IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Emerging Core EQ (DFAE)

CUSIP: 25434V302 | NYSE | 1033 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mather Group, Llc.12,993,546
4.3% of portfolio›$510.8M
Retirement Systems of Alabama12,668,769
1.5% of portfolio›$498.0M
Foster Group, Inc.3,611,298
3.9% of portfolio›$142.0M
Root Financial Partners, LLC3,336,529
4.4% of portfolio›$131.2M
Vise Technologies, Inc.3,317,291
1.1% of portfolio›$130.4M
TCI Wealth Advisors, Inc.2,629,089
4.2% of portfolio›$103.3M
Washington Trust Bank2,496,745
6.8% of portfolio›$98.1M
Annex Advisory Services, LLC2,404,967
1.5% of portfolio›$94.5M
McKinley Carter Wealth Services, Inc.2,330,327
4.7% of portfolio›$91.6M
True Link Financial Advisors, LLC1,866,177
4.2% of portfolio›$73.4M
Catalyst Capital Advisors LLC1,718,839
1.1% of portfolio›$67.6M
Maseco LLP1,485,483
1.6% of portfolio›$58.4M
Creative Planning1,411,558
0.0% of portfolio›$55.5M
Founders Financial Securities LLC1,408,775
2.7% of portfolio›$55.4M
Savant Capital, LLC1,347,920
0.2% of portfolio›$53.0M
RAM Investment Partners, LLC1,332,497
8.3% of portfolio›$52.4M
Petersen Hastings Wealth Advisors Inc.1,246,632
4.0% of portfolio›$49.0M
Aquire Wealth Advisors, LLC1,180,233
10.5% of portfolio›$46.4M
Assetmark, Inc1,159,548
0.1% of portfolio›$45.6M
Klaas Financial Asset Advisors, LLC1,125,322
5.5% of portfolio›$44.2M
Great Point Wealth Advisors, LLC1,103,186
6.9% of portfolio›$43.4M
West Financial Advisors, LLC1,046,059
6.2% of portfolio›$41.1M
Park Avenue Securities LLC1,012,822
0.7% of portfolio›$39.8M
Ledyard National Bank990,416
3.1% of portfolio›$38.9M
Factory Mutual Insurance Co924,700
0.3% of portfolio›$36.3M
Perigon Wealth Management, LLC899,498
0.5% of portfolio›$35.4M
Commonwealth Equity Services, LLC843,412
0.0% of portfolio›$33.2M
Wealth Enhancement Advisory Services, LLC841,513
0.0% of portfolio›$32.8M
RVW Wealth, LLC819,234
2.1% of portfolio›$32.2M
Prime Capital Investment Advisors, LLC809,608
0.3% of portfolio›$31.8M
Morling Financial Advisors, LLC808,787
8.5% of portfolio›$31.8M
Financial Management Professionals, Inc.759,209
2.8% of portfolio›$29.8M
Everhart Financial Group, Inc.757,265
1.8% of portfolio›$29.8M
Fiduciary Financial Group, LLC743,544
3.4% of portfolio›$29.2M
Brighton Jones LLC739,548
0.5% of portfolio›$29.1M
Wealth Management Nebraska718,030
2.5% of portfolio›$28.2M
Pioneer Wealth Management Group702,292
6.5% of portfolio›$27.6M
Apella Capital, LLC698,801
0.4% of portfolio›$27.7M
Marquette Asset Management, LLC695,001
3.6% of portfolio›$27.3M
Clearstead Advisors, LLC693,071
0.3% of portfolio›$27.2M
Grimes & Co Wealth Management, LLC688,493
0.6% of portfolio›$27.1M
Diversified Portfolios, Inc.684,458
1.8% of portfolio›$26.9M
CPA Asset Management Group, LLC680,570
7.5% of portfolio›$26.8M
JFS Wealth Advisors, LLC674,436
1.3% of portfolio›$26.5M
BlueSky Wealth Advisors, LLC669,453
3.0% of portfolio›$26.3M
Evergreen Capital Management LLC664,426
0.5% of portfolio›$26.1M
Arista Wealth Management, LLC648,061
2.7% of portfolio›$25.5M
Creative Capital Management Investments LLC633,921
5.6% of portfolio›$24.9M
Confluence Wealth Services, Inc.628,328
0.6% of portfolio›$24.7M
Mission Wealth Management, LP617,968
0.4% of portfolio›$24.3M
MCF Advisors LLC617,882
0.9% of portfolio›$24.3M
Moisand Fitzgerald Tamayo, LLC604,724
2.4% of portfolio›$23.8M
Colony Family Offices, LLC600,320
5.4% of portfolio›$23.6M
Avior Wealth Management, LLC600,015
0.6% of portfolio›$23.6M
Index Fund Advisors, Inc.599,827
1.0% of portfolio›$23.6M
Wealth Dimensions Group, Ltd.590,550
3.9% of portfolio›$23.2M
Austin Wealth Management, LLC559,445
4.6% of portfolio›$21.8M
Modera Wealth Management, LLC547,859
0.2% of portfolio›$21.5M
Eclectic Associates Inc519,918
2.3% of portfolio›$20.4M
Atria Investments, Inc517,726
0.2% of portfolio›$20.4M
Sterling Wealth Management, Inc.498,147
5.0% of portfolio›$19.6M
Voisard Asset Management Group, Inc.497,471
3.6% of portfolio›$19.6M
Collective Family Office LLC468,685
3.8% of portfolio›$18.4M
First Bancorp, Inc454,505
7.3% of portfolio›$17.9M
Market Street Wealth Management Advisors LLC445,108
2.5% of portfolio›$17.5M
SC&H Financial Advisors, Inc.441,153
2.4% of portfolio›$17.3M
Avondale Wealth Management434,159
7.5% of portfolio›$17.1M
CFS Investment Advisory Services, LLC429,895
1.1% of portfolio›$17.3M
Physician Wealth Advisors, Inc.427,400
1.9% of portfolio›$16.8M
Dynamic Advisor Solutions LLC426,240
0.5% of portfolio›$16.8M
Avantax Planning Partners, Inc.422,070
0.4% of portfolio›$16.6M
TCP Asset Management, LLC420,600
1.9% of portfolio›$16.8M
Newman Dignan & Sheerar, Inc.409,842
3.1% of portfolio›$16.1M
DiNuzzo Private Wealth, Inc.400,367
1.6% of portfolio›$15.7M
Crusonia Wealth Advisors LLC393,865
2.3% of portfolio›$15.5M
Keyes, Stange & Wooten Wealth Management, LLC392,636
7.2% of portfolio›$15.4M
Prudent Man Investment Management, Inc.391,378
4.3% of portfolio›$15.4M
AWM Capital, LLC382,503
1.1% of portfolio›$15.0M
Parkshore Wealth Management, Inc.354,326
3.5% of portfolio›$13.9M
Tortoise Investment Management, LLC351,134
1.0% of portfolio›$13.8M
Guardian Wealth Management, LLC331,300
3.7% of portfolio›$13.0M
Koshinski Asset Management, Inc.319,946
0.7% of portfolio›$12.6M
Stolz & Associates, PS308,423
7.1% of portfolio›$12.1M
Allodium Investment Consultants, LLC306,150
4.9% of portfolio›$12.0M
Elyxium Wealth, LLC305,137
1.2% of portfolio›$12.0M
SAX Wealth Advisors, LLC304,424
0.3% of portfolio›$12.0M
Rockland Trust Co301,444
0.5% of portfolio›$11.8M
Navigation Group, LLC299,124
2.3% of portfolio›$11.8M
Colorado Capital Management, Inc.292,347
10.1% of portfolio›$11.5M
Kestra Advisory Services, LLC292,108
0.0% of portfolio›$11.5M
PCA Investment Advisory Services Inc.290,558
3.1% of portfolio›$11.4M
Entrewealth, LLC286,755
4.0% of portfolio›$11.3M
Farther Finance Advisors, LLC283,044
0.1% of portfolio›$11.1M
Trinity Financial Advisors LLC274,306
2.8% of portfolio›$10.8M
Kure Advisory, LLC274,047
5.0% of portfolio›$10.8M
Amicus Financial Advisors, LLC273,761
2.8% of portfolio›$10.8M
SBK Financial, Inc.271,477
5.1% of portfolio›$10.7M
Monument Group Wealth Advisors, LLC269,691
5.0% of portfolio›$10.6M
Towneley Capital Management, Inc / de258,253
2.0% of portfolio›$10.2M
Sima Wealth Partners, LLC253,120
6.9% of portfolio›$10.0M
GEM Asset Management, LLC251,423
3.9% of portfolio›$9.9M
Diversify Advisory Services, LLC250,355
0.1% of portfolio›$9.5M
Diversify Wealth Management, LLC250,355
0.1% of portfolio›$9.5M
Plancorp, LLC243,521
0.2% of portfolio›$8.8M
McMill Wealth Management242,050
2.2% of portfolio›$9.5M
Quantum Financial Advisors, LLC239,934
0.9% of portfolio›$9.4M
DWR Wealth Management, LLC239,372
6.6% of portfolio›$9.5M
Jacobi Capital Management LLC234,675
0.4% of portfolio›$9.2M
DeLarme Wealth Management, Inc.227,959
5.0% of portfolio›$9.0M
Essential Planning, Llc.226,294
2.4% of portfolio›$8.9M
Security Financial Services, Inc.225,625
1.2% of portfolio›$8.9M
Ddfg, Inc225,446
1.7% of portfolio›$8.9M
DecisionPoint Financial, LLC225,315
1.5% of portfolio›$8.9M
Archford Capital Strategies, LLC225,273
0.9% of portfolio›$8.9M
Midwest Heritage Bank, FSB222,363
2.6% of portfolio›$8.7M
Discipline Wealth Solutions, LLC221,584
0.8% of portfolio›$8.7M
Oceanside Advisors LLC219,543
5.3% of portfolio›$8.6M
MBA Advisors LLC217,235
2.8% of portfolio›$8.5M
IronBridge Private Wealth, LLC214,121
2.5% of portfolio›$8.4M
Seven Mile Advisory209,439
5.5% of portfolio›$8.2M
Heritage Wealth Management, Inc. s206,262
3.0% of portfolio›$8.1M
Shore Point Advisors, LLC199,366
2.5% of portfolio›$7.8M
Jacobsen Capital Management197,803
2.2% of portfolio›$7.8M
BIP Wealth, LLC196,366
0.2% of portfolio›$7.7M
EverSource Wealth Advisors, LLC183,302
0.2% of portfolio›$7.2M
Great Waters Wealth Management182,668
0.6% of portfolio›$7.2M
American Capital Advisory, LLC181,681
2.4% of portfolio›$7.1M
Penobscot Wealth Management181,404
1.8% of portfolio›$7.1M
Pinnacle Wealth Management Advisory Group, LLC179,163
0.4% of portfolio›$7.0M
Pinnacle Associates LTD179,163
0.1% of portfolio›$7.0M
Navigate Wealth Management, LLC178,243
4.2% of portfolio›$7.0M
Willow Creek Wealth Management Inc.176,625
0.5% of portfolio›$6.9M
Bannerman Wealth Management Group, LLC172,081
3.9% of portfolio›$6.8M
Saxony Capital Management, LLC170,521
2.8% of portfolio›$6.7M
Fort Henry Capital, LLC169,233
3.7% of portfolio›$6.7M
Elser Financial Planning, Inc164,121
0.3% of portfolio›$6.5M
PFG Advisors162,142
0.3% of portfolio›$6.4M
Sageworth Trust Co161,376
0.2% of portfolio›$6.3M
Thayer Financial, L.L.C.157,944
5.6% of portfolio›$6.2M
Sutton Place Investors LLC155,881
2.9% of portfolio›$6.1M
AA Financial Advisors, LLC152,084
0.7% of portfolio›$6.0M
North Capital, Inc.149,979
4.2% of portfolio›$5.8M
Apollon Wealth Management, LLC149,905
0.1% of portfolio›$5.9M
Navigoe, LLC149,062
3.2% of portfolio›$5.9M
Builder Investment Group Inc148,237
1.2% of portfolio›$5.8M
Bay Harbor Wealth Management, LLC147,478
1.3% of portfolio›$5.8M
Ledgewood Wealth Advisors, LLC147,473
3.2% of portfolio›$5.8M
Linscomb Wealth, Inc.146,123
0.2% of portfolio›$5.7M
Legacy Financial Group, Inc.144,762
1.3% of portfolio›$5.7M
AlphaStar Capital Management, LLC142,150
0.3% of portfolio›$5.6M
Pettinga Financial Advisors LLC141,501
0.9% of portfolio›$5.6M
Andrews, Lucia Wealth Management LLC141,473
3.1% of portfolio›$5.6M
Two West Capital Advisors LLC137,999
2.7% of portfolio›$5.5M
Sculati Wealth Management, LLC136,826
1.7% of portfolio›$5.3M
Prudent Investor Advisors, LLC135,970
4.2% of portfolio›$5.3M
City State Bank119,228
1.1% of portfolio›$4.7M
Advisory Solutions Group, LLC118,809
1.0% of portfolio›$4.7M
SeedSafe Financial LLC118,205
3.4% of portfolio›$4.6M
Moody National Bank Trust Division118,144
0.4% of portfolio›$4.6M
Wingate Wealth Advisors, Inc.116,514
1.9% of portfolio›$4.6M
Burton Enright Welch114,407
0.5% of portfolio›$4.5M
Employees' Retirement Fund of the City of Fort Worth113,300
1.6% of portfolio›$4.5M
Compound Planning, Inc.112,056
0.1% of portfolio›$4.4M
Burk Holdings LLC111,748
1.5% of portfolio›$4.4M
Live Oak Private Wealth LLC108,586
0.5% of portfolio›$4.3M
HB Wealth Management, LLC108,577
0.0% of portfolio›$4.3M
Indivisible Partners107,923
0.2% of portfolio›$4.2M
Mustard Seed Financial, LLC106,378
2.1% of portfolio›$4.2M
First Premier Bank105,556
3.8% of portfolio›$4.2M
Baker Boyer National Bank103,028
1.1% of portfolio›$4.1M
Northwest Wealth Management, LLC102,082
0.5% of portfolio›$4.0M
Emprise Bank96,582
1.5% of portfolio›$3.8M
Breakwater Capital Group94,948
0.4% of portfolio›$3.7M
Lincoln Capital Corp94,099
1.2% of portfolio›$3.7M
Glass Jacobson Investment Advisors llc88,440
1.1% of portfolio›$3.5M
First Financial Group Corp87,599
2.6% of portfolio›$3.4M
Plan Group Financial, LLC85,244
0.6% of portfolio›$3.2M
180 Wealth Advisors, LLC84,972
0.3% of portfolio›$3.3M
Waterfront Wealth Inc.84,483
0.5% of portfolio›$3.2M
Lodestone Wealth Management LLC84,077
1.1% of portfolio›$3.3M
XY Planning Network, Inc.83,926
0.4% of portfolio›$3.3M
Aviance Capital Partners, LLC83,892
0.3% of portfolio›$3.3M
Crown Wealth Group, LLC83,049
0.8% of portfolio›$3.3M
Quad-Cities Investment Group, LLC81,564
1.1% of portfolio›$3.2M
Lido Advisors, LLC81,533
0.0% of portfolio›$3.2M
Valued Wealth Advisors LLC81,259
1.1% of portfolio›$3.2M
RFG Advisory, LLC79,745
0.0% of portfolio›$3.1M
Larry Mathis Financial Planning, LLC79,116
2.6% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.78,260
0.0% of portfolio›$3.1M
Financial Symmetry Inc77,271
1.0% of portfolio›$3.0M
Level Financial Advisors76,771
0.7% of portfolio›$3.0M
Alkeme Wealth, LLC74,807
1.1% of portfolio›$2.9M
Washington Trust Advisors, Inc.73,070
0.2% of portfolio›$2.9M
Cannon Financial Strategists, Inc.72,653
0.3% of portfolio›$2.9M
Pinnacle Financial Group, LLC / IL72,568
0.7% of portfolio›$2.9M
Bullock Wealth Management Group71,753
1.2% of portfolio›$2.8M
Factor Wealth Management LTD70,004
0.4% of portfolio›$2.8M
55 North Private Wealth, LLC69,429
0.5% of portfolio›$2.7M
Larson Financial Group LLC67,660
0.1% of portfolio›$2.7M
Clarity Capital Advisors, LLC67,612
1.1% of portfolio›$2.7M
Versant Capital Management, Inc67,154
0.2% of portfolio›$2.6M
Heritage Investment Group, Inc.66,771
0.4% of portfolio›$2.6M
AdvisorNet Financial, Inc65,963
0.1% of portfolio›$2.5M
Investmark Advisory Group LLC65,844
0.8% of portfolio›$2.6M
Timonier Family Office, Ltd.65,736
0.9% of portfolio›$2.6M
Yoder Wealth Management, Inc.64,553
1.0% of portfolio›$2.5M
Forteris Wealth Management Inc.64,080
2.1% of portfolio›$2.5M
Lauer Wealth, LLC62,006
1.5% of portfolio›$2.4M
Evanson Financial, LLC61,625
0.1% of portfolio›$2.4M
Porter White Investment Advisors, Inc.61,584
1.5% of portfolio›$2.4M
Porter White Investment Advisors, Inc.61,584
1.5% of portfolio›$2.4M
Heritage Wealth Management, Inc.60,519
0.8% of portfolio›$2.4M
Helium Advisors LLC59,971
2.0% of portfolio›$2.4M
M Wealth Management, LLC59,662
1.8% of portfolio›$2.3M
John A. Wolfe & Associates, Inc.59,617
3.0% of portfolio›$2.3M
E6 Portfolios, LLC58,556
1.7% of portfolio›$2.3M
Madrid Wealth Management, LLC58,331
1.5% of portfolio›$2.3M
IFP Advisors, Inc57,731
0.0% of portfolio›$2.3M
DBK Financial Counsel, LLC57,240
1.8% of portfolio›$2.3M
Cedar Point Capital Partners, LLC57,136
1.3% of portfolio›$2.2M
Woodward Financial Advisors, Inc.57,034
0.9% of portfolio›$2.2M
Gradient Capital Advisors, LLC56,029
0.5% of portfolio›$2.2M
FinDec Wealth Services, Inc.55,719
2.6% of portfolio›$2.2M
Summit Wealth Group LLC / Co54,583
0.1% of portfolio›$2.1M
1900 Wealth Management LLC54,359
0.1% of portfolio›$2.1M
SwitchPoint Financial Planning, LLC53,986
1.2% of portfolio›$2.1M
Meritas Wealth Management, LLC51,983
0.7% of portfolio›$2.0M
Accurate Wealth Management, LLC50,946
0.2% of portfolio›$2.0M
Werba Rubin Papier Wealth Management49,724
0.2% of portfolio›$2.0M
Krilogy Financial LLC49,139
0.1% of portfolio›$1.9M
Approach Retirement Advisors, LLC48,879
1.4% of portfolio›$1.9M
Lynx Investment Advisory48,512
0.6% of portfolio›$1.9M
Three Arch Wealth Management LLC48,317
0.3% of portfolio›$1.9M
Baker Tilly Wealth Management, LLC47,917
0.4% of portfolio›$1.9M
Pacific Asset Management, LLC47,360
0.9% of portfolio›$1.9M
Donalies Financial Planning, LLC46,330
1.3% of portfolio›$1.8M
JDH Wealth Management, LLC43,884
1.0% of portfolio›$1.7M
Vermillion Wealth Management, Inc.42,191
1.9% of portfolio›$1.7M
Chicago Partners Investment Group LLC41,856
0.0% of portfolio›$1.5M
Capital Investment Advisory Services, LLC41,741
0.1% of portfolio›$1.6M
Gemmer Asset Management LLC41,094
0.1% of portfolio›$1.6M
Ascentis Independent Advisors40,065
0.1% of portfolio›$1.6M
Syverson Strege & Co39,608
0.3% of portfolio›$1.6M
HFG Wealth Management, LLC39,581
1.6% of portfolio›$1.6M
Friday Financial39,438
0.3% of portfolio›$1.6M
SpringVest Wealth Management LLC37,289
0.9% of portfolio›$1.5M
Cypress Point Wealth Management, LLC36,839
0.2% of portfolio›$1.4M
Kane Co Wealth Management, Inc.36,809
1.2% of portfolio›$1.4M
Axxcess Wealth Management, LLC36,401
0.1% of portfolio›$1.4M
Firethorn Wealth Partners, LLC35,613
0.4% of portfolio›$1.4M
Owl Creek Wealth Partners LLC35,102
0.4% of portfolio›$1.4M
Everest Financial Group LLC34,825
0.2% of portfolio›$1.4M
Abacus Planning Group, Inc.34,460
0.2% of portfolio›$1.4M
Shearwater Capital LLC33,343
0.6% of portfolio›$1.3M
Cambridge Financial Group, LLC33,172
0.4% of portfolio›$1.3M
Lauterbach Financial Advisors, LLC32,478
0.5% of portfolio›$1.3M
Sprinkle Financial Consultants LLC32,195
0.5% of portfolio›$1.3M
Patriot Financial Group Insurance Agency, LLC31,753
0.1% of portfolio›$1.2M
Flagstone Financial Management31,398
0.3% of portfolio›$1.2M
Highland Financial Advisors, LLC31,065
0.3% of portfolio›$1.2M
Wealth Advisors Northwest LLC31,030
0.4% of portfolio›$1.2M
Tranquility Partners, LLC30,638
0.4% of portfolio›$1.2M
3 Factor Indexing, LLC30,120
1.0% of portfolio›$1.2M
Greenspring Advisors, LLC30,021
0.1% of portfolio›$1.2M
Choreo, LLC29,639
0.0% of portfolio›$1.2M
Daymark Wealth Partners, LLC29,472
0.0% of portfolio›$1.2M
ARK & TLK Investments, LLC29,224
0.3% of portfolio›$1.1M
Ellis Investment Partners, LLC29,203
0.2% of portfolio›$1.1M
LAM Group, Inc.28,380
0.6% of portfolio›$1.1M
Montis Financial, LLC28,339
0.2% of portfolio›$1.1M
MBE Wealth Management, LLC28,319
0.4% of portfolio›$1.1M
D.A. Davidson & Co.28,270
0.0% of portfolio›$1.1M
AlphaCore Capital LLC27,746
0.0% of portfolio›$1.1M
Thrivent Financial for Lutherans26,964
0.0% of portfolio›$1.1M
Heck Capital Advisors, LLC26,365
0.1% of portfolio›$1.0M
Compass Ion Advisors, LLC25,642
0.1% of portfolio›$1.0M
Acorn Wealth Advisors, LLC25,628
0.2% of portfolio›$1.0M
New Wave Wealth Advisors LLC25,561
0.3% of portfolio›$993.8K
APS Management Group, Inc.24,414
0.7% of portfolio›$959.7K
Truist Financial Corp24,388
0.0% of portfolio›$958.7K
Burney Co/24,347
0.0% of portfolio›$957.1K
Parcion Private Wealth LLC24,335
0.1% of portfolio›$956.6K
Vestment Financial LLC24,140
0.4% of portfolio›$947.5K
Optima Capital LLC23,768
0.4% of portfolio›$934.3K
Powerhouse Assets LLC23,616
0.7% of portfolio›$928.3K
Naples Global Advisors, LLC23,485
0.1% of portfolio›$923.2K
RCS Financial Planning, LLC23,251
0.5% of portfolio›$914.0K
Parallel Advisors, LLC23,236
0.0% of portfolio›$913.4K
Arnold Financial Planning LLC22,998
0.6% of portfolio›$904.0K
G2 Capital Management, LLC / OH22,592
0.2% of portfolio›$888.1K
Morton Capital Management LLC22,028
0.1% of portfolio›$865.9K
International Private Wealth Advisors LLC21,978
0.4% of portfolio›$864.0K
rebel Financial LLC21,974
0.4% of portfolio›$863.8K
Madson Wealth Advisors Inc21,753
0.6% of portfolio›$855.1K
Midwest Trust Co21,470
0.0% of portfolio›$844.0K
Lanark Financial, Inc.21,368
0.1% of portfolio›$840.0K
Infinity Wealth Counsel, LLC21,311
0.7% of portfolio›$837.7K
Fifth Third Bancorp20,247
0.0% of portfolio›$795.9K
Concurrent Investment Advisors, LLC20,107
0.0% of portfolio›$790.4K
Aire Advisors, LLC19,843
0.1% of portfolio›$780.0K
Level Wealth Management LLC19,747
0.3% of portfolio›$776.2K
Valeo Financial Advisors, LLC19,653
0.0% of portfolio›$772.6K
RED Lighthouse Investment Management, LLC19,009
0.2% of portfolio›$747.2K
United Advisor Group, LLC18,715
0.1% of portfolio›$735.7K
Woodside Wealth Management LLC18,549
0.5% of portfolio›$729.2K
CSP Financial Group, LLC17,932
0.7% of portfolio›$704.9K
Private Trust Co NA17,682
0.1% of portfolio›$695.1K
HMV Wealth Advisors, LLC16,677
0.2% of portfolio›$655.6K
PNC Financial Services Group, Inc.16,650
0.0% of portfolio›$654.5K
Cherry Tree Wealth Management, LLC16,593
0.1% of portfolio›$652.3K
Accel Wealth Management16,509
0.1% of portfolio›$649.0K
Asset Dedication, LLC16,306
0.0% of portfolio›$641.0K
L.K. Benson & Company, P.C.16,172
0.2% of portfolio›$635.8K
Quarry Hill Advisors, LLC16,032
0.2% of portfolio›$630.2K
CLG LLC16,016
0.1% of portfolio›$629.6K
SJS Investment Consulting Inc.16,016
0.1% of portfolio›$629.6K
MLG Wealth Management DBA Pine Grove Financial Group15,583
0.1% of portfolio›$612.6K
Sincerus Advisory, LLC15,350
0.4% of portfolio›$603.4K
Eastover Investment Advisors LLC15,150
0.2% of portfolio›$595.5K
Altiora Financial Group, LLC15,065
0.1% of portfolio›$592.2K
SeaCrest Wealth Management, LLC14,864
0.1% of portfolio›$584.3K
Tanager Wealth Management LLP14,843
0.0% of portfolio›$583.5K
Financial Synergies Wealth Advisors, Inc.14,837
0.0% of portfolio›$583.3K
Solidarity Wealth, LLC14,761
0.1% of portfolio›$580.2K
Merit Financial Group, LLC14,617
0.0% of portfolio›$574.6K
tru Independence LLC14,567
0.2% of portfolio›$572.6K
Abel Hall, LLC14,392
0.1% of portfolio›$565.7K
USAdvisors Wealth Management, LLC14,221
0.6% of portfolio›$559.0K
Aerodigm Wealth, LLC14,181
0.2% of portfolio›$557.5K
One Way Holdings LLC14,174
0.0% of portfolio›$557.2K
Revolve Wealth Partners, LLC13,990
0.1% of portfolio›$549.9K
Ballast Rock Private Wealth LLC12,948
0.2% of portfolio›$509.0K
Altfest L J & Co Inc12,893
0.1% of portfolio›$506.8K
Samalin Investment Counsel, LLC12,874
0.2% of portfolio›$506.1K
Signature Resources Capital Management, LLC12,828
0.2% of portfolio›$504.3K
Selective Wealth Management, Inc.12,691
0.1% of portfolio›$480.6K
Prosperity Planning, Inc.12,166
0.1% of portfolio›$478.2K
Park Edge Advisors, LLC11,919
0.1% of portfolio›$468.5K
Concord Wealth Partners11,830
0.1% of portfolio›$465.0K
US Bancorp \de\11,745
0.0% of portfolio›$461.7K
WealthSpring Partners, LLC11,703
0.5% of portfolio›$460.0K
Canopy Partners, LLC11,230
0.1% of portfolio›$441.5K
Websterrogers Financial Advisors, LLC11,198
0.1% of portfolio›$440.2K
Wedmont Private Capital11,094
0.0% of portfolio›$432.9K
Montag A & Associates Inc10,925
0.0% of portfolio›$429.5K
Foundation Wealth Management, Llc\pa10,496
0.1% of portfolio›$412.6K
Frankly Finances, LLC10,486
0.3% of portfolio›$412.2K
Financial Harvest, LLC10,382
0.2% of portfolio›$408.1K
Richards, Merrill & Peterson, Inc.10,294
0.1% of portfolio›$404.7K
Elevate Wealth Advisory, Inc10,202
0.2% of portfolio›$401.0K
Apollon Financial, LLC10,115
0.0% of portfolio›$397.6K
Stage Harbor Financial, LLC10,109
0.2% of portfolio›$397.4K
IFG Advisors, LLC10,065
0.1% of portfolio›$395.7K
Vestia Personal Wealth Advisors9,696
0.1% of portfolio›$381.2K
Matisse Capital9,687
0.1% of portfolio›$380.8K
Facet Wealth, Inc.9,261
0.0% of portfolio›$364.1K
First Command Advisory Services, Inc.9,170
0.0% of portfolio›$360.5K
Stewardship Advisors, LLC9,122
0.1% of portfolio›$358.6K
Peirce Capital Management, LLC8,970
0.1% of portfolio›$352.6K
Scratch Capital LLC8,948
0.2% of portfolio›$351.7K
Allstreet Capital Advisors LLC8,844
0.2% of portfolio›$347.7K
Wealth Enhancement Trust Services, Inc.8,810
0.0% of portfolio›$346.3K
Beacon Financial Advisory LLC8,653
0.1% of portfolio›$340.2K
Strategent Financial, LLC8,486
0.2% of portfolio›$333.6K
Blume Capital Management, Inc.8,354
0.0% of portfolio›$328.4K
Citrine Capital LLC8,300
0.1% of portfolio›$326.3K
Levin Capital Strategies, L.P.8,046
0.0% of portfolio›$316.3K
Spire Wealth Management8,004
0.0% of portfolio›$314.6K
Huntleigh Advisors, Inc.7,700
0.0% of portfolio›$302.7K
Maryland Capital Advisors Inc.7,622
0.1% of portfolio›$299.6K
Univest Financial Corp7,591
0.0% of portfolio›$298.4K
Athena Wealth Management, LLC7,551
0.2% of portfolio›$296.8K
Pillar Financial Advisors, LLC7,520
0.2% of portfolio›$295.6K
Lionshead Wealth Management, LLC7,304
0.2% of portfolio›$287.1K
Liberty Capital Management, Inc.7,081
0.0% of portfolio›$278.4K
Bright Futures Wealth Management, Llc.7,035
0.2% of portfolio›$276.6K
Landmark Wealth Management, Inc.6,988
0.1% of portfolio›$274.7K
Freedom Day Solutions, LLC6,897
0.1% of portfolio›$271.1K
Thompson Siegel & Walmsley LLC6,814
0.0% of portfolio›$268.0K
Prosperity Advisers, LLC6,749
0.2% of portfolio›$265.3K
Clear Creek Financial Management, LLC6,635
0.0% of portfolio›$260.8K
Arcadia Wealth Management, LLC6,603
0.1% of portfolio›$259.6K
Crescent Grove Advisors, LLC6,591
0.0% of portfolio›$259.1K
Wealthcare Advisory Partners LLC6,521
0.0% of portfolio›$256.3K
Riverchase Wealth Management, LLC6,440
0.1% of portfolio›$253.2K
Ferguson Johnson Wealth Management Inc6,376
0.2% of portfolio›$250.6K
CGN Advisors LLC6,352
0.0% of portfolio›$249.7K
Semitam Bonam LLC6,339
0.2% of portfolio›$249.2K
Gutierrez Wealth Advisory, LLC5,993
0.1% of portfolio›$235.6K
Forthright Family Wealth Advisory LLC5,940
0.1% of portfolio›$233.5K
Leading Edge Financial Planning LLC5,728
0.0% of portfolio›$225.2K
Briggs Wealth Management, Inc5,569
0.2% of portfolio›$218.9K
Aspiriant, LLC5,550
0.0% of portfolio›$218.2K
Triad Wealth Partners, LLC5,501
0.0% of portfolio›$216.2K
Cannon Advisors, Inc.5,465
0.1% of portfolio›$212.5K
Quadrant Private Wealth Management, LLC5,424
0.0% of portfolio›$213.2K
Tableaux LLC5,358
0.1% of portfolio›$210.6K
Simplicity Wealth,LLC5,357
0.0% of portfolio›$210.6K
Avidian Wealth Enterprises, LLC5,298
0.0% of portfolio›$208.3K
Pinnacle Bancorp, Inc.5,199
0.1% of portfolio›$204.4K
Rossby Financial, LCC5,199
0.0% of portfolio›$204.4K
Soltis Investment Advisors LLC5,185
0.0% of portfolio›$203.8K
Hurley Capital, LLC5,168
0.1% of portfolio›$203.2K
Vilga Financial Planning LLC5,164
0.1% of portfolio›$203.0K
Sendero Wealth Management, LLC5,145
0.0% of portfolio›$202.2K
Fiduciary Alliance LLC5,138
0.0% of portfolio›$202.0K
Squire Investment Management Company, LLC5,096
0.0% of portfolio›$200.3K
WMG Financial Advisors, LLC4,979
0.1% of portfolio›$200.2K
Smallwood Wealth Investment Management, LLC4,026
0.1% of portfolio›$158.3K
Nova Financial LLC3,903
0.1% of portfolio›$153.4K
Harbor Investment Advisory, LLC3,670
0.0% of portfolio›$144.3K
North Star Investment Management Corp.3,528
0.0% of portfolio›$138.7K
Gilpin Wealth Management, LLC2,928
0.1% of portfolio›$115.1K
Parkside Financial Bank & Trust2,604
0.0% of portfolio›$102.4K
Trust Co of Vermont2,563
0.0% of portfolio›$100.8K
Retirement Wealth Solutions LLC1,669
0.0% of portfolio›$65.6K
Portfolio Resources Advisor Group, Inc.1,638
0.1% of portfolio›$64.4K
Signaturefd, LLC1,215
0.0% of portfolio›$47.8K
Horizon Financial Services, LLC1,097
0.0% of portfolio›$43.1K
Elevation Wealth Partners, LLC1,072
0.0% of portfolio›$42.1K
Angeles Wealth Management, LLC1,054
0.0% of portfolio›$41.4K
IMG Wealth Management, Inc.855
0.0% of portfolio›$33.6K
Ashton Thomas Private Wealth, LLC583
0.0% of portfolio›$22.9K
City Holding Co560
0.0% of portfolio›$22.0K
Redwood Park Advisors LLC548
0.0% of portfolio›$21.5K
Central Trust Co501
0.0% of portfolio›$19.7K
TD Waterhouse Canada Inc.480
0.0% of portfolio›$18.9K
Montgomery Financial Services LLC465
0.0% of portfolio›$18.3K
RHL Group, LLC428
0.0% of portfolio›$16.8K
StrongBox Wealth, LLC423
0.0% of portfolio›$16.6K
Team Financial Group, LLC276
0.0% of portfolio›$10.9K
Gleason Group, Inc.240
0.0% of portfolio›$9.4K
Triumph Capital Management227
0.0% of portfolio›$8.9K
Community Financial Services Group, LLC209
0.0% of portfolio›$8.2K
Bayban209
0.0% of portfolio›$8.4K
Halbert Hargrove Global Advisors, LLC182
0.0% of portfolio›$7.2K
Tounjian Advisory Partners, LLC158
0.0% of portfolio›$6.2K
Barnes Dennig Private Wealth Management LLC149
0.0% of portfolio›$5.9K
Compass Financial Management LLC136
0.0% of portfolio›$5.3K
Balance Wealth Partners LLC130
0.0% of portfolio›$5.1K
West Branch Capital LLC125
0.0% of portfolio›$4.9K
Aspect Partners, LLC107
0.0% of portfolio›$4.2K
PFS Partners, LLC74
0.0% of portfolio›$2.9K
Key Capital Management, Inc71
0.0% of portfolio›$2.8K
Kingdom Financial Group Llc.35
0.0% of portfolio›$1.4K
Farmers & Merchants Trust Co of Chambersburg PA23
0.0% of portfolio›$1
Rachor Investment Advisory Services, LLC22
0.0% of portfolio›$880
Dhjj Financial Advisors, Ltd.21
0.0% of portfolio›$815
Golden State Wealth Management, LLC12
0.0% of portfolio›$472
Quest 10 Wealth Builders, Inc.7
0.0% of portfolio›$275
Kings Path Partners LLC0
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Mather Group, Llc.
12,993,546$510.8M4.3%ETFMediumChicago, IL2026-10-14
Retirement Systems of Alabama
12,668,769$498.0M1.5%IndexLowMontgomery, AL2026-11-04
Foster Group, Inc.
3,611,298$142.0M3.9%ETFVery LowUrbandale, IA2026-10-13
Root Financial Partners, LLC
3,336,529$131.2M4.4%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
3,317,291$130.4M1.1%IndexLowNew York, NY2026-10-29
TCI Wealth Advisors, Inc.
2,629,089$103.3M4.2%ETFLowTucson, AZ2026-10-30
Washington Trust Bank
2,496,745$98.1M6.8%CoreLowSpokane, WA2026-11-03
Annex Advisory Services, LLC
2,404,967$94.5M1.5%GrowthHighBrookfield, WI2026-10-16
McKinley Carter Wealth Services, Inc.
2,330,327$91.6M4.7%ETFMediumWheeling, WV2026-10-16
True Link Financial Advisors, LLC
1,866,177$73.4M4.2%ETFLowSan Francisco, CA2026-10-27
Catalyst Capital Advisors LLC
1,718,839$67.6M1.1%ETFVery LowSan Juan, PR2026-11-02
Maseco LLP
1,485,483$58.4M1.6%ETFVery LowLondon, United Kingdom2026-10-27
Creative Planning
1,411,558$55.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Founders Financial Securities LLC
1,408,775$55.4M2.7%ETFMediumTowson, MD2026-10-28
Savant Capital, LLC
1,347,920$53.0M0.2%IndexVery LowRockford, IL2026-11-06
RAM Investment Partners, LLC
1,332,497$52.4M8.3%ETFLowBellevue, WA2026-10-21
Petersen Hastings Wealth Advisors Inc.
1,246,632$49.0M4.0%ETFLowKennewick, WA2026-10-27
Aquire Wealth Advisors, LLC
1,180,233$46.4M10.5%ETFVery LowSalt Lake City, UT2026-10-23
Assetmark, Inc
1,159,548$45.6M0.1%ETFLowConcord, CA2026-10-21
Klaas Financial Asset Advisors, LLC
1,125,322$44.2M5.5%ETFVery LowLoves Park, IL2026-10-19
Great Point Wealth Advisors, LLC
1,103,186$43.4M6.9%ETFVery LowBoston, MA2026-10-15
West Financial Advisors, LLC
1,046,059$41.1M6.2%ETFLowDes Moines, IA2026-10-22
Park Avenue Securities LLC
1,012,822$39.8M0.7%ETFMediumNew York, NY2026-10-26
Ledyard National Bank
990,416$38.9M3.1%CoreLowHanover, NH2026-10-21
Factory Mutual Insurance Co
924,700$36.3M0.3%GrowthLowWaltham, MA2026-10-30
Perigon Wealth Management, LLC
899,498$35.4M0.5%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
843,412$33.2M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
841,513$32.8M0.0%CoreLowPlymouth, MN2026-10-13
RVW Wealth, LLC
819,234$32.2M2.1%ETFVery LowLos Angeles, CA2026-10-06
Prime Capital Investment Advisors, LLC
809,608$31.8M0.3%ETFLowOverland Park, KS2026-10-20
Morling Financial Advisors, LLC
808,787$31.8M8.5%ETFLowFremont, CA2026-10-28
Financial Management Professionals, Inc.
759,209$29.8M2.8%ETFMediumAustin, TX2026-10-23
Everhart Financial Group, Inc.
757,265$29.8M1.8%ETFLowDublin, OH2026-10-08
Fiduciary Financial Group, LLC
743,544$29.2M3.4%ETFLowSan Rafael, CA2026-10-13
Brighton Jones LLC
739,548$29.1M0.5%CoreVery LowSeattle, WA2026-11-03
Wealth Management Nebraska
718,030$28.2M2.5%ETFLowNorfolk, NE2026-10-26
Pioneer Wealth Management Group
702,292$27.6M6.5%ETFLowAustin, TX2026-10-09
Apella Capital, LLC
698,801$27.7M0.4%ETFVery LowWest Hartford, CT2026-10-08
Marquette Asset Management, LLC
695,001$27.3M3.6%ETFVery LowMinneapolis, MN2026-10-09
Clearstead Advisors, LLC
693,071$27.2M0.3%ETFLowCleveland, OH2026-11-06
Grimes & Co Wealth Management, LLC
688,493$27.1M0.6%CoreLowWestborough, MA2026-10-29
Diversified Portfolios, Inc.
684,458$26.9M1.8%ETFLowBloomfield Hills, MI2026-11-04
CPA Asset Management Group, LLC
680,570$26.8M7.5%ETFMediumWest Palm Beach, FL2026-10-26
JFS Wealth Advisors, LLC
674,436$26.5M1.3%ETFVery LowHermitage, PA2026-11-03
BlueSky Wealth Advisors, LLC
669,453$26.3M3.0%ETFMediumNew Bern, NC2026-10-29
Evergreen Capital Management LLC
664,426$26.1M0.5%GARPMediumBellevue, WA2026-10-23
Arista Wealth Management, LLC
648,061$25.5M2.7%ETFMediumLas Vegas, NV2026-10-29
Creative Capital Management Investments LLC
633,921$24.9M5.6%ETFLowSan Diego, CA2026-10-28
Confluence Wealth Services, Inc.
628,328$24.7M0.6%ETFVery LowMcmurray, PA2026-11-05
Mission Wealth Management, LP
617,968$24.3M0.4%ETFLowSanta Barbara, CA2026-10-15
MCF Advisors LLC
617,882$24.3M0.9%ETFLowLexington, KY2026-10-28
Moisand Fitzgerald Tamayo, LLC
604,724$23.8M2.4%ETFVery LowOrlando, FL2026-10-15
Colony Family Offices, LLC
600,320$23.6M5.4%ETFVery LowCharlotte, NC2026-10-22
Avior Wealth Management, LLC
600,015$23.6M0.6%ETFMediumOmaha, NE2026-10-13
Index Fund Advisors, Inc.
599,827$23.6M1.0%ETFVery LowIrvine, CA2026-11-05
Wealth Dimensions Group, Ltd.
590,550$23.2M3.9%ETFLowCincinnati, OH2026-11-02
Austin Wealth Management, LLC
559,445$21.8M4.6%ETFVery LowAustin, TX2026-11-06
Modera Wealth Management, LLC
547,859$21.5M0.2%ETFVery LowWestwood, NJ2026-10-28
Eclectic Associates Inc
519,918$20.4M2.3%ETFVery LowFullerton, CA2026-10-09
Atria Investments, Inc
517,726$20.4M0.2%CoreMediumCharlotte, NC2026-10-15
Sterling Wealth Management, Inc.
498,147$19.6M5.0%ETFLowChampaign, IL2026-10-23
Voisard Asset Management Group, Inc.
497,471$19.6M3.6%ETFLowGrand Rapids, MI2026-10-13
Collective Family Office LLC
468,685$18.4M3.8%ETFLowYork, PA2026-10-05
First Bancorp, Inc
454,505$17.9M7.3%ValueVery LowDamariscotta, ME2026-10-26
Market Street Wealth Management Advisors LLC
445,108$17.5M2.5%ETFMediumIndianapolis, IN2026-10-09
SC&H Financial Advisors, Inc.
441,153$17.3M2.4%ETFVery LowHunt Valley, MD2026-10-14
Avondale Wealth Management
434,159$17.1M7.5%ETFLowWest Lake Hills, TX2026-10-15
CFS Investment Advisory Services, LLC
429,895$17.3M1.1%ETFMediumTotowa, NJ2026-10-19
Physician Wealth Advisors, Inc.
427,400$16.8M1.9%ETFMediumMidvale, UT2026-10-20
Dynamic Advisor Solutions LLC
426,240$16.8M0.5%ETFLowPhoenix, AZ2026-10-13
Avantax Planning Partners, Inc.
422,070$16.6M0.4%ETFLowDubuque, IA2026-11-03
TCP Asset Management, LLC
420,600$16.8M1.9%ETFLowUpper Arlington, OH2026-10-14
Newman Dignan & Sheerar, Inc.
409,842$16.1M3.1%ETFLowProvidence, RI2026-10-21
DiNuzzo Private Wealth, Inc.
400,367$15.7M1.6%ETFLowBeaver, PA2026-10-16
Crusonia Wealth Advisors LLC
393,865$15.5M2.3%ETFVery LowDenver, CO2026-10-26
Keyes, Stange & Wooten Wealth Management, LLC
392,636$15.4M7.2%ETFVery LowDaytona Beach, FL2026-11-03
Prudent Man Investment Management, Inc.
391,378$15.4M4.3%ETFVery LowLouisville, CO2026-11-03
AWM Capital, LLC
382,503$15.0M1.1%ETFLowPhoenix, AZ2026-10-16
Parkshore Wealth Management, Inc.
354,326$13.9M3.5%ETFLowGranite Bay, CA2026-10-13
Tortoise Investment Management, LLC
351,134$13.8M1.0%ETFLowWhite Plains, NY2026-11-06
Guardian Wealth Management, LLC
331,300$13.0M3.7%ETFVery LowChattanooga, TN2026-10-14
Koshinski Asset Management, Inc.
319,946$12.6M0.7%ETFLowDecatur, IL2026-10-29
Stolz & Associates, PS
308,423$12.1M7.1%ETFLowTacoma, WA2026-11-05
Allodium Investment Consultants, LLC
306,150$12.0M4.9%ETFVery LowMinneapolis, MN2026-10-14
Elyxium Wealth, LLC
305,137$12.0M1.2%GrowthVery LowBeverly Hills, CA2026-10-27
SAX Wealth Advisors, LLC
304,424$12.0M0.3%ETFVery LowParsippany, NJ2026-10-13
Rockland Trust Co
301,444$11.8M0.5%CoreLowHanover, MA2026-10-05
Navigation Group, LLC
299,124$11.8M2.3%ETFVery LowRedwood City, CA2026-10-28
Colorado Capital Management, Inc.
292,347$11.5M10.1%ETFVery LowBoulder, CO2026-10-15
Kestra Advisory Services, LLC
292,108$11.5M0.0%CoreLowAustin, TX2026-11-02
PCA Investment Advisory Services Inc.
290,558$11.4M3.1%ETFVery LowCincinnati, OH2026-10-13
Entrewealth, LLC
286,755$11.3M4.0%ETFLowAustin, TX2026-10-14
Farther Finance Advisors, LLC
283,044$11.1M0.1%IndexLowSan Francisco, CA2026-10-08
Trinity Financial Advisors LLC
274,306$10.8M2.8%ETFLowColumbus, OH2026-10-09
Kure Advisory, LLC
274,047$10.8M5.0%ETFVery LowPlymouth, MN2026-10-08
Amicus Financial Advisors, LLC
273,761$10.8M2.8%ETFLowLubbock, TX2026-11-03
SBK Financial, Inc.
271,477$10.7M5.1%N/AN/ARichmond, VA2026-11-02
Monument Group Wealth Advisors, LLC
269,691$10.6M5.0%ETFHighConcord, MA2026-10-21
Towneley Capital Management, Inc / de
258,253$10.2M2.0%ETFVery LowLaguna Hills, CA2026-10-09
Sima Wealth Partners, LLC
253,120$10.0M6.9%ETFVery LowRichmond, VA2026-10-19
GEM Asset Management, LLC
251,423$9.9M3.9%ETFLowPlymouth, MI2026-10-13
Diversify Advisory Services, LLC
250,355$9.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
250,355$9.5M0.1%GrowthMediumSandy, UT2026-10-20
Plancorp, LLC
243,521$8.8M0.2%ETFLowSaint Louis, MO2026-11-03
McMill Wealth Management
242,050$9.5M2.2%Deep ValueHighNorfolk, NE2026-11-05
Quantum Financial Advisors, LLC
239,934$9.4M0.9%ETFLowSanta Monica, CA2026-11-03
DWR Wealth Management, LLC
239,372$9.5M6.6%ETFLowSan Jose, CA2026-10-13
Jacobi Capital Management LLC
234,675$9.2M0.4%CoreLowPittston, PA2026-11-05
DeLarme Wealth Management, Inc.
227,959$9.0M5.0%ETFVery LowPalos Verdes Estates, CA2026-10-30
Essential Planning, Llc.
226,294$8.9M2.4%ETFLowPortsmouth, NH2026-10-21
Security Financial Services, Inc.
225,625$8.9M1.2%ETFMediumFort Wayne, IN2026-10-29
Ddfg, Inc
225,446$8.9M1.7%ETFLowThousand Oaks, CA2026-10-15
DecisionPoint Financial, LLC
225,315$8.9M1.5%ETFVery LowMesa, AZ2026-10-27
Archford Capital Strategies, LLC
225,273$8.9M0.9%GrowthMediumSwansea, IL2026-10-19
Midwest Heritage Bank, FSB
222,363$8.7M2.6%ETFVery LowWest Des Moines, IA2026-10-26
Discipline Wealth Solutions, LLC
221,584$8.7M0.8%ETFLowGreenville, SC2026-10-14
Oceanside Advisors LLC
219,543$8.6M5.3%ETFVery LowMount Pleasant, SC2026-11-03
MBA Advisors LLC
217,235$8.5M2.8%ETFLowHermitage, PA2026-10-29
IronBridge Private Wealth, LLC
214,121$8.4M2.5%Agg GrowthMediumAustin, TX2026-11-03
Seven Mile Advisory
209,439$8.2M5.5%GrowthLowTallahassee, FL2026-10-22
Heritage Wealth Management, Inc. s
206,262$8.1M3.0%ETFVery LowHouston, TX2026-11-06
Shore Point Advisors, LLC
199,366$7.8M2.5%ETFLowBrielle, NJ2026-10-14
Jacobsen Capital Management
197,803$7.8M2.2%ETFLowSalt Lake City, UT2026-10-27
BIP Wealth, LLC
196,366$7.7M0.2%ETFMediumAtlanta, GA2026-10-22
EverSource Wealth Advisors, LLC
183,302$7.2M0.2%CoreMediumBirmingham, AL2026-11-04
Great Waters Wealth Management
182,668$7.2M0.6%ETFVery LowShoreview, MN2026-10-07
American Capital Advisory, LLC
181,681$7.1M2.4%ETFLowKetchum, ID2026-10-28
Penobscot Wealth Management
181,404$7.1M1.8%ETFVery LowPortland, ME2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
179,163$7.0M0.4%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
179,163$7.0M0.1%CoreLowNew York, NY2026-10-20
Navigate Wealth Management, LLC
178,243$7.0M4.2%ETFLowBirmingham, AL2026-10-14
Willow Creek Wealth Management Inc.
176,625$6.9M0.5%ETFVery LowSebastopol, CA2026-10-26
Bannerman Wealth Management Group, LLC
172,081$6.8M3.9%ETFVery LowLewisville, TX2026-10-09
Saxony Capital Management, LLC
170,521$6.7M2.8%ETFMediumSt. Louis, MO2026-10-15
Fort Henry Capital, LLC
169,233$6.7M3.7%ETFVery LowWheeling, WV2026-10-22
Elser Financial Planning, Inc
164,121$6.5M0.3%GARPLowIndianapolis, IN2026-10-16
PFG Advisors
162,142$6.4M0.3%ETFMediumPhoenix, AZ2026-10-16
Sageworth Trust Co
161,376$6.3M0.2%ETFLowLancaster, PA2026-10-30
Thayer Financial, L.L.C.
157,944$6.2M5.6%ETFMediumHickory, NC2026-10-21
Sutton Place Investors LLC
155,881$6.1M2.9%ETFLowArmonk, NY2026-10-20
AA Financial Advisors, LLC
152,084$6.0M0.7%ETFMediumColumbus, OH2026-10-19
North Capital, Inc.
149,979$5.8M4.2%ETFLowSalt Lake City, UT2026-10-16
Apollon Wealth Management, LLC
149,905$5.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
Navigoe, LLC
149,062$5.9M3.2%ETFVery LowRedondo Beach, CA2026-11-04
Builder Investment Group Inc
148,237$5.8M1.2%GrowthVery LowAtlanta, GA2026-10-22
Bay Harbor Wealth Management, LLC
147,478$5.8M1.3%ETFMediumHunt Valley, MD2026-11-03
Ledgewood Wealth Advisors, LLC
147,473$5.8M3.2%ETFLowExeter, NH2026-10-09
Linscomb Wealth, Inc.
146,123$5.7M0.2%ETFLowHouston, TX2026-11-05
Legacy Financial Group, Inc.
144,762$5.7M1.3%ETFLowTulsa, OK2026-10-21
AlphaStar Capital Management, LLC
142,150$5.6M0.3%ETFMediumCornelius, NC2026-10-16
Pettinga Financial Advisors LLC
141,501$5.6M0.9%ETFMediumEvansville, IN2026-10-13
Andrews, Lucia Wealth Management LLC
141,473$5.6M3.1%ETFVery LowDanville, CA2026-11-02
Two West Capital Advisors LLC
137,999$5.5M2.7%ETFLowOverland Park, KS2026-10-15
Sculati Wealth Management, LLC
136,826$5.3M1.7%CoreLowBloomfield Hills, MI2026-10-19
Prudent Investor Advisors, LLC
135,970$5.3M4.2%ETFN/AFolsom, CA2026-10-22
City State Bank
119,228$4.7M1.1%GrowthVery LowNorwalk, IA2026-10-20
Advisory Solutions Group, LLC
118,809$4.7M1.0%ETFN/APlymouth, MN2026-10-14
SeedSafe Financial LLC
118,205$4.6M3.4%ETFVery LowAustin, TX2026-11-02
Moody National Bank Trust Division
118,144$4.6M0.4%CoreMediumGalveston, TX2026-10-06
Wingate Wealth Advisors, Inc.
116,514$4.6M1.9%ETFVery LowLexington, MA2026-10-26
Burton Enright Welch
114,407$4.5M0.5%ETFVery LowWalnut Creek, CA2026-11-04
Employees' Retirement Fund of the City of Fort Worth
113,300$4.5M1.6%ETFN/AFort Worth, TX2026-11-02
Compound Planning, Inc.
112,056$4.4M0.1%CoreLowNew York, NY2026-11-05
Burk Holdings LLC
111,748$4.4M1.5%ETFVery LowTulsa, OK2026-11-05
Live Oak Private Wealth LLC
108,586$4.3M0.5%ValueLowWilmington, NC2026-11-02
HB Wealth Management, LLC
108,577$4.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Indivisible Partners
107,923$4.2M0.2%GrowthMediumClearwater, FL2026-10-26
Mustard Seed Financial, LLC
106,378$4.2M2.1%ETFLowMagnolia, AR2026-10-30
First Premier Bank
105,556$4.2M3.8%CoreVery LowSioux Falls, SD2026-10-13
Baker Boyer National Bank
103,028$4.1M1.1%ETFVery LowWalla Walla, WA2026-11-05
Northwest Wealth Management, LLC
102,082$4.0M0.5%ETFLowSpencer, IA2026-10-30
Emprise Bank
96,582$3.8M1.5%ETFVery LowWichita, KS2026-10-07
Breakwater Capital Group
94,948$3.7M0.4%ETFLowParamus, NJ2026-10-09
Lincoln Capital Corp
94,099$3.7M1.2%ETFMediumEast Greenwich, RI2026-10-13
Glass Jacobson Investment Advisors llc
88,440$3.5M1.1%ETFLowOwings Mills, MD2026-10-26
First Financial Group Corp
87,599$3.4M2.6%ETFLowRaleigh, NC2026-10-22
Plan Group Financial, LLC
85,244$3.2M0.6%ETFMediumOklahoma City, OK2026-10-22
180 Wealth Advisors, LLC
84,972$3.3M0.3%CoreLowFederal Way, WA2026-11-03
Waterfront Wealth Inc.
84,483$3.2M0.5%ValueLowOverland Park, KS2026-11-03
Lodestone Wealth Management LLC
84,077$3.3M1.1%CoreLowSpokane, WA2026-10-14
XY Planning Network, Inc.
83,926$3.3M0.4%ETFLowBozeman, MT2026-10-14
Aviance Capital Partners, LLC
83,892$3.3M0.3%CoreLowNaples, FL2026-10-29
Crown Wealth Group, LLC
83,049$3.3M0.8%ETFMediumCharlotte, NC2026-10-19
Quad-Cities Investment Group, LLC
81,564$3.2M1.1%CoreLowDavenport, IA2026-10-16
Lido Advisors, LLC
81,533$3.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Valued Wealth Advisors LLC
81,259$3.2M1.1%IndexVery LowHolladay, UT2026-11-05
RFG Advisory, LLC
79,745$3.1M0.0%ETFMediumBirmingham, AL2026-11-03
Larry Mathis Financial Planning, LLC
79,116$3.1M2.6%ValueHighPhoenix, AZ2026-10-26
Cambridge Investment Research Advisors, Inc.
78,260$3.1M0.0%ETFLowFairfield, IA2026-11-02
Financial Symmetry Inc
77,271$3.0M1.0%ETFVery LowRaleigh, NC2026-10-06
Level Financial Advisors
76,771$3.0M0.7%ETFLowEast Amherst, NY2026-10-13
Alkeme Wealth, LLC
74,807$2.9M1.1%ValueLowScottsdale, AZ2026-10-08
Washington Trust Advisors, Inc.
73,070$2.9M0.2%GrowthLowWellesley, MA2026-10-22
Cannon Financial Strategists, Inc.
72,653$2.9M0.3%ETFVery LowAthens, GA2026-10-19
Pinnacle Financial Group, LLC / IL
72,568$2.9M0.7%ETFVery LowWestern Springs, IL2026-10-29
Bullock Wealth Management Group
71,753$2.8M1.2%GrowthLowBloomington, IN2026-10-09
Factor Wealth Management LTD
70,004$2.8M0.4%ETFLowChicago, IL2026-10-08
55 North Private Wealth, LLC
69,429$2.7M0.5%ETFLowWinter Park, FL2026-10-20
Larson Financial Group LLC
67,660$2.7M0.1%GrowthLowSt Louis, MO2026-11-05
Clarity Capital Advisors, LLC
67,612$2.7M1.1%ETFVery LowLakewood Ranch, FL2026-10-27
Versant Capital Management, Inc
67,154$2.6M0.2%GARPLowPhoenix, AZ2026-10-02
Heritage Investment Group, Inc.
66,771$2.6M0.4%ETFVery LowPompano Beach, FL2026-11-03
AdvisorNet Financial, Inc
65,963$2.5M0.1%ETFLowMinnetonka, MN2026-10-15
Investmark Advisory Group LLC
65,844$2.6M0.8%ETFVery LowShelton, CT2026-10-27
Timonier Family Office, Ltd.
65,736$2.6M0.9%ETFVery LowWinston Salem, NC2026-11-03
Yoder Wealth Management, Inc.
64,553$2.5M1.0%ETFLowWalnut Creek, CA2026-10-13
Forteris Wealth Management Inc.
64,080$2.5M2.1%ETFVery LowArmonk, NY2026-10-13
Lauer Wealth, LLC
62,006$2.4M1.5%ETFMediumValparaiso, IN2026-10-13
Evanson Financial, LLC
61,625$2.4M0.1%ETFN/AMclean, VA2026-10-23
Porter White Investment Advisors, Inc.
61,584$2.4M1.5%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
61,584$2.4M1.5%ETFVery LowBirmingham, AL2026-10-14
Heritage Wealth Management, Inc.
60,519$2.4M0.8%ETFLowSan Diego, CA2026-10-27
Helium Advisors LLC
59,971$2.4M2.0%ETFLowVancouver, WA2026-10-23
M Wealth Management, LLC
59,662$2.3M1.8%ETFVery LowSan Diego, CA2026-10-14
John A. Wolfe & Associates, Inc.
59,617$2.3M3.0%ETFLowPortage, MI2026-11-06
E6 Portfolios, LLC
58,556$2.3M1.7%ETFLowMidvale, UT2026-10-26
Madrid Wealth Management, LLC
58,331$2.3M1.5%ETFLowAlbuquerque, NM2026-10-23
IFP Advisors, Inc
57,731$2.3M0.0%GrowthLowTampa, FL2026-10-16
DBK Financial Counsel, LLC
57,240$2.3M1.8%ETFVery LowCuyahoga Falls, OH2026-10-13
Cedar Point Capital Partners, LLC
57,136$2.2M1.3%ETFMediumCedar Rapids, IA2026-10-29
Woodward Financial Advisors, Inc.
57,034$2.2M0.9%ETFVery LowChapel Hill, NC2026-10-19
Gradient Capital Advisors, LLC
56,029$2.2M0.5%ETFLowSan Diego, CA2026-10-21
FinDec Wealth Services, Inc.
55,719$2.2M2.6%ETFVery LowStockton, CA2026-10-30
Summit Wealth Group LLC / Co
54,583$2.1M0.1%ETFHighColorado Springs, CO2026-10-29
1900 Wealth Management LLC
54,359$2.1M0.1%ETFLowSan Antonio, TX2026-10-13
SwitchPoint Financial Planning, LLC
53,986$2.1M1.2%ETFVery LowLehi, UT2026-11-02
Meritas Wealth Management, LLC
51,983$2.0M0.7%ETFVery LowSan Rafael, CA2026-10-14
Accurate Wealth Management, LLC
50,946$2.0M0.2%CoreMediumWesley Chapel, FL2026-10-20
Werba Rubin Papier Wealth Management
49,724$2.0M0.2%ETFLowSan Jose, CA2026-11-06
Krilogy Financial LLC
49,139$1.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Approach Retirement Advisors, LLC
48,879$1.9M1.4%ETFLowVestavia, AL2026-10-22
Lynx Investment Advisory
48,512$1.9M0.6%ETFLowWashington, Dc, DC2026-10-27
Three Arch Wealth Management LLC
48,317$1.9M0.3%ETFVery LowIrvine, CA2026-10-20
Baker Tilly Wealth Management, LLC
47,917$1.9M0.4%GrowthLowMadison, WI2026-10-05
Pacific Asset Management, LLC
47,360$1.9M0.9%ETFVery LowGig Harbor, WA2026-10-15
Donalies Financial Planning, LLC
46,330$1.8M1.3%ETFVery LowWashington, DC2026-10-19
JDH Wealth Management, LLC
43,884$1.7M1.0%ETFVery LowSanta Rosa, CA2026-10-20
Vermillion Wealth Management, Inc.
42,191$1.7M1.9%ValueLowRosemount, MN2026-10-26
Chicago Partners Investment Group LLC
41,856$1.5M0.0%GARPLowChicago, IL2026-10-27
Capital Investment Advisory Services, LLC
41,741$1.6M0.1%CoreMediumRaleigh, NC2026-10-30
Gemmer Asset Management LLC
41,094$1.6M0.1%ETFLowWalnut Creek, CA2026-10-16
Ascentis Independent Advisors
40,065$1.6M0.1%ETFLowDallas, TX2026-11-03
Syverson Strege & Co
39,608$1.6M0.3%ETFVery LowWest Des Moines, IA2026-11-02
HFG Wealth Management, LLC
39,581$1.6M1.6%ETFLowThe Woodlands, TX2026-10-16
Friday Financial
39,438$1.6M0.3%ETFVery LowDubuque, IA2026-10-09
SpringVest Wealth Management LLC
37,289$1.5M0.9%ETFLowDallas, TX2026-10-27
Cypress Point Wealth Management, LLC
36,839$1.4M0.2%ETFLowDallas, TX2026-11-03
Kane Co Wealth Management, Inc.
36,809$1.4M1.2%ETFVery LowJohnston, IA2026-11-04
Axxcess Wealth Management, LLC
36,401$1.4M0.1%CoreLowCarlsbad, CA2026-10-21
Firethorn Wealth Partners, LLC
35,613$1.4M0.4%ETFLowAugusta, GA2026-10-14
Owl Creek Wealth Partners LLC
35,102$1.4M0.4%IndexLowGreenwood Village, CO2026-10-20
Everest Financial Group LLC
34,825$1.4M0.2%GrowthVery LowMinneapolis, MN2026-11-06
Abacus Planning Group, Inc.
34,460$1.4M0.2%ETFLowColumbia, SC2026-11-02
Shearwater Capital LLC
33,343$1.3M0.6%ETFVery LowDenver, CO2026-10-13
Cambridge Financial Group, LLC
33,172$1.3M0.4%ETFLowTucson, AZ2026-10-06
Lauterbach Financial Advisors, LLC
32,478$1.3M0.5%ETFVery LowEl Paso, TX2026-10-21
Sprinkle Financial Consultants LLC
32,195$1.3M0.5%ETFLowLittleton, CO2026-10-09
Patriot Financial Group Insurance Agency, LLC
31,753$1.2M0.1%GrowthLowWalpole, MA2026-10-14
Flagstone Financial Management
31,398$1.2M0.3%ETFVery LowLincoln, NE2026-11-05
Highland Financial Advisors, LLC
31,065$1.2M0.3%ETFVery LowWayne, NJ2026-10-19
Wealth Advisors Northwest LLC
31,030$1.2M0.4%ETFLowPortland, OR2026-10-29
Tranquility Partners, LLC
30,638$1.2M0.4%CoreLowBrentwood, TN2026-10-20
3 Factor Indexing, LLC
30,120$1.2M1.0%ETFLowSacramento, CA2026-10-15
Greenspring Advisors, LLC
30,021$1.2M0.1%ETFVery LowTowson, MD2026-11-05
Choreo, LLC
29,639$1.2M0.0%IndexLowRockford, IL2026-10-28
Daymark Wealth Partners, LLC
29,472$1.2M0.0%CoreLowCincinnati, OH2026-11-04
ARK & TLK Investments, LLC
29,224$1.1M0.3%ETFLowOklahoma City, OK2026-10-20
Ellis Investment Partners, LLC
29,203$1.1M0.2%ETFLowBerwyn, PA2026-10-21
LAM Group, Inc.
28,380$1.1M0.6%ETFVery LowLake Oswego, OR2026-10-26
Montis Financial, LLC
28,339$1.1M0.2%ETFLowWaltham, MA2026-11-04
MBE Wealth Management, LLC
28,319$1.1M0.4%ETFVery LowTomah, WI2026-10-26
D.A. Davidson & Co.
28,270$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
AlphaCore Capital LLC
27,746$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Thrivent Financial for Lutherans
26,964$1.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Heck Capital Advisors, LLC
26,365$1.0M0.1%ETFMediumRhinelander, WI2026-10-14
Compass Ion Advisors, LLC
25,642$1.0M0.1%ETFVery LowConshohocken, PA2026-10-23
Acorn Wealth Advisors, LLC
25,628$1.0M0.2%ETFLowGrand Blanc, MI2026-10-19
New Wave Wealth Advisors LLC
25,561$993.8K0.3%CoreMediumSpringdale, AR2026-10-19
APS Management Group, Inc.
24,414$959.7K0.7%ETFMediumTorrance, CA2026-10-14
Truist Financial Corp
24,388$958.7K0.0%CoreLowCharlotte, NC2026-10-30
Burney Co/
24,347$957.1K0.0%GARPMediumReston, VA2026-10-15
Parcion Private Wealth LLC
24,335$956.6K0.1%CoreMediumBellevue, WA2026-10-28
Vestment Financial LLC
24,140$947.5K0.4%ETFVery LowChanhassen, MN2026-10-13
Optima Capital LLC
23,768$934.3K0.4%ETFHighPortland, OR2026-10-29
Powerhouse Assets LLC
23,616$928.3K0.7%ETFVery LowLincoln, MA2026-10-19
Naples Global Advisors, LLC
23,485$923.2K0.1%CoreVery LowNaples, FL2026-11-05
RCS Financial Planning, LLC
23,251$914.0K0.5%ETFMediumAnnapolis, MD2026-10-14
Parallel Advisors, LLC
23,236$913.4K0.0%IndexLowSan Francisco, CA2026-11-03
Arnold Financial Planning LLC
22,998$904.0K0.6%ETFVery LowHiawatha, IA2026-10-20
G2 Capital Management, LLC / OH
22,592$888.1K0.2%ETFVery LowColumbus, OH2026-10-23
Morton Capital Management LLC
22,028$865.9K0.1%ETFVery LowCalabasas, CA2026-10-23
International Private Wealth Advisors LLC
21,978$864.0K0.4%CoreMediumSan Diego, CA2026-11-05
rebel Financial LLC
21,974$863.8K0.4%N/AVery LowGroveport, OH2026-11-04
Madson Wealth Advisors Inc
21,753$855.1K0.6%ETFLowSanta Rosa, CA2026-10-13
Midwest Trust Co
21,470$844.0K0.0%CoreLowOverland Park, KS2026-10-22
Lanark Financial, Inc.
21,368$840.0K0.1%CoreMediumBirmingham, AL2026-10-26
Infinity Wealth Counsel, LLC
21,311$837.7K0.7%ETFVery LowLoveland, OH2026-10-15
Fifth Third Bancorp
20,247$795.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Concurrent Investment Advisors, LLC
20,107$790.4K0.0%GrowthMediumTampa, FL2026-10-16
Aire Advisors, LLC
19,843$780.0K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Level Wealth Management LLC
19,747$776.2K0.3%ETFVery LowGreensboro, NC2026-10-23
Valeo Financial Advisors, LLC
19,653$772.6K0.0%ETFLowCarmel, IN2026-10-08
RED Lighthouse Investment Management, LLC
19,009$747.2K0.2%ETFVery LowHillsdale, NY2026-11-02
United Advisor Group, LLC
18,715$735.7K0.1%ETFLowCincinnati, OH2026-11-03
Woodside Wealth Management LLC
18,549$729.2K0.5%ETFVery LowFramingham, MA2026-10-16
CSP Financial Group, LLC
17,932$704.9K0.7%ETFLowScottsdale, AZ2026-10-26
Private Trust Co NA
17,682$695.1K0.1%CoreLowCleveland, OH2026-10-20
HMV Wealth Advisors, LLC
16,677$655.6K0.2%ETFVery LowShreveport, LA2026-10-27
PNC Financial Services Group, Inc.
16,650$654.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Cherry Tree Wealth Management, LLC
16,593$652.3K0.1%ETFVery LowMinnetonka, MN2026-10-15
Accel Wealth Management
16,509$649.0K0.1%ETFLowWaverly, IA2026-10-13
Asset Dedication, LLC
16,306$641.0K0.0%ETFLowSan Francisco, CA2026-11-03
L.K. Benson & Company, P.C.
16,172$635.8K0.2%YieldVery LowTimonium, MD2026-10-23
Quarry Hill Advisors, LLC
16,032$630.2K0.2%ETFVery LowSt Paul, MN2026-11-04
CLG LLC
16,016$629.6K0.1%ETFMediumLong Beach, CA2026-10-13
SJS Investment Consulting Inc.
16,016$629.6K0.1%ETFVery LowSylvania, OH2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
15,583$612.6K0.1%ETFMediumWoodbury, MN2026-10-13
Sincerus Advisory, LLC
15,350$603.4K0.4%ETFVery LowNew York, NY2026-10-09
Eastover Investment Advisors LLC
15,150$595.5K0.2%CoreLowCharlotte, NC2026-10-05
Altiora Financial Group, LLC
15,065$592.2K0.1%ETFLowLebanon, OH2026-11-04
SeaCrest Wealth Management, LLC
14,864$584.3K0.1%GrowthLowPurchase, NY2026-10-21
Tanager Wealth Management LLP
14,843$583.5K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Financial Synergies Wealth Advisors, Inc.
14,837$583.3K0.0%ETFVery LowHouston, TX2026-10-16
Solidarity Wealth, LLC
14,761$580.2K0.1%CoreMediumLehi, UT2026-10-15
Merit Financial Group, LLC
14,617$574.6K0.0%ETFLowAlpharetta, GA2026-11-06
tru Independence LLC
14,567$572.6K0.2%ETFLowPortland, OR2026-10-20
Abel Hall, LLC
14,392$565.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
USAdvisors Wealth Management, LLC
14,221$559.0K0.6%ETFLowEden Prairie, MN2026-10-21
Aerodigm Wealth, LLC
14,181$557.5K0.2%ETFLowLake Oswego, OR2026-10-16
One Way Holdings LLC
14,174$557.2K0.0%CoreMediumFlower Mound, TX2026-10-29
Revolve Wealth Partners, LLC
13,990$549.9K0.1%ETFVery LowHackensack, NJ2026-10-23
Ballast Rock Private Wealth LLC
12,948$509.0K0.2%ETFMediumCharleston, SC2026-10-26
Altfest L J & Co Inc
12,893$506.8K0.1%ETFHighNew York, NY2026-10-27
Samalin Investment Counsel, LLC
12,874$506.1K0.2%YieldMediumChappaqua, NY2026-10-23
Signature Resources Capital Management, LLC
12,828$504.3K0.2%ETFLowNewport Beach, CA2026-10-16
Selective Wealth Management, Inc.
12,691$480.6K0.1%ETFLowForest, VA2026-10-16
Prosperity Planning, Inc.
12,166$478.2K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Park Edge Advisors, LLC
11,919$468.5K0.1%CoreMediumCleveland, OH2026-10-28
Concord Wealth Partners
11,830$465.0K0.1%GrowthLowAbingdon, VA2026-11-02
US Bancorp \de\
11,745$461.7K0.0%IndexLowMinneapolis, MN2026-11-05
WealthSpring Partners, LLC
11,703$460.0K0.5%ETFLowLong Beach, CA2026-10-14
Canopy Partners, LLC
11,230$441.5K0.1%GrowthLowCincinnati, OH2026-10-28
Websterrogers Financial Advisors, LLC
11,198$440.2K0.1%ETFVery LowFlorence, SC2026-11-02
Wedmont Private Capital
11,094$432.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Montag A & Associates Inc
10,925$429.5K0.0%CoreLowAtlanta, GA2026-10-29
Foundation Wealth Management, Llc\pa
10,496$412.6K0.1%ETFLowMedia, PA2026-10-14
Frankly Finances, LLC
10,486$412.2K0.3%ETFVery LowWinter Park, FL2026-10-28
Financial Harvest, LLC
10,382$408.1K0.2%ETFVery LowWinter Park, FL2026-10-15
Richards, Merrill & Peterson, Inc.
10,294$404.7K0.1%GrowthLowSpokane, WA2026-10-19
Elevate Wealth Advisory, Inc
10,202$401.0K0.2%ETFVery LowAthens, GA2026-10-29
Apollon Financial, LLC
10,115$397.6K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Stage Harbor Financial, LLC
10,109$397.4K0.2%ETFVery LowWestwood, MA2026-11-03
IFG Advisors, LLC
10,065$395.7K0.1%ETFVery LowSt. Louis, MO2026-10-15
Vestia Personal Wealth Advisors
9,696$381.2K0.1%ETFMediumFort Wayne, IN2026-10-20
Matisse Capital
9,687$380.8K0.1%ValueMediumPortland, OR2026-10-29
Facet Wealth, Inc.
9,261$364.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
First Command Advisory Services, Inc.
9,170$360.5K0.0%IndexLowFort Worth, TX2026-11-05
Stewardship Advisors, LLC
9,122$358.6K0.1%ETFMediumMount Joy, PA2026-10-20
Peirce Capital Management, LLC
8,970$352.6K0.1%ETFLowThe Woodlands, TX2026-10-19
Scratch Capital LLC
8,948$351.7K0.2%ETFMediumBoise, ID2026-11-02
Allstreet Capital Advisors LLC
8,844$347.7K0.2%ETFVery LowLos Angeles, CA2026-11-04
Wealth Enhancement Trust Services, Inc.
8,810$346.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Beacon Financial Advisory LLC
8,653$340.2K0.1%ETFLowCleveland, OH2026-10-16
Strategent Financial, LLC
8,486$333.6K0.2%ETFLowHarrisonburg, VA2026-10-30
Blume Capital Management, Inc.
8,354$328.4K0.0%CoreMediumBerkeley, CA2026-10-26
Citrine Capital LLC
8,300$326.3K0.1%ETFVery LowSan Francisco, CA2026-10-14
Levin Capital Strategies, L.P.
8,046$316.3K0.0%ValueMediumNew York, NY2026-11-02
Spire Wealth Management
8,004$314.6K0.0%GrowthMediumMclean, VA2026-10-30
Huntleigh Advisors, Inc.
7,700$302.7K0.0%GrowthMediumSt. Louis, MO2026-11-03
Maryland Capital Advisors Inc.
7,622$299.6K0.1%ETFVery LowChester, MD2026-10-15
Univest Financial Corp
7,591$298.4K0.0%GrowthLowSouderton, PA2026-11-05
Athena Wealth Management, LLC
7,551$296.8K0.2%GARPMediumReno, NV2026-10-09
Pillar Financial Advisors, LLC
7,520$295.6K0.2%ETFVery LowLouisville, KY2026-10-21
Lionshead Wealth Management, LLC
7,304$287.1K0.2%ETFLowNew York, NY2026-10-21
Liberty Capital Management, Inc.
7,081$278.4K0.0%CoreVery LowBirmingham, MI2026-11-02
Bright Futures Wealth Management, Llc.
7,035$276.6K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Landmark Wealth Management, Inc.
6,988$274.7K0.1%ETFLowNormal, IL2026-11-04
Freedom Day Solutions, LLC
6,897$271.1K0.1%CoreLowHouston, TX2026-10-20
Thompson Siegel & Walmsley LLC
6,814$268.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
Prosperity Advisers, LLC
6,749$265.3K0.2%ETFVery LowHorsham, PA2026-10-28
Clear Creek Financial Management, LLC
6,635$260.8K0.0%ETFMediumSilverdale, WA2026-10-28
Arcadia Wealth Management, LLC
6,603$259.6K0.1%ETFLowManchester, NH2026-10-22
Crescent Grove Advisors, LLC
6,591$259.1K0.0%ETFLowLake Forest, IL2026-10-21
Wealthcare Advisory Partners LLC
6,521$256.3K0.0%ETFLowWest Chester, PA2026-10-21
Riverchase Wealth Management, LLC
6,440$253.2K0.1%ETFMediumFlower Mound, TX2026-10-28
Ferguson Johnson Wealth Management Inc
6,376$250.6K0.2%ETFVery LowRockville, MD2026-11-05
CGN Advisors LLC
6,352$249.7K0.0%ETFLowManhattan, KS2026-10-21
Semitam Bonam LLC
6,339$249.2K0.2%ETFVery LowGoshen, NY2026-10-27
Gutierrez Wealth Advisory, LLC
5,993$235.6K0.1%ETFLowLittle Rock, AR2026-11-02
Forthright Family Wealth Advisory LLC
5,940$233.5K0.1%ETFHighHouston, TX2026-11-03
Leading Edge Financial Planning LLC
5,728$225.2K0.0%ETFLowKnoxville, TN2026-10-23
Briggs Wealth Management, Inc
5,569$218.9K0.2%ETFLowGlastonbury, CT2026-10-26
Aspiriant, LLC
5,550$218.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Triad Wealth Partners, LLC
5,501$216.2K0.0%ETFMediumLawrence, KS2026-10-26
Cannon Advisors, Inc.
5,465$212.5K0.1%GrowthHighCharlotte, NC2026-10-14
Quadrant Private Wealth Management, LLC
5,424$213.2K0.0%GrowthLowCenter Valley, PA2026-11-04
Tableaux LLC
5,358$210.6K0.1%ETFLowStockbridge, MA2026-10-23
Simplicity Wealth,LLC
5,357$210.6K0.0%ETFLowSummit, NJ2026-10-23
Avidian Wealth Enterprises, LLC
5,298$208.3K0.0%ETFLowHouston, TX2026-10-08
Pinnacle Bancorp, Inc.
5,199$204.4K0.1%CoreVery LowBeatrice, NE2026-10-21
Rossby Financial, LCC
5,199$204.4K0.0%ETFMediumMelbourne, FL2026-11-05
Soltis Investment Advisors LLC
5,185$203.8K0.0%CoreMediumSt. George, UT2026-10-28
Hurley Capital, LLC
5,168$203.2K0.1%GARPMediumNew York, NY2026-11-05
Vilga Financial Planning LLC
5,164$203.0K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Sendero Wealth Management, LLC
5,145$202.2K0.0%GARPLowSan Antonio, TX2026-10-14
Fiduciary Alliance LLC
5,138$202.0K0.0%CoreMediumGreenville, SC2026-10-13
Squire Investment Management Company, LLC
5,096$200.3K0.0%ETFVery LowOrem, UT2026-11-03
WMG Financial Advisors, LLC
4,979$200.2K0.1%ETFLowKnoxville, TN2026-10-28
Smallwood Wealth Investment Management, LLC
4,026$158.3K0.1%ETFVery LowRed Bank, NJ2026-10-30
Nova Financial LLC
3,903$153.4K0.1%N/AN/ATucson, AZ2026-11-04
Harbor Investment Advisory, LLC
3,670$144.3K0.0%GrowthLowLutherville, MD2026-10-13
North Star Investment Management Corp.
3,528$138.7K0.0%CoreLowChicago, IL2026-10-27
Gilpin Wealth Management, LLC
2,928$115.1K0.1%GrowthLowDenver, CO2026-10-09
Parkside Financial Bank & Trust
2,604$102.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Vermont
2,563$100.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Retirement Wealth Solutions LLC
1,669$65.6K0.0%ETFLowMarshfield, WI2026-10-07
Portfolio Resources Advisor Group, Inc.
1,638$64.4K0.1%ETFMediumCoral Gables, FL2026-10-20
Signaturefd, LLC
1,215$47.8K0.0%IndexLowAtlanta, GA2026-10-23
Horizon Financial Services, LLC
1,097$43.1K0.0%ETFLowWinston Salem, NC2026-11-04
Elevation Wealth Partners, LLC
1,072$42.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Angeles Wealth Management, LLC
1,054$41.4K0.0%ETFLowSanta Monica, CA2026-10-26
IMG Wealth Management, Inc.
855$33.6K0.0%ETFMediumJacksonville, FL2026-10-27
Ashton Thomas Private Wealth, LLC
583$22.9K0.0%CoreMediumScottsdale, AZ2026-11-03
City Holding Co
560$22.0K0.0%CoreLowCharleston, WV2026-10-19
Redwood Park Advisors LLC
548$21.5K0.0%ETFVery LowRedwood City, CA2026-11-02
Central Trust Co
501$19.7K0.0%CoreLowJefferson City, MO2026-11-05
TD Waterhouse Canada Inc.
480$18.9K0.0%CoreLowToronto, Australia2026-10-16
Montgomery Financial Services LLC
465$18.3K0.0%ETFN/AOcean City, MD2026-11-03
RHL Group, LLC
428$16.8K0.0%ETFVery HighHolly, MI2026-11-04
StrongBox Wealth, LLC
423$16.6K0.0%GrowthLowLee'S Summit, MO2026-11-02
Team Financial Group, LLC
276$10.9K0.0%ETFLowTemecula, CA2026-10-30
Gleason Group, Inc.
240$9.4K0.0%ETFVery LowProspect, KY2026-10-15
Triumph Capital Management
227$8.9K0.0%ETFMediumDenver, CO2026-10-14
Community Financial Services Group, LLC
209$8.2K0.0%GrowthLowNewport, VT2026-10-15
Bayban
209$8.4K0.0%ValueLowBayport, MN2026-11-05
Halbert Hargrove Global Advisors, LLC
182$7.2K0.0%ETFLowLong Beach, CA2026-10-16
Tounjian Advisory Partners, LLC
158$6.2K0.0%GrowthHighFort Myers, FL2026-11-04
Barnes Dennig Private Wealth Management LLC
149$5.9K0.0%CoreLowCincinnati, OH2026-10-30
Compass Financial Management LLC
136$5.3K0.0%CoreN/ATampa, FL2026-10-30
Balance Wealth Partners LLC
130$5.1K0.0%ETFMediumWorthington, OH2026-10-27
West Branch Capital LLC
125$4.9K0.0%GrowthVery LowAmherst, MA2026-10-20
Aspect Partners, LLC
107$4.2K0.0%ETFMediumFairfax, VA2026-10-20
PFS Partners, LLC
74$2.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Key Capital Management, Inc
71$2.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Kingdom Financial Group Llc.
35$1.4K0.0%ETFMediumPeoria, AZ2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
23$10.0%GARPLowChambersburg, PA2026-10-14
Rachor Investment Advisory Services, LLC
22$8800.0%ETFVery LowLinden, MI2026-10-29
Dhjj Financial Advisors, Ltd.
21$8150.0%ETFVery LowNaperville, IL2026-10-23
Golden State Wealth Management, LLC
12$4720.0%ETFMediumSanta Ana, CA2026-11-02
Quest 10 Wealth Builders, Inc.
7$2750.0%ETFLowFuquay-Varina, VA2026-11-02
Kings Path Partners LLC
0$130.0%ETFVery LowSugar Land, TX2026-10-21