IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional US High Relative (DUHP)

CUSIP: 25239Y196 | NYSE | 218 institutional holders

Quarters

Q3 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Forum Financial Management, LP8,826,548
4.8% of portfolio›$369.9M
Apella Capital, LLC4,343,496
2.3% of portfolio›$184.9M
TCI Wealth Advisors, Inc.3,301,278
5.6% of portfolio›$138.4M
Assetmark, Inc3,180,526
0.2% of portfolio›$133.3M
Petersen Hastings Wealth Advisors Inc.3,118,478
10.8% of portfolio›$130.7M
Park Avenue Securities LLC2,781,409
2.0% of portfolio›$116.6M
RW Investment Management LLC2,678,986
9.9% of portfolio›$112.3M
Root Financial Partners, LLC2,099,256
3.0% of portfolio›$88.0M
Financial Consulate, Inc2,094,789
9.8% of portfolio›$87.8M
Vise Technologies, Inc.2,076,293
0.7% of portfolio›$87.0M
Aprio Wealth Management, LLC1,484,842
2.8% of portfolio›$62.2M
Retirement Solution LLC1,306,105
12.1% of portfolio›$54.7M
DiNuzzo Private Wealth, Inc.1,252,931
5.2% of portfolio›$52.5M
Burton Enright Welch1,246,284
5.6% of portfolio›$52.2M
Symmetry Partners, LLC1,210,201
2.6% of portfolio›$50.7M
Greenspring Advisors, LLC1,189,434
2.2% of portfolio›$49.8M
Catalyst Capital Advisors LLC1,172,200
0.8% of portfolio›$49.1M
Chicago Partners Investment Group LLC1,146,192
0.9% of portfolio›$48.3M
Wealth Enhancement Advisory Services, LLC1,123,892
0.1% of portfolio›$47.7M
Fulton Bank, N.A.1,061,463
1.4% of portfolio›$44.5M
Forvis Mazars Wealth Advisors, LLC792,878
0.5% of portfolio›$33.2M
True Wealth Design, LLC790,224
7.9% of portfolio›$33.5M
Stolz & Associates, PS787,570
19.3% of portfolio›$33.0M
LVZ, Inc.707,933
3.0% of portfolio›$29.7M
SAX Wealth Advisors, LLC700,521
0.8% of portfolio›$29.4M
Sterling Wealth Management, Inc.697,619
7.5% of portfolio›$29.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management677,134
0.4% of portfolio›$28.4M
Discipline Wealth Solutions, LLC671,854
2.4% of portfolio›$28.2M
Integrity Advisory Solutions, LLC644,986
2.8% of portfolio›$27.0M
Market Street Wealth Management Advisors LLC526,515
3.1% of portfolio›$22.1M
Commonwealth Equity Services, LLC524,955
0.0% of portfolio›$22.0M
Legacy Financial Group, Inc.524,235
5.0% of portfolio›$22.0M
Midwest Heritage Bank, FSB514,666
6.3% of portfolio›$21.6M
Burk Holdings LLC505,168
7.3% of portfolio›$21.2M
Scratch Capital LLC505,150
13.5% of portfolio›$21.2M
Cambridge Investment Research Advisors, Inc.502,619
0.1% of portfolio›$21.1M
Parkshore Wealth Management, Inc.499,319
5.3% of portfolio›$20.9M
Tandemgrowth Financial Advisors LLC483,413
16.5% of portfolio›$20.3M
Integrity Alliance, Llc.482,410
0.6% of portfolio›$20.2M
Wealth Advisors Northwest LLC474,905
6.6% of portfolio›$19.9M
Level Financial Advisors447,477
4.1% of portfolio›$18.8M
Syverson Strege & Co446,736
4.1% of portfolio›$18.7M
Pinnacle Wealth Management Advisory Group, LLC408,367
1.0% of portfolio›$17.1M
Pinnacle Associates LTD408,367
0.2% of portfolio›$17.1M
Austin Asset Management Co Inc407,439
2.3% of portfolio›$17.1M
Brady Martz Wealth Solutions, LLC405,621
2.5% of portfolio›$17.0M
25 LLC403,136
4.6% of portfolio›$16.9M
DWR Wealth Management, LLC344,511
10.1% of portfolio›$14.5M
Aspen Private Advisors, LLC342,933
14.2% of portfolio›$14.4M
Entrust Financial LLC337,521
6.9% of portfolio›$14.1M
Family Wealth Partners, LLC334,583
4.2% of portfolio›$14.0M
Summit Wealth Group LLC / Co316,383
0.8% of portfolio›$13.3M
Kaufman Rossin Wealth, LLC307,423
5.2% of portfolio›$12.9M
Elser Financial Planning, Inc307,002
0.6% of portfolio›$12.9M
Weinberger Asset Management, Inc296,660
3.9% of portfolio›$12.4M
Abel Hall, LLC291,738
2.2% of portfolio›$12.2M
RFG Advisory, LLC282,779
0.2% of portfolio›$11.9M
Kestra Advisory Services, LLC277,971
0.0% of portfolio›$11.6M
AdvisorNet Financial, Inc248,597
0.5% of portfolio›$10.5M
Lynch Investment Planning, LLC236,120
7.3% of portfolio›$9.9M
Axxcess Wealth Management, LLC222,304
0.4% of portfolio›$9.3M
Tableaux LLC207,167
3.5% of portfolio›$8.7M
Cherry Tree Wealth Management, LLC204,051
1.6% of portfolio›$8.6M
Live Oak Private Wealth LLC203,930
1.0% of portfolio›$8.5M
Yardley Wealth Management LLC191,680
3.5% of portfolio›$8.0M
M Holdings Securities, Inc.188,470
0.0% of portfolio›$8.0K
Security Financial Services, Inc.185,414
1.0% of portfolio›$7.8M
Layline Advisors, LLC166,233
6.3% of portfolio›$7.0M
BluePrint Investing LLC164,216
5.4% of portfolio›$6.9M
HMV Wealth Advisors, LLC163,980
2.6% of portfolio›$6.9M
GEM Asset Management, LLC146,046
2.4% of portfolio›$6.1M
Northwest Wealth Management, LLC145,276
0.8% of portfolio›$6.1M
Capital Investment Advisory Services, LLC142,244
0.4% of portfolio›$6.0M
Waterfront Wealth Inc.140,438
1.0% of portfolio›$6.0M
Integrity Investment Advisors, LLC139,055
2.3% of portfolio›$5.8M
Kestra Investment Management, LLC137,122
0.1% of portfolio›$5.7M
Redw Wealth LLC135,888
2.1% of portfolio›$5.7M
City State Bank130,788
1.2% of portfolio›$5.5M
Signature Estate & Investment Advisors LLC130,173
0.1% of portfolio›$5.5M
Strategent Financial, LLC128,016
2.6% of portfolio›$5.4M
Creative Planning119,871
0.0% of portfolio›$5.0M
Ullmann Wealth Partners Group, LLC119,323
0.4% of portfolio›$5.0M
XY Planning Network, Inc.115,367
0.5% of portfolio›$4.8M
Bryant Woods Investment Advisors, LLC114,330
1.4% of portfolio›$4.8M
First Heartland Consultants, Inc.111,446
0.0% of portfolio›$467.7K
PFG Advisors111,297
0.2% of portfolio›$4.7M
Brookstone Capital Management109,973
0.0% of portfolio›$4.6M
Atria Investments, Inc108,599
0.0% of portfolio›$4.6M
Thayer Financial, L.L.C.104,610
4.0% of portfolio›$4.4M
Connecticut Capital Management Group, LLC101,542
3.4% of portfolio›$4.3M
EverSource Wealth Advisors, LLC99,836
0.1% of portfolio›$4.2M
Glass Jacobson Investment Advisors llc99,036
1.3% of portfolio›$4.2M
Torren Management, LLC96,632
2.0% of portfolio›$4.0M
CPA Asset Management Group, LLC93,919
1.1% of portfolio›$3.9M
Mattern Capital Management, LLC89,970
0.4% of portfolio›$3.8M
Signaturefd, LLC84,435
0.0% of portfolio›$3.5M
Intelligence Driven Advisers, LLC81,597
0.6% of portfolio›$3.4M
Investmark Advisory Group LLC74,073
1.0% of portfolio›$3.1M
Outbound Financial Inc72,911
1.9% of portfolio›$3.1M
RAM Investment Partners, LLC68,866
0.5% of portfolio›$2.9M
Lynx Investment Advisory67,870
0.9% of portfolio›$2.8M
Citigroup Inc66,640
0.0% of portfolio›$2.8M
Approach Retirement Advisors, LLC62,980
1.9% of portfolio›$2.6M
Washington Trust Advisors, Inc.61,479
0.2% of portfolio›$2.6M
International Private Wealth Advisors LLC61,450
1.1% of portfolio›$2.6M
Choreo, LLC56,433
0.0% of portfolio›$2.4M
Firethorn Wealth Partners, LLC55,214
0.7% of portfolio›$2.3M
Triad Wealth Partners, LLC53,764
0.1% of portfolio›$2.3M
Simplicity Wealth,LLC52,793
0.1% of portfolio›$2.2M
Maryland Capital Advisors Inc.51,078
0.7% of portfolio›$2.1M
Truist Financial Corp49,846
0.0% of portfolio›$2.1M
BIP Wealth, LLC46,659
0.1% of portfolio›$2.0M
Granville Capital, Inc.45,997
0.8% of portfolio›$1.9M
Wolfstich Capital, LLC45,434
1.1% of portfolio›$1.4M
First Financial Group Corp44,360
1.4% of portfolio›$1.9M
Canvas Wealth Advisors, LLC40,155
0.2% of portfolio›$1.7M
K2 Financial Inc.39,273
1.2% of portfolio›$1.7M
Samalin Investment Counsel, LLC35,229
0.5% of portfolio›$1.5M
Herold Advisors, Inc.34,697
0.3% of portfolio›$1.5M
Madrid Wealth Management, LLC31,177
0.8% of portfolio›$1.3M
Mission Financial Group, LLC29,935
1.0% of portfolio›$1.3M
Brighton Jones LLC29,393
0.0% of portfolio›$1.2M
GEN Financial Management, Inc.27,988
0.6% of portfolio›$1.2M
CogentBlue Wealth Advisors, LLC24,727
1.0% of portfolio›$1.0M
Prime Capital Investment Advisors, LLC23,799
0.0% of portfolio›$997.4K
Aspiriant, LLC23,712
0.0% of portfolio›$993.8K
Belleair Asset Management, LLC22,151
0.8% of portfolio›$928.3K
Modera Wealth Management, LLC21,514
0.0% of portfolio›$901.7K
RHL Group, LLC20,278
0.6% of portfolio›$849.9K
Diversify Advisory Services, LLC19,101
0.0% of portfolio›$815.8K
Diversify Wealth Management, LLC19,101
0.0% of portfolio›$815.8K
Gibraltar Capital Management, Inc.18,685
0.1% of portfolio›$783.1K
Lauterbach Financial Advisors, LLC17,049
0.3% of portfolio›$714.5K
Ascentis Independent Advisors16,915
0.0% of portfolio›$709.1K
Elevate Wealth Advisory, Inc16,745
0.4% of portfolio›$701.8K
Factor Wealth Management LTD16,709
0.1% of portfolio›$700.3K
Csenge Advisory Group16,220
0.0% of portfolio›$679.8K
Shearwater Capital LLC16,091
0.3% of portfolio›$674.4K
Stewardship Advisors, LLC15,798
0.1% of portfolio›$662.1K
Lionshead Wealth Management, LLC14,413
0.4% of portfolio›$604.0K
Ballast Rock Private Wealth LLC13,928
0.3% of portfolio›$583.7K
AWM Capital, LLC13,518
0.0% of portfolio›$566.5K
AlphaCore Capital LLC13,078
0.0% of portfolio›$548.1K
Quadcap Wealth Management, LLC13,027
0.1% of portfolio›$546.0K
Plancorp, LLC12,870
0.0% of portfolio›$548.5K
Rockwood Wealth Management, LLC12,834
0.0% of portfolio›$537.9K
Nova R Wealth, Inc.12,826
0.2% of portfolio›$537.5K
Quad-Cities Investment Group, LLC12,686
0.2% of portfolio›$531.7K
ARK & TLK Investments, LLC12,636
0.1% of portfolio›$529.6K
Compass Ion Advisors, LLC12,549
0.0% of portfolio›$525.9K
Badgley Phelps Wealth Managers, LLC11,512
0.0% of portfolio›$482.5K
Angeles Wealth Management, LLC11,478
0.0% of portfolio›$481.0K
Heritage Investment Group, Inc.11,438
0.1% of portfolio›$479.4K
Perigon Wealth Management, LLC10,852
0.0% of portfolio›$454.8K
Fifth Third Bancorp10,498
0.0% of portfolio›$440.0K
Legacy Advisors, LLC10,341
0.0% of portfolio›$433.4K
Stenger Family Office, LLC10,297
0.1% of portfolio›$439.3K
Quarry Hill Advisors, LLC9,972
0.2% of portfolio›$417.9K
Clark Asset Management, LLC9,802
0.0% of portfolio›$410.8K
Cogent Strategic Wealth LLC9,771
0.4% of portfolio›$409.5K
IFP Advisors, Inc9,534
0.0% of portfolio›$399.6K
Richard Young Associates, Ltd.8,999
0.2% of portfolio›$377.2K
Dixon Fnancial Services, Inc.8,153
0.1% of portfolio›$341.7K
Capstone Wealth Management, LLC8,129
0.2% of portfolio›$340.7K
US Bancorp \de\7,988
0.0% of portfolio›$334.8K
Squire Investment Management Company, LLC7,932
0.1% of portfolio›$332.4K
Wedmont Private Capital7,876
0.0% of portfolio›$334.3K
Clarity Capital Advisors, LLC7,819
0.1% of portfolio›$327.7K
Kestra Private Wealth Services, LLC7,574
0.0% of portfolio›$317.4K
Kachkovsky & Fisher, Inc.7,546
0.3% of portfolio›$316.3K
Facet Wealth, Inc.7,467
0.0% of portfolio›$312.9K
Mission Wealth Management, LP7,324
0.0% of portfolio›$306.9K
Oath Planning, LLC7,117
0.2% of portfolio›$298.3K
Cutler Investment Counsel LLC7,033
0.0% of portfolio›$294.8K
Bank of New York Mellon Corp6,735
0.0% of portfolio›$282.3K
Altman Advisors, Inc.6,628
0.1% of portfolio›$277.8K
Saxony Capital Management, LLC6,500
0.1% of portfolio›$272.4K
Thrive Wealth Management, LLC6,468
0.0% of portfolio›$271.1K
Rossby Financial, LCC6,334
0.0% of portfolio›$265.5K
Physician Wealth Solutions Inc.6,238
0.1% of portfolio›$261.4K
American Capital Advisory, LLC6,060
0.1% of portfolio›$254.0K
Pinnacle Bancorp, Inc.5,793
0.1% of portfolio›$244.1K
Total Clarity Wealth Management, Inc.5,469
0.0% of portfolio›$229.2K
MGO One Seven LLC5,365
0.0% of portfolio›$224.9K
Concord Wealth Partners5,343
0.0% of portfolio›$223.9K
Marks Group Wealth Management, Inc4,960
0.0% of portfolio›$207.9K
J.W. Cole Advisors, Inc.4,879
0.0% of portfolio›$204.5K
Maseco LLP3,887
0.0% of portfolio›$162.9K
Tradewinds Capital Management, LLC3,191
0.0% of portfolio›$133.7K
SJS Investment Consulting Inc.3,167
0.0% of portfolio›$132.7K
Ashton Thomas Private Wealth, LLC2,876
0.0% of portfolio›$120.5K
DecisionPoint Financial, LLC2,425
0.0% of portfolio›$102.2K
Fairscale Capital, LLC1,742
0.0% of portfolio›$74.2K
Balance Wealth Partners LLC1,555
0.0% of portfolio›$65.2K
Asset Dedication, LLC1,200
0.0% of portfolio›$50.3K
Oakworth Capital, Inc.990
0.0% of portfolio›$41.5K
Triumph Capital Management979
0.0% of portfolio›$41.0K
Hurley Capital, LLC969
0.0% of portfolio›$40.6K
Blue Trust, Inc.813
0.0% of portfolio›$34.1K
Team Financial Group, LLC744
0.0% of portfolio›$31.2K
Gleason Group, Inc.690
0.0% of portfolio›$28.9K
Investors Research Corp557
0.0% of portfolio›$23.3K
Montgomery Financial Services LLC526
0.0% of portfolio›$22.0K
Salomon & Ludwin, LLC477
0.0% of portfolio›$20.0K
Signature Resources Capital Management, LLC412
0.0% of portfolio›$17.3K
Key Capital Management, Inc410
0.0% of portfolio›$17.2K
Tounjian Advisory Partners, LLC376
0.0% of portfolio›$15.8K
Larson Financial Group LLC351
0.0% of portfolio›$14.7K
Silver Grove Financial Group, Inc.284
0.0% of portfolio›$11.9K
1620 Investment Advisors, Inc.271
0.0% of portfolio›$11.4K
Bfsg, LLC257
0.0% of portfolio›$10.8K
West Financial Advisors, LLC250
0.0% of portfolio›$10.5K
Cranbrook Wealth Management, LLC221
0.0% of portfolio›$9.3K
Pacific Center for Financial Services184
0.0% of portfolio›$7.7K
Abound Wealth Management45
0.0% of portfolio›$1.9K
Pinnacle Wealth Planning Services, Inc.24
0.0% of portfolio›$1.0K
Signature Equity Partners, LLC24
0.0% of portfolio›$1.0K
Quest 10 Wealth Builders, Inc.17
0.0% of portfolio›$712
StyleTurnoverLocationFiled
Forum Financial Management, LP
8,826,548$369.9M4.8%ETFLowLombard, IL2026-10-16
Apella Capital, LLC
4,343,496$184.9M2.3%ETFVery LowWest Hartford, CT2026-10-08
TCI Wealth Advisors, Inc.
3,301,278$138.4M5.6%ETFLowTucson, AZ2026-10-30
Assetmark, Inc
3,180,526$133.3M0.2%ETFLowConcord, CA2026-10-21
Petersen Hastings Wealth Advisors Inc.
3,118,478$130.7M10.8%ETFLowKennewick, WA2026-10-27
Park Avenue Securities LLC
2,781,409$116.6M2.0%ETFMediumNew York, NY2026-10-26
RW Investment Management LLC
2,678,986$112.3M9.9%ETFLowEagle, ID2026-11-03
Root Financial Partners, LLC
2,099,256$88.0M3.0%ETFMediumEncinitas, CA2026-10-21
Financial Consulate, Inc
2,094,789$87.8M9.8%ETFLowHunt Valley, MD2026-10-23
Vise Technologies, Inc.
2,076,293$87.0M0.7%IndexLowNew York, NY2026-10-29
Aprio Wealth Management, LLC
1,484,842$62.2M2.8%ETFMediumAtlanta, GA2026-10-28
Retirement Solution LLC
1,306,105$54.7M12.1%ETFMediumRedmond, WA2026-10-27
DiNuzzo Private Wealth, Inc.
1,252,931$52.5M5.2%ETFLowBeaver, PA2026-10-16
Burton Enright Welch
1,246,284$52.2M5.6%ETFVery LowWalnut Creek, CA2026-11-04
Symmetry Partners, LLC
1,210,201$50.7M2.6%ETFLowGlastonbury, CT2026-10-27
Greenspring Advisors, LLC
1,189,434$49.8M2.2%ETFVery LowTowson, MD2026-11-05
Catalyst Capital Advisors LLC
1,172,200$49.1M0.8%ETFVery LowSan Juan, PR2026-11-02
Chicago Partners Investment Group LLC
1,146,192$48.3M0.9%GARPLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
1,123,892$47.7M0.1%CoreLowPlymouth, MN2026-10-13
Fulton Bank, N.A.
1,061,463$44.5M1.4%CoreLowLancaster, PA2026-10-14
Forvis Mazars Wealth Advisors, LLC
792,878$33.2M0.5%ETFVery LowSpringfield, MO2026-10-13
True Wealth Design, LLC
790,224$33.5M7.9%ETFMediumAkron, OH2026-10-13
Stolz & Associates, PS
787,570$33.0M19.3%ETFLowTacoma, WA2026-11-05
LVZ, Inc.
707,933$29.7M3.0%ETFLowHolland, MI2026-10-20
SAX Wealth Advisors, LLC
700,521$29.4M0.8%ETFVery LowParsippany, NJ2026-10-13
Sterling Wealth Management, Inc.
697,619$29.2M7.5%ETFLowChampaign, IL2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
677,134$28.4M0.4%GrowthVery LowSeattle, WA2026-10-27
Discipline Wealth Solutions, LLC
671,854$28.2M2.4%ETFLowGreenville, SC2026-10-14
Integrity Advisory Solutions, LLC
644,986$27.0M2.8%ETFMediumDallas, TX2026-10-29
Market Street Wealth Management Advisors LLC
526,515$22.1M3.1%ETFMediumIndianapolis, IN2026-10-09
Commonwealth Equity Services, LLC
524,955$22.0M0.0%ETFLowWaltham, MA2026-11-02
Legacy Financial Group, Inc.
524,235$22.0M5.0%ETFLowTulsa, OK2026-10-21
Midwest Heritage Bank, FSB
514,666$21.6M6.3%ETFVery LowWest Des Moines, IA2026-10-26
Burk Holdings LLC
505,168$21.2M7.3%ETFVery LowTulsa, OK2026-11-05
Scratch Capital LLC
505,150$21.2M13.5%ETFMediumBoise, ID2026-11-02
Cambridge Investment Research Advisors, Inc.
502,619$21.1M0.1%ETFLowFairfield, IA2026-11-02
Parkshore Wealth Management, Inc.
499,319$20.9M5.3%ETFLowGranite Bay, CA2026-10-13
Tandemgrowth Financial Advisors LLC
483,413$20.3M16.5%ETFVery LowAlpharetta, GA2026-11-05
Integrity Alliance, Llc.
482,410$20.2M0.6%ETFMediumUrbandale, IA2026-10-29
Wealth Advisors Northwest LLC
474,905$19.9M6.6%ETFLowPortland, OR2026-10-29
Level Financial Advisors
447,477$18.8M4.1%ETFLowEast Amherst, NY2026-10-13
Syverson Strege & Co
446,736$18.7M4.1%ETFVery LowWest Des Moines, IA2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
408,367$17.1M1.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
408,367$17.1M0.2%CoreLowNew York, NY2026-10-20
Austin Asset Management Co Inc
407,439$17.1M2.3%ETFVery LowAustin, TX2026-10-29
Brady Martz Wealth Solutions, LLC
405,621$17.0M2.5%ETFLowGrand Forks, ND2026-11-05
25 LLC
403,136$16.9M4.6%ETFLowSt. Louis, MO2026-10-13
DWR Wealth Management, LLC
344,511$14.5M10.1%ETFLowSan Jose, CA2026-10-13
Aspen Private Advisors, LLC
342,933$14.4M14.2%ETFN/ASioux Falls, SD2026-10-27
Entrust Financial LLC
337,521$14.1M6.9%ETFLowWayne, PA2026-11-04
Family Wealth Partners, LLC
334,583$14.0M4.2%ETFLowMatthews, NC2026-10-20
Summit Wealth Group LLC / Co
316,383$13.3M0.8%ETFHighColorado Springs, CO2026-10-29
Kaufman Rossin Wealth, LLC
307,423$12.9M5.2%ETFLowMiami, FL2026-10-19
Elser Financial Planning, Inc
307,002$12.9M0.6%GARPLowIndianapolis, IN2026-10-16
Weinberger Asset Management, Inc
296,660$12.4M3.9%ETFVery LowLos Angeles, CA2026-10-28
Abel Hall, LLC
291,738$12.2M2.2%CoreMediumBaton Rouge, LA2026-10-19
RFG Advisory, LLC
282,779$11.9M0.2%ETFMediumBirmingham, AL2026-11-03
Kestra Advisory Services, LLC
277,971$11.6M0.0%CoreLowAustin, TX2026-11-02
AdvisorNet Financial, Inc
248,597$10.5M0.5%ETFLowMinnetonka, MN2026-10-15
Lynch Investment Planning, LLC
236,120$9.9M7.3%ETFLowNewtown Square, PA2026-10-27
Axxcess Wealth Management, LLC
222,304$9.3M0.4%CoreLowCarlsbad, CA2026-10-21
Tableaux LLC
207,167$8.7M3.5%ETFLowStockbridge, MA2026-10-23
Cherry Tree Wealth Management, LLC
204,051$8.6M1.6%ETFVery LowMinnetonka, MN2026-10-15
Live Oak Private Wealth LLC
203,930$8.5M1.0%ValueLowWilmington, NC2026-11-02
Yardley Wealth Management LLC
191,680$8.0M3.5%ETFVery LowYardley, PA2026-10-23
M Holdings Securities, Inc.
188,470$8.0K0.0%ETFHighPortland, OR2026-11-03
Security Financial Services, Inc.
185,414$7.8M1.0%ETFMediumFort Wayne, IN2026-10-29
Layline Advisors, LLC
166,233$7.0M6.3%ETFLowRochester, NY2026-11-02
BluePrint Investing LLC
164,216$6.9M5.4%ETFLowSan Francisco, CA2026-10-14
HMV Wealth Advisors, LLC
163,980$6.9M2.6%ETFVery LowShreveport, LA2026-10-27
GEM Asset Management, LLC
146,046$6.1M2.4%ETFLowPlymouth, MI2026-10-13
Northwest Wealth Management, LLC
145,276$6.1M0.8%ETFLowSpencer, IA2026-10-30
Capital Investment Advisory Services, LLC
142,244$6.0M0.4%CoreMediumRaleigh, NC2026-10-30
Waterfront Wealth Inc.
140,438$6.0M1.0%ValueLowOverland Park, KS2026-11-03
Integrity Investment Advisors, LLC
139,055$5.8M2.3%ETFMediumFort Collins, CO2026-11-03
Kestra Investment Management, LLC
137,122$5.7M0.1%ETFMediumAustin, TX2026-11-04
Redw Wealth LLC
135,888$5.7M2.1%ETFLowAlbuquerque, NM2026-11-02
City State Bank
130,788$5.5M1.2%GrowthVery LowNorwalk, IA2026-10-20
Signature Estate & Investment Advisors LLC
130,173$5.5M0.1%ETFMediumLos Angeles, CA2026-10-13
Strategent Financial, LLC
128,016$5.4M2.6%ETFLowHarrisonburg, VA2026-10-30
Creative Planning
119,871$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Ullmann Wealth Partners Group, LLC
119,323$5.0M0.4%ETFLowJacksonville Beach, FL2026-11-02
XY Planning Network, Inc.
115,367$4.8M0.5%ETFLowBozeman, MT2026-10-14
Bryant Woods Investment Advisors, LLC
114,330$4.8M1.4%ETFLowGetzville, NY2026-10-26
First Heartland Consultants, Inc.
111,446$467.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
PFG Advisors
111,297$4.7M0.2%ETFMediumPhoenix, AZ2026-10-16
Brookstone Capital Management
109,973$4.6M0.0%ETFMediumWheaton, IL2026-10-22
Atria Investments, Inc
108,599$4.6M0.0%CoreMediumCharlotte, NC2026-10-15
Thayer Financial, L.L.C.
104,610$4.4M4.0%ETFMediumHickory, NC2026-10-21
Connecticut Capital Management Group, LLC
101,542$4.3M3.4%GrowthLowMilford, CT2026-10-29
EverSource Wealth Advisors, LLC
99,836$4.2M0.1%CoreMediumBirmingham, AL2026-11-04
Glass Jacobson Investment Advisors llc
99,036$4.2M1.3%ETFLowOwings Mills, MD2026-10-26
Torren Management, LLC
96,632$4.0M2.0%ETFMediumSan Diego, CA2026-10-29
CPA Asset Management Group, LLC
93,919$3.9M1.1%ETFMediumWest Palm Beach, FL2026-10-26
Mattern Capital Management, LLC
89,970$3.8M0.4%CoreMediumLakewood, CO2026-11-02
Signaturefd, LLC
84,435$3.5M0.0%IndexLowAtlanta, GA2026-10-23
Intelligence Driven Advisers, LLC
81,597$3.4M0.6%ETFLowCarlsbad, CA2026-10-09
Investmark Advisory Group LLC
74,073$3.1M1.0%ETFVery LowShelton, CT2026-10-27
Outbound Financial Inc
72,911$3.1M1.9%ETFLowBoulder, CO2026-10-13
RAM Investment Partners, LLC
68,866$2.9M0.5%ETFLowBellevue, WA2026-10-21
Lynx Investment Advisory
67,870$2.8M0.9%ETFLowWashington, Dc, DC2026-10-27
Citigroup Inc
66,640$2.8M0.0%CoreMediumNew York, NY2026-11-04
Approach Retirement Advisors, LLC
62,980$2.6M1.9%ETFLowVestavia, AL2026-10-22
Washington Trust Advisors, Inc.
61,479$2.6M0.2%GrowthLowWellesley, MA2026-10-22
International Private Wealth Advisors LLC
61,450$2.6M1.1%CoreMediumSan Diego, CA2026-11-05
Choreo, LLC
56,433$2.4M0.0%IndexLowRockford, IL2026-10-28
Firethorn Wealth Partners, LLC
55,214$2.3M0.7%ETFLowAugusta, GA2026-10-14
Triad Wealth Partners, LLC
53,764$2.3M0.1%ETFMediumLawrence, KS2026-10-26
Simplicity Wealth,LLC
52,793$2.2M0.1%ETFLowSummit, NJ2026-10-23
Maryland Capital Advisors Inc.
51,078$2.1M0.7%ETFVery LowChester, MD2026-10-15
Truist Financial Corp
49,846$2.1M0.0%CoreLowCharlotte, NC2026-10-30
BIP Wealth, LLC
46,659$2.0M0.1%ETFMediumAtlanta, GA2026-10-22
Granville Capital, Inc.
45,997$1.9M0.8%ETFVery LowGreensboro, NC2026-11-05
Wolfstich Capital, LLC
45,434$1.4M1.1%ETFMediumMedfield, MA2026-10-14
First Financial Group Corp
44,360$1.9M1.4%ETFLowRaleigh, NC2026-10-22
Canvas Wealth Advisors, LLC
40,155$1.7M0.2%GrowthLowShawnee, KS2026-11-02
K2 Financial Inc.
39,273$1.7M1.2%ETFLowGlendora, CA2026-10-26
Samalin Investment Counsel, LLC
35,229$1.5M0.5%YieldMediumChappaqua, NY2026-10-23
Herold Advisors, Inc.
34,697$1.5M0.3%CoreLowNew York, NY2026-10-19
Madrid Wealth Management, LLC
31,177$1.3M0.8%ETFLowAlbuquerque, NM2026-10-23
Mission Financial Group, LLC
29,935$1.3M1.0%ETFN/AHonolulu, HI2026-10-21
Brighton Jones LLC
29,393$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
GEN Financial Management, Inc.
27,988$1.2M0.6%ETFLowPlymouth, MN2026-10-13
CogentBlue Wealth Advisors, LLC
24,727$1.0M1.0%ETFLowKnoxville, TN2026-10-09
Prime Capital Investment Advisors, LLC
23,799$997.4K0.0%ETFLowOverland Park, KS2026-10-20
Aspiriant, LLC
23,712$993.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Belleair Asset Management, LLC
22,151$928.3K0.8%ETFVery LowBelleair Bluffs, FL2026-11-03
Modera Wealth Management, LLC
21,514$901.7K0.0%ETFVery LowWestwood, NJ2026-10-28
RHL Group, LLC
20,278$849.9K0.6%ETFVery HighHolly, MI2026-11-04
Diversify Advisory Services, LLC
19,101$815.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
19,101$815.8K0.0%GrowthMediumSandy, UT2026-10-20
Gibraltar Capital Management, Inc.
18,685$783.1K0.1%CoreLowTulsa, OK2026-10-27
Lauterbach Financial Advisors, LLC
17,049$714.5K0.3%ETFVery LowEl Paso, TX2026-10-21
Ascentis Independent Advisors
16,915$709.1K0.0%ETFLowDallas, TX2026-11-03
Elevate Wealth Advisory, Inc
16,745$701.8K0.4%ETFVery LowAthens, GA2026-10-29
Factor Wealth Management LTD
16,709$700.3K0.1%ETFLowChicago, IL2026-10-08
Csenge Advisory Group
16,220$679.8K0.0%ETFMediumClearwater, FL2026-11-04
Shearwater Capital LLC
16,091$674.4K0.3%ETFVery LowDenver, CO2026-10-13
Stewardship Advisors, LLC
15,798$662.1K0.1%ETFMediumMount Joy, PA2026-10-20
Lionshead Wealth Management, LLC
14,413$604.0K0.4%ETFLowNew York, NY2026-10-21
Ballast Rock Private Wealth LLC
13,928$583.7K0.3%ETFMediumCharleston, SC2026-10-26
AWM Capital, LLC
13,518$566.5K0.0%ETFLowPhoenix, AZ2026-10-16
AlphaCore Capital LLC
13,078$548.1K0.0%ETFLowLa Jolla, CA2026-11-04
Quadcap Wealth Management, LLC
13,027$546.0K0.1%ETFLowFrisco, TX2026-11-02
Plancorp, LLC
12,870$548.5K0.0%ETFLowSaint Louis, MO2026-11-03
Rockwood Wealth Management, LLC
12,834$537.9K0.0%ETFVery LowNew Hope, PA2026-10-27
Nova R Wealth, Inc.
12,826$537.5K0.2%ETFLowOverland Park, KS2026-10-26
Quad-Cities Investment Group, LLC
12,686$531.7K0.2%CoreLowDavenport, IA2026-10-16
ARK & TLK Investments, LLC
12,636$529.6K0.1%ETFLowOklahoma City, OK2026-10-20
Compass Ion Advisors, LLC
12,549$525.9K0.0%ETFVery LowConshohocken, PA2026-10-23
Badgley Phelps Wealth Managers, LLC
11,512$482.5K0.0%GrowthVery LowSeattle, WA2026-10-22
Angeles Wealth Management, LLC
11,478$481.0K0.0%ETFLowSanta Monica, CA2026-10-26
Heritage Investment Group, Inc.
11,438$479.4K0.1%ETFVery LowPompano Beach, FL2026-11-03
Perigon Wealth Management, LLC
10,852$454.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Fifth Third Bancorp
10,498$440.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Legacy Advisors, LLC
10,341$433.4K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Stenger Family Office, LLC
10,297$439.3K0.1%GrowthMediumNaperville, IL2026-10-22
Quarry Hill Advisors, LLC
9,972$417.9K0.2%ETFVery LowSt Paul, MN2026-11-04
Clark Asset Management, LLC
9,802$410.8K0.0%ETFVery LowStratham, NH2026-10-19
Cogent Strategic Wealth LLC
9,771$409.5K0.4%ETFLowChicago, IL2026-10-22
IFP Advisors, Inc
9,534$399.6K0.0%GrowthLowTampa, FL2026-10-16
Richard Young Associates, Ltd.
8,999$377.2K0.2%ETFVery LowAugusta, GA2026-11-03
Dixon Fnancial Services, Inc.
8,153$341.7K0.1%ETFVery LowLafayette, CA2026-10-23
Capstone Wealth Management, LLC
8,129$340.7K0.2%ETFLowTuscaloosa, AL2026-11-02
US Bancorp \de\
7,988$334.8K0.0%IndexLowMinneapolis, MN2026-11-05
Squire Investment Management Company, LLC
7,932$332.4K0.1%ETFVery LowOrem, UT2026-11-03
Wedmont Private Capital
7,876$334.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Clarity Capital Advisors, LLC
7,819$327.7K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Kestra Private Wealth Services, LLC
7,574$317.4K0.0%GrowthLowAustin, TX2026-10-30
Kachkovsky & Fisher, Inc.
7,546$316.3K0.3%ETFN/ASan Diego, CA2026-10-21
Facet Wealth, Inc.
7,467$312.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Mission Wealth Management, LP
7,324$306.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Oath Planning, LLC
7,117$298.3K0.2%ETFVery LowTulsa, OK2026-10-20
Cutler Investment Counsel LLC
7,033$294.8K0.0%CoreLowJacksonville, OR2026-10-28
Bank of New York Mellon Corp
6,735$282.3K0.0%CoreLowNew York, NY2026-11-05
Altman Advisors, Inc.
6,628$277.8K0.1%CoreLowChicago, IL2026-11-05
Saxony Capital Management, LLC
6,500$272.4K0.1%ETFMediumSt. Louis, MO2026-10-15
Thrive Wealth Management, LLC
6,468$271.1K0.0%ETFVery LowAudubon, PA2026-10-13
Rossby Financial, LCC
6,334$265.5K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Solutions Inc.
6,238$261.4K0.1%ETFLowNorth Las Vegas, NV2026-10-14
American Capital Advisory, LLC
6,060$254.0K0.1%ETFLowKetchum, ID2026-10-28
Pinnacle Bancorp, Inc.
5,793$244.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Total Clarity Wealth Management, Inc.
5,469$229.2K0.0%ETFMediumSt. Charles, IL2026-10-26
MGO One Seven LLC
5,365$224.9K0.0%GrowthLowBeachwood, OH2026-10-28
Concord Wealth Partners
5,343$223.9K0.0%GrowthLowAbingdon, VA2026-11-02
Marks Group Wealth Management, Inc
4,960$207.9K0.0%CoreMediumMinnetonka, MN2026-11-05
J.W. Cole Advisors, Inc.
4,879$204.5K0.0%IndexLowTampa, FL2026-11-05
Maseco LLP
3,887$162.9K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Tradewinds Capital Management, LLC
3,191$133.7K0.0%ETFVery HighBellingham, WA2026-10-23
SJS Investment Consulting Inc.
3,167$132.7K0.0%ETFVery LowSylvania, OH2026-10-26
Ashton Thomas Private Wealth, LLC
2,876$120.5K0.0%CoreMediumScottsdale, AZ2026-11-03
DecisionPoint Financial, LLC
2,425$102.2K0.0%ETFVery LowMesa, AZ2026-10-27
Fairscale Capital, LLC
1,742$74.2K0.0%GrowthVery LowNashua, NH2026-11-04
Balance Wealth Partners LLC
1,555$65.2K0.0%ETFMediumWorthington, OH2026-10-27
Asset Dedication, LLC
1,200$50.3K0.0%ETFLowSan Francisco, CA2026-11-03
Oakworth Capital, Inc.
990$41.5K0.0%ETFLowBirmingham, AL2026-10-26
Triumph Capital Management
979$41.0K0.0%ETFMediumDenver, CO2026-10-14
Hurley Capital, LLC
969$40.6K0.0%GARPMediumNew York, NY2026-11-05
Blue Trust, Inc.
813$34.1K0.0%ETFLowBrentwood, TN2026-10-15
Team Financial Group, LLC
744$31.2K0.0%ETFLowTemecula, CA2026-10-30
Gleason Group, Inc.
690$28.9K0.0%ETFVery LowProspect, KY2026-10-15
Investors Research Corp
557$23.3K0.0%ETFLowAtlanta, GA2026-10-07
Montgomery Financial Services LLC
526$22.0K0.0%ETFN/AOcean City, MD2026-11-03
Salomon & Ludwin, LLC
477$20.0K0.0%ETFVery LowRichmond, VA2026-10-29
Signature Resources Capital Management, LLC
412$17.3K0.0%ETFLowNewport Beach, CA2026-10-16
Key Capital Management, Inc
410$17.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Tounjian Advisory Partners, LLC
376$15.8K0.0%GrowthHighFort Myers, FL2026-11-04
Larson Financial Group LLC
351$14.7K0.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
284$11.9K0.0%CoreMediumOrchard Park, NY2026-11-05
1620 Investment Advisors, Inc.
271$11.4K0.0%ValueLowPlymouth, MA2026-11-04
Bfsg, LLC
257$10.8K0.0%CoreLowIrvine, CA2026-10-30
West Financial Advisors, LLC
250$10.5K0.0%ETFLowDes Moines, IA2026-10-22
Cranbrook Wealth Management, LLC
221$9.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Pacific Center for Financial Services
184$7.7K0.0%ETFMediumDanville, CA2026-10-15
Abound Wealth Management
45$1.9K0.0%ETFVery LowFranklin, TN2026-10-26
Pinnacle Wealth Planning Services, Inc.
24$1.0K0.0%GARPLowMansfield, OH2026-10-27
Signature Equity Partners, LLC
24$1.0K0.0%GrowthMediumColumbus, OH2026-10-29
Quest 10 Wealth Builders, Inc.
17$7120.0%ETFLowFuquay-Varina, VA2026-11-02