Dimensional ETF Trust - DFGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apella Capital, LLC | History | Added to | 2,259,550 | 120,320 | 1.7% | 1.68% | 1 | +128,611 | 6.04% | Q2 2026 | Jul 08, 2026 |
| Planning Center, Inc. | History | Added to | 1,595,524 | 85,511 | 8.07% | 8.25% | 2 | +42,955 | 2.77% | Q2 2026 | Jul 29, 2026 |
| Ironwood Wealth Management, LLC. | History | New | 952,480 | 51,047 | 11.31% | — | 3 | +952,480 | New | Q2 2026 | Jul 30, 2026 |
| Elser Financial Planning, Inc | History | Added to | 779,026 | 41,751 | 1.81% | 1.8% | 4 | +71,171 | 10.05% | Q2 2026 | Jul 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 738,963 | 39,604 | 5.63% | 5.93% | 5 | +21,725 | 3.03% | Q2 2026 | Jul 20, 2026 |
| United Wealth Management, LLC | History | Added to | 676,064 | 36,233 | 8.15% | 8.61% | 6 | +15,657 | 2.37% | Q2 2026 | Jul 23, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 660,685 | 35,409 | 3.61% | 3.93% | 7 | -17,852 | -2.63% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 635,640 | 34,067 | 7.9% | 8.53% | 8 | +16,339 | 2.64% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 594,298 | 31,851 | 0.01% | 0.01% | 9 | +128,942 | 27.71% | Q2 2026 | Aug 03, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 486,969 | 26,099 | 7.32% | 7.13% | 10 | +38,599 | 8.61% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 468,562 | 25,112 | 0.02% | 0.03% | 11 | +2,088 | 0.45% | Q2 2026 | Aug 05, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 467,359 | 25,048 | 6.55% | 11.25% | 12 | -232,503 | -33.22% | Q2 2026 | Aug 13, 2026 |
| Verisail Partners, LLC | History | Added to | 450,943 | 24,168 | 8.96% | 9.26% | 13 | +15,991 | 3.68% | Q2 2026 | Jul 14, 2026 |
| Mattern Wealth Management LLC | History | Added to | 384,379 | 20,600 | 3.38% | 3.77% | 14 | +16,083 | 4.37% | Q2 2026 | Jul 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 387,348 | 20,324 | 2.54% | 2.54% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 372,058 | 19,940 | 5.6% | 5.34% | 16 | +46,800 | 14.39% | Q2 2026 | Jul 23, 2026 |
| Equita Financial Network, Inc. | History | Added to | 365,866 | 19,608 | 5.44% | 5.8% | 17 | +13,893 | 3.95% | Q2 2026 | Jul 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 357,028 | 19,134 | 4.49% | 6.42% | 18 | +45,347 | 14.55% | Q2 2026 | Jul 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 337,014 | 18,062 | 0.35% | 0.23% | 19 | +78,548 | 30.39% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 334,133 | 17,907 | 0.0% | 0.0% | 20 | +23,693 | 7.63% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 316,735 | 16,975 | 0.53% | 0.58% | 21 | +10,444 | 3.41% | Q2 2026 | Jul 30, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 310,477 | 16,639 | 2.76% | 2.86% | 22 | +5,438 | 1.78% | Q2 2026 | Aug 03, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 288,905 | 15,483 | 0.37% | 0.11% | 23 | +212,536 | 278.3% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Reduced | 287,453 | 15,405 | 0.07% | 0.08% | 24 | -34,818 | -10.8% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 279,075 | 14,956 | 0.03% | 0.03% | 25 | +15,136 | 5.73% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | Reduced | 274,405 | 14,704 | 0.04% | 0.14% | 26 | -279,562 | -50.47% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | New | 272,457 | 14,602 | 0.91% | — | 27 | +272,457 | New | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 271,081 | 14,528 | 0.14% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 270,512 | 14,498 | 2.33% | — | 29 | +270,512 | New | Q2 2026 | Jul 27, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 264,904 | 14,197 | 7.79% | 8.1% | 30 | +1,946 | 0.74% | Q2 2026 | Jul 21, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 257,900 | 13,822 | 6.66% | 6.79% | 31 | +21,095 | 8.91% | Q2 2026 | Aug 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 263,676 | 13,795 | 3.71% | 3.22% | 32 | +47,981 | 22.24% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 254,386 | 13,633 | 0.43% | 0.5% | 33 | +1,267 | 0.5% | Q2 2026 | Jul 31, 2026 |
| Yardley Wealth Management LLC | History | Added to | 252,993 | 13,559 | 6.16% | 6.26% | 34 | +20,131 | 8.65% | Q2 2026 | Jul 16, 2026 |
| SageOak Financial, LLC | History | Added to | 246,732 | 13,223 | 8.6% | 8.74% | 35 | +9,665 | 4.08% | Q2 2026 | Jul 14, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 243,427 | 13,046 | 5.53% | 5.26% | 36 | +35,799 | 17.24% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 222,418 | 11,920 | 1.23% | 1.3% | 37 | +34,051 | 18.08% | Q2 2026 | Jul 31, 2026 |
| Clarity Wealth Development LLC | History | New | 219,887 | 11,784 | 6.54% | — | 38 | +219,887 | New | Q2 2026 | Jul 27, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 206,600 | 11,072 | 7.67% | — | 39 | +206,600 | New | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 196,295 | 10,520 | 0.09% | 0.1% | 40 | +10,717 | 5.77% | Q2 2026 | Aug 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 193,410 | 10,365 | 3.63% | 3.83% | 41 | +3,428 | 1.8% | Q2 2026 | Aug 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 188,565 | 10,106 | 0.5% | 0.51% | 42 | +16,387 | 9.52% | Q2 2026 | Jul 20, 2026 |
| E6 Portfolios, LLC | History | Added to | 186,105 | 9,974 | 7.97% | 8.5% | 43 | +30,643 | 19.71% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | Added to | 170,910 | 9,159 | 0.33% | 0.34% | 44 | +8,643 | 5.33% | Q2 2026 | Aug 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 151,798 | 8,135 | 0.98% | 1.09% | 45 | +4,283 | 2.9% | Q2 2026 | Jul 17, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 145,346 | 7,789 | 3.97% | 3.25% | 46 | +37,181 | 34.37% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 130,926 | 7,017 | 0.04% | 0.04% | 47 | +31,992 | 32.34% | Q2 2026 | Jul 20, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 112,208 | 6,013 | 1.49% | 1.6% | 48 | +1,181 | 1.06% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 111,512 | 5,976 | 0.05% | 0.06% | 49 | -8,096 | -6.77% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | Added to | 107,366 | 5,754 | 0.01% | 0.01% | 50 | +1,607 | 1.52% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 106,944 | 5,731 | 0.57% | 0.6% | 51 | +1,613 | 1.53% | Q2 2026 | Jul 10, 2026 |
| Vantage Point Financial LLC | History | Added to | 105,751 | 5,667 | 1.73% | 1.86% | 52 | +4,513 | 4.46% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 103,844 | 5,565 | 0.35% | 0.37% | 53 | +7,049 | 7.28% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 102,092 | 5,471 | 2.54% | 2.64% | 54 | +13,355 | 15.05% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Added to | 99,867 | 5,352 | 0.01% | 0.01% | 55 | +3,888 | 4.05% | Q2 2026 | Aug 13, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 97,067 | 5,202 | 4.35% | 4.46% | 56 | +5,387 | 5.88% | Q2 2026 | Jul 21, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 92,181 | 4,940 | 2.68% | 2.92% | 57 | +1,591 | 1.76% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 91,577 | 4,907 | 2.94% | 3.12% | 58 | -77 | -0.08% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 90,507 | 4,850 | 0.0% | 0.0% | 59 | +5,312 | 6.24% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | Reduced | 87,479 | 4,688 | 2.52% | 3.3% | 60 | -18,896 | -17.76% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 82,777 | 4,436 | 0.03% | 0.04% | 61 | +3,634 | 4.59% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 80,881 | 4,334 | 0.01% | 0.0% | 62 | +27,720 | 52.14% | Q2 2026 | Jul 28, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 79,477 | 4,259 | 0.17% | 0.14% | 63 | +18,785 | 30.95% | Q2 2026 | Aug 12, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 78,642 | 4,214 | 1.62% | 1.62% | 64 | +1,735 | 2.26% | Q2 2026 | Jul 16, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 76,508 | 4,100 | 2.59% | 2.76% | 65 | +4,482 | 6.22% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,560 | 3,996 | 0.01% | 0.01% | 66 | +11,099 | 17.49% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,170 | 3,867 | 0.0% | 0.0% | 67 | +5,121 | 7.64% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 70,141 | 3,759 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 69,354 | 3,717 | 0.0% | 0.0% | 69 | +21,504 | 44.94% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | Added to | 68,806 | 3,687 | 1.6% | 1.61% | 70 | +7,376 | 12.01% | Q2 2026 | Aug 14, 2026 |
| Spectrum Advisors, Inc. | History | No change | 68,938 | 3,615 | 2.86% | 2.86% | 71 | 0 | 0.0% | Q1 2026 | Sep 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,142 | 3,544 | 0.0% | 0.0% | 72 | +18,046 | 37.52% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | Added to | 64,939 | 3,480 | 1.47% | 1.55% | 73 | +3,917 | 6.42% | Q2 2026 | Aug 07, 2026 |
| McCartney Wealth Management LLC | History | Added to | 63,426 | 3,399 | 2.58% | 2.53% | 74 | +6,021 | 10.49% | Q2 2026 | Aug 03, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 61,411 | 3,291 | 2.06% | 2.54% | 75 | -5,778 | -8.6% | Q2 2026 | Aug 05, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 59,360 | 3,181 | 2.12% | 2.24% | 76 | +2,341 | 4.11% | Q2 2026 | Aug 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | Added to | 56,123 | 3,007 | 2.55% | 2.44% | 77 | +6,935 | 14.1% | Q2 2026 | Jul 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 55,520 | 2,975 | 0.29% | 0.25% | 78 | +12,318 | 28.51% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 54,083 | 2,898 | 0.1% | 0.14% | 79 | +7,247 | 15.47% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 53,887 | 2,888 | 0.03% | 0.03% | 80 | +6,375 | 13.42% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 53,213 | 2,851 | 0.09% | 0.1% | 81 | +3,025 | 6.03% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | Added to | 53,193 | 2,850 | 0.0% | 0.0% | 82 | +1,593 | 3.09% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 52,959 | 2,838 | 0.0% | 0.0% | 83 | +8,170 | 18.24% | Q2 2026 | Aug 07, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 47,544 | 2,548 | 0.87% | 0.83% | 84 | +9,937 | 26.42% | Q2 2026 | Jul 14, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 45,474 | 2,437 | 1.8% | 1.87% | 85 | +3,680 | 8.81% | Q2 2026 | Aug 06, 2026 |
| Outbound Financial Inc | History | Added to | 45,373 | 2,431 | 1.57% | 1.66% | 86 | +3,242 | 7.7% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 45,072 | 2,415 | 0.08% | 0.07% | 87 | +611 | 1.37% | Q2 2026 | Jul 24, 2026 |
| Vested Financial Planning, LLC | History | Added to | 42,647 | 2,285 | 1.53% | 1.68% | 88 | +643 | 1.53% | Q2 2026 | Aug 05, 2026 |
| Torren Management, LLC | History | Reduced | 41,194 | 2,207 | 1.12% | 3.06% | 89 | -75,971 | -64.84% | Q2 2026 | Jul 10, 2026 |
| CITIGROUP INC | History | Added to | 40,826 | 2,188 | 0.0% | 0.0% | 90 | +29,525 | 261.26% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,808 | 2,187 | 0.01% | 0.01% | 91 | +3,608 | 9.7% | Q2 2026 | Jul 28, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 40,202 | 2,132 | 0.65% | 0.29% | 92 | +23,671 | 143.19% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 37,825 | 2,027 | 0.01% | 0.01% | 93 | -2,623 | -6.48% | Q2 2026 | Aug 18, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 37,170 | 1,992 | 0.2% | 0.15% | 94 | +11,271 | 43.52% | Q2 2026 | Jul 28, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 34,159 | 1,813 | 0.48% | 0.31% | 95 | +14,178 | 70.96% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,137 | 1,726 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 30,275 | 1,622 | 0.02% | — | 97 | +30,275 | New | Q2 2026 | Jul 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 29,480 | 1,579 | 0.89% | 1.54% | 98 | -17,640 | -37.44% | Q2 2026 | Aug 07, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 26,290 | 1,409 | 1.07% | 0.68% | 99 | +10,870 | 70.49% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 20,368 | 1,067 | 0.06% | 0.07% | 100 | +3,594 | 21.43% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,485 | 1,044 | 0.05% | 0.05% | 101 | +4,833 | 32.99% | Q2 2026 | Aug 04, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 19,178 | 1,027 | 0.42% | 0.93% | 102 | -19,844 | -50.85% | Q2 2026 | Jul 16, 2026 |
| BWM Planning, LLC | History | No change | 17,628 | 944 | 0.22% | 0.24% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | New | 17,237 | 923 | 0.01% | — | 104 | +17,237 | New | Q2 2026 | Jul 22, 2026 |
| E-Wealth Partners, LLC | History | Reduced | 17,203 | 921 | 0.67% | 0.75% | 105 | -503 | -2.84% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,714 | 895 | 0.02% | 0.02% | 106 | -236 | -1.39% | Q2 2026 | Aug 13, 2026 |
| First Financial Group Corp | History | Added to | 14,600 | 782 | 0.57% | 0.28% | 107 | +7,950 | 119.55% | Q2 2026 | Jul 15, 2026 |
| BCM ADVISORS, LLC | History | New | 14,921 | 779 | 0.15% | — | 108 | +14,921 | New | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,114 | 756 | 0.02% | 0.02% | 109 | +530 | 3.9% | Q2 2026 | Jul 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,898 | 744 | 0.01% | 0.01% | 110 | +5,865 | 73.01% | Q2 2026 | Jul 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 13,410 | 718 | 0.12% | 0.14% | 111 | -370 | -2.69% | Q2 2026 | Aug 04, 2026 |
| Level Financial Advisors | History | Added to | 12,982 | 695 | 0.16% | 0.1% | 112 | +5,630 | 76.58% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,800 | 686 | 0.01% | 0.02% | 113 | +241 | 1.92% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 12,701 | 680 | 0.01% | 0.01% | 114 | +3,086 | 32.1% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,590 | 674 | 0.0% | 0.0% | 115 | +1,295 | 11.47% | Q2 2026 | Jul 20, 2026 |
| Stewardship Advisors, LLC | History | Added to | 12,270 | 657 | 0.14% | 0.14% | 116 | +513 | 4.36% | Q2 2026 | Jul 20, 2026 |
| Foundry Financial LLC | History | Added to | 11,830 | 634 | 0.21% | 0.25% | 117 | +451 | 3.96% | Q2 2026 | Jul 21, 2026 |
| Factor Wealth Management LTD | History | Added to | 11,500 | 616 | 0.09% | 0.09% | 118 | +1,924 | 20.09% | Q2 2026 | Jul 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,782 | 577 | 0.17% | 0.18% | 119 | +390 | 3.75% | Q2 2026 | Jul 29, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 10,719 | 574 | 0.1% | 0.11% | 120 | +637 | 6.32% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Added to | 10,454 | 560 | 0.06% | 0.2% | 121 | +6,167 | 143.85% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,303 | 552 | 0.0% | 0.01% | 122 | +537 | 5.5% | Q2 2026 | Aug 06, 2026 |
| LAM GROUP, INC. | History | Reduced | 10,205 | 546 | 0.27% | 0.36% | 123 | -2,460 | -19.42% | Q2 2026 | Jul 10, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 9,902 | 530 | 0.04% | 0.02% | 124 | +5,482 | 124.03% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,801 | 525 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 9,608 | 514 | 0.06% | 0.07% | 126 | -47 | -0.49% | Q2 2026 | Jul 27, 2026 |
| CSP Financial Group, LLC | History | Added to | 9,123 | 488 | 0.42% | 0.47% | 127 | +406 | 4.66% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,942 | 479 | 0.0% | 0.0% | 128 | -69 | -0.77% | Q2 2026 | Sep 08, 2026 |
| Aspire Private Capital, LLC | History | No change | 8,812 | 472 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | New | 8,660 | 464 | 0.01% | — | 130 | +8,660 | New | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 8,200 | 439 | 0.17% | 0.18% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,853 | 420 | 0.01% | 0.01% | 132 | -64 | -0.81% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,724 | 360 | 0.0% | 0.0% | 133 | +613 | 10.03% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | New | 6,627 | 355 | 0.02% | — | 134 | +6,627 | New | Q2 2026 | Jul 27, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,550 | 351 | 0.17% | 0.19% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,273 | 336 | 0.04% | 0.05% | 136 | +251 | 4.17% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 6,249 | 334 | 0.02% | — | 137 | +6,249 | New | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,088 | 326 | 0.0% | 0.0% | 138 | +1,227 | 25.24% | Q2 2026 | Jul 20, 2026 |
| Venture Visionary Partners LLC | History | New | 6,077 | 325 | 0.01% | — | 139 | +6,077 | New | Q2 2026 | Jul 27, 2026 |
| Oceanside Advisors LLC | History | No change | 5,901 | 316 | 0.16% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,761 | 308 | 0.23% | 0.24% | 141 | +550 | 10.55% | Q2 2026 | Jul 31, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,725 | 306 | 0.03% | 0.03% | 142 | +298 | 5.49% | Q2 2026 | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 5,681 | 304 | 0.13% | — | 145 | +5,681 | New | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,682 | 304 | 0.02% | 0.02% | 143 | +771 | 15.7% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,683 | 304 | 0.02% | 0.02% | 144 | +155 | 2.8% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,638 | 302 | 0.02% | 0.02% | 146 | +823 | 17.09% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,614 | 299 | 0.0% | — | 147 | +5,614 | New | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,562 | 298 | 0.0% | 0.0% | 148 | +504 | 9.96% | Q2 2026 | Aug 07, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,576 | 298 | 0.07% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 5,215 | 279 | 0.1% | 0.11% | 150 | +590 | 12.76% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | New | 4,958 | 265 | 0.02% | — | 152 | +4,958 | New | Q2 2026 | Aug 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 4,954 | 265 | 0.11% | 0.12% | 151 | -113 | -2.23% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | New | 4,854 | 260 | 0.0% | — | 153 | +4,854 | New | Q2 2026 | Aug 27, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 4,798 | 257 | 0.09% | 0.08% | 154 | +588 | 13.97% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | New | 4,619 | 247 | 0.0% | — | 155 | +4,619 | New | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,521 | 242 | 0.04% | 0.04% | 156 | +236 | 5.51% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | New | 4,299 | 225 | 0.0% | — | 159 | +4,299 | New | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,215 | 225 | 0.0% | — | 158 | +4,215 | New | Q2 2026 | Aug 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,299 | 225 | 0.0% | 0.0% | 157 | +114 | 2.72% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 4,123 | 220 | 0.0% | 0.0% | 161 | +1,452 | 54.36% | Q2 2026 | Aug 03, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,210 | 220 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | No change | 4,000 | 214 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | Reduced | 3,221 | 172 | 0.01% | 0.3% | 163 | -69,866 | -95.59% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 3,178 | 170 | 0.0% | 0.0% | 164 | +1,789 | 128.8% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | Added to | 3,044 | 163 | 0.01% | 0.38% | 165 | +494 | 19.37% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | New | 2,810 | 150 | 0.02% | — | 166 | +2,810 | New | Q2 2026 | Jul 27, 2026 |
| Millstone Evans Group, LLC | History | Added to | 2,703 | 144 | 0.08% | 0.08% | 167 | +76 | 2.89% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 2,662 | 139 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,045 | 109 | 0.01% | 0.0% | 169 | +1,740 | 570.49% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,904 | 102 | 0.0% | — | 170 | +1,904 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,608 | 86 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,225 | 65 | 0.01% | 0.01% | 172 | +379 | 44.8% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 758 | 40 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 630 | 33 | 0.01% | 0.01% | 174 | +6 | 0.96% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 289 | 15 | 0.0% | — | 176 | +289 | New | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | New | 281 | 15 | 0.0% | — | 177 | +281 | New | Q2 2026 | Jul 06, 2026 |
| MORGAN STANLEY | History | No change | 286 | 15 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Added to | 266 | 14 | 0.01% | 0.01% | 178 | +29 | 12.24% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 250 | 13 | 0.0% | 0.0% | 179 | -133 | -34.73% | Q2 2026 | Jul 08, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 201 | 10 | 0.0% | — | 180 | +201 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 175 | 9 | 0.0% | 0.0% | 181 | +46 | 35.66% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 126 | 6 | 0.0% | — | 182 | +126 | New | Q2 2026 | Aug 13, 2026 |
| Go Invest LLC | History | Added to | 28 | 1 | 0.0% | 0.0% | 183 | +5 | 21.74% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,412 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 2.09% | — | -38,825 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -19,338 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,256 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,256 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,710 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |