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Dimensional US Core Equity M (DFAU)

CUSIP: 25434V104 | NYSE | 878 institutional holders

Quarters

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

Annex Advisory Services, LLC4,776,681
4.1% of portfolio›$250.1M
RVW Wealth, LLC4,720,801
15.9% of portfolio›$247.2M
Sageworth Trust Co4,370,451
8.6% of portfolio›$228.8M
Aquire Wealth Advisors, LLC3,723,295
44.0% of portfolio›$195.0M
SYM Financial Corp3,712,112
14.8% of portfolio›$194.4M
Modera Wealth Management, LLC3,330,367
1.8% of portfolio›$174.4M
Kooman & Associates2,918,050
40.8% of portfolio›$152.8M
Spinnaker Investment Group, LLC2,634,989
21.7% of portfolio›$138.0M
Blankinship & Foster, LLC2,553,215
27.3% of portfolio›$133.7M
Maseco LLP2,322,173
3.3% of portfolio›$121.5M
Arista Wealth Management, LLC2,168,710
12.1% of portfolio›$113.6M
Apella Capital, LLC2,161,278
1.5% of portfolio›$115.2M
Elser Financial Planning, Inc1,990,787
4.6% of portfolio›$104.2M
55 North Private Wealth, LLC1,828,740
18.0% of portfolio›$95.8M
Pioneer Wealth Management Group1,792,680
22.1% of portfolio›$93.9M
Krilogy Financial LLC1,374,950
2.0% of portfolio›$73.4M
HB Wealth Management, LLC1,252,015
0.3% of portfolio›$65.6M
Live Oak Private Wealth LLC1,214,868
7.7% of portfolio›$63.6M
Amicus Financial Advisors, LLC1,150,100
15.4% of portfolio›$60.2M
Diversify Wealth Management, LLC1,095,502
0.9% of portfolio›$58.2M
Diversify Advisory Services, LLC1,095,502
0.9% of portfolio›$58.2M
Plancorp, LLC1,064,155
1.3% of portfolio›$55.6M
AlphaStar Capital Management, LLC1,032,152
3.2% of portfolio›$54.0M
Essential Planning, Llc.1,015,597
14.6% of portfolio›$53.2M
Hill Island Financial LLC1,013,754
11.0% of portfolio›$53.1M
Brighton Jones LLC1,010,455
0.9% of portfolio›$52.9M
TCP Asset Management, LLC991,324
5.9% of portfolio›$52.4M
Valued Wealth Advisors LLC985,028
17.8% of portfolio›$51.6M
SC&H Financial Advisors, Inc.913,483
6.6% of portfolio›$47.8M
AdvisorNet Financial, Inc860,818
2.1% of portfolio›$45.5M
ACT Advisors, Llc.835,665
14.2% of portfolio›$43.8M
Private Wealth Management Group, LLC833,464
9.8% of portfolio›$43.6M
Fonville Wealth Management LLC819,858
6.5% of portfolio›$42.9M
Two West Capital Advisors LLC786,944
20.5% of portfolio›$41.3M
Highland Financial Advisors, LLC781,650
8.7% of portfolio›$40.9M
Timonier Family Office, Ltd.776,172
14.2% of portfolio›$40.6M
Prudent Investor Advisors, LLC765,672
31.4% of portfolio›$40.1M
Commonwealth Equity Services, LLC765,507
0.1% of portfolio›$40.1M
Bay Harbor Wealth Management, LLC755,804
9.0% of portfolio›$39.6M
Yardley Wealth Management LLC752,735
17.2% of portfolio›$39.4M
Physician Wealth Solutions Inc.734,118
15.1% of portfolio›$38.4M
Creative Planning705,956
0.0% of portfolio›$37.0M
Allegiance Financial Group Advisory Services LLC689,737
5.9% of portfolio›$36.1M
BCM Advisors, LLC652,954
6.6% of portfolio›$34.1M
Kure Advisory, LLC637,601
15.4% of portfolio›$33.4M
Keystone Financial Group, Inc.618,578
17.3% of portfolio›$32.4M
M Wealth Management, LLC605,281
24.4% of portfolio›$31.7M
Heritage Investment Group, Inc.578,650
4.1% of portfolio›$30.3M
Shira Ridge Wealth Management565,399
10.3% of portfolio›$29.6M
SAX Wealth Advisors, LLC558,577
0.8% of portfolio›$29.2M
AWM Capital, LLC555,381
2.0% of portfolio›$29.1M
Morling Financial Advisors, LLC550,112
7.7% of portfolio›$28.8M
Entrewealth, LLC549,821
10.3% of portfolio›$28.8M
Larry Mathis Financial Planning, LLC539,287
24.0% of portfolio›$28.2M
Quantum Financial Advisors, LLC498,652
2.5% of portfolio›$26.1M
JFS Wealth Advisors, LLC489,893
1.3% of portfolio›$25.7M
Tassel Capital Management, Inc.476,982
12.3% of portfolio›$25.0M
Park Avenue Securities LLC441,881
0.4% of portfolio›$23.1M
Mission Wealth Management, LP435,509
0.4% of portfolio›$22.8M
Cambridge Investment Research Advisors, Inc.421,904
0.1% of portfolio›$22.1M
Jacobi Capital Management LLC419,923
1.0% of portfolio›$22.0M
Perigon Wealth Management, LLC415,787
0.3% of portfolio›$21.8M
Maryland Capital Advisors Inc.397,312
6.5% of portfolio›$20.8M
Willow Creek Wealth Management Inc.379,157
1.3% of portfolio›$19.9M
Physician Wealth Advisors, Inc.376,658
2.3% of portfolio›$19.7M
Prudent Man Investment Management, Inc.355,962
5.3% of portfolio›$18.6M
Lido Advisors, LLC350,632
0.0% of portfolio›$18.4M
Wealth Enhancement Advisory Services, LLC340,585
0.0% of portfolio›$18.1M
Security Financial Services, Inc.331,324
2.3% of portfolio›$17.3M
Weinberger Asset Management, Inc328,854
5.5% of portfolio›$17.2M
North Capital, Inc.321,724
12.3% of portfolio›$17.2M
Farther Finance Advisors, LLC319,438
0.1% of portfolio›$16.7M
Navigoe, LLC317,351
9.0% of portfolio›$16.6M
Clarity Capital Advisors, LLC312,998
6.8% of portfolio›$16.4M
Legacy Financial Group, Inc.309,434
3.7% of portfolio›$16.2M
Ledgewood Wealth Advisors, LLC308,998
8.9% of portfolio›$16.2M
Great Point Wealth Advisors, LLC305,114
2.5% of portfolio›$16.0M
XY Planning Network, Inc.271,683
1.5% of portfolio›$14.2M
Lauer Wealth, LLC264,037
8.8% of portfolio›$14.0M
Sowell Financial Services LLC260,960
0.4% of portfolio›$13.7M
Canopy Partners, LLC257,033
3.9% of portfolio›$13.5M
Firethorn Wealth Partners, LLC250,722
4.2% of portfolio›$13.1M
First Financial Group Corp248,196
9.9% of portfolio›$13.0M
Cherrydale Wealth Management, LLC247,301
3.4% of portfolio›$12.9M
Semitam Bonam LLC244,622
8.9% of portfolio›$12.8M
IFP Advisors, Inc244,342
0.2% of portfolio›$12.8M
Prodigy Asset Management LLC233,190
3.6% of portfolio›$12.2M
Pacific Asset Management, LLC217,976
5.6% of portfolio›$11.4M
Indivisible Partners216,026
0.5% of portfolio›$11.3M
Assetmark, Inc214,864
0.0% of portfolio›$11.3M
Glass Jacobson Investment Advisors llc213,847
3.4% of portfolio›$11.2M
Kestra Private Wealth Services, LLC207,614
0.1% of portfolio›$10.9M
Vise Technologies, Inc.205,706
0.1% of portfolio›$10.8M
Chicago Partners Investment Group LLC203,187
0.2% of portfolio›$10.6M
FinDec Wealth Services, Inc.202,317
12.7% of portfolio›$10.6M
International Private Wealth Advisors LLC200,838
4.4% of portfolio›$10.5M
American Capital Advisory, LLC195,504
3.5% of portfolio›$10.2M
My Personal CFO, LLC194,176
3.6% of portfolio›$10.2M
Kennedy Investment Group, Inc.192,924
3.2% of portfolio›$10.1M
Root Financial Partners, LLC190,985
0.3% of portfolio›$10.0M
Capital Investment Advisory Services, LLC180,957
0.6% of portfolio›$9.5M
Forvis Mazars Wealth Advisors, LLC174,794
0.2% of portfolio›$9.2M
Abel Hall, LLC174,604
1.6% of portfolio›$9.1M
Forteris Wealth Management Inc.174,371
7.5% of portfolio›$9.1M
Syverson Strege & Co173,939
2.0% of portfolio›$9.1M
Accurate Wealth Management, LLC165,210
0.8% of portfolio›$8.8M
Mattern Wealth Management LLC163,389
1.4% of portfolio›$8.6M
Aspen Wealth Management LLC162,258
1.4% of portfolio›$8.5M
Diversified Portfolios, Inc.160,946
0.6% of portfolio›$8.4M
3 Factor Indexing, LLC160,460
7.0% of portfolio›$8.4M
Morton Capital Management LLC150,681
1.0% of portfolio›$7.9M
Granville Capital, Inc.149,907
3.1% of portfolio›$7.8M
Summit Wealth Group LLC / Co149,498
0.5% of portfolio›$7.8M
GEM Asset Management, LLC146,588
3.1% of portfolio›$7.7M
Quad-Cities Investment Group, LLC145,727
2.7% of portfolio›$7.6M
Kestra Advisory Services, LLC145,589
0.0% of portfolio›$7.6M
Concurrent Investment Advisors, LLC144,135
0.1% of portfolio›$7.5M
Wealth Advisors Northwest LLC138,528
2.4% of portfolio›$7.3M
JDH Wealth Management, LLC132,879
4.2% of portfolio›$7.0M
D.A. Davidson & Co.132,195
0.0% of portfolio›$6.9M
Truist Financial Corp124,626
0.0% of portfolio›$6.5M
Level Wealth Management LLC122,867
2.5% of portfolio›$6.4M
Revolve Wealth Partners, LLC122,778
0.7% of portfolio›$6.4M
Dodds Wealth, LLC121,580
1.4% of portfolio›$6.4M
Signature Resources Capital Management, LLC121,167
2.7% of portfolio›$6.3M
RFG Advisory, LLC118,356
0.1% of portfolio›$6.2M
Waterfront Wealth Inc.118,118
1.0% of portfolio›$6.2M
Andrews, Lucia Wealth Management LLC118,108
3.4% of portfolio›$6.2M
Cypress Point Wealth Management, LLC117,466
0.7% of portfolio›$6.2M
Alkeme Wealth, LLC116,856
2.3% of portfolio›$6.1M
TCI Wealth Advisors, Inc.114,736
0.2% of portfolio›$6.0M
Robinson Smith Wealth Advisors LLC112,746
3.6% of portfolio›$5.9M
CSP Financial Group, LLC106,820
5.6% of portfolio›$5.6M
Tableaux LLC104,594
2.2% of portfolio›$5.5M
Twin Cities Retirement Group LLC97,229
4.2% of portfolio›$5.1M
Elevation Wealth Partners, LLC95,842
1.4% of portfolio›$5.0M
Market Street Wealth Management Advisors LLC95,158
0.7% of portfolio›$5.0M
BluePrint Investing LLC93,476
3.8% of portfolio›$4.9M
180 Wealth Advisors, LLC92,847
0.5% of portfolio›$4.9M
Fiduciary Financial Group, LLC92,219
0.6% of portfolio›$4.8M
Milestone Asset Management Group, LLC89,277
2.2% of portfolio›$4.7M
G2 Capital Management, LLC / OH89,002
1.1% of portfolio›$4.7M
Seamount Financial Group Inc87,606
1.8% of portfolio›$4.6M
Retirement Solution LLC86,417
1.0% of portfolio›$4.5M
APS Management Group, Inc.86,203
3.2% of portfolio›$4.5M
Quarry Hill Advisors, LLC83,862
1.6% of portfolio›$4.4M
Washington Trust Advisors, Inc.82,021
0.3% of portfolio›$4.3M
ARK & TLK Investments, LLC81,476
1.0% of portfolio›$4.3M
Cowa, LLC79,563
1.0% of portfolio›$4.2M
Burton Enright Welch79,350
0.4% of portfolio›$4.2M
Sageworth Trust Co of South Dakota78,867
2.4% of portfolio›$4.1M
HFG Wealth Management, LLC78,396
4.1% of portfolio›$4.1M
RED Lighthouse Investment Management, LLC78,084
1.2% of portfolio›$4.1M
HMV Wealth Advisors, LLC77,497
1.5% of portfolio›$4.1M
Apollon Wealth Management, LLC75,059
0.0% of portfolio›$3.9M
Investmark Advisory Group LLC73,522
1.2% of portfolio›$3.8M
SpringVest Wealth Management LLC70,889
2.3% of portfolio›$3.7M
SwitchPoint Financial Planning, LLC70,809
2.1% of portfolio›$3.7M
Concord Wealth Partners70,744
0.4% of portfolio›$3.7M
Axxcess Wealth Management, LLC69,691
0.1% of portfolio›$3.6M
Donalies Financial Planning, LLC69,593
2.7% of portfolio›$3.6M
Altiora Financial Group, LLC68,501
0.6% of portfolio›$3.6M
Versant Capital Management, Inc67,073
0.3% of portfolio›$3.5M
Catalyst Private Wealth, LLC66,571
1.5% of portfolio›$3.5M
Meritas Wealth Management, LLC62,102
1.2% of portfolio›$3.3M
Nova Financial LLC61,821
1.4% of portfolio›$3.2M
Kane Co Wealth Management, Inc.61,217
2.6% of portfolio›$3.2M
Legacy Capital Wealth Partners, LLC60,443
0.7% of portfolio›$3.2M
ERn Financial, LLC59,660
0.5% of portfolio›$3.1M
Ballast Rock Private Wealth LLC57,093
1.4% of portfolio›$3.0M
First Citizens Bank & Trust Co56,510
0.0% of portfolio›$3.0M
Choreo, LLC54,863
0.0% of portfolio›$2.9M
Woodside Wealth Management LLC53,689
1.9% of portfolio›$2.8M
Herold Advisors, Inc.53,046
0.5% of portfolio›$2.8M
Greenspring Advisors, LLC51,836
0.1% of portfolio›$2.7M
Pinnacle Financial Group, LLC / IL51,806
0.7% of portfolio›$2.7M
Elevate Wealth Advisory, Inc50,681
1.4% of portfolio›$2.7M
Gutierrez Wealth Advisory, LLC49,826
1.4% of portfolio›$2.6M
Cogent Strategic Wealth LLC49,052
2.4% of portfolio›$2.6M
Verisail Partners, LLC49,025
1.0% of portfolio›$2.6M
Capstone Wealth Management, LLC48,111
1.2% of portfolio›$2.5M
RCS Financial Planning, LLC44,364
1.3% of portfolio›$2.3M
SJS Investment Consulting Inc.43,433
0.2% of portfolio›$2.3M
Parkshore Wealth Management, Inc.42,871
0.6% of portfolio›$2.2M
Forum Financial Management, LP41,302
0.0% of portfolio›$2.2M
Lionshead Wealth Management, LLC41,191
1.5% of portfolio›$2.2M
Hiley Hunt Wealth Management38,920
0.8% of portfolio›$2.0M
Vestia Personal Wealth Advisors37,008
0.7% of portfolio›$1.9M
Langley Wealth Management, LLC35,189
1.8% of portfolio›$1.8M
Olistico Wealth, LLC34,683
0.8% of portfolio›$1.8M
Forthright Family Wealth Advisory LLC34,634
1.0% of portfolio›$1.8M
Shore Point Advisors, LLC34,021
0.6% of portfolio›$1.8M
Factor Wealth Management LTD33,313
0.3% of portfolio›$1.7M
Financial Symmetry Inc33,065
0.6% of portfolio›$1.7M
Selective Wealth Management, Inc.32,238
0.4% of portfolio›$1.7M
Kaufman Rossin Wealth, LLC31,955
0.7% of portfolio›$1.7M
Retirement Guys Formula LLC31,522
0.6% of portfolio›$1.7M
Sincerus Advisory, LLC31,018
1.1% of portfolio›$1.6M
Sweeney & Michel, LLC30,168
0.4% of portfolio›$1.6M
Lauterbach Financial Advisors, LLC30,158
0.7% of portfolio›$1.6M
RHS Financial, LLC29,872
0.5% of portfolio›$1.6M
WealthSpring Partners, LLC28,777
1.6% of portfolio›$1.5M
Oceanside Advisors LLC28,766
0.9% of portfolio›$1.5M
Squire Investment Management Company, LLC28,448
0.3% of portfolio›$1.5M
Inscription Capital, LLC28,316
0.2% of portfolio›$1.5M
CFS Investment Advisory Services, LLC27,075
0.1% of portfolio›$1.4M
US Bancorp \de\27,030
0.0% of portfolio›$1.4M
Evanson Financial, LLC25,329
0.1% of portfolio›$1.3M
Peirce Capital Management, LLC25,214
0.5% of portfolio›$1.3M
Prospera Financial Services Inc24,939
0.0% of portfolio›$1.3M
Balance Wealth Partners LLC24,880
0.3% of portfolio›$1.3M
Northwest Wealth Management, LLC24,771
0.2% of portfolio›$1.3M
USAdvisors Wealth Management, LLC23,877
1.4% of portfolio›$1.3M
Powerhouse Assets LLC23,255
1.0% of portfolio›$1.2M
Patriot Financial Group Insurance Agency, LLC22,785
0.1% of portfolio›$1.2M
Csenge Advisory Group22,494
0.0% of portfolio›$1.2M
Acorn Wealth Advisors, LLC22,132
0.3% of portfolio›$1.2M
Apollon Financial, LLC21,821
0.1% of portfolio›$1.1M
Cullen T Bankers, Inc.20,994
0.0% of portfolio›$1.1M
Baker Tilly Wealth Management, LLC20,317
0.2% of portfolio›$1.1M
Ares Financial Consulting, LLC20,164
0.7% of portfolio›$1.1M
Huntleigh Advisors, Inc.19,752
0.1% of portfolio›$1.0M
First National Bank Sioux Falls19,407
0.3% of portfolio›$1.0M
Stewardship Advisors, LLC19,347
0.2% of portfolio›$1.0M
Allodium Investment Consultants, LLC18,453
0.4% of portfolio›$966.2K
Lexington Hill Partners, LLC17,741
0.4% of portfolio›$928.9K
SageOak Financial, LLC17,740
0.6% of portfolio›$928.9K
CGN Advisors LLC17,071
0.1% of portfolio›$893.9K
MGO One Seven LLC17,020
0.0% of portfolio›$891.2K
Elco Management Co., LLC17,012
0.4% of portfolio›$890.7K
Colony Family Offices, LLC16,930
0.2% of portfolio›$886.5K
Mason & Associates, LLC16,909
0.2% of portfolio›$885.4K
City State Bank16,753
0.2% of portfolio›$877.2K
Davenport & Co LLC16,324
0.0% of portfolio›$854.7K
Optima Capital LLC15,968
0.3% of portfolio›$836.1K
Wheels Up Wealth, Inc.15,766
0.7% of portfolio›$825.5K
Barrett & Company, Inc.15,497
0.2% of portfolio›$811.4K
Smith Salley Wealth Management14,727
0.0% of portfolio›$771.1K
Rossby Financial, LCC13,805
0.1% of portfolio›$722.8K
Woodward Financial Advisors, Inc.13,641
0.3% of portfolio›$714.2K
Cardinal Point Capital Management ULC13,550
0.0% of portfolio›$709.5K
DecisionPoint Financial, LLC13,399
0.1% of portfolio›$703.6K
SLT Holdings LLC13,289
0.4% of portfolio›$695.8K
Rockwood Wealth Management, LLC13,131
0.0% of portfolio›$687.5K
Yoder Wealth Management, Inc.13,109
0.3% of portfolio›$686.4K
Financial Harvest, LLC12,575
0.3% of portfolio›$658.4K
Mather Group, Llc.12,555
0.0% of portfolio›$657.4K
Ballew Advisors, Inc12,532
0.3% of portfolio›$662.7K
Quadcap Wealth Management, LLC12,456
0.1% of portfolio›$652.2K
Triad Wealth Partners, LLC12,416
0.0% of portfolio›$650.1K
Cypress Wealth Services, LLC12,339
0.1% of portfolio›$660.0K
Bay Capital Advisors, LLC12,030
0.3% of portfolio›$629.9K
Facet Wealth, Inc.11,778
0.0% of portfolio›$616.7K
Triune Financial Partners, LLC11,616
0.1% of portfolio›$608.2K
Ascentis Independent Advisors11,483
0.0% of portfolio›$601.3K
Dixon Fnancial Services, Inc.11,465
0.2% of portfolio›$600.3K
Private Trust Co NA11,382
0.0% of portfolio›$595.9K
Aerodigm Wealth, LLC11,209
0.2% of portfolio›$586.9K
Titleist Asset Management, LLC10,898
0.0% of portfolio›$570.6K
May Hill Capital, LLC10,821
0.1% of portfolio›$566.6K
Daymark Wealth Partners, LLC10,744
0.0% of portfolio›$562.6K
Freedom Financial Partners LLC10,718
0.2% of portfolio›$561.2K
Sigma Planning Corp10,475
0.0% of portfolio›$548.5K
Patten & Patten Inc10,450
0.0% of portfolio›$547.2K
Luminvest Wealth Management LLC10,342
0.1% of portfolio›$541.5K
Summit Investment Advisors, Inc.\KS10,167
0.2% of portfolio›$532.4K
tru Independence LLC10,051
0.2% of portfolio›$526.3K
Beacon Financial Advisory LLC9,871
0.1% of portfolio›$516.8K
Tranquility Partners, LLC9,716
0.2% of portfolio›$508.7K
Lynch Investment Planning, LLC9,348
0.4% of portfolio›$489.5K
Spectrum Advisors, Inc.8,959
0.3% of portfolio›$469.1K
WMG Financial Advisors, LLC8,937
0.2% of portfolio›$462.0K
Total Clarity Wealth Management, Inc.8,848
0.1% of portfolio›$463.3K
BIP Wealth, LLC8,796
0.0% of portfolio›$460.6K
Montis Financial, LLC8,740
0.1% of portfolio›$457.6K
Cornerstone Wealth Management, LLC8,724
0.0% of portfolio›$456.8K
Bayshore Asset Management, LLC8,711
0.2% of portfolio›$465.3K
AlphaCore Capital LLC8,686
0.0% of portfolio›$454.8K
Sprinkle Financial Consultants LLC8,560
0.2% of portfolio›$448.2K
Ullmann Wealth Partners Group, LLC8,527
0.0% of portfolio›$446.5K
AA Financial Advisors, LLC8,442
0.1% of portfolio›$442.0K
Foundry Financial LLC8,336
0.1% of portfolio›$436.5K
Brookstone Capital Management8,043
0.0% of portfolio›$421.1K
Gordian Advisors LLC8,010
0.2% of portfolio›$419.4K
New Dimensions Wealth Management, LLC8,009
0.3% of portfolio›$419.4K
Oath Planning, LLC8,002
0.3% of portfolio›$419.0K
Riverchase Wealth Management, LLC7,638
0.2% of portfolio›$399.9K
Porter White Investment Advisors, Inc.7,463
0.2% of portfolio›$390.8K
Porter White Investment Advisors, Inc.7,463
0.2% of portfolio›$390.8K
Eclectic Associates Inc7,349
0.0% of portfolio›$384.8K
Baker Boyer National Bank7,339
0.1% of portfolio›$384.3K
Midwest Trust Co7,298
0.0% of portfolio›$382.1K
Wedmont Private Capital6,948
0.0% of portfolio›$369.4K
Index Fund Advisors, Inc.6,941
0.0% of portfolio›$363.5K
Brindle & Bay Financial Advisors, LLC6,848
0.1% of portfolio›$358.6K
Liberty Capital Management, Inc.6,744
0.1% of portfolio›$353.1K
Cooper Financial Group6,716
0.0% of portfolio›$351.6K
LAM Group, Inc.6,320
0.2% of portfolio›$330.9K
Signaturefd, LLC6,302
0.0% of portfolio›$330.0K
Shearwater Capital LLC6,225
0.2% of portfolio›$325.9K
Friday Financial5,994
0.1% of portfolio›$314.7K
ARS Wealth Advisors Group, LLC5,960
0.0% of portfolio›$312.1K
Oakworth Capital, Inc.5,954
0.0% of portfolio›$311.8K
Ascent Group, LLC5,873
0.0% of portfolio›$307.5K
Builder Investment Group Inc5,850
0.1% of portfolio›$306.3K
Summit Financial Wealth Advisors, LLC5,800
0.0% of portfolio›$303.7K
Peterson Wealth Advisors, LLC5,677
0.0% of portfolio›$297.3K
Graves Light Lenhart Wealth, Inc.5,647
0.0% of portfolio›$295.7K
Nemes Rush Group LLC5,596
0.0% of portfolio›$293.0K
Emprise Bank5,549
0.1% of portfolio›$290.5K
Beacon Financial Strategies Corp5,451
0.1% of portfolio›$285.4K
Family Office Research LLC5,392
0.1% of portfolio›$282.4K
Heritage Wealth Management, Inc.5,207
0.1% of portfolio›$272.6K
BOS Asset Management, LLC4,960
0.1% of portfolio›$259.7K
Next Level Wealth Planning, LLC4,932
0.1% of portfolio›$258.2K
Bryant Woods Investment Advisors, LLC4,918
0.1% of portfolio›$257.5K
TD Waterhouse Canada Inc.4,900
0.0% of portfolio›$256.7K
Lodestone Wealth Management LLC4,890
0.1% of portfolio›$256.1K
B.O.S.S. Retirement Advisors, LLC4,866
0.1% of portfolio›$254.8K
Strategent Financial, LLC4,815
0.1% of portfolio›$252.1K
Texas Bank & Trust Co4,700
0.1% of portfolio›$246.1K
Sunpointe, LLC4,699
0.1% of portfolio›$246.1K
Gradient Capital Advisors, LLC4,676
0.1% of portfolio›$244.8K
True Wealth Design, LLC4,600
0.1% of portfolio›$240.9K
Discipline Wealth Solutions, LLC4,488
0.0% of portfolio›$235.0K
Prosperitas Financial LLC4,443
0.1% of portfolio›$232.6K
Simplicity Wealth,LLC4,428
0.0% of portfolio›$231.9K
Heffernan Advisory, Inc4,385
0.2% of portfolio›$229.6K
Horizon Financial Services, LLC4,255
0.1% of portfolio›$222.8K
Parallel Advisors, LLC4,219
0.0% of portfolio›$220.9K
Fiduciary Alliance LLC3,956
0.0% of portfolio›$207.1K
Planned Solutions, Inc.3,909
0.1% of portfolio›$204.7K
CWS Financial Advisors, LLC3,891
0.0% of portfolio›$203.7K
Centurion Wealth Management LLC3,848
0.0% of portfolio›$201.5K
Salomon & Ludwin, LLC3,015
0.0% of portfolio›$157.9K
Pillar Financial Advisors, LLC2,820
0.1% of portfolio›$147.6K
Kings Path Partners LLC2,352
0.0% of portfolio›$123.2K
Asset Dedication, LLC1,606
0.0% of portfolio›$84.1K
Arlington Trust Co LLC1,376
0.0% of portfolio›$72.0K
Phillips Financial Management, LLC1,164
0.0% of portfolio›$61.0K
Moisand Fitzgerald Tamayo, LLC1,060
0.0% of portfolio›$55.5K
Tradewinds Capital Management, LLC807
0.0% of portfolio›$42.3K
Compass Financial Management LLC684
0.0% of portfolio›$35.8K
Rydar Equities, Inc.555
0.0% of portfolio›$29.6K
Fortitude Family Office, LLC346
0.0% of portfolio›$18.1K
Buck Wealth Strategies, LLC249
0.0% of portfolio›$13.0K
Hurley Capital, LLC174
0.0% of portfolio›$9.1K
Creative Financial Designs Inc115
0.0% of portfolio›$6.0K
Key Capital Management, Inc100
0.0% of portfolio›$5.2K
West Financial Advisors, LLC60
0.0% of portfolio›$3.1K
Quest 10 Wealth Builders, Inc.58
0.0% of portfolio›$3.0K
Burk Holdings LLC51
0.0% of portfolio›$2.7K
Vermillion Wealth Management, Inc.1
0.0% of portfolio›$35
StyleTurnoverLocationFiled
Annex Advisory Services, LLC
4,776,681$250.1M4.1%GrowthHighBrookfield, WI2026-10-16
RVW Wealth, LLC
4,720,801$247.2M15.9%ETFVery LowLos Angeles, CA2026-10-06
Sageworth Trust Co
4,370,451$228.8M8.6%ETFLowLancaster, PA2026-10-30
Aquire Wealth Advisors, LLC
3,723,295$195.0M44.0%ETFVery LowSalt Lake City, UT2026-10-23
SYM Financial Corp
3,712,112$194.4M14.8%ETFVery LowWinona Lake, IN2026-10-26
Modera Wealth Management, LLC
3,330,367$174.4M1.8%ETFVery LowWestwood, NJ2026-10-28
Kooman & Associates
2,918,050$152.8M40.8%ETFLowAltoona, PA2026-10-21
Spinnaker Investment Group, LLC
2,634,989$138.0M21.7%ETFLowNewport Beach, CA2026-10-13
Blankinship & Foster, LLC
2,553,215$133.7M27.3%ETFVery LowSolana Beach, CA2026-10-19
Maseco LLP
2,322,173$121.5M3.3%ETFVery LowLondon, United Kingdom2026-10-27
Arista Wealth Management, LLC
2,168,710$113.6M12.1%ETFMediumLas Vegas, NV2026-10-29
Apella Capital, LLC
2,161,278$115.2M1.5%ETFVery LowWest Hartford, CT2026-10-08
Elser Financial Planning, Inc
1,990,787$104.2M4.6%GARPLowIndianapolis, IN2026-10-16
55 North Private Wealth, LLC
1,828,740$95.8M18.0%ETFLowWinter Park, FL2026-10-20
Pioneer Wealth Management Group
1,792,680$93.9M22.1%ETFLowAustin, TX2026-10-09
Krilogy Financial LLC
1,374,950$73.4M2.0%GrowthLowSt. Louis, MO2026-10-13
HB Wealth Management, LLC
1,252,015$65.6M0.3%IndexVery LowAtlanta, GA2026-10-23
Live Oak Private Wealth LLC
1,214,868$63.6M7.7%ValueLowWilmington, NC2026-11-02
Amicus Financial Advisors, LLC
1,150,100$60.2M15.4%ETFLowLubbock, TX2026-11-03
Diversify Wealth Management, LLC
1,095,502$58.2M0.9%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,095,502$58.2M0.9%GrowthLowSandy, UT2026-10-20
Plancorp, LLC
1,064,155$55.6M1.3%ETFLowSaint Louis, MO2026-11-03
AlphaStar Capital Management, LLC
1,032,152$54.0M3.2%ETFMediumCornelius, NC2026-10-16
Essential Planning, Llc.
1,015,597$53.2M14.6%ETFLowPortsmouth, NH2026-10-21
Hill Island Financial LLC
1,013,754$53.1M11.0%ETFLowGrand Rapids, MI2026-10-20
Brighton Jones LLC
1,010,455$52.9M0.9%CoreVery LowSeattle, WA2026-11-03
TCP Asset Management, LLC
991,324$52.4M5.9%ETFLowUpper Arlington, OH2026-10-14
Valued Wealth Advisors LLC
985,028$51.6M17.8%IndexVery LowHolladay, UT2026-11-05
SC&H Financial Advisors, Inc.
913,483$47.8M6.6%ETFVery LowHunt Valley, MD2026-10-14
AdvisorNet Financial, Inc
860,818$45.5M2.1%ETFLowMinnetonka, MN2026-10-15
ACT Advisors, Llc.
835,665$43.8M14.2%ETFMediumAsheville, NC2026-10-15
Private Wealth Management Group, LLC
833,464$43.6M9.8%ETFLowPrinceton, NJ2026-10-19
Fonville Wealth Management LLC
819,858$42.9M6.5%ETFVery LowRichmond, VA2026-10-28
Two West Capital Advisors LLC
786,944$41.3M20.5%ETFLowOverland Park, KS2026-10-15
Highland Financial Advisors, LLC
781,650$40.9M8.7%ETFVery LowWayne, NJ2026-10-19
Timonier Family Office, Ltd.
776,172$40.6M14.2%ETFVery LowWinston Salem, NC2026-11-03
Prudent Investor Advisors, LLC
765,672$40.1M31.4%ETFN/AFolsom, CA2026-10-22
Commonwealth Equity Services, LLC
765,507$40.1M0.1%ETFLowWaltham, MA2026-11-02
Bay Harbor Wealth Management, LLC
755,804$39.6M9.0%ETFMediumHunt Valley, MD2026-11-03
Yardley Wealth Management LLC
752,735$39.4M17.2%ETFVery LowYardley, PA2026-10-23
Physician Wealth Solutions Inc.
734,118$38.4M15.1%ETFLowNorth Las Vegas, NV2026-10-14
Creative Planning
705,956$37.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Allegiance Financial Group Advisory Services LLC
689,737$36.1M5.9%ETFLowVienna, VA2026-11-02
BCM Advisors, LLC
652,954$34.1M6.6%ETFLowLafayette, LA2026-11-03
Kure Advisory, LLC
637,601$33.4M15.4%ETFVery LowPlymouth, MN2026-10-08
Keystone Financial Group, Inc.
618,578$32.4M17.3%ETFLowAtlanta, GA2026-10-13
M Wealth Management, LLC
605,281$31.7M24.4%ETFVery LowSan Diego, CA2026-10-14
Heritage Investment Group, Inc.
578,650$30.3M4.1%ETFVery LowPompano Beach, FL2026-11-03
Shira Ridge Wealth Management
565,399$29.6M10.3%ETFLowLarkspur, CA2026-10-09
SAX Wealth Advisors, LLC
558,577$29.2M0.8%ETFVery LowParsippany, NJ2026-10-13
AWM Capital, LLC
555,381$29.1M2.0%ETFLowPhoenix, AZ2026-10-16
Morling Financial Advisors, LLC
550,112$28.8M7.7%ETFLowFremont, CA2026-10-28
Entrewealth, LLC
549,821$28.8M10.3%ETFLowAustin, TX2026-10-14
Larry Mathis Financial Planning, LLC
539,287$28.2M24.0%ValueHighPhoenix, AZ2026-10-26
Quantum Financial Advisors, LLC
498,652$26.1M2.5%ETFLowSanta Monica, CA2026-11-03
JFS Wealth Advisors, LLC
489,893$25.7M1.3%ETFVery LowHermitage, PA2026-11-03
Tassel Capital Management, Inc.
476,982$25.0M12.3%ETFLowMatthews, NC2026-10-20
Park Avenue Securities LLC
441,881$23.1M0.4%ETFMediumNew York, NY2026-10-26
Mission Wealth Management, LP
435,509$22.8M0.4%ETFLowSanta Barbara, CA2026-10-15
Cambridge Investment Research Advisors, Inc.
421,904$22.1M0.1%ETFLowFairfield, IA2026-11-02
Jacobi Capital Management LLC
419,923$22.0M1.0%CoreLowPittston, PA2026-11-05
Perigon Wealth Management, LLC
415,787$21.8M0.3%GrowthLowSan Francisco, CA2026-10-22
Maryland Capital Advisors Inc.
397,312$20.8M6.5%ETFVery LowChester, MD2026-10-15
Willow Creek Wealth Management Inc.
379,157$19.9M1.3%ETFVery LowSebastopol, CA2026-10-26
Physician Wealth Advisors, Inc.
376,658$19.7M2.3%ETFMediumMidvale, UT2026-10-20
Prudent Man Investment Management, Inc.
355,962$18.6M5.3%ETFVery LowLouisville, CO2026-11-03
Lido Advisors, LLC
350,632$18.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
340,585$18.1M0.0%CoreLowPlymouth, MN2026-10-13
Security Financial Services, Inc.
331,324$17.3M2.3%ETFMediumFort Wayne, IN2026-10-29
Weinberger Asset Management, Inc
328,854$17.2M5.5%ETFVery LowLos Angeles, CA2026-10-28
North Capital, Inc.
321,724$17.2M12.3%ETFLowSalt Lake City, UT2026-10-16
Farther Finance Advisors, LLC
319,438$16.7M0.1%IndexLowSan Francisco, CA2026-10-08
Navigoe, LLC
317,351$16.6M9.0%ETFVery LowRedondo Beach, CA2026-11-04
Clarity Capital Advisors, LLC
312,998$16.4M6.8%ETFVery LowLakewood Ranch, FL2026-10-27
Legacy Financial Group, Inc.
309,434$16.2M3.7%ETFLowTulsa, OK2026-10-21
Ledgewood Wealth Advisors, LLC
308,998$16.2M8.9%ETFLowExeter, NH2026-10-09
Great Point Wealth Advisors, LLC
305,114$16.0M2.5%ETFVery LowBoston, MA2026-10-15
XY Planning Network, Inc.
271,683$14.2M1.5%ETFLowBozeman, MT2026-10-14
Lauer Wealth, LLC
264,037$14.0M8.8%ETFMediumValparaiso, IN2026-10-13
Sowell Financial Services LLC
260,960$13.7M0.4%CoreLowNorth Little Rock, AR2026-10-23
Canopy Partners, LLC
257,033$13.5M3.9%GrowthLowCincinnati, OH2026-10-28
Firethorn Wealth Partners, LLC
250,722$13.1M4.2%ETFLowAugusta, GA2026-10-14
First Financial Group Corp
248,196$13.0M9.9%ETFLowRaleigh, NC2026-10-22
Cherrydale Wealth Management, LLC
247,301$12.9M3.4%ETFVery LowMontclair, NJ2026-10-20
Semitam Bonam LLC
244,622$12.8M8.9%ETFVery LowGoshen, NY2026-10-27
IFP Advisors, Inc
244,342$12.8M0.2%GrowthLowTampa, FL2026-10-16
Prodigy Asset Management LLC
233,190$12.2M3.6%ETFLowOmaha, NE2026-10-28
Pacific Asset Management, LLC
217,976$11.4M5.6%ETFVery LowGig Harbor, WA2026-10-15
Indivisible Partners
216,026$11.3M0.5%GrowthMediumClearwater, FL2026-10-26
Assetmark, Inc
214,864$11.3M0.0%ETFLowConcord, CA2026-10-21
Glass Jacobson Investment Advisors llc
213,847$11.2M3.4%ETFLowOwings Mills, MD2026-10-26
Kestra Private Wealth Services, LLC
207,614$10.9M0.1%GrowthLowAustin, TX2026-10-30
Vise Technologies, Inc.
205,706$10.8M0.1%IndexLowNew York, NY2026-10-29
Chicago Partners Investment Group LLC
203,187$10.6M0.2%GARPLowChicago, IL2026-10-27
FinDec Wealth Services, Inc.
202,317$10.6M12.7%ETFVery LowStockton, CA2026-10-30
International Private Wealth Advisors LLC
200,838$10.5M4.4%CoreMediumSan Diego, CA2026-11-05
American Capital Advisory, LLC
195,504$10.2M3.5%ETFLowKetchum, ID2026-10-28
My Personal CFO, LLC
194,176$10.2M3.6%ETFHighVancouver, WA2026-10-14
Kennedy Investment Group, Inc.
192,924$10.1M3.2%GrowthLowWest Deptford, NJ2026-10-21
Root Financial Partners, LLC
190,985$10.0M0.3%ETFMediumEncinitas, CA2026-10-21
Capital Investment Advisory Services, LLC
180,957$9.5M0.6%CoreMediumRaleigh, NC2026-10-30
Forvis Mazars Wealth Advisors, LLC
174,794$9.2M0.2%ETFVery LowSpringfield, MO2026-10-13
Abel Hall, LLC
174,604$9.1M1.6%CoreMediumBaton Rouge, LA2026-10-19
Forteris Wealth Management Inc.
174,371$9.1M7.5%ETFVery LowArmonk, NY2026-10-13
Syverson Strege & Co
173,939$9.1M2.0%ETFVery LowWest Des Moines, IA2026-11-02
Accurate Wealth Management, LLC
165,210$8.8M0.8%CoreMediumWesley Chapel, FL2026-10-20
Mattern Wealth Management LLC
163,389$8.6M1.4%ETFVery LowLawrence, KS2026-11-04
Aspen Wealth Management LLC
162,258$8.5M1.4%ETFLowFort Worth, TX2026-10-14
Diversified Portfolios, Inc.
160,946$8.4M0.6%ETFLowBloomfield Hills, MI2026-11-04
3 Factor Indexing, LLC
160,460$8.4M7.0%ETFLowSacramento, CA2026-10-15
Morton Capital Management LLC
150,681$7.9M1.0%ETFVery LowCalabasas, CA2026-10-23
Granville Capital, Inc.
149,907$7.8M3.1%ETFVery LowGreensboro, NC2026-11-05
Summit Wealth Group LLC / Co
149,498$7.8M0.5%ETFHighColorado Springs, CO2026-10-29
GEM Asset Management, LLC
146,588$7.7M3.1%ETFLowPlymouth, MI2026-10-13
Quad-Cities Investment Group, LLC
145,727$7.6M2.7%CoreLowDavenport, IA2026-10-16
Kestra Advisory Services, LLC
145,589$7.6M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
144,135$7.5M0.1%GrowthMediumTampa, FL2026-10-16
Wealth Advisors Northwest LLC
138,528$7.3M2.4%ETFLowPortland, OR2026-10-29
JDH Wealth Management, LLC
132,879$7.0M4.2%ETFVery LowSanta Rosa, CA2026-10-20
D.A. Davidson & Co.
132,195$6.9M0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
124,626$6.5M0.0%CoreLowCharlotte, NC2026-10-30
Level Wealth Management LLC
122,867$6.4M2.5%ETFVery LowGreensboro, NC2026-10-23
Revolve Wealth Partners, LLC
122,778$6.4M0.7%ETFVery LowHackensack, NJ2026-10-23
Dodds Wealth, LLC
121,580$6.4M1.4%ETFVery LowGreenwood Village, CO2026-11-02
Signature Resources Capital Management, LLC
121,167$6.3M2.7%ETFLowNewport Beach, CA2026-10-16
RFG Advisory, LLC
118,356$6.2M0.1%ETFMediumBirmingham, AL2026-11-03
Waterfront Wealth Inc.
118,118$6.2M1.0%ValueLowOverland Park, KS2026-11-03
Andrews, Lucia Wealth Management LLC
118,108$6.2M3.4%ETFVery LowDanville, CA2026-11-02
Cypress Point Wealth Management, LLC
117,466$6.2M0.7%ETFLowDallas, TX2026-11-03
Alkeme Wealth, LLC
116,856$6.1M2.3%ValueLowScottsdale, AZ2026-10-08
TCI Wealth Advisors, Inc.
114,736$6.0M0.2%ETFLowTucson, AZ2026-10-30
Robinson Smith Wealth Advisors LLC
112,746$5.9M3.6%ETFLowSouth Portland, ME2026-10-22
CSP Financial Group, LLC
106,820$5.6M5.6%ETFLowScottsdale, AZ2026-10-26
Tableaux LLC
104,594$5.5M2.2%ETFLowStockbridge, MA2026-10-23
Twin Cities Retirement Group LLC
97,229$5.1M4.2%ETFVery LowPlymouth, MN2026-10-16
Elevation Wealth Partners, LLC
95,842$5.0M1.4%ETFLowWalnut Creek, CA2026-10-07
Market Street Wealth Management Advisors LLC
95,158$5.0M0.7%ETFMediumIndianapolis, IN2026-10-09
BluePrint Investing LLC
93,476$4.9M3.8%ETFLowSan Francisco, CA2026-10-14
180 Wealth Advisors, LLC
92,847$4.9M0.5%CoreLowFederal Way, WA2026-11-03
Fiduciary Financial Group, LLC
92,219$4.8M0.6%ETFLowSan Rafael, CA2026-10-13
Milestone Asset Management Group, LLC
89,277$4.7M2.2%ETFVery LowAvon, CT2026-10-20
G2 Capital Management, LLC / OH
89,002$4.7M1.1%ETFVery LowColumbus, OH2026-10-23
Seamount Financial Group Inc
87,606$4.6M1.8%ETFLowColorado Springs, CO2026-10-21
Retirement Solution LLC
86,417$4.5M1.0%ETFMediumRedmond, WA2026-10-27
APS Management Group, Inc.
86,203$4.5M3.2%ETFMediumTorrance, CA2026-10-14
Quarry Hill Advisors, LLC
83,862$4.4M1.6%ETFVery LowSt Paul, MN2026-11-04
Washington Trust Advisors, Inc.
82,021$4.3M0.3%GrowthLowWellesley, MA2026-10-22
ARK & TLK Investments, LLC
81,476$4.3M1.0%ETFLowOklahoma City, OK2026-10-20
Cowa, LLC
79,563$4.2M1.0%ETFMediumTulsa, OK2026-10-30
Burton Enright Welch
79,350$4.2M0.4%ETFVery LowWalnut Creek, CA2026-11-04
Sageworth Trust Co of South Dakota
78,867$4.1M2.4%ETFLowSioux Falls, SD2026-10-30
HFG Wealth Management, LLC
78,396$4.1M4.1%ETFLowThe Woodlands, TX2026-10-16
RED Lighthouse Investment Management, LLC
78,084$4.1M1.2%ETFVery LowHillsdale, NY2026-11-02
HMV Wealth Advisors, LLC
77,497$4.1M1.5%ETFVery LowShreveport, LA2026-10-27
Apollon Wealth Management, LLC
75,059$3.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Investmark Advisory Group LLC
73,522$3.8M1.2%ETFVery LowShelton, CT2026-10-27
SpringVest Wealth Management LLC
70,889$3.7M2.3%ETFLowDallas, TX2026-10-27
SwitchPoint Financial Planning, LLC
70,809$3.7M2.1%ETFVery LowLehi, UT2026-11-02
Concord Wealth Partners
70,744$3.7M0.4%GrowthLowAbingdon, VA2026-11-02
Axxcess Wealth Management, LLC
69,691$3.6M0.1%CoreLowCarlsbad, CA2026-10-21
Donalies Financial Planning, LLC
69,593$3.6M2.7%ETFVery LowWashington, DC2026-10-19
Altiora Financial Group, LLC
68,501$3.6M0.6%ETFLowLebanon, OH2026-11-04
Versant Capital Management, Inc
67,073$3.5M0.3%GARPLowPhoenix, AZ2026-10-02
Catalyst Private Wealth, LLC
66,571$3.5M1.5%ETFVery LowSan Mateo, CA2026-10-13
Meritas Wealth Management, LLC
62,102$3.3M1.2%ETFVery LowSan Rafael, CA2026-10-14
Nova Financial LLC
61,821$3.2M1.4%N/AN/ATucson, AZ2026-11-04
Kane Co Wealth Management, Inc.
61,217$3.2M2.6%ETFVery LowJohnston, IA2026-11-04
Legacy Capital Wealth Partners, LLC
60,443$3.2M0.7%CoreMediumLittle Rock, AR2026-10-21
ERn Financial, LLC
59,660$3.1M0.5%ETFVery LowMiddleton, WI2026-10-28
Ballast Rock Private Wealth LLC
57,093$3.0M1.4%ETFMediumCharleston, SC2026-10-26
First Citizens Bank & Trust Co
56,510$3.0M0.0%CoreMediumRaleigh, NC2026-10-14
Choreo, LLC
54,863$2.9M0.0%IndexLowRockford, IL2026-10-28
Woodside Wealth Management LLC
53,689$2.8M1.9%ETFVery LowFramingham, MA2026-10-16
Herold Advisors, Inc.
53,046$2.8M0.5%CoreLowNew York, NY2026-10-19
Greenspring Advisors, LLC
51,836$2.7M0.1%ETFVery LowTowson, MD2026-11-05
Pinnacle Financial Group, LLC / IL
51,806$2.7M0.7%ETFVery LowWestern Springs, IL2026-10-29
Elevate Wealth Advisory, Inc
50,681$2.7M1.4%ETFVery LowAthens, GA2026-10-29
Gutierrez Wealth Advisory, LLC
49,826$2.6M1.4%ETFLowLittle Rock, AR2026-11-02
Cogent Strategic Wealth LLC
49,052$2.6M2.4%ETFLowChicago, IL2026-10-22
Verisail Partners, LLC
49,025$2.6M1.0%ETFVery LowChamblee, GA2026-10-19
Capstone Wealth Management, LLC
48,111$2.5M1.2%ETFLowTuscaloosa, AL2026-11-02
RCS Financial Planning, LLC
44,364$2.3M1.3%ETFMediumAnnapolis, MD2026-10-14
SJS Investment Consulting Inc.
43,433$2.3M0.2%ETFVery LowSylvania, OH2026-10-26
Parkshore Wealth Management, Inc.
42,871$2.2M0.6%ETFLowGranite Bay, CA2026-10-13
Forum Financial Management, LP
41,302$2.2M0.0%ETFLowLombard, IL2026-10-16
Lionshead Wealth Management, LLC
41,191$2.2M1.5%ETFLowNew York, NY2026-10-21
Hiley Hunt Wealth Management
38,920$2.0M0.8%ETFVery LowOmaha, NE2026-10-08
Vestia Personal Wealth Advisors
37,008$1.9M0.7%ETFMediumFort Wayne, IN2026-10-20
Langley Wealth Management, LLC
35,189$1.8M1.8%CoreN/ACorinth, MS2026-11-04
Olistico Wealth, LLC
34,683$1.8M0.8%GrowthVery LowTulsa, OK2026-10-05
Forthright Family Wealth Advisory LLC
34,634$1.8M1.0%ETFHighHouston, TX2026-11-03
Shore Point Advisors, LLC
34,021$1.8M0.6%ETFLowBrielle, NJ2026-10-14
Factor Wealth Management LTD
33,313$1.7M0.3%ETFLowChicago, IL2026-10-08
Financial Symmetry Inc
33,065$1.7M0.6%ETFVery LowRaleigh, NC2026-10-06
Selective Wealth Management, Inc.
32,238$1.7M0.4%ETFLowForest, VA2026-10-16
Kaufman Rossin Wealth, LLC
31,955$1.7M0.7%ETFLowMiami, FL2026-10-19
Retirement Guys Formula LLC
31,522$1.7M0.6%CoreMediumMaumee, OH2026-10-26
Sincerus Advisory, LLC
31,018$1.6M1.1%ETFVery LowNew York, NY2026-10-09
Sweeney & Michel, LLC
30,168$1.6M0.4%ETFVery LowChico, CA2026-10-16
Lauterbach Financial Advisors, LLC
30,158$1.6M0.7%ETFVery LowEl Paso, TX2026-10-21
RHS Financial, LLC
29,872$1.6M0.5%ETFMediumSan Francisco, CA2026-10-13
WealthSpring Partners, LLC
28,777$1.5M1.6%ETFLowLong Beach, CA2026-10-14
Oceanside Advisors LLC
28,766$1.5M0.9%ETFVery LowMount Pleasant, SC2026-11-03
Squire Investment Management Company, LLC
28,448$1.5M0.3%ETFVery LowOrem, UT2026-11-03
Inscription Capital, LLC
28,316$1.5M0.2%GARPMediumHouston, TX2026-11-02
CFS Investment Advisory Services, LLC
27,075$1.4M0.1%ETFMediumTotowa, NJ2026-10-19
US Bancorp \de\
27,030$1.4M0.0%IndexLowMinneapolis, MN2026-11-05
Evanson Financial, LLC
25,329$1.3M0.1%ETFN/AMclean, VA2026-10-23
Peirce Capital Management, LLC
25,214$1.3M0.5%ETFLowThe Woodlands, TX2026-10-19
Prospera Financial Services Inc
24,939$1.3M0.0%CoreMediumDallas, TX2026-11-04
Balance Wealth Partners LLC
24,880$1.3M0.3%ETFMediumWorthington, OH2026-10-27
Northwest Wealth Management, LLC
24,771$1.3M0.2%ETFLowSpencer, IA2026-10-30
USAdvisors Wealth Management, LLC
23,877$1.3M1.4%ETFLowEden Prairie, MN2026-10-21
Powerhouse Assets LLC
23,255$1.2M1.0%ETFVery LowLincoln, MA2026-10-19
Patriot Financial Group Insurance Agency, LLC
22,785$1.2M0.1%GrowthLowWalpole, MA2026-10-14
Csenge Advisory Group
22,494$1.2M0.0%ETFMediumClearwater, FL2026-11-04
Acorn Wealth Advisors, LLC
22,132$1.2M0.3%ETFLowGrand Blanc, MI2026-10-19
Apollon Financial, LLC
21,821$1.1M0.1%ETFVery LowMount Pleasant, SC2026-10-23
Cullen T Bankers, Inc.
20,994$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Baker Tilly Wealth Management, LLC
20,317$1.1M0.2%GrowthLowMadison, WI2026-10-05
Ares Financial Consulting, LLC
20,164$1.1M0.7%CoreLowCalabasas, CA2026-10-19
Huntleigh Advisors, Inc.
19,752$1.0M0.1%GrowthMediumSt. Louis, MO2026-11-03
First National Bank Sioux Falls
19,407$1.0M0.3%ETFVery LowSioux Falls, SD2026-10-13
Stewardship Advisors, LLC
19,347$1.0M0.2%ETFMediumMount Joy, PA2026-10-20
Allodium Investment Consultants, LLC
18,453$966.2K0.4%ETFVery LowMinneapolis, MN2026-10-14
Lexington Hill Partners, LLC
17,741$928.9K0.4%ETFLowDallas, TX2026-10-13
SageOak Financial, LLC
17,740$928.9K0.6%ETFLowTulsa, OK2026-10-19
CGN Advisors LLC
17,071$893.9K0.1%ETFLowManhattan, KS2026-10-21
MGO One Seven LLC
17,020$891.2K0.0%GrowthLowBeachwood, OH2026-10-28
Elco Management Co., LLC
17,012$890.7K0.4%CoreLowNew York, NY2026-10-14
Colony Family Offices, LLC
16,930$886.5K0.2%ETFVery LowCharlotte, NC2026-10-22
Mason & Associates, LLC
16,909$885.4K0.2%ETFVery LowNewport News, VA2026-10-26
City State Bank
16,753$877.2K0.2%GrowthVery LowNorwalk, IA2026-10-20
Davenport & Co LLC
16,324$854.7K0.0%CoreMediumRichmond, VA2026-10-14
Optima Capital LLC
15,968$836.1K0.3%ETFHighPortland, OR2026-10-29
Wheels Up Wealth, Inc.
15,766$825.5K0.7%ETFVery LowBenicia, CA2026-10-27
Barrett & Company, Inc.
15,497$811.4K0.2%ETFLowProvidence, RI2026-10-22
Smith Salley Wealth Management
14,727$771.1K0.0%GrowthLowGreensboro, NC2026-11-03
Rossby Financial, LCC
13,805$722.8K0.1%ETFMediumMelbourne, FL2026-11-05
Woodward Financial Advisors, Inc.
13,641$714.2K0.3%ETFVery LowChapel Hill, NC2026-10-19
Cardinal Point Capital Management ULC
13,550$709.5K0.0%ValueLowToronto, Australia2026-10-21
DecisionPoint Financial, LLC
13,399$703.6K0.1%ETFVery LowMesa, AZ2026-10-27
SLT Holdings LLC
13,289$695.8K0.4%GrowthMediumScottsdale, AZ2026-10-15
Rockwood Wealth Management, LLC
13,131$687.5K0.0%ETFVery LowNew Hope, PA2026-10-27
Yoder Wealth Management, Inc.
13,109$686.4K0.3%ETFLowWalnut Creek, CA2026-10-13
Financial Harvest, LLC
12,575$658.4K0.3%ETFVery LowWinter Park, FL2026-10-15
Mather Group, Llc.
12,555$657.4K0.0%ETFMediumChicago, IL2026-10-14
Ballew Advisors, Inc
12,532$662.7K0.3%ETFLowJackson, MS2026-10-05
Quadcap Wealth Management, LLC
12,456$652.2K0.1%ETFLowFrisco, TX2026-11-02
Triad Wealth Partners, LLC
12,416$650.1K0.0%ETFMediumLawrence, KS2026-10-26
Cypress Wealth Services, LLC
12,339$660.0K0.1%ETFLowPalm Desert, CA2026-10-21
Bay Capital Advisors, LLC
12,030$629.9K0.3%ETFLowVirginia Beach, VA2026-10-16
Facet Wealth, Inc.
11,778$616.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Triune Financial Partners, LLC
11,616$608.2K0.1%ETFVery LowOverland Park, KS2026-11-03
Ascentis Independent Advisors
11,483$601.3K0.0%ETFLowDallas, TX2026-11-03
Dixon Fnancial Services, Inc.
11,465$600.3K0.2%ETFVery LowLafayette, CA2026-10-23
Private Trust Co NA
11,382$595.9K0.0%CoreLowCleveland, OH2026-10-20
Aerodigm Wealth, LLC
11,209$586.9K0.2%ETFLowLake Oswego, OR2026-10-16
Titleist Asset Management, LLC
10,898$570.6K0.0%ETFLowSan Antonio, TX2026-10-08
May Hill Capital, LLC
10,821$566.6K0.1%ETFLowCohasset, MA2026-11-03
Daymark Wealth Partners, LLC
10,744$562.6K0.0%CoreLowCincinnati, OH2026-11-04
Freedom Financial Partners LLC
10,718$561.2K0.2%ETFLowOakdale, MN2026-10-19
Sigma Planning Corp
10,475$548.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Patten & Patten Inc
10,450$547.2K0.0%CoreLowChattanooga, TN2026-10-26
Luminvest Wealth Management LLC
10,342$541.5K0.1%ETFVery LowScottsdale, AZ2026-10-14
Summit Investment Advisors, Inc.\KS
10,167$532.4K0.2%N/AN/ALeawood, KS2026-11-05
tru Independence LLC
10,051$526.3K0.2%ETFLowPortland, OR2026-10-20
Beacon Financial Advisory LLC
9,871$516.8K0.1%ETFLowCleveland, OH2026-10-16
Tranquility Partners, LLC
9,716$508.7K0.2%CoreLowBrentwood, TN2026-10-20
Lynch Investment Planning, LLC
9,348$489.5K0.4%ETFLowNewtown Square, PA2026-10-27
Spectrum Advisors, Inc.
8,959$469.1K0.3%N/AN/APlano, TX2026-11-03
WMG Financial Advisors, LLC
8,937$462.0K0.2%ETFLowKnoxville, TN2026-10-28
Total Clarity Wealth Management, Inc.
8,848$463.3K0.1%ETFMediumSt. Charles, IL2026-10-26
BIP Wealth, LLC
8,796$460.6K0.0%ETFMediumAtlanta, GA2026-10-22
Montis Financial, LLC
8,740$457.6K0.1%ETFLowWaltham, MA2026-11-04
Cornerstone Wealth Management, LLC
8,724$456.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Bayshore Asset Management, LLC
8,711$465.3K0.2%ETFVery LowCoral Gables, FL2026-11-03
AlphaCore Capital LLC
8,686$454.8K0.0%ETFLowLa Jolla, CA2026-11-04
Sprinkle Financial Consultants LLC
8,560$448.2K0.2%ETFLowLittleton, CO2026-10-09
Ullmann Wealth Partners Group, LLC
8,527$446.5K0.0%ETFLowJacksonville Beach, FL2026-11-02
AA Financial Advisors, LLC
8,442$442.0K0.1%ETFMediumColumbus, OH2026-10-19
Foundry Financial LLC
8,336$436.5K0.1%ETFMediumPasadena, CA2026-10-16
Brookstone Capital Management
8,043$421.1K0.0%ETFMediumWheaton, IL2026-10-22
Gordian Advisors LLC
8,010$419.4K0.2%ETFVery LowTucson, AZ2026-10-30
New Dimensions Wealth Management, LLC
8,009$419.4K0.3%ETFVery LowAllen, TX2026-11-02
Oath Planning, LLC
8,002$419.0K0.3%ETFVery LowTulsa, OK2026-10-20
Riverchase Wealth Management, LLC
7,638$399.9K0.2%ETFMediumFlower Mound, TX2026-10-28
Porter White Investment Advisors, Inc.
7,463$390.8K0.2%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
7,463$390.8K0.2%ETFVery LowBirmingham, AL2026-10-14
Eclectic Associates Inc
7,349$384.8K0.0%ETFVery LowFullerton, CA2026-10-09
Baker Boyer National Bank
7,339$384.3K0.1%ETFVery LowWalla Walla, WA2026-11-05
Midwest Trust Co
7,298$382.1K0.0%CoreLowOverland Park, KS2026-10-22
Wedmont Private Capital
6,948$369.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Index Fund Advisors, Inc.
6,941$363.5K0.0%ETFVery LowIrvine, CA2026-11-05
Brindle & Bay Financial Advisors, LLC
6,848$358.6K0.1%ETFMediumFrisco, TX2026-10-15
Liberty Capital Management, Inc.
6,744$353.1K0.1%CoreVery LowBirmingham, MI2026-11-02
Cooper Financial Group
6,716$351.6K0.0%GrowthMediumIrvine, CA2026-10-07
LAM Group, Inc.
6,320$330.9K0.2%ETFVery LowLake Oswego, OR2026-10-26
Signaturefd, LLC
6,302$330.0K0.0%IndexLowAtlanta, GA2026-10-23
Shearwater Capital LLC
6,225$325.9K0.2%ETFVery LowDenver, CO2026-10-13
Friday Financial
5,994$314.7K0.1%ETFVery LowDubuque, IA2026-10-09
ARS Wealth Advisors Group, LLC
5,960$312.1K0.0%CoreLowSt. Petersburg, FL2026-10-16
Oakworth Capital, Inc.
5,954$311.8K0.0%ETFLowBirmingham, AL2026-10-26
Ascent Group, LLC
5,873$307.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Builder Investment Group Inc
5,850$306.3K0.1%GrowthVery LowAtlanta, GA2026-10-22
Summit Financial Wealth Advisors, LLC
5,800$303.7K0.0%ETFLowLafayette, LA2026-10-15
Peterson Wealth Advisors, LLC
5,677$297.3K0.0%ETFLowOrem, UT2026-10-08
Graves Light Lenhart Wealth, Inc.
5,647$295.7K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Nemes Rush Group LLC
5,596$293.0K0.0%CoreVery LowNovi, MI2026-11-04
Emprise Bank
5,549$290.5K0.1%ETFVery LowWichita, KS2026-10-07
Beacon Financial Strategies Corp
5,451$285.4K0.1%ETFVery LowRaleigh, NC2026-10-14
Family Office Research LLC
5,392$282.4K0.1%ETFLowBethesda, MD2026-10-14
Heritage Wealth Management, Inc.
5,207$272.6K0.1%ETFLowSan Diego, CA2026-10-27
BOS Asset Management, LLC
4,960$259.7K0.1%ETFLowSpringfield, IL2026-10-09
Next Level Wealth Planning, LLC
4,932$258.2K0.1%ETFVery LowMeridian, ID2026-10-29
Bryant Woods Investment Advisors, LLC
4,918$257.5K0.1%ETFLowGetzville, NY2026-10-26
TD Waterhouse Canada Inc.
4,900$256.7K0.0%CoreLowToronto, Australia2026-10-16
Lodestone Wealth Management LLC
4,890$256.1K0.1%CoreLowSpokane, WA2026-10-14
B.O.S.S. Retirement Advisors, LLC
4,866$254.8K0.1%ETFMediumLehi, UT2026-10-26
Strategent Financial, LLC
4,815$252.1K0.1%ETFLowHarrisonburg, VA2026-10-30
Texas Bank & Trust Co
4,700$246.1K0.1%CoreLowLongview, TX2026-11-04
Sunpointe, LLC
4,699$246.1K0.1%GrowthMediumSt. Louis, MO2026-10-22
Gradient Capital Advisors, LLC
4,676$244.8K0.1%ETFLowSan Diego, CA2026-10-21
True Wealth Design, LLC
4,600$240.9K0.1%ETFMediumAkron, OH2026-10-13
Discipline Wealth Solutions, LLC
4,488$235.0K0.0%ETFLowGreenville, SC2026-10-14
Prosperitas Financial LLC
4,443$232.6K0.1%GrowthLowValencia, CA2026-10-28
Simplicity Wealth,LLC
4,428$231.9K0.0%ETFLowSummit, NJ2026-10-23
Heffernan Advisory, Inc
4,385$229.6K0.2%ETFLowFlagstaff, AZ2026-10-13
Horizon Financial Services, LLC
4,255$222.8K0.1%ETFLowWinston Salem, NC2026-11-04
Parallel Advisors, LLC
4,219$220.9K0.0%IndexLowSan Francisco, CA2026-11-03
Fiduciary Alliance LLC
3,956$207.1K0.0%CoreMediumGreenville, SC2026-10-13
Planned Solutions, Inc.
3,909$204.7K0.1%ETFLowFolsom, CA2026-10-19
CWS Financial Advisors, LLC
3,891$203.7K0.0%ETFVery LowKalamazoo, MI2026-10-16
Centurion Wealth Management LLC
3,848$201.5K0.0%ETFMediumMclean, VA2026-10-13
Salomon & Ludwin, LLC
3,015$157.9K0.0%ETFVery LowRichmond, VA2026-10-29
Pillar Financial Advisors, LLC
2,820$147.6K0.1%ETFVery LowLouisville, KY2026-10-21
Kings Path Partners LLC
2,352$123.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Asset Dedication, LLC
1,606$84.1K0.0%ETFLowSan Francisco, CA2026-11-03
Arlington Trust Co LLC
1,376$72.0K0.0%ETFMediumBirmingham, AL2026-10-20
Phillips Financial Management, LLC
1,164$61.0K0.0%ETFVery LowFort Wayne, IN2026-10-19
Moisand Fitzgerald Tamayo, LLC
1,060$55.5K0.0%ETFVery LowOrlando, FL2026-10-15
Tradewinds Capital Management, LLC
807$42.3K0.0%ETFVery HighBellingham, WA2026-10-23
Compass Financial Management LLC
684$35.8K0.0%CoreN/ATampa, FL2026-10-30
Rydar Equities, Inc.
555$29.6K0.0%CoreVery LowWeatherford, TX2026-10-13
Fortitude Family Office, LLC
346$18.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Buck Wealth Strategies, LLC
249$13.0K0.0%ValueMediumDenver, CO2026-10-28
Hurley Capital, LLC
174$9.1K0.0%GARPMediumNew York, NY2026-11-05
Creative Financial Designs Inc
115$6.0K0.0%ETFMediumKokomo, IN2026-11-04
Key Capital Management, Inc
100$5.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
West Financial Advisors, LLC
60$3.1K0.0%ETFLowDes Moines, IA2026-10-22
Quest 10 Wealth Builders, Inc.
58$3.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Burk Holdings LLC
51$2.7K0.0%ETFVery LowTulsa, OK2026-11-05
Vermillion Wealth Management, Inc.
1$350.0%ValueLowRosemount, MN2026-10-26