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 | 865,248 | 63,838 | 8.22% | 7.88% | 1 | +49,441 | 6.06% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Nebraska | History | Added to | 804,355 | 59,345 | 6.01% | 5.71% | 2 | +129,151 | 19.13% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 648,037 | 47,812 | 6.81% | 6.79% | 3 | +7,686 | 1.2% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 362,171 | 26,909 | 0.25% | 0.28% | 4 | +13,857 | 3.98% | Q1 2026 | Apr 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 280,765 | 20,716 | 5.0% | 5.04% | 5 | -1,790 | -0.63% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 266,084 | 19,631 | 0.02% | 0.0% | 6 | +233,413 | 714.43% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 233,140 | 17,201 | 1.85% | 1.89% | 7 | -1,694 | -0.72% | Q1 2026 | Apr 08, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 211,923 | 15,635 | 2.1% | 2.03% | 8 | +6,212 | 3.02% | Q1 2026 | Apr 07, 2026 |
| Plancorp, LLC | History | Added to | 175,115 | 13,494 | 0.38% | 0.3% | 9 | +42,873 | 32.42% | Q1 2026 | Apr 14, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 172,254 | 12,708 | 5.67% | 5.68% | 10 | +10,128 | 6.25% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 174,765 | 12,521 | 0.0% | 0.0% | 11 | +39,368 | 29.08% | Q1 2026 | May 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 168,830 | 12,456 | 4.58% | 4.55% | 12 | +10,090 | 6.36% | Q1 2026 | Apr 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 162,731 | 12,006 | 0.73% | 0.67% | 13 | +15,542 | 10.56% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 159,513 | 11,768 | 0.47% | 0.49% | 14 | -6,060 | -3.66% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 143,283 | 11,441 | 0.17% | 0.19% | 15 | +15,775 | 12.37% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 147,895 | 10,911 | 1.52% | 1.56% | 16 | -3,503 | -2.31% | Q1 2026 | Apr 24, 2026 |
| Triune Financial Partners, LLC | History | Added to | 144,467 | 10,658 | 2.53% | 2.56% | 17 | +1,330 | 0.93% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Added to | 141,602 | 10,433 | 0.33% | 0.44% | 18 | +5,251 | 3.85% | Q1 2026 | Apr 21, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 133,896 | 9,878 | 5.44% | 5.52% | 19 | -1,446 | -1.07% | Q1 2026 | Apr 22, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 129,798 | 9,576 | 1.86% | 2.45% | 20 | -33,751 | -20.64% | Q1 2026 | May 12, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 124,250 | 9,167 | 3.1% | 2.89% | 21 | +6,167 | 5.22% | Q1 2026 | Apr 24, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 108,243 | 8,617 | 2.44% | 2.09% | 22 | +22,151 | 25.73% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | Added to | 113,542 | 8,377 | 1.87% | 1.93% | 23 | +1,115 | 0.99% | Q1 2026 | May 13, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 99,467 | 7,339 | 5.33% | 5.23% | 24 | +5,423 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 95,363 | 7,035 | 0.38% | 0.34% | 25 | +10,644 | 12.56% | Q1 2026 | Apr 08, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 79,147 | 5,839 | 0.31% | 0.3% | 26 | +5,628 | 7.66% | Q1 2026 | Apr 27, 2026 |
| BIP Wealth, LLC | History | Added to | 72,356 | 5,338 | 0.22% | 0.09% | 27 | +38,254 | 112.18% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 70,666 | 5,213 | 0.01% | 0.01% | 28 | +3,754 | 5.61% | Q1 2026 | Apr 27, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 68,442 | 5,049 | 1.1% | 1.08% | 29 | +959 | 1.42% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 62,384 | 4,602 | 0.0% | 0.0% | 30 | +6,469 | 11.57% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 62,224 | 4,590 | 0.01% | 0.0% | 31 | +45,731 | 277.28% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 59,488 | 4,389 | 0.0% | 0.0% | 32 | +6,505 | 12.28% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 54,286 | 4,005 | 0.0% | 0.0% | 33 | +37,557 | 224.5% | Q1 2026 | May 12, 2026 |
| Family Manage LLC | History | New | 52,768 | 3,893 | 0.47% | — | 34 | +52,768 | New | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 51,845 | 3,825 | 0.21% | 0.17% | 35 | +11,399 | 28.18% | Q1 2026 | Apr 28, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 51,457 | 3,796 | 1.75% | 1.77% | 36 | +4,262 | 9.03% | Q1 2026 | Apr 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 49,157 | 3,626 | 0.55% | 0.49% | 37 | +6,370 | 14.89% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 45,433 | 3,352 | 0.03% | 0.03% | 38 | -1 | -0.0% | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 42,300 | 3,338 | 0.11% | 0.11% | 39 | -700 | -1.63% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,571 | 3,214 | 0.0% | 0.0% | 40 | +11,038 | 33.93% | Q1 2026 | May 05, 2026 |
| Shore Point Advisors, LLC | History | Added to | 40,779 | 3,008 | 1.19% | 0.5% | 41 | +24,763 | 154.61% | Q1 2026 | Apr 08, 2026 |
| Warburton Capital Management, LLC | History | Added to | 38,224 | 2,948 | 1.44% | 1.51% | 42 | +1,980 | 5.46% | Q1 2026 | May 01, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 39,918 | 2,945 | 0.98% | 1.01% | 43 | +3,684 | 10.17% | Q1 2026 | May 13, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 39,475 | 2,920 | 0.98% | 0.99% | 44 | -317 | -0.8% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 36,661 | 2,704 | 0.44% | 0.24% | 45 | +12,538 | 51.98% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 36,646 | 2,703 | 1.4% | 0.98% | 46 | +11,444 | 45.41% | Q1 2026 | Apr 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 35,941 | 2,651 | 0.65% | 0.54% | 47 | +11,040 | 44.34% | Q1 2026 | Apr 13, 2026 |
| MB Generational Wealth, LLC | History | Added to | 33,658 | 2,483 | 1.37% | 1.16% | 48 | +4,147 | 14.05% | Q1 2026 | May 04, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 32,845 | 2,423 | 0.49% | 0.43% | 49 | +1,107 | 3.49% | Q1 2026 | Apr 08, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 32,826 | 2,421 | 0.53% | 0.6% | 50 | -3,338 | -9.23% | Q1 2026 | Apr 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 31,991 | 2,391 | 0.26% | 0.35% | 51 | +133 | 0.42% | Q1 2026 | Apr 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 31,767 | 2,343 | 1.23% | 1.25% | 52 | -203 | -0.63% | Q1 2026 | May 07, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 28,783 | 2,123 | 1.16% | 1.14% | 53 | +1,448 | 5.3% | Q1 2026 | May 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 28,165 | 2,078 | 0.98% | 1.04% | 54 | +1,292 | 4.81% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | New | 61,068 | 2,074 | 0.01% | — | 55 | +61,068 | New | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 26,536 | 1,957 | 0.19% | 0.17% | 56 | +2,564 | 10.7% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 24,571 | 1,954 | 0.04% | 0.04% | 57 | +4,924 | 25.06% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,475 | 1,953 | 0.0% | 0.0% | 58 | +3,076 | 13.15% | Q1 2026 | May 14, 2026 |
| Syverson Strege & Co | History | Reduced | 26,170 | 1,930 | 0.46% | 0.51% | 59 | -2,964 | -10.17% | Q1 2026 | May 04, 2026 |
| Aspen Capital Management, LLC | History | Added to | 26,050 | 1,921 | 0.48% | 0.43% | 60 | +2,773 | 11.91% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,711 | 1,896 | 0.01% | 0.01% | 61 | +1,464 | 6.04% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 25,389 | 1,873 | 0.15% | 0.11% | 62 | +6,813 | 36.68% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 24,869 | 1,834 | 0.5% | 0.42% | 63 | +5,143 | 26.07% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 24,033 | 1,773 | 0.02% | 0.02% | 64 | +8,206 | 51.85% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 23,981 | 1,769 | 0.18% | 0.18% | 65 | +2,208 | 10.14% | Q1 2026 | Apr 30, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 23,869 | 1,761 | 0.3% | 0.29% | 66 | +862 | 3.75% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,574 | 1,665 | 0.0% | 0.0% | 67 | +3,921 | 21.02% | Q1 2026 | May 13, 2026 |
| Envision Financial Planning, LLC | History | Added to | 22,324 | 1,647 | 0.6% | 0.3% | 68 | +11,742 | 110.96% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 21,708 | 1,601 | 0.21% | 0.24% | 69 | -1,425 | -6.16% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,105 | 1,557 | 0.04% | 0.03% | 70 | +6,805 | 47.59% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 21,065 | 1,554 | 0.05% | 0.04% | 71 | +5,345 | 34.0% | Q1 2026 | Apr 13, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 20,606 | 1,520 | 1.1% | 1.22% | 72 | -1,124 | -5.17% | Q1 2026 | Apr 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 19,588 | 1,445 | 0.81% | 0.78% | 73 | +1,955 | 11.09% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 18,519 | 1,366 | 0.0% | 0.0% | 74 | +695 | 3.9% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 17,195 | 1,268 | 0.07% | 0.04% | 75 | +7,475 | 76.9% | Q1 2026 | Apr 20, 2026 |
| Lakewood Asset Management LLC | History | New | 16,142 | 1,190 | 0.76% | — | 76 | +16,142 | New | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Added to | 16,106 | 1,188 | 0.01% | 0.01% | 77 | +3,046 | 23.32% | Q1 2026 | Apr 20, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 15,860 | 1,170 | 0.7% | 0.68% | 78 | +1,337 | 9.21% | Q1 2026 | Apr 27, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 15,549 | 1,147 | 0.4% | 0.4% | 79 | +1,684 | 12.15% | Q1 2026 | Apr 24, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 13,944 | 1,028 | 0.59% | 0.67% | 80 | -556 | -3.83% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,741 | 1,013 | 0.03% | 0.03% | 81 | +2,553 | 22.82% | Q1 2026 | May 11, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 13,359 | 985 | 0.25% | 0.25% | 82 | +644 | 5.06% | Q1 2026 | May 01, 2026 |
| Annandale Capital, LLC | History | Added to | 13,063 | 964 | 0.14% | 0.1% | 83 | +2,113 | 19.3% | Q1 2026 | May 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 12,592 | 929 | 0.25% | 0.19% | 84 | +2,923 | 30.23% | Q1 2026 | Apr 27, 2026 |
| Highland Financial Advisors, LLC | History | No change | 12,587 | 928 | 0.25% | 0.26% | 85 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Austin Asset Management Co Inc | History | Added to | 12,406 | 915 | 0.15% | 0.11% | 86 | +3,032 | 32.34% | Q1 2026 | Apr 29, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 12,262 | 904 | 0.37% | 0.33% | 87 | +973 | 8.62% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 12,157 | 896 | 0.02% | 0.03% | 88 | -2,923 | -19.38% | Q1 2026 | Apr 29, 2026 |
| Nemes Rush Group LLC | History | Reduced | 11,703 | 863 | 0.08% | 0.09% | 89 | -574 | -4.68% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,636 | 859 | 0.0% | 0.0% | 90 | +4,220 | 56.9% | Q1 2026 | Apr 30, 2026 |
| Chico Wealth RIA | History | Added to | 11,497 | 848 | 0.52% | 0.21% | 91 | +7,194 | 167.19% | Q1 2026 | May 08, 2026 |
| Waterfront Wealth Inc. | History | Added to | 10,414 | 768 | 0.14% | 0.15% | 92 | +301 | 2.98% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,095 | 744 | 0.01% | 0.01% | 93 | +1,237 | 13.96% | Q1 2026 | May 08, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 9,979 | 736 | 0.5% | 0.51% | 94 | +226 | 2.32% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,781 | 721 | 0.01% | 0.0% | 95 | +4,396 | 81.63% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,770 | 720 | 0.03% | 0.03% | 96 | +316 | 3.34% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Reduced | 9,705 | 716 | 0.05% | 0.07% | 97 | -1,615 | -14.27% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 9,358 | 690 | 0.14% | 0.13% | 98 | +1,206 | 14.79% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Added to | 9,003 | 664 | 0.13% | 0.11% | 99 | +1,522 | 20.34% | Q1 2026 | Apr 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 8,690 | 641 | 0.11% | 0.1% | 100 | +1,066 | 13.98% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,502 | 627 | 0.0% | 0.0% | 101 | +3,169 | 59.42% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,441 | 622 | 0.02% | 0.02% | 102 | -56 | -0.66% | Q1 2026 | May 15, 2026 |
| Wolfstich Capital, LLC | History | New | 16,081 | 617 | 0.54% | — | 103 | +16,081 | New | Q1 2026 | Apr 21, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 8,292 | 611 | 0.13% | 0.12% | 104 | +1,102 | 15.33% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,239 | 607 | 0.02% | 0.02% | 105 | +126 | 1.55% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 8,026 | 592 | 0.0% | 0.0% | 106 | -2,370 | -22.8% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 7,902 | 582 | 0.0% | 0.0% | 107 | -1,732 | -17.98% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | Added to | 7,858 | 579 | 0.15% | 0.15% | 108 | +173 | 2.25% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,725 | 569 | 0.01% | 0.01% | 109 | +2,332 | 43.24% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 7,704 | 568 | 0.36% | 0.31% | 110 | +1,600 | 26.21% | Q1 2026 | May 11, 2026 |
| marrick wealth, LLC | History | Added to | 7,625 | 562 | 0.47% | 0.44% | 111 | +333 | 4.57% | Q1 2026 | Apr 15, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 7,616 | 561 | 0.42% | 0.47% | 112 | +19 | 0.25% | Q1 2026 | Apr 13, 2026 |
| Verum Partners LLC | History | No change | 7,112 | 524 | 0.1% | 0.11% | 113 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,080 | 522 | 0.01% | 0.01% | 114 | +546 | 8.36% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Added to | 6,666 | 491 | 0.15% | 0.07% | 115 | +3,867 | 138.16% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,423 | 473 | 0.02% | 0.02% | 116 | +162 | 2.59% | Q1 2026 | Apr 24, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 6,338 | 467 | 0.14% | 0.24% | 117 | -4,204 | -39.88% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,280 | 463 | 0.0% | 0.0% | 118 | +1,005 | 19.05% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 6,139 | 452 | 0.06% | 0.04% | 119 | +2,212 | 56.33% | Q1 2026 | Apr 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,062 | 447 | 0.2% | 0.18% | 120 | +705 | 13.16% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,026 | 443 | 0.0% | 0.0% | 121 | +607 | 11.2% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 5,965 | 440 | 0.0% | 0.0% | 122 | +564 | 10.44% | Q1 2026 | May 12, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 5,924 | 437 | 0.35% | 0.37% | 123 | -15 | -0.25% | Q1 2026 | May 05, 2026 |
| SB Capital Management Inc | History | No change | 5,808 | 429 | 0.16% | 0.16% | 124 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Asset Dedication, LLC | History | Added to | 5,515 | 406 | 0.03% | 0.01% | 125 | +3,865 | 234.24% | Q1 2026 | May 29, 2026 |
| Allworth Financial LP | History | Added to | 5,475 | 403 | 0.0% | 0.0% | 126 | +5,225 | 2090.0% | Q1 2026 | May 14, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 5,467 | 403 | 1.26% | 1.22% | 127 | +12 | 0.22% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 5,256 | 387 | 0.0% | 0.0% | 128 | +13 | 0.25% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 5,051 | 372 | 0.03% | 0.01% | 130 | +2,589 | 105.16% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,048 | 372 | 0.02% | 0.01% | 129 | +890 | 21.4% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,996 | 368 | 0.0% | 0.01% | 131 | +106 | 2.17% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,929 | 364 | 0.0% | 0.0% | 132 | -1,337 | -21.34% | Q1 2026 | May 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 4,884 | 360 | 0.16% | 0.23% | 133 | -1,825 | -27.2% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 4,840 | 359 | 0.06% | 0.06% | 134 | +399 | 8.98% | Q1 2026 | Apr 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 4,778 | 352 | 0.07% | 0.06% | 135 | +597 | 14.28% | Q1 2026 | Apr 24, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 4,747 | 350 | 0.2% | 0.22% | 136 | -138 | -2.82% | Q1 2026 | May 07, 2026 |
| Elser Financial Planning, Inc | History | New | 4,622 | 340 | 0.02% | — | 137 | +4,622 | New | Q1 2026 | Apr 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,593 | 338 | 0.02% | 0.02% | 138 | +305 | 7.11% | Q1 2026 | May 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 4,537 | 334 | 0.06% | 0.06% | 139 | +38 | 0.84% | Q1 2026 | May 12, 2026 |
| Cloud Capital Management, LLC | History | New | 4,291 | 316 | 0.14% | — | 140 | +4,291 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,219 | 311 | 0.0% | — | 141 | +4,219 | New | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,174 | 307 | 0.08% | 0.08% | 142 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 4,132 | 304 | 0.09% | 0.14% | 143 | -2,274 | -35.5% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | No change | 4,041 | 298 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 3,965 | 292 | 0.13% | 0.13% | 145 | +112 | 2.91% | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,796 | 280 | 0.0% | 0.0% | 146 | +785 | 26.07% | Q1 2026 | May 04, 2026 |
| Catawba River Capital | History | Added to | 3,710 | 275 | 0.13% | 0.12% | 147 | +181 | 5.13% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,700 | 273 | 0.01% | 0.01% | 148 | +170 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | New | 3,611 | 266 | 0.02% | — | 149 | +3,611 | New | Q1 2026 | May 15, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 3,558 | 262 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LAM GROUP, INC. | History | Added to | 3,497 | 257 | 0.14% | 0.15% | 151 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 3,421 | 252 | 0.11% | 0.12% | 152 | +8 | 0.23% | Q1 2026 | May 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,409 | 251 | 0.0% | 0.01% | 153 | -10,378 | -75.27% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,190 | 235 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | New | 3,079 | 227 | 0.0% | — | 155 | +3,079 | New | Q1 2026 | Apr 23, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 2,972 | 219 | 0.19% | 0.18% | 156 | +175 | 6.26% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,949 | 217 | 0.0% | 0.0% | 157 | -596 | -16.81% | Q1 2026 | May 11, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 2,912 | 214 | 0.13% | 0.12% | 158 | +188 | 6.9% | Q1 2026 | Apr 15, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,871 | 211 | 0.05% | 0.05% | 159 | -126 | -4.2% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,785 | 205 | 0.0% | — | 160 | +2,785 | New | Q1 2026 | May 15, 2026 |
| Tradewinds, LLC. | History | New | 2,560 | 205 | 0.07% | — | 161 | +2,560 | New | Q1 2026 | May 04, 2026 |
| Aurelius Family Office LLC | History | Reduced | 2,765 | 204 | 0.09% | 0.09% | 162 | -145 | -4.98% | Q1 2026 | Apr 08, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 2,792 | 200 | 0.07% | — | 163 | +2,792 | New | Q1 2026 | Apr 27, 2026 |
| Investmark Advisory Group LLC | History | New | 2,716 | 200 | 0.09% | — | 164 | +2,716 | New | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 2,699 | 199 | 0.09% | 0.09% | 165 | +46 | 1.73% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,632 | 194 | 0.01% | 0.02% | 166 | -1,603 | -37.85% | Q1 2026 | Apr 16, 2026 |
| Frankly Finances, LLC | History | Added to | 2,300 | 169 | 0.15% | 0.16% | 167 | +33 | 1.46% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,061 | 152 | 0.0% | 0.0% | 168 | +63 | 3.15% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 1,910 | 140 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,770 | 130 | 0.01% | 0.01% | 170 | +898 | 102.98% | Q1 2026 | May 19, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 1,265 | 93 | 0.03% | 0.04% | 172 | -64 | -4.82% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,267 | 93 | 0.03% | 0.03% | 171 | +39 | 3.18% | Q1 2026 | Apr 23, 2026 |
| Crews Bank & Trust | History | No change | 1,265 | 93 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 1,250 | 92 | 0.07% | 0.01% | 174 | +1,108 | 780.28% | Q1 2026 | May 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 1,228 | 90 | 0.05% | 0.05% | 175 | +63 | 5.41% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 1,209 | 89 | 0.05% | 0.04% | 177 | +258 | 27.13% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,210 | 89 | 0.01% | 0.01% | 176 | +56 | 4.85% | Q1 2026 | Apr 23, 2026 |
| Investors Portfolio Services LLC | History | Added to | 1,206 | 88 | 0.08% | 0.08% | 178 | +3 | 0.25% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 873 | 64 | 0.02% | — | 179 | +873 | New | Q1 2026 | Apr 29, 2026 |
| Burk Holdings LLC | History | New | 822 | 60 | 0.03% | — | 180 | +822 | New | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 666 | 49 | 0.0% | 0.0% | 181 | -29 | -4.17% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 669 | 49 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 581 | 43 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 531 | 39 | 0.01% | 0.0% | 184 | +451 | 563.75% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 489 | 36 | 0.0% | 0.0% | 185 | +1 | 0.2% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | New | 229 | 16 | 0.0% | — | 186 | +229 | New | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 200 | 14 | 0.0% | — | 188 | +200 | New | Q1 2026 | May 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 201 | 14 | 0.01% | 0.01% | 187 | +80 | 66.12% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 149 | 11 | 0.0% | — | 189 | +149 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 145 | 10 | 0.0% | — | 191 | +145 | New | Q1 2026 | May 05, 2026 |
| Ares Financial Consulting, LLC | History | New | 139 | 10 | 0.01% | — | 192 | +139 | New | Q1 2026 | Apr 02, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 146 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | New | 130 | 9 | 0.0% | — | 195 | +130 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 130 | 9 | 0.0% | 0.0% | 193 | +17 | 15.04% | Q1 2026 | Apr 17, 2026 |
| Quent Capital, LLC | History | No change | 134 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 70 | 5 | 0.0% | 0.01% | 196 | -329 | -82.46% | Q1 2026 | Apr 17, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 75 | 5 | 0.0% | — | 197 | +75 | New | Q1 2026 | Apr 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | New | 37 | 2 | 0.0% | — | 199 | +37 | New | Q1 2026 | May 08, 2026 |
| Longview Financial Advisors LLC | History | Added to | 39 | 2 | 0.0% | 0.0% | 198 | +1 | 2.63% | Q1 2026 | Apr 20, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 3.72% | — | -178,956 | -100.0% | Q1 2026 | May 13, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.3% | — | -11,275 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Foundry Financial LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -6,359 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,413 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 0.24% | — | -3,126 | -100.0% | Q1 2026 | May 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,015 | -100.0% | Q1 2026 | May 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,734 | -100.0% | Q1 2026 | May 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,342 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -609 | -100.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cordant, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |