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 | 2,570,092 | 131,857 | 1.67% | 1.7% | 1 | +310,542 | 13.74% | Q3 2026 | Oct 08, 2026 |
| Planning Center, Inc. | History | No change | 1,595,524 | 85,511 | 8.07% | 8.07% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 1,190,958 | 60,903 | 13.14% | 11.31% | 3 | +238,478 | 25.04% | Q3 2026 | Oct 27, 2026 |
| United Wealth Management, LLC | History | Added to | 693,643 | 35,471 | 9.39% | 8.15% | 4 | +17,579 | 2.6% | Q3 2026 | Oct 30, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 660,685 | 35,409 | 3.61% | 3.61% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 690,153 | 35,293 | 7.94% | 7.9% | 6 | +54,513 | 8.58% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 594,298 | 31,851 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 552,713 | 28,264 | 8.0% | 7.32% | 8 | +65,744 | 13.5% | Q3 2026 | Oct 14, 2026 |
| BCM ADVISORS, LLC | History | Added to | 502,353 | 25,970 | 5.05% | 0.15% | 9 | +487,432 | 3266.75% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 468,562 | 25,112 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 467,359 | 25,048 | 6.55% | 6.55% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verisail Partners, LLC | History | Added to | 470,744 | 24,073 | 8.91% | 8.96% | 12 | +19,801 | 4.39% | Q3 2026 | Oct 19, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 437,236 | 22,359 | 2.35% | 1.23% | 13 | +214,818 | 96.58% | Q3 2026 | Oct 29, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 387,348 | 20,324 | 2.54% | 2.54% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equita Financial Network, Inc. | History | Added to | 392,612 | 20,077 | 5.68% | 5.44% | 15 | +26,746 | 7.31% | Q3 2026 | Oct 19, 2026 |
| Eaton-Cambridge Inc. | History | No change | 372,058 | 19,940 | 5.6% | 5.6% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mattern Wealth Management LLC | History | Added to | 386,380 | 19,758 | 3.21% | 3.38% | 17 | +2,001 | 0.52% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 334,133 | 17,907 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 342,934 | 17,537 | 0.77% | 1.81% | 19 | -436,092 | -55.98% | Q3 2026 | Oct 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 340,781 | 17,427 | 0.53% | 0.43% | 20 | +86,395 | 33.96% | Q3 2026 | Oct 29, 2026 |
| GeoWealth Management, LLC | History | No change | 316,735 | 16,975 | 0.53% | 0.53% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 328,475 | 16,797 | 0.32% | 0.35% | 22 | -8,539 | -2.53% | Q3 2026 | Nov 04, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 310,477 | 16,639 | 2.76% | 2.76% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 322,720 | 16,503 | 0.03% | 0.03% | 24 | +43,645 | 15.64% | Q3 2026 | Oct 21, 2026 |
| JMG Financial Group, Ltd. | History | No change | 288,905 | 15,483 | 0.37% | 0.37% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 287,453 | 15,405 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Wealth Development LLC | History | Added to | 295,919 | 15,132 | 8.55% | 6.54% | 27 | +76,032 | 34.58% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | No change | 274,405 | 14,704 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 272,457 | 14,602 | 0.91% | 0.91% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 271,081 | 14,528 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 270,512 | 14,498 | 2.33% | 2.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 274,830 | 14,054 | 6.54% | 6.66% | 32 | +16,930 | 6.56% | Q3 2026 | Oct 30, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 273,971 | 14,010 | 7.79% | 7.79% | 33 | +9,067 | 3.42% | Q3 2026 | Oct 13, 2026 |
| Yardley Wealth Management LLC | History | Added to | 270,580 | 13,837 | 6.04% | 6.16% | 34 | +17,587 | 6.95% | Q3 2026 | Oct 23, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 263,676 | 13,795 | 3.71% | 3.71% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 264,225 | 13,512 | 1.92% | 5.63% | 36 | -474,738 | -64.24% | Q3 2026 | Oct 08, 2026 |
| SageOak Financial, LLC | History | Added to | 262,945 | 13,446 | 8.75% | 8.6% | 37 | +16,213 | 6.57% | Q3 2026 | Oct 19, 2026 |
| Johnson Wealth Management, LLC | History | No change | 243,427 | 13,046 | 5.53% | 5.53% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | Added to | 235,536 | 12,044 | 7.33% | 7.67% | 39 | +28,936 | 14.01% | Q3 2026 | Oct 21, 2026 |
| E6 Portfolios, LLC | History | Added to | 218,924 | 11,195 | 8.46% | 7.97% | 40 | +32,819 | 17.63% | Q3 2026 | Oct 23, 2026 |
| AA Financial Advisors, LLC | History | Added to | 212,031 | 10,842 | 1.29% | 0.98% | 41 | +60,233 | 39.68% | Q3 2026 | Oct 19, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 196,295 | 10,520 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 193,410 | 10,365 | 3.63% | 3.63% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 198,896 | 10,171 | 0.5% | 0.5% | 44 | +10,331 | 5.48% | Q3 2026 | Oct 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 170,910 | 9,159 | 0.33% | 0.33% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 145,346 | 7,789 | 3.97% | 3.97% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 147,445 | 7,540 | 0.05% | 0.04% | 47 | +16,519 | 12.62% | Q3 2026 | Oct 26, 2026 |
| Burton Enright Welch | History | New | 137,165 | 7,014 | 0.75% | — | 48 | +137,165 | New | Q3 2026 | Nov 03, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 134,882 | 6,897 | 2.74% | 2.54% | 49 | +32,790 | 32.12% | Q3 2026 | Oct 28, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 117,800 | 6,024 | 4.05% | 4.35% | 50 | +20,733 | 21.36% | Q3 2026 | Oct 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 114,006 | 5,830 | 6.67% | 4.49% | 51 | -243,022 | -68.07% | Q3 2026 | Oct 26, 2026 |
| Betterment LLC | History | No change | 107,366 | 5,754 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 105,751 | 5,667 | 1.73% | 1.73% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 108,491 | 5,548 | 0.33% | 0.35% | 54 | +4,647 | 4.47% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 99,867 | 5,352 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 103,647 | 5,300 | 0.53% | 0.57% | 56 | -3,297 | -3.08% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 103,031 | 5,268 | 0.04% | 0.05% | 57 | -8,481 | -7.61% | Q3 2026 | Oct 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 96,675 | 4,943 | 0.21% | 0.17% | 58 | +17,198 | 21.64% | Q3 2026 | Nov 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 92,181 | 4,940 | 2.68% | 2.68% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,309 | 4,925 | 0.01% | 0.0% | 60 | +24,139 | 33.45% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 91,577 | 4,907 | 2.94% | 2.94% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,005 | 4,858 | 0.01% | 0.01% | 62 | +14,124 | 17.46% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 90,507 | 4,850 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 87,479 | 4,688 | 2.52% | 2.52% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 91,003 | 4,653 | 1.2% | 1.49% | 65 | -21,205 | -18.9% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,514 | 4,475 | 0.01% | 0.01% | 66 | +46,706 | 114.45% | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 82,777 | 4,436 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 81,393 | 4,162 | 2.65% | 2.59% | 68 | +4,885 | 6.38% | Q3 2026 | Nov 05, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 79,980 | 4,090 | 2.54% | 1.62% | 69 | +1,338 | 1.7% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,804 | 3,774 | 0.01% | 0.01% | 70 | -756 | -1.01% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 70,141 | 3,759 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 69,354 | 3,717 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | No change | 68,806 | 3,687 | 1.6% | 1.6% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 69,681 | 3,563 | 0.1% | 0.1% | 74 | +15,598 | 28.84% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 66,142 | 3,544 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | Added to | 67,430 | 3,448 | 1.41% | 1.47% | 76 | +2,491 | 3.84% | Q3 2026 | Oct 23, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 67,414 | 3,447 | 1.04% | 0.65% | 77 | +27,212 | 67.69% | Q3 2026 | Oct 19, 2026 |
| McCartney Wealth Management LLC | History | No change | 63,426 | 3,399 | 2.58% | 2.58% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 61,411 | 3,291 | 2.06% | 2.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 63,246 | 3,234 | 0.1% | 0.09% | 80 | +10,033 | 18.85% | Q3 2026 | Oct 23, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 59,360 | 3,181 | 2.12% | 2.12% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,829 | 3,161 | 0.03% | 0.02% | 82 | +31,554 | 104.22% | Q3 2026 | Oct 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 55,520 | 2,975 | 0.29% | 0.29% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 53,887 | 2,888 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 53,193 | 2,850 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 52,959 | 2,838 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 3 FACTOR INDEXING, LLC | History | Reduced | 53,667 | 2,744 | 2.27% | 2.55% | 87 | -2,456 | -4.38% | Q3 2026 | Oct 15, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 52,461 | 2,682 | 0.9% | 0.87% | 88 | +4,917 | 10.34% | Q3 2026 | Oct 28, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 49,733 | 2,543 | 1.03% | 0.42% | 89 | +30,555 | 159.32% | Q3 2026 | Oct 26, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 49,360 | 2,524 | 1.86% | 1.8% | 90 | +3,886 | 8.55% | Q3 2026 | Oct 19, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 47,652 | 2,462 | 0.57% | 0.48% | 91 | +13,493 | 39.5% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 47,795 | 2,444 | 0.08% | 0.08% | 92 | +2,723 | 6.04% | Q3 2026 | Nov 04, 2026 |
| Vested Financial Planning, LLC | History | Added to | 46,716 | 2,388 | 1.67% | 1.53% | 93 | +4,069 | 9.54% | Q3 2026 | Oct 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 46,483 | 2,377 | 0.23% | 0.2% | 94 | +9,313 | 25.06% | Q3 2026 | Oct 27, 2026 |
| Outbound Financial Inc | History | Added to | 46,337 | 2,369 | 1.51% | 1.57% | 95 | +964 | 2.12% | Q3 2026 | Oct 13, 2026 |
| Level Financial Advisors | History | Added to | 44,317 | 2,266 | 0.5% | 0.16% | 96 | +31,335 | 241.37% | Q3 2026 | Oct 13, 2026 |
| Spectrum Advisors, Inc. | History | Reduced | 43,995 | 2,249 | 1.58% | 2.54% | 97 | -23,152 | -34.48% | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Added to | 43,037 | 2,200 | 0.0% | 0.0% | 98 | +2,211 | 5.42% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 40,722 | 2,082 | 0.02% | 0.01% | 99 | +23,485 | 136.25% | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,825 | 2,027 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Torren Management, LLC | History | Reduced | 35,523 | 1,816 | 0.9% | 1.12% | 101 | -5,671 | -13.77% | Q3 2026 | Oct 29, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 34,851 | 1,782 | 0.07% | — | 102 | +34,851 | New | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,137 | 1,726 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 32,230 | 1,648 | 1.32% | 1.07% | 104 | +5,940 | 22.59% | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 28,284 | 1,446 | 0.0% | — | 105 | +28,284 | New | Q3 2026 | Nov 05, 2026 |
| CSP Financial Group, LLC | History | Added to | 23,461 | 1,199 | 1.21% | 0.42% | 106 | +14,338 | 157.16% | Q3 2026 | Oct 26, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 23,444 | 1,198 | 0.07% | 0.06% | 107 | +3,076 | 15.1% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,993 | 1,136 | 0.01% | 0.01% | 108 | +8,095 | 58.25% | Q3 2026 | Nov 04, 2026 |
| REAP Financial Group, LLC | History | Added to | 20,706 | 1,058 | 0.17% | 0.12% | 109 | +7,296 | 54.41% | Q3 2026 | Nov 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,201 | 1,033 | 0.05% | 0.05% | 110 | +716 | 3.67% | Q3 2026 | Oct 13, 2026 |
| BWM Planning, LLC | History | No change | 17,628 | 944 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| E-Wealth Partners, LLC | History | No change | 17,203 | 921 | 0.67% | 0.67% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Financial Group Corp | History | Added to | 17,860 | 913 | 0.7% | 0.57% | 113 | +3,260 | 22.33% | Q3 2026 | Oct 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,714 | 895 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 17,492 | 894 | 0.49% | 0.89% | 115 | -11,988 | -40.66% | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,333 | 784 | 0.02% | 0.01% | 116 | +2,533 | 19.79% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 14,108 | 721 | 0.02% | 0.02% | 117 | -6 | -0.04% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,701 | 680 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,590 | 674 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 12,858 | 657 | 0.14% | 0.14% | 120 | +588 | 4.79% | Q3 2026 | Oct 20, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 12,746 | 651 | 0.05% | 0.04% | 121 | +2,844 | 28.72% | Q3 2026 | Oct 22, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 11,780 | 602 | 0.17% | 0.17% | 122 | +998 | 9.26% | Q3 2026 | Oct 21, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 11,447 | 585 | 0.12% | 0.1% | 123 | +728 | 6.79% | Q3 2026 | Oct 23, 2026 |
| Foundry Financial LLC | History | Reduced | 11,308 | 578 | 0.18% | 0.21% | 124 | -522 | -4.41% | Q3 2026 | Oct 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,454 | 560 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 10,803 | 552 | 0.08% | 0.09% | 127 | -697 | -6.06% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,303 | 552 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | New | 10,553 | 542 | 0.01% | — | 128 | +10,553 | New | Q3 2026 | Oct 13, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,501 | 537 | 0.11% | 0.1% | 129 | +1,689 | 19.17% | Q3 2026 | Nov 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 9,608 | 514 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,801 | 501 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Added to | 9,759 | 499 | 0.01% | 0.01% | 132 | +1,906 | 24.27% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,942 | 479 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,660 | 464 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 8,460 | 432 | 0.22% | 0.27% | 135 | -1,745 | -17.1% | Q3 2026 | Oct 26, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 8,200 | 419 | 0.16% | 0.17% | 136 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,635 | 390 | 0.03% | 0.02% | 137 | +1,008 | 15.21% | Q3 2026 | Oct 28, 2026 |
| Amicus Financial Advisors, LLC | History | New | 7,327 | 374 | 0.1% | — | 138 | +7,327 | New | Q3 2026 | Nov 03, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,550 | 351 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Venture Visionary Partners LLC | History | Added to | 6,806 | 348 | 0.01% | 0.01% | 140 | +729 | 12.0% | Q3 2026 | Oct 07, 2026 |
| International Private Wealth Advisors LLC | History | New | 6,774 | 346 | 0.14% | — | 141 | +6,774 | New | Q3 2026 | Nov 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,436 | 329 | 0.04% | 0.04% | 142 | +163 | 2.6% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 6,088 | 326 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,682 | 304 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 5,681 | 304 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,638 | 302 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oceanside Advisors LLC | History | No change | 5,901 | 301 | 0.18% | 0.16% | 147 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,562 | 298 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,764 | 294 | 0.01% | 0.02% | 149 | +81 | 1.43% | Q3 2026 | Oct 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 5,708 | 291 | 0.03% | 0.03% | 150 | -17 | -0.3% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,631 | 289 | 0.0% | 0.0% | 151 | +17 | 0.3% | Q3 2026 | Oct 13, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 5,635 | 288 | 0.2% | 0.23% | 152 | -126 | -2.19% | Q3 2026 | Nov 05, 2026 |
| Concord Wealth Partners | History | Added to | 5,593 | 286 | 0.03% | 0.02% | 153 | +2,783 | 99.04% | Q3 2026 | Oct 30, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 5,215 | 279 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Financial, LLC | History | New | 5,266 | 269 | 0.03% | — | 155 | +5,266 | New | Q3 2026 | Oct 23, 2026 |
| Inspire Advisors, LLC | History | No change | 4,958 | 265 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 4,954 | 265 | 0.11% | 0.11% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 4,854 | 260 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HRT FINANCIAL LP | History | No change | 4,619 | 247 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams & Novak Wealth Management, LLC | History | New | 4,758 | 243 | 0.14% | — | 160 | +4,758 | New | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 4,607 | 238 | 0.0% | 0.0% | 161 | +308 | 7.16% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,607 | 238 | 0.0% | 0.0% | 162 | +308 | 7.16% | Q3 2026 | Oct 20, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,549 | 232 | 0.04% | 0.04% | 163 | +28 | 0.62% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,215 | 225 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,333 | 221 | 0.01% | 0.02% | 165 | -1,916 | -30.66% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 4,123 | 220 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,249 | 217 | 0.05% | 0.07% | 167 | -1,327 | -23.8% | Q3 2026 | Oct 19, 2026 |
| Tillman Hartley LLC | History | No change | 4,000 | 214 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | No change | 3,221 | 172 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,335 | 170 | 0.01% | 0.01% | 170 | +1,290 | 63.08% | Q3 2026 | Oct 20, 2026 |
| UBS Group AG | History | No change | 3,178 | 170 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 3,044 | 163 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,703 | 144 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,904 | 102 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 1,841 | 94 | 0.0% | — | 175 | +1,841 | New | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,608 | 86 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,225 | 65 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 758 | 40 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 688 | 35 | 0.02% | — | 179 | +688 | New | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Added to | 682 | 34 | 0.01% | 0.01% | 180 | +52 | 8.25% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | New | 495 | 25 | 0.0% | — | 181 | +495 | New | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 286 | 15 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 289 | 14 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 281 | 14 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Kilter Group LLC | History | No change | 266 | 14 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 250 | 13 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 201 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 175 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 133 | 6 | 0.0% | 0.0% | 189 | +7 | 5.56% | Q3 2026 | Nov 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,724 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TCFG Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,798 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |