Dimensional ETF Trust - DGCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | History | No change | 1,541,232 | 84,259 | 0.79% | 0.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,450,253 | 75,277 | 7.9% | 7.55% | 2 | +107,919 | 8.04% | Q3 2026 | Oct 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 990,203 | 54,134 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 907,409 | 47,100 | 1.44% | 1.55% | 4 | +1,756 | 0.19% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 819,826 | 44,819 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 631,238 | 32,765 | 5.22% | 4.79% | 6 | +59,742 | 10.45% | Q3 2026 | Oct 20, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 458,254 | 25,071 | 7.95% | 7.95% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 386,625 | 21,136 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 403,654 | 20,952 | 7.0% | 7.13% | 9 | +21,363 | 5.59% | Q3 2026 | Oct 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 351,603 | 19,222 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 316,126 | 17,282 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRAVO BAY LLC | History | No change | 309,509 | 16,920 | 5.86% | 5.86% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 306,515 | 16,757 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 321,181 | 16,671 | 1.66% | 1.74% | 14 | -1,254 | -0.39% | Q3 2026 | Oct 15, 2026 |
| RFG Advisory, LLC | History | Added to | 302,525 | 15,703 | 0.22% | 0.24% | 15 | +17,084 | 5.99% | Q3 2026 | Nov 03, 2026 |
| Mattern Wealth Management LLC | History | Added to | 279,066 | 14,485 | 2.35% | 2.47% | 16 | +3,870 | 1.41% | Q3 2026 | Nov 04, 2026 |
| Apella Capital, LLC | History | Added to | 251,933 | 13,124 | 0.17% | 0.13% | 17 | +87,868 | 53.56% | Q3 2026 | Oct 08, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 240,643 | 12,490 | 1.49% | 2.11% | 18 | -80,507 | -25.07% | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 230,050 | 11,941 | 0.07% | 0.06% | 19 | +40,239 | 21.2% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 225,081 | 11,683 | 0.02% | 0.02% | 20 | -7,647 | -3.29% | Q3 2026 | Nov 02, 2026 |
| IMA Advisory Services, Inc. | History | No change | 201,876 | 11,036 | 0.69% | 0.69% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 199,814 | 10,923 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 188,195 | 10,288 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 175,871 | 9,615 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 175,340 | 9,585 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| E-Wealth Partners, LLC | History | No change | 174,700 | 9,550 | 6.9% | 6.9% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Outbound Financial Inc | History | Added to | 181,663 | 9,429 | 6.0% | 6.2% | 27 | +6,677 | 3.82% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 175,514 | 9,110 | 0.06% | 0.04% | 28 | +88,445 | 101.58% | Q3 2026 | Oct 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 159,445 | 8,276 | 0.41% | 0.4% | 29 | +11,124 | 7.5% | Q3 2026 | Oct 14, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | Added to | 151,077 | 7,841 | 4.77% | 4.78% | 30 | +24,787 | 19.63% | Q3 2026 | Oct 21, 2026 |
| SageOak Financial, LLC | History | Added to | 146,606 | 7,609 | 4.95% | 4.95% | 31 | +7,485 | 5.38% | Q3 2026 | Oct 19, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 141,929 | 7,367 | 0.21% | 0.21% | 32 | +4,436 | 3.23% | Q3 2026 | Oct 13, 2026 |
| CSP Financial Group, LLC | History | Added to | 141,481 | 7,343 | 7.4% | 4.76% | 33 | +39,354 | 38.53% | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 129,317 | 6,712 | 0.02% | 0.02% | 34 | +9,264 | 7.72% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Added to | 122,354 | 6,350 | 0.0% | 0.0% | 35 | +6,347 | 5.47% | Q3 2026 | Nov 04, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 111,763 | 6,110 | 3.28% | 3.28% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vantage Point Financial LLC | History | No change | 104,528 | 5,714 | 1.74% | 1.74% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APS Management Group, Inc. | History | Reduced | 96,585 | 5,013 | 3.6% | 5.84% | 38 | -42,527 | -30.57% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 89,737 | 4,905 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,983 | 4,826 | 0.01% | 0.01% | 40 | +15,175 | 19.5% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 83,013 | 4,538 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Index Fund Advisors, Inc. | History | No change | 80,308 | 4,390 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 66,714 | 3,647 | 1.98% | 1.98% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 62,731 | 3,429 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 61,927 | 3,385 | 0.54% | 0.54% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 61,067 | 3,338 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 62,400 | 3,238 | 2.18% | 2.2% | 47 | +14,357 | 29.88% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 59,188 | 3,236 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 53,974 | 2,950 | 1.3% | 1.3% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 50,999 | 2,788 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 49,935 | 2,737 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 49,364 | 2,698 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,565 | 2,625 | 0.01% | 0.01% | 53 | +4,619 | 10.05% | Q3 2026 | Nov 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,546 | 2,623 | 0.08% | 0.08% | 54 | +8,508 | 20.24% | Q3 2026 | Oct 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 48,435 | 2,514 | 0.07% | 0.1% | 55 | -19,661 | -28.87% | Q3 2026 | Oct 07, 2026 |
| Cerity Partners LLC | History | No change | 43,896 | 2,399 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 42,645 | 2,331 | 1.46% | 1.46% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 40,712 | 2,226 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 41,431 | 2,150 | 0.06% | 0.07% | 59 | +3,698 | 9.8% | Q3 2026 | Oct 23, 2026 |
| GeoWealth Management, LLC | History | No change | 37,878 | 2,070 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Two West Capital Advisors LLC | History | Added to | 39,304 | 2,042 | 1.01% | 0.97% | 61 | +3,274 | 9.09% | Q3 2026 | Oct 15, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 37,743 | 1,959 | 0.67% | 0.92% | 62 | -12,171 | -24.38% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 36,781 | 1,909 | 0.06% | 0.06% | 63 | +2,526 | 7.37% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,290 | 1,879 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 35,254 | 1,829 | 0.09% | 0.09% | 65 | +1,903 | 5.71% | Q3 2026 | Oct 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 33,952 | 1,762 | 0.1% | 0.1% | 66 | +2,264 | 7.14% | Q3 2026 | Oct 26, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 30,345 | 1,594 | 0.37% | 0.28% | 67 | +10,439 | 52.44% | Q3 2026 | Oct 16, 2026 |
| Savvy Advisors, Inc. | History | No change | 27,411 | 1,498 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,814 | 1,495 | 0.02% | 0.01% | 69 | +15,394 | 114.71% | Q3 2026 | Oct 30, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 25,908 | 1,416 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 26,672 | 1,384 | 0.86% | 0.53% | 71 | +1,552 | 6.18% | Q3 2026 | Oct 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 26,555 | 1,378 | 0.37% | 0.33% | 72 | +1,240 | 4.9% | Q3 2026 | Oct 09, 2026 |
| Meredith Wealth Planning | History | Reduced | 24,764 | 1,285 | 0.32% | 0.51% | 73 | -14,641 | -37.16% | Q3 2026 | Oct 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 23,266 | 1,271 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 21,982 | 1,202 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,527 | 958 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 17,949 | 943 | 0.01% | 0.01% | 77 | +1,921 | 11.99% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,949 | 943 | 0.01% | 0.01% | 78 | +1,921 | 11.99% | Q3 2026 | Oct 20, 2026 |
| Composition Wealth, LLC | History | No change | 16,018 | 875 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 16,463 | 854 | 0.27% | 0.25% | 80 | +2,180 | 15.26% | Q3 2026 | Oct 14, 2026 |
| Quadrature Capital Ltd | History | No change | 14,937 | 816 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 15,212 | 789 | 0.2% | 0.21% | 82 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,445 | 749 | 0.02% | 0.01% | 83 | +3,054 | 26.81% | Q3 2026 | Nov 02, 2026 |
| Altman Advisors, Inc. | History | No change | 12,608 | 689 | 0.25% | 0.25% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XY Planning Network, Inc. | History | Added to | 13,082 | 679 | 0.07% | 0.05% | 85 | +6,259 | 91.73% | Q3 2026 | Oct 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 12,408 | 678 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,242 | 614 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | No change | 10,975 | 600 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 10,781 | 589 | 0.32% | 0.32% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 11,025 | 572 | 0.46% | 0.38% | 90 | +1,900 | 20.82% | Q3 2026 | Nov 04, 2026 |
| CHOREO, LLC | History | Added to | 10,813 | 561 | 0.01% | 0.01% | 91 | +1,080 | 11.1% | Q3 2026 | Oct 28, 2026 |
| Foundry Financial LLC | History | Reduced | 10,644 | 552 | 0.17% | 0.26% | 92 | -3,424 | -24.34% | Q3 2026 | Oct 16, 2026 |
| Apollon Financial, LLC | History | Added to | 10,323 | 535 | 0.06% | 0.04% | 93 | +3,836 | 59.13% | Q3 2026 | Oct 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 9,446 | 516 | 0.37% | 0.37% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 9,403 | 514 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Austin Asset Management Co Inc | History | Added to | 9,887 | 513 | 0.07% | 0.03% | 96 | +5,947 | 150.94% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 8,994 | 491 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 9,454 | 490 | 0.14% | 0.22% | 98 | -3,630 | -27.74% | Q3 2026 | Oct 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,941 | 488 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,532 | 466 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 7,987 | 414 | 0.24% | 0.22% | 101 | +1,873 | 30.63% | Q3 2026 | Oct 09, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 7,960 | 413 | 0.1% | 0.06% | 102 | +2,999 | 60.45% | Q3 2026 | Oct 21, 2026 |
| Prospera Financial Services Inc | History | New | 7,767 | 408 | 0.01% | — | 103 | +7,767 | New | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,198 | 393 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 7,496 | 389 | 0.11% | 0.11% | 105 | +594 | 8.61% | Q3 2026 | Oct 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 7,124 | 389 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Spectrum Advisors, Inc. | History | New | 7,478 | 388 | 0.27% | — | 107 | +7,478 | New | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 6,926 | 378 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 7,196 | 373 | 0.09% | 0.12% | 109 | -1,902 | -20.91% | Q3 2026 | Oct 19, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,796 | 352 | 0.15% | 0.15% | 110 | +104 | 1.55% | Q3 2026 | Oct 27, 2026 |
| Concord Wealth Partners | History | Reduced | 6,179 | 320 | 0.04% | 0.04% | 111 | -488 | -7.32% | Q3 2026 | Oct 30, 2026 |
| HB Wealth Management, LLC | History | New | 5,611 | 291 | 0.0% | — | 112 | +5,611 | New | Q3 2026 | Oct 23, 2026 |
| Krilogy Financial LLC | History | New | 5,468 | 285 | 0.01% | — | 113 | +5,468 | New | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,185 | 283 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abel Hall, LLC | History | Reduced | 5,018 | 260 | 0.05% | 0.06% | 116 | -1,729 | -25.63% | Q3 2026 | Oct 19, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,763 | 260 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,688 | 243 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NWAM LLC | History | No change | 4,396 | 240 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,349 | 237 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,492 | 234 | 0.0% | — | 120 | +4,492 | New | Q3 2026 | Oct 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | New | 4,300 | 223 | 0.12% | — | 121 | +4,300 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 4,046 | 221 | 0.09% | 0.09% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 4,180 | 216 | 0.14% | 0.22% | 123 | -1,847 | -30.65% | Q3 2026 | Oct 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,942 | 215 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 3,773 | 195 | 0.01% | 0.01% | 125 | +2,308 | 157.54% | Q3 2026 | Oct 22, 2026 |
| IFG Advisory, LLC | History | No change | 2,426 | 132 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 2,262 | 117 | 0.01% | — | 127 | +2,262 | New | Q3 2026 | Nov 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,124 | 116 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 2,094 | 108 | 0.0% | 0.0% | 129 | +1,352 | 182.21% | Q3 2026 | Oct 16, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,510 | 82 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,134 | 61 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,117 | 57 | 0.0% | 0.0% | 132 | +17 | 1.55% | Q3 2026 | Oct 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,116 | 57 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| City State Bank | History | No change | 1,000 | 51 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | Added to | 377 | 19 | 0.0% | 0.0% | 135 | +98 | 35.13% | Q3 2026 | Oct 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 235 | 12 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 209 | 11 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 150 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,457 | -100.0% | Q3 2026 | Oct 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |