Dimensional ETF Trust - DFSE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AWM CAPITAL, LLC | History | Added to | 896,664 | 43,353 | 3.05% | 3.22% | 1 | +74,807 | 9.1% | Q3 2026 | Oct 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 673,453 | 32,918 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | Reduced | 576,712 | 27,872 | 0.76% | 0.82% | 3 | -17,427 | -2.93% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 569,426 | 27,833 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 493,358 | 23,853 | 2.3% | 2.56% | 5 | -35,328 | -6.68% | Q3 2026 | Nov 03, 2026 |
| Five Oceans Advisors | History | Reduced | 394,730 | 19,085 | 7.29% | 6.95% | 6 | -47,638 | -10.77% | Q3 2026 | Oct 22, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 375,640 | 18,162 | 2.05% | 1.63% | 7 | +57,743 | 18.16% | Q3 2026 | Nov 03, 2026 |
| Forum Financial Management, LP | History | Added to | 366,274 | 17,709 | 0.23% | 0.23% | 8 | +593 | 0.16% | Q3 2026 | Oct 16, 2026 |
| Citrine Capital LLC | History | Added to | 343,939 | 16,629 | 5.59% | 5.86% | 9 | +20,299 | 6.27% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 307,473 | 15,029 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 262,183 | 12,802 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Solution LLC | History | Added to | 254,157 | 12,288 | 2.71% | 5.53% | 12 | +176 | 0.07% | Q3 2026 | Oct 27, 2026 |
| Willow Creek Wealth Management Inc. | History | Added to | 225,438 | 10,899 | 0.72% | 0.64% | 13 | +24,870 | 12.4% | Q3 2026 | Oct 26, 2026 |
| Wealthspire Advisors, LLC | History | No change | 191,799 | 9,375 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | Added to | 161,939 | 7,829 | 0.62% | 0.6% | 15 | +6,949 | 4.48% | Q3 2026 | Nov 03, 2026 |
| Apella Capital, LLC | History | Added to | 149,864 | 7,277 | 0.09% | 0.07% | 16 | +46,868 | 45.5% | Q3 2026 | Oct 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 133,551 | 6,457 | 0.01% | — | 17 | +133,551 | New | Q3 2026 | Nov 05, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 119,716 | 5,788 | 0.25% | 0.27% | 18 | -6,533 | -5.17% | Q3 2026 | Oct 16, 2026 |
| Francis Financial, Inc. | History | No change | 109,210 | 5,338 | 0.87% | 0.87% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 104,452 | 5,105 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 96,606 | 4,670 | 0.08% | 0.08% | 21 | +5,458 | 5.99% | Q3 2026 | Nov 03, 2026 |
| SACHEM HILL LLC | History | Reduced | 95,984 | 4,640 | 0.82% | 1.07% | 22 | -27,027 | -21.97% | Q3 2026 | Oct 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 92,510 | 4,472 | 0.2% | 0.25% | 23 | +1,369 | 1.5% | Q3 2026 | Nov 05, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 85,277 | 4,123 | 1.69% | 1.6% | 24 | +8,180 | 10.61% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 84,065 | 4,109 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 81,686 | 3,992 | 2.49% | 2.49% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 82,269 | 3,977 | 0.63% | 0.61% | 27 | +3,724 | 4.74% | Q3 2026 | Oct 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 81,855 | 3,957 | 0.16% | 0.18% | 28 | -2,502 | -2.97% | Q3 2026 | Oct 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 72,657 | 3,551 | 0.63% | 0.63% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 74,232 | 3,546 | 0.01% | 0.01% | 30 | +7,698 | 11.57% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69,160 | 3,343 | 0.02% | 0.01% | 31 | +55,462 | 404.89% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 68,228 | 3,334 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | Added to | 66,185 | 3,200 | 0.2% | 0.19% | 33 | +3,892 | 6.25% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 65,090 | 3,181 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 63,340 | 3,096 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 62,021 | 2,998 | 0.05% | 0.05% | 36 | +2,572 | 4.33% | Q3 2026 | Oct 22, 2026 |
| New Capital Management LP | History | Reduced | 60,619 | 2,930 | 0.66% | 0.76% | 37 | -7,215 | -10.64% | Q3 2026 | Oct 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 59,016 | 2,884 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 57,647 | 2,787 | 0.58% | 0.58% | 39 | +2,443 | 4.43% | Q3 2026 | Oct 20, 2026 |
| Equita Financial Network, Inc. | History | Added to | 56,224 | 2,718 | 0.77% | 0.71% | 40 | +3,569 | 6.78% | Q3 2026 | Oct 19, 2026 |
| Clarity Wealth Development LLC | History | Added to | 55,039 | 2,661 | 1.5% | 0.91% | 41 | +21,412 | 63.68% | Q3 2026 | Oct 22, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 54,566 | 2,638 | 0.98% | 0.98% | 42 | +2,298 | 4.4% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 53,535 | 2,616 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Navigoe, LLC | History | No change | 54,019 | 2,611 | 1.35% | 1.38% | 44 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 50,694 | 2,477 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 49,725 | 2,430 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 47,706 | 2,306 | 0.29% | 0.29% | 47 | -180 | -0.38% | Q3 2026 | Oct 19, 2026 |
| Triune Financial Partners, LLC | History | Added to | 45,578 | 2,203 | 0.45% | 0.45% | 48 | +1,002 | 2.25% | Q3 2026 | Nov 03, 2026 |
| Simplicity Wealth,LLC | History | Added to | 40,589 | 1,962 | 0.06% | 0.06% | 49 | +2,880 | 7.64% | Q3 2026 | Oct 23, 2026 |
| Cordant, Inc. | History | No change | 38,343 | 1,874 | 0.68% | 0.68% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Planning Center, Inc. | History | No change | 35,784 | 1,749 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RW Investment Management LLC | History | Added to | 34,787 | 1,681 | 0.15% | 0.15% | 52 | +650 | 1.9% | Q3 2026 | Nov 03, 2026 |
| Longview Financial Advisors LLC | History | No change | 34,136 | 1,668 | 0.82% | 0.82% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Truepoint, Inc. | History | No change | 29,629 | 1,448 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Financial Group, LLC | History | No change | 28,925 | 1,413 | 0.45% | 0.44% | 55 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Betterment LLC | History | No change | 28,191 | 1,378 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 25,988 | 1,256 | 0.02% | 0.02% | 57 | -566 | -2.13% | Q3 2026 | Oct 15, 2026 |
| Burton Enright Welch | History | No change | 25,287 | 1,222 | 0.13% | 0.15% | 58 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | Added to | 25,212 | 1,219 | 0.74% | 0.83% | 59 | +673 | 2.74% | Q3 2026 | Oct 21, 2026 |
| BROWN ADVISORY INC | History | No change | 24,647 | 1,204 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 22,640 | 1,106 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 21,919 | 1,055 | 0.06% | 0.06% | 62 | +2,021 | 10.16% | Q3 2026 | Oct 21, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 21,269 | 1,039 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 20,467 | 1,000 | 0.24% | 0.24% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 20,649 | 998 | 0.48% | 0.5% | 65 | +670 | 3.35% | Q3 2026 | Oct 21, 2026 |
| SeedSafe Financial LLC | History | Reduced | 20,434 | 987 | 0.73% | 0.73% | 66 | -277 | -1.34% | Q3 2026 | Nov 02, 2026 |
| Aspen Capital Management, LLC | History | No change | 19,473 | 951 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 19,620 | 948 | 0.64% | 0.65% | 68 | -43 | -0.22% | Q3 2026 | Oct 22, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 19,577 | 946 | 0.01% | 0.01% | 70 | -556 | -2.76% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,359 | 946 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 19,287 | 932 | 0.34% | 0.37% | 71 | +148 | 0.77% | Q3 2026 | Oct 14, 2026 |
| MB Generational Wealth, LLC | History | No change | 18,883 | 922 | 0.45% | 0.45% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 18,472 | 893 | 0.24% | 0.25% | 73 | +111 | 0.6% | Q3 2026 | Oct 28, 2026 |
| NWAM LLC | History | No change | 18,260 | 892 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 18,164 | 878 | 0.74% | 0.67% | 75 | +1,966 | 12.14% | Q3 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,942 | 876 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,513 | 758 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 15,347 | 742 | 0.17% | 0.17% | 78 | +204 | 1.35% | Q3 2026 | Oct 27, 2026 |
| Foster Group, Inc. | History | Added to | 15,323 | 740 | 0.02% | 0.02% | 79 | +1,638 | 11.97% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,977 | 732 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,966 | 723 | 0.01% | 0.01% | 81 | +1,006 | 7.21% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 14,966 | 723 | 0.02% | 0.03% | 82 | +1,006 | 7.21% | Q3 2026 | Oct 21, 2026 |
| LPL Financial LLC | History | No change | 14,638 | 715 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,669 | 709 | 0.0% | 0.0% | 84 | +2,830 | 23.9% | Q3 2026 | Nov 02, 2026 |
| Northland Capital Management LLC | History | Reduced | 13,908 | 672 | 0.31% | 0.38% | 85 | -531 | -3.68% | Q3 2026 | Oct 15, 2026 |
| BetterWealth, LLC | History | Added to | 13,490 | 652 | 0.11% | 0.11% | 86 | +422 | 3.23% | Q3 2026 | Oct 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 13,461 | 650 | 0.08% | 0.07% | 87 | +911 | 7.26% | Q3 2026 | Oct 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 13,424 | 649 | 0.07% | 0.08% | 88 | -113 | -0.83% | Q3 2026 | Oct 13, 2026 |
| Syverson Strege & Co | History | Reduced | 13,334 | 644 | 0.14% | 0.14% | 89 | -29 | -0.22% | Q3 2026 | Nov 02, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 13,160 | 636 | 0.1% | 0.09% | 90 | +831 | 6.74% | Q3 2026 | Oct 20, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 12,907 | 624 | 0.21% | 0.22% | 91 | +18 | 0.14% | Q3 2026 | Oct 19, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 11,903 | 575 | 0.52% | 0.53% | 92 | -39 | -0.33% | Q3 2026 | Oct 23, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 11,680 | 564 | 0.26% | 0.24% | 93 | +1,672 | 16.71% | Q3 2026 | Oct 30, 2026 |
| Flagstone Financial Management | History | Added to | 11,567 | 559 | 0.12% | 0.13% | 94 | +22 | 0.19% | Q3 2026 | Nov 04, 2026 |
| Premier Financial Group | History | No change | 11,267 | 550 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Addison Advisors LLC | History | No change | 10,971 | 536 | 0.25% | 0.25% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 10,998 | 531 | 0.0% | 0.0% | 97 | +6,241 | 131.2% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,868 | 531 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 10,693 | 522 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,534 | 514 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,577 | 511 | 0.03% | 0.03% | 102 | -3 | -0.03% | Q3 2026 | Oct 28, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,455 | 511 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Midwest Trust Co | History | Added to | 10,485 | 506 | 0.01% | 0.01% | 103 | +280 | 2.74% | Q3 2026 | Oct 22, 2026 |
| Heck Capital Advisors, LLC | History | No change | 10,323 | 499 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,572 | 462 | 0.15% | 0.15% | 105 | +249 | 2.67% | Q3 2026 | Oct 19, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 9,552 | 461 | 0.04% | 0.05% | 106 | +52 | 0.55% | Q3 2026 | Oct 13, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 9,335 | 456 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 8,982 | 439 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 9,064 | 438 | 0.14% | 0.13% | 109 | +429 | 4.97% | Q3 2026 | Oct 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,248 | 433 | 0.02% | 0.02% | 110 | -69 | -0.74% | Q3 2026 | Oct 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 8,737 | 427 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Level Financial Advisors | History | Reduced | 8,682 | 419 | 0.09% | 0.09% | 112 | -33 | -0.38% | Q3 2026 | Oct 13, 2026 |
| von Borstel & Associates, Inc. | History | No change | 8,466 | 413 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,334 | 407 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 8,295 | 405 | 0.31% | 0.31% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 7,991 | 386 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,543 | 384 | 0.01% | 0.01% | 117 | +428 | 5.27% | Q3 2026 | Oct 26, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 7,831 | 378 | 0.13% | 0.11% | 118 | +1,157 | 17.34% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,022 | 343 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,890 | 333 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,728 | 325 | 0.12% | 0.1% | 121 | +1,325 | 24.52% | Q3 2026 | Oct 19, 2026 |
| Sellwood Investment Partners LLC | History | No change | 6,619 | 320 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| McGrath & Associates, Inc. | History | Added to | 6,613 | 319 | 0.36% | 0.42% | 123 | +9 | 0.14% | Q3 2026 | Oct 27, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 6,567 | 314 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,414 | 313 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 6,467 | 312 | 0.1% | 0.09% | 126 | +37 | 0.58% | Q3 2026 | Oct 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 6,416 | 310 | 0.03% | 0.02% | 127 | +765 | 13.54% | Q3 2026 | Oct 27, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 6,011 | 290 | 0.14% | 0.12% | 128 | +761 | 14.5% | Q3 2026 | Oct 21, 2026 |
| Private Advisor Group, LLC | History | No change | 5,874 | 287 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Plan, Inc. | History | No change | 5,853 | 286 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 5,887 | 284 | 0.07% | 0.07% | 131 | -432 | -6.84% | Q3 2026 | Oct 21, 2026 |
| Tanager Wealth Management LLP | History | No change | 5,845 | 282 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Donalies Financial Planning, LLC | History | No change | 5,640 | 272 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,793 | 270 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 5,539 | 270 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 5,462 | 264 | 0.17% | 0.17% | 136 | +54 | 1.0% | Q3 2026 | Nov 02, 2026 |
| DEFINE FINANCIAL, LLC | History | New | 5,442 | 263 | 0.11% | — | 137 | +5,442 | New | Q3 2026 | Oct 13, 2026 |
| United Wealth Management, LLC | History | Added to | 5,338 | 258 | 0.07% | 0.06% | 138 | +2 | 0.04% | Q3 2026 | Oct 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 5,199 | 254 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sensible Money, LLC | History | No change | 5,054 | 244 | 0.06% | 0.07% | 140 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Old Peak Finance LLC | History | Added to | 4,933 | 238 | 0.11% | 0.12% | 143 | +16 | 0.33% | Q3 2026 | Nov 02, 2026 |
| WPWealth LLP | History | No change | 4,884 | 238 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4,941 | 238 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,648 | 224 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RHS Financial, LLC | History | Reduced | 4,584 | 221 | 0.07% | 0.12% | 145 | -1,701 | -27.06% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,504 | 217 | 0.02% | 0.02% | 146 | +276 | 6.53% | Q3 2026 | Oct 20, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 4,414 | 213 | 0.18% | 0.16% | 147 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Envision Financial Planning, LLC | History | No change | 4,341 | 212 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | Added to | 4,269 | 206 | 0.07% | 0.07% | 149 | +28 | 0.66% | Q3 2026 | Oct 26, 2026 |
| Clear Creek Financial Management, LLC | History | New | 4,228 | 204 | 0.02% | — | 150 | +4,228 | New | Q3 2026 | Oct 28, 2026 |
| Geometric Wealth Advisors | History | No change | 4,145 | 202 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 4,117 | 201 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 3,984 | 194 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,111 | 152 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,799 | 137 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,733 | 133 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,474 | 119 | 0.01% | 0.01% | 157 | +17 | 0.69% | Q3 2026 | Oct 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,377 | 116 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 1,893 | 92 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| American Capital Advisory, LLC | History | No change | 1,867 | 90 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,797 | 86 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,771 | 86 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,668 | 80 | 0.04% | 0.04% | 163 | +12 | 0.72% | Q3 2026 | Oct 13, 2026 |
| WealthCollab, LLC | History | No change | 1,467 | 71 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,443 | 69 | 0.03% | 0.03% | 166 | +32 | 2.27% | Q3 2026 | Oct 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,447 | 69 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kennebec Savings Bank | History | Added to | 1,179 | 57 | 0.05% | 0.05% | 167 | +12 | 1.03% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,176 | 56 | 0.0% | 0.0% | 168 | -857 | -42.15% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,003 | 48 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 800 | 39 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blume Capital Management, Inc. | History | No change | 800 | 38 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 37 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 707 | 34 | 0.01% | 0.01% | 174 | +340 | 92.64% | Q3 2026 | Oct 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 720 | 34 | 0.0% | 0.0% | 173 | +245 | 51.58% | Q3 2026 | Nov 03, 2026 |
| Concord Wealth Partners | History | Added to | 548 | 26 | 0.0% | 0.0% | 175 | +4 | 0.74% | Q3 2026 | Oct 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 472 | 22 | 0.01% | 0.01% | 177 | +4 | 0.85% | Q3 2026 | Oct 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 454 | 22 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 420 | 20 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burk Holdings LLC | History | Added to | 372 | 17 | 0.01% | 0.01% | 179 | +3 | 0.81% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 280 | 13 | 0.0% | 0.0% | 182 | +1 | 0.36% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 281 | 13 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 287 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Seneschal Advisors, LLC | History | No change | 228 | 11 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 119 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | No change | 26 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,173 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,126 | -100.0% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -824 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2026 | Nov 04, 2026 |