Dimensional ETF Trust - DFAW
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Pacific Financial | History | Added to | 934,501 | 77,367 | 9.22% | 8.22% | 1 | +69,253 | 8.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Management Nebraska | History | Added to | 853,135 | 70,631 | 6.3% | 6.01% | 2 | +48,780 | 6.06% | Q2 2026 | Jul 27, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 658,572 | 54,523 | 6.92% | 6.81% | 3 | +10,535 | 1.63% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 366,544 | 30,346 | 0.24% | 0.25% | 4 | +4,373 | 1.21% | Q2 2026 | Jul 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 341,600 | 28,281 | 3.44% | 1.86% | 5 | +211,802 | 163.18% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 253,320 | 20,982 | 4.8% | 5.0% | 6 | -27,445 | -9.78% | Q2 2026 | Jul 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 241,364 | 19,982 | 1.98% | 1.85% | 7 | +8,224 | 3.53% | Q2 2026 | Jul 10, 2026 |
| Plancorp, LLC | History | Added to | 214,260 | 17,682 | 0.43% | 0.38% | 8 | +39,145 | 22.35% | Q2 2026 | Jul 14, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 212,101 | 17,559 | 2.17% | 2.1% | 9 | +178 | 0.08% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 209,490 | 17,274 | 0.0% | 0.0% | 10 | +34,725 | 19.87% | Q2 2026 | Aug 12, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 175,702 | 14,545 | 4.04% | 4.58% | 11 | +6,872 | 4.07% | Q2 2026 | Jul 22, 2026 |
| Greenspring Advisors, LLC | History | Added to | 175,063 | 14,493 | 0.8% | 0.73% | 12 | +12,332 | 7.58% | Q2 2026 | Aug 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 163,934 | 13,572 | 0.49% | 0.47% | 13 | +4,421 | 2.77% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Added to | 159,183 | 13,164 | 0.19% | 0.17% | 14 | +15,900 | 11.1% | Q2 2026 | Jul 08, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 157,672 | 13,053 | 5.21% | 5.67% | 15 | -14,582 | -8.47% | Q2 2026 | Jul 20, 2026 |
| Triune Financial Partners, LLC | History | Added to | 147,925 | 12,246 | 2.56% | 2.53% | 16 | +3,458 | 2.39% | Q2 2026 | Aug 07, 2026 |
| MASECO LLP | History | Added to | 143,211 | 11,866 | 0.33% | 0.33% | 17 | +1,609 | 1.14% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 131,656 | 10,899 | 1.3% | 1.52% | 18 | -16,239 | -10.98% | Q2 2026 | Jul 20, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 123,069 | 10,188 | 3.16% | 3.1% | 19 | -1,181 | -0.95% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | Added to | 116,965 | 9,683 | 0.27% | 0.22% | 20 | +44,609 | 61.65% | Q2 2026 | Aug 03, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 113,097 | 9,371 | 2.52% | 2.44% | 21 | +4,854 | 4.48% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | New | 112,149 | 9,284 | 0.01% | — | 22 | +112,149 | New | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 110,004 | 9,107 | 1.92% | 1.87% | 23 | -3,538 | -3.12% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 106,185 | 8,791 | 0.0% | 0.0% | 24 | +79,710 | 301.08% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 103,945 | 8,605 | 8.65% | 5.44% | 25 | -29,951 | -22.37% | Q2 2026 | Aug 12, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 101,768 | 8,427 | 5.36% | 5.33% | 26 | +2,301 | 2.31% | Q2 2026 | Jul 31, 2026 |
| Evanson Financial, LLC | History | New | 101,769 | 8,425 | 0.41% | — | 27 | +101,769 | New | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 89,469 | 7,407 | 0.01% | 0.01% | 28 | +27,245 | 43.79% | Q2 2026 | Aug 19, 2026 |
| Evanson Asset Management, LLC | History | No change | 95,363 | 7,035 | 0.38% | 0.38% | 29 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 78,153 | 6,470 | 0.01% | 0.01% | 30 | +7,487 | 10.59% | Q2 2026 | Jul 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 77,330 | 6,402 | 0.28% | 0.31% | 31 | -1,817 | -2.3% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | Added to | 73,001 | 6,043 | 0.16% | 0.05% | 32 | +51,936 | 246.55% | Q2 2026 | Jul 07, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 66,816 | 5,531 | 1.1% | 1.1% | 33 | -1,626 | -2.38% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Added to | 66,218 | 5,482 | 0.0% | 0.0% | 34 | +6,730 | 11.31% | Q2 2026 | Aug 07, 2026 |
| Family Manage LLC | History | Added to | 62,182 | 5,148 | 0.53% | 0.47% | 35 | +9,414 | 17.84% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 61,657 | 5,104 | 0.0% | 0.0% | 36 | -727 | -1.17% | Q2 2026 | Aug 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 59,183 | 4,899 | 2.69% | 0.76% | 37 | +43,041 | 266.64% | Q2 2026 | Aug 06, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 53,732 | 4,449 | 1.75% | 1.75% | 38 | +2,275 | 4.42% | Q2 2026 | Jul 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 52,274 | 4,327 | 0.22% | 0.21% | 39 | +429 | 0.83% | Q2 2026 | Aug 04, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 51,130 | 4,233 | 0.56% | 0.55% | 40 | +1,973 | 4.01% | Q2 2026 | Aug 04, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 50,659 | 4,194 | 1.2% | 0.98% | 41 | +10,741 | 26.91% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 48,686 | 4,030 | 0.53% | 0.44% | 42 | +12,025 | 32.8% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 45,667 | 3,780 | 0.03% | 0.03% | 43 | +234 | 0.52% | Q2 2026 | Jul 27, 2026 |
| Shore Point Advisors, LLC | History | Added to | 44,121 | 3,652 | 1.25% | 1.19% | 44 | +3,342 | 8.2% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,090 | 3,650 | 0.0% | 0.0% | 45 | +519 | 1.19% | Q2 2026 | Aug 05, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 40,968 | 3,391 | 0.54% | 0.65% | 46 | +5,027 | 13.99% | Q2 2026 | Jul 27, 2026 |
| Warburton Capital Management, LLC | History | Added to | 40,371 | 3,342 | 1.36% | 1.44% | 47 | +2,147 | 5.62% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | Reduced | 39,033 | 3,231 | 0.1% | 0.11% | 48 | -3,267 | -7.72% | Q2 2026 | Jul 27, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 38,873 | 3,218 | 0.52% | 0.49% | 49 | +6,028 | 18.35% | Q2 2026 | Jul 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 36,082 | 2,987 | 0.29% | 0.26% | 50 | +4,091 | 12.79% | Q2 2026 | Aug 10, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 35,771 | 2,961 | 0.62% | 0.53% | 51 | +2,945 | 8.97% | Q2 2026 | Jul 09, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 35,717 | 2,956 | 1.55% | 1.4% | 52 | -929 | -2.54% | Q2 2026 | Jul 21, 2026 |
| MB Generational Wealth, LLC | History | Added to | 35,623 | 2,949 | 1.45% | 1.37% | 53 | +1,965 | 5.84% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | Reduced | 35,437 | 2,933 | 0.0% | 0.02% | 54 | -230,647 | -86.68% | Q2 2026 | Aug 12, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 39,079 | 2,891 | 0.99% | 0.98% | 55 | -396 | -1.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 34,479 | 2,854 | 0.14% | 0.07% | 56 | +17,284 | 100.52% | Q2 2026 | Jul 10, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 34,351 | 2,843 | 0.45% | 0.3% | 57 | +10,482 | 43.91% | Q2 2026 | Jul 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 34,108 | 2,823 | 0.23% | 0.19% | 58 | +7,572 | 28.53% | Q2 2026 | Aug 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 32,865 | 2,720 | 1.34% | 1.23% | 59 | +1,098 | 3.46% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,547 | 2,611 | 0.0% | 0.0% | 60 | -22,739 | -41.89% | Q2 2026 | Aug 14, 2026 |
| Aspen Capital Management, LLC | History | Added to | 30,649 | 2,537 | 0.56% | 0.48% | 61 | +4,599 | 17.65% | Q2 2026 | Aug 04, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 30,422 | 2,518 | 0.98% | 0.98% | 62 | +2,257 | 8.01% | Q2 2026 | Aug 10, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 29,159 | 2,414 | 1.16% | 1.16% | 63 | +376 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 28,810 | 2,366 | 0.05% | 0.04% | 64 | +4,239 | 17.25% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,996 | 2,317 | 0.02% | 0.02% | 65 | +3,963 | 16.49% | Q2 2026 | Aug 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 27,691 | 2,292 | 0.54% | 0.25% | 66 | +14,332 | 107.28% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,182 | 2,167 | 0.01% | 0.01% | 67 | +471 | 1.83% | Q2 2026 | Aug 18, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 25,505 | 2,111 | 0.16% | 0.15% | 68 | +116 | 0.46% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 25,402 | 2,103 | 0.14% | 0.18% | 69 | +1,421 | 5.93% | Q2 2026 | Aug 05, 2026 |
| Syverson Strege & Co | History | Reduced | 25,236 | 2,089 | 0.46% | 0.46% | 70 | -934 | -3.57% | Q2 2026 | Aug 06, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 24,139 | 1,998 | 0.5% | 0.5% | 71 | -730 | -2.94% | Q2 2026 | Jul 30, 2026 |
| Envision Financial Planning, LLC | History | Added to | 24,101 | 1,995 | 0.65% | 0.6% | 72 | +1,777 | 7.96% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,308 | 1,929 | 0.0% | 0.0% | 73 | +734 | 3.25% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,133 | 1,915 | 0.04% | 0.04% | 74 | +2,028 | 9.61% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 22,327 | 1,848 | 0.21% | 0.21% | 75 | +619 | 2.85% | Q2 2026 | Jul 10, 2026 |
| Pacific Asset Management, LLC | History | Added to | 20,578 | 1,703 | 0.84% | 0.81% | 76 | +990 | 5.05% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | Added to | 19,443 | 1,610 | 0.0% | 0.0% | 77 | +924 | 4.99% | Q2 2026 | Aug 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 18,419 | 1,524 | 0.36% | 0.25% | 78 | +5,827 | 46.28% | Q2 2026 | Jul 30, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 17,095 | 1,415 | 0.45% | 0.4% | 79 | +1,546 | 9.94% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,220 | 1,342 | 0.01% | 0.0% | 80 | +12,811 | 375.8% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,135 | 1,335 | 0.03% | 0.03% | 81 | +2,394 | 17.42% | Q2 2026 | Aug 03, 2026 |
| Austin Asset Management Co Inc | History | Added to | 15,000 | 1,241 | 0.17% | 0.15% | 82 | +2,594 | 20.91% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,284 | 1,183 | 0.0% | 0.0% | 83 | +2,648 | 22.76% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,497 | 1,117 | 0.01% | 0.01% | 84 | +3,716 | 37.99% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,449 | 1,113 | 0.02% | 0.02% | 85 | +1,292 | 10.63% | Q2 2026 | Jul 17, 2026 |
| Annandale Capital, LLC | History | Added to | 13,349 | 1,105 | 0.15% | 0.14% | 86 | +286 | 2.19% | Q2 2026 | Aug 13, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 13,140 | 1,087 | 0.55% | 0.59% | 87 | -804 | -5.77% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,988 | 1,075 | 0.01% | 0.01% | 88 | +2,893 | 28.66% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 14,263 | 1,052 | 0.75% | 0.83% | 89 | -2,826 | -16.54% | Q2 2026 | Sep 17, 2026 |
| Chico Wealth RIA | History | Added to | 12,663 | 1,048 | 0.55% | 0.52% | 90 | +1,166 | 10.14% | Q2 2026 | Aug 13, 2026 |
| Highland Financial Advisors, LLC | History | No change | 12,587 | 1,042 | 0.23% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 12,541 | 1,038 | 0.38% | 0.37% | 92 | +279 | 2.28% | Q2 2026 | Jul 27, 2026 |
| Nemes Rush Group LLC | History | Added to | 12,033 | 996 | 0.08% | 0.08% | 93 | +330 | 2.82% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 12,029 | 995 | 0.15% | 0.14% | 94 | +1,615 | 15.51% | Q2 2026 | Jul 30, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 11,833 | 979 | 0.51% | 0.7% | 95 | -4,027 | -25.39% | Q2 2026 | Aug 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 11,557 | 956 | 0.18% | 0.14% | 96 | +2,199 | 23.5% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,998 | 910 | 0.04% | 0.03% | 97 | +1,228 | 12.57% | Q2 2026 | Aug 13, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 10,862 | 899 | 0.52% | 0.5% | 98 | +883 | 8.85% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,451 | 782 | 0.01% | 0.01% | 99 | +1,726 | 22.34% | Q2 2026 | Aug 14, 2026 |
| RS CRUM INC. | History | Added to | 9,319 | 771 | 0.14% | 0.13% | 100 | +316 | 3.51% | Q2 2026 | Aug 10, 2026 |
| RAM Investment Partners, LLC | History | Added to | 9,023 | 747 | 0.12% | 0.11% | 101 | +333 | 3.83% | Q2 2026 | Jul 29, 2026 |
| BOS Asset Management, LLC | History | Added to | 8,688 | 719 | 0.17% | 0.15% | 102 | +830 | 10.56% | Q2 2026 | Jul 13, 2026 |
| Sensible Money, LLC | History | Added to | 8,625 | 714 | 0.19% | 0.15% | 103 | +1,959 | 29.39% | Q2 2026 | Jul 30, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 8,404 | 695 | 0.4% | 0.36% | 104 | +700 | 9.09% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | New | 8,373 | 693 | 0.07% | — | 105 | +8,373 | New | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,335 | 690 | 0.02% | 0.02% | 106 | -106 | -1.26% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,293 | 686 | 0.02% | 0.02% | 107 | +54 | 0.66% | Q2 2026 | Jul 31, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 8,267 | 684 | 0.11% | 0.07% | 108 | +3,489 | 73.02% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,228 | 681 | 0.0% | 0.0% | 109 | -274 | -3.22% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,093 | 670 | 0.01% | 0.01% | 110 | +1,013 | 14.31% | Q2 2026 | Jul 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 7,964 | 659 | 0.26% | 0.2% | 111 | +1,902 | 31.38% | Q2 2026 | Jul 21, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 7,980 | 658 | 0.12% | 0.13% | 112 | -312 | -3.76% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | Added to | 7,740 | 640 | 0.01% | 0.01% | 113 | +927 | 13.61% | Q2 2026 | Aug 11, 2026 |
| marrick wealth, LLC | History | Added to | 7,674 | 635 | 0.45% | 0.47% | 114 | +49 | 0.64% | Q2 2026 | Jul 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 7,664 | 634 | 0.44% | 0.42% | 115 | +48 | 0.63% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 7,606 | 629 | 0.01% | 0.0% | 116 | +2,350 | 44.71% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 7,377 | 610 | 0.0% | 0.0% | 117 | +1,097 | 17.47% | Q2 2026 | Aug 27, 2026 |
| CWM, LLC | History | No change | 8,026 | 592 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verum Partners LLC | History | No change | 7,112 | 588 | 0.09% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | Reduced | 7,099 | 587 | 0.0% | 0.0% | 120 | -803 | -10.16% | Q2 2026 | Aug 10, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 6,944 | 574 | 0.15% | 0.09% | 121 | +2,812 | 68.05% | Q2 2026 | Aug 13, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 6,768 | 560 | 0.15% | 0.14% | 122 | +430 | 6.78% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,547 | 542 | 0.02% | 0.02% | 123 | +124 | 1.93% | Q2 2026 | Jul 29, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 6,521 | 539 | 0.52% | — | 124 | +6,521 | New | Q2 2026 | Sep 08, 2026 |
| TFC Financial Management, Inc. | History | Added to | 6,355 | 526 | 0.06% | 0.06% | 125 | +216 | 3.52% | Q2 2026 | Jul 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,195 | 512 | 0.15% | 0.07% | 126 | +3,403 | 121.88% | Q2 2026 | Jul 29, 2026 |
| Falcon Wealth Planning | History | Reduced | 6,075 | 502 | 0.03% | 0.05% | 127 | -3,630 | -37.4% | Q2 2026 | Jul 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 5,991 | 495 | 0.36% | 0.35% | 128 | +67 | 1.13% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,809 | 480 | 0.06% | 0.06% | 129 | +969 | 20.02% | Q2 2026 | Jul 14, 2026 |
| Asset Dedication, LLC | History | Added to | 5,668 | 469 | 0.03% | 0.03% | 130 | +153 | 2.77% | Q2 2026 | Jul 30, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 5,492 | 454 | 1.28% | 1.26% | 131 | +25 | 0.46% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | Reduced | 5,402 | 447 | 0.0% | 0.0% | 132 | -563 | -9.44% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 5,374 | 444 | 0.0% | 0.0% | 133 | -101 | -1.84% | Q2 2026 | Aug 11, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 5,180 | 428 | 0.16% | 0.16% | 134 | +296 | 6.06% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | Added to | 5,158 | 427 | 0.03% | 0.03% | 135 | +107 | 2.12% | Q2 2026 | Jul 14, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 5,144 | 425 | 0.22% | 0.2% | 136 | +397 | 8.36% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,048 | 417 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,801 | 397 | 0.02% | 0.02% | 139 | +208 | 4.53% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,797 | 397 | 0.0% | 0.0% | 138 | -199 | -3.98% | Q2 2026 | Aug 12, 2026 |
| Elser Financial Planning, Inc | History | Added to | 4,725 | 391 | 0.02% | 0.02% | 140 | +103 | 2.23% | Q2 2026 | Jul 14, 2026 |
| Woodward Financial Advisors, Inc. | History | New | 4,674 | 386 | 0.13% | — | 141 | +4,674 | New | Q2 2026 | Aug 14, 2026 |
| Cloud Capital Management, LLC | History | Added to | 4,650 | 384 | 0.14% | 0.14% | 142 | +359 | 8.37% | Q2 2026 | Aug 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 4,561 | 377 | 0.06% | 0.06% | 143 | +24 | 0.53% | Q2 2026 | Aug 10, 2026 |
| Catawba River Capital | History | Added to | 4,535 | 375 | 0.17% | 0.13% | 144 | +825 | 22.24% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 4,420 | 365 | 0.0% | 0.0% | 145 | +1,635 | 58.71% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,399 | 364 | 0.0% | 0.0% | 146 | -530 | -10.75% | Q2 2026 | Aug 17, 2026 |
| Wealthspire Advisors, LLC | History | New | 4,328 | 358 | 0.0% | — | 147 | +4,328 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,219 | 349 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,175 | 345 | 0.07% | 0.08% | 149 | +1 | 0.02% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,124 | 341 | 0.0% | — | 150 | +4,124 | New | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,118 | 340 | 0.0% | 0.0% | 151 | +322 | 8.48% | Q2 2026 | Jul 14, 2026 |
| Fonville Wealth Management LLC | History | Added to | 4,065 | 336 | 0.05% | 0.06% | 152 | +24 | 0.59% | Q2 2026 | Jul 28, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 3,966 | 328 | 0.13% | 0.13% | 153 | +1 | 0.03% | Q2 2026 | Jul 31, 2026 |
| Apollon Financial, LLC | History | New | 3,938 | 326 | 0.04% | — | 154 | +3,938 | New | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,833 | 317 | 0.01% | — | 155 | +3,833 | New | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 3,822 | 316 | 0.0% | — | 156 | +3,822 | New | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,788 | 314 | 0.01% | 0.01% | 157 | +88 | 2.38% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,703 | 305 | 0.06% | 0.05% | 158 | +832 | 28.98% | Q2 2026 | Aug 12, 2026 |
| Approach Retirement Advisors, LLC | History | New | 3,640 | 301 | 0.22% | — | 159 | +3,640 | New | Q2 2026 | Jul 15, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 3,569 | 295 | 0.26% | 0.26% | 160 | +11 | 0.31% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,562 | 294 | 0.01% | — | 162 | +3,562 | New | Q2 2026 | Aug 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 3,562 | 294 | 0.1% | 0.11% | 161 | +141 | 4.12% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,495 | 291 | 0.0% | — | 163 | +3,495 | New | Q2 2026 | Jul 15, 2026 |
| LAM GROUP, INC. | History | Added to | 3,499 | 289 | 0.14% | 0.14% | 164 | +2 | 0.06% | Q2 2026 | Jul 10, 2026 |
| Forum Financial Management, LP | History | Added to | 3,328 | 275 | 0.0% | 0.0% | 165 | +249 | 8.09% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,116 | 257 | 0.0% | — | 166 | +3,116 | New | Q2 2026 | Jul 28, 2026 |
| Inspire Advisors, LLC | History | Reduced | 3,062 | 253 | 0.02% | 0.02% | 167 | -549 | -15.2% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 2,966 | 245 | 0.1% | 0.09% | 168 | +267 | 9.89% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,961 | 245 | 0.01% | 0.01% | 169 | -229 | -7.18% | Q2 2026 | Aug 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,956 | 244 | 0.0% | 0.0% | 170 | +7 | 0.24% | Q2 2026 | Aug 13, 2026 |
| Aurelius Family Office LLC | History | Added to | 2,907 | 240 | 0.09% | 0.09% | 171 | +142 | 5.14% | Q2 2026 | Jul 13, 2026 |
| CX Institutional | History | New | 2,870 | 238 | 0.01% | — | 172 | +2,870 | New | Q2 2026 | Jul 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,865 | 237 | 0.02% | 0.01% | 173 | +233 | 8.85% | Q2 2026 | Aug 03, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 2,838 | 235 | 0.12% | 0.13% | 174 | -74 | -2.54% | Q2 2026 | Jul 20, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 2,782 | 230 | 0.17% | 0.19% | 175 | -190 | -6.39% | Q2 2026 | Aug 06, 2026 |
| Investmark Advisory Group LLC | History | Added to | 2,727 | 225 | 0.09% | 0.09% | 176 | +11 | 0.41% | Q2 2026 | Aug 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 2,684 | 222 | 0.02% | — | 177 | +2,684 | New | Q2 2026 | Jul 07, 2026 |
| Safeguard Investment Advisory Group, LLC | History | New | 2,625 | 217 | 0.05% | — | 178 | +2,625 | New | Q2 2026 | Aug 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | New | 2,496 | 206 | 0.06% | — | 179 | +2,496 | New | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,351 | 194 | 0.0% | 0.0% | 180 | +290 | 14.07% | Q2 2026 | Aug 14, 2026 |
| Frankly Finances, LLC | History | Added to | 2,325 | 192 | 0.15% | 0.15% | 181 | +25 | 1.09% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,129 | 176 | 0.0% | 0.0% | 182 | -3,897 | -64.67% | Q2 2026 | Aug 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 2,005 | 165 | 0.12% | 0.07% | 183 | +755 | 60.4% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 1,910 | 158 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Markowski Investments | History | New | 1,738 | 143 | 0.03% | — | 185 | +1,738 | New | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,770 | 130 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 1,287 | 106 | 0.05% | 0.05% | 187 | +78 | 6.45% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,271 | 105 | 0.03% | 0.03% | 188 | +4 | 0.32% | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,264 | 104 | 0.01% | 0.01% | 189 | +54 | 4.46% | Q2 2026 | Jul 22, 2026 |
| Crews Bank & Trust | History | No change | 1,265 | 104 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investors Portfolio Services LLC | History | Added to | 1,212 | 100 | 0.08% | 0.08% | 191 | +6 | 0.5% | Q2 2026 | Aug 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,228 | 90 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 929 | 76 | 0.04% | — | 193 | +926 | 30866.67% | Q2 2026 | Jul 29, 2026 |
| Burk Holdings LLC | History | Reduced | 805 | 66 | 0.02% | 0.03% | 194 | -17 | -2.07% | Q2 2026 | Aug 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 669 | 55 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 573 | 47 | 0.01% | 0.02% | 197 | -300 | -34.36% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 581 | 47 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 492 | 40 | 0.0% | 0.0% | 198 | +3 | 0.61% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 440 | 36 | 0.01% | 0.01% | 199 | -91 | -17.14% | Q2 2026 | Jul 07, 2026 |
| Concord Wealth Partners | History | New | 348 | 28 | 0.0% | — | 200 | +348 | New | Q2 2026 | Jul 27, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 316 | 26 | 0.01% | 0.0% | 201 | +87 | 37.99% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 171 | 14 | 0.0% | 0.0% | 202 | +26 | 17.93% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 157 | 13 | 0.0% | 0.0% | 203 | +27 | 20.77% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 147 | 12 | 0.0% | — | 204 | +147 | New | Q2 2026 | Jul 17, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 133 | 11 | 0.01% | 0.01% | 206 | -6 | -4.32% | Q2 2026 | Jul 09, 2026 |
| Quent Capital, LLC | History | No change | 134 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | New | 123 | 10 | 0.0% | — | 209 | +123 | New | Q2 2026 | Jul 30, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 122 | 10 | 0.01% | 0.01% | 208 | -79 | -39.3% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | Added to | 132 | 10 | 0.0% | 0.0% | 207 | +2 | 1.54% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 111 | 9 | 0.0% | — | 210 | +111 | New | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 71 | 5 | 0.0% | 0.0% | 212 | +1 | 1.43% | Q2 2026 | Jul 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 60 | 4 | 0.0% | — | 213 | +60 | New | Q2 2026 | Sep 15, 2026 |
| Longview Financial Advisors LLC | History | Added to | 41 | 3 | 0.0% | 0.0% | 214 | +2 | 5.13% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | New | 15 | 1 | 0.0% | — | 215 | +15 | New | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 12 | 1 | 0.0% | — | 216 | +12 | New | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,068 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 1.1% | — | -20,606 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,106 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -16,081 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,560 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,265 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -666 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Kozak & Associates, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cordant, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |