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 | 815,807 | 60,353 | 7.88% | 6.63% | 1 | +151,594 | 22.82% | Q4 2025 | Jan 16, 2026 |
| Wealth Management Nebraska | History | Added to | 675,204 | 49,951 | 5.71% | 5.09% | 2 | +81,316 | 13.69% | Q4 2025 | Jan 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 640,351 | 47,373 | 6.79% | 6.53% | 3 | +22,204 | 3.59% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 348,314 | 25,768 | 0.28% | 0.0% | 4 | +347,010 | 26611.2% | Q4 2025 | Jan 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 282,555 | 20,972 | 5.04% | 4.54% | 5 | +43,689 | 18.29% | Q4 2025 | Feb 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 234,834 | 17,372 | 1.89% | 1.94% | 6 | -8,747 | -3.59% | Q4 2025 | Jan 16, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 205,711 | 15,218 | 2.03% | 2.01% | 7 | +2,943 | 1.45% | Q4 2025 | Jan 16, 2026 |
| McMill Wealth Management | History | Added to | 178,956 | 13,239 | 3.72% | 3.03% | 8 | +31,200 | 21.12% | Q4 2025 | Feb 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 165,573 | 12,249 | 0.49% | 0.46% | 9 | +9,725 | 6.24% | Q4 2025 | Jan 20, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 163,549 | 12,099 | 2.45% | 3.22% | 10 | +4,832 | 3.04% | Q4 2025 | Feb 10, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 162,126 | 11,994 | 5.68% | 5.61% | 11 | +834 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 158,740 | 11,744 | 4.55% | 4.48% | 12 | -818 | -0.51% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 151,398 | 11,200 | 1.56% | 1.59% | 13 | -4,247 | -2.73% | Q4 2025 | Jan 29, 2026 |
| Triune Financial Partners, LLC | History | Added to | 143,137 | 10,955 | 2.56% | 2.57% | 14 | +1,079 | 0.76% | Q4 2025 | Feb 02, 2026 |
| Greenspring Advisors, LLC | History | Added to | 147,189 | 10,889 | 0.67% | 0.05% | 15 | +143,024 | 3433.95% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | Added to | 136,351 | 10,081 | 0.44% | 0.47% | 16 | +2,421 | 1.81% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 135,397 | 10,016 | 0.0% | 0.0% | 17 | +21,367 | 18.74% | Q4 2025 | Feb 11, 2026 |
| HFG Wealth Management, LLC | History | Added to | 135,342 | 10,012 | 5.52% | 5.18% | 18 | +2,765 | 2.09% | Q4 2025 | Jan 16, 2026 |
| Plancorp, LLC | History | Added to | 132,242 | 9,783 | 0.3% | 0.15% | 19 | +63,968 | 93.69% | Q4 2025 | Feb 05, 2026 |
| Apella Capital, LLC | History | Added to | 127,508 | 9,433 | 0.19% | 0.17% | 20 | +19,240 | 17.77% | Q4 2025 | Jan 21, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 118,083 | 8,735 | 2.89% | 2.67% | 21 | +8,574 | 7.83% | Q4 2025 | Feb 19, 2026 |
| American Investment Services, Inc. | History | Added to | 112,427 | 8,317 | 1.93% | 1.77% | 22 | +9,702 | 9.44% | Q4 2025 | Feb 13, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 94,044 | 6,958 | 5.23% | — | 23 | +94,044 | New | Q4 2025 | Mar 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 86,092 | 6,369 | 2.09% | 1.85% | 24 | +23,345 | 37.2% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 84,719 | 6,267 | 0.34% | 0.29% | 25 | +13,244 | 18.53% | Q4 2025 | Jan 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 73,519 | 5,438 | 0.3% | 0.3% | 26 | +3,714 | 5.32% | Q4 2025 | Feb 02, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 67,483 | 4,992 | 1.08% | 1.02% | 27 | +4,129 | 6.52% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,912 | 4,950 | 0.01% | 0.01% | 28 | +502 | 0.76% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 55,915 | 4,136 | 0.0% | 0.0% | 29 | +35,675 | 176.26% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 52,983 | 3,919 | 0.0% | 0.0% | 30 | +2,376 | 4.7% | Q4 2025 | Feb 11, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 47,195 | 3,491 | 1.77% | 1.83% | 31 | +1,700 | 3.74% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | Added to | 45,434 | 3,361 | 0.03% | 0.03% | 32 | +649 | 1.45% | Q4 2025 | Jan 13, 2026 |
| Krilogy Financial LLC | History | Added to | 43,000 | 3,302 | 0.11% | 0.11% | 33 | +855 | 2.03% | Q4 2025 | Jan 27, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 42,787 | 3,165 | 0.49% | 0.42% | 34 | +7,034 | 19.67% | Q4 2025 | Jan 21, 2026 |
| Berger Financial Group, Inc | History | Added to | 40,446 | 2,992 | 0.17% | 0.16% | 35 | +3,718 | 10.12% | Q4 2025 | Jan 27, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 39,792 | 2,943 | 0.99% | 1.06% | 36 | +9,172 | 29.95% | Q4 2025 | Feb 12, 2026 |
| Warburton Capital Management, LLC | History | Added to | 36,244 | 2,681 | 1.51% | 1.5% | 37 | +1,645 | 4.75% | Q4 2025 | Jan 23, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 36,234 | 2,680 | 1.01% | 0.91% | 38 | +5,122 | 16.46% | Q4 2025 | Feb 09, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 36,164 | 2,675 | 0.6% | 0.52% | 39 | +4,755 | 15.14% | Q4 2025 | Feb 09, 2026 |
| BIP Wealth, LLC | History | Added to | 34,102 | 2,522 | 0.09% | 0.03% | 40 | +25,609 | 301.53% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Reduced | 32,671 | 2,417 | 0.0% | 0.0% | 41 | -2,899 | -8.15% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,533 | 2,406 | 0.0% | 0.0% | 42 | +13,974 | 75.3% | Q4 2025 | Feb 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 31,970 | 2,365 | 1.25% | — | 43 | +31,970 | New | Q4 2025 | Jan 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 31,858 | 2,356 | 0.35% | 0.42% | 44 | +5,578 | 21.23% | Q4 2025 | Feb 03, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 31,738 | 2,348 | 0.43% | 0.4% | 45 | +2,478 | 8.47% | Q4 2025 | Jan 12, 2026 |
| MB Generational Wealth, LLC | History | Added to | 29,511 | 2,183 | 1.16% | 1.03% | 46 | +6,950 | 30.81% | Q4 2025 | Feb 10, 2026 |
| Syverson Strege & Co | History | Reduced | 29,134 | 2,155 | 0.51% | 0.52% | 47 | -797 | -2.66% | Q4 2025 | Feb 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 26,873 | 2,044 | 1.04% | 0.89% | 48 | +5,506 | 25.77% | Q4 2025 | Jan 27, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 27,335 | 2,022 | 1.14% | 1.25% | 49 | +558 | 2.08% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 25,202 | 1,864 | 0.98% | 0.86% | 50 | +3,913 | 18.38% | Q4 2025 | Jan 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 24,901 | 1,842 | 0.54% | 0.52% | 51 | +3,612 | 16.97% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 24,247 | 1,793 | 0.01% | 0.01% | 52 | +3,406 | 16.34% | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 24,123 | 1,784 | 0.24% | — | 53 | +24,123 | New | Q4 2025 | Feb 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 23,972 | 1,773 | 0.17% | 0.11% | 54 | +8,830 | 58.31% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 23,399 | 1,731 | 0.0% | 0.0% | 55 | +5,489 | 30.65% | Q4 2025 | Feb 18, 2026 |
| Aspen Capital Management, LLC | History | Added to | 23,277 | 1,722 | 0.43% | 0.3% | 56 | +7,125 | 44.11% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 23,133 | 1,711 | 0.24% | 0.23% | 57 | +2,454 | 11.87% | Q4 2025 | Jan 12, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 23,007 | 1,702 | 0.29% | — | 58 | +23,007 | New | Q4 2025 | Feb 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 21,773 | 1,610 | 0.18% | 0.18% | 59 | +516 | 2.43% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 21,730 | 1,607 | 1.22% | — | 60 | +21,730 | New | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,647 | 1,503 | 0.04% | 0.04% | 61 | +423 | 2.2% | Q4 2025 | Jan 28, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 19,726 | 1,459 | 0.42% | 0.46% | 62 | -1,293 | -6.15% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,653 | 1,379 | 0.0% | 0.0% | 63 | +1,252 | 7.19% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 18,576 | 1,374 | 0.11% | 0.1% | 64 | +71 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 17,824 | 1,319 | 0.0% | 0.0% | 65 | -196 | -1.09% | Q4 2025 | Feb 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 17,633 | 1,304 | 0.78% | 0.72% | 66 | +2,967 | 20.23% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,729 | 1,237 | 0.0% | 0.0% | 67 | +7,529 | 81.84% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,493 | 1,220 | 0.0% | 0.0% | 68 | +11,346 | 220.44% | Q4 2025 | Feb 18, 2026 |
| Shore Point Advisors, LLC | History | Added to | 16,016 | 1,184 | 0.5% | 0.38% | 69 | +4,107 | 34.49% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 15,827 | 1,170 | 0.02% | — | 70 | +15,827 | New | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 15,720 | 1,162 | 0.04% | 0.03% | 71 | +381 | 2.48% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,080 | 1,115 | 0.03% | 0.03% | 72 | +1,454 | 10.67% | Q4 2025 | Feb 09, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 14,523 | 1,074 | 0.68% | 0.47% | 73 | +4,377 | 43.14% | Q4 2025 | Jan 23, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 14,500 | 1,072 | 0.67% | 0.62% | 74 | +2,086 | 16.8% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | New | 14,300 | 1,057 | 0.03% | — | 75 | +14,300 | New | Q4 2025 | Feb 17, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 13,865 | 1,025 | 0.4% | 0.31% | 76 | +3,105 | 28.86% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,787 | 1,019 | 0.01% | 0.01% | 77 | -49 | -0.35% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 13,060 | 966 | 0.01% | 0.01% | 78 | +1,539 | 13.36% | Q4 2025 | Jan 16, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 12,715 | 940 | 0.25% | 0.24% | 79 | +1,002 | 8.55% | Q4 2025 | Feb 06, 2026 |
| Highland Financial Advisors, LLC | History | No change | 12,587 | 931 | 0.26% | 0.26% | 80 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | Added to | 12,277 | 908 | 0.09% | 0.08% | 81 | +412 | 3.47% | Q4 2025 | Feb 11, 2026 |
| Falcon Wealth Planning | History | Reduced | 11,320 | 837 | 0.07% | 0.08% | 82 | -467 | -3.96% | Q4 2025 | Feb 03, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 11,289 | 835 | 0.33% | 0.32% | 83 | +800 | 7.63% | Q4 2025 | Jan 22, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 11,275 | 834 | 0.3% | — | 84 | +11,275 | New | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,188 | 827 | 0.03% | 0.03% | 85 | +1,793 | 19.08% | Q4 2025 | Jan 20, 2026 |
| Annandale Capital, LLC | History | Added to | 10,950 | 810 | 0.1% | 0.08% | 86 | +4,162 | 61.31% | Q4 2025 | Feb 12, 2026 |
| Envision Financial Planning, LLC | History | Added to | 10,582 | 782 | 0.3% | 0.29% | 87 | +936 | 9.7% | Q4 2025 | Feb 17, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 10,542 | 779 | 0.24% | 0.13% | 88 | +5,176 | 96.46% | Q4 2025 | Feb 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 10,113 | 777 | 0.15% | 0.14% | 89 | +909 | 9.88% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 10,396 | 769 | 0.0% | 0.0% | 90 | +9,145 | 731.02% | Q4 2025 | Jan 26, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 9,753 | 721 | 0.51% | 0.51% | 91 | +81 | 0.84% | Q4 2025 | Jan 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9,720 | 719 | 0.04% | 0.03% | 92 | +1,972 | 25.45% | Q4 2025 | Jan 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 9,669 | 715 | 0.19% | 0.14% | 93 | +2,410 | 33.2% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 9,634 | 712 | 0.0% | 0.0% | 94 | +4,772 | 98.15% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,454 | 699 | 0.03% | 0.03% | 95 | +640 | 7.26% | Q4 2025 | Feb 13, 2026 |
| Austin Asset Management Co Inc | History | No change | 9,374 | 693 | 0.11% | 0.12% | 96 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,858 | 655 | 0.01% | 0.01% | 97 | +1,001 | 12.74% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,497 | 628 | 0.02% | 0.02% | 98 | +328 | 4.02% | Q4 2025 | Feb 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 8,152 | 603 | 0.13% | 0.05% | 99 | +5,160 | 172.46% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,113 | 600 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOS Asset Management, LLC | History | Added to | 7,685 | 568 | 0.15% | 0.11% | 101 | +2,393 | 45.22% | Q4 2025 | Jan 09, 2026 |
| RAM Investment Partners, LLC | History | Added to | 7,624 | 564 | 0.1% | 0.1% | 102 | +461 | 6.44% | Q4 2025 | Feb 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 7,597 | 562 | 0.47% | 0.41% | 103 | +687 | 9.94% | Q4 2025 | Jan 20, 2026 |
| RS CRUM INC. | History | Reduced | 7,481 | 553 | 0.11% | 0.12% | 104 | -196 | -2.55% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,416 | 549 | 0.0% | 0.0% | 105 | +4,145 | 126.72% | Q4 2025 | Feb 05, 2026 |
| marrick wealth, LLC | History | New | 7,292 | 539 | 0.44% | — | 106 | +7,292 | New | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 7,190 | 531 | 0.12% | 0.11% | 107 | +490 | 7.31% | Q4 2025 | Jan 29, 2026 |
| Verum Partners LLC | History | No change | 7,112 | 526 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 6,709 | 496 | 0.23% | 0.23% | 109 | +119 | 1.81% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,534 | 483 | 0.01% | 0.01% | 110 | +1,330 | 25.56% | Q4 2025 | Jan 29, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 6,406 | 473 | 0.14% | 0.09% | 111 | +2,780 | 76.67% | Q4 2025 | Jan 20, 2026 |
| Foundry Financial LLC | History | New | 6,359 | 470 | 0.25% | — | 112 | +6,359 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,266 | 463 | 0.0% | 0.0% | 113 | +2,934 | 88.06% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 6,261 | 463 | 0.02% | 0.03% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 6,104 | 451 | 0.31% | 0.27% | 115 | +995 | 19.48% | Q4 2025 | Jan 27, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 5,939 | 439 | 0.37% | — | 116 | +5,939 | New | Q4 2025 | Feb 06, 2026 |
| SB Capital Management Inc | History | New | 5,808 | 429 | 0.16% | — | 117 | +5,808 | New | Q4 2025 | Feb 20, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 5,455 | 403 | 1.22% | — | 119 | +5,455 | New | Q4 2025 | Feb 06, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,357 | 403 | 0.18% | 0.17% | 118 | +340 | 6.78% | Q4 2025 | Jan 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,419 | 400 | 0.0% | 0.0% | 120 | +907 | 20.1% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,393 | 399 | 0.01% | 0.01% | 122 | +787 | 17.09% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Reduced | 5,401 | 399 | 0.0% | 0.0% | 121 | -212 | -3.78% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,385 | 398 | 0.0% | 0.0% | 123 | +218 | 4.22% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,333 | 394 | 0.0% | 0.0% | 124 | -3,835 | -41.83% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,275 | 390 | 0.0% | 0.0% | 125 | +8 | 0.15% | Q4 2025 | Mar 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,243 | 387 | 0.0% | 0.0% | 126 | -51 | -0.96% | Q4 2025 | Jan 21, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 4,885 | 361 | 0.22% | 0.21% | 128 | +216 | 4.63% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,890 | 361 | 0.01% | 0.01% | 127 | -91 | -1.83% | Q4 2025 | Feb 17, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | New | 4,499 | 332 | 0.06% | — | 129 | +4,499 | New | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | New | 4,441 | 328 | 0.06% | — | 130 | +4,441 | New | Q4 2025 | Jan 26, 2026 |
| Chico Wealth RIA | History | Added to | 4,303 | 318 | 0.21% | 0.18% | 131 | +710 | 19.76% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,288 | 317 | 0.02% | 0.01% | 132 | +3,290 | 329.66% | Q4 2025 | Feb 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 4,235 | 313 | 0.02% | 0.02% | 133 | +53 | 1.27% | Q4 2025 | Jan 26, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 4,181 | 309 | 0.06% | 0.05% | 134 | +878 | 26.58% | Q4 2025 | Jan 09, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,173 | 308 | 0.08% | 0.08% | 135 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,158 | 307 | 0.01% | — | 136 | +4,158 | New | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 4,041 | 298 | 0.06% | 0.06% | 137 | +214 | 5.59% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | New | 3,927 | 290 | 0.04% | — | 138 | +3,927 | New | Q4 2025 | Jan 23, 2026 |
| Silver Oak Advisory Group, Inc. | History | New | 3,853 | 285 | 0.13% | — | 139 | +3,853 | New | Q4 2025 | Feb 03, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 3,558 | 263 | 0.26% | — | 140 | +3,558 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 3,545 | 262 | 0.0% | — | 141 | +3,545 | New | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | New | 3,530 | 261 | 0.01% | — | 142 | +3,530 | New | Q4 2025 | Jan 15, 2026 |
| Catawba River Capital | History | New | 3,529 | 261 | 0.12% | — | 143 | +3,529 | New | Q4 2025 | Feb 05, 2026 |
| LAM GROUP, INC. | History | Added to | 3,496 | 258 | 0.15% | 0.16% | 144 | +2 | 0.06% | Q4 2025 | Jan 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 3,413 | 252 | 0.12% | — | 145 | +3,413 | New | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,413 | 252 | 0.02% | — | 146 | +3,413 | New | Q4 2025 | Jan 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,190 | 235 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 3,015 | 223 | 0.09% | 0.1% | 148 | -322 | -9.65% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,011 | 222 | 0.0% | 0.0% | 149 | +163 | 5.72% | Q4 2025 | Jan 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,997 | 221 | 0.05% | 0.05% | 150 | +302 | 11.21% | Q4 2025 | Feb 03, 2026 |
| Aurelius Family Office LLC | History | Added to | 2,910 | 218 | 0.09% | 0.09% | 151 | +114 | 4.08% | Q4 2025 | Jan 09, 2026 |
| Sensible Money, LLC | History | New | 2,799 | 207 | 0.07% | — | 152 | +2,799 | New | Q4 2025 | Feb 09, 2026 |
| Donalies Financial Planning, LLC | History | New | 2,797 | 206 | 0.18% | — | 153 | +2,797 | New | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | New | 2,734 | 202 | 0.05% | — | 154 | +2,734 | New | Q4 2025 | Feb 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | New | 2,724 | 201 | 0.12% | — | 155 | +2,724 | New | Q4 2025 | Jan 26, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 2,653 | 196 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Added to | 2,462 | 182 | 0.01% | 0.01% | 157 | +222 | 9.91% | Q4 2025 | Feb 04, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,342 | 173 | 0.06% | 0.04% | 158 | +874 | 59.54% | Q4 2025 | Jan 16, 2026 |
| Frankly Finances, LLC | History | New | 2,267 | 167 | 0.14% | — | 159 | +2,267 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,998 | 147 | 0.0% | 0.0% | 160 | -1,265 | -38.77% | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | New | 1,910 | 141 | 0.01% | — | 161 | +1,910 | New | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | Added to | 1,650 | 122 | 0.01% | 0.01% | 162 | +365 | 28.4% | Q4 2025 | Jan 26, 2026 |
| CURIO WEALTH, LLC | History | Added to | 1,329 | 99 | 0.04% | 0.04% | 163 | +1 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 1,265 | 93 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,228 | 90 | 0.03% | 0.01% | 165 | +682 | 124.91% | Q4 2025 | Jan 22, 2026 |
| Investors Portfolio Services LLC | History | New | 1,203 | 89 | 0.08% | — | 166 | +1,203 | New | Q4 2025 | Feb 09, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 1,165 | 86 | 0.05% | 0.05% | 167 | +25 | 2.19% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,154 | 85 | 0.01% | 0.01% | 168 | +70 | 6.46% | Q4 2025 | Jan 21, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 951 | 70 | 0.04% | 0.03% | 169 | +368 | 63.12% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 872 | 64 | 0.01% | 0.01% | 170 | +49 | 5.95% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 695 | 51 | 0.0% | 0.0% | 171 | -34 | -4.66% | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 669 | 49 | 0.02% | 0.02% | 172 | -264 | -28.3% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Reduced | 609 | 45 | 0.01% | 0.02% | 173 | -939 | -60.66% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 581 | 42 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 488 | 36 | 0.0% | — | 175 | +488 | New | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 399 | 29 | 0.01% | 0.01% | 176 | -31 | -7.21% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 250 | 18 | 0.0% | — | 177 | +250 | New | Q4 2025 | Feb 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 142 | 10 | 0.01% | — | 179 | +142 | New | Q4 2025 | Mar 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 146 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | No change | 134 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 121 | 8 | 0.01% | — | 182 | +121 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 113 | 8 | 0.0% | — | 181 | +113 | New | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SouthState Bank Corp | History | New | 53 | 3 | 0.0% | — | 184 | +53 | New | Q4 2025 | Feb 11, 2026 |
| Longview Financial Advisors LLC | History | New | 38 | 2 | 0.0% | — | 186 | +38 | New | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 34 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -48,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,465 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,102 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,294 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,021 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,852 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -760 | -100.0% | Q3 2025 | Nov 03, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kozak & Associates, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 12, 2026 |
| Cordant, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |