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Dimensional US Small Cap VAL (DFSV)

CUSIP: 25239Y170 | NYSE | 211 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

Mather Group, Llc.6,694,849
2.1% of portfolio›$250.9M
Modera Wealth Management, LLC3,031,067
1.2% of portfolio›$113.6M
Creative Planning2,130,124
0.0% of portfolio›$79.8M
Arista Wealth Management, LLC2,100,853
8.4% of portfolio›$78.7M
Wealth Enhancement Advisory Services, LLC1,331,117
0.1% of portfolio›$50.7M
DiNuzzo Private Wealth, Inc.1,297,318
4.8% of portfolio›$48.6M
Stordahl Capital Management, Inc.912,709
6.3% of portfolio›$34.2M
Hassell Wealth Management, LLC783,516
8.8% of portfolio›$29.4M
Park Avenue Securities LLC742,946
0.5% of portfolio›$27.8M
Integrity Advisory Solutions, LLC703,722
2.8% of portfolio›$26.4M
Factor Wealth Management LTD663,113
3.8% of portfolio›$24.8M
Retirement Solution LLC654,275
5.4% of portfolio›$24.5M
Integris Wealth Management, LLC637,888
4.6% of portfolio›$23.9M
Chicago Partners Investment Group LLC621,335
0.4% of portfolio›$24.1M
Wealth Dimensions Group, Ltd.618,332
3.9% of portfolio›$23.2M
Commonwealth Equity Services, LLC589,931
0.0% of portfolio›$22.1M
Wealth Advisors Northwest LLC571,446
7.2% of portfolio›$21.4M
Perigon Wealth Management, LLC564,540
0.3% of portfolio›$21.2M
Apella Capital, LLC554,432
0.3% of portfolio›$21.0M
Elser Financial Planning, Inc539,399
0.9% of portfolio›$20.2M
Integrity Alliance, Llc.531,528
0.6% of portfolio›$19.9M
Krilogy Financial LLC468,484
0.5% of portfolio›$17.8M
Scratch Capital LLC446,728
10.7% of portfolio›$16.7M
Trust Co of the South433,715
2.3% of portfolio›$16.3M
Physician Wealth Solutions Inc.386,016
5.7% of portfolio›$14.5M
Avantax Planning Partners, Inc.379,309
0.4% of portfolio›$14.2M
XY Planning Network, Inc.378,659
1.5% of portfolio›$14.2M
RFG Advisory, LLC376,238
0.2% of portfolio›$14.1M
Avant Financial Advisors LLC371,873
8.5% of portfolio›$13.9M
Plancorp, LLC354,506
0.3% of portfolio›$14.0M
Kestra Advisory Services, LLC354,318
0.0% of portfolio›$13.3M
AdvisorNet Financial, Inc344,289
0.6% of portfolio›$13.0M
Abel Hall, LLC333,526
2.2% of portfolio›$12.5M
BOS Asset Management, LLC327,821
2.9% of portfolio›$12.3M
Truist Financial Corp325,002
0.0% of portfolio›$12.2M
Pinnacle Wealth Management Advisory Group, LLC312,283
0.7% of portfolio›$11.7M
Pinnacle Associates LTD312,283
0.1% of portfolio›$11.7M
Ballentine Capital Advisors, Inc303,569
4.3% of portfolio›$11.4M
Cambridge Investment Research Advisors, Inc.302,284
0.1% of portfolio›$11.3M
Discipline Wealth Solutions, LLC301,098
1.0% of portfolio›$11.3M
Root Financial Partners, LLC299,604
0.4% of portfolio›$11.2M
Sterling Financial Planning, Inc.290,843
3.0% of portfolio›$10.9M
Vise Technologies, Inc.268,743
0.1% of portfolio›$10.1M
TCI Wealth Advisors, Inc.255,986
0.4% of portfolio›$9.6M
BIP Wealth, LLC218,734
0.2% of portfolio›$8.2M
Client 1ST Advisory Group, LLC205,352
2.0% of portfolio›$7.7M
Gradient Capital Advisors, LLC205,225
1.8% of portfolio›$7.7M
B&D White Capital Company, LLC190,336
0.7% of portfolio›$7.1M
Market Street Wealth Management Advisors LLC166,346
1.8% of portfolio›$12.9M
Cogent Strategic Wealth LLC157,094
5.6% of portfolio›$5.9M
Level Financial Advisors151,962
1.3% of portfolio›$5.7M
Burk Holdings LLC149,092
1.9% of portfolio›$5.6M
Marquette Asset Management, LLC148,069
0.7% of portfolio›$5.5M
McMill Wealth Management138,780
1.2% of portfolio›$5.2M
Financial Symmetry Inc137,987
1.7% of portfolio›$5.2M
Apollon Wealth Management, LLC132,629
0.1% of portfolio›$5.0M
Forum Financial Management, LP130,899
0.1% of portfolio›$4.9M
Integrated Capital Management, Inc.128,235
3.4% of portfolio›$4.8M
Squire Investment Management Company, LLC124,664
1.1% of portfolio›$4.7M
Gibraltar Capital Management, Inc.117,955
0.7% of portfolio›$4.4M
Brookstone Capital Management114,091
0.0% of portfolio›$4.3M
Cravens & Co Advisors, LLC113,816
2.9% of portfolio›$4.3M
Quantum Financial Advisors, LLC112,560
0.4% of portfolio›$4.2M
Summit Wealth Group LLC / Co111,864
0.3% of portfolio›$4.2M
Able Financial Group, LLC102,927
0.6% of portfolio›$3.9M
Burton Enright Welch101,575
0.4% of portfolio›$3.8M
Royal Harbor Partners, LLC99,974
1.1% of portfolio›$3.7M
RAM Investment Partners, LLC98,424
0.6% of portfolio›$3.7M
Madrid Wealth Management, LLC96,979
2.3% of portfolio›$3.6M
Bayshore Asset Management, LLC96,232
1.3% of portfolio›$3.7M
Wealthcare Advisory Partners LLC87,421
0.1% of portfolio›$3.3M
Pettinga Financial Advisors LLC85,174
0.5% of portfolio›$3.2M
Outbound Financial Inc82,343
2.0% of portfolio›$3.1M
Citigroup Inc82,089
0.0% of portfolio›$3.1M
Kingswood Wealth Advisors, LLC78,850
0.1% of portfolio›$3.0M
Well Done, LLC78,521
0.8% of portfolio›$6.1M
Signaturefd, LLC75,779
0.0% of portfolio›$2.8M
Twin Cities Retirement Group LLC74,856
2.3% of portfolio›$2.8M
Legacy Financial Group, Inc.71,795
0.6% of portfolio›$2.7M
Northwest Wealth Management, LLC70,091
0.3% of portfolio›$2.6M
Quarry Hill Advisors, LLC69,944
1.0% of portfolio›$2.6M
GEM Asset Management, LLC66,065
1.0% of portfolio›$2.5M
Greenspring Advisors, LLC62,935
0.1% of portfolio›$2.4M
Evensky & Katz LLC61,569
0.3% of portfolio›$2.3M
HMV Wealth Advisors, LLC60,220
0.9% of portfolio›$2.3M
Triad Wealth Partners, LLC59,920
0.1% of portfolio›$2.2M
E6 Portfolios, LLC59,144
1.7% of portfolio›$2.2M
Approach Retirement Advisors, LLC58,841
1.6% of portfolio›$2.2M
Firethorn Wealth Partners, LLC57,570
0.7% of portfolio›$2.2M
True Wealth Design, LLC56,193
0.5% of portfolio›$2.1M
Rockwood Wealth Management, LLC56,179
0.1% of portfolio›$2.1M
Wedmont Private Capital55,642
0.1% of portfolio›$2.1M
Triangle Securities Wealth Management54,723
0.4% of portfolio›$2.1M
Founders Financial Securities LLC54,060
0.1% of portfolio›$2.0M
Sage Mountain Advisors LLC53,769
0.1% of portfolio›$2.0M
William Mack & Associates, Inc.53,754
0.6% of portfolio›$2.0M
Grant Private Wealth Management Inc51,757
0.9% of portfolio›$1.9M
Glass Jacobson Investment Advisors llc49,200
0.6% of portfolio›$1.8M
Willow Creek Wealth Management Inc.49,014
0.1% of portfolio›$1.8M
Studio Investment Management LLC48,865
0.3% of portfolio›$1.8M
Clear Harbor Asset Management, LLC47,322
0.1% of portfolio›$1.8M
Austin Asset Management Co Inc46,663
0.2% of portfolio›$1.7M
Quadcap Wealth Management, LLC45,563
0.2% of portfolio›$1.7M
Choreo, LLC45,128
0.0% of portfolio›$1.7M
Mission Wealth Management, LP44,725
0.0% of portfolio›$1.7M
Investmark Advisory Group LLC44,172
0.5% of portfolio›$1.7M
Canvas Wealth Advisors, LLC43,688
0.2% of portfolio›$1.7M
MGO One Seven LLC41,998
0.0% of portfolio›$1.6M
Flagstone Financial Management35,430
0.3% of portfolio›$1.3M
Shearwater Capital LLC34,777
0.6% of portfolio›$1.3M
Alpha Advisors, LLC33,198
0.9% of portfolio›$1.2M
McClarren Financial Advisors, Inc.31,356
0.6% of portfolio›$1.2M
Wilkerson Advisory Group LLC30,600
0.3% of portfolio›$1.1M
Petersen Hastings Wealth Advisors Inc.29,837
0.1% of portfolio›$1.1M
Prudent Man Investment Management, Inc.29,228
0.3% of portfolio›$1.1M
CPA Asset Management Group, LLC28,280
0.3% of portfolio›$1.1M
Lauterbach Financial Advisors, LLC26,135
0.4% of portfolio›$979.3K
GEN Financial Management, Inc.25,954
0.5% of portfolio›$972.5K
Higgins & Schmidt Wealth Strategies LLC25,547
0.4% of portfolio›$957.2K
Baker Ellis Asset Management LLC24,500
0.1% of portfolio›$918.0K
Concord Wealth Partners24,444
0.1% of portfolio›$915.9K
Clark Asset Management, LLC23,994
0.1% of portfolio›$899.1K
Compass Ion Advisors, LLC23,043
0.1% of portfolio›$863.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors22,588
0.0% of portfolio›$846.4K
Redw Wealth LLC22,411
0.3% of portfolio›$839.7K
Powerhouse Assets LLC20,957
0.6% of portfolio›$785.3K
Physician Wealth Advisors, Inc.19,800
0.1% of portfolio›$741.9K
Verisail Partners, LLC19,143
0.3% of portfolio›$717.3K
Sensenig Capital Advisors, Inc18,231
0.6% of portfolio›$683.1K
Aurelius Family Office LLC17,147
0.3% of portfolio›$642.5K
AlphaCore Capital LLC16,521
0.0% of portfolio›$619.1K
JDH Wealth Management, LLC16,228
0.4% of portfolio›$608.1K
Kestra Private Wealth Services, LLC15,698
0.0% of portfolio›$588.2K
Peirce Capital Management, LLC15,626
0.2% of portfolio›$585.5K
25 LLC15,356
0.2% of portfolio›$575.4K
SAX Wealth Advisors, LLC15,239
0.0% of portfolio›$571.0K
Cypress Point Wealth Management, LLC14,153
0.1% of portfolio›$530.3K
Essential Planning, Llc.13,645
0.1% of portfolio›$511.3K
Fonville Wealth Management LLC13,537
0.1% of portfolio›$507.2K
Live Oak Private Wealth LLC13,235
0.1% of portfolio›$495.9K
Waterway Wealth Management, LLC12,574
0.1% of portfolio›$471.1K
Yardley Wealth Management LLC12,569
0.2% of portfolio›$471.0K
Asset Dedication, LLC11,266
0.0% of portfolio›$422.1K
Family CFO Inc11,214
0.2% of portfolio›$420.2K
Voisard Asset Management Group, Inc.11,103
0.1% of portfolio›$416.0K
Selective Wealth Management, Inc.10,999
0.1% of portfolio›$421.0K
Liberty Capital Management, Inc.10,140
0.1% of portfolio›$379.9K
Elevate Wealth Advisory, Inc9,983
0.2% of portfolio›$374.1K
IFP Advisors, Inc9,877
0.0% of portfolio›$370.1K
Kaufman Rossin Wealth, LLC9,794
0.1% of portfolio›$367.0K
Clarity Capital Advisors, LLC9,793
0.2% of portfolio›$366.9K
Sensible Money, LLC9,734
0.1% of portfolio›$364.7K
Allegiance Financial Group Advisory Services LLC9,558
0.1% of portfolio›$358.1K
Kondo Wealth Advisors, Inc.9,546
0.1% of portfolio›$357.7K
Simplicity Wealth,LLC9,518
0.0% of portfolio›$356.6K
Triumph Capital Management8,704
0.1% of portfolio›$326.1K
Abacus Planning Group, Inc.8,610
0.0% of portfolio›$322.6K
First Financial Group Corp8,508
0.2% of portfolio›$318.8K
Belleair Asset Management, LLC8,405
0.3% of portfolio›$314.9K
Hurley Capital, LLC8,214
0.1% of portfolio›$307.8K
Triune Financial Partners, LLC8,045
0.1% of portfolio›$301.4K
Signal Advisors Wealth, LLC7,705
0.0% of portfolio›$288.7K
Oath Planning, LLC7,679
0.2% of portfolio›$287.7K
Acropolis Investment Management, LLC7,383
0.0% of portfolio›$276.6K
Diversify Advisory Services, LLC6,939
0.0% of portfolio›$265.6K
Diversify Wealth Management, LLC6,939
0.0% of portfolio›$265.6K
Davenport & Co LLC6,738
0.0% of portfolio›$252.5K
Mesirow Financial Investment Management, Inc.6,402
0.0% of portfolio›$239.8K
Northwest Wealth Advisors, LLC6,108
0.1% of portfolio›$228.9K
McCarley & Cook Financial Planners6,035
0.2% of portfolio›$226.1K
RHL Group, LLC5,947
0.1% of portfolio›$222.8K
Claro Advisors Inc.5,847
0.0% of portfolio›$219.1K
Accel Wealth Management5,572
0.0% of portfolio›$208.8K
Mason & Associates, LLC5,465
0.0% of portfolio›$204.8K
Gilpin Wealth Management, LLC5,397
0.1% of portfolio›$202.2K
Brighton Jones LLC5,362
0.0% of portfolio›$200.9K
DecisionPoint Financial, LLC5,360
0.0% of portfolio›$203.0K
Washington Trust Advisors, Inc.4,034
0.0% of portfolio›$151.2K
Ascentis Independent Advisors4,031
0.0% of portfolio›$151.2K
Signature Resources Capital Management, LLC3,382
0.1% of portfolio›$126.7K
Cullen T Bankers, Inc.3,200
0.0% of portfolio›$119.9K
Rachor Investment Advisory Services, LLC3,135
0.1% of portfolio›$117.5K
Angeles Wealth Management, LLC2,910
0.0% of portfolio›$109.0K
Arlington Trust Co LLC2,813
0.0% of portfolio›$105.4K
Silverlake Wealth Management LLC2,729
0.0% of portfolio›$211.3K
American Capital Advisory, LLC2,370
0.0% of portfolio›$88.8K
Reyes Financial Architecture, Inc.2,342
0.1% of portfolio›$87.8K
Trellis Wealth Advisors LLC2,028
0.0% of portfolio›$76.0K
Cherry Tree Wealth Management, LLC1,962
0.0% of portfolio›$73.5K
Ashton Thomas Private Wealth, LLC1,943
0.0% of portfolio›$72.8K
Oakworth Capital, Inc.1,759
0.0% of portfolio›$65.9K
Redwood Park Advisors LLC1,434
0.0% of portfolio›$53.7K
Hazlett, Burt & Watson, Inc.1,350
0.0% of portfolio›$51.0K
Jnba Financial Advisors1,312
0.0% of portfolio›$49.2K
Parkside Financial Bank & Trust1,173
0.0% of portfolio›$44.0K
Barrett & Company, Inc.1,046
0.0% of portfolio›$39.2K
SJS Investment Consulting Inc.1,021
0.0% of portfolio›$38.2K
Acumen Wealth Advisors, LLC997
0.0% of portfolio›$37.4K
EverSource Wealth Advisors, LLC937
0.0% of portfolio›$35.1K
Blueline Advisors LLC904
0.0% of portfolio›$33.9K
Assetmark, Inc771
0.0% of portfolio›$28.9K
Horizon Financial Services, LLC744
0.0% of portfolio›$27.9K
Dorato Capital Management342
0.0% of portfolio›$12.9K
Simplex Trading, LLC333
0.0% of portfolio›$12.5K
Gables Capital Management Inc.288
0.0% of portfolio›$10.8K
Bay Harbor Wealth Management, LLC209
0.0% of portfolio›$7.8K
JFS Wealth Advisors, LLC91
0.0% of portfolio›$3.4K
Balance Wealth Partners LLC82
0.0% of portfolio›$3.1K
Blue Trust, Inc.19
0.0% of portfolio›$717
Latitude Advisors, LLC2
0.0% of portfolio›$75
Maryland Capital Advisors Inc.2
0.0% of portfolio›$75
StyleTurnoverLocationFiled
Mather Group, Llc.
6,694,849$250.9M2.1%ETFMediumChicago, IL2026-10-14
Modera Wealth Management, LLC
3,031,067$113.6M1.2%ETFVery LowWestwood, NJ2026-10-28
Creative Planning
2,130,124$79.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Arista Wealth Management, LLC
2,100,853$78.7M8.4%ETFMediumLas Vegas, NV2026-10-29
Wealth Enhancement Advisory Services, LLC
1,331,117$50.7M0.1%CoreLowPlymouth, MN2026-10-13
DiNuzzo Private Wealth, Inc.
1,297,318$48.6M4.8%ETFLowBeaver, PA2026-10-16
Stordahl Capital Management, Inc.
912,709$34.2M6.3%ETFVery LowGreenwood Village, CO2026-10-22
Hassell Wealth Management, LLC
783,516$29.4M8.8%ETFLowHouma, LA2026-10-19
Park Avenue Securities LLC
742,946$27.8M0.5%ETFMediumNew York, NY2026-10-26
Integrity Advisory Solutions, LLC
703,722$26.4M2.8%ETFMediumDallas, TX2026-10-29
Factor Wealth Management LTD
663,113$24.8M3.8%ETFLowChicago, IL2026-10-08
Retirement Solution LLC
654,275$24.5M5.4%ETFMediumRedmond, WA2026-10-27
Integris Wealth Management, LLC
637,888$23.9M4.6%ETFVery LowMonterey, CA2026-10-14
Chicago Partners Investment Group LLC
621,335$24.1M0.4%GARPLowChicago, IL2026-10-27
Wealth Dimensions Group, Ltd.
618,332$23.2M3.9%ETFLowCincinnati, OH2026-11-02
Commonwealth Equity Services, LLC
589,931$22.1M0.0%ETFLowWaltham, MA2026-11-02
Wealth Advisors Northwest LLC
571,446$21.4M7.2%ETFLowPortland, OR2026-10-29
Perigon Wealth Management, LLC
564,540$21.2M0.3%GrowthLowSan Francisco, CA2026-10-22
Apella Capital, LLC
554,432$21.0M0.3%ETFVery LowWest Hartford, CT2026-10-08
Elser Financial Planning, Inc
539,399$20.2M0.9%GARPLowIndianapolis, IN2026-10-16
Integrity Alliance, Llc.
531,528$19.9M0.6%ETFMediumUrbandale, IA2026-10-29
Krilogy Financial LLC
468,484$17.8M0.5%GrowthLowSt. Louis, MO2026-10-13
Scratch Capital LLC
446,728$16.7M10.7%ETFMediumBoise, ID2026-11-02
Trust Co of the South
433,715$16.3M2.3%ETFLowGreensboro, NC2026-10-21
Physician Wealth Solutions Inc.
386,016$14.5M5.7%ETFLowNorth Las Vegas, NV2026-10-14
Avantax Planning Partners, Inc.
379,309$14.2M0.4%ETFLowDubuque, IA2026-11-03
XY Planning Network, Inc.
378,659$14.2M1.5%ETFLowBozeman, MT2026-10-14
RFG Advisory, LLC
376,238$14.1M0.2%ETFMediumBirmingham, AL2026-11-03
Avant Financial Advisors LLC
371,873$13.9M8.5%ETFVery LowAustin, TX2026-11-02
Plancorp, LLC
354,506$14.0M0.3%ETFLowSaint Louis, MO2026-11-03
Kestra Advisory Services, LLC
354,318$13.3M0.0%CoreLowAustin, TX2026-11-02
AdvisorNet Financial, Inc
344,289$13.0M0.6%ETFLowMinnetonka, MN2026-10-15
Abel Hall, LLC
333,526$12.5M2.2%CoreMediumBaton Rouge, LA2026-10-19
BOS Asset Management, LLC
327,821$12.3M2.9%ETFLowSpringfield, IL2026-10-09
Truist Financial Corp
325,002$12.2M0.0%CoreLowCharlotte, NC2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
312,283$11.7M0.7%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
312,283$11.7M0.1%CoreLowNew York, NY2026-10-20
Ballentine Capital Advisors, Inc
303,569$11.4M4.3%ETFVery LowGreenville, SC2026-10-14
Cambridge Investment Research Advisors, Inc.
302,284$11.3M0.1%ETFLowFairfield, IA2026-11-02
Discipline Wealth Solutions, LLC
301,098$11.3M1.0%ETFLowGreenville, SC2026-10-14
Root Financial Partners, LLC
299,604$11.2M0.4%ETFMediumEncinitas, CA2026-10-21
Sterling Financial Planning, Inc.
290,843$10.9M3.0%ETFVery LowSparta, NJ2026-10-28
Vise Technologies, Inc.
268,743$10.1M0.1%IndexLowNew York, NY2026-10-29
TCI Wealth Advisors, Inc.
255,986$9.6M0.4%ETFLowTucson, AZ2026-10-30
BIP Wealth, LLC
218,734$8.2M0.2%ETFMediumAtlanta, GA2026-10-22
Client 1ST Advisory Group, LLC
205,352$7.7M2.0%ETFVery LowDunedin, FL2026-10-19
Gradient Capital Advisors, LLC
205,225$7.7M1.8%ETFLowSan Diego, CA2026-10-21
B&D White Capital Company, LLC
190,336$7.1M0.7%ETFHighLakeway, TX2026-11-02
Market Street Wealth Management Advisors LLC
166,346$12.9M1.8%ETFMediumIndianapolis, IN2026-10-09
Cogent Strategic Wealth LLC
157,094$5.9M5.6%ETFLowChicago, IL2026-10-22
Level Financial Advisors
151,962$5.7M1.3%ETFLowEast Amherst, NY2026-10-13
Burk Holdings LLC
149,092$5.6M1.9%ETFVery LowTulsa, OK2026-11-05
Marquette Asset Management, LLC
148,069$5.5M0.7%ETFVery LowMinneapolis, MN2026-10-09
McMill Wealth Management
138,780$5.2M1.2%Deep ValueHighNorfolk, NE2026-11-05
Financial Symmetry Inc
137,987$5.2M1.7%ETFVery LowRaleigh, NC2026-10-06
Apollon Wealth Management, LLC
132,629$5.0M0.1%GrowthLowMount Pleasant, SC2026-10-23
Forum Financial Management, LP
130,899$4.9M0.1%ETFLowLombard, IL2026-10-16
Integrated Capital Management, Inc.
128,235$4.8M3.4%ETFLowJessup, PA2026-10-09
Squire Investment Management Company, LLC
124,664$4.7M1.1%ETFVery LowOrem, UT2026-11-03
Gibraltar Capital Management, Inc.
117,955$4.4M0.7%CoreLowTulsa, OK2026-10-27
Brookstone Capital Management
114,091$4.3M0.0%ETFMediumWheaton, IL2026-10-22
Cravens & Co Advisors, LLC
113,816$4.3M2.9%CoreMediumCookeville, TN2026-10-16
Quantum Financial Advisors, LLC
112,560$4.2M0.4%ETFLowSanta Monica, CA2026-11-03
Summit Wealth Group LLC / Co
111,864$4.2M0.3%ETFHighColorado Springs, CO2026-10-29
Able Financial Group, LLC
102,927$3.9M0.6%ETFLowScottsdale, AZ2026-10-14
Burton Enright Welch
101,575$3.8M0.4%ETFVery LowWalnut Creek, CA2026-11-04
Royal Harbor Partners, LLC
99,974$3.7M1.1%ETFMediumHouston, TX2026-10-29
RAM Investment Partners, LLC
98,424$3.7M0.6%ETFLowBellevue, WA2026-10-21
Madrid Wealth Management, LLC
96,979$3.6M2.3%ETFLowAlbuquerque, NM2026-10-23
Bayshore Asset Management, LLC
96,232$3.7M1.3%ETFVery LowCoral Gables, FL2026-11-03
Wealthcare Advisory Partners LLC
87,421$3.3M0.1%ETFLowWest Chester, PA2026-10-21
Pettinga Financial Advisors LLC
85,174$3.2M0.5%ETFMediumEvansville, IN2026-10-13
Outbound Financial Inc
82,343$3.1M2.0%ETFLowBoulder, CO2026-10-13
Citigroup Inc
82,089$3.1M0.0%CoreMediumNew York, NY2026-11-04
Kingswood Wealth Advisors, LLC
78,850$3.0M0.1%GrowthLowSan Diego, CA2026-10-23
Well Done, LLC
78,521$6.1M0.8%ETFLowHolland, MI2026-10-20
Signaturefd, LLC
75,779$2.8M0.0%IndexLowAtlanta, GA2026-10-23
Twin Cities Retirement Group LLC
74,856$2.8M2.3%ETFVery LowPlymouth, MN2026-10-16
Legacy Financial Group, Inc.
71,795$2.7M0.6%ETFLowTulsa, OK2026-10-21
Northwest Wealth Management, LLC
70,091$2.6M0.3%ETFLowSpencer, IA2026-10-30
Quarry Hill Advisors, LLC
69,944$2.6M1.0%ETFVery LowSt Paul, MN2026-11-04
GEM Asset Management, LLC
66,065$2.5M1.0%ETFLowPlymouth, MI2026-10-13
Greenspring Advisors, LLC
62,935$2.4M0.1%ETFVery LowTowson, MD2026-11-05
Evensky & Katz LLC
61,569$2.3M0.3%ETFVery LowCoral Gables, FL2026-10-27
HMV Wealth Advisors, LLC
60,220$2.3M0.9%ETFVery LowShreveport, LA2026-10-27
Triad Wealth Partners, LLC
59,920$2.2M0.1%ETFMediumLawrence, KS2026-10-26
E6 Portfolios, LLC
59,144$2.2M1.7%ETFLowMidvale, UT2026-10-26
Approach Retirement Advisors, LLC
58,841$2.2M1.6%ETFLowVestavia, AL2026-10-22
Firethorn Wealth Partners, LLC
57,570$2.2M0.7%ETFLowAugusta, GA2026-10-14
True Wealth Design, LLC
56,193$2.1M0.5%ETFMediumAkron, OH2026-10-13
Rockwood Wealth Management, LLC
56,179$2.1M0.1%ETFVery LowNew Hope, PA2026-10-27
Wedmont Private Capital
55,642$2.1M0.1%IndexVery LowWest Chester, PA2026-10-09
Triangle Securities Wealth Management
54,723$2.1M0.4%CoreLowRaleigh, NC2026-10-14
Founders Financial Securities LLC
54,060$2.0M0.1%ETFMediumTowson, MD2026-10-28
Sage Mountain Advisors LLC
53,769$2.0M0.1%ETFLowAtlanta, GA2026-11-02
William Mack & Associates, Inc.
53,754$2.0M0.6%ETFLowTroy, MI2026-10-27
Grant Private Wealth Management Inc
51,757$1.9M0.9%GrowthMediumPleasanton, CA2026-10-19
Glass Jacobson Investment Advisors llc
49,200$1.8M0.6%ETFLowOwings Mills, MD2026-10-26
Willow Creek Wealth Management Inc.
49,014$1.8M0.1%ETFVery LowSebastopol, CA2026-10-26
Studio Investment Management LLC
48,865$1.8M0.3%ETFLowChicago, IL2026-10-22
Clear Harbor Asset Management, LLC
47,322$1.8M0.1%CoreLowStamford, CT2026-11-05
Austin Asset Management Co Inc
46,663$1.7M0.2%ETFVery LowAustin, TX2026-10-29
Quadcap Wealth Management, LLC
45,563$1.7M0.2%ETFLowFrisco, TX2026-11-02
Choreo, LLC
45,128$1.7M0.0%IndexLowRockford, IL2026-10-28
Mission Wealth Management, LP
44,725$1.7M0.0%ETFLowSanta Barbara, CA2026-10-15
Investmark Advisory Group LLC
44,172$1.7M0.5%ETFVery LowShelton, CT2026-10-27
Canvas Wealth Advisors, LLC
43,688$1.7M0.2%GrowthLowShawnee, KS2026-11-02
MGO One Seven LLC
41,998$1.6M0.0%GrowthLowBeachwood, OH2026-10-28
Flagstone Financial Management
35,430$1.3M0.3%ETFVery LowLincoln, NE2026-11-05
Shearwater Capital LLC
34,777$1.3M0.6%ETFVery LowDenver, CO2026-10-13
Alpha Advisors, LLC
33,198$1.2M0.9%ETFMediumRichmond, VA2026-10-19
McClarren Financial Advisors, Inc.
31,356$1.2M0.6%ETFMediumState College, PA2026-10-15
Wilkerson Advisory Group LLC
30,600$1.1M0.3%ETFMediumColumbia, MO2026-10-20
Petersen Hastings Wealth Advisors Inc.
29,837$1.1M0.1%ETFLowKennewick, WA2026-10-27
Prudent Man Investment Management, Inc.
29,228$1.1M0.3%ETFVery LowLouisville, CO2026-11-03
CPA Asset Management Group, LLC
28,280$1.1M0.3%ETFMediumWest Palm Beach, FL2026-10-26
Lauterbach Financial Advisors, LLC
26,135$979.3K0.4%ETFVery LowEl Paso, TX2026-10-21
GEN Financial Management, Inc.
25,954$972.5K0.5%ETFLowPlymouth, MN2026-10-13
Higgins & Schmidt Wealth Strategies LLC
25,547$957.2K0.4%ETFLowDenver, CO2026-10-26
Baker Ellis Asset Management LLC
24,500$918.0K0.1%GARPVery LowVancouver, WA2026-10-14
Concord Wealth Partners
24,444$915.9K0.1%GrowthLowAbingdon, VA2026-11-02
Clark Asset Management, LLC
23,994$899.1K0.1%ETFVery LowStratham, NH2026-10-19
Compass Ion Advisors, LLC
23,043$863.4K0.1%ETFVery LowConshohocken, PA2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
22,588$846.4K0.0%ETFMediumWestlake, OH2026-10-14
Redw Wealth LLC
22,411$839.7K0.3%ETFLowAlbuquerque, NM2026-11-02
Powerhouse Assets LLC
20,957$785.3K0.6%ETFVery LowLincoln, MA2026-10-19
Physician Wealth Advisors, Inc.
19,800$741.9K0.1%ETFMediumMidvale, UT2026-10-20
Verisail Partners, LLC
19,143$717.3K0.3%ETFVery LowChamblee, GA2026-10-19
Sensenig Capital Advisors, Inc
18,231$683.1K0.6%ETFLowCollegeville, PA2026-10-23
Aurelius Family Office LLC
17,147$642.5K0.3%ETFVery LowBedford, NH2026-10-23
AlphaCore Capital LLC
16,521$619.1K0.0%ETFLowLa Jolla, CA2026-11-04
JDH Wealth Management, LLC
16,228$608.1K0.4%ETFVery LowSanta Rosa, CA2026-10-20
Kestra Private Wealth Services, LLC
15,698$588.2K0.0%GrowthLowAustin, TX2026-10-30
Peirce Capital Management, LLC
15,626$585.5K0.2%ETFLowThe Woodlands, TX2026-10-19
25 LLC
15,356$575.4K0.2%ETFLowSt. Louis, MO2026-10-13
SAX Wealth Advisors, LLC
15,239$571.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Cypress Point Wealth Management, LLC
14,153$530.3K0.1%ETFLowDallas, TX2026-11-03
Essential Planning, Llc.
13,645$511.3K0.1%ETFLowPortsmouth, NH2026-10-21
Fonville Wealth Management LLC
13,537$507.2K0.1%ETFVery LowRichmond, VA2026-10-28
Live Oak Private Wealth LLC
13,235$495.9K0.1%ValueLowWilmington, NC2026-11-02
Waterway Wealth Management, LLC
12,574$471.1K0.1%ETFMediumThe Woodlands, TX2026-10-28
Yardley Wealth Management LLC
12,569$471.0K0.2%ETFVery LowYardley, PA2026-10-23
Asset Dedication, LLC
11,266$422.1K0.0%ETFLowSan Francisco, CA2026-11-03
Family CFO Inc
11,214$420.2K0.2%ETFLowLos Altos, CA2026-10-30
Voisard Asset Management Group, Inc.
11,103$416.0K0.1%ETFLowGrand Rapids, MI2026-10-13
Selective Wealth Management, Inc.
10,999$421.0K0.1%ETFLowForest, VA2026-10-16
Liberty Capital Management, Inc.
10,140$379.9K0.1%CoreVery LowBirmingham, MI2026-11-02
Elevate Wealth Advisory, Inc
9,983$374.1K0.2%ETFVery LowAthens, GA2026-10-29
IFP Advisors, Inc
9,877$370.1K0.0%GrowthLowTampa, FL2026-10-16
Kaufman Rossin Wealth, LLC
9,794$367.0K0.1%ETFLowMiami, FL2026-10-19
Clarity Capital Advisors, LLC
9,793$366.9K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Sensible Money, LLC
9,734$364.7K0.1%ETFVery LowScottsdale, AZ2026-10-20
Allegiance Financial Group Advisory Services LLC
9,558$358.1K0.1%ETFLowVienna, VA2026-11-02
Kondo Wealth Advisors, Inc.
9,546$357.7K0.1%ETFVery LowPasadena, CA2026-10-19
Simplicity Wealth,LLC
9,518$356.6K0.0%ETFLowSummit, NJ2026-10-23
Triumph Capital Management
8,704$326.1K0.1%ETFMediumDenver, CO2026-10-14
Abacus Planning Group, Inc.
8,610$322.6K0.0%ETFLowColumbia, SC2026-11-02
First Financial Group Corp
8,508$318.8K0.2%ETFLowRaleigh, NC2026-10-22
Belleair Asset Management, LLC
8,405$314.9K0.3%ETFVery LowBelleair Bluffs, FL2026-11-03
Hurley Capital, LLC
8,214$307.8K0.1%GARPMediumNew York, NY2026-11-05
Triune Financial Partners, LLC
8,045$301.4K0.1%ETFVery LowOverland Park, KS2026-11-03
Signal Advisors Wealth, LLC
7,705$288.7K0.0%ETFLowDetroit, MI2026-10-13
Oath Planning, LLC
7,679$287.7K0.2%ETFVery LowTulsa, OK2026-10-20
Acropolis Investment Management, LLC
7,383$276.6K0.0%ETFLowSt. Louis, MO2026-10-08
Diversify Advisory Services, LLC
6,939$265.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,939$265.6K0.0%GrowthMediumSandy, UT2026-10-20
Davenport & Co LLC
6,738$252.5K0.0%CoreMediumRichmond, VA2026-10-14
Mesirow Financial Investment Management, Inc.
6,402$239.8K0.0%CoreLowChicago, IL2026-11-05
Northwest Wealth Advisors, LLC
6,108$228.9K0.1%ETFVery LowBellingham, WA2026-11-02
McCarley & Cook Financial Planners
6,035$226.1K0.2%ETFLowCincinnati, OH2026-10-21
RHL Group, LLC
5,947$222.8K0.1%ETFVery HighHolly, MI2026-11-04
Claro Advisors Inc.
5,847$219.1K0.0%CoreLowBoston, MA2026-11-02
Accel Wealth Management
5,572$208.8K0.0%ETFLowWaverly, IA2026-10-13
Mason & Associates, LLC
5,465$204.8K0.0%ETFVery LowNewport News, VA2026-10-26
Gilpin Wealth Management, LLC
5,397$202.2K0.1%GrowthLowDenver, CO2026-10-09
Brighton Jones LLC
5,362$200.9K0.0%CoreVery LowSeattle, WA2026-11-03
DecisionPoint Financial, LLC
5,360$203.0K0.0%ETFVery LowMesa, AZ2026-10-27
Washington Trust Advisors, Inc.
4,034$151.2K0.0%GrowthLowWellesley, MA2026-10-22
Ascentis Independent Advisors
4,031$151.2K0.0%ETFLowDallas, TX2026-11-03
Signature Resources Capital Management, LLC
3,382$126.7K0.1%ETFLowNewport Beach, CA2026-10-16
Cullen T Bankers, Inc.
3,200$119.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Rachor Investment Advisory Services, LLC
3,135$117.5K0.1%ETFVery LowLinden, MI2026-10-29
Angeles Wealth Management, LLC
2,910$109.0K0.0%ETFLowSanta Monica, CA2026-10-26
Arlington Trust Co LLC
2,813$105.4K0.0%ETFMediumBirmingham, AL2026-10-20
Silverlake Wealth Management LLC
2,729$211.3K0.0%ETFLowWilliston, VT2026-10-21
American Capital Advisory, LLC
2,370$88.8K0.0%ETFLowKetchum, ID2026-10-28
Reyes Financial Architecture, Inc.
2,342$87.8K0.1%ETFVery HighSan Diego, CA2026-10-22
Trellis Wealth Advisors LLC
2,028$76.0K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Cherry Tree Wealth Management, LLC
1,962$73.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ashton Thomas Private Wealth, LLC
1,943$72.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Oakworth Capital, Inc.
1,759$65.9K0.0%ETFLowBirmingham, AL2026-10-26
Redwood Park Advisors LLC
1,434$53.7K0.0%ETFVery LowRedwood City, CA2026-11-02
Hazlett, Burt & Watson, Inc.
1,350$51.0K0.0%CoreVery LowWheeling, WV2026-11-04
Jnba Financial Advisors
1,312$49.2K0.0%ETFMediumBloomington, MN2026-11-03
Parkside Financial Bank & Trust
1,173$44.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Barrett & Company, Inc.
1,046$39.2K0.0%ETFLowProvidence, RI2026-10-22
SJS Investment Consulting Inc.
1,021$38.2K0.0%ETFVery LowSylvania, OH2026-10-26
Acumen Wealth Advisors, LLC
997$37.4K0.0%GrowthHighChattanooga, TN2026-11-05
EverSource Wealth Advisors, LLC
937$35.1K0.0%CoreMediumBirmingham, AL2026-11-04
Blueline Advisors LLC
904$33.9K0.0%ETFLowExeter, NH2026-10-15
Assetmark, Inc
771$28.9K0.0%ETFLowConcord, CA2026-10-21
Horizon Financial Services, LLC
744$27.9K0.0%ETFLowWinston Salem, NC2026-11-04
Dorato Capital Management
342$12.9K0.0%ValueVery LowDenver, CO2026-10-08
Simplex Trading, LLC
333$12.5K0.0%CoreVery HighChicago, IL2026-11-04
Gables Capital Management Inc.
288$10.8K0.0%GrowthVery LowMiami, FL2026-11-04
Bay Harbor Wealth Management, LLC
209$7.8K0.0%ETFMediumHunt Valley, MD2026-11-03
JFS Wealth Advisors, LLC
91$3.4K0.0%ETFVery LowHermitage, PA2026-11-03
Balance Wealth Partners LLC
82$3.1K0.0%ETFMediumWorthington, OH2026-10-27
Blue Trust, Inc.
19$7170.0%ETFLowBrentwood, TN2026-10-15
Latitude Advisors, LLC
2$750.0%ETFLowYorkville, IL2026-10-27
Maryland Capital Advisors Inc.
2$750.0%ETFVery LowChester, MD2026-10-15