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Dimensional US EQ MKT ETF (DFUS)

CUSIP: 25434V401 | NYSE | 1212 institutional holders

Quarters

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

Maseco LLP7,138,795
16.2% of portfolio›$592.9M
Root Financial Partners, LLC5,533,635
15.4% of portfolio›$459.5M
Vise Technologies, Inc.5,318,761
3.7% of portfolio›$441.6M
Index Fund Advisors, Inc.5,022,692
17.6% of portfolio›$417.0M
SAX Wealth Advisors, LLC4,731,975
11.2% of portfolio›$392.9M
Plancorp, LLC4,371,622
8.2% of portfolio›$360.4M
TCI Wealth Advisors, Inc.4,110,854
13.7% of portfolio›$341.3M
Creative Planning3,355,976
0.2% of portfolio›$278.6M
Great Waters Wealth Management3,114,270
23.3% of portfolio›$258.6M
G2 Capital Management, LLC / OH2,407,093
45.3% of portfolio›$199.9M
Apella Capital, LLC2,155,906
2.3% of portfolio›$182.5M
Flagstone Financial Management1,586,605
28.9% of portfolio›$131.7M
JFS Wealth Advisors, LLC1,322,771
5.5% of portfolio›$109.8M
Intelligence Driven Advisers, LLC1,293,755
18.5% of portfolio›$107.4M
Colony Family Offices, LLC1,224,151
23.2% of portfolio›$101.6M
DiNuzzo Private Wealth, Inc.1,174,418
9.7% of portfolio›$97.5M
Modera Wealth Management, LLC1,152,937
1.0% of portfolio›$95.7M
Chicago Partners Investment Group LLC1,147,085
1.7% of portfolio›$94.9M
Forum Financial Management, LP1,128,313
1.2% of portfolio›$93.7M
Wealth Enhancement Advisory Services, LLC1,119,789
0.1% of portfolio›$93.0M
Commonwealth Equity Services, LLC1,068,576
0.1% of portfolio›$88.7M
Penney Financial, LLC957,113
23.5% of portfolio›$79.5M
Austin Asset Management Co Inc943,709
10.5% of portfolio›$78.4M
Choreo, LLC938,634
0.8% of portfolio›$77.9M
Foster Group, Inc.932,666
2.1% of portfolio›$77.4M
Foundry Financial LLC930,126
24.0% of portfolio›$77.2M
Evanson Financial, LLC929,815
3.8% of portfolio›$77.2M
Elser Financial Planning, Inc916,566
3.3% of portfolio›$76.1M
Quadcap Wealth Management, LLC902,861
7.1% of portfolio›$75.0M
Wealth Management Nebraska898,692
6.5% of portfolio›$74.6M
Willow Creek Wealth Management Inc.890,197
4.9% of portfolio›$73.9M
Olio Financial Planning889,894
18.4% of portfolio›$73.9M
Aspen Wealth Management LLC889,269
11.8% of portfolio›$73.8M
Kestra Advisory Services, LLC853,683
0.2% of portfolio›$70.9M
Farther Finance Advisors, LLC808,133
0.5% of portfolio›$67.1M
1900 Wealth Management LLC773,389
3.5% of portfolio›$64.2M
RS Crum Inc.763,575
11.9% of portfolio›$63.4M
Leading Edge Financial Planning LLC741,761
12.8% of portfolio›$61.6M
Hurlow Wealth Management Group, Inc.718,718
12.4% of portfolio›$59.7M
Crusonia Wealth Advisors LLC707,556
8.8% of portfolio›$58.7M
Truist Financial Corp692,859
0.1% of portfolio›$57.5M
RIA Advisory Group LLC681,413
16.0% of portfolio›$56.6M
Crown Wealth Group, LLC666,922
13.7% of portfolio›$55.4M
CWS Financial Advisors, LLC653,506
11.9% of portfolio›$54.3M
Bernardo Wealth Planning LLC641,138
4.5% of portfolio›$53.2M
Dynamic Advisor Solutions LLC570,211
1.3% of portfolio›$47.3M
Disciplined Equity Management, Inc.559,941
20.5% of portfolio›$46.5M
Three Arch Wealth Management LLC558,477
7.4% of portfolio›$46.4M
Greenspring Advisors, LLC505,832
1.9% of portfolio›$42.0M
Heritage Investment Group, Inc.501,747
5.7% of portfolio›$41.7M
Owl Creek Wealth Partners LLC499,432
11.7% of portfolio›$41.5M
TCP Asset Management, LLC490,717
4.7% of portfolio›$41.2M
Guardian Wealth Management, LLC473,366
11.1% of portfolio›$39.3M
SC&H Financial Advisors, Inc.469,767
5.4% of portfolio›$39.0M
Assetmark, Inc455,798
0.1% of portfolio›$37.8M
ARK & TLK Investments, LLC448,596
8.9% of portfolio›$37.2M
Dixon Fnancial Services, Inc.424,365
14.1% of portfolio›$35.2M
Retirement Solution LLC414,579
7.6% of portfolio›$34.4M
Investmark Advisory Group LLC381,295
10.3% of portfolio›$31.7M
Timonier Family Office, Ltd.380,040
11.0% of portfolio›$31.6M
Mission Wealth Management, LP368,485
0.5% of portfolio›$30.6M
Royal Harbor Partners, LLC362,716
9.2% of portfolio›$30.1M
Asset Dedication, LLC360,859
1.9% of portfolio›$30.0M
Allodium Investment Consultants, LLC340,943
11.6% of portfolio›$28.3M
Meritas Wealth Management, LLC338,591
10.1% of portfolio›$28.1M
Cambridge Investment Research Advisors, Inc.338,501
0.2% of portfolio›$28.1M
Babb Wealth Advisors LLC327,587
12.7% of portfolio›$27.2M
McMill Wealth Management312,754
5.9% of portfolio›$26.0M
Cypress Point Wealth Management, LLC306,486
2.7% of portfolio›$25.4M
American Capital Advisory, LLC302,505
8.6% of portfolio›$25.1M
Trinity Financial Advisors LLC301,875
6.5% of portfolio›$25.1M
Pillar Financial Advisors, LLC290,970
13.2% of portfolio›$24.2M
Indivisible Partners285,313
1.1% of portfolio›$23.7M
GEM Asset Management, LLC282,539
9.3% of portfolio›$23.5M
Mendota Financial Group, LLC273,353
14.1% of portfolio›$22.7M
Legacy Financial Group, Inc.266,076
5.0% of portfolio›$22.1M
Spire Wealth Management250,110
0.6% of portfolio›$20.8M
Security Financial Services, Inc.246,405
2.7% of portfolio›$20.5M
Tassel Capital Management, Inc.237,973
9.8% of portfolio›$19.8M
PFG Advisors237,910
1.0% of portfolio›$19.8M
Certified Advisory Corp232,853
1.6% of portfolio›$19.3M
Capstone Wealth Management, LLC231,248
8.9% of portfolio›$19.2M
KPP Advisory Services LLC225,611
3.2% of portfolio›$18.7M
Axxcess Wealth Management, LLC219,832
0.7% of portfolio›$18.3M
Larson Financial Group LLC212,565
0.4% of portfolio›$17.6M
HB Wealth Management, LLC199,797
0.1% of portfolio›$16.6M
Apollon Wealth Management, LLC199,382
0.2% of portfolio›$16.6M
Kraft, Davis & Associates, LLC191,215
3.4% of portfolio›$16.0M
Kestra Investment Management, LLC187,879
0.3% of portfolio›$15.6M
Northwest Wealth Management, LLC180,490
1.9% of portfolio›$15.0M
Private Wealth Management Group, LLC172,105
3.2% of portfolio›$14.3M
Sutton Place Investors LLC169,122
6.6% of portfolio›$14.0M
BostonPremier Wealth LLC163,043
5.5% of portfolio›$13.5M
AWM Capital, LLC162,376
0.9% of portfolio›$13.5M
Physician Wealth Solutions Inc.157,689
5.2% of portfolio›$13.1M
Warwick Investment Management, Inc.154,627
1.5% of portfolio›$12.8M
Herold Advisors, Inc.154,403
2.5% of portfolio›$12.8M
Wealth Advisory Team LLC153,738
10.5% of portfolio›$12.8M
Vermillion Wealth Management, Inc.153,196
14.6% of portfolio›$12.7M
CGN Advisors LLC152,641
1.0% of portfolio›$12.7M
Cedar Point Capital Partners, LLC150,943
7.2% of portfolio›$12.5M
Hughes Financial Services, LLC147,418
1.6% of portfolio›$12.4M
CFS Investment Advisory Services, LLC147,404
0.8% of portfolio›$12.5M
RF&L Wealth Management, LLC144,723
8.1% of portfolio›$12.0M
Embree Financial Group143,357
1.2% of portfolio›$11.9M
Fund Evaluation Group, LLC143,183
0.3% of portfolio›$11.9M
Greenwood Capital Associates LLC142,761
1.2% of portfolio›$11.9M
Sowell Financial Services LLC140,311
0.4% of portfolio›$11.7M
XY Planning Network, Inc.136,487
1.2% of portfolio›$11.3M
LVZ, Inc.132,208
1.1% of portfolio›$11.0M
Concord Wealth Partners128,160
1.2% of portfolio›$10.6M
Bayshore Asset Management, LLC122,922
3.7% of portfolio›$10.4M
Burk Holdings LLC121,536
3.5% of portfolio›$10.1M
Richard Young Associates, Ltd.118,599
6.4% of portfolio›$9.8M
DWR Wealth Management, LLC115,052
6.6% of portfolio›$9.6M
Quantum Financial Advisors, LLC113,173
0.9% of portfolio›$9.4M
Lauterbach Financial Advisors, LLC113,092
4.0% of portfolio›$9.4M
Altiora Financial Group, LLC111,515
1.5% of portfolio›$9.3M
JDH Wealth Management, LLC110,635
5.6% of portfolio›$9.2M
Kondo Wealth Advisors, Inc.105,950
2.9% of portfolio›$8.8M
SeaBridge Investment Advisors LLC102,871
1.2% of portfolio›$8.5M
Robertson Stephens Wealth Management, LLC101,369
0.2% of portfolio›$8.4M
Semitam Bonam LLC101,069
5.8% of portfolio›$8.4M
Ridgeline Wealth, LLC98,416
4.7% of portfolio›$8.3M
EnRich Financial Partners LLC95,815
1.9% of portfolio›$8.0M
Diversify Advisory Services, LLC93,265
0.1% of portfolio›$7.8M
Diversify Wealth Management, LLC93,265
0.1% of portfolio›$7.8M
EverSource Wealth Advisors, LLC93,260
0.2% of portfolio›$7.7M
Arista Wealth Management, LLC91,956
0.8% of portfolio›$7.6M
Gemmer Asset Management LLC88,535
0.5% of portfolio›$7.4M
Aurelius Family Office LLC87,472
2.9% of portfolio›$7.3M
RFG Advisory, LLC85,898
0.1% of portfolio›$7.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors84,459
0.3% of portfolio›$7.0M
Heck Capital Advisors, LLC81,820
0.4% of portfolio›$6.8M
Symmetry Partners, LLC79,122
0.3% of portfolio›$6.6M
CLG LLC78,292
1.4% of portfolio›$6.5M
DBK Financial Counsel, LLC78,105
5.2% of portfolio›$6.5M
Nova R Wealth, Inc.74,858
1.8% of portfolio›$6.2M
Avant Financial Advisors LLC74,590
3.8% of portfolio›$6.2M
Gradient Investments LLC74,546
0.1% of portfolio›$6.2M
Independent Wealth Network Inc.74,470
1.6% of portfolio›$6.2M
Elevate Wealth Advisory, Inc73,846
3.2% of portfolio›$6.1M
Virtue Asset Management LLC73,836
4.2% of portfolio›$6.1M
Innovative Wealth Building LLC72,119
3.3% of portfolio›$6.0M
Andrews, Lucia Wealth Management LLC69,402
3.2% of portfolio›$5.8M
HFG Wealth Management, LLC68,794
5.7% of portfolio›$5.6M
Wealthcare Advisory Partners LLC68,060
0.1% of portfolio›$5.7M
Frankly Finances, LLC67,435
4.4% of portfolio›$5.6M
Madson Wealth Advisors Inc65,594
3.8% of portfolio›$5.4M
Factor Wealth Management LTD65,296
0.8% of portfolio›$5.4M
Vestia Personal Wealth Advisors64,377
2.0% of portfolio›$5.3M
Parsons Capital Management Inc64,370
0.2% of portfolio›$5.3M
Baker Tilly Wealth Management, LLC64,161
1.0% of portfolio›$5.3M
CPC Advisors, LLC62,875
0.7% of portfolio›$5.2M
Nemes Rush Group LLC62,829
0.4% of portfolio›$5.2M
Clark Asset Management, LLC60,726
0.4% of portfolio›$5.0M
Squire Investment Management Company, LLC59,521
1.2% of portfolio›$4.9M
CWA Asset Management Group, LLC58,627
0.1% of portfolio›$4.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management58,569
0.1% of portfolio›$4.9M
BIP Wealth, LLC57,453
0.1% of portfolio›$4.8M
Clarity Capital Advisors, LLC56,855
2.0% of portfolio›$4.7M
L.K. Benson & Company, P.C.54,729
1.3% of portfolio›$4.5M
Websterrogers Financial Advisors, LLC50,890
1.1% of portfolio›$4.2M
Lodestone Wealth Management LLC50,468
1.4% of portfolio›$4.2M
Sterling Wealth Management, Inc.50,407
1.1% of portfolio›$4.2M
Forteris Wealth Management Inc.50,309
3.5% of portfolio›$4.2M
Navigate Wealth Management, LLC48,817
2.5% of portfolio›$4.1M
Financial Council, LLC48,387
1.3% of portfolio›$4.0M
Acorn Wealth Advisors, LLC47,960
1.0% of portfolio›$4.0M
RAM Investment Partners, LLC47,481
0.6% of portfolio›$3.9M
FCG Investment Co47,215
1.3% of portfolio›$3.9M
Canvas Wealth Advisors, LLC47,165
0.5% of portfolio›$4.0M
Moisand Fitzgerald Tamayo, LLC47,111
0.4% of portfolio›$3.9M
HMV Wealth Advisors, LLC46,040
1.4% of portfolio›$3.8M
Pinnacle Wealth Planning Services, Inc.45,452
0.4% of portfolio›$3.8M
Central Trust Co43,737
0.1% of portfolio›$3.6M
21 West Wealth Management LLC42,780
3.1% of portfolio›$3.6M
Claro Advisors Inc.41,559
0.3% of portfolio›$3.5M
Retirement Planning Group, LLC41,453
0.1% of portfolio›$3.4M
Twin Cities Retirement Group LLC40,348
2.8% of portfolio›$3.4M
Kestra Private Wealth Services, LLC40,014
0.0% of portfolio›$3.3M
Brooklyn FI, LLC39,761
0.5% of portfolio›$3.3M
LAM Group, Inc.39,042
1.6% of portfolio›$3.2M
Donalies Financial Planning, LLC38,929
2.4% of portfolio›$3.2M
Autumn Glory Partners, LLC38,566
0.9% of portfolio›$3.2M
Maryland Capital Advisors Inc.37,731
1.0% of portfolio›$3.1M
Lido Advisors, LLC37,298
0.0% of portfolio›$3.1M
Kane Co Wealth Management, Inc.36,797
2.4% of portfolio›$3.1M
Physician Wealth Advisors, Inc.35,944
0.3% of portfolio›$3.0M
Diversified Portfolios, Inc.35,653
0.2% of portfolio›$3.0M
True Wealth Design, LLC35,244
0.7% of portfolio›$2.9M
ETF Portfolio Partners, Inc.34,999
0.7% of portfolio›$2.9M
Merited Wealth, LLC34,620
2.0% of portfolio›$2.9M
Shearwater Capital LLC34,549
1.4% of portfolio›$2.9M
Accurate Wealth Management, LLC34,487
0.3% of portfolio›$2.9M
Abacus Wealth Partners, LLC34,284
0.3% of portfolio›$2.8M
Sensible Money, LLC34,254
0.7% of portfolio›$2.8M
Amarillo National Bank34,028
0.5% of portfolio›$2.8M
US Bancorp \de\33,914
0.0% of portfolio›$2.8M
marrick wealth, LLC33,821
2.0% of portfolio›$2.8M
Cambridge Financial Group, LLC31,693
0.8% of portfolio›$2.6M
Ashton Thomas Private Wealth, LLC31,246
0.1% of portfolio›$2.6M
Old Peak Finance LLC31,108
1.2% of portfolio›$2.6M
Align Financial, LLC31,015
1.2% of portfolio›$2.6M
Walleye Partners, LLC30,777
2.9% of portfolio›$2.6M
SpringVest Wealth Management LLC30,176
1.5% of portfolio›$2.5M
Yoder Wealth Management, Inc.30,063
0.9% of portfolio›$2.5M
Life Planning Partners, Inc29,773
2.0% of portfolio›$2.5M
Washington Trust Advisors, Inc.29,733
0.2% of portfolio›$2.5M
Avestar Capital, LLC29,621
0.2% of portfolio›$2.5M
Citrine Capital LLC29,607
0.8% of portfolio›$2.5M
Aprio Wealth Management, LLC29,408
0.1% of portfolio›$2.4M
Winthrop Advisory Group LLC29,096
0.1% of portfolio›$2.4M
BCO Wealth Management LLC28,915
1.3% of portfolio›$2.4M
Syverson Strege & Co28,813
0.5% of portfolio›$2.4M
LifeSteps Financial, Inc.28,212
1.1% of portfolio›$2.3M
3 Factor Indexing, LLC27,926
1.9% of portfolio›$2.3M
Signaturefd, LLC27,694
0.0% of portfolio›$2.3M
Glass Jacobson Investment Advisors llc27,662
0.7% of portfolio›$2.3M
SJS Investment Consulting Inc.27,525
0.2% of portfolio›$2.3M
Dodds Wealth, LLC27,503
0.5% of portfolio›$2.3M
Yardley Wealth Management LLC27,092
1.0% of portfolio›$2.2M
Synergy Asset Management, LLC26,983
0.2% of portfolio›$2.2M
Allegiance Financial Group Advisory Services LLC26,780
0.4% of portfolio›$2.2M
United Advisor Group, LLC26,776
0.2% of portfolio›$2.2M
Lakeshore Financial Planning, Inc.26,350
0.7% of portfolio›$2.2M
Integrated Advisors Network LLC26,318
0.1% of portfolio›$2.2M
Biltmore Family Office, LLC25,915
0.3% of portfolio›$2.2M
Belleair Asset Management, LLC25,753
1.8% of portfolio›$2.1M
Copper Harbor Investment Advisors, LLC25,684
0.4% of portfolio›$2.1M
Nicholas Hoffman & Company, Llc.25,432
0.0% of portfolio›$2.1M
Parkside Financial Bank & Trust25,048
0.1% of portfolio›$2.1M
Verdence Capital Advisors LLC24,862
0.1% of portfolio›$2.1M
Western Reserve Capital Management, LLC24,819
1.5% of portfolio›$2.1M
TD Waterhouse Canada Inc.24,683
0.0% of portfolio›$2.1M
Parallel Advisors, LLC24,379
0.0% of portfolio›$2.0M
Samalin Investment Counsel, LLC24,206
0.6% of portfolio›$2.0M
Concurrent Investment Advisors, LLC24,103
0.0% of portfolio›$2.0M
Midwest Trust Co23,465
0.0% of portfolio›$1.9M
Bell Bank23,365
0.1% of portfolio›$1.9M
Smith Chas P & Associates PA Cpas23,221
0.1% of portfolio›$1.9M
Beacon Financial Strategies Corp22,239
0.9% of portfolio›$1.8M
Long Island Wealth Management, Inc.21,929
0.7% of portfolio›$1.8M
SwitchPoint Financial Planning, LLC21,451
1.0% of portfolio›$1.8M
Independent Financial Group, LLC21,446
0.0% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC21,413
0.0% of portfolio›$1.8M
Market Street Wealth Management Advisors LLC21,090
0.2% of portfolio›$1.8M
MBM Wealth Consultants, LLC20,831
0.3% of portfolio›$1.7M
Keybank National Association20,431
0.0% of portfolio›$1.7M
Mather Group, Llc.19,645
0.0% of portfolio›$1.6M
K2 Financial Inc.19,287
1.1% of portfolio›$1.6M
Apollon Financial, LLC18,918
0.2% of portfolio›$1.6M
Parkside Investments, LLC18,470
0.2% of portfolio›$1.5M
CRA Financial Services, LLC17,805
0.2% of portfolio›$1.5M
Professional Financial Advisors, LLC17,776
0.3% of portfolio›$1.5M
Valeo Financial Advisors, LLC17,682
0.0% of portfolio›$1.5M
First Financial Group Corp17,565
1.1% of portfolio›$1.5M
J.W. Cole Advisors, Inc.17,442
0.0% of portfolio›$1.4M
Cliftonlarsonallen Wealth Advisors, LLC17,250
0.0% of portfolio›$1.4M
D.A. Davidson & Co.17,162
0.0% of portfolio›$1.4M
Fifth Third Bancorp17,031
0.0% of portfolio›$1.4M
Thrivent Financial for Lutherans17,015
0.0% of portfolio›$1.4M
Aviance Capital Partners, LLC16,986
0.1% of portfolio›$1.4M
Prism Planning Partners LLC16,810
1.3% of portfolio›$1.4M
Archford Capital Strategies, LLC16,574
0.1% of portfolio›$1.4M
Harbor Asset Planning, Inc.16,431
1.0% of portfolio›$1.4M
Cypress Wealth Services, LLC16,317
0.2% of portfolio›$1.4M
NorthCrest Asset Manangement, LLC16,311
0.0% of portfolio›$1.4M
CPA Asset Management Group, LLC16,143
0.4% of portfolio›$1.3M
Triad Wealth Partners, LLC16,064
0.1% of portfolio›$1.3M
Avantax Planning Partners, Inc.15,830
0.0% of portfolio›$1.3M
Venture Visionary Partners LLC15,813
0.0% of portfolio›$1.3M
Perigon Wealth Management, LLC15,805
0.0% of portfolio›$1.3M
Simplicity Wealth,LLC15,594
0.0% of portfolio›$1.3M
Onyx Financial Advisors, LLC15,418
0.5% of portfolio›$1.3M
25 LLC14,996
0.3% of portfolio›$1.2M
Private Management Group Inc14,871
0.0% of portfolio›$1.2M
Clarity Wealth Development LLC14,855
0.7% of portfolio›$1.2M
Montz Harcus Wealth Management LLC14,485
0.4% of portfolio›$1.2M
Builder Investment Group Inc14,435
0.2% of portfolio›$1.2M
Cathy Pareto & Associates, Inc14,389
0.7% of portfolio›$1.2M
Avail Investment Partners, LLC14,369
0.9% of portfolio›$1.2M
Investment Research Partners LLC14,369
0.4% of portfolio›$1.2M
Mustard Seed Financial, LLC14,363
0.6% of portfolio›$1.2M
Everhart Financial Group, Inc.14,334
0.1% of portfolio›$1.2M
WestHill Financial Advisors, Inc.14,223
0.2% of portfolio›$1.2M
Beacon Financial Advisory LLC14,137
0.2% of portfolio›$1.2M
Summit Asset Management, LLC14,077
0.2% of portfolio›$1.2M
Financial Harvest, LLC13,993
0.5% of portfolio›$1.2M
Center for Financial Planning, Inc.13,901
0.1% of portfolio›$1.2M
PDS Planning, Inc13,738
0.1% of portfolio›$1.1M
Williams & Novak Wealth Management, LLC13,689
0.7% of portfolio›$1.1M
Milestone Asset Management Group, LLC13,268
0.5% of portfolio›$1.1M
SP Asset Management LLC13,215
0.1% of portfolio›$1.1M
Naples Global Advisors, LLC13,152
0.1% of portfolio›$1.1M
Bank of New York Mellon Corp12,926
0.0% of portfolio›$1.1M
IFG Advisors, LLC12,634
0.1% of portfolio›$1.0M
Wealthcare Capital Management LLC12,391
0.1% of portfolio›$1.0M
AdvisorNet Financial, Inc12,310
0.0% of portfolio›$1.0M
Facet Wealth, Inc.12,277
0.0% of portfolio›$1.0M
ProCore Advisors, LLC12,255
1.2% of portfolio›$1.0M
Montag A & Associates Inc12,139
0.0% of portfolio›$1.0M
Phillips Financial Management, LLC12,103
0.1% of portfolio›$1.0M
Shira Ridge Wealth Management12,060
0.3% of portfolio›$1.0M
Ascentis Independent Advisors11,976
0.1% of portfolio›$994.5K
Klingman & Associates, LLC11,724
0.0% of portfolio›$973.4K
Wealth Enhancement Trust Services, Inc.11,657
0.1% of portfolio›$967.9K
Family Investment Center, Inc.11,620
0.2% of portfolio›$964.8K
Trademark Financial Management, LLC11,500
0.4% of portfolio›$954.8K
SBK Financial, Inc.11,084
0.4% of portfolio›$920.3K
Soltis Investment Advisors LLC10,534
0.0% of portfolio›$874.6K
Sterling Financial Planning, Inc.10,507
0.2% of portfolio›$872.4K
waypoint wealth counsel10,394
0.5% of portfolio›$863.0K
Signal Advisors Wealth, LLC10,305
0.0% of portfolio›$855.6K
TruNorth Capital Management, LLC10,228
0.1% of portfolio›$849.2K
Bdfs Capital LLC10,221
0.4% of portfolio›$848.6K
Towneley Capital Management, Inc / de9,873
0.2% of portfolio›$819.8K
Avidian Wealth Enterprises, LLC9,803
0.0% of portfolio›$813.9K
Compass Ion Advisors, LLC9,630
0.1% of portfolio›$799.6K
Visionary Wealth Advisors9,616
0.0% of portfolio›$798.4K
Cross Staff Investments Inc9,576
0.5% of portfolio›$795.1K
Triumph Capital Management9,444
0.1% of portfolio›$784.1K
IFP Advisors, Inc9,416
0.0% of portfolio›$781.8K
Sincerus Advisory, LLC9,373
0.5% of portfolio›$778.2K
Csenge Advisory Group9,356
0.0% of portfolio›$776.8K
Park Avenue Securities LLC9,289
0.0% of portfolio›$771.0K
Intelligent Financial Strategies9,115
0.4% of portfolio›$756.8K
Davenport & Co LLC9,067
0.0% of portfolio›$752.9K
Cape Investment Advisory, Inc.8,971
0.2% of portfolio›$744.9K
Kelly Financial Group LLC8,960
0.2% of portfolio›$744.0K
R. W. Roge & Company, Inc.8,938
2.1% of portfolio›$742.0K
Ironwood Financial, llc8,898
0.1% of portfolio›$738.8K
Boyce & Associates Wealth Consulting, Inc.8,844
0.4% of portfolio›$734.3K
Quarry Hill Advisors, LLC8,751
0.3% of portfolio›$726.6K
My Personal CFO, LLC8,714
0.3% of portfolio›$723.5K
Rockwood Wealth Management, LLC8,659
0.0% of portfolio›$718.9K
First Bancorp, Inc8,600
0.3% of portfolio›$714.1K
Montis Financial, LLC8,556
0.1% of portfolio›$710.4K
Robinson Smith Wealth Advisors LLC8,310
0.4% of portfolio›$690.0K
Stewardship Advisors, LLC8,206
0.1% of portfolio›$681.3K
Madrona Financial Services, LLC8,077
0.1% of portfolio›$670.6K
Fonville Wealth Management LLC8,029
0.1% of portfolio›$666.6K
Avondale Wealth Management8,001
0.3% of portfolio›$664.3K
Compound Planning, Inc.7,975
0.0% of portfolio›$662.1K
StoneX Group Inc.7,819
0.0% of portfolio›$649.2K
Bokf, NA7,806
0.0% of portfolio›$648.1K
Waldron Private Wealth LLC7,791
0.0% of portfolio›$646.9K
Allied Investment Advisors, LLC7,752
0.1% of portfolio›$643.6K
Bryn Mawr Trust Advisors, LLC7,682
0.0% of portfolio›$637.8K
Burton Enright Welch7,534
0.1% of portfolio›$625.6K
Peavine Capital, LLC7,433
0.1% of portfolio›$617.2K
Westwood Wealth Management7,420
0.2% of portfolio›$616.1K
Integrity Alliance, Llc.7,361
0.0% of portfolio›$611.2K
Prudent Man Investment Management, Inc.7,266
0.2% of portfolio›$603.3K
Legacy Capital Wealth Partners, LLC7,247
0.1% of portfolio›$601.7K
Frank, Rimerman Advisors LLC7,190
0.0% of portfolio›$597.0K
Net Worth Advisory Group7,064
0.1% of portfolio›$588.2K
Cooke Wealth Management, LLC6,892
0.5% of portfolio›$572.2K
Evergreen Capital Management LLC6,872
0.0% of portfolio›$570.6K
New Dimensions Wealth Management, LLC6,860
0.4% of portfolio›$569.6K
MBE Wealth Management, LLC6,829
0.2% of portfolio›$567.0K
Badgley Phelps Wealth Managers, LLC6,812
0.0% of portfolio›$565.6K
Total Clarity Wealth Management, Inc.6,775
0.1% of portfolio›$562.6K
Aspect Partners, LLC6,730
0.2% of portfolio›$558.8K
Sharkey, Howes & Javer6,706
0.1% of portfolio›$556.8K
Financial Insights, Inc.6,631
0.1% of portfolio›$550.6K
Signature Resources Capital Management, LLC6,606
0.2% of portfolio›$548.5K
Flywheel Private Wealth LLC6,580
0.3% of portfolio›$546.3K
Foster Dykema Cabot & Partners, LLC6,523
0.0% of portfolio›$541.6K
Penobscot Wealth Management6,519
0.1% of portfolio›$541.3K
Brookstone Capital Management6,426
0.0% of portfolio›$533.6K
Accredited Investors Inc.6,388
0.0% of portfolio›$530.4K
Plante Moran Financial Advisors, LLC6,363
0.0% of portfolio›$528.4K
Acorn Financial Advisory Services Inc6,308
0.1% of portfolio›$523.8K
Grey Ledge Advisors, LLC6,153
0.1% of portfolio›$510.9K
Norden Group LLC6,140
0.0% of portfolio›$509.8K
Kohmann Bosshard Financial Services, LLC6,097
0.0% of portfolio›$506.2K
Five Oceans Advisors6,082
0.2% of portfolio›$505.0K
Washington Trust Bank6,013
0.0% of portfolio›$499.3K
Lee Financial Co5,969
0.1% of portfolio›$495.6K
Busey Bank5,939
0.0% of portfolio›$493.1K
Brady Martz Wealth Solutions, LLC5,929
0.1% of portfolio›$492.3K
Regions Financial Corp5,890
0.0% of portfolio›$489.0K
Orrstown Financial Services Inc5,881
0.1% of portfolio›$488.3K
Essential Investment Partners LLC5,843
0.3% of portfolio›$485.2K
Ridgewood Investments LLC5,819
0.2% of portfolio›$483.1K
Lionshead Wealth Management, LLC5,767
0.3% of portfolio›$478.8K
McCarley & Cook Financial Planners5,739
0.4% of portfolio›$476.5K
Alliance Wealth Management Group5,721
0.1% of portfolio›$475.0K
Towercrest Capital Management5,721
0.1% of portfolio›$475.0K
Sagespring Wealth Partners, LLC5,681
0.0% of portfolio›$471.7K
Ferguson Wellman Capital Management, Inc5,642
0.0% of portfolio›$468.5K
Baker Ellis Asset Management LLC5,587
0.1% of portfolio›$463.9K
Forvis Mazars Wealth Advisors, LLC5,538
0.0% of portfolio›$459.8K
Wealth Advisors Northwest LLC5,528
0.2% of portfolio›$459.0K
Rebalance, LLC5,521
0.0% of portfolio›$458.4K
Essential Planning, Llc.5,388
0.1% of portfolio›$447.4K
Gerber Kawasaki Wealth & Investment Management5,342
0.0% of portfolio›$443.6K
Jnba Financial Advisors5,224
0.0% of portfolio›$433.7K
Paladin Wealth, LLC5,194
0.2% of portfolio›$431.3K
Compton Wealth Advisory Group, LLC5,165
0.1% of portfolio›$430.0K
NTV Asset Management LLC5,115
0.0% of portfolio›$424.7K
Main Street Group, LTD5,094
0.1% of portfolio›$423.0K
Gradient Capital Advisors, LLC5,070
0.1% of portfolio›$421.0K
Verus Financial Partners, Inc.5,015
0.0% of portfolio›$416.4K
First National Trust Co5,000
0.0% of portfolio›$415.2K
Integrity Investment Advisors, LLC4,989
0.2% of portfolio›$414.2K
Daytona Street Capital LLC4,933
0.3% of portfolio›$416.3K
Porter White Investment Advisors, Inc.4,861
0.3% of portfolio›$403.6K
Porter White Investment Advisors, Inc.4,861
0.3% of portfolio›$403.6K
Creative Financial Designs Inc4,858
0.0% of portfolio›$403.4K
Global Wealth Strategies & Associates4,744
0.1% of portfolio›$393.9K
DSG Capital Advisors, LLC4,727
0.1% of portfolio›$392.5K
Cherry Tree Wealth Management, LLC4,690
0.1% of portfolio›$389.4K
Tanager Wealth Management LLP4,688
0.0% of portfolio›$389.3K
Versant Capital Management, Inc4,653
0.0% of portfolio›$386.3K
Weatherly Asset Management L. P.4,643
0.0% of portfolio›$385.5K
Reyes Financial Architecture, Inc.4,612
0.2% of portfolio›$382.9K
180 Wealth Advisors, LLC4,594
0.0% of portfolio›$381.4K
Wingate Wealth Advisors, Inc.4,579
0.2% of portfolio›$380.2K
Integrity Wealth Partners, LLC4,573
0.3% of portfolio›$379.7K
Caldwell Trust Co4,453
0.0% of portfolio›$369.7K
MBL Wealth, LLC4,436
0.0% of portfolio›$368.3K
Aerodigm Wealth, LLC4,386
0.1% of portfolio›$364.2K
Prospera Capital Management, LLC4,336
0.1% of portfolio›$360.0K
Wilmington Savings Fund Society, FSB4,291
0.0% of portfolio›$356.3K
Tableaux LLC4,289
0.1% of portfolio›$356.1K
Opulen Financial Group LLC4,261
0.2% of portfolio›$353.8K
Pacific Asset Management, LLC4,216
0.2% of portfolio›$350.1K
Clifford Swan Investment Counsel LLC4,142
0.0% of portfolio›$343.9K
Bryant Woods Investment Advisors, LLC4,137
0.1% of portfolio›$343.5K
Capstone Capital LLC4,133
0.2% of portfolio›$343.2K
Stirlingshire Investments, Inc.4,126
0.2% of portfolio›$342.6K
Allstreet Capital Advisors LLC4,115
0.2% of portfolio›$341.6K
Krilogy Financial LLC4,099
0.0% of portfolio›$347.1K
Corundum Group, Inc.4,054
0.1% of portfolio›$336.6K
Redwood Park Advisors LLC3,991
0.2% of portfolio›$331.4K
Capital Square, LLC3,972
0.1% of portfolio›$329.8K
Northern Financial Advisors Inc3,936
0.2% of portfolio›$326.8K
Ballast Financial Advisors LLC3,924
0.3% of portfolio›$325.8K
Elevation Wealth Partners, LLC3,865
0.1% of portfolio›$320.9K
Advisor OS, LLC3,839
0.0% of portfolio›$318.7K
Angeles Wealth Management, LLC3,829
0.0% of portfolio›$317.9K
HWG Holdings LP3,819
0.1% of portfolio›$317.1K
True North Advisors, LLC3,777
0.0% of portfolio›$313.6K
Robinswood Financial LLC3,754
0.1% of portfolio›$313.0K
Atria Investments, Inc3,697
0.0% of portfolio›$307.0K
Sageworth Trust Co of South Dakota3,650
0.2% of portfolio›$303.1K
Grandfield & Dodd, LLC3,599
0.0% of portfolio›$298.9K
McGlone Suttner Wealth Management, Inc.3,502
0.0% of portfolio›$290.8K
Client 1ST Advisory Group, LLC3,476
0.1% of portfolio›$288.6K
Olistico Wealth, LLC3,451
0.1% of portfolio›$286.5K
One Day In July LLC3,390
0.0% of portfolio›$281.5K
Rossby Financial, LCC3,347
0.0% of portfolio›$277.9K
Aspirean Wealth, LLC3,285
0.2% of portfolio›$272.8K
Sage Rhino Capital LLC3,227
0.0% of portfolio›$267.9K
Oppenheimer & Co Inc3,176
0.0% of portfolio›$263.7K
Matauro, LLC3,117
0.0% of portfolio›$258.8K
Bull Oak Capital, LLC3,079
0.1% of portfolio›$255.6K
Jm2 Capital Inc.3,022
0.2% of portfolio›$250.9K
Trust Point Inc.2,990
0.0% of portfolio›$248.3K
Brindle & Bay Financial Advisors, LLC2,984
0.1% of portfolio›$247.8K
E6 Portfolios, LLC2,983
0.2% of portfolio›$247.7K
AlphaStar Capital Management, LLC2,971
0.0% of portfolio›$246.7K
AlphaCore Capital LLC2,943
0.0% of portfolio›$244.4K
Accel Wealth Management2,939
0.1% of portfolio›$244.0K
MLG Wealth Management DBA Pine Grove Financial Group2,929
0.0% of portfolio›$243.2K
NBT Bank, N.A.2,908
0.0% of portfolio›$241.5K
City State Bank2,883
0.1% of portfolio›$239.4K
Cutler Investment Counsel LLC2,871
0.0% of portfolio›$238.4K
BNC Wealth Management, LLC2,865
0.1% of portfolio›$237.9K
Morton Capital Management LLC2,848
0.0% of portfolio›$236.5K
Aspiriant, LLC2,797
0.0% of portfolio›$232.2K
PKS Advisory Services, LLC2,791
0.0% of portfolio›$228.7K
Winnacle Wealth LLC2,779
0.2% of portfolio›$230.8K
Bailard, Inc.2,716
0.0% of portfolio›$225.5K
First National Bank Sioux Falls2,713
0.1% of portfolio›$204.8K
CWC Advisors, Llc.2,693
0.1% of portfolio›$223.6K
Perennial Advisors, LLC2,678
0.0% of portfolio›$222.4K
Advisors Management Group Inc2,668
0.1% of portfolio›$221.0K
Private Trust Co NA2,645
0.0% of portfolio›$219.6K
Strategy Asset Managers LLC2,631
0.0% of portfolio›$218.5K
Spinnaker Investment Group, LLC2,627
0.0% of portfolio›$218.1K
First Security Investment Management, Inc.2,620
0.2% of portfolio›$217.5K
Hutchens & Kramer Investment Management Group, LLC2,615
0.1% of portfolio›$217.1K
Lantern Wealth Advisors, LLC2,592
0.1% of portfolio›$215.2K
DeLarme Wealth Management, Inc.2,576
0.1% of portfolio›$213.9K
First Heartland Consultants, Inc.2,538
0.0% of portfolio›$210.7K
Emprise Bank2,509
0.1% of portfolio›$208.3K
Focused Wealth Management, Inc2,507
0.0% of portfolio›$208.1K
West Wealth Group, LLC2,507
0.0% of portfolio›$208.1K
High Probability Advisors, LLC2,501
0.0% of portfolio›$207.6K
Highland Capital Management, LLC2,500
0.0% of portfolio›$207.6K
Prosperity Advisers, LLC2,474
0.1% of portfolio›$205.5K
Acropolis Investment Management, LLC2,450
0.0% of portfolio›$203.4K
Lynch & Associates2,440
0.0% of portfolio›$202.6K
Centurion Wealth Management LLC2,436
0.0% of portfolio›$202.3K
Fiduciary Advisors, Inc.2,159
0.1% of portfolio›$179.3K
Hilltop National Bank2,154
0.0% of portfolio›$178.8K
Oakworth Capital, Inc.2,078
0.0% of portfolio›$172.5K
Atmos Advisory, LLC1,857
0.1% of portfolio›$154.2K
Abound Wealth Management1,730
0.0% of portfolio›$143.6K
Farmers & Merchants Investments Inc1,720
0.0% of portfolio›$142.8K
SYM Financial Corp1,625
0.0% of portfolio›$134.9K
Dhjj Financial Advisors, Ltd.1,590
0.0% of portfolio›$132.0K
Kings Path Partners LLC1,556
0.0% of portfolio›$129.2K
Marshall & Sterling Wealth Advisors Inc.1,535
0.1% of portfolio›$127.4K
S.A. Mason LLC1,491
0.0% of portfolio›$123.8K
TFC Financial Management, Inc.1,321
0.0% of portfolio›$109.7K
DecisionPoint Financial, LLC1,238
0.0% of portfolio›$103.1K
Trust Co1,182
0.0% of portfolio›$98.1K
Gleason Group, Inc.834
0.0% of portfolio›$69.3K
Birchwood Financial Partners, Inc.755
0.0% of portfolio›$62.7K
Flagship Wealth Advisors, LLC739
0.0% of portfolio›$61.4K
Fairscale Capital, LLC725
0.0% of portfolio›$59.8K
Capital Investment Advisory Services, LLC549
0.0% of portfolio›$45.6K
Barrett & Company, Inc.536
0.0% of portfolio›$44.5K
Transce3nd, LLC467
0.0% of portfolio›$39.3K
Citigroup Inc416
0.0% of portfolio›$34.5K
NorthAvenue LLC409
0.0% of portfolio›$34.0K
Evolution Wealth Management Inc.336
0.0% of portfolio›$27.9K
Trust Co of Vermont227
0.0% of portfolio›$18.8K
Navigoe, LLC227
0.0% of portfolio›$18
Buck Wealth Strategies, LLC189
0.0% of portfolio›$15.7K
RHL Group, LLC106
0.0% of portfolio›$8.8K
Bfsg, LLC65
0.0% of portfolio›$5.4K
BankChampaign, National Association38
0.0% of portfolio›$3.2K
New England Capital Financial Advisors LLC34
0.0% of portfolio›$2.8K
Global Trust Asset Management, LLC20
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Maseco LLP
7,138,795$592.9M16.2%ETFVery LowLondon, United Kingdom2026-10-27
Root Financial Partners, LLC
5,533,635$459.5M15.4%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
5,318,761$441.6M3.7%IndexLowNew York, NY2026-10-29
Index Fund Advisors, Inc.
5,022,692$417.0M17.6%ETFVery LowIrvine, CA2026-11-05
SAX Wealth Advisors, LLC
4,731,975$392.9M11.2%ETFVery LowParsippany, NJ2026-10-13
Plancorp, LLC
4,371,622$360.4M8.2%ETFLowSaint Louis, MO2026-11-03
TCI Wealth Advisors, Inc.
4,110,854$341.3M13.7%ETFLowTucson, AZ2026-10-30
Creative Planning
3,355,976$278.6M0.2%IndexVery LowOverland Park, KS2026-11-02
Great Waters Wealth Management
3,114,270$258.6M23.3%ETFVery LowShoreview, MN2026-10-07
G2 Capital Management, LLC / OH
2,407,093$199.9M45.3%ETFVery LowColumbus, OH2026-10-23
Apella Capital, LLC
2,155,906$182.5M2.3%ETFVery LowWest Hartford, CT2026-10-08
Flagstone Financial Management
1,586,605$131.7M28.9%ETFVery LowLincoln, NE2026-11-05
JFS Wealth Advisors, LLC
1,322,771$109.8M5.5%ETFVery LowHermitage, PA2026-11-03
Intelligence Driven Advisers, LLC
1,293,755$107.4M18.5%ETFLowCarlsbad, CA2026-10-09
Colony Family Offices, LLC
1,224,151$101.6M23.2%ETFVery LowCharlotte, NC2026-10-22
DiNuzzo Private Wealth, Inc.
1,174,418$97.5M9.7%ETFLowBeaver, PA2026-10-16
Modera Wealth Management, LLC
1,152,937$95.7M1.0%ETFVery LowWestwood, NJ2026-10-28
Chicago Partners Investment Group LLC
1,147,085$94.9M1.7%GARPLowChicago, IL2026-10-27
Forum Financial Management, LP
1,128,313$93.7M1.2%ETFLowLombard, IL2026-10-16
Wealth Enhancement Advisory Services, LLC
1,119,789$93.0M0.1%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
1,068,576$88.7M0.1%ETFLowWaltham, MA2026-11-02
Penney Financial, LLC
957,113$79.5M23.5%ETFMediumHouston, TX2026-10-20
Austin Asset Management Co Inc
943,709$78.4M10.5%ETFVery LowAustin, TX2026-10-29
Choreo, LLC
938,634$77.9M0.8%IndexLowRockford, IL2026-10-28
Foster Group, Inc.
932,666$77.4M2.1%ETFVery LowUrbandale, IA2026-10-13
Foundry Financial LLC
930,126$77.2M24.0%ETFMediumPasadena, CA2026-10-16
Evanson Financial, LLC
929,815$77.2M3.8%ETFN/AMclean, VA2026-10-23
Elser Financial Planning, Inc
916,566$76.1M3.3%GARPLowIndianapolis, IN2026-10-16
Quadcap Wealth Management, LLC
902,861$75.0M7.1%ETFLowFrisco, TX2026-11-02
Wealth Management Nebraska
898,692$74.6M6.5%ETFLowNorfolk, NE2026-10-26
Willow Creek Wealth Management Inc.
890,197$73.9M4.9%ETFVery LowSebastopol, CA2026-10-26
Olio Financial Planning
889,894$73.9M18.4%ETFVery LowMclean, VA2026-10-22
Aspen Wealth Management LLC
889,269$73.8M11.8%ETFLowFort Worth, TX2026-10-14
Kestra Advisory Services, LLC
853,683$70.9M0.2%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
808,133$67.1M0.5%IndexLowSan Francisco, CA2026-10-08
1900 Wealth Management LLC
773,389$64.2M3.5%ETFLowSan Antonio, TX2026-10-13
RS Crum Inc.
763,575$63.4M11.9%ETFVery LowNewport Beach, CA2026-10-19
Leading Edge Financial Planning LLC
741,761$61.6M12.8%ETFLowKnoxville, TN2026-10-23
Hurlow Wealth Management Group, Inc.
718,718$59.7M12.4%ETFVery LowBloomington, IN2026-10-29
Crusonia Wealth Advisors LLC
707,556$58.7M8.8%ETFVery LowDenver, CO2026-10-26
Truist Financial Corp
692,859$57.5M0.1%CoreLowCharlotte, NC2026-10-30
RIA Advisory Group LLC
681,413$56.6M16.0%ETFHighSioux Falls, SD2026-10-15
Crown Wealth Group, LLC
666,922$55.4M13.7%ETFMediumCharlotte, NC2026-10-19
CWS Financial Advisors, LLC
653,506$54.3M11.9%ETFVery LowKalamazoo, MI2026-10-16
Bernardo Wealth Planning LLC
641,138$53.2M4.5%ETFVery LowHarleysville, PA2026-10-23
Dynamic Advisor Solutions LLC
570,211$47.3M1.3%ETFLowPhoenix, AZ2026-10-13
Disciplined Equity Management, Inc.
559,941$46.5M20.5%ETFVery LowNeptune Beach, FL2026-10-14
Three Arch Wealth Management LLC
558,477$46.4M7.4%ETFVery LowIrvine, CA2026-10-20
Greenspring Advisors, LLC
505,832$42.0M1.9%ETFVery LowTowson, MD2026-11-05
Heritage Investment Group, Inc.
501,747$41.7M5.7%ETFVery LowPompano Beach, FL2026-11-03
Owl Creek Wealth Partners LLC
499,432$41.5M11.7%IndexLowGreenwood Village, CO2026-10-20
TCP Asset Management, LLC
490,717$41.2M4.7%ETFLowUpper Arlington, OH2026-10-14
Guardian Wealth Management, LLC
473,366$39.3M11.1%ETFVery LowChattanooga, TN2026-10-14
SC&H Financial Advisors, Inc.
469,767$39.0M5.4%ETFVery LowHunt Valley, MD2026-10-14
Assetmark, Inc
455,798$37.8M0.1%ETFLowConcord, CA2026-10-21
ARK & TLK Investments, LLC
448,596$37.2M8.9%ETFLowOklahoma City, OK2026-10-20
Dixon Fnancial Services, Inc.
424,365$35.2M14.1%ETFVery LowLafayette, CA2026-10-23
Retirement Solution LLC
414,579$34.4M7.6%ETFMediumRedmond, WA2026-10-27
Investmark Advisory Group LLC
381,295$31.7M10.3%ETFVery LowShelton, CT2026-10-27
Timonier Family Office, Ltd.
380,040$31.6M11.0%ETFVery LowWinston Salem, NC2026-11-03
Mission Wealth Management, LP
368,485$30.6M0.5%ETFLowSanta Barbara, CA2026-10-15
Royal Harbor Partners, LLC
362,716$30.1M9.2%ETFMediumHouston, TX2026-10-29
Asset Dedication, LLC
360,859$30.0M1.9%ETFLowSan Francisco, CA2026-11-03
Allodium Investment Consultants, LLC
340,943$28.3M11.6%ETFVery LowMinneapolis, MN2026-10-14
Meritas Wealth Management, LLC
338,591$28.1M10.1%ETFVery LowSan Rafael, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
338,501$28.1M0.2%ETFLowFairfield, IA2026-11-02
Babb Wealth Advisors LLC
327,587$27.2M12.7%ETFVery LowFlagstaff, AZ2026-10-30
McMill Wealth Management
312,754$26.0M5.9%Deep ValueHighNorfolk, NE2026-11-05
Cypress Point Wealth Management, LLC
306,486$25.4M2.7%ETFLowDallas, TX2026-11-03
American Capital Advisory, LLC
302,505$25.1M8.6%ETFLowKetchum, ID2026-10-28
Trinity Financial Advisors LLC
301,875$25.1M6.5%ETFLowColumbus, OH2026-10-09
Pillar Financial Advisors, LLC
290,970$24.2M13.2%ETFVery LowLouisville, KY2026-10-21
Indivisible Partners
285,313$23.7M1.1%GrowthMediumClearwater, FL2026-10-26
GEM Asset Management, LLC
282,539$23.5M9.3%ETFLowPlymouth, MI2026-10-13
Mendota Financial Group, LLC
273,353$22.7M14.1%ETFLowMadison, WI2026-10-07
Legacy Financial Group, Inc.
266,076$22.1M5.0%ETFLowTulsa, OK2026-10-21
Spire Wealth Management
250,110$20.8M0.6%GrowthMediumMclean, VA2026-10-30
Security Financial Services, Inc.
246,405$20.5M2.7%ETFMediumFort Wayne, IN2026-10-29
Tassel Capital Management, Inc.
237,973$19.8M9.8%ETFLowMatthews, NC2026-10-20
PFG Advisors
237,910$19.8M1.0%ETFMediumPhoenix, AZ2026-10-16
Certified Advisory Corp
232,853$19.3M1.6%ETFLowAltamonte Springs, FL2026-10-29
Capstone Wealth Management, LLC
231,248$19.2M8.9%ETFLowTuscaloosa, AL2026-11-02
KPP Advisory Services LLC
225,611$18.7M3.2%GrowthMediumLouisville, KY2026-10-26
Axxcess Wealth Management, LLC
219,832$18.3M0.7%CoreLowCarlsbad, CA2026-10-21
Larson Financial Group LLC
212,565$17.6M0.4%GrowthLowSt Louis, MO2026-11-05
HB Wealth Management, LLC
199,797$16.6M0.1%IndexVery LowAtlanta, GA2026-10-23
Apollon Wealth Management, LLC
199,382$16.6M0.2%GrowthLowMount Pleasant, SC2026-10-23
Kraft, Davis & Associates, LLC
191,215$16.0M3.4%ETFMediumSt. Louis, MO2026-10-21
Kestra Investment Management, LLC
187,879$15.6M0.3%ETFMediumAustin, TX2026-11-04
Northwest Wealth Management, LLC
180,490$15.0M1.9%ETFLowSpencer, IA2026-10-30
Private Wealth Management Group, LLC
172,105$14.3M3.2%ETFLowPrinceton, NJ2026-10-19
Sutton Place Investors LLC
169,122$14.0M6.6%ETFLowArmonk, NY2026-10-20
BostonPremier Wealth LLC
163,043$13.5M5.5%ETFVery LowHanover, MA2026-10-16
AWM Capital, LLC
162,376$13.5M0.9%ETFLowPhoenix, AZ2026-10-16
Physician Wealth Solutions Inc.
157,689$13.1M5.2%ETFLowNorth Las Vegas, NV2026-10-14
Warwick Investment Management, Inc.
154,627$12.8M1.5%ETFLowBryan, TX2026-10-19
Herold Advisors, Inc.
154,403$12.8M2.5%CoreLowNew York, NY2026-10-19
Wealth Advisory Team LLC
153,738$12.8M10.5%ETFN/ABellevue, KY2026-11-05
Vermillion Wealth Management, Inc.
153,196$12.7M14.6%ValueLowRosemount, MN2026-10-26
CGN Advisors LLC
152,641$12.7M1.0%ETFLowManhattan, KS2026-10-21
Cedar Point Capital Partners, LLC
150,943$12.5M7.2%ETFMediumCedar Rapids, IA2026-10-29
Hughes Financial Services, LLC
147,418$12.4M1.6%ETFLowHerndon, VA2026-10-30
CFS Investment Advisory Services, LLC
147,404$12.5M0.8%ETFMediumTotowa, NJ2026-10-19
RF&L Wealth Management, LLC
144,723$12.0M8.1%ETFVery LowActon, MA2026-10-20
Embree Financial Group
143,357$11.9M1.2%ETFLowChicago, IL2026-10-22
Fund Evaluation Group, LLC
143,183$11.9M0.3%ETFLowCincinnati, OH2026-11-05
Greenwood Capital Associates LLC
142,761$11.9M1.2%CoreMediumGreenwood, SC2026-10-27
Sowell Financial Services LLC
140,311$11.7M0.4%CoreLowNorth Little Rock, AR2026-10-23
XY Planning Network, Inc.
136,487$11.3M1.2%ETFLowBozeman, MT2026-10-14
LVZ, Inc.
132,208$11.0M1.1%ETFLowHolland, MI2026-10-20
Concord Wealth Partners
128,160$10.6M1.2%GrowthLowAbingdon, VA2026-11-02
Bayshore Asset Management, LLC
122,922$10.4M3.7%ETFVery LowCoral Gables, FL2026-11-03
Burk Holdings LLC
121,536$10.1M3.5%ETFVery LowTulsa, OK2026-11-05
Richard Young Associates, Ltd.
118,599$9.8M6.4%ETFVery LowAugusta, GA2026-11-03
DWR Wealth Management, LLC
115,052$9.6M6.6%ETFLowSan Jose, CA2026-10-13
Quantum Financial Advisors, LLC
113,173$9.4M0.9%ETFLowSanta Monica, CA2026-11-03
Lauterbach Financial Advisors, LLC
113,092$9.4M4.0%ETFVery LowEl Paso, TX2026-10-21
Altiora Financial Group, LLC
111,515$9.3M1.5%ETFLowLebanon, OH2026-11-04
JDH Wealth Management, LLC
110,635$9.2M5.6%ETFVery LowSanta Rosa, CA2026-10-20
Kondo Wealth Advisors, Inc.
105,950$8.8M2.9%ETFVery LowPasadena, CA2026-10-19
SeaBridge Investment Advisors LLC
102,871$8.5M1.2%GrowthMediumSummit, NJ2026-11-02
Robertson Stephens Wealth Management, LLC
101,369$8.4M0.2%ETFMediumSan Francisco, CA2026-10-16
Semitam Bonam LLC
101,069$8.4M5.8%ETFVery LowGoshen, NY2026-10-27
Ridgeline Wealth, LLC
98,416$8.3M4.7%ETFVery LowMesa, AZ2026-10-14
EnRich Financial Partners LLC
95,815$8.0M1.9%ETFVery LowMadison, WI2026-10-21
Diversify Advisory Services, LLC
93,265$7.8M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
93,265$7.8M0.1%GrowthMediumSandy, UT2026-10-20
EverSource Wealth Advisors, LLC
93,260$7.7M0.2%CoreMediumBirmingham, AL2026-11-04
Arista Wealth Management, LLC
91,956$7.6M0.8%ETFMediumLas Vegas, NV2026-10-29
Gemmer Asset Management LLC
88,535$7.4M0.5%ETFLowWalnut Creek, CA2026-10-16
Aurelius Family Office LLC
87,472$7.3M2.9%ETFVery LowBedford, NH2026-10-23
RFG Advisory, LLC
85,898$7.1M0.1%ETFMediumBirmingham, AL2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
84,459$7.0M0.3%ETFMediumWestlake, OH2026-10-14
Heck Capital Advisors, LLC
81,820$6.8M0.4%ETFMediumRhinelander, WI2026-10-14
Symmetry Partners, LLC
79,122$6.6M0.3%ETFLowGlastonbury, CT2026-10-27
CLG LLC
78,292$6.5M1.4%ETFMediumLong Beach, CA2026-10-13
DBK Financial Counsel, LLC
78,105$6.5M5.2%ETFVery LowCuyahoga Falls, OH2026-10-13
Nova R Wealth, Inc.
74,858$6.2M1.8%ETFLowOverland Park, KS2026-10-26
Avant Financial Advisors LLC
74,590$6.2M3.8%ETFVery LowAustin, TX2026-11-02
Gradient Investments LLC
74,546$6.2M0.1%CoreMediumArden Hills, MN2026-10-08
Independent Wealth Network Inc.
74,470$6.2M1.6%ETFMediumUrbandale, IA2026-10-19
Elevate Wealth Advisory, Inc
73,846$6.1M3.2%ETFVery LowAthens, GA2026-10-29
Virtue Asset Management LLC
73,836$6.1M4.2%CoreLowBarrington, IL2026-10-21
Innovative Wealth Building LLC
72,119$6.0M3.3%ETFVery LowCalifornia, MD2026-10-14
Andrews, Lucia Wealth Management LLC
69,402$5.8M3.2%ETFVery LowDanville, CA2026-11-02
HFG Wealth Management, LLC
68,794$5.6M5.7%ETFLowThe Woodlands, TX2026-10-16
Wealthcare Advisory Partners LLC
68,060$5.7M0.1%ETFLowWest Chester, PA2026-10-21
Frankly Finances, LLC
67,435$5.6M4.4%ETFVery LowWinter Park, FL2026-10-28
Madson Wealth Advisors Inc
65,594$5.4M3.8%ETFLowSanta Rosa, CA2026-10-13
Factor Wealth Management LTD
65,296$5.4M0.8%ETFLowChicago, IL2026-10-08
Vestia Personal Wealth Advisors
64,377$5.3M2.0%ETFMediumFort Wayne, IN2026-10-20
Parsons Capital Management Inc
64,370$5.3M0.2%CoreLowProvidence, RI2026-10-28
Baker Tilly Wealth Management, LLC
64,161$5.3M1.0%GrowthLowMadison, WI2026-10-05
CPC Advisors, LLC
62,875$5.2M0.7%ETFMediumAtlanta, GA2026-10-21
Nemes Rush Group LLC
62,829$5.2M0.4%CoreVery LowNovi, MI2026-11-04
Clark Asset Management, LLC
60,726$5.0M0.4%ETFVery LowStratham, NH2026-10-19
Squire Investment Management Company, LLC
59,521$4.9M1.2%ETFVery LowOrem, UT2026-11-03
CWA Asset Management Group, LLC
58,627$4.9M0.1%CoreMediumNaples, FL2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
58,569$4.9M0.1%GrowthVery LowSeattle, WA2026-10-27
BIP Wealth, LLC
57,453$4.8M0.1%ETFMediumAtlanta, GA2026-10-22
Clarity Capital Advisors, LLC
56,855$4.7M2.0%ETFVery LowLakewood Ranch, FL2026-10-27
L.K. Benson & Company, P.C.
54,729$4.5M1.3%YieldVery LowTimonium, MD2026-10-23
Websterrogers Financial Advisors, LLC
50,890$4.2M1.1%ETFVery LowFlorence, SC2026-11-02
Lodestone Wealth Management LLC
50,468$4.2M1.4%CoreLowSpokane, WA2026-10-14
Sterling Wealth Management, Inc.
50,407$4.2M1.1%ETFLowChampaign, IL2026-10-23
Forteris Wealth Management Inc.
50,309$4.2M3.5%ETFVery LowArmonk, NY2026-10-13
Navigate Wealth Management, LLC
48,817$4.1M2.5%ETFLowBirmingham, AL2026-10-14
Financial Council, LLC
48,387$4.0M1.3%ETFVery LowTowson, MD2026-11-02
Acorn Wealth Advisors, LLC
47,960$4.0M1.0%ETFLowGrand Blanc, MI2026-10-19
RAM Investment Partners, LLC
47,481$3.9M0.6%ETFLowBellevue, WA2026-10-21
FCG Investment Co
47,215$3.9M1.3%GrowthHighGermantown, TN2026-10-13
Canvas Wealth Advisors, LLC
47,165$4.0M0.5%GrowthLowShawnee, KS2026-11-02
Moisand Fitzgerald Tamayo, LLC
47,111$3.9M0.4%ETFVery LowOrlando, FL2026-10-15
HMV Wealth Advisors, LLC
46,040$3.8M1.4%ETFVery LowShreveport, LA2026-10-27
Pinnacle Wealth Planning Services, Inc.
45,452$3.8M0.4%GARPLowMansfield, OH2026-10-27
Central Trust Co
43,737$3.6M0.1%CoreLowJefferson City, MO2026-11-05
21 West Wealth Management LLC
42,780$3.6M3.1%ETFLowTustin, CA2026-10-13
Claro Advisors Inc.
41,559$3.5M0.3%CoreLowBoston, MA2026-11-02
Retirement Planning Group, LLC
41,453$3.4M0.1%ETFVery LowLeawood, KS2026-10-19
Twin Cities Retirement Group LLC
40,348$3.4M2.8%ETFVery LowPlymouth, MN2026-10-16
Kestra Private Wealth Services, LLC
40,014$3.3M0.0%GrowthLowAustin, TX2026-10-30
Brooklyn FI, LLC
39,761$3.3M0.5%ETFVery LowNew York, NY2026-11-05
LAM Group, Inc.
39,042$3.2M1.6%ETFVery LowLake Oswego, OR2026-10-26
Donalies Financial Planning, LLC
38,929$3.2M2.4%ETFVery LowWashington, DC2026-10-19
Autumn Glory Partners, LLC
38,566$3.2M0.9%CoreMediumDallas, TX2026-10-26
Maryland Capital Advisors Inc.
37,731$3.1M1.0%ETFVery LowChester, MD2026-10-15
Lido Advisors, LLC
37,298$3.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Kane Co Wealth Management, Inc.
36,797$3.1M2.4%ETFVery LowJohnston, IA2026-11-04
Physician Wealth Advisors, Inc.
35,944$3.0M0.3%ETFMediumMidvale, UT2026-10-20
Diversified Portfolios, Inc.
35,653$3.0M0.2%ETFLowBloomfield Hills, MI2026-11-04
True Wealth Design, LLC
35,244$2.9M0.7%ETFMediumAkron, OH2026-10-13
ETF Portfolio Partners, Inc.
34,999$2.9M0.7%ETFVery LowLeawood, KS2026-10-22
Merited Wealth, LLC
34,620$2.9M2.0%ETFMediumNorth Bay Village, FL2026-10-13
Shearwater Capital LLC
34,549$2.9M1.4%ETFVery LowDenver, CO2026-10-13
Accurate Wealth Management, LLC
34,487$2.9M0.3%CoreMediumWesley Chapel, FL2026-10-20
Abacus Wealth Partners, LLC
34,284$2.8M0.3%ETFLowSanta Monica, CA2026-11-03
Sensible Money, LLC
34,254$2.8M0.7%ETFVery LowScottsdale, AZ2026-10-20
Amarillo National Bank
34,028$2.8M0.5%ETFVery LowAmarillo, TX2026-10-23
US Bancorp \de\
33,914$2.8M0.0%IndexLowMinneapolis, MN2026-11-05
marrick wealth, LLC
33,821$2.8M2.0%ETFVery LowIrvine, CA2026-10-20
Cambridge Financial Group, LLC
31,693$2.6M0.8%ETFLowTucson, AZ2026-10-06
Ashton Thomas Private Wealth, LLC
31,246$2.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Old Peak Finance LLC
31,108$2.6M1.2%ETFVery LowChapel Hill, NC2026-11-02
Align Financial, LLC
31,015$2.6M1.2%ETFVery LowHermantown, MN2026-10-16
Walleye Partners, LLC
30,777$2.6M2.9%ValueLowMadison, WI2026-10-13
SpringVest Wealth Management LLC
30,176$2.5M1.5%ETFLowDallas, TX2026-10-27
Yoder Wealth Management, Inc.
30,063$2.5M0.9%ETFLowWalnut Creek, CA2026-10-13
Life Planning Partners, Inc
29,773$2.5M2.0%ETFVery LowJacksonville, FL2026-10-28
Washington Trust Advisors, Inc.
29,733$2.5M0.2%GrowthLowWellesley, MA2026-10-22
Avestar Capital, LLC
29,621$2.5M0.2%GrowthLowNew York, NY2026-10-28
Citrine Capital LLC
29,607$2.5M0.8%ETFVery LowSan Francisco, CA2026-10-14
Aprio Wealth Management, LLC
29,408$2.4M0.1%ETFMediumAtlanta, GA2026-10-28
Winthrop Advisory Group LLC
29,096$2.4M0.1%ETFVery LowBoston, MA2026-10-22
BCO Wealth Management LLC
28,915$2.4M1.3%ETFLowCarlsbad, NM2026-10-14
Syverson Strege & Co
28,813$2.4M0.5%ETFVery LowWest Des Moines, IA2026-11-02
LifeSteps Financial, Inc.
28,212$2.3M1.1%ETFLowClaremont, CA2026-10-15
3 Factor Indexing, LLC
27,926$2.3M1.9%ETFLowSacramento, CA2026-10-15
Signaturefd, LLC
27,694$2.3M0.0%IndexLowAtlanta, GA2026-10-23
Glass Jacobson Investment Advisors llc
27,662$2.3M0.7%ETFLowOwings Mills, MD2026-10-26
SJS Investment Consulting Inc.
27,525$2.3M0.2%ETFVery LowSylvania, OH2026-10-26
Dodds Wealth, LLC
27,503$2.3M0.5%ETFVery LowGreenwood Village, CO2026-11-02
Yardley Wealth Management LLC
27,092$2.2M1.0%ETFVery LowYardley, PA2026-10-23
Synergy Asset Management, LLC
26,983$2.2M0.2%GrowthHighVancouver, WA2026-11-05
Allegiance Financial Group Advisory Services LLC
26,780$2.2M0.4%ETFLowVienna, VA2026-11-02
United Advisor Group, LLC
26,776$2.2M0.2%ETFLowCincinnati, OH2026-11-03
Lakeshore Financial Planning, Inc.
26,350$2.2M0.7%ETFLowSt. Clair Shores, MI2026-10-13
Integrated Advisors Network LLC
26,318$2.2M0.1%GrowthMediumDallas, TX2026-10-20
Biltmore Family Office, LLC
25,915$2.2M0.3%GrowthLowCharlotte, NC2026-11-03
Belleair Asset Management, LLC
25,753$2.1M1.8%ETFVery LowBelleair Bluffs, FL2026-11-03
Copper Harbor Investment Advisors, LLC
25,684$2.1M0.4%ETFN/AAppleton, WI2026-10-16
Nicholas Hoffman & Company, Llc.
25,432$2.1M0.0%ETFVery LowAtlanta, GA2026-10-30
Parkside Financial Bank & Trust
25,048$2.1M0.1%CoreVery LowSaint Louis, MO2026-10-27
Verdence Capital Advisors LLC
24,862$2.1M0.1%CoreMediumHunt Valley, MD2026-10-26
Western Reserve Capital Management, LLC
24,819$2.1M1.5%ETFLowHudson, OH2026-10-14
TD Waterhouse Canada Inc.
24,683$2.1M0.0%CoreLowToronto, Australia2026-10-16
Parallel Advisors, LLC
24,379$2.0M0.0%IndexLowSan Francisco, CA2026-11-03
Samalin Investment Counsel, LLC
24,206$2.0M0.6%YieldMediumChappaqua, NY2026-10-23
Concurrent Investment Advisors, LLC
24,103$2.0M0.0%GrowthMediumTampa, FL2026-10-16
Midwest Trust Co
23,465$1.9M0.0%CoreLowOverland Park, KS2026-10-22
Bell Bank
23,365$1.9M0.1%ETFLowFargo, ND2026-10-21
Smith Chas P & Associates PA Cpas
23,221$1.9M0.1%CoreVery LowLakeland, FL2026-10-22
Beacon Financial Strategies Corp
22,239$1.8M0.9%ETFVery LowRaleigh, NC2026-10-14
Long Island Wealth Management, Inc.
21,929$1.8M0.7%ETFLowMelville, NY2026-10-20
SwitchPoint Financial Planning, LLC
21,451$1.8M1.0%ETFVery LowLehi, UT2026-11-02
Independent Financial Group, LLC
21,446$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Prime Capital Investment Advisors, LLC
21,413$1.8M0.0%ETFLowOverland Park, KS2026-10-20
Market Street Wealth Management Advisors LLC
21,090$1.8M0.2%ETFMediumIndianapolis, IN2026-10-09
MBM Wealth Consultants, LLC
20,831$1.7M0.3%ETFVery LowChesterfield, MO2026-10-20
Keybank National Association
20,431$1.7M0.0%CoreLowBrooklyn, OH2026-11-04
Mather Group, Llc.
19,645$1.6M0.0%ETFMediumChicago, IL2026-10-14
K2 Financial Inc.
19,287$1.6M1.1%ETFLowGlendora, CA2026-10-26
Apollon Financial, LLC
18,918$1.6M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Parkside Investments, LLC
18,470$1.5M0.2%ETFLowDeerfield, IL2026-10-20
CRA Financial Services, LLC
17,805$1.5M0.2%ETFVery LowNorthfield, NJ2026-10-16
Professional Financial Advisors, LLC
17,776$1.5M0.3%ETFMediumNorth Platte, NE2026-10-13
Valeo Financial Advisors, LLC
17,682$1.5M0.0%ETFLowCarmel, IN2026-10-08
First Financial Group Corp
17,565$1.5M1.1%ETFLowRaleigh, NC2026-10-22
J.W. Cole Advisors, Inc.
17,442$1.4M0.0%IndexLowTampa, FL2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
17,250$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
D.A. Davidson & Co.
17,162$1.4M0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Bancorp
17,031$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
17,015$1.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Aviance Capital Partners, LLC
16,986$1.4M0.1%CoreLowNaples, FL2026-10-29
Prism Planning Partners LLC
16,810$1.4M1.3%ETFVery LowLibertyville, IL2026-10-27
Archford Capital Strategies, LLC
16,574$1.4M0.1%GrowthMediumSwansea, IL2026-10-19
Harbor Asset Planning, Inc.
16,431$1.4M1.0%ETFVery LowBelmont, MA2026-10-23
Cypress Wealth Services, LLC
16,317$1.4M0.2%ETFLowPalm Desert, CA2026-10-21
NorthCrest Asset Manangement, LLC
16,311$1.4M0.0%GrowthLowPlymouth, MN2026-10-13
CPA Asset Management Group, LLC
16,143$1.3M0.4%ETFMediumWest Palm Beach, FL2026-10-26
Triad Wealth Partners, LLC
16,064$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Avantax Planning Partners, Inc.
15,830$1.3M0.0%ETFLowDubuque, IA2026-11-03
Venture Visionary Partners LLC
15,813$1.3M0.0%CoreLowSylvania, OH2026-10-07
Perigon Wealth Management, LLC
15,805$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Simplicity Wealth,LLC
15,594$1.3M0.0%ETFLowSummit, NJ2026-10-23
Onyx Financial Advisors, LLC
15,418$1.3M0.5%ETFVery LowIdaho Falls, ID2026-10-21
25 LLC
14,996$1.2M0.3%ETFLowSt. Louis, MO2026-10-13
Private Management Group Inc
14,871$1.2M0.0%YieldLowIrvine, CA2026-11-04
Clarity Wealth Development LLC
14,855$1.2M0.7%ETFLowCorvallis, OR2026-10-22
Montz Harcus Wealth Management LLC
14,485$1.2M0.4%ETFVery LowNew Orleans, LA2026-10-09
Builder Investment Group Inc
14,435$1.2M0.2%GrowthVery LowAtlanta, GA2026-10-22
Cathy Pareto & Associates, Inc
14,389$1.2M0.7%ETFLowCoral Gables, FL2026-10-15
Avail Investment Partners, LLC
14,369$1.2M0.9%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
14,369$1.2M0.4%CoreLowLemont, PA2026-10-19
Mustard Seed Financial, LLC
14,363$1.2M0.6%ETFLowMagnolia, AR2026-10-30
Everhart Financial Group, Inc.
14,334$1.2M0.1%ETFLowDublin, OH2026-10-08
WestHill Financial Advisors, Inc.
14,223$1.2M0.2%ETFVery LowSan Rafael, CA2026-10-14
Beacon Financial Advisory LLC
14,137$1.2M0.2%ETFLowCleveland, OH2026-10-16
Summit Asset Management, LLC
14,077$1.2M0.2%ETFLowMemphis, TN2026-11-05
Financial Harvest, LLC
13,993$1.2M0.5%ETFVery LowWinter Park, FL2026-10-15
Center for Financial Planning, Inc.
13,901$1.2M0.1%ETFLowSouthfied, MI2026-10-26
PDS Planning, Inc
13,738$1.1M0.1%IndexVery LowDublin, OH2026-11-03
Williams & Novak Wealth Management, LLC
13,689$1.1M0.7%ETFMediumWestlake Village, CA2026-10-09
Milestone Asset Management Group, LLC
13,268$1.1M0.5%ETFVery LowAvon, CT2026-10-20
SP Asset Management LLC
13,215$1.1M0.1%CoreVery LowCupertino, CA2026-11-05
Naples Global Advisors, LLC
13,152$1.1M0.1%CoreVery LowNaples, FL2026-11-05
Bank of New York Mellon Corp
12,926$1.1M0.0%CoreLowNew York, NY2026-11-05
IFG Advisors, LLC
12,634$1.0M0.1%ETFVery LowSt. Louis, MO2026-10-15
Wealthcare Capital Management LLC
12,391$1.0M0.1%ETFVery LowRichmond, VA2026-10-21
AdvisorNet Financial, Inc
12,310$1.0M0.0%ETFLowMinnetonka, MN2026-10-15
Facet Wealth, Inc.
12,277$1.0M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
ProCore Advisors, LLC
12,255$1.0M1.2%GARPLowNewport Beach, CA2026-10-14
Montag A & Associates Inc
12,139$1.0M0.0%CoreLowAtlanta, GA2026-10-29
Phillips Financial Management, LLC
12,103$1.0M0.1%ETFVery LowFort Wayne, IN2026-10-19
Shira Ridge Wealth Management
12,060$1.0M0.3%ETFLowLarkspur, CA2026-10-09
Ascentis Independent Advisors
11,976$994.5K0.1%ETFLowDallas, TX2026-11-03
Klingman & Associates, LLC
11,724$973.4K0.0%ETFVery LowNew York, NY2026-10-20
Wealth Enhancement Trust Services, Inc.
11,657$967.9K0.1%GrowthMediumSioux Falls, SD2026-10-07
Family Investment Center, Inc.
11,620$964.8K0.2%ETFMediumSaint Joseph, MO2026-10-19
Trademark Financial Management, LLC
11,500$954.8K0.4%ETFMediumBloomington, MN2026-10-23
SBK Financial, Inc.
11,084$920.3K0.4%N/AN/ARichmond, VA2026-11-02
Soltis Investment Advisors LLC
10,534$874.6K0.0%CoreMediumSt. George, UT2026-10-28
Sterling Financial Planning, Inc.
10,507$872.4K0.2%ETFVery LowSparta, NJ2026-10-28
waypoint wealth counsel
10,394$863.0K0.5%CoreLowAtlanta, GA2026-10-22
Signal Advisors Wealth, LLC
10,305$855.6K0.0%ETFLowDetroit, MI2026-10-13
TruNorth Capital Management, LLC
10,228$849.2K0.1%ETFLowKalamazoo, MI2026-10-14
Bdfs Capital LLC
10,221$848.6K0.4%ETFLowRehoboth Beach, DE2026-10-14
Towneley Capital Management, Inc / de
9,873$819.8K0.2%ETFVery LowLaguna Hills, CA2026-10-09
Avidian Wealth Enterprises, LLC
9,803$813.9K0.0%ETFLowHouston, TX2026-10-08
Compass Ion Advisors, LLC
9,630$799.6K0.1%ETFVery LowConshohocken, PA2026-10-23
Visionary Wealth Advisors
9,616$798.4K0.0%ETFLowO'Fallon, IL2026-11-04
Cross Staff Investments Inc
9,576$795.1K0.5%CoreVery LowPittsford, NY2026-10-22
Triumph Capital Management
9,444$784.1K0.1%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
9,416$781.8K0.0%GrowthLowTampa, FL2026-10-16
Sincerus Advisory, LLC
9,373$778.2K0.5%ETFVery LowNew York, NY2026-10-09
Csenge Advisory Group
9,356$776.8K0.0%ETFMediumClearwater, FL2026-11-04
Park Avenue Securities LLC
9,289$771.0K0.0%ETFMediumNew York, NY2026-10-26
Intelligent Financial Strategies
9,115$756.8K0.4%ETFVery LowExcelsior, MN2026-10-16
Davenport & Co LLC
9,067$752.9K0.0%CoreMediumRichmond, VA2026-10-14
Cape Investment Advisory, Inc.
8,971$744.9K0.2%ETFLowMcdonough, GA2026-10-13
Kelly Financial Group LLC
8,960$744.0K0.2%ETFLowWethersfield, CT2026-10-16
R. W. Roge & Company, Inc.
8,938$742.0K2.1%ETFVery LowBohemia, NY2026-11-04
Ironwood Financial, llc
8,898$738.8K0.1%ETFLowTucson, AZ2026-10-20
Boyce & Associates Wealth Consulting, Inc.
8,844$734.3K0.4%ETFMediumCedar Park, TX2026-10-14
Quarry Hill Advisors, LLC
8,751$726.6K0.3%ETFVery LowSt Paul, MN2026-11-04
My Personal CFO, LLC
8,714$723.5K0.3%ETFHighVancouver, WA2026-10-14
Rockwood Wealth Management, LLC
8,659$718.9K0.0%ETFVery LowNew Hope, PA2026-10-27
First Bancorp, Inc
8,600$714.1K0.3%ValueVery LowDamariscotta, ME2026-10-26
Montis Financial, LLC
8,556$710.4K0.1%ETFLowWaltham, MA2026-11-04
Robinson Smith Wealth Advisors LLC
8,310$690.0K0.4%ETFLowSouth Portland, ME2026-10-22
Stewardship Advisors, LLC
8,206$681.3K0.1%ETFMediumMount Joy, PA2026-10-20
Madrona Financial Services, LLC
8,077$670.6K0.1%ETFLowEverett, WA2026-10-23
Fonville Wealth Management LLC
8,029$666.6K0.1%ETFVery LowRichmond, VA2026-10-28
Avondale Wealth Management
8,001$664.3K0.3%ETFLowWest Lake Hills, TX2026-10-15
Compound Planning, Inc.
7,975$662.1K0.0%CoreLowNew York, NY2026-11-05
StoneX Group Inc.
7,819$649.2K0.0%ETFMediumNew York, NY2026-11-03
Bokf, NA
7,806$648.1K0.0%CoreLowTulsa, OK2026-10-27
Waldron Private Wealth LLC
7,791$646.9K0.0%ETFVery LowBridgeville, PA2026-11-02
Allied Investment Advisors, LLC
7,752$643.6K0.1%ValueLowBillings, MT2026-10-13
Bryn Mawr Trust Advisors, LLC
7,682$637.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Burton Enright Welch
7,534$625.6K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Peavine Capital, LLC
7,433$617.2K0.1%ETFMediumReno, NV2026-10-13
Westwood Wealth Management
7,420$616.1K0.2%Agg GrowthHighLos Angeles, CA2026-10-29
Integrity Alliance, Llc.
7,361$611.2K0.0%ETFMediumUrbandale, IA2026-10-29
Prudent Man Investment Management, Inc.
7,266$603.3K0.2%ETFVery LowLouisville, CO2026-11-03
Legacy Capital Wealth Partners, LLC
7,247$601.7K0.1%CoreMediumLittle Rock, AR2026-10-21
Frank, Rimerman Advisors LLC
7,190$597.0K0.0%GrowthLowPalo Alto, CA2026-10-16
Net Worth Advisory Group
7,064$588.2K0.1%GARPMediumSandy, UT2026-10-20
Cooke Wealth Management, LLC
6,892$572.2K0.5%ETFVery LowIrvine, CA2026-10-13
Evergreen Capital Management LLC
6,872$570.6K0.0%GARPMediumBellevue, WA2026-10-23
New Dimensions Wealth Management, LLC
6,860$569.6K0.4%ETFVery LowAllen, TX2026-11-02
MBE Wealth Management, LLC
6,829$567.0K0.2%ETFVery LowTomah, WI2026-10-26
Badgley Phelps Wealth Managers, LLC
6,812$565.6K0.0%GrowthVery LowSeattle, WA2026-10-22
Total Clarity Wealth Management, Inc.
6,775$562.6K0.1%ETFMediumSt. Charles, IL2026-10-26
Aspect Partners, LLC
6,730$558.8K0.2%ETFMediumFairfax, VA2026-10-20
Sharkey, Howes & Javer
6,706$556.8K0.1%ETFMediumDenver, CO2026-10-22
Financial Insights, Inc.
6,631$550.6K0.1%ETFLowTacoma, WA2026-10-27
Signature Resources Capital Management, LLC
6,606$548.5K0.2%ETFLowNewport Beach, CA2026-10-16
Flywheel Private Wealth LLC
6,580$546.3K0.3%ETFVery LowLos Altos, CA2026-11-02
Foster Dykema Cabot & Partners, LLC
6,523$541.6K0.0%GrowthLowWaltham, MA2026-10-30
Penobscot Wealth Management
6,519$541.3K0.1%ETFVery LowPortland, ME2026-10-21
Brookstone Capital Management
6,426$533.6K0.0%ETFMediumWheaton, IL2026-10-22
Accredited Investors Inc.
6,388$530.4K0.0%ETFLowEdina, MN2026-11-03
Plante Moran Financial Advisors, LLC
6,363$528.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Acorn Financial Advisory Services Inc
6,308$523.8K0.1%ETFMediumReston, VA2026-11-02
Grey Ledge Advisors, LLC
6,153$510.9K0.1%CoreLowGuilford, CT2026-11-02
Norden Group LLC
6,140$509.8K0.0%GrowthMediumProvo, UT2026-10-20
Kohmann Bosshard Financial Services, LLC
6,097$506.2K0.0%ETFLowFairlawn, OH2026-11-04
Five Oceans Advisors
6,082$505.0K0.2%ETFVery LowCarlsbad, CA2026-10-22
Washington Trust Bank
6,013$499.3K0.0%CoreLowSpokane, WA2026-11-03
Lee Financial Co
5,969$495.6K0.1%ETFVery LowDallas, TX2026-10-16
Busey Bank
5,939$493.1K0.0%GrowthVery LowUrbana, IL2026-10-26
Brady Martz Wealth Solutions, LLC
5,929$492.3K0.1%ETFLowGrand Forks, ND2026-11-05
Regions Financial Corp
5,890$489.0K0.0%CoreLowBirmingham, AL2026-11-05
Orrstown Financial Services Inc
5,881$488.3K0.1%ETFLowHarrisburg, PA2026-10-14
Essential Investment Partners LLC
5,843$485.2K0.3%GrowthLowEnglewood, CO2026-10-27
Ridgewood Investments LLC
5,819$483.1K0.2%ValueMediumSpringfield, NJ2026-10-05
Lionshead Wealth Management, LLC
5,767$478.8K0.3%ETFLowNew York, NY2026-10-21
McCarley & Cook Financial Planners
5,739$476.5K0.4%ETFLowCincinnati, OH2026-10-21
Alliance Wealth Management Group
5,721$475.0K0.1%ETFLowFlemington, NJ2026-10-29
Towercrest Capital Management
5,721$475.0K0.1%ETFVery LowNewtown, PA2026-10-23
Sagespring Wealth Partners, LLC
5,681$471.7K0.0%ETFLowFranklin, TN2026-10-22
Ferguson Wellman Capital Management, Inc
5,642$468.5K0.0%CoreLowPortland, OR2026-10-05
Baker Ellis Asset Management LLC
5,587$463.9K0.1%GARPVery LowVancouver, WA2026-10-14
Forvis Mazars Wealth Advisors, LLC
5,538$459.8K0.0%ETFVery LowSpringfield, MO2026-10-13
Wealth Advisors Northwest LLC
5,528$459.0K0.2%ETFLowPortland, OR2026-10-29
Rebalance, LLC
5,521$458.4K0.0%ETFVery LowPalo Alto, CA2026-10-22
Essential Planning, Llc.
5,388$447.4K0.1%ETFLowPortsmouth, NH2026-10-21
Gerber Kawasaki Wealth & Investment Management
5,342$443.6K0.0%ETFLowSanta Monica, CA2026-10-29
Jnba Financial Advisors
5,224$433.7K0.0%ETFMediumBloomington, MN2026-11-03
Paladin Wealth, LLC
5,194$431.3K0.2%CoreLowArden Hills, MN2026-10-23
Compton Wealth Advisory Group, LLC
5,165$430.0K0.1%ETFVery LowVirginia Beach, VA2026-10-13
NTV Asset Management LLC
5,115$424.7K0.0%GrowthLowCharleston, WV2026-10-23
Main Street Group, LTD
5,094$423.0K0.1%ETFMediumGlen Allen, VA2026-10-28
Gradient Capital Advisors, LLC
5,070$421.0K0.1%ETFLowSan Diego, CA2026-10-21
Verus Financial Partners, Inc.
5,015$416.4K0.0%ETFVery LowRichmond, VA2026-10-29
First National Trust Co
5,000$415.2K0.0%GrowthLowJohnstown, PA2026-10-28
Integrity Investment Advisors, LLC
4,989$414.2K0.2%ETFMediumFort Collins, CO2026-11-03
Daytona Street Capital LLC
4,933$416.3K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Porter White Investment Advisors, Inc.
4,861$403.6K0.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
4,861$403.6K0.3%ETFVery LowBirmingham, AL2026-10-14
Creative Financial Designs Inc
4,858$403.4K0.0%ETFMediumKokomo, IN2026-11-04
Global Wealth Strategies & Associates
4,744$393.9K0.1%ETFLowDenver, CO2026-10-02
DSG Capital Advisors, LLC
4,727$392.5K0.1%GrowthLowEdina, MN2026-11-05
Cherry Tree Wealth Management, LLC
4,690$389.4K0.1%ETFVery LowMinnetonka, MN2026-10-15
Tanager Wealth Management LLP
4,688$389.3K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Versant Capital Management, Inc
4,653$386.3K0.0%GARPLowPhoenix, AZ2026-10-02
Weatherly Asset Management L. P.
4,643$385.5K0.0%GrowthVery LowDel Mar, CA2026-10-20
Reyes Financial Architecture, Inc.
4,612$382.9K0.2%ETFVery HighSan Diego, CA2026-10-22
180 Wealth Advisors, LLC
4,594$381.4K0.0%CoreLowFederal Way, WA2026-11-03
Wingate Wealth Advisors, Inc.
4,579$380.2K0.2%ETFVery LowLexington, MA2026-10-26
Integrity Wealth Partners, LLC
4,573$379.7K0.3%ETFN/AWalnut Creek, CA2026-10-14
Caldwell Trust Co
4,453$369.7K0.0%GrowthLowVenice, FL2026-10-30
MBL Wealth, LLC
4,436$368.3K0.0%ETFLowCharlotte, NC2026-10-22
Aerodigm Wealth, LLC
4,386$364.2K0.1%ETFLowLake Oswego, OR2026-10-16
Prospera Capital Management, LLC
4,336$360.0K0.1%ETFVery LowGilbert, AZ2026-10-19
Wilmington Savings Fund Society, FSB
4,291$356.3K0.0%CoreLowWilmington, DE2026-10-23
Tableaux LLC
4,289$356.1K0.1%ETFLowStockbridge, MA2026-10-23
Opulen Financial Group LLC
4,261$353.8K0.2%ETFVery LowArlington, VA2026-10-22
Pacific Asset Management, LLC
4,216$350.1K0.2%ETFVery LowGig Harbor, WA2026-10-15
Clifford Swan Investment Counsel LLC
4,142$343.9K0.0%CoreVery LowPasadena, CA2026-11-05
Bryant Woods Investment Advisors, LLC
4,137$343.5K0.1%ETFLowGetzville, NY2026-10-26
Capstone Capital LLC
4,133$343.2K0.2%ETFVery LowHenderson, NV2026-10-14
Stirlingshire Investments, Inc.
4,126$342.6K0.2%ETFMediumNew York, NY2026-11-05
Allstreet Capital Advisors LLC
4,115$341.6K0.2%ETFVery LowLos Angeles, CA2026-11-04
Krilogy Financial LLC
4,099$347.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Corundum Group, Inc.
4,054$336.6K0.1%CoreLowColorado Springs, CO2026-10-28
Redwood Park Advisors LLC
3,991$331.4K0.2%ETFVery LowRedwood City, CA2026-11-02
Capital Square, LLC
3,972$329.8K0.1%YieldMediumAthens, TN2026-10-19
Northern Financial Advisors Inc
3,936$326.8K0.2%CoreLowBloomfield Hills, MI2026-10-29
Ballast Financial Advisors LLC
3,924$325.8K0.3%ETFVery LowWest Chester, PA2026-10-26
Elevation Wealth Partners, LLC
3,865$320.9K0.1%ETFLowWalnut Creek, CA2026-10-07
Advisor OS, LLC
3,839$318.7K0.0%ETFMediumChicago, IL2026-11-03
Angeles Wealth Management, LLC
3,829$317.9K0.0%ETFLowSanta Monica, CA2026-10-26
HWG Holdings LP
3,819$317.1K0.1%GrowthHighHouston, TX2026-10-08
True North Advisors, LLC
3,777$313.6K0.0%CoreMediumDallas, TX2026-10-22
Robinswood Financial LLC
3,754$313.0K0.1%ETFVery LowKirkland, WA2026-10-20
Atria Investments, Inc
3,697$307.0K0.0%CoreMediumCharlotte, NC2026-10-15
Sageworth Trust Co of South Dakota
3,650$303.1K0.2%ETFLowSioux Falls, SD2026-10-30
Grandfield & Dodd, LLC
3,599$298.9K0.0%CoreVery LowNew York, NY2026-10-29
McGlone Suttner Wealth Management, Inc.
3,502$290.8K0.0%ETFVery LowAppleton, WI2026-10-13
Client 1ST Advisory Group, LLC
3,476$288.6K0.1%ETFVery LowDunedin, FL2026-10-19
Olistico Wealth, LLC
3,451$286.5K0.1%GrowthVery LowTulsa, OK2026-10-05
One Day In July LLC
3,390$281.5K0.0%ETFVery LowBurlington, VT2026-10-30
Rossby Financial, LCC
3,347$277.9K0.0%ETFMediumMelbourne, FL2026-11-05
Aspirean Wealth, LLC
3,285$272.8K0.2%ETFN/AMill Valley, CA2026-11-03
Sage Rhino Capital LLC
3,227$267.9K0.0%ETFLowMenlo Park, CA2026-10-28
Oppenheimer & Co Inc
3,176$263.7K0.0%CoreLowNew York, NY2026-10-26
Matauro, LLC
3,117$258.8K0.0%ETFLowNew York, NY2026-11-03
Bull Oak Capital, LLC
3,079$255.6K0.1%ETFVery LowRancho Santa Fe, CA2026-10-23
Jm2 Capital Inc.
3,022$250.9K0.2%GrowthVery LowEdmond, OK2026-10-14
Trust Point Inc.
2,990$248.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Brindle & Bay Financial Advisors, LLC
2,984$247.8K0.1%ETFMediumFrisco, TX2026-10-15
E6 Portfolios, LLC
2,983$247.7K0.2%ETFLowMidvale, UT2026-10-26
AlphaStar Capital Management, LLC
2,971$246.7K0.0%ETFMediumCornelius, NC2026-10-16
AlphaCore Capital LLC
2,943$244.4K0.0%ETFLowLa Jolla, CA2026-11-04
Accel Wealth Management
2,939$244.0K0.1%ETFLowWaverly, IA2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
2,929$243.2K0.0%ETFMediumWoodbury, MN2026-10-13
NBT Bank, N.A.
2,908$241.5K0.0%CoreLowNorwich, NY2026-10-21
City State Bank
2,883$239.4K0.1%GrowthVery LowNorwalk, IA2026-10-20
Cutler Investment Counsel LLC
2,871$238.4K0.0%CoreLowJacksonville, OR2026-10-28
BNC Wealth Management, LLC
2,865$237.9K0.1%GrowthHighBeaverton, OR2026-10-19
Morton Capital Management LLC
2,848$236.5K0.0%ETFVery LowCalabasas, CA2026-10-23
Aspiriant, LLC
2,797$232.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
PKS Advisory Services, LLC
2,791$228.7K0.0%ETFMediumAlbany, NY2026-10-26
Winnacle Wealth LLC
2,779$230.8K0.2%CoreMediumWaco, TX2026-10-15
Bailard, Inc.
2,716$225.5K0.0%GrowthMediumFoster City, CA2026-10-13
First National Bank Sioux Falls
2,713$204.8K0.1%ETFVery LowSioux Falls, SD2026-10-13
CWC Advisors, Llc.
2,693$223.6K0.1%GARPLowLake Oswego, OR2026-10-15
Perennial Advisors, LLC
2,678$222.4K0.0%CoreLowNew York, NY2026-10-13
Advisors Management Group Inc
2,668$221.0K0.1%CoreLowLa Crosse, WI2026-11-05
Private Trust Co NA
2,645$219.6K0.0%CoreLowCleveland, OH2026-10-20
Strategy Asset Managers LLC
2,631$218.5K0.0%CoreLowPasadena, CA2026-10-14
Spinnaker Investment Group, LLC
2,627$218.1K0.0%ETFLowNewport Beach, CA2026-10-13
First Security Investment Management, Inc.
2,620$217.5K0.2%ETFVery LowLittle Rock, AR2026-11-05
Hutchens & Kramer Investment Management Group, LLC
2,615$217.1K0.1%ETFLowIndianapolis, IN2026-10-16
Lantern Wealth Advisors, LLC
2,592$215.2K0.1%GrowthLowMelville, NY2026-10-22
DeLarme Wealth Management, Inc.
2,576$213.9K0.1%ETFVery LowPalos Verdes Estates, CA2026-10-30
First Heartland Consultants, Inc.
2,538$210.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Emprise Bank
2,509$208.3K0.1%ETFVery LowWichita, KS2026-10-07
Focused Wealth Management, Inc
2,507$208.1K0.0%ETFLowNewburgh, NY2026-10-30
West Wealth Group, LLC
2,507$208.1K0.0%ETFMediumIrvine, CA2026-10-14
High Probability Advisors, LLC
2,501$207.6K0.0%ETFVery LowPittsford, NY2026-10-19
Highland Capital Management, LLC
2,500$207.6K0.0%GrowthMediumMemphis, TN2026-10-26
Prosperity Advisers, LLC
2,474$205.5K0.1%ETFVery LowHorsham, PA2026-10-28
Acropolis Investment Management, LLC
2,450$203.4K0.0%ETFLowSt. Louis, MO2026-10-08
Lynch & Associates
2,440$202.6K0.0%CoreVery LowEvansville, IN2026-10-13
Centurion Wealth Management LLC
2,436$202.3K0.0%ETFMediumMclean, VA2026-10-13
Fiduciary Advisors, Inc.
2,159$179.3K0.1%ETFLowSt. Louis, MO2026-10-16
Hilltop National Bank
2,154$178.8K0.0%CoreLowCasper, WY2026-10-14
Oakworth Capital, Inc.
2,078$172.5K0.0%ETFLowBirmingham, AL2026-10-26
Atmos Advisory, LLC
1,857$154.2K0.1%ETFVery LowPittsburgh, PA2026-10-06
Abound Wealth Management
1,730$143.6K0.0%ETFVery LowFranklin, TN2026-10-26
Farmers & Merchants Investments Inc
1,720$142.8K0.0%CoreVery LowLincoln, NE2026-10-22
SYM Financial Corp
1,625$134.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Dhjj Financial Advisors, Ltd.
1,590$132.0K0.0%ETFVery LowNaperville, IL2026-10-23
Kings Path Partners LLC
1,556$129.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Marshall & Sterling Wealth Advisors Inc.
1,535$127.4K0.1%ETFMediumPoughkeepsie, NY2026-10-28
S.A. Mason LLC
1,491$123.8K0.0%GrowthVery LowHolland, MI2026-10-13
TFC Financial Management, Inc.
1,321$109.7K0.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
1,238$103.1K0.0%ETFVery LowMesa, AZ2026-10-27
Trust Co
1,182$98.1K0.0%ETFVery LowManhattan, KS2026-10-09
Gleason Group, Inc.
834$69.3K0.0%ETFVery LowProspect, KY2026-10-15
Birchwood Financial Partners, Inc.
755$62.7K0.0%ETFVery LowBloomington, MN2026-11-02
Flagship Wealth Advisors, LLC
739$61.4K0.0%ETFLowWakefield, MA2026-11-03
Fairscale Capital, LLC
725$59.8K0.0%GrowthVery LowNashua, NH2026-11-04
Capital Investment Advisory Services, LLC
549$45.6K0.0%CoreMediumRaleigh, NC2026-10-30
Barrett & Company, Inc.
536$44.5K0.0%ETFLowProvidence, RI2026-10-22
Transce3nd, LLC
467$39.3K0.0%GrowthLowBuda, TX2026-10-26
Citigroup Inc
416$34.5K0.0%CoreMediumNew York, NY2026-11-04
NorthAvenue LLC
409$34.0K0.0%ETFVery LowColumbus, OH2026-10-29
Evolution Wealth Management Inc.
336$27.9K0.0%ETFMediumFort Myers, FL2026-10-28
Trust Co of Vermont
227$18.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Navigoe, LLC
227$180.0%ETFVery LowRedondo Beach, CA2026-11-04
Buck Wealth Strategies, LLC
189$15.7K0.0%ValueMediumDenver, CO2026-10-28
RHL Group, LLC
106$8.8K0.0%ETFVery HighHolly, MI2026-11-04
Bfsg, LLC
65$5.4K0.0%CoreLowIrvine, CA2026-10-30
BankChampaign, National Association
38$3.2K0.0%GrowthMediumChampaign, IL2026-10-19
New England Capital Financial Advisors LLC
34$2.8K0.0%ETFLowMeriden, CT2026-11-03
Global Trust Asset Management, LLC
20$1.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19