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 | 963,004 | 79,264 | 8.11% | 9.22% | 1 | +28,503 | 3.05% | Q3 2026 | Oct 14, 2026 |
| Wealth Management Nebraska | History | Added to | 891,216 | 73,356 | 6.43% | 6.3% | 2 | +38,081 | 4.46% | Q3 2026 | Oct 26, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 668,917 | 55,058 | 6.91% | 6.92% | 3 | +10,345 | 1.57% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 390,407 | 32,134 | 0.23% | 0.24% | 4 | +23,863 | 6.51% | Q3 2026 | Oct 08, 2026 |
| Sivia Capital Partners, LLC | History | No change | 341,600 | 28,281 | 3.44% | 3.44% | 5 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 253,320 | 20,982 | 4.8% | 4.8% | 6 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Plancorp, LLC | History | Added to | 240,009 | 19,908 | 0.45% | 0.43% | 7 | +25,749 | 12.02% | Q3 2026 | Nov 02, 2026 |
| McMill Wealth Management | History | New | 233,530 | 19,221 | 4.37% | — | 8 | +233,530 | New | Q3 2026 | Nov 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 226,256 | 18,623 | 1.85% | 1.98% | 9 | -15,108 | -6.26% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 209,490 | 17,274 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 196,994 | 16,214 | 1.95% | 2.17% | 11 | -15,107 | -7.12% | Q3 2026 | Oct 30, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 187,062 | 15,397 | 4.34% | 4.04% | 12 | +11,360 | 6.47% | Q3 2026 | Oct 26, 2026 |
| Greenspring Advisors, LLC | History | Added to | 179,591 | 14,782 | 0.67% | 0.8% | 13 | +4,528 | 2.59% | Q3 2026 | Nov 05, 2026 |
| Apella Capital, LLC | History | Added to | 164,441 | 13,794 | 0.17% | 0.19% | 14 | +5,258 | 3.3% | Q3 2026 | Oct 08, 2026 |
| Stratos Investment Management, LLC | History | No change | 163,934 | 13,572 | 0.49% | 0.49% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 163,234 | 13,435 | 6.27% | 5.21% | 16 | +5,562 | 3.53% | Q3 2026 | Nov 02, 2026 |
| Triune Financial Partners, LLC | History | Added to | 153,706 | 12,651 | 2.58% | 2.56% | 17 | +5,781 | 3.91% | Q3 2026 | Nov 03, 2026 |
| MASECO LLP | History | Added to | 144,995 | 12,036 | 0.33% | 0.33% | 18 | +1,784 | 1.25% | Q3 2026 | Oct 27, 2026 |
| BIP Wealth, LLC | History | Added to | 145,495 | 11,975 | 0.32% | 0.27% | 19 | +28,530 | 24.39% | Q3 2026 | Oct 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 125,930 | 10,365 | 1.19% | 1.3% | 20 | -5,726 | -4.35% | Q3 2026 | Oct 20, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 124,034 | 10,209 | 3.12% | 3.16% | 21 | +965 | 0.78% | Q3 2026 | Oct 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 113,097 | 9,371 | 2.52% | 2.52% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 112,149 | 9,284 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 110,004 | 9,107 | 1.92% | 1.92% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 106,185 | 8,791 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | No change | 103,945 | 8,605 | 8.69% | 8.65% | 26 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 101,768 | 8,427 | 5.36% | 5.36% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evanson Financial, LLC | History | Reduced | 101,678 | 8,369 | 0.41% | 0.41% | 28 | -91 | -0.09% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 89,469 | 7,407 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Foster Group, Inc. | History | Added to | 73,742 | 6,069 | 0.16% | 0.16% | 30 | +741 | 1.02% | Q3 2026 | Oct 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 72,343 | 5,954 | 0.24% | 0.28% | 31 | -4,987 | -6.45% | Q3 2026 | Oct 30, 2026 |
| Lakewood Asset Management LLC | History | Added to | 71,448 | 5,880 | 3.03% | 2.69% | 32 | +12,265 | 20.72% | Q3 2026 | Oct 26, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 69,798 | 5,745 | 1.17% | 1.1% | 33 | +2,982 | 4.46% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 66,218 | 5,482 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Manage LLC | History | No change | 62,182 | 5,148 | 0.53% | 0.53% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 61,657 | 5,104 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 55,277 | 4,549 | 1.16% | 1.2% | 37 | +4,618 | 9.12% | Q3 2026 | Oct 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 53,751 | 4,424 | 1.73% | 1.75% | 38 | +19 | 0.04% | Q3 2026 | Oct 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 53,408 | 4,396 | 0.61% | 0.56% | 39 | +2,278 | 4.46% | Q3 2026 | Oct 14, 2026 |
| Berger Financial Group, Inc | History | No change | 52,274 | 4,327 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 48,686 | 4,030 | 0.53% | 0.53% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 47,501 | 3,909 | 1.24% | 1.25% | 42 | +3,380 | 7.66% | Q3 2026 | Oct 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 46,169 | 3,800 | 0.73% | 0.62% | 43 | +10,398 | 29.07% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 44,090 | 3,650 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 41,605 | 3,424 | 0.97% | 0.99% | 45 | +2,526 | 6.46% | Q3 2026 | Nov 02, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 40,968 | 3,391 | 0.54% | 0.54% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Warburton Capital Management, LLC | History | No change | 40,371 | 3,342 | 1.36% | 1.36% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | Reduced | 38,176 | 3,207 | 0.09% | 0.1% | 48 | -857 | -2.2% | Q3 2026 | Oct 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 38,173 | 3,142 | 1.67% | 1.55% | 49 | +2,456 | 6.88% | Q3 2026 | Oct 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 36,942 | 3,040 | 0.48% | 0.52% | 50 | -1,931 | -4.97% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36,530 | 3,006 | 0.15% | 0.14% | 51 | +2,051 | 5.95% | Q3 2026 | Nov 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 36,082 | 2,987 | 0.29% | 0.29% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MB Generational Wealth, LLC | History | No change | 35,623 | 2,949 | 1.45% | 1.45% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 35,437 | 2,933 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 34,351 | 2,843 | 0.45% | 0.45% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,108 | 2,823 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 33,333 | 2,761 | 0.05% | 0.05% | 57 | +4,523 | 15.7% | Q3 2026 | Oct 26, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,547 | 2,611 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 30,906 | 2,543 | 0.96% | 0.98% | 59 | +484 | 1.59% | Q3 2026 | Oct 19, 2026 |
| Aspen Capital Management, LLC | History | No change | 30,649 | 2,537 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 30,283 | 2,492 | 1.21% | 1.34% | 61 | -2,582 | -7.86% | Q3 2026 | Oct 29, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 29,216 | 2,404 | 1.12% | 1.16% | 62 | +57 | 0.2% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 29,109 | 2,395 | 0.02% | 0.03% | 63 | -16,558 | -36.26% | Q3 2026 | Oct 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 27,996 | 2,317 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 27,691 | 2,292 | 0.54% | 0.54% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 26,182 | 2,167 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 25,505 | 2,111 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 25,402 | 2,103 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envision Financial Planning, LLC | History | No change | 24,101 | 1,995 | 0.65% | 0.65% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 24,193 | 1,991 | 0.51% | 0.5% | 70 | +54 | 0.22% | Q3 2026 | Oct 23, 2026 |
| Pacific Asset Management, LLC | History | Added to | 23,872 | 1,964 | 0.96% | 0.84% | 71 | +3,294 | 16.01% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 23,308 | 1,929 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 23,299 | 1,917 | 0.22% | 0.21% | 73 | +972 | 4.35% | Q3 2026 | Oct 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 23,133 | 1,915 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | Reduced | 22,572 | 1,857 | 0.4% | 0.46% | 75 | -2,664 | -10.56% | Q3 2026 | Nov 02, 2026 |
| Betterment LLC | History | No change | 19,443 | 1,610 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 17,879 | 1,471 | 0.47% | 0.45% | 77 | +784 | 4.59% | Q3 2026 | Oct 22, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 17,229 | 1,418 | 0.32% | 0.36% | 78 | -1,190 | -6.46% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,830 | 1,385 | 0.0% | 0.0% | 79 | +2,546 | 17.82% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,220 | 1,342 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,135 | 1,335 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Austin Asset Management Co Inc | History | Added to | 15,363 | 1,264 | 0.17% | 0.17% | 82 | +363 | 2.42% | Q3 2026 | Oct 28, 2026 |
| United Advisor Group, LLC | History | Added to | 14,660 | 1,206 | 0.11% | 0.07% | 83 | +6,287 | 75.09% | Q3 2026 | Nov 02, 2026 |
| Waterfront Wealth Inc. | History | Added to | 13,573 | 1,134 | 0.18% | 0.15% | 84 | +1,544 | 12.84% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 13,497 | 1,117 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,449 | 1,113 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Annandale Capital, LLC | History | No change | 13,349 | 1,105 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,988 | 1,075 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 12,996 | 1,069 | 0.49% | 0.55% | 89 | -144 | -1.1% | Q3 2026 | Oct 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,794 | 1,053 | 0.04% | 0.04% | 90 | +1,796 | 16.33% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 14,263 | 1,052 | 0.75% | 0.75% | 91 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Chico Wealth RIA | History | No change | 12,663 | 1,048 | 0.55% | 0.55% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 12,541 | 1,038 | 0.38% | 0.38% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 12,419 | 1,022 | 0.52% | 0.51% | 94 | +586 | 4.95% | Q3 2026 | Oct 30, 2026 |
| Nemes Rush Group LLC | History | Added to | 12,174 | 1,002 | 0.08% | 0.08% | 95 | +141 | 1.17% | Q3 2026 | Nov 04, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 11,570 | 952 | 0.54% | 0.52% | 96 | +708 | 6.52% | Q3 2026 | Oct 08, 2026 |
| Indivisible Partners | History | New | 11,418 | 939 | 0.04% | — | 97 | +11,418 | New | Q3 2026 | Oct 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,002 | 905 | 0.19% | 0.18% | 98 | -555 | -4.8% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,755 | 802 | 0.02% | 0.01% | 99 | +1,662 | 20.54% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 9,451 | 782 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 9,479 | 780 | 0.12% | 0.12% | 101 | +456 | 5.05% | Q3 2026 | Oct 21, 2026 |
| RS CRUM INC. | History | Added to | 9,406 | 774 | 0.14% | 0.14% | 102 | +87 | 0.93% | Q3 2026 | Oct 19, 2026 |
| BOS Asset Management, LLC | History | Added to | 9,069 | 746 | 0.17% | 0.17% | 103 | +381 | 4.39% | Q3 2026 | Oct 09, 2026 |
| Sensible Money, LLC | History | Added to | 8,847 | 728 | 0.19% | 0.19% | 104 | +222 | 2.57% | Q3 2026 | Oct 20, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 8,696 | 715 | 0.37% | 0.4% | 105 | +292 | 3.47% | Q3 2026 | Oct 29, 2026 |
| Creative Planning | History | Added to | 8,619 | 709 | 0.0% | 0.0% | 106 | +3,217 | 59.55% | Q3 2026 | Nov 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 8,414 | 692 | 0.01% | 0.01% | 107 | +674 | 8.71% | Q3 2026 | Nov 03, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 8,382 | 689 | 0.2% | 0.15% | 108 | +2,187 | 35.3% | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,340 | 686 | 0.02% | 0.02% | 109 | +5 | 0.06% | Q3 2026 | Nov 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,293 | 686 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 8,267 | 684 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,228 | 681 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 8,119 | 674 | 0.12% | 0.12% | 113 | +139 | 1.74% | Q3 2026 | Oct 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,137 | 669 | 0.0% | 0.01% | 114 | -70,016 | -89.59% | Q3 2026 | Nov 02, 2026 |
| GEM Asset Management, LLC | History | Added to | 8,038 | 661 | 0.26% | 0.26% | 115 | +74 | 0.93% | Q3 2026 | Oct 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,544 | 620 | 0.01% | 0.01% | 116 | -62 | -0.82% | Q3 2026 | Oct 28, 2026 |
| Corient Private Wealth LP | History | No change | 7,377 | 610 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Savant Capital, LLC | History | No change | 7,099 | 587 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verum Partners LLC | History | No change | 7,112 | 585 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 6,979 | 574 | 0.35% | 0.44% | 120 | -685 | -8.94% | Q3 2026 | Oct 13, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 6,944 | 574 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tilson Financial Group, Inc. | History | No change | 6,768 | 560 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,560 | 539 | 0.02% | 0.02% | 123 | +13 | 0.2% | Q3 2026 | Oct 21, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 6,341 | 521 | 0.06% | 0.06% | 124 | -14 | -0.22% | Q3 2026 | Oct 26, 2026 |
| Kachkovsky & Fisher, Inc. | History | Reduced | 6,235 | 513 | 0.47% | 0.52% | 125 | -286 | -4.39% | Q3 2026 | Oct 21, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 6,204 | 510 | 0.37% | 0.36% | 126 | +213 | 3.56% | Q3 2026 | Nov 04, 2026 |
| AA Financial Advisors, LLC | History | New | 6,178 | 508 | 0.06% | — | 127 | +6,178 | New | Q3 2026 | Oct 19, 2026 |
| marrick wealth, LLC | History | Reduced | 6,171 | 507 | 0.36% | 0.45% | 128 | -1,503 | -19.59% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,042 | 505 | 0.0% | 0.0% | 129 | +2,547 | 72.88% | Q3 2026 | Oct 13, 2026 |
| Falcon Wealth Planning | History | No change | 6,075 | 502 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 6,063 | 499 | 0.08% | — | 131 | +6,063 | New | Q3 2026 | Oct 08, 2026 |
| Asset Dedication, LLC | History | Added to | 5,882 | 484 | 0.03% | 0.03% | 132 | +214 | 3.78% | Q3 2026 | Nov 02, 2026 |
| Long Island Wealth Management, Inc. | History | New | 5,625 | 462 | 0.18% | — | 133 | +5,625 | New | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 5,374 | 444 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | Added to | 5,207 | 428 | 0.14% | 0.09% | 135 | +2,480 | 90.94% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 5,158 | 427 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 5,169 | 425 | 0.23% | 0.22% | 137 | +25 | 0.49% | Q3 2026 | Oct 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,048 | 417 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | Added to | 5,019 | 413 | 0.02% | 0.02% | 139 | +294 | 6.22% | Q3 2026 | Oct 16, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 4,984 | 410 | 0.93% | 1.28% | 140 | -508 | -9.25% | Q3 2026 | Nov 04, 2026 |
| Advisory Services Network, LLC | History | No change | 4,797 | 397 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 4,801 | 397 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 4,777 | 393 | 0.15% | 0.16% | 143 | -403 | -7.78% | Q3 2026 | Oct 13, 2026 |
| Woodward Financial Advisors, Inc. | History | Added to | 4,744 | 390 | 0.15% | 0.13% | 144 | +70 | 1.5% | Q3 2026 | Oct 19, 2026 |
| Cloud Capital Management, LLC | History | No change | 4,650 | 384 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 4,561 | 377 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Catawba River Capital | History | No change | 4,535 | 375 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,441 | 365 | 0.0% | 0.0% | 148 | +323 | 7.84% | Q3 2026 | Oct 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,399 | 364 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,328 | 358 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Financial, LLC | History | Added to | 4,304 | 354 | 0.04% | 0.04% | 151 | +366 | 9.29% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,219 | 349 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,175 | 345 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magnus Financial Group LLC | History | New | 4,134 | 340 | 0.02% | — | 154 | +4,134 | New | Q3 2026 | Oct 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 4,124 | 339 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pacific Wealth Management | History | New | 4,059 | 334 | 0.15% | — | 157 | +4,059 | New | Q3 2026 | Oct 05, 2026 |
| Fonville Wealth Management LLC | History | No change | 4,065 | 334 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 4,008 | 329 | 0.24% | 0.22% | 158 | +368 | 10.11% | Q3 2026 | Oct 22, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 3,966 | 328 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,975 | 327 | 0.04% | 0.06% | 160 | -1,834 | -31.57% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,822 | 316 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 3,818 | 314 | 0.17% | 0.12% | 163 | +980 | 34.53% | Q3 2026 | Nov 02, 2026 |
| FOSTER & MOTLEY INC | History | No change | 3,788 | 314 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,703 | 305 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,621 | 298 | 0.01% | 0.01% | 165 | -212 | -5.53% | Q3 2026 | Oct 21, 2026 |
| CHOREO, LLC | History | New | 3,594 | 295 | 0.0% | — | 167 | +3,594 | New | Q3 2026 | Oct 28, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 3,569 | 295 | 0.26% | 0.26% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,573 | 294 | 0.01% | 0.01% | 169 | +11 | 0.31% | Q3 2026 | Oct 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 3,562 | 294 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAM GROUP, INC. | History | Added to | 3,500 | 288 | 0.15% | 0.14% | 170 | +1 | 0.03% | Q3 2026 | Oct 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,494 | 287 | 0.0% | 0.0% | 171 | -926 | -20.95% | Q3 2026 | Oct 15, 2026 |
| Forum Financial Management, LP | History | Added to | 3,484 | 286 | 0.0% | 0.0% | 172 | +156 | 4.69% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,341 | 278 | 0.01% | 0.0% | 173 | +3,184 | 2028.03% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,220 | 265 | 0.0% | — | 174 | +3,220 | New | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,116 | 256 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Inspire Advisors, LLC | History | No change | 3,062 | 253 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 2,966 | 245 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,961 | 245 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,956 | 244 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurelius Family Office LLC | History | Added to | 2,949 | 242 | 0.1% | 0.09% | 180 | +42 | 1.44% | Q3 2026 | Oct 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,864 | 235 | 0.02% | 0.02% | 181 | -1 | -0.03% | Q3 2026 | Oct 19, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,672 | 219 | 0.02% | 0.02% | 182 | -12 | -0.45% | Q3 2026 | Nov 03, 2026 |
| Porter White Investment Advisors, Inc. | History | New | 2,645 | 217 | 0.13% | — | 184 | +2,645 | New | Q3 2026 | Oct 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 2,625 | 217 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 2,559 | 210 | 0.15% | 0.17% | 185 | -223 | -8.02% | Q3 2026 | Oct 19, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,523 | 207 | 0.06% | 0.06% | 186 | +27 | 1.08% | Q3 2026 | Nov 02, 2026 |
| Frankly Finances, LLC | History | Added to | 2,375 | 195 | 0.15% | 0.15% | 187 | +50 | 2.15% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,351 | 194 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,129 | 176 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,005 | 165 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 1,910 | 157 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Markowski Investments | History | Added to | 1,750 | 144 | 0.03% | 0.03% | 192 | +12 | 0.69% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,523 | 125 | 0.01% | 0.01% | 193 | +259 | 20.49% | Q3 2026 | Oct 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,300 | 106 | 0.03% | 0.03% | 194 | +29 | 2.28% | Q3 2026 | Oct 26, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,287 | 106 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crews Bank & Trust | History | No change | 1,265 | 104 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investors Portfolio Services LLC | History | No change | 1,212 | 100 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 929 | 76 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burk Holdings LLC | History | Added to | 808 | 66 | 0.02% | 0.02% | 199 | +3 | 0.37% | Q3 2026 | Nov 04, 2026 |
| Jacobi Capital Management LLC | History | New | 730 | 60 | 0.0% | — | 200 | +730 | New | Q3 2026 | Nov 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 669 | 55 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 581 | 47 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 573 | 47 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 492 | 40 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 437 | 35 | 0.01% | 0.01% | 205 | -3 | -0.68% | Q3 2026 | Oct 07, 2026 |
| CX Institutional | History | Reduced | 416 | 34 | 0.0% | 0.01% | 206 | -2,454 | -85.51% | Q3 2026 | Oct 02, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 406 | 33 | 0.02% | 0.01% | 207 | +273 | 205.26% | Q3 2026 | Oct 19, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 376 | 30 | 0.01% | 0.01% | 208 | +60 | 18.99% | Q3 2026 | Nov 03, 2026 |
| Concord Wealth Partners | History | Added to | 361 | 29 | 0.0% | 0.0% | 209 | +13 | 3.74% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 272 | 22 | 0.0% | 0.0% | 210 | +149 | 121.14% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 171 | 14 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 147 | 12 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 134 | 11 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 123 | 10 | 0.0% | 0.01% | 215 | +1 | 0.82% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 132 | 10 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 111 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | New | 61 | 5 | 0.0% | — | 218 | +61 | New | Q3 2026 | Oct 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -12,587 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 29, 2026 |
| KFG LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 02, 2026 |
| Cordant, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |