Dimensional ETF Trust - DUHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,655,115 | 2,155,567 | 2.66% | 2.65% | 1 | +2,924,177 | 6.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | Added to | 21,465,179 | 895,741 | 0.92% | 0.85% | 2 | +1,077,532 | 5.29% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | Added to | 8,669,488 | 361,777 | 4.65% | 4.4% | 3 | +209,814 | 2.48% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,256,614 | 344,548 | 4.39% | 4.13% | 4 | +430,878 | 5.51% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,104,606 | 171,285 | 0.04% | 0.04% | 5 | +447,111 | 12.22% | Q2 2026 | Sep 23, 2026 |
| Apella Capital, LLC | History | Added to | 4,123,403 | 171,121 | 2.42% | 2.28% | 6 | +231,456 | 5.95% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,851,505 | 160,723 | 1.36% | 1.22% | 7 | +550,494 | 16.68% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Reduced | 3,613,141 | 150,776 | 0.64% | 0.67% | 8 | -853,512 | -19.11% | Q2 2026 | Aug 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,354,088 | 139,966 | 6.06% | 4.91% | 9 | +837,787 | 33.29% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | Added to | 3,144,475 | 131,218 | 3.49% | 3.36% | 10 | +71,406 | 2.32% | Q2 2026 | Jul 07, 2026 |
| ASSETMARK, INC | History | Added to | 3,078,885 | 128,481 | 0.22% | 0.0% | 11 | +3,075,461 | 89820.71% | Q2 2026 | Jul 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 3,014,121 | 125,779 | 10.56% | 9.97% | 12 | +53,925 | 1.82% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,871,276 | 119,818 | 0.04% | 0.04% | 13 | +138,183 | 5.06% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 2,833,446 | 118,239 | 0.16% | 0.2% | 14 | -922,234 | -24.56% | Q2 2026 | Aug 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,668,836 | 111,370 | 2.55% | 2.47% | 15 | +38,178 | 1.45% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,647,486 | 110,480 | 0.69% | 0.71% | 16 | +167,875 | 6.77% | Q2 2026 | Jul 20, 2026 |
| RW Investment Management LLC | History | Added to | 2,644,596 | 110,358 | 9.69% | 9.21% | 17 | +56,414 | 2.18% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,354,573 | 98,256 | 4.85% | 4.93% | 18 | -101,850 | -4.15% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,227,918 | 92,971 | 0.52% | 0.47% | 19 | +240,193 | 12.08% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,109,650 | 88,035 | 9.8% | 9.34% | 20 | +70,981 | 3.48% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Reduced | 2,100,442 | 87,651 | 0.01% | 0.01% | 21 | -47,959 | -2.23% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,089,651 | 87,201 | 0.08% | 0.08% | 22 | -18,149 | -0.86% | Q2 2026 | Aug 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 2,047,480 | 85,441 | 5.35% | 5.34% | 23 | -91,847 | -4.29% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,989,330 | 83,014 | 0.39% | 0.37% | 24 | +103,183 | 5.47% | Q2 2026 | Aug 18, 2026 |
| Savant Capital, LLC | History | Added to | 1,938,510 | 81,548 | 0.24% | 0.11% | 25 | +1,303,554 | 205.3% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,893,297 | 79,007 | 3.07% | 2.25% | 26 | +569,857 | 43.06% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,847,579 | 77,099 | 0.22% | 0.26% | 27 | +58,236 | 3.25% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,846,253 | 77,044 | 0.87% | 0.77% | 28 | +818,159 | 79.58% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,745,434 | 72,836 | 0.02% | 0.02% | 29 | +80,536 | 4.84% | Q2 2026 | Aug 14, 2026 |
| Planning Center, Inc. | History | Added to | 1,673,148 | 69,820 | 6.59% | 6.15% | 30 | +20,923 | 1.27% | Q2 2026 | Jul 29, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,609,605 | 67,168 | 7.18% | 7.14% | 31 | +92,595 | 6.1% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,499,680 | 62,581 | 0.0% | 0.0% | 32 | +73,517 | 5.15% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 1,393,666 | 58,157 | 3.76% | 6.04% | 33 | -767,643 | -35.52% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,364,264 | 56,930 | 0.54% | 0.91% | 34 | -1,351,541 | -49.77% | Q2 2026 | Aug 06, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,344,748 | 56,116 | 8.95% | 8.51% | 35 | +33,045 | 2.52% | Q2 2026 | Aug 13, 2026 |
| Retirement Solution LLC | History | Added to | 1,317,557 | 54,981 | 10.75% | 11.4% | 36 | +5,943 | 0.45% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,310,344 | 54,680 | 0.51% | 0.53% | 37 | -780 | -0.06% | Q2 2026 | Aug 14, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,286,243 | 53,674 | 9.56% | 9.28% | 38 | +86,170 | 7.18% | Q2 2026 | Aug 06, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,263,811 | 52,738 | 2.69% | 2.71% | 39 | -26,299 | -2.04% | Q2 2026 | Jul 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 1,236,979 | 51,619 | 5.11% | 4.85% | 40 | +11,958 | 0.98% | Q2 2026 | Jul 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,218,192 | 50,835 | 7.23% | 6.89% | 41 | +29,005 | 2.44% | Q2 2026 | Jul 20, 2026 |
| Burton Enright Welch | History | Added to | 1,194,965 | 49,865 | 5.86% | 5.56% | 42 | +81,552 | 7.32% | Q2 2026 | Jul 17, 2026 |
| Meredith Wealth Planning | History | Reduced | 1,189,266 | 49,628 | 11.71% | 11.95% | 43 | -10,356 | -0.86% | Q2 2026 | Jul 24, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,172,200 | 48,915 | 0.93% | 0.93% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,172,200 | 48,915 | 0.81% | 0.8% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,171,057 | 48,868 | 2.71% | 2.57% | 46 | +25,445 | 2.22% | Q2 2026 | Aug 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,166,460 | 48,676 | 3.57% | 3.33% | 47 | -82,246 | -6.59% | Q2 2026 | Aug 03, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,164,049 | 48,575 | 11.22% | 12.49% | 48 | -66,211 | -5.38% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,140,749 | 47,603 | 0.64% | 0.62% | 49 | +45,097 | 4.12% | Q2 2026 | Aug 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,124,058 | 46,906 | 13.06% | 12.94% | 50 | -61,856 | -5.22% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,118,988 | 46,180 | 0.92% | 0.96% | 51 | +26,291 | 2.41% | Q2 2026 | Jul 29, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,100,692 | 45,931 | 1.4% | 1.4% | 52 | +20,443 | 1.89% | Q2 2026 | Jul 09, 2026 |
| Timonier Family Office, LTD. | History | New | 1,072,005 | 44,734 | 12.63% | — | 53 | +1,072,005 | New | Q2 2026 | Aug 03, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,070,846 | 44,525 | 9.62% | 9.25% | 54 | +22,195 | 2.12% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 1,024,210 | 42,735 | 0.04% | 0.06% | 55 | -297,265 | -22.49% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 910,279 | 37,985 | 0.3% | 0.27% | 56 | +128,860 | 16.49% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 903,486 | 37,702 | 0.32% | 0.33% | 57 | -16,453 | -1.79% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 898,765 | 37,631 | 0.06% | 0.12% | 58 | -653,471 | -42.1% | Q2 2026 | Jul 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,014,748 | 37,302 | 1.16% | 1.16% | 59 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 864,360 | 36,069 | 13.61% | 13.3% | 60 | +39,344 | 4.77% | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 863,227 | 36,022 | 3.71% | 3.74% | 61 | +92,086 | 11.94% | Q2 2026 | Jul 31, 2026 |
| Woodward Financial Advisors, Inc. | History | Added to | 858,310 | 35,817 | 11.97% | 11.73% | 62 | +8,534 | 1.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 853,116 | 35,600 | 0.59% | 0.68% | 63 | -122,932 | -12.59% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 850,842 | 35,505 | 0.05% | 0.05% | 64 | +15,842 | 1.9% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 824,569 | 34,409 | 0.17% | 0.17% | 65 | +4,221 | 0.51% | Q2 2026 | Jul 17, 2026 |
| United Wealth Management, LLC | History | Added to | 788,373 | 32,898 | 7.4% | 7.08% | 66 | +13,098 | 1.69% | Q2 2026 | Jul 23, 2026 |
| True Wealth Design, LLC | History | Added to | 784,807 | 32,749 | 7.79% | 7.35% | 67 | +63,767 | 8.84% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 783,936 | 32,713 | 1.03% | 1.01% | 68 | +22,499 | 2.95% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 779,090 | 32,511 | 0.15% | 0.15% | 69 | +34,241 | 4.6% | Q2 2026 | Aug 03, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 767,921 | 32,045 | 6.57% | 6.34% | 70 | +14,582 | 1.94% | Q2 2026 | Aug 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 763,427 | 31,857 | 19.89% | 19.95% | 71 | +27,525 | 3.74% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 724,151 | 30,218 | 0.01% | 0.01% | 72 | +110,492 | 18.01% | Q2 2026 | Aug 07, 2026 |
| LVZ, Inc. | History | Added to | 700,148 | 29,217 | 2.97% | 2.88% | 73 | +12,886 | 1.87% | Q2 2026 | Jul 09, 2026 |
| WPWealth LLP | History | Added to | 695,197 | 29,010 | 4.3% | 3.77% | 74 | +24,539 | 3.66% | Q2 2026 | Aug 10, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 694,265 | 28,971 | 2.53% | 2.78% | 75 | -23,657 | -3.3% | Q2 2026 | Jul 21, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 692,349 | 28,891 | 3.67% | 3.52% | 76 | +19,378 | 2.88% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 691,936 | 28,874 | 0.42% | 0.43% | 77 | +13,658 | 2.01% | Q2 2026 | Jul 14, 2026 |
| CVA Family Office, LLC | History | Added to | 686,275 | 28,638 | 2.59% | 2.45% | 78 | +52,290 | 8.25% | Q2 2026 | Aug 07, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 670,845 | 27,994 | 6.96% | 6.53% | 79 | +23,740 | 3.67% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 664,486 | 27,729 | 0.03% | 0.03% | 80 | +9,624 | 1.47% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 647,840 | 26,820 | 0.0% | 0.0% | 81 | +5,728 | 0.89% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 639,416 | 26,682 | 0.83% | 0.9% | 82 | -2,703 | -0.42% | Q2 2026 | Jul 31, 2026 |
| Efficient Advisors, LLC | History | No change | 715,575 | 26,304 | 1.87% | 1.87% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 625,157 | 26,087 | 4.0% | 3.83% | 84 | +45,947 | 7.93% | Q2 2026 | Aug 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 701,173 | 25,778 | 3.22% | 3.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 609,075 | 25,416 | 1.55% | 1.43% | 86 | +30,914 | 5.35% | Q2 2026 | Aug 05, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 602,549 | 25,144 | 7.57% | 7.27% | 87 | +18,223 | 3.12% | Q2 2026 | Aug 07, 2026 |
| Elser Financial Planning, Inc | History | Added to | 589,420 | 24,596 | 1.07% | 1.0% | 88 | +27,396 | 4.87% | Q2 2026 | Jul 14, 2026 |
| Oceanside Advisors LLC | History | Added to | 584,073 | 24,373 | 12.3% | 11.84% | 89 | +19,548 | 3.46% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 661,497 | 24,316 | 0.99% | 1.3% | 90 | -45,418 | -6.42% | Q2 2026 | Jul 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 564,443 | 23,554 | 0.56% | 0.56% | 91 | +15,770 | 2.87% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | Added to | 557,469 | 23,263 | 7.83% | 7.71% | 92 | +62,056 | 12.53% | Q2 2026 | Jul 21, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 555,479 | 23,180 | 5.05% | 4.87% | 93 | +9,953 | 1.82% | Q2 2026 | Aug 11, 2026 |
| Opus Capital Group, LLC | History | Added to | 549,188 | 22,918 | 2.22% | 2.13% | 94 | +9,774 | 1.81% | Q2 2026 | Jul 31, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 548,221 | 22,805 | 1.24% | 2.3% | 95 | -419,081 | -43.32% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 545,024 | 22,743 | 0.15% | 0.16% | 96 | +13,465 | 2.53% | Q2 2026 | Sep 08, 2026 |
| Premier Financial Group | History | Reduced | 538,358 | 22,465 | 4.52% | 3.46% | 97 | -6,149 | -1.13% | Q2 2026 | Sep 18, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 533,313 | 22,255 | 6.31% | 6.23% | 98 | +5,491 | 1.04% | Q2 2026 | Jul 28, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 510,521 | 21,304 | 9.97% | 9.87% | 99 | +16,180 | 3.27% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 509,323 | 21,254 | 4.96% | 4.86% | 100 | +8,555 | 1.71% | Q2 2026 | Jul 30, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 502,699 | 20,977 | 6.61% | 6.54% | 101 | -7,004 | -1.37% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 500,172 | 20,872 | 0.1% | 0.03% | 102 | +304,711 | 155.89% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 499,261 | 20,834 | 0.06% | 0.06% | 103 | +19,180 | 4.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 498,720 | 20,811 | 10.21% | 10.94% | 104 | -39,236 | -7.29% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 492,776 | 20,564 | 0.05% | 0.03% | 105 | +146,519 | 42.32% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 485,589 | 20,265 | 0.02% | 0.02% | 106 | +54,650 | 12.68% | Q2 2026 | Aug 14, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 483,926 | 20,194 | 10.02% | 9.31% | 107 | +41,747 | 9.44% | Q2 2026 | Jul 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 480,387 | 20,046 | 16.38% | 16.36% | 108 | +7,759 | 1.64% | Q2 2026 | Aug 05, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 479,061 | 19,991 | 7.01% | 6.65% | 109 | +8,675 | 1.84% | Q2 2026 | Aug 04, 2026 |
| Envision Financial Planning, LLC | History | Added to | 475,633 | 19,848 | 6.46% | 6.14% | 110 | +14,206 | 3.08% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Added to | 470,037 | 19,614 | 7.25% | 6.13% | 111 | +80,840 | 20.77% | Q2 2026 | Aug 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 468,852 | 19,565 | 6.94% | 6.65% | 112 | -2,350 | -0.5% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 460,604 | 19,221 | 0.41% | 0.43% | 113 | +24,894 | 5.71% | Q2 2026 | Aug 03, 2026 |
| Syverson Strege & Co | History | Added to | 458,250 | 19,122 | 4.17% | 4.03% | 114 | +2,564 | 0.56% | Q2 2026 | Aug 06, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 454,027 | 18,946 | 6.46% | 6.52% | 115 | +31,343 | 7.42% | Q2 2026 | Jul 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 451,548 | 18,843 | 3.23% | 3.03% | 116 | +3,222 | 0.72% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 445,044 | 18,571 | 0.02% | 0.02% | 117 | -12,023 | -2.63% | Q2 2026 | Aug 12, 2026 |
| Level Financial Advisors | History | Added to | 435,560 | 18,175 | 4.06% | 3.93% | 118 | +16,171 | 3.86% | Q2 2026 | Jul 15, 2026 |
| Financial Harvest, LLC | History | Added to | 424,477 | 17,713 | 7.32% | 8.36% | 119 | +38,357 | 9.93% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 417,293 | 17,413 | 5.26% | 4.91% | 120 | +38,193 | 10.07% | Q2 2026 | Jul 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 411,800 | 17,184 | 1.95% | 1.92% | 121 | +6,140 | 1.51% | Q2 2026 | Jul 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 399,989 | 16,691 | 0.18% | 0.19% | 122 | +4,412 | 1.12% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 399,989 | 16,691 | 0.99% | 0.99% | 123 | +4,412 | 1.12% | Q2 2026 | Aug 05, 2026 |
| Austin Asset Management Co Inc | History | Added to | 396,161 | 16,531 | 2.3% | 2.33% | 124 | +10,304 | 2.67% | Q2 2026 | Jul 31, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 393,725 | 16,430 | 10.66% | 10.43% | 125 | -12,163 | -3.0% | Q2 2026 | Jul 20, 2026 |
| 25 LLC | History | Added to | 392,450 | 16,376 | 4.48% | 4.22% | 126 | +20,377 | 5.48% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 388,031 | 16,192 | 2.13% | 2.01% | 127 | +49,076 | 14.48% | Q2 2026 | Aug 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 379,331 | 15,829 | 2.39% | 2.26% | 128 | +18,152 | 5.03% | Q2 2026 | Jul 23, 2026 |
| Gemmer Asset Management LLC | History | Added to | 378,691 | 15,802 | 1.06% | 1.04% | 129 | +20,693 | 5.78% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 375,308 | 15,661 | 0.02% | 0.01% | 130 | +166,890 | 80.07% | Q2 2026 | Aug 13, 2026 |
| MATAURO, LLC | History | Added to | 374,021 | 15,607 | 2.06% | 1.89% | 131 | +17,377 | 4.87% | Q2 2026 | Jul 21, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 372,203 | 15,532 | 4.46% | 4.08% | 132 | +39,808 | 11.98% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC | History | Added to | 370,116 | 15,444 | 4.98% | 4.83% | 133 | +18,481 | 5.26% | Q2 2026 | Jul 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 368,577 | 15,380 | 7.17% | 6.84% | 134 | +11,450 | 3.21% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | Added to | 366,690 | 15,306 | 0.02% | 0.02% | 135 | +22,729 | 6.61% | Q2 2026 | Aug 14, 2026 |
| Aspen Private Advisors, LLC | History | New | 351,240 | 14,657 | 14.7% | — | 136 | +351,240 | New | Q2 2026 | Jul 31, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 346,325 | 14,452 | 5.56% | 5.36% | 137 | +5,063 | 1.48% | Q2 2026 | Aug 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 342,901 | 14,309 | 3.74% | 3.62% | 138 | +13,567 | 4.12% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 338,698 | 14,131 | 1.44% | — | 139 | +338,698 | New | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 338,368 | 14,120 | 0.03% | 0.03% | 140 | +80,151 | 31.04% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 334,430 | 13,955 | 0.1% | 0.09% | 141 | +1,257 | 0.38% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 332,562 | 13,877 | 1.15% | 1.29% | 142 | -928 | -0.28% | Q2 2026 | Jul 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 331,798 | 13,845 | 3.55% | 4.5% | 143 | -96,045 | -22.45% | Q2 2026 | Jul 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 320,624 | 13,379 | 4.11% | 3.76% | 144 | +21,273 | 7.11% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 319,502 | 13,333 | 0.0% | 0.0% | 145 | -84,002 | -20.82% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 317,648 | 13,255 | 1.67% | 1.64% | 146 | +32,070 | 11.23% | Q2 2026 | Jul 27, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 319,146 | 13,212 | 9.89% | 9.66% | 147 | +9,376 | 3.03% | Q2 2026 | Jul 07, 2026 |
| Invst, LLC | History | Added to | 296,689 | 12,380 | 1.21% | 1.16% | 148 | +17,123 | 6.12% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 293,852 | 12,262 | 2.12% | 2.28% | 149 | +2,900 | 1.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 292,388 | 12,201 | 7.3% | 6.84% | 150 | +6,035 | 2.11% | Q2 2026 | Aug 05, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 288,982 | 12,050 | 5.71% | 5.22% | 151 | +41,034 | 16.55% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 287,882 | 12,013 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 288,943 | 11,895 | 3.81% | 3.75% | 153 | +17,098 | 6.29% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 283,699 | 11,838 | 0.18% | 0.19% | 154 | -1,294 | -0.45% | Q2 2026 | Jul 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 279,330 | 11,656 | 0.46% | 0.4% | 155 | +34,513 | 14.1% | Q2 2026 | Aug 12, 2026 |
| Vestment Financial LLC | History | Added to | 266,963 | 11,132 | 4.99% | 4.69% | 156 | +13,958 | 5.52% | Q2 2026 | Jul 24, 2026 |
| RCS Financial Planning, LLC | History | Added to | 266,126 | 11,105 | 5.26% | 4.93% | 157 | +7,386 | 2.85% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 265,683 | 11,086 | 0.17% | 0.16% | 158 | -3,391 | -1.26% | Q2 2026 | Aug 10, 2026 |
| Sollinda Capital Management LLC | History | Added to | 265,378 | 11,074 | 2.36% | 2.02% | 159 | +38,779 | 17.11% | Q2 2026 | Aug 05, 2026 |
| VANCE WEALTH, LLC | History | Added to | 259,581 | 10,832 | 2.44% | 2.72% | 160 | +3,111 | 1.21% | Q2 2026 | Aug 14, 2026 |
| CSP Financial Group, LLC | History | Added to | 257,260 | 10,735 | 9.15% | 8.81% | 161 | +23,098 | 9.86% | Q2 2026 | Jul 27, 2026 |
| WorthPointe, LLC | History | Added to | 256,848 | 10,718 | 2.69% | 2.44% | 162 | +11,331 | 4.62% | Q2 2026 | Jul 31, 2026 |
| Warburton Capital Management, LLC | History | Added to | 256,447 | 10,701 | 4.35% | 3.94% | 163 | +44,430 | 20.96% | Q2 2026 | Jul 31, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 253,909 | 10,595 | 1.98% | 1.78% | 164 | +7,510 | 3.05% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Added to | 252,333 | 10,529 | 0.12% | 0.12% | 165 | +22,768 | 9.92% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 247,722 | 10,337 | 0.08% | 0.08% | 166 | -6,762 | -2.66% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 245,841 | 10,258 | 1.16% | 1.09% | 167 | +21,245 | 9.46% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 245,417 | 10,241 | 0.03% | 0.03% | 168 | +13,974 | 6.04% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 245,359 | 10,238 | 0.47% | 0.48% | 169 | -6,561 | -2.6% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Added to | 242,967 | 10,139 | 0.02% | 0.02% | 170 | +18,609 | 8.29% | Q2 2026 | Aug 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 239,033 | 9,974 | 5.71% | 5.84% | 171 | +2,705 | 1.14% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 237,898 | 9,927 | 0.02% | 0.02% | 172 | -18,946 | -7.38% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 235,557 | 9,829 | 0.28% | 0.28% | 173 | -6,248 | -2.58% | Q2 2026 | Jul 07, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 232,664 | 9,709 | 7.46% | 7.61% | 174 | +2,166 | 0.94% | Q2 2026 | Jul 17, 2026 |
| Trailhead Planners LLC | History | Reduced | 231,104 | 9,643 | 9.32% | 8.99% | 175 | -23,864 | -9.36% | Q2 2026 | Aug 06, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 231,062 | 9,555 | 1.31% | 0.79% | 176 | -70,858 | -23.47% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 220,492 | 9,201 | 0.71% | 0.65% | 177 | -1,315 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 213,883 | 8,925 | 0.9% | 0.88% | 178 | +3,893 | 1.85% | Q2 2026 | Jul 17, 2026 |
| Sanchez Levi Garrett | History | Added to | 212,437 | 8,864 | 4.81% | 4.71% | 179 | +8,240 | 4.04% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 209,310 | 8,734 | 2.22% | 2.28% | 180 | -1,934 | -0.92% | Q2 2026 | Jul 21, 2026 |
| Disciplined Investments, LLC | History | Added to | 207,790 | 8,671 | 2.8% | 2.53% | 181 | +16,161 | 8.43% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 205,226 | 8,564 | 0.0% | 0.0% | 182 | +199,316 | 3372.52% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | Added to | 204,521 | 8,534 | 3.59% | 3.48% | 183 | +8,916 | 4.56% | Q2 2026 | Aug 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 200,033 | 8,347 | 1.34% | 1.36% | 184 | +49,130 | 32.56% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 202,826 | 8,307 | 0.0% | 0.0% | 185 | +53,360 | 35.7% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 195,348 | 8,151 | 0.13% | — | 186 | +195,348 | New | Q2 2026 | Jul 28, 2026 |
| E-Wealth Partners, LLC | History | Added to | 192,898 | 8,049 | 5.82% | 5.33% | 187 | +13,175 | 7.33% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,892 | 7,924 | 0.07% | 0.07% | 188 | +3,293 | 1.76% | Q2 2026 | Jul 27, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 187,855 | 7,839 | 0.94% | 1.0% | 189 | -4,358 | -2.27% | Q2 2026 | Jul 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 187,696 | 7,832 | 1.09% | 1.13% | 190 | -7,249 | -3.72% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 186,377 | 7,777 | 0.04% | 0.02% | 191 | +110,504 | 145.64% | Q2 2026 | Aug 11, 2026 |
| Emprise Bank | History | Added to | 183,892 | 7,673 | 2.83% | 1.86% | 192 | +57,478 | 45.47% | Q2 2026 | Jul 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 180,837 | 7,546 | 0.56% | 0.52% | 193 | +8,686 | 5.05% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 178,294 | 7,440 | 0.0% | 0.0% | 194 | +76,420 | 75.01% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 178,005 | 7,428 | 3.99% | 3.85% | 195 | +783 | 0.44% | Q2 2026 | Jul 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 175,990 | 7,344 | 4.93% | 4.72% | 196 | +7,358 | 4.36% | Q2 2026 | Aug 05, 2026 |
| Waycross Investment Management Co | History | Reduced | 174,485 | 7,281 | 5.54% | 6.34% | 197 | -5,995 | -3.32% | Q2 2026 | Jul 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 174,460 | 7,280 | 1.77% | 1.56% | 198 | +28,535 | 19.55% | Q2 2026 | Jul 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 174,112 | 7,265 | 3.7% | 3.51% | 199 | +7,464 | 4.48% | Q2 2026 | Jul 20, 2026 |
| Shore Point Advisors, LLC | History | Added to | 212,882 | 7,223 | 2.47% | 2.4% | 200 | +12,481 | 6.23% | Q2 2026 | Jul 14, 2026 |
| Entelevest, LLC | History | Added to | 170,058 | 7,096 | 6.06% | 6.07% | 201 | +5,032 | 3.05% | Q2 2026 | Jul 22, 2026 |
| BluePrint Investing LLC | History | Reduced | 167,297 | 6,981 | 5.22% | 4.91% | 202 | -364 | -0.22% | Q2 2026 | Jul 17, 2026 |
| Layline Advisors, LLC | History | Added to | 166,295 | 6,939 | 6.22% | 5.9% | 203 | +22,886 | 15.96% | Q2 2026 | Aug 20, 2026 |
| Kooman & Associates | History | Reduced | 162,967 | 6,800 | 1.83% | 6.19% | 204 | -401,799 | -71.14% | Q2 2026 | Jul 22, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 160,005 | 6,677 | 2.6% | 2.2% | 205 | +32,810 | 25.8% | Q2 2026 | Jul 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 157,779 | 6,584 | 1.12% | 1.16% | 206 | +91 | 0.06% | Q2 2026 | Jul 31, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 156,153 | 6,470 | 1.74% | 1.66% | 207 | +6,000 | 4.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 153,960 | 6,424 | 1.21% | 0.96% | 208 | +30,025 | 24.23% | Q2 2026 | Sep 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 153,521 | 6,406 | 0.51% | 0.51% | 209 | +4,630 | 3.11% | Q2 2026 | Aug 06, 2026 |
| REDW Wealth LLC | History | Reduced | 152,395 | 6,359 | 2.28% | 2.74% | 210 | -34,229 | -18.34% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 151,985 | 6,342 | 0.01% | 0.01% | 211 | -16,616 | -9.86% | Q2 2026 | Aug 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 151,174 | 6,308 | 3.78% | 3.76% | 212 | +15 | 0.01% | Q2 2026 | Jul 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 147,723 | 6,164 | 2.43% | 2.31% | 213 | +5,281 | 3.71% | Q2 2026 | Jul 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 143,462 | 6,006 | 0.93% | 0.96% | 214 | +1,104 | 0.78% | Q2 2026 | Jul 30, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 141,876 | 5,920 | 0.93% | 0.98% | 215 | -19,798 | -12.25% | Q2 2026 | Aug 07, 2026 |
| Corus Family Wealth Advisors | History | Added to | 139,787 | 5,833 | 4.02% | 4.04% | 216 | +4,704 | 3.48% | Q2 2026 | Jul 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 138,456 | 5,777 | 0.53% | 0.69% | 217 | -42,744 | -23.59% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 136,464 | 5,694 | 0.35% | 0.31% | 218 | +22,190 | 19.42% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 134,718 | 5,618 | 1.28% | 1.15% | 219 | +5,189 | 4.01% | Q2 2026 | Jul 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 150,502 | 5,532 | 1.92% | 1.92% | 220 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 128,485 | 5,361 | 0.1% | 0.13% | 221 | -69,777 | -35.19% | Q2 2026 | Aug 05, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 127,757 | 5,331 | 2.32% | 2.13% | 222 | +20,668 | 19.3% | Q2 2026 | Jul 21, 2026 |
| BetterWealth, LLC | History | Reduced | 125,450 | 5,235 | 0.93% | 0.93% | 223 | -3,500 | -2.71% | Q2 2026 | Jul 21, 2026 |
| Strategent Financial, LLC | History | Added to | 124,866 | 5,210 | 3.0% | 2.92% | 224 | +7,990 | 6.84% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 124,314 | 5,187 | 0.68% | 0.64% | 225 | +7,641 | 6.55% | Q2 2026 | Jul 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 123,579 | 5,156 | 1.48% | 3.99% | 226 | -200,397 | -61.86% | Q2 2026 | Jul 09, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 122,817 | 5,125 | 2.78% | 2.51% | 227 | +11,806 | 10.63% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 118,730 | 4,954 | 0.09% | 0.08% | 228 | +8,887 | 8.09% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Reduced | 118,260 | 4,934 | 0.0% | 0.0% | 229 | -5,456 | -4.41% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 118,100 | 4,928 | 0.1% | 0.14% | 230 | -58,200 | -33.01% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | Added to | 117,273 | 4,893 | 1.12% | 0.99% | 231 | +13,986 | 13.54% | Q2 2026 | Jul 14, 2026 |
| BDFS Capital LLC | History | Added to | 116,706 | 4,870 | 2.12% | 1.89% | 232 | +9,604 | 8.97% | Q2 2026 | Jul 15, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 116,224 | 4,850 | 1.9% | 1.86% | 233 | +4,131 | 3.69% | Q2 2026 | Aug 17, 2026 |
| L & S Advisors Inc | History | Reduced | 114,587 | 4,781 | 0.49% | 0.53% | 234 | -330 | -0.29% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 109,945 | 4,588 | 0.23% | 0.2% | 235 | +672 | 0.61% | Q2 2026 | Jul 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 106,514 | 4,444 | 0.29% | 0.18% | 236 | +43,884 | 70.07% | Q2 2026 | Jul 08, 2026 |
| Atria Investments, Inc | History | Added to | 106,446 | 4,441 | 0.04% | 0.03% | 237 | +43,637 | 69.48% | Q2 2026 | Jul 28, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 106,210 | 4,432 | 1.23% | 1.4% | 238 | +2,765 | 2.67% | Q2 2026 | Jul 22, 2026 |
| Friday Financial | History | Added to | 106,557 | 4,422 | 1.18% | 1.23% | 239 | +9,110 | 9.35% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 105,762 | 4,413 | 0.0% | 0.0% | 240 | +98,314 | 1320.01% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,340 | 4,354 | 0.0% | 0.0% | 241 | +10,930 | 11.7% | Q2 2026 | Aug 12, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 103,342 | 4,312 | 3.47% | 3.3% | 242 | +8,289 | 8.72% | Q2 2026 | Jul 17, 2026 |
| Live Oak Private Wealth LLC | History | New | 103,223 | 4,307 | 0.54% | — | 243 | +103,223 | New | Q2 2026 | Jul 20, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 102,539 | 4,278 | 3.89% | 3.76% | 244 | +2,178 | 2.17% | Q2 2026 | Jul 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 102,168 | 4,263 | 0.29% | 0.3% | 245 | -917 | -0.89% | Q2 2026 | Aug 04, 2026 |
| HBE Wealth Management, LLC | History | Added to | 101,467 | 4,234 | 3.04% | 2.92% | 246 | +10,351 | 11.36% | Q2 2026 | Jul 13, 2026 |
| Evanson Financial, LLC | History | New | 98,271 | 4,100 | 0.2% | — | 247 | +98,271 | New | Q2 2026 | Jul 07, 2026 |
| Torren Management, LLC | History | Reduced | 97,411 | 4,064 | 2.07% | 1.79% | 248 | -441 | -0.45% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 95,547 | 3,987 | 0.13% | 0.12% | 249 | -11,432 | -10.69% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 94,243 | 3,932 | 1.23% | 1.05% | 250 | +11,750 | 14.24% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 92,820 | 3,873 | 0.0% | 0.0% | 251 | -5,497 | -5.59% | Q2 2026 | Aug 13, 2026 |
| McCartney Wealth Management LLC | History | Added to | 92,770 | 3,871 | 2.93% | 2.76% | 252 | +3,657 | 4.1% | Q2 2026 | Aug 03, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 92,401 | 3,855 | 1.4% | 1.38% | 253 | -1,132 | -1.21% | Q2 2026 | Jul 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 88,776 | 3,704 | 0.76% | 0.73% | 254 | +2,446 | 2.83% | Q2 2026 | Aug 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 88,410 | 3,689 | 1.12% | 0.9% | 255 | +18,291 | 26.09% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 86,766 | 3,566 | 1.77% | 1.85% | 256 | -3,031 | -3.38% | Q2 2026 | Jul 22, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 85,227 | 3,556 | 1.7% | 1.63% | 257 | +3,222 | 3.93% | Q2 2026 | Aug 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 96,671 | 3,553 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Caprock Group, LLC | History | No change | 84,910 | 3,543 | 0.07% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 84,487 | 3,525 | 0.0% | 0.0% | 260 | +25,261 | 42.65% | Q2 2026 | Aug 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 83,441 | 3,482 | 0.57% | 0.56% | 261 | -3,191 | -3.68% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,858 | 3,374 | 0.0% | 0.0% | 262 | +66,176 | 450.73% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 80,157 | 3,339 | 2.51% | 2.58% | 263 | -1,871 | -2.28% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 79,964 | 3,336 | 0.42% | 0.48% | 264 | -1,313 | -1.62% | Q2 2026 | Jul 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 78,892 | 3,292 | 0.04% | 0.04% | 265 | +3,614 | 4.8% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,238 | 3,264 | 0.0% | 0.01% | 266 | -1,656 | -2.07% | Q2 2026 | Aug 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 77,749 | 3,244 | 2.25% | 2.08% | 267 | +3,131 | 4.2% | Q2 2026 | Jul 23, 2026 |
| Outbound Financial Inc | History | Reduced | 77,529 | 3,235 | 2.1% | 2.24% | 268 | -3,722 | -4.58% | Q2 2026 | Jul 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 76,310 | 3,184 | 0.37% | 0.22% | 269 | +26,724 | 53.89% | Q2 2026 | Jul 24, 2026 |
| NWAM LLC | History | Added to | 76,160 | 3,178 | 0.16% | 0.15% | 270 | +5,319 | 7.51% | Q2 2026 | Jul 23, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 75,513 | 3,151 | 1.38% | — | 271 | +75,513 | New | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 74,430 | 3,105 | 1.18% | 1.19% | 272 | -1,458 | -1.92% | Q2 2026 | Aug 07, 2026 |
| Daner Wealth Management, LLC | History | Added to | 72,240 | 3,097 | 1.68% | 1.46% | 273 | +10,027 | 16.12% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 71,206 | 2,971 | 0.19% | 0.19% | 274 | +3,314 | 4.88% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 70,686 | 2,949 | 0.01% | 0.0% | 275 | +68,812 | 3671.93% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 70,140 | 2,926 | 0.59% | 0.56% | 276 | +2,714 | 4.03% | Q2 2026 | Aug 12, 2026 |
| Wolfstich Capital, LLC | History | Added to | 68,190 | 2,836 | 2.19% | 1.81% | 277 | +10,482 | 18.16% | Q2 2026 | Jul 24, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 67,839 | 2,830 | 0.46% | 0.4% | 278 | +11,480 | 20.37% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 65,370 | 2,727 | 0.04% | 0.04% | 279 | +6,056 | 10.21% | Q2 2026 | Aug 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 64,294 | 2,682 | 0.15% | 0.17% | 280 | -100 | -0.16% | Q2 2026 | Aug 13, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 64,079 | 2,674 | 1.94% | 1.98% | 281 | -557 | -0.86% | Q2 2026 | Jul 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 63,355 | 2,652 | 0.25% | 0.05% | 282 | +52,793 | 499.84% | Q2 2026 | Jul 14, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 63,454 | 2,647 | 2.01% | 1.7% | 283 | +8,590 | 15.66% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 63,390 | 2,645 | 0.03% | 0.02% | 284 | +10,627 | 20.14% | Q2 2026 | Jul 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 62,811 | 2,621 | 0.42% | 0.37% | 285 | +5,780 | 10.13% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 61,259 | 2,556 | 0.19% | 0.18% | 286 | +88 | 0.14% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 61,078 | 2,548 | 0.0% | 0.0% | 287 | -5,591 | -8.39% | Q2 2026 | Aug 03, 2026 |
| Everest Private Wealth | History | Added to | 59,820 | 2,496 | 0.93% | 1.1% | 288 | +630 | 1.06% | Q2 2026 | Aug 07, 2026 |
| VIAWEALTH, LLC | History | Added to | 59,085 | 2,465 | 1.24% | 1.16% | 289 | +2,259 | 3.98% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 58,448 | 2,439 | 0.12% | 0.12% | 290 | +774 | 1.34% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 57,482 | 2,398 | 0.47% | 0.42% | 291 | +6,932 | 13.71% | Q2 2026 | Aug 05, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 57,007 | 2,378 | 0.62% | 0.63% | 292 | +1,813 | 3.28% | Q2 2026 | Jul 13, 2026 |
| Everest Financial Group LLC | History | Added to | 56,943 | 2,376 | 0.32% | 0.33% | 293 | +2,502 | 4.6% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 56,891 | 2,374 | 0.03% | 0.03% | 294 | -3,443 | -5.71% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 56,675 | 2,365 | 0.05% | 0.11% | 295 | -72,156 | -56.01% | Q2 2026 | Aug 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 56,340 | 2,351 | 1.21% | 1.25% | 296 | +655 | 1.18% | Q2 2026 | Aug 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 55,780 | 2,327 | 0.75% | 0.77% | 297 | -1,296 | -2.27% | Q2 2026 | Jul 15, 2026 |
| MSA Advisors, LLC | History | No change | 53,725 | 2,241 | 0.58% | 0.59% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,912 | 2,208 | 0.01% | 0.01% | 299 | -1,054 | -1.95% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 52,801 | 2,203 | 0.07% | 0.12% | 300 | -4,664 | -8.12% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,475 | 2,106 | 0.0% | 0.0% | 301 | -18,411 | -26.73% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 49,678 | 2,066 | 0.12% | 0.11% | 302 | +11,674 | 30.72% | Q2 2026 | Aug 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 48,974 | 2,043 | 0.65% | — | 303 | +48,974 | New | Q2 2026 | Jul 17, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 48,716 | 2,032 | 1.06% | 0.97% | 304 | +4,552 | 10.31% | Q2 2026 | Jul 20, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 48,009 | 2,003 | 0.44% | 0.16% | 305 | +31,794 | 196.08% | Q2 2026 | Jul 24, 2026 |
| Global Financial Private Client, LLC | History | Added to | 47,833 | 1,996 | 0.54% | 0.36% | 306 | +17,816 | 59.35% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 47,476 | 1,981 | 0.01% | 0.01% | 307 | +3,094 | 6.97% | Q2 2026 | Aug 11, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 47,358 | 1,976 | 0.06% | 0.07% | 308 | -2,521 | -5.05% | Q2 2026 | Aug 10, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 46,293 | 1,931 | 1.03% | 0.89% | 309 | +16,281 | 54.25% | Q2 2026 | Aug 12, 2026 |
| Mission Financial Group, LLC | History | New | 45,634 | 1,904 | 1.58% | — | 310 | +45,634 | New | Q2 2026 | Aug 12, 2026 |
| K2 Financial Inc. | History | Added to | 45,256 | 1,887 | 1.33% | 1.29% | 311 | +31 | 0.07% | Q2 2026 | Jul 21, 2026 |
| First Financial Group Corp | History | Added to | 45,129 | 1,883 | 1.36% | 1.24% | 312 | +3,777 | 9.13% | Q2 2026 | Jul 15, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 44,601 | 1,861 | 1.37% | 1.33% | 313 | +2,176 | 5.13% | Q2 2026 | Aug 06, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 43,544 | 1,817 | 1.14% | 1.16% | 314 | -171 | -0.39% | Q2 2026 | Aug 07, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 42,172 | 1,759 | 0.69% | 0.39% | 315 | +19,849 | 88.92% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 41,936 | 1,750 | 0.0% | 0.0% | 316 | +5,003 | 13.55% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 41,665 | 1,738 | 0.42% | 0.48% | 317 | -4,493 | -9.73% | Q2 2026 | Jul 29, 2026 |
| Lynx Investment Advisory | History | Added to | 40,769 | 1,701 | 0.56% | 0.17% | 318 | +31,087 | 321.08% | Q2 2026 | Jul 27, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 39,197 | 1,635 | 0.23% | 0.19% | 319 | +8,220 | 26.54% | Q2 2026 | Jul 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 39,162 | 1,634 | 0.07% | 0.08% | 320 | -671 | -1.68% | Q2 2026 | Aug 20, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 37,189 | 1,551 | 1.12% | 5.51% | 321 | -146,575 | -79.76% | Q2 2026 | Aug 06, 2026 |
| American Investment Services, Inc. | History | Reduced | 36,357 | 1,517 | 0.32% | 0.3% | 322 | -274 | -0.75% | Q2 2026 | Aug 12, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Reduced | 36,208 | 1,510 | 0.2% | 0.51% | 323 | -34 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 35,935 | 1,499 | 0.1% | 0.12% | 324 | -2,896 | -7.46% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | Added to | 35,587 | 1,485 | 0.1% | 0.06% | 325 | +13,825 | 63.53% | Q2 2026 | Aug 03, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 39,814 | 1,463 | 0.97% | 0.97% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 34,029 | 1,420 | 0.44% | 0.44% | 327 | +572 | 1.71% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | New | 32,564 | 1,358 | 0.3% | — | 328 | +32,564 | New | Q2 2026 | Aug 12, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 32,250 | 1,345 | 0.88% | 0.93% | 330 | -1,385 | -4.12% | Q2 2026 | Jul 31, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 32,234 | 1,345 | 0.64% | 0.69% | 329 | +72 | 0.22% | Q2 2026 | Jul 24, 2026 |
| Tandem Financial, LLC | History | Reduced | 31,595 | 1,318 | 0.4% | 0.39% | 331 | -1,385 | -4.2% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 30,606 | 1,277 | 0.0% | 0.0% | 332 | +15,613 | 104.14% | Q2 2026 | Aug 12, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 30,589 | 1,276 | 0.4% | 0.51% | 333 | -7,612 | -19.93% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | Added to | 30,394 | 1,268 | 0.04% | 0.03% | 334 | +13,526 | 80.19% | Q2 2026 | Aug 03, 2026 |
| Herold Advisors, Inc. | History | Added to | 30,204 | 1,260 | 0.25% | 0.18% | 335 | +8,274 | 37.73% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Added to | 29,913 | 1,248 | 0.0% | 0.0% | 336 | +14,867 | 98.81% | Q2 2026 | Aug 13, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 29,482 | 1,230 | 0.42% | 0.5% | 337 | +1,291 | 4.58% | Q2 2026 | Aug 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | Reduced | 29,398 | 1,226 | 0.54% | 0.66% | 338 | -1,726 | -5.55% | Q2 2026 | Aug 05, 2026 |
| Venture Visionary Partners LLC | History | New | 29,197 | 1,218 | 0.03% | — | 339 | +29,197 | New | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | Added to | 29,136 | 1,215 | 0.02% | 0.02% | 340 | +343 | 1.19% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 27,793 | 1,159 | 0.0% | — | 341 | +27,793 | New | Q2 2026 | Aug 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 26,714 | 1,114 | 0.7% | 0.66% | 342 | +273 | 1.03% | Q2 2026 | Jul 22, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 25,450 | 1,062 | 0.36% | 0.34% | 343 | +866 | 3.52% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | New | 24,621 | 1,027 | 0.0% | — | 344 | +24,621 | New | Q2 2026 | Aug 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 24,306 | 1,014 | 0.83% | 0.84% | 345 | +470 | 1.97% | Q2 2026 | Jul 21, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 23,883 | 996 | 0.86% | 1.05% | 346 | -4,851 | -16.88% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 23,122 | 964 | 0.01% | 0.01% | 347 | +610 | 2.71% | Q2 2026 | Aug 03, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 22,509 | 939 | 0.26% | 0.25% | 348 | +220 | 0.99% | Q2 2026 | Jul 31, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 24,584 | 903 | 0.34% | 0.34% | 349 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 21,570 | 900 | 0.36% | 0.17% | 350 | +661 | 3.16% | Q2 2026 | Aug 14, 2026 |
| Oder Investment Management, LLC | History | Added to | 21,548 | 899 | 0.6% | 0.58% | 351 | +1,025 | 4.99% | Q2 2026 | Aug 11, 2026 |
| Belleair Asset Management, LLC | History | Added to | 21,537 | 898 | 0.76% | 0.71% | 352 | +471 | 2.24% | Q2 2026 | Jul 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 21,456 | 895 | 0.28% | 0.29% | 353 | -1,125 | -4.98% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 21,301 | 888 | 0.01% | 0.01% | 354 | -28 | -0.13% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | Reduced | 21,223 | 885 | 0.01% | 0.03% | 355 | -8,433 | -28.44% | Q2 2026 | Aug 10, 2026 |
| Mattern Wealth Management LLC | History | No change | 21,087 | 879 | 0.14% | 0.15% | 356 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 20,704 | 863 | 0.41% | 0.47% | 357 | -3,517 | -14.52% | Q2 2026 | Jul 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 19,757 | 824 | 0.61% | 0.56% | 358 | +346 | 1.78% | Q2 2026 | Jul 28, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 19,588 | 817 | 0.4% | 0.41% | 359 | -374 | -1.87% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,343 | 807 | 0.11% | 0.12% | 361 | -470 | -2.37% | Q2 2026 | Aug 03, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 18,993 | 807 | 0.32% | 0.33% | 360 | +1 | 0.01% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 19,163 | 799 | 0.01% | 0.01% | 362 | -88 | -0.46% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 19,118 | 797 | 0.0% | 0.01% | 363 | -10,773 | -36.04% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 19,016 | 793 | 0.21% | 0.22% | 364 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 18,733 | 781 | 0.1% | 0.1% | 365 | +5 | 0.03% | Q2 2026 | Aug 04, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 18,685 | 779 | 0.12% | 0.12% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 18,751 | 776 | 0.01% | — | 368 | +18,751 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,751 | 776 | 0.01% | 0.01% | 367 | +228 | 1.23% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 18,372 | 766 | 0.01% | — | 369 | +18,372 | New | Q2 2026 | Aug 06, 2026 |
| Factor Wealth Management LTD | History | Added to | 17,887 | 746 | 0.11% | 0.12% | 370 | +2 | 0.01% | Q2 2026 | Jul 07, 2026 |
| tru Independence LLC | History | Reduced | 17,507 | 730 | 0.32% | 0.36% | 371 | -2,387 | -12.0% | Q2 2026 | Aug 10, 2026 |
| ASPIRIANT, LLC | History | No change | 17,299 | 721 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 17,048 | 711 | 0.31% | 0.3% | 373 | +90 | 0.53% | Q2 2026 | Jul 27, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 16,776 | 700 | 0.44% | 0.31% | 374 | +5,200 | 44.92% | Q2 2026 | Aug 05, 2026 |
| Shearwater Capital LLC | History | No change | 16,574 | 691 | 0.33% | 0.32% | 375 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | New | 16,368 | 683 | 0.0% | — | 376 | +16,368 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 16,341 | 681 | 0.39% | 0.33% | 377 | +2,091 | 14.67% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,316 | 680 | 0.01% | 0.01% | 378 | +197 | 1.22% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,228 | 677 | 0.0% | 0.0% | 379 | +50 | 0.31% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Added to | 15,952 | 665 | 0.03% | 0.03% | 380 | +365 | 2.34% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 15,471 | 645 | 0.13% | 0.13% | 381 | +581 | 3.9% | Q2 2026 | Jul 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 15,455 | 644 | 0.01% | — | 382 | +15,455 | New | Q2 2026 | Jul 15, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 15,138 | 631 | 0.15% | 0.15% | 383 | -117 | -0.77% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,975 | 624 | 0.01% | 0.01% | 384 | +5,749 | 62.31% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 14,841 | 619 | 0.06% | 0.06% | 385 | +24 | 0.16% | Q2 2026 | Jul 29, 2026 |
| Nova R Wealth, Inc. | History | Added to | 14,605 | 609 | 0.18% | 0.17% | 386 | +34 | 0.23% | Q2 2026 | Jul 17, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 14,581 | 608 | 0.39% | 0.4% | 387 | -89 | -0.61% | Q2 2026 | Jul 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 14,259 | 595 | 0.27% | 0.29% | 388 | -23 | -0.16% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,188 | 592 | 0.0% | 0.0% | 389 | -2,441 | -14.68% | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 14,165 | 591 | 0.05% | 0.03% | 390 | +4,363 | 44.51% | Q2 2026 | Jul 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 14,074 | 587 | 0.04% | 0.03% | 391 | -567 | -3.87% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 13,950 | 582 | 0.01% | 0.01% | 392 | -616 | -4.23% | Q2 2026 | Jul 17, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 13,930 | 581 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 13,788 | 575 | 0.14% | 0.14% | 394 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AWM CAPITAL, LLC | History | Added to | 13,492 | 563 | 0.05% | 0.04% | 395 | +32 | 0.24% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Management LLC | History | No change | 13,420 | 560 | 0.06% | 0.05% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | Added to | 13,372 | 558 | 0.04% | 0.04% | 398 | +31 | 0.23% | Q2 2026 | Jul 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 13,388 | 558 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 12,834 | 535 | 0.03% | 0.03% | 400 | +593 | 4.84% | Q2 2026 | Jul 13, 2026 |
| Plancorp, LLC | History | Reduced | 12,870 | 535 | 0.01% | 0.01% | 399 | -127 | -0.98% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 12,763 | 532 | 0.0% | — | 402 | +12,763 | New | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 12,772 | 532 | 0.19% | 0.18% | 401 | +764 | 6.36% | Q2 2026 | Jul 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 12,722 | 530 | 0.17% | 0.18% | 403 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | Added to | 11,931 | 497 | 0.04% | 0.04% | 405 | +49 | 0.41% | Q2 2026 | Jul 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 11,918 | 497 | 0.06% | 0.06% | 404 | +22 | 0.18% | Q2 2026 | Jul 27, 2026 |
| Navigoe, LLC | History | No change | 11,680 | 487 | 0.25% | 0.25% | 406 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlphaCore Capital LLC | History | No change | 11,601 | 484 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 11,512 | 480 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,466 | 478 | 0.0% | 0.0% | 409 | -588 | -4.88% | Q2 2026 | Aug 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 11,478 | 478 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 11,438 | 477 | 0.06% | 0.08% | 411 | -3,353 | -22.67% | Q2 2026 | Jul 29, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 11,278 | 470 | 0.33% | 0.3% | 412 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,964 | 457 | 0.01% | 0.01% | 413 | -2,862 | -20.7% | Q2 2026 | Jul 20, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 10,860 | 453 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,852 | 452 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 10,840 | 452 | 0.2% | 0.2% | 416 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 10,755 | 448 | 0.14% | 0.14% | 417 | -151 | -1.38% | Q2 2026 | Aug 07, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 10,711 | 446 | 0.11% | 0.11% | 418 | +24 | 0.22% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | Added to | 10,632 | 443 | 0.16% | 0.16% | 419 | +200 | 1.92% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 10,585 | 442 | 0.01% | 0.0% | 420 | +8,942 | 544.25% | Q2 2026 | Jul 01, 2026 |
| Stenger Family Office, LLC | History | Added to | 10,277 | 428 | 0.07% | 0.07% | 421 | +24 | 0.23% | Q2 2026 | Jul 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,224 | 426 | 0.01% | 0.01% | 422 | +2,493 | 32.25% | Q2 2026 | Jul 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,212 | 426 | 0.04% | 0.03% | 423 | +1,752 | 20.71% | Q2 2026 | Aug 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,048 | 419 | 0.05% | 0.04% | 424 | +150 | 1.52% | Q2 2026 | Jul 09, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10,018 | 418 | 0.21% | 0.21% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,959 | 415 | 0.0% | 0.0% | 426 | +705 | 7.62% | Q2 2026 | Aug 12, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 9,905 | 413 | 0.39% | 0.38% | 427 | -89 | -0.89% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,700 | 404 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 9,700 | 404 | 0.05% | 0.05% | 429 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,515 | 397 | 0.0% | 0.0% | 430 | +682 | 7.72% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 9,084 | 379 | 0.07% | 0.06% | 431 | +2,361 | 35.12% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,027 | 376 | 0.0% | 0.0% | 432 | -617 | -6.4% | Q2 2026 | Aug 12, 2026 |
| Richard Young Associates, Ltd. | History | Added to | 8,982 | 374 | 0.25% | 0.25% | 434 | +21 | 0.23% | Q2 2026 | Jul 27, 2026 |
| Zhang Financial LLC | History | Added to | 8,978 | 374 | 0.01% | 0.01% | 433 | +10 | 0.11% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,951 | 373 | 0.0% | — | 435 | +8,951 | New | Q2 2026 | Aug 14, 2026 |
| RHL GROUP, LLC | History | Added to | 8,871 | 372 | 0.31% | 0.23% | 436 | +1,666 | 23.12% | Q2 2026 | Aug 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,827 | 368 | 0.03% | 0.03% | 437 | +571 | 6.92% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,613 | 359 | 0.0% | — | 438 | +8,613 | New | Q2 2026 | Aug 11, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 8,237 | 343 | 0.12% | 0.11% | 439 | +43 | 0.52% | Q2 2026 | Aug 04, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 8,017 | 334 | 0.15% | 0.21% | 440 | -49 | -0.61% | Q2 2026 | Jul 23, 2026 |
| Squire Investment Management Company, LLC | History | No change | 7,932 | 331 | 0.08% | 0.08% | 441 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 7,804 | 325 | 0.14% | 0.13% | 442 | +18 | 0.23% | Q2 2026 | Jul 13, 2026 |
| Tufton Capital Management | History | Added to | 7,770 | 324 | 0.05% | 0.05% | 443 | +1,005 | 14.86% | Q2 2026 | Jul 27, 2026 |
| Wedmont Private Capital | History | New | 7,573 | 317 | 0.01% | — | 444 | +7,573 | New | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,558 | 315 | 0.0% | 0.0% | 445 | +693 | 10.09% | Q2 2026 | Aug 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 7,546 | 314 | 0.13% | 0.09% | 446 | +1,973 | 35.4% | Q2 2026 | Jul 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,479 | 312 | 0.01% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 8,318 | 305 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 7,291 | 304 | 0.29% | — | 449 | +7,291 | New | Q2 2026 | Sep 08, 2026 |
| Avondale Wealth Management | History | Reduced | 7,263 | 303 | 0.12% | 0.24% | 450 | -6,249 | -46.25% | Q2 2026 | Jul 13, 2026 |
| Oath Planning, LLC | History | No change | 7,117 | 296 | 0.22% | 0.23% | 451 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,068 | 294 | 0.0% | 0.0% | 452 | +13 | 0.18% | Q2 2026 | Jul 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | New | 7,033 | 293 | 0.03% | — | 453 | +7,033 | New | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | New | 6,836 | 285 | 0.0% | — | 454 | +6,836 | New | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 6,791 | 283 | 0.02% | — | 456 | +6,791 | New | Q2 2026 | Aug 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 6,788 | 283 | 0.06% | 0.06% | 455 | +98 | 1.46% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,735 | 281 | 0.0% | 0.0% | 457 | +292 | 4.53% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | New | 6,731 | 280 | 0.0% | — | 458 | +6,731 | New | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,638 | 277 | 0.0% | 0.0% | 459 | +288 | 4.54% | Q2 2026 | Aug 07, 2026 |
| Altman Advisors, Inc. | History | New | 6,628 | 276 | 0.1% | — | 460 | +6,628 | New | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | New | 6,552 | 273 | 0.0% | — | 461 | +6,552 | New | Q2 2026 | Aug 17, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 6,500 | 271 | 0.12% | 0.16% | 462 | -1,000 | -13.33% | Q2 2026 | Jul 15, 2026 |
| Thrive Wealth Management, LLC | History | No change | 6,468 | 269 | 0.03% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | Added to | 6,437 | 268 | 0.0% | 0.0% | 464 | +357 | 5.87% | Q2 2026 | Aug 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 6,400 | 267 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 7,288 | 267 | 0.15% | 0.15% | 466 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rossby Financial, LCC | History | Added to | 6,369 | 265 | 0.05% | 0.05% | 467 | +63 | 1.0% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 6,238 | 260 | 0.1% | 0.09% | 468 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 6,193 | 258 | 0.01% | 0.67% | 469 | -213 | -3.33% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | Reduced | 6,060 | 252 | 0.09% | 0.1% | 470 | -954 | -13.6% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,954 | 248 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 5,700 | 237 | 0.13% | 0.12% | 472 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ballentine Partners, LLC | History | New | 5,673 | 236 | 0.0% | — | 474 | +5,673 | New | Q2 2026 | Jul 17, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 5,676 | 236 | 0.03% | 0.03% | 473 | +3 | 0.05% | Q2 2026 | Aug 10, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 5,655 | 235 | 0.09% | 0.1% | 475 | -717 | -11.25% | Q2 2026 | Jul 27, 2026 |
| Generations Wealth, LLC | History | Added to | 5,611 | 234 | 0.22% | 0.2% | 476 | +93 | 1.69% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 5,469 | 228 | 0.04% | 0.05% | 477 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,449 | 227 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,407 | 225 | 0.02% | 0.02% | 479 | -1,336 | -19.81% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | New | 5,380 | 224 | 0.0% | — | 480 | +5,380 | New | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,315 | 221 | 0.06% | 0.06% | 481 | -207 | -3.75% | Q2 2026 | Jul 28, 2026 |
| Fisher Asset Management, LLC | History | New | 5,257 | 219 | 0.0% | — | 482 | +5,257 | New | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | New | 5,628 | 215 | 0.0% | — | 484 | +5,628 | New | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,156 | 215 | 0.01% | — | 483 | +5,156 | New | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,134 | 214 | 0.01% | 0.1% | 486 | -68,638 | -93.04% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,131 | 214 | 0.0% | 0.0% | 485 | -1,001 | -16.32% | Q2 2026 | Jul 31, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 5,125 | 213 | 0.06% | — | 487 | +5,125 | New | Q2 2026 | Jul 27, 2026 |
| Elevated Financial Group LLC | History | Reduced | 5,004 | 208 | 0.06% | 0.07% | 488 | -545 | -9.82% | Q2 2026 | Jul 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 5,628 | 206 | 0.0% | — | 489 | +5,628 | New | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | New | 4,960 | 206 | 0.02% | — | 490 | +4,960 | New | Q2 2026 | Jul 27, 2026 |
| Berger Financial Group, Inc | History | New | 4,947 | 206 | 0.01% | — | 491 | +4,947 | New | Q2 2026 | Aug 04, 2026 |
| Cloud Capital Management, LLC | History | New | 4,922 | 204 | 0.07% | — | 492 | +4,922 | New | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,882 | 203 | 0.0% | — | 493 | +4,882 | New | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | New | 4,208 | 175 | 0.02% | — | 494 | +4,208 | New | Q2 2026 | Aug 11, 2026 |
| MASECO LLP | History | Reduced | 3,882 | 162 | 0.0% | 0.0% | 495 | -245 | -5.94% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,878 | 159 | 0.05% | 0.05% | 496 | -2 | -0.05% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,898 | 143 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 3,367 | 140 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,244 | 135 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,191 | 133 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,167 | 132 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,876 | 120 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HM PAYSON & CO | History | No change | 2,600 | 108 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 2,427 | 101 | 0.07% | 0.07% | 504 | -57 | -2.29% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 2,400 | 100 | 0.04% | — | 505 | +2,400 | New | Q2 2026 | Aug 13, 2026 |
| Morse Asset Management, Inc | History | No change | 2,258 | 94 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,234 | 93 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 2,206 | 92 | 0.01% | 0.01% | 508 | -460 | -17.25% | Q2 2026 | Jul 22, 2026 |
| Robinswood Financial LLC | History | No change | 2,170 | 90 | 0.03% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,146 | 89 | 0.02% | 0.01% | 510 | +1,263 | 143.04% | Q2 2026 | Jul 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,000 | 83 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,877 | 78 | 0.04% | 0.04% | 512 | +76 | 4.22% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,758 | 73 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,744 | 72 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forum Finance Group S.A. | History | No change | 2,130 | 72 | 0.03% | 0.03% | 515 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 1,572 | 65 | 0.04% | 0.04% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investors Portfolio Services LLC | History | No change | 1,569 | 65 | 0.05% | 0.05% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,545 | 64 | 0.01% | 0.01% | 518 | -218 | -12.37% | Q2 2026 | Aug 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 1,513 | 63 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,493 | 62 | 0.01% | 0.01% | 520 | +125 | 9.14% | Q2 2026 | Aug 13, 2026 |
| Timmons Wealth Management, LLC | History | No change | 1,487 | 62 | 0.05% | 0.05% | 521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,250 | 52 | 0.0% | 0.0% | 522 | -932 | -42.71% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,187 | 49 | 0.0% | 0.0% | 524 | +764 | 180.61% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | Added to | 1,198 | 49 | 0.0% | 0.0% | 523 | +3 | 0.25% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,034 | 43 | 0.0% | — | 525 | +1,010 | 4208.33% | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | New | 990 | 41 | 0.0% | — | 526 | +990 | New | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | New | 971 | 41 | 0.0% | — | 527 | +971 | New | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Reduced | 977 | 40 | 0.01% | 0.01% | 529 | -596 | -37.89% | Q2 2026 | Jul 20, 2026 |
| Hurley Capital, LLC | History | Added to | 968 | 40 | 0.02% | 0.02% | 528 | +2 | 0.21% | Q2 2026 | Aug 10, 2026 |
| Concord Wealth Partners | History | New | 922 | 38 | 0.0% | — | 530 | +922 | New | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | New | 873 | 36 | 0.0% | — | 533 | +873 | New | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 885 | 36 | 0.0% | 0.0% | 531 | +6 | 0.68% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 880 | 36 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 736 | 30 | 0.01% | — | 534 | +736 | New | Q2 2026 | Aug 13, 2026 |
| Gleason Group, Inc. | History | New | 689 | 28 | 0.0% | — | 535 | +689 | New | Q2 2026 | Jul 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 582 | 24 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 589 | 24 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 532 | 22 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Montgomery Financial Services LLC | History | New | 526 | 21 | 0.02% | — | 541 | +526 | New | Q2 2026 | Aug 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 509 | 21 | 0.0% | — | 540 | +509 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 524 | 21 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 493 | 20 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | New | 480 | 19 | 0.0% | — | 544 | +480 | New | Q2 2026 | Aug 14, 2026 |
| Glassman Wealth Services | History | No change | 461 | 19 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 430 | 17 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 412 | 17 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 376 | 15 | 0.01% | — | 547 | +376 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 358 | 14 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 289 | 12 | 0.01% | 0.12% | 551 | -3,689 | -92.74% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 296 | 12 | 0.01% | 0.01% | 550 | -300 | -50.34% | Q2 2026 | Jul 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 292 | 12 | 0.0% | 0.0% | 549 | +1 | 0.34% | Q2 2026 | Jul 29, 2026 |
| Kings Path Partners LLC | History | No change | 280 | 11 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BFSG, LLC | History | No change | 257 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | No change | 241 | 10 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| West Financial Advisors, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 221 | 9 | 0.0% | — | 556 | +221 | New | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 184 | 7 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 106 | 4 | 0.0% | 0.0% | 559 | -304 | -74.15% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 98 | 4 | 0.0% | — | 560 | +98 | New | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 79 | 3 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 62 | 2 | 0.0% | — | 563 | +62 | New | Q2 2026 | Jul 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 53 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LAM GROUP, INC. | History | Reduced | 35 | 1 | 0.0% | 0.0% | 566 | -5 | -12.5% | Q2 2026 | Jul 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 45 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 9.66% | — | -309,770 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -115,577 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Balance Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -45,620 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 1.35% | — | -35,785 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -35,488 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,747 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GEN Financial Management, INC. | History | Closed out | 0 | 0 | — | 0.69% | — | -30,356 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -22,463 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,264 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,907 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,775 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,761 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -6,329 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,684 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,653 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,557 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,509 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Selective Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,423 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,819 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,213 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -744 | -100.0% | Q2 2026 | Jul 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -574 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -548 | -99.82% | Q2 2026 | Jul 06, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -334 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |