% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,210,680 | 209,104 | 1.82% | 2.26% | 3 | -533,356 | -9.29% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,118,868 | 125,160 | 1.06% | 1.15% | 4 | +233,982 | 8.11% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,991,895 | 120,064 | 0.01% | 0.01% | 5 | +722,218 | 31.82% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 2,629,312 | 109,467 | 0.32% | 0.19% | 6 | +1,613,397 | 158.81% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 2,485,157 | 99,729 | 0.01% | 0.0% | 7 | +2,450,942 | 7163.36% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,385,040 | 95,711 | 1.43% | 1.56% | 8 | +103,516 | 4.54% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 1,592,790 | 63,918 | 0.08% | 0.08% | 9 | +173,472 | 12.22% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,318,379 | 52,906 | 0.01% | 0.01% | 10 | +126,618 | 10.62% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | New | 1,210,764 | 48,587 | 2.38% | — | 11 | +1,210,764 | New | Q2 2026 | Jul 07, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,210,491 | 48,577 | 3.06% | 3.37% | 12 | -10,532 | -0.86% | Q2 2026 | Jul 30, 2026 |
| Evanson Asset Management, LLC | History | No change | 1,186,477 | 46,794 | 2.51% | 2.51% | 13 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,171,519 | 46,204 | 1.44% | 1.44% | 14 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LP | History | Reduced | 1,018,423 | 40,869 | 0.06% | 0.06% | 15 | -40,355 | -3.81% | Q2 2026 | Aug 27, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 979,700 | 39,315 | 3.23% | 3.4% | 16 | +69,562 | 7.64% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 978,432 | 39,264 | 0.04% | 0.04% | 17 | -24,990 | -2.49% | Q2 2026 | Aug 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 958,337 | 38,458 | 3.04% | 3.5% | 18 | +12,929 | 1.37% | Q2 2026 | Aug 06, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 871,449 | 35,494 | 7.67% | 8.06% | 19 | +33,105 | 3.95% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Reduced | 877,952 | 35,232 | 0.02% | 0.02% | 20 | -3,326 | -0.38% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 846,710 | 33,978 | 0.22% | 0.22% | 21 | +149,160 | 21.38% | Q2 2026 | Sep 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 829,638 | 33,293 | 0.01% | 0.01% | 22 | +22,393 | 2.77% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 823,817 | 33,059 | 0.04% | 0.03% | 23 | +253,103 | 44.35% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 815,545 | 32,727 | 0.01% | 0.01% | 24 | -91,203 | -10.06% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 786,039 | 31,543 | 0.0% | 0.01% | 25 | -212,707 | -21.3% | Q2 2026 | Aug 14, 2026 |
| Premier Financial Group | History | Added to | 739,178 | 29,663 | 5.96% | 5.04% | 26 | +1,751 | 0.24% | Q2 2026 | Sep 18, 2026 |
| Planning Center, Inc. | History | Added to | 697,483 | 27,989 | 2.64% | 2.75% | 27 | +9,025 | 1.31% | Q2 2026 | Jul 29, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 654,082 | 26,248 | 1.04% | 1.11% | 28 | +28,984 | 4.64% | Q2 2026 | Aug 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 641,920 | 25,760 | 2.55% | 2.75% | 29 | -4,808 | -0.74% | Q2 2026 | Jul 10, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 626,662 | 25,147 | 5.08% | 5.71% | 30 | -2,749 | -0.44% | Q2 2026 | Jul 10, 2026 |
| William Mack & Associates, Inc. | History | Added to | 588,902 | 23,632 | 8.33% | 8.4% | 31 | +216,141 | 57.98% | Q2 2026 | Jul 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 587,313 | 23,568 | 0.25% | 0.25% | 32 | +61,884 | 11.78% | Q2 2026 | Aug 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 540,473 | 21,689 | 1.4% | 1.36% | 33 | +25,842 | 5.02% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 539,546 | 21,651 | 2.25% | 2.53% | 34 | -797 | -0.15% | Q2 2026 | Jul 23, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 539,288 | 21,641 | 3.02% | 3.14% | 35 | +23,621 | 4.58% | Q2 2026 | Aug 12, 2026 |
| NorthAvenue LLC | History | Reduced | 535,354 | 21,483 | 15.39% | 17.08% | 36 | -9,462 | -1.74% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 533,748 | 21,419 | 0.11% | 0.11% | 37 | +23,467 | 4.6% | Q2 2026 | Jul 17, 2026 |
| Financial Harvest, LLC | History | Added to | 531,085 | 21,312 | 8.81% | 11.62% | 38 | +30,727 | 6.14% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 513,430 | 20,691 | 0.67% | 0.71% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 491,240 | 19,713 | 0.01% | 0.01% | 40 | +35,147 | 7.71% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | Added to | 483,741 | 19,412 | 5.39% | 5.7% | 41 | +23,824 | 5.18% | Q2 2026 | Jul 29, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 482,001 | 19,342 | 1.91% | 2.02% | 42 | +24,715 | 5.4% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 461,410 | 18,871 | 0.03% | 0.03% | 43 | +47,252 | 11.41% | Q2 2026 | Jul 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 468,855 | 18,815 | 4.58% | 5.02% | 44 | +15,407 | 3.4% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 449,274 | 18,029 | 0.08% | 0.08% | 45 | +70,252 | 18.54% | Q2 2026 | Aug 18, 2026 |
| MB Generational Wealth, LLC | History | Added to | 444,342 | 17,831 | 8.75% | 9.61% | 46 | +3,499 | 0.79% | Q2 2026 | Jul 31, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 436,894 | 17,532 | 4.64% | 3.95% | 47 | +14,112 | 3.34% | Q2 2026 | Jul 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 425,660 | 17,081 | 2.76% | 3.22% | 48 | -787 | -0.18% | Q2 2026 | Jul 14, 2026 |
| LRI Investments, LLC | History | Reduced | 414,353 | 16,627 | 1.34% | 1.46% | 49 | -4,232 | -1.01% | Q2 2026 | Jul 14, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 410,932 | 16,490 | 3.38% | 3.54% | 50 | +18,528 | 4.72% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 403,545 | 16,194 | 0.03% | 0.03% | 51 | +27,548 | 7.33% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 386,882 | 15,525 | 0.15% | 0.17% | 52 | -234 | -0.06% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 383,077 | 15,372 | 0.03% | 0.0% | 53 | +382,314 | 50106.68% | Q2 2026 | Jul 30, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 372,300 | 14,940 | 3.69% | 4.1% | 54 | +3,117 | 0.84% | Q2 2026 | Aug 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 369,260 | 14,818 | 1.15% | 1.1% | 55 | +22,084 | 6.36% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 367,558 | 14,750 | 2.37% | 3.12% | 56 | +44,686 | 13.84% | Q2 2026 | Jul 27, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 350,535 | 14,066 | 1.43% | 1.55% | 57 | -5,615 | -1.58% | Q2 2026 | Aug 12, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 337,798 | 13,555 | 13.4% | 13.21% | 58 | -70,780 | -17.32% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 335,625 | 13,469 | 0.08% | 0.11% | 59 | -32,316 | -8.78% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 329,461 | 13,221 | 0.04% | 0.05% | 60 | +505 | 0.15% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 321,370 | 12,896 | 0.24% | 0.3% | 61 | -3,001 | -0.93% | Q2 2026 | Aug 06, 2026 |
| Sensible Money, LLC | History | Added to | 319,752 | 12,831 | 3.4% | 3.75% | 62 | +6,830 | 2.18% | Q2 2026 | Jul 30, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 318,207 | 12,769 | 4.99% | 5.18% | 63 | +27,975 | 9.64% | Q2 2026 | Jul 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 314,038 | 12,602 | 0.37% | 0.44% | 64 | -14,666 | -4.46% | Q2 2026 | Jul 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 311,960 | 12,518 | 0.06% | 0.08% | 65 | +11,960 | 3.99% | Q2 2026 | Aug 11, 2026 |
| United Wealth Management, LLC | History | Reduced | 310,662 | 12,466 | 2.81% | 3.05% | 66 | -763 | -0.25% | Q2 2026 | Jul 23, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 303,274 | 12,170 | 3.41% | 3.7% | 67 | -2,787 | -0.91% | Q2 2026 | Jul 24, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 302,926 | 12,156 | 3.31% | 3.47% | 68 | +6,557 | 2.21% | Q2 2026 | Aug 11, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 300,631 | 12,064 | 10.33% | 11.1% | 69 | -7,199 | -2.34% | Q2 2026 | Jul 07, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 292,082 | 12,060 | 10.33% | 11.05% | 70 | -424 | -0.14% | Q2 2026 | Jul 13, 2026 |
| Apella Capital, LLC | History | Added to | 290,554 | 11,874 | 0.17% | 0.17% | 71 | +12,792 | 4.61% | Q2 2026 | Jul 08, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 290,048 | 11,639 | 4.64% | 5.13% | 72 | -1,353 | -0.46% | Q2 2026 | Jul 20, 2026 |
| DRAVO BAY LLC | History | Added to | 285,637 | 11,462 | 3.97% | 4.14% | 73 | +27,157 | 10.51% | Q2 2026 | Aug 11, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 285,217 | 11,445 | 1.11% | 1.21% | 74 | +15,659 | 5.81% | Q2 2026 | Jul 31, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 276,356 | 11,214 | 3.44% | 3.6% | 75 | +4,159 | 1.53% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 279,311 | 11,213 | 0.01% | 0.01% | 76 | +90,071 | 47.6% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 276,090 | 11,079 | 4.2% | 4.64% | 77 | -8,339 | -2.93% | Q2 2026 | Jul 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 266,152 | 10,680 | 2.26% | 2.23% | 78 | +29,555 | 12.49% | Q2 2026 | Jul 27, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 261,382 | 10,489 | 1.49% | 1.56% | 79 | +10,203 | 4.06% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 259,619 | 10,418 | 1.07% | 1.26% | 80 | +17,270 | 7.13% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 257,883 | 10,348 | 0.32% | 0.38% | 81 | +4,750 | 1.88% | Q2 2026 | Jul 31, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 255,262 | 10,243 | 2.47% | 2.69% | 82 | +9,890 | 4.03% | Q2 2026 | Jul 28, 2026 |
| Financial Architects, LLC | History | Added to | 247,315 | 9,924 | 4.76% | 5.07% | 83 | +3,425 | 1.4% | Q2 2026 | Jul 21, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 245,067 | 9,834 | 4.81% | 5.19% | 84 | +904 | 0.37% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 241,786 | 9,702 | 0.08% | 0.08% | 85 | +23,569 | 10.8% | Q2 2026 | Jul 17, 2026 |
| Yardley Wealth Management LLC | History | Added to | 236,745 | 9,500 | 4.32% | 4.6% | 86 | +8,913 | 3.91% | Q2 2026 | Jul 16, 2026 |
| Financial Symmetry Inc | History | Added to | 231,586 | 9,293 | 3.1% | 3.38% | 87 | +1,088 | 0.47% | Q2 2026 | Jul 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 227,732 | 9,138 | 0.22% | 0.23% | 88 | +14,722 | 6.91% | Q2 2026 | Aug 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 227,493 | 9,129 | 4.36% | 5.58% | 89 | -15,070 | -6.21% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 226,926 | 9,109 | 0.01% | 0.01% | 90 | -639 | -0.28% | Q2 2026 | Aug 13, 2026 |
| Greenline Partners, LLC | History | Reduced | 226,207 | 9,077 | 0.92% | 0.96% | 91 | -302 | -0.13% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 223,006 | 8,949 | 2.08% | 2.37% | 92 | -6,068 | -2.65% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Added to | 221,672 | 8,895 | 0.9% | 2.59% | 93 | +148,109 | 201.34% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 221,000 | 8,868 | 1.81% | 1.93% | 94 | +3,513 | 1.62% | Q2 2026 | Jul 02, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 216,654 | 8,694 | 4.77% | 5.2% | 95 | -7,785 | -3.47% | Q2 2026 | Jul 21, 2026 |
| SACHEM HILL LLC | History | Reduced | 208,314 | 8,359 | 1.49% | 1.6% | 96 | -1,351 | -0.64% | Q2 2026 | Aug 10, 2026 |
| 25 LLC | History | Added to | 200,601 | 8,050 | 2.2% | 2.36% | 97 | +6,466 | 3.33% | Q2 2026 | Jul 28, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 197,819 | 7,938 | 2.68% | 2.96% | 98 | -1,289 | -0.65% | Q2 2026 | Aug 04, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 197,686 | 7,933 | 2.07% | 2.38% | 99 | -4,383 | -2.17% | Q2 2026 | Jul 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 191,428 | 7,890 | 0.16% | 0.16% | 100 | +12,577 | 7.03% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 195,542 | 7,847 | 0.01% | 0.02% | 101 | -69,214 | -26.14% | Q2 2026 | Aug 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 192,541 | 7,726 | 4.24% | 4.62% | 102 | -8,031 | -4.0% | Q2 2026 | Jul 24, 2026 |
| Sepio Capital, LP | History | Added to | 191,566 | 7,687 | 0.39% | 0.4% | 103 | +2,769 | 1.47% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | Added to | 190,046 | 7,626 | 0.27% | 0.32% | 104 | +187,232 | 6653.59% | Q2 2026 | Aug 13, 2026 |
| Astra Wealth Partners LLC | History | Added to | 188,187 | 7,551 | 4.02% | 4.29% | 105 | +5,913 | 3.24% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 186,805 | 7,496 | 0.02% | 0.03% | 106 | -8,832 | -4.51% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 181,154 | 7,269 | 2.48% | 2.9% | 107 | +6,080 | 3.47% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Added to | 178,048 | 7,145 | 0.0% | 0.0% | 108 | +41,911 | 30.79% | Q2 2026 | Aug 07, 2026 |
| LAM GROUP, INC. | History | Reduced | 177,585 | 7,126 | 3.54% | 3.86% | 109 | -365 | -0.21% | Q2 2026 | Jul 10, 2026 |
| Baird Financial Group, Inc. | History | New | 175,555 | 7,045 | 0.01% | — | 110 | +175,555 | New | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 172,368 | 6,917 | 0.06% | 0.06% | 111 | +23,485 | 15.77% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 171,331 | 6,875 | 0.04% | 0.01% | 112 | +149,854 | 697.74% | Q2 2026 | Aug 11, 2026 |
| Clarity Wealth Development LLC | History | Added to | 168,228 | 6,750 | 3.75% | 4.87% | 113 | +17,087 | 11.31% | Q2 2026 | Jul 27, 2026 |
| BetterWealth, LLC | History | Reduced | 165,836 | 6,654 | 1.18% | 1.28% | 114 | -3 | -0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 165,132 | 6,626 | 0.04% | 0.04% | 115 | +31,369 | 23.45% | Q2 2026 | Jul 20, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 164,283 | 6,592 | 5.7% | 6.2% | 116 | +6,523 | 4.13% | Q2 2026 | Jul 27, 2026 |
| Longview Financial Advisors LLC | History | Added to | 163,131 | 6,546 | 3.23% | 3.42% | 117 | +3,542 | 2.22% | Q2 2026 | Jul 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 162,777 | 6,532 | 0.69% | 0.94% | 118 | -97,541 | -37.47% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 162,762 | 6,531 | 0.0% | 0.0% | 119 | +18,459 | 12.79% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 162,003 | 6,501 | 0.01% | 0.01% | 120 | -10,847 | -6.28% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 160,378 | 6,435 | 0.08% | 0.08% | 121 | +17,326 | 12.11% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,900 | 6,336 | 0.01% | 0.01% | 122 | +4,334 | 2.82% | Q2 2026 | Jul 29, 2026 |
| Seven Bridges Advisors LLC | History | New | 157,867 | 6,335 | 3.05% | — | 123 | +157,867 | New | Q2 2026 | Aug 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 157,525 | 6,321 | 1.99% | 2.1% | 124 | +4,779 | 3.13% | Q2 2026 | Jul 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 156,627 | 6,285 | 1.9% | 2.01% | 125 | +12,455 | 8.64% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,140 | 6,223 | 0.0% | 0.0% | 126 | +11,069 | 7.74% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,382 | 6,181 | 0.0% | 0.0% | 127 | +4,108 | 2.75% | Q2 2026 | Aug 12, 2026 |
| Foundry Financial LLC | History | Added to | 153,910 | 6,176 | 2.08% | 2.3% | 128 | +16,189 | 11.75% | Q2 2026 | Jul 21, 2026 |
| BIP Wealth, LLC | History | Added to | 153,798 | 6,171 | 0.18% | 0.18% | 129 | +38,580 | 33.48% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 153,020 | 6,140 | 0.0% | 0.0% | 130 | +92,390 | 152.38% | Q2 2026 | Sep 02, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 148,758 | 5,969 | 1.41% | 1.65% | 131 | +614 | 0.41% | Q2 2026 | Jul 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 147,795 | 5,829 | 0.24% | 0.27% | 132 | +1,986 | 1.36% | Q2 2026 | Jul 09, 2026 |
| Abel Hall, LLC | History | Added to | 143,555 | 5,760 | 1.0% | 1.15% | 133 | +6,480 | 4.73% | Q2 2026 | Jul 24, 2026 |
| BWM Planning, LLC | History | Added to | 142,532 | 5,719 | 1.33% | 1.46% | 134 | +2,100 | 1.5% | Q2 2026 | Jul 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 142,121 | 5,605 | 0.7% | 0.7% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Burk Holdings LLC | History | Added to | 137,883 | 5,533 | 2.05% | 2.29% | 136 | +2,272 | 1.68% | Q2 2026 | Aug 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 133,997 | 5,377 | 3.35% | 3.68% | 137 | +1,297 | 0.98% | Q2 2026 | Jul 09, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 132,189 | 5,304 | 1.4% | 1.43% | 138 | +3,359 | 2.61% | Q2 2026 | Jul 09, 2026 |
| Navigoe, LLC | History | Added to | 128,427 | 5,153 | 2.69% | 2.96% | 139 | +1,503 | 1.18% | Q2 2026 | Jul 31, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 127,787 | 5,128 | 2.61% | 2.83% | 140 | +2,761 | 2.21% | Q2 2026 | Jul 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 127,725 | 5,125 | 2.0% | 1.83% | 141 | +28,788 | 29.1% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 127,172 | 5,015 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 124,514 | 4,996 | 0.04% | 0.04% | 143 | +15,412 | 14.13% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 122,902 | 4,932 | 0.19% | 0.21% | 144 | +1,255 | 1.03% | Q2 2026 | Aug 13, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 122,861 | 4,930 | 1.92% | 1.9% | 145 | +20,059 | 19.51% | Q2 2026 | Jul 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 122,388 | 4,911 | 0.0% | 0.0% | 146 | +111,325 | 1006.28% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 119,584 | 4,798 | 0.0% | 0.01% | 147 | -27,887 | -18.91% | Q2 2026 | Aug 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 119,092 | 4,779 | 0.63% | 0.73% | 148 | -4,791 | -3.87% | Q2 2026 | Jul 13, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 118,388 | 4,750 | 1.18% | 1.27% | 149 | +1,186 | 1.01% | Q2 2026 | Jul 30, 2026 |
| McLean Asset Management Corp | History | Added to | 111,493 | 4,720 | 0.62% | 0.68% | 150 | +12,964 | 13.16% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 113,040 | 4,697 | 0.45% | 0.29% | 151 | +49,694 | 78.45% | Q2 2026 | Aug 04, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 116,833 | 4,688 | 2.85% | 3.12% | 152 | -625 | -0.53% | Q2 2026 | Jul 22, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 115,777 | 4,646 | 4.54% | 5.04% | 153 | -1,172 | -1.0% | Q2 2026 | Jul 17, 2026 |
| Navigate Wealth Management, LLC | History | Added to | 112,053 | 4,608 | 2.86% | 2.86% | 154 | +12,224 | 12.24% | Q2 2026 | Jul 23, 2026 |
| Tillman Hartley LLC | History | Added to | 113,569 | 4,557 | 1.02% | 1.12% | 155 | +90 | 0.08% | Q2 2026 | Aug 06, 2026 |
| Emprise Bank | History | Added to | 112,698 | 4,522 | 1.67% | 1.76% | 156 | +1,337 | 1.2% | Q2 2026 | Jul 07, 2026 |
| Vestment Financial LLC | History | Reduced | 108,272 | 4,398 | 1.97% | 2.13% | 157 | -210 | -0.19% | Q2 2026 | Jul 24, 2026 |
| Karpus Management, Inc. | History | New | 105,610 | 4,238 | 0.12% | — | 158 | +105,610 | New | Q2 2026 | Aug 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 103,394 | 4,199 | 1.99% | 2.28% | 159 | +2,491 | 2.47% | Q2 2026 | Jul 16, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 102,939 | 4,130 | 0.43% | 0.47% | 160 | +2,208 | 2.19% | Q2 2026 | Jul 30, 2026 |
| Efficient Advisors, LLC | History | No change | 103,718 | 4,090 | 0.29% | 0.29% | 161 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 101,599 | 4,077 | 0.96% | 1.02% | 162 | +701 | 0.69% | Q2 2026 | Jul 29, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 100,277 | 4,024 | 1.21% | 1.16% | 163 | +13,688 | 15.81% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 99,824 | 4,006 | 0.01% | 0.01% | 164 | +10,020 | 11.16% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Added to | 99,524 | 3,993 | 0.12% | 0.13% | 165 | +1,032 | 1.05% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 98,940 | 3,970 | 0.0% | 0.0% | 166 | +23,039 | 30.35% | Q2 2026 | Aug 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 98,433 | 3,950 | 1.41% | 1.47% | 167 | +4,779 | 5.1% | Q2 2026 | Jul 23, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 97,309 | 3,929 | 0.54% | 0.3% | 168 | -8,168 | -7.74% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 97,619 | 3,917 | 0.03% | 0.11% | 169 | +2,861 | 3.02% | Q2 2026 | Aug 10, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 95,526 | 3,833 | 2.82% | 2.79% | 170 | +6,822 | 7.69% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 94,714 | 3,800 | 0.0% | 0.0% | 171 | +63,307 | 201.57% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 93,172 | 3,738 | 0.02% | 0.03% | 172 | -3,199 | -3.32% | Q2 2026 | Aug 14, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 91,739 | 3,681 | 0.85% | 0.93% | 173 | +444 | 0.49% | Q2 2026 | Jul 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 88,308 | 3,543 | 2.69% | 2.93% | 174 | +84 | 0.1% | Q2 2026 | Jul 28, 2026 |
| E6 Portfolios, LLC | History | Added to | 88,019 | 3,532 | 2.82% | 3.3% | 175 | +7,646 | 9.51% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 86,934 | 3,488 | 0.0% | 0.0% | 176 | -648 | -0.74% | Q2 2026 | Aug 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 86,564 | 3,473 | 1.33% | 1.5% | 177 | -404 | -0.46% | Q2 2026 | Jul 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 82,906 | 3,327 | 0.09% | 0.09% | 178 | +1,869 | 2.31% | Q2 2026 | Jul 07, 2026 |
| Corus Family Wealth Advisors | History | Added to | 82,120 | 3,295 | 2.27% | 2.52% | 179 | +3,671 | 4.68% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 81,940 | 3,288 | 0.01% | 0.01% | 180 | +6,458 | 8.56% | Q2 2026 | Aug 07, 2026 |
| CSP Financial Group, LLC | History | Added to | 80,764 | 3,241 | 2.76% | 2.87% | 181 | +9,697 | 13.64% | Q2 2026 | Jul 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 80,413 | 3,226 | 0.99% | 1.12% | 182 | -2,943 | -3.53% | Q2 2026 | Jul 29, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 77,900 | 3,126 | 1.77% | 1.99% | 183 | -1,634 | -2.05% | Q2 2026 | Jul 22, 2026 |
| RAM Investment Partners, LLC | History | Added to | 77,787 | 3,121 | 0.5% | 0.46% | 184 | +10,958 | 16.4% | Q2 2026 | Jul 29, 2026 |
| Burton Enright Welch | History | Reduced | 76,398 | 3,065 | 0.36% | 0.41% | 185 | -362 | -0.47% | Q2 2026 | Jul 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 73,278 | 2,940 | 0.94% | — | 186 | +73,278 | New | Q2 2026 | Jul 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 72,054 | 2,891 | 0.9% | 1.04% | 187 | -4,517 | -5.9% | Q2 2026 | Jul 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 71,731 | 2,878 | 1.51% | 1.65% | 188 | +1,710 | 2.44% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 70,853 | 2,843 | 0.02% | 0.02% | 189 | +1,818 | 2.63% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 70,238 | 2,818 | 0.43% | 0.47% | 190 | +6 | 0.01% | Q2 2026 | Jul 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 69,324 | 2,781 | 0.55% | 0.66% | 191 | -4,856 | -6.55% | Q2 2026 | Aug 11, 2026 |
| Summit Portfolio Management, LTD. | History | No change | 69,797 | 2,752 | 1.77% | 1.77% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 68,552 | 2,750 | 0.39% | 0.4% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,697 | 2,636 | 0.01% | 0.01% | 194 | -7,390 | -10.11% | Q2 2026 | Jul 28, 2026 |
| Financially in Tune, LLC | History | No change | 65,929 | 2,600 | 2.24% | 2.24% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Reduced | 63,353 | 2,542 | 0.32% | 0.41% | 196 | -219 | -0.34% | Q2 2026 | Jul 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 63,187 | 2,535 | 1.0% | 1.09% | 197 | -643 | -1.01% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 62,789 | 2,520 | 0.0% | 0.0% | 198 | +44,884 | 250.68% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 62,288 | 2,499 | 0.04% | 0.06% | 199 | -13,369 | -17.67% | Q2 2026 | Aug 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 58,080 | 2,330 | 0.28% | 0.16% | 200 | +29,433 | 102.74% | Q2 2026 | Aug 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 57,442 | 2,305 | 0.84% | 0.9% | 201 | +763 | 1.35% | Q2 2026 | Jul 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 57,437 | 2,304 | 0.44% | 0.47% | 202 | -366 | -0.63% | Q2 2026 | Aug 07, 2026 |
| Trailhead Planners LLC | History | Reduced | 56,949 | 2,285 | 2.21% | 2.55% | 204 | -10,471 | -15.53% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 56,942 | 2,285 | 0.27% | 0.33% | 203 | -3,054 | -5.09% | Q2 2026 | Jul 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 56,651 | 2,273 | 0.52% | 0.42% | 205 | +13,992 | 32.8% | Q2 2026 | Jul 08, 2026 |
| Liberty Capital Management, Inc. | History | New | 55,398 | 2,223 | 0.38% | — | 206 | +55,398 | New | Q2 2026 | Jul 17, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 53,460 | 2,145 | 1.56% | 1.55% | 207 | +4,960 | 10.23% | Q2 2026 | Jul 31, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 50,963 | 2,045 | 0.5% | 0.53% | 208 | +4,957 | 10.77% | Q2 2026 | Jul 30, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 50,664 | 2,033 | 0.64% | 0.78% | 209 | -7,943 | -13.55% | Q2 2026 | Jul 14, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 50,414 | 2,023 | 1.59% | 1.69% | 210 | +2,745 | 5.76% | Q2 2026 | Jul 22, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 50,205 | 2,014 | 1.18% | — | 211 | +50,205 | New | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,268 | 1,977 | 0.07% | 0.05% | 212 | +11,761 | 31.36% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 48,849 | 1,960 | 0.13% | 0.14% | 213 | +1,960 | 4.18% | Q2 2026 | Jul 27, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 48,452 | 1,944 | 1.51% | 1.6% | 214 | +735 | 1.54% | Q2 2026 | Jul 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 48,432 | 1,943 | 0.14% | 0.13% | 215 | +1,395 | 2.97% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 48,313 | 1,938 | 0.38% | 0.44% | 216 | -1,670 | -3.34% | Q2 2026 | Jul 20, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 47,068 | 1,888 | 0.21% | 0.13% | 217 | +19,485 | 70.64% | Q2 2026 | Jul 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 46,724 | 1,875 | 1.79% | 2.12% | 218 | -5,696 | -10.87% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | Reduced | 46,305 | 1,858 | 0.02% | 0.02% | 219 | -1,375 | -2.88% | Q2 2026 | Aug 04, 2026 |
| Triumph Capital Management | History | Added to | 45,750 | 1,835 | 0.33% | 0.33% | 220 | +4,180 | 10.06% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,639 | 1,832 | 0.0% | 0.0% | 221 | -2,224 | -4.65% | Q2 2026 | Jul 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 45,230 | 1,815 | 1.29% | 1.33% | 222 | -615 | -1.34% | Q2 2026 | Aug 17, 2026 |
| Matisse Capital | History | No change | 44,100 | 1,769 | 0.71% | 0.74% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | Added to | 44,061 | 1,768 | 0.09% | 0.1% | 224 | +596 | 1.37% | Q2 2026 | Jul 23, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 43,284 | 1,736 | 1.16% | 1.32% | 225 | -1,394 | -3.12% | Q2 2026 | Aug 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 43,156 | 1,731 | 0.21% | 0.23% | 226 | +1,381 | 3.31% | Q2 2026 | Aug 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 42,935 | 1,722 | 0.17% | 0.18% | 227 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Benson Investment Management Company, Inc. | History | No change | 42,645 | 1,711 | 9.11% | 14.92% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 42,308 | 1,697 | 0.21% | 0.23% | 229 | -473 | -1.11% | Q2 2026 | Jul 27, 2026 |
| Shearwater Capital LLC | History | Added to | 41,969 | 1,684 | 0.8% | 0.64% | 230 | +11,003 | 35.53% | Q2 2026 | Jul 08, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 41,826 | 1,678 | 0.98% | 1.01% | 231 | +12 | 0.03% | Q2 2026 | Jul 06, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 41,320 | 1,658 | 0.61% | 0.7% | 232 | -4,259 | -9.34% | Q2 2026 | Jul 10, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 40,740 | 1,634 | 0.25% | 0.29% | 233 | -273 | -0.67% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 40,563 | 1,627 | 0.02% | 0.03% | 234 | +9,406 | 30.19% | Q2 2026 | Jul 20, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 39,525 | 1,586 | 0.12% | 0.13% | 235 | +584 | 1.5% | Q2 2026 | Aug 07, 2026 |
| Veratis Advisors, Inc. | History | New | 39,249 | 1,575 | 1.11% | — | 236 | +39,249 | New | Q2 2026 | Aug 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 38,805 | 1,557 | 0.06% | 0.06% | 237 | +128 | 0.33% | Q2 2026 | Aug 11, 2026 |
| RB Capital Management, LLC | History | Added to | 38,706 | 1,553 | 0.3% | 0.23% | 238 | +11,445 | 41.98% | Q2 2026 | Aug 17, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 37,934 | 1,522 | 0.47% | 0.53% | 239 | -1,239 | -3.16% | Q2 2026 | Aug 07, 2026 |
| Nautilus Advisors LLC | History | Added to | 37,141 | 1,519 | 0.9% | 0.92% | 240 | +3,137 | 9.23% | Q2 2026 | Jul 14, 2026 |
| McGrath & Associates, Inc. | History | Added to | 37,051 | 1,486 | 1.94% | 2.04% | 241 | +1,942 | 5.53% | Q2 2026 | Jul 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 36,435 | 1,462 | 0.22% | 0.27% | 242 | +26 | 0.07% | Q2 2026 | Jul 07, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 36,089 | 1,448 | 0.33% | 0.4% | 243 | -4,301 | -10.65% | Q2 2026 | Jul 10, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 35,225 | 1,413 | 0.8% | 0.97% | 244 | -4,167 | -10.58% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 35,155 | 1,410 | 0.0% | 0.0% | 245 | +7,328 | 26.33% | Q2 2026 | Aug 03, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 34,920 | 1,401 | 0.02% | 0.02% | 246 | +776 | 2.27% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 34,852 | 1,398 | 0.05% | 0.08% | 248 | +158 | 0.46% | Q2 2026 | Aug 06, 2026 |
| CSS LLC/IL | History | No change | 34,851 | 1,398 | 0.05% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 34,251 | 1,374 | 0.02% | 0.01% | 249 | +8,104 | 30.99% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 33,851 | 1,358 | 0.02% | 0.03% | 250 | -3,806 | -10.11% | Q2 2026 | Aug 07, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 33,735 | 1,353 | 0.92% | 1.01% | 251 | -335 | -0.98% | Q2 2026 | Jul 22, 2026 |
| Oceanside Advisors LLC | History | Added to | 33,285 | 1,335 | 0.67% | 0.74% | 252 | +261 | 0.79% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 33,027 | 1,325 | 0.09% | 0.08% | 253 | +4,999 | 17.84% | Q2 2026 | Jul 20, 2026 |
| HBE Wealth Management, LLC | History | Added to | 32,320 | 1,297 | 0.93% | 1.0% | 254 | +3,231 | 11.11% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | Reduced | 31,897 | 1,280 | 0.01% | 0.02% | 255 | -87,013 | -73.18% | Q2 2026 | Aug 11, 2026 |
| Altiora Financial Group, LLC | History | Added to | 31,617 | 1,268 | 0.2% | 0.2% | 256 | +464 | 1.49% | Q2 2026 | Aug 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 30,836 | 1,237 | 0.21% | 0.24% | 257 | +231 | 0.75% | Q2 2026 | Jul 27, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 29,925 | 1,225 | 0.61% | 0.65% | 258 | -378 | -1.25% | Q2 2026 | Jul 22, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 30,213 | 1,212 | 0.88% | 0.96% | 259 | +801 | 2.72% | Q2 2026 | Jul 15, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 29,614 | 1,188 | 0.4% | — | 261 | +29,614 | New | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 29,613 | 1,188 | 0.0% | 0.0% | 260 | -919 | -3.01% | Q2 2026 | Aug 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 29,169 | 1,170 | 0.44% | 0.73% | 262 | -12,849 | -30.58% | Q2 2026 | Aug 11, 2026 |
| BDFS Capital LLC | History | Added to | 29,168 | 1,170 | 0.51% | 0.49% | 263 | +3,195 | 12.3% | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 28,517 | 1,144 | 0.02% | 0.03% | 264 | +4,865 | 20.57% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 28,454 | 1,141 | 0.03% | — | 266 | +28,454 | New | Q2 2026 | Aug 10, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 28,444 | 1,141 | 0.49% | 0.54% | 265 | +947 | 3.44% | Q2 2026 | Jul 28, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 27,898 | 1,119 | 0.86% | 0.95% | 267 | +71 | 0.26% | Q2 2026 | Jul 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 27,241 | 1,093 | 0.08% | 0.1% | 268 | +357 | 1.33% | Q2 2026 | Aug 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 27,214 | 1,092 | 0.42% | 0.42% | 269 | +374 | 1.39% | Q2 2026 | Jul 16, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 26,405 | 1,059 | 0.96% | 1.07% | 270 | -111 | -0.42% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 25,719 | 1,037 | 0.05% | 0.05% | 271 | -72 | -0.28% | Q2 2026 | Aug 20, 2026 |
| Daner Wealth Management, LLC | History | Added to | 23,357 | 1,028 | 0.56% | 0.5% | 272 | +3,214 | 15.96% | Q2 2026 | Aug 14, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 25,473 | 1,022 | 0.8% | 0.85% | 273 | +474 | 1.9% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 25,199 | 1,011 | 0.47% | 0.71% | 274 | -493 | -1.92% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,175 | 1,010 | 0.0% | 0.0% | 275 | +3,557 | 16.45% | Q2 2026 | Aug 13, 2026 |
| ATLas Financial Planning LLC | History | Added to | 24,764 | 993 | 0.81% | 0.77% | 276 | +2,852 | 13.02% | Q2 2026 | Jul 22, 2026 |
| Vantage Point Financial LLC | History | Added to | 23,765 | 953 | 0.29% | 0.25% | 277 | +5,721 | 31.71% | Q2 2026 | Aug 14, 2026 |
| Oath Planning, LLC | History | Added to | 23,533 | 944 | 0.7% | 0.82% | 278 | +229 | 0.98% | Q2 2026 | Jul 24, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 23,502 | 943 | 0.45% | 0.5% | 279 | -727 | -3.0% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 23,240 | 932 | 0.01% | 0.01% | 280 | +4,370 | 23.16% | Q2 2026 | Jul 14, 2026 |
| Generations Wealth, LLC | History | Added to | 23,217 | 931 | 0.88% | 0.82% | 281 | +1,862 | 8.72% | Q2 2026 | Aug 11, 2026 |
| Greenspring Advisors, LLC | History | Added to | 23,148 | 928 | 0.05% | 0.05% | 282 | +1,247 | 5.69% | Q2 2026 | Aug 11, 2026 |
| Outbound Financial Inc | History | Reduced | 22,950 | 920 | 0.6% | 0.72% | 283 | -1,343 | -5.53% | Q2 2026 | Jul 15, 2026 |
| Friday Financial | History | Reduced | 22,079 | 902 | 0.24% | 0.3% | 284 | -1 | -0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | Added to | 22,311 | 895 | 0.01% | 0.01% | 285 | +127 | 0.57% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 22,278 | 894 | 0.39% | — | 286 | +22,278 | New | Q2 2026 | Aug 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 22,114 | 887 | 0.36% | 0.41% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,966 | 881 | 0.0% | 0.0% | 288 | +15,805 | 256.53% | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 22,122 | 872 | 0.1% | 0.1% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 21,561 | 865 | 0.47% | 0.83% | 290 | -12,597 | -36.88% | Q2 2026 | Aug 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 21,289 | 854 | 0.14% | 0.11% | 291 | +6,223 | 41.3% | Q2 2026 | Jul 31, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 20,664 | 829 | 0.06% | 0.06% | 292 | -84 | -0.4% | Q2 2026 | Jul 07, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 20,580 | 825 | 0.61% | 0.64% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,514 | 823 | 0.01% | 0.01% | 294 | +3,520 | 20.71% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,000 | 802 | 0.01% | 0.01% | 295 | -3,054 | -13.25% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,837 | 796 | 0.0% | 0.0% | 296 | +3,164 | 18.98% | Q2 2026 | Aug 14, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 19,818 | 795 | 0.65% | 0.75% | 298 | -277 | -1.38% | Q2 2026 | Aug 05, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 19,821 | 795 | 0.46% | 0.53% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 20,881 | 793 | 0.25% | 0.26% | 299 | -933 | -4.28% | Q2 2026 | Aug 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 19,749 | 792 | 0.24% | 0.26% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,396 | 778 | 0.02% | 0.01% | 301 | +7,162 | 58.54% | Q2 2026 | Aug 03, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 19,364 | 777 | 0.25% | 0.29% | 302 | -714 | -3.56% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 19,179 | 769 | 0.03% | 0.03% | 304 | -1,203 | -5.9% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,178 | 769 | 0.0% | 0.0% | 303 | +683 | 3.69% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 18,539 | 743 | 0.01% | 0.01% | 305 | +2,642 | 16.62% | Q2 2026 | Jul 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 18,448 | 740 | 0.01% | 0.01% | 306 | +782 | 4.43% | Q2 2026 | Aug 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 18,052 | 724 | 0.07% | 0.08% | 307 | -94 | -0.52% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,706 | 710 | 0.0% | 0.0% | 308 | -950 | -5.09% | Q2 2026 | Jul 28, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 17,690 | 709 | 0.2% | 0.23% | 309 | -36 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Mullaney, Keating & Wright, Inc. | History | Added to | 17,556 | 704 | 0.34% | 0.37% | 310 | +113 | 0.65% | Q2 2026 | Jul 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 17,518 | 702 | 0.13% | 0.14% | 311 | +685 | 4.07% | Q2 2026 | Sep 15, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 17,376 | 697 | 0.15% | 0.06% | 312 | +11,463 | 193.86% | Q2 2026 | Jul 24, 2026 |
| Austin Asset Management Co Inc | History | Added to | 17,283 | 693 | 0.1% | 0.1% | 313 | +1,166 | 7.23% | Q2 2026 | Jul 31, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 17,192 | 689 | 0.58% | 0.54% | 314 | -802 | -4.46% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,119 | 687 | 0.01% | 0.01% | 315 | +3,536 | 26.03% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | New | 17,098 | 686 | 0.01% | — | 316 | +17,098 | New | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,001 | 681 | 0.01% | 0.01% | 317 | +2,547 | 17.62% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 16,968 | 680 | 0.0% | 0.0% | 318 | +4,938 | 41.05% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,917 | 678 | 0.01% | 0.01% | 319 | -108 | -0.63% | Q2 2026 | Aug 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 16,899 | 678 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 16,829 | 675 | 0.01% | — | 321 | +16,829 | New | Q2 2026 | Aug 10, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 16,498 | 662 | 0.08% | 0.09% | 322 | +146 | 0.89% | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,274 | 650 | 0.04% | 0.03% | 323 | +4,117 | 36.9% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 16,045 | 643 | 0.0% | 0.0% | 324 | +4,998 | 45.24% | Q2 2026 | Aug 11, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 15,852 | 636 | 0.4% | 0.45% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANOVER ADVISORS INC | History | No change | 15,534 | 623 | 0.22% | 0.25% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 14,509 | 605 | 0.01% | — | 327 | +14,509 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,509 | 605 | 0.01% | — | 328 | +14,509 | New | Q2 2026 | Jul 29, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 15,024 | 602 | 0.05% | 0.06% | 329 | +219 | 1.48% | Q2 2026 | Jul 21, 2026 |
| Mattern Wealth Management LLC | History | New | 15,000 | 601 | 0.1% | — | 330 | +15,000 | New | Q2 2026 | Jul 23, 2026 |
| BluePrint Investing LLC | History | No change | 14,914 | 598 | 0.45% | 0.47% | 331 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,844 | 595 | 0.01% | — | 332 | +14,844 | New | Q2 2026 | Jul 28, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 14,755 | 592 | 0.28% | 0.3% | 333 | +24 | 0.16% | Q2 2026 | Jul 17, 2026 |
| Breakwater Capital Group | History | Added to | 14,595 | 585 | 0.07% | 0.07% | 334 | +653 | 4.68% | Q2 2026 | Jul 08, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Reduced | 14,550 | 583 | 0.08% | 0.22% | 335 | -87 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Timonier Family Office, LTD. | History | New | 14,364 | 576 | 0.16% | — | 336 | +14,364 | New | Q2 2026 | Aug 03, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 13,794 | 553 | 0.47% | 0.51% | 337 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Financial Private Client, LLC | History | Added to | 13,711 | 550 | 0.15% | 0.1% | 338 | +5,793 | 73.16% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,699 | 549 | 0.02% | 0.02% | 339 | +5,203 | 61.24% | Q2 2026 | Jul 22, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 13,703 | 549 | 0.09% | 0.1% | 340 | -10 | -0.07% | Q2 2026 | Jul 23, 2026 |
| Fortis Capital Management LLC | History | Added to | 13,570 | 544 | 0.06% | 0.05% | 341 | +180 | 1.34% | Q2 2026 | Aug 12, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 13,485 | 541 | 0.32% | 0.33% | 342 | -380 | -2.74% | Q2 2026 | Jul 30, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 13,497 | 541 | 0.07% | 0.08% | 343 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Platform Wealth Management, LLC | History | New | 13,430 | 538 | 0.2% | — | 344 | +13,430 | New | Q2 2026 | Aug 10, 2026 |
| Disciplined Investments, LLC | History | Reduced | 13,357 | 536 | 0.17% | 0.19% | 345 | -28 | -0.21% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,974 | 520 | 0.0% | — | 346 | +12,974 | New | Q2 2026 | Aug 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 12,748 | 511 | 0.21% | 0.23% | 347 | +185 | 1.47% | Q2 2026 | Jul 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,522 | 502 | 0.0% | 0.0% | 348 | +6,183 | 97.54% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,290 | 493 | 0.01% | 0.0% | 349 | +2,397 | 24.23% | Q2 2026 | Jul 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 12,289 | 493 | 0.12% | 0.13% | 350 | +19 | 0.15% | Q2 2026 | Jul 20, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 12,279 | 492 | 0.07% | 0.06% | 351 | +3,639 | 42.12% | Q2 2026 | Jul 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,950 | 488 | 0.05% | 0.06% | 352 | +84 | 0.71% | Q2 2026 | Jul 14, 2026 |
| Torren Management, LLC | History | Reduced | 12,081 | 484 | 0.25% | 0.24% | 354 | -60 | -0.49% | Q2 2026 | Jul 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,078 | 484 | 0.05% | 0.06% | 353 | +52 | 0.43% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | Added to | 12,044 | 483 | 0.0% | 0.0% | 355 | +2,453 | 25.58% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 11,875 | 476 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belleair Asset Management, LLC | History | Added to | 11,616 | 466 | 0.39% | 0.42% | 358 | +8 | 0.07% | Q2 2026 | Jul 15, 2026 |
| Gibson Capital, LLC | History | No change | 11,637 | 466 | 0.08% | 0.09% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 11,582 | 464 | 0.27% | 0.31% | 359 | -990 | -7.87% | Q2 2026 | Aug 14, 2026 |
| Frankly Finances, LLC | History | No change | 11,542 | 463 | 0.37% | 0.41% | 360 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 11,524 | 462 | 0.22% | 0.27% | 361 | -248 | -2.11% | Q2 2026 | Aug 07, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,397 | 457 | 0.16% | 0.15% | 362 | +2,996 | 35.66% | Q2 2026 | Aug 11, 2026 |
| Entelevest, LLC | History | Added to | 11,350 | 455 | 0.39% | 0.39% | 363 | +1,352 | 13.52% | Q2 2026 | Jul 22, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 10,512 | 421 | 0.14% | 0.17% | 364 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,383 | 416 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 9,861 | 405 | 0.11% | 0.09% | 366 | +2,135 | 27.63% | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 10,051 | 403 | 0.04% | 0.05% | 367 | -1,001 | -9.06% | Q2 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | History | New | 10,037 | 402 | 0.0% | — | 368 | +10,037 | New | Q2 2026 | Jul 22, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 10,015 | 401 | 0.13% | 0.15% | 369 | -398 | -3.82% | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,781 | 392 | 0.03% | 0.04% | 370 | -405 | -3.98% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 9,667 | 387 | 0.03% | 0.03% | 371 | +4 | 0.04% | Q2 2026 | Jul 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 9,469 | 379 | 0.16% | 0.18% | 372 | -473 | -4.76% | Q2 2026 | Jul 16, 2026 |
| Shepherd Financial Partners LLC | History | New | 9,181 | 368 | 0.03% | — | 373 | +9,181 | New | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 9,152 | 367 | 0.01% | 0.01% | 374 | +2,192 | 31.49% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,040 | 362 | 0.0% | 0.0% | 375 | +1,308 | 16.92% | Q2 2026 | Aug 07, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 8,995 | 360 | 0.17% | 0.19% | 376 | +73 | 0.82% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | New | 8,961 | 359 | 0.01% | — | 377 | +8,961 | New | Q2 2026 | Jul 27, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 9,000 | 354 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 8,727 | 350 | 0.12% | 0.12% | 379 | +734 | 9.18% | Q2 2026 | Jul 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 8,034 | 322 | 0.1% | 0.11% | 380 | +196 | 2.5% | Q2 2026 | Jul 22, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,013 | 321 | 0.01% | 0.01% | 381 | +941 | 13.31% | Q2 2026 | Jul 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 7,990 | 320 | 0.02% | 0.01% | 382 | +4,355 | 119.81% | Q2 2026 | Jul 08, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 7,993 | 315 | 0.12% | 0.12% | 383 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,807 | 313 | 0.0% | 0.0% | 384 | +600 | 8.33% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 7,709 | 309 | 0.0% | 0.0% | 385 | +100 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,558 | 303 | 0.02% | — | 386 | +7,558 | New | Q2 2026 | Aug 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 7,239 | 299 | 0.08% | 0.07% | 387 | +843 | 13.18% | Q2 2026 | Aug 10, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 7,453 | 299 | 0.17% | 0.2% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 7,403 | 297 | 0.0% | — | 389 | +7,403 | New | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | No change | 7,314 | 293 | 0.02% | 0.03% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M Wealth Management, LLC | History | No change | 6,935 | 278 | 0.22% | 0.23% | 391 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 6,887 | 276 | 0.15% | 0.21% | 392 | +355 | 5.43% | Q2 2026 | Aug 12, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 6,868 | 275 | 0.21% | 0.23% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | New | 6,682 | 268 | 0.0% | — | 394 | +6,682 | New | Q2 2026 | Aug 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,654 | 267 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 6,574 | 263 | 0.04% | 0.04% | 396 | +285 | 4.53% | Q2 2026 | Jul 23, 2026 |
| Family Manage LLC | History | Reduced | 6,433 | 258 | 0.03% | 0.08% | 397 | -10,373 | -61.72% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | New | 6,303 | 252 | 0.12% | — | 400 | +6,303 | New | Q2 2026 | Jul 27, 2026 |
| Cloud Capital Management, LLC | History | Added to | 6,304 | 252 | 0.09% | 0.1% | 399 | +507 | 8.75% | Q2 2026 | Aug 13, 2026 |
| Family CFO Inc | History | No change | 6,297 | 252 | 0.1% | 0.11% | 398 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 6,223 | 249 | 0.11% | 0.12% | 401 | -100 | -1.58% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,191 | 248 | 0.0% | 0.0% | 402 | +258 | 4.35% | Q2 2026 | Aug 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 6,195 | 248 | 0.02% | 0.02% | 403 | +91 | 1.49% | Q2 2026 | Aug 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 6,122 | 245 | 0.0% | 0.0% | 404 | +762 | 14.22% | Q2 2026 | Aug 10, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 5,690 | 228 | 0.03% | 0.05% | 406 | -2,082 | -26.79% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,694 | 228 | 0.0% | 0.0% | 405 | -1,543 | -21.32% | Q2 2026 | Aug 06, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 5,695 | 228 | 0.08% | 0.08% | 407 | +30 | 0.53% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 5,650 | 226 | 0.01% | — | 408 | +5,650 | New | Q2 2026 | Jul 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 5,642 | 226 | 0.05% | — | 409 | +5,642 | New | Q2 2026 | Jul 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,582 | 224 | 0.01% | — | 411 | +5,582 | New | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,585 | 224 | 0.0% | 0.01% | 410 | -543 | -8.86% | Q2 2026 | Aug 14, 2026 |
| Tranquility Partners, LLC | History | New | 5,422 | 217 | 0.07% | — | 413 | +5,422 | New | Q2 2026 | Jul 23, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 5,410 | 217 | 0.14% | 0.16% | 412 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | New | 5,368 | 215 | 0.0% | — | 414 | +5,368 | New | Q2 2026 | Jul 31, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,260 | 211 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,250 | 210 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | New | 5,227 | 209 | 0.02% | — | 417 | +5,227 | New | Q2 2026 | Jul 27, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | New | 5,115 | 205 | 0.02% | — | 421 | +5,115 | New | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 5,128 | 205 | 0.07% | 0.02% | 420 | +3,712 | 262.15% | Q2 2026 | Jul 20, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 5,124 | 205 | 0.1% | 0.11% | 419 | -73 | -1.4% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 5,127 | 205 | 0.06% | 0.07% | 418 | +64 | 1.26% | Q2 2026 | Jul 07, 2026 |
| Oakwell Private Wealth Management, LLC | History | New | 5,090 | 204 | 0.03% | — | 422 | +5,090 | New | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | New | 5,062 | 203 | 0.0% | — | 424 | +5,062 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,068 | 203 | 0.02% | 0.02% | 423 | +51 | 1.02% | Q2 2026 | Jul 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,060 | 176 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 4,145 | 166 | 0.05% | 0.05% | 426 | +466 | 12.67% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,727 | 149 | 0.0% | 0.0% | 427 | +2,380 | 176.69% | Q2 2026 | Aug 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,680 | 147 | 0.08% | 0.08% | 428 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3,642 | 146 | 0.03% | 0.03% | 429 | +53 | 1.48% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,316 | 133 | 0.0% | 0.0% | 430 | -907 | -21.48% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 3,239 | 129 | 0.0% | — | 431 | +3,239 | New | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 120 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,849 | 112 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 2,783 | 111 | 0.05% | 0.05% | 434 | +440 | 18.78% | Q2 2026 | Jul 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,716 | 108 | 0.0% | 0.0% | 435 | +285 | 11.72% | Q2 2026 | Jul 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | Reduced | 2,437 | 97 | 0.04% | 0.07% | 436 | -523 | -17.67% | Q2 2026 | Aug 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,292 | 91 | 0.05% | 0.07% | 437 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 2,151 | 86 | 0.02% | — | 439 | +2,151 | New | Q2 2026 | Jul 17, 2026 |
| BESSEMER GROUP INC | History | New | 2,141 | 86 | 0.0% | — | 438 | +2,141 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,081 | 83 | 0.0% | 0.0% | 440 | -6,949 | -76.95% | Q2 2026 | Aug 03, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 2,052 | 82 | 0.02% | 0.02% | 441 | +277 | 15.61% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,879 | 75 | 0.0% | 0.0% | 442 | -168 | -8.21% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,786 | 71 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,735 | 69 | 0.05% | 0.06% | 444 | +25 | 1.46% | Q2 2026 | Jul 22, 2026 |
| American Capital Advisory, LLC | History | No change | 1,654 | 66 | 0.02% | 0.03% | 445 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,353 | 53 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | Added to | 1,301 | 52 | 0.04% | 0.04% | 447 | +85 | 6.99% | Q2 2026 | Aug 03, 2026 |
| BARD ASSOCIATES INC | History | New | 1,255 | 50 | 0.01% | — | 448 | +1,255 | New | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,161 | 46 | 0.03% | 0.04% | 449 | +14 | 1.22% | Q2 2026 | Jul 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,100 | 44 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CENTRAL TRUST Co | History | New | 1,087 | 43 | 0.0% | — | 451 | +1,087 | New | Q2 2026 | Jul 31, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,040 | 41 | 0.0% | 0.0% | 452 | -1 | -0.1% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 916 | 36 | 0.0% | — | 454 | +916 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 912 | 36 | 0.0% | 0.0% | 453 | +14 | 1.56% | Q2 2026 | Aug 12, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 810 | 32 | 0.02% | 0.03% | 455 | +25 | 3.18% | Q2 2026 | Aug 07, 2026 |
| ROGCO, LP | History | No change | 775 | 31 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 838 | 31 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | Added to | 763 | 30 | 0.02% | 0.02% | 458 | +31 | 4.23% | Q2 2026 | Aug 11, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 721 | 28 | 0.01% | — | 460 | +721 | New | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 709 | 28 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | New | 657 | 26 | 0.0% | — | 461 | +657 | New | Q2 2026 | Aug 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 642 | 25 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WHITTIER TRUST CO | History | No change | 531 | 21 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Providence Capital Advisors, LLC | History | No change | 517 | 20 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 425 | 17 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 415 | 16 | 0.0% | 0.0% | 466 | +19 | 4.8% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | Reduced | 384 | 15 | 0.0% | 0.0% | 467 | -42 | -9.86% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 353 | 14 | 0.0% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | Added to | 329 | 13 | 0.0% | 0.0% | 470 | +34 | 11.53% | Q2 2026 | Aug 04, 2026 |
| Hara Capital LLC | History | No change | 346 | 13 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 300 | 12 | 0.01% | — | 472 | +300 | New | Q2 2026 | Aug 28, 2026 |
| Atomic Invest LLC | History | No change | 326 | 12 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | Sep 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 253 | 10 | 0.0% | 0.0% | 473 | -2,950 | -92.1% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 209 | 8 | 0.0% | 0.0% | 474 | +3 | 1.46% | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 181 | 7 | 0.0% | 0.0% | 475 | +2 | 1.12% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 150 | 6 | 0.0% | — | 476 | +150 | New | Q2 2026 | Jul 01, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 101 | 4 | 0.0% | — | 478 | +101 | New | Q2 2026 | Aug 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strive Financial Group ,LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 62 | 2 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 34 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -194,148 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -67,454 | -100.0% | Q2 2026 | Jul 21, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -20,418 | -100.0% | Q2 2026 | Jul 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,646 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -11,408 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BNB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -11,332 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,564 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GEN Financial Management, INC. | History | Closed out | 0 | 0 | — | 0.2% | — | -8,229 | -100.0% | Q2 2026 | Jul 24, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,055 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 0.27% | — | -6,783 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,965 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,524 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Shore Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,149 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Forum Finance Group S.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,868 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,615 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,206 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,192 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -367 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Sankala Group LLC | History | Added to | 20 | 0 | — | — | — | +10 | 100.0% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 21, 2026 |