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Dimensional US Small Cap ETF (DFAS)

CUSIP: 25434V500 | NYSE | 1322 institutional holders

Quarters

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

Creative Planning29,397,609
1.3% of portfolio›$2.3B
Index Fund Advisors, Inc.5,889,143
19.3% of portfolio›$455.9M
TCI Wealth Advisors, Inc.2,879,970
9.0% of portfolio›$223.0M
Vise Technologies, Inc.2,611,205
1.7% of portfolio›$202.2M
Midwest Trust Co1,322,423
1.1% of portfolio›$102.4M
Savant Capital, LLC1,292,033
0.3% of portfolio›$100.0M
Great Waters Wealth Management1,227,703
8.5% of portfolio›$95.0M
Plancorp, LLC1,218,831
2.2% of portfolio›$97.0M
Evanson Financial, LLC1,187,962
4.5% of portfolio›$92.0M
Davenport & Co LLC1,103,239
0.4% of portfolio›$85.4M
Washington Trust Bank1,101,962
5.9% of portfolio›$85.3M
Moisand Fitzgerald Tamayo, LLC994,747
7.7% of portfolio›$77.0M
Sageworth Trust Co941,200
2.7% of portfolio›$72.9M
LPL Financial LLC891,996
0.0% of portfolio›$69.1M
Bernicke Wealth Management, Ltd.844,434
7.4% of portfolio›$65.4M
Wealth Management Nebraska831,838
5.6% of portfolio›$64.4M
Stordahl Capital Management, Inc.727,248
10.4% of portfolio›$56.3M
DiNuzzo Private Wealth, Inc.717,924
5.5% of portfolio›$55.6M
MassMutual Private Wealth & Trust, FSB699,167
1.4% of portfolio›$54.1M
Chicago Partners Investment Group LLC689,807
1.0% of portfolio›$54.2M
Commonwealth Equity Services, LLC669,940
0.1% of portfolio›$51.9M
SAX Wealth Advisors, LLC637,117
1.4% of portfolio›$49.3M
Three Arch Wealth Management LLC603,328
7.4% of portfolio›$46.7M
Thrivent Financial for Lutherans566,193
0.1% of portfolio›$44.1M
Truist Financial Corp563,327
0.1% of portfolio›$43.6M
Dixon Fnancial Services, Inc.547,046
17.0% of portfolio›$42.4M
Elser Financial Planning, Inc535,310
1.8% of portfolio›$41.4M
Kwmg, LLC534,904
3.0% of portfolio›$41.4M
Modera Wealth Management, LLC534,074
0.4% of portfolio›$41.3M
Hurlow Wealth Management Group, Inc.521,737
8.4% of portfolio›$40.4M
Richard Young Associates, Ltd.496,371
24.9% of portfolio›$38.4M
DecisionPoint Financial, LLC478,766
6.5% of portfolio›$37.3M
Austin Asset Management Co Inc441,254
4.6% of portfolio›$34.2M
Heritage Wealth Management, Inc. s440,492
12.8% of portfolio›$34.1M
Farther Finance Advisors, LLC433,745
0.2% of portfolio›$33.6M
Heritage Investment Group, Inc.432,001
4.6% of portfolio›$33.4M
Phillips Financial Management, LLC431,887
2.6% of portfolio›$33.4M
Financial Consulate, Inc429,447
3.7% of portfolio›$33.2M
Cambridge Investment Research Advisors, Inc.419,717
0.2% of portfolio›$32.5M
Apella Capital, LLC396,207
0.4% of portfolio›$30.9M
Acorn Creek Capital LLC388,253
10.0% of portfolio›$30.1M
Disciplined Equity Management, Inc.369,280
12.6% of portfolio›$28.6M
Tanager Wealth Management LLP359,907
2.3% of portfolio›$27.9M
Your Advocates Ltd., LLP350,407
7.7% of portfolio›$27.1M
Tillman Hartley LLC339,686
5.4% of portfolio›$26.3M
McMill Wealth Management327,763
5.8% of portfolio›$25.4M
Guardian Wealth Management, LLC321,511
7.0% of portfolio›$24.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management317,829
0.3% of portfolio›$24.6M
Foster Group, Inc.317,493
0.7% of portfolio›$24.6M
Fifth Third Bancorp312,184
0.0% of portfolio›$24.2M
PCA Investment Advisory Services Inc.307,848
6.5% of portfolio›$23.8M
Timonier Family Office, Ltd.300,195
8.1% of portfolio›$23.2M
Pillar Financial Advisors, LLC299,698
12.7% of portfolio›$23.2M
Park Avenue Securities LLC290,296
0.4% of portfolio›$22.5M
Allodium Investment Consultants, LLC285,461
9.1% of portfolio›$22.1M
Financial Synergies Wealth Advisors, Inc.284,179
1.8% of portfolio›$22.0M
Mission Wealth Management, LP276,428
0.3% of portfolio›$21.4M
Lutz Financial Services LLC275,883
1.3% of portfolio›$21.4M
Maseco LLP269,481
0.6% of portfolio›$20.9M
Wealth Enhancement Advisory Services, LLC262,130
0.0% of portfolio›$16.4M
Tassel Capital Management, Inc.259,891
9.9% of portfolio›$20.1M
EnRich Financial Partners LLC256,279
4.8% of portfolio›$19.8M
AdvisorNet Financial, Inc253,352
0.9% of portfolio›$19.6M
G2 Capital Management, LLC / OH238,254
4.2% of portfolio›$18.4M
McLean Asset Management Corp237,012
2.5% of portfolio›$18.5M
West Financial Advisors, LLC234,287
2.7% of portfolio›$18.1M
Forvis Mazars Wealth Advisors, LLC230,382
0.3% of portfolio›$17.8M
McGlone Suttner Wealth Management, Inc.229,457
2.1% of portfolio›$17.8M
Allworth Financial LP228,634
0.1% of portfolio›$18.8M
Factor Wealth Management LTD227,746
2.7% of portfolio›$17.6M
New Hampshire Trust218,789
3.2% of portfolio›$16.9M
First Bancorp, Inc211,647
6.7% of portfolio›$16.4M
Hill Island Financial LLC206,647
3.3% of portfolio›$16.0M
Bannerman Wealth Management Group, LLC203,180
9.0% of portfolio›$15.7M
Dynamic Advisor Solutions LLC200,866
0.4% of portfolio›$15.6M
Burk Holdings LLC196,079
5.3% of portfolio›$15.2M
CGN Advisors LLC193,242
1.2% of portfolio›$15.0M
Midwest Heritage Bank, FSB193,115
4.4% of portfolio›$15.0M
Spinnaker Investment Group, LLC191,362
2.3% of portfolio›$14.8M
Aire Advisors, LLC190,251
2.4% of portfolio›$14.7M
Pacific Sage Partners, LLC188,024
1.9% of portfolio›$14.6M
Sterling Wealth Management, Inc.186,123
3.7% of portfolio›$14.4M
Trinity Financial Advisors LLC182,449
3.6% of portfolio›$14.1M
Pioneer Wealth Management Group179,644
3.3% of portfolio›$13.9M
James T. Borello RIA175,804
2.8% of portfolio›$13.6M
Axxcess Wealth Management, LLC173,531
0.6% of portfolio›$13.4M
Mendota Financial Group, LLC173,058
8.3% of portfolio›$13.4M
Wealth Management Partners, LLC167,809
3.1% of portfolio›$13.0M
Clearstead Advisors, LLC163,168
0.1% of portfolio›$12.6M
Atria Investments, Inc159,747
0.1% of portfolio›$12.4M
Assetmark, Inc151,199
0.0% of portfolio›$11.7M
Discipline Wealth Solutions, LLC149,499
1.0% of portfolio›$11.6M
GEM Asset Management, LLC144,253
4.4% of portfolio›$11.2M
Gemmer Asset Management LLC143,532
0.7% of portfolio›$11.1M
Kelleher Financial Advisors140,599
2.9% of portfolio›$10.9M
Spire Wealth Management140,429
0.3% of portfolio›$10.9M
Colorado Capital Management, Inc.139,355
9.5% of portfolio›$10.8M
Forum Financial Management, LP136,259
0.1% of portfolio›$10.5M
Ballentine Capital Advisors, Inc133,308
3.9% of portfolio›$10.3M
Hardy Reed LLC127,929
0.6% of portfolio›$9.9M
MBA Advisors LLC125,254
3.2% of portfolio›$9.7M
Forza Wealth Management, LLC125,193
2.8% of portfolio›$9.7M
Cedar Point Capital Partners, LLC121,634
5.4% of portfolio›$9.4M
Syverson Strege & Co120,933
2.0% of portfolio›$9.4M
Earned Wealth Advisors, LLC119,005
0.6% of portfolio›$9.2M
Platform Technology Partners116,509
1.4% of portfolio›$9.0M
Yardley Wealth Management LLC114,788
3.9% of portfolio›$8.9M
Pinnacle Financial Group, LLC / IL110,171
2.1% of portfolio›$8.5M
Sageworth Trust Co of South Dakota109,399
4.9% of portfolio›$8.5M
TME Financial, Inc.106,888
5.1% of portfolio›$8.3M
SeedSafe Financial LLC106,784
6.1% of portfolio›$8.3M
Florida Trust Wealth Management Co105,808
0.2% of portfolio›$8.2M
Andrews, Lucia Wealth Management LLC102,860
4.4% of portfolio›$8.0M
RFG Advisory, LLC102,203
0.1% of portfolio›$7.9M
Kestra Private Wealth Services, LLC99,649
0.1% of portfolio›$7.7M
Parker Financial LLC99,427
2.7% of portfolio›$7.7M
LAM Group, Inc.93,845
3.7% of portfolio›$7.3M
JGP Wealth Management, LLC93,229
0.6% of portfolio›$7.2M
Navigoe, LLC92,852
3.9% of portfolio›$7.2M
RF&L Wealth Management, LLC91,461
4.8% of portfolio›$7.1M
1900 Wealth Management LLC91,016
0.4% of portfolio›$7.0M
JDH Wealth Management, LLC90,731
4.2% of portfolio›$7.0M
Pinkerton Wealth, LLC89,759
1.1% of portfolio›$6.9M
First National Bank Sioux Falls87,923
2.1% of portfolio›$6.8M
Visionary Wealth Advisors87,615
0.3% of portfolio›$6.8M
SMI Advisory Services, LLC86,151
1.1% of portfolio›$6.7M
True Freedom Investing, LLC84,802
1.0% of portfolio›$6.6M
First Command Advisory Services, Inc.84,255
0.0% of portfolio›$6.5M
Collective Family Office LLC83,157
1.3% of portfolio›$6.4M
Altiora Financial Group, LLC82,507
1.0% of portfolio›$6.4M
Navigate Wealth Management, LLC80,814
3.8% of portfolio›$6.3M
Hiley Hunt Wealth Management80,433
2.4% of portfolio›$6.2M
Tortoise Investment Management, LLC80,187
0.5% of portfolio›$6.2M
Larson Financial Group LLC80,020
0.2% of portfolio›$6.2M
CPA Asset Management Group, LLC77,963
1.7% of portfolio›$6.0M
Aspen Wealth Management LLC77,678
1.0% of portfolio›$6.0M
Linscomb Wealth, Inc.76,997
0.3% of portfolio›$6.0M
Physician Wealth Advisors, Inc.76,287
0.7% of portfolio›$5.9M
Bayshore Asset Management, LLC75,370
2.1% of portfolio›$5.9M
Bank of New York Mellon Corp74,366
0.0% of portfolio›$5.8M
Strategent Financial, LLC73,648
2.8% of portfolio›$5.7M
Frankly Finances, LLC73,454
4.5% of portfolio›$5.7M
Woodward Financial Advisors, Inc.71,622
2.2% of portfolio›$5.5M
PFG Advisors70,212
0.3% of portfolio›$5.4M
KPP Advisory Services LLC69,630
0.9% of portfolio›$5.4M
DWR Wealth Management, LLC67,597
3.6% of portfolio›$5.3M
First National Trust Co67,300
0.2% of portfolio›$5.2M
Investmark Advisory Group LLC66,438
1.7% of portfolio›$5.1M
Kondo Wealth Advisors, Inc.66,143
1.7% of portfolio›$5.1M
Signature Estate & Investment Advisors LLC64,730
0.1% of portfolio›$5.0M
Hartmann Taylor Wealth Management, LLC64,702
2.8% of portfolio›$5.0M
Lynch & Associates64,171
0.7% of portfolio›$5.0M
SC&H Financial Advisors, Inc.63,072
0.7% of portfolio›$4.9M
MLG Wealth Management DBA Pine Grove Financial Group62,033
0.5% of portfolio›$4.8M
Advisortrust Partners, LLC61,850
1.5% of portfolio›$4.8M
DBK Financial Counsel, LLC61,846
3.8% of portfolio›$4.8M
Kane Co Wealth Management, Inc.61,839
3.8% of portfolio›$4.8M
180 Wealth Advisors, LLC60,874
0.5% of portfolio›$4.7M
HUB Investment Partners, LLC60,751
0.1% of portfolio›$4.7M
Jacobi Capital Management LLC60,121
0.2% of portfolio›$4.7M
Adelphi Trust Co59,429
3.0% of portfolio›$4.6M
Indivisible Partners59,313
0.2% of portfolio›$4.6M
TruNorth Capital Management, LLC57,976
0.7% of portfolio›$4.5M
Diversified Trust Co57,502
0.1% of portfolio›$4.5M
Colony Family Offices, LLC57,311
1.0% of portfolio›$4.4M
CLG LLC57,223
0.9% of portfolio›$4.4M
Glass Jacobson Investment Advisors llc56,008
1.3% of portfolio›$4.3M
Altura Wealth Advisors Inc.55,768
1.3% of portfolio›$4.3M
DeLarme Wealth Management, Inc.55,306
2.4% of portfolio›$4.3M
Gibraltar Capital Management, Inc.54,200
0.6% of portfolio›$4.2M
Financial Planning Navigators Corp53,045
1.5% of portfolio›$4.1M
Physician Wealth Solutions Inc.52,865
1.6% of portfolio›$4.1M
NorthCrest Asset Manangement, LLC52,499
0.1% of portfolio›$4.1M
Greenspring Advisors, LLC51,446
0.2% of portfolio›$4.0M
Maryland Capital Advisors Inc.51,367
1.2% of portfolio›$4.0M
TCP Asset Management, LLC51,331
0.5% of portfolio›$4.0M
Mather Group, Llc.51,114
0.0% of portfolio›$4.0M
ADE, LLC51,074
1.6% of portfolio›$4.0M
BIP Wealth, LLC47,336
0.1% of portfolio›$3.7M
Blume Capital Management, Inc.44,834
0.5% of portfolio›$3.5M
Powers Advisory Group, LLC44,517
1.0% of portfolio›$3.4M
Belleair Asset Management, LLC44,446
2.9% of portfolio›$3.4M
Legacy Financial Group, Inc.44,331
0.8% of portfolio›$3.4M
Sprinkle Financial Consultants LLC42,960
1.3% of portfolio›$3.3M
Narus Financial Partners, LLC42,824
0.9% of portfolio›$3.3M
Enzi Wealth42,383
1.0% of portfolio›$3.3M
Pacific Asset Management, LLC41,602
1.6% of portfolio›$3.2M
Olistico Wealth, LLC41,316
1.3% of portfolio›$3.2M
Lauer Wealth, LLC41,076
2.0% of portfolio›$3.2M
Sachem Hill LLC40,469
0.6% of portfolio›$3.1M
D.A. Davidson & Co.39,986
0.0% of portfolio›$3.1M
Merit Financial Group, LLC38,962
0.0% of portfolio›$3.0M
RS Crum Inc.38,777
0.6% of portfolio›$3.0M
Prevail Innovative Wealth Advisors, LLC37,978
0.4% of portfolio›$3.0M
Smith Partners Wealth Management, LLC37,840
2.1% of portfolio›$2.9M
Capstone Wealth Management, LLC37,469
1.3% of portfolio›$2.9M
Great Point Wealth Advisors, LLC37,077
0.5% of portfolio›$2.9M
AG Asset Advisory, LLC36,734
2.1% of portfolio›$2.8M
M Wealth Management, LLC36,496
2.2% of portfolio›$2.8M
Asset Dedication, LLC36,449
0.2% of portfolio›$2.8M
Aurelius Family Office LLC36,236
1.1% of portfolio›$2.8M
Cambridge Financial Group, LLC36,145
0.9% of portfolio›$3.0M
Willow Creek Wealth Management Inc.35,694
0.2% of portfolio›$2.8M
Baker Boyer National Bank35,649
0.8% of portfolio›$2.8M
Private Advisory Group LLC35,050
0.1% of portfolio›$2.7M
Baker Tilly Wealth Management, LLC34,508
0.5% of portfolio›$2.7M
Triumph Capital Management33,784
0.5% of portfolio›$2.6M
Strategy Asset Managers LLC33,721
0.4% of portfolio›$2.6M
Sutton Place Investors LLC33,107
1.2% of portfolio›$2.6M
Quadcap Wealth Management, LLC32,940
0.2% of portfolio›$2.6M
Alpha Advisors, LLC32,631
1.8% of portfolio›$2.5M
J.W. Cole Advisors, Inc.32,377
0.0% of portfolio›$2.5M
Tenet Wealth Partners, LLC31,637
1.7% of portfolio›$2.4M
Pettinga Financial Advisors LLC31,450
0.4% of portfolio›$2.4M
Mills Wealth Advisors LLC30,107
0.7% of portfolio›$2.3M
Cypress Wealth Services, LLC30,080
0.3% of portfolio›$2.4M
LVZ, Inc.29,564
0.2% of portfolio›$2.3M
Ariadne Wealth Management, LP29,563
1.0% of portfolio›$2.3M
Integrated Advisors Network LLC29,502
0.1% of portfolio›$2.3M
PNC Financial Services Group, Inc.28,629
0.0% of portfolio›$2.2M
Ferguson Wellman Capital Management, Inc28,607
0.0% of portfolio›$2.2M
Quad-Cities Investment Group, LLC28,308
0.8% of portfolio›$2.2M
SwitchPoint Financial Planning, LLC28,004
1.2% of portfolio›$2.2M
TrustWell Financial Advisors, LLC27,988
1.8% of portfolio›$2.2M
Summit Wealth Group LLC / Co27,871
0.1% of portfolio›$2.2M
Kooman & Associates27,657
0.6% of portfolio›$2.1M
Resonant Capital Advisors, LLC27,503
0.1% of portfolio›$2.1M
Verus Wealth Management, LLC27,428
1.3% of portfolio›$2.1M
Cherry Tree Wealth Management, LLC26,909
0.4% of portfolio›$2.1M
Wedbush Securities Inc26,552
0.1% of portfolio›$2.1M
Stewardship Concepts Financial Services LLC26,506
1.3% of portfolio›$2.1M
Elevate Wealth Advisory, Inc26,405
1.1% of portfolio›$2.0M
Elevation Wealth Partners, LLC25,762
0.6% of portfolio›$2.0M
Petersen Hastings Wealth Advisors Inc.25,290
0.2% of portfolio›$2.0M
CFS Investment Advisory Services, LLC24,235
0.1% of portfolio›$1.9M
Stevens Capital Partners24,104
0.3% of portfolio›$1.9M
Moody National Bank Trust Division23,603
0.2% of portfolio›$1.8M
Shearwater Capital LLC23,473
0.9% of portfolio›$1.8M
JFS Wealth Advisors, LLC23,234
0.1% of portfolio›$1.8M
Graves Light Lenhart Wealth, Inc.23,185
0.2% of portfolio›$1.8M
Diversify Advisory Services, LLC23,081
0.0% of portfolio›$1.8M
Diversify Wealth Management, LLC23,081
0.0% of portfolio›$1.8M
Rockwood Wealth Management, LLC23,008
0.1% of portfolio›$1.8M
Vermillion Wealth Management, Inc.22,692
2.0% of portfolio›$1.8M
IFP Advisors, Inc22,574
0.0% of portfolio›$1.7M
Lauterbach Financial Advisors, LLC22,252
0.7% of portfolio›$1.7M
Quantum Financial Advisors, LLC22,215
0.2% of portfolio›$1.7M
Asset Advisory Group, Inc.22,144
0.7% of portfolio›$1.7M
Concord Wealth Partners21,514
0.2% of portfolio›$1.7M
Samalin Investment Counsel, LLC20,943
0.5% of portfolio›$1.6M
USAdvisors Wealth Management, LLC20,025
1.8% of portfolio›$1.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies19,699
1.2% of portfolio›$1.5M
Apollon Financial, LLC19,663
0.2% of portfolio›$1.5M
Maryland State Retirement & Pension System19,504
0.0% of portfolio›$1.5M
Embree Financial Group19,380
0.1% of portfolio›$1.5M
Clarity Capital Advisors, LLC19,225
0.6% of portfolio›$1.5M
WMS Group LLC19,115
1.8% of portfolio›$1.5M
Retirement Guys Formula LLC18,906
0.5% of portfolio›$1.5M
Sima Wealth Partners, LLC18,838
1.0% of portfolio›$1.5M
Virtue Asset Management LLC18,657
1.0% of portfolio›$1.4M
MCF Advisors LLC18,449
0.1% of portfolio›$1.4M
AWM Capital, LLC18,274
0.1% of portfolio›$1.4M
Pinnacle Bancorp, Inc.17,980
0.4% of portfolio›$1.4M
Warwick Investment Management, Inc.17,979
0.2% of portfolio›$1.4M
Semitam Bonam LLC17,955
1.0% of portfolio›$1.4M
Naples Global Advisors, LLC17,955
0.1% of portfolio›$1.4M
Bedel Financial Consulting, Inc.17,860
0.1% of portfolio›$1.4M
Trace Wealth Advisors, LLC17,822
1.0% of portfolio›$1.4M
Central Trust Co17,663
0.0% of portfolio›$1.4M
Institute for Wealth Management, Llc.17,625
0.1% of portfolio›$1.4M
Eagle Strategies LLC17,600
0.1% of portfolio›$1.4M
Clark Asset Management, LLC17,520
0.1% of portfolio›$1.4M
Intelligence Driven Advisers, LLC16,952
0.2% of portfolio›$1.3M
SpringVest Wealth Management LLC16,471
0.8% of portfolio›$1.3M
US Bancorp \de\16,323
0.0% of portfolio›$1.3M
Capital Investment Advisory Services, LLC16,060
0.1% of portfolio›$1.2M
marrick wealth, LLC15,940
0.9% of portfolio›$1.2M
Donalies Financial Planning, LLC15,833
0.9% of portfolio›$1.2M
Parkside Financial Bank & Trust15,593
0.1% of portfolio›$1.2M
Wealth Advisors Northwest LLC15,443
0.4% of portfolio›$1.2M
John A. Wolfe & Associates, Inc.15,412
1.5% of portfolio›$1.2M
Squire Investment Management Company, LLC15,042
0.3% of portfolio›$1.2M
Opus Capital Group, LLC15,015
0.4% of portfolio›$1.2M
SBK Financial, Inc.14,986
0.6% of portfolio›$1.2M
Ironwood Financial, llc14,911
0.2% of portfolio›$1.2M
Fifth Third Securities, Inc.14,781
0.1% of portfolio›$1.1M
E6 Portfolios, LLC14,778
0.9% of portfolio›$1.1M
XY Planning Network, Inc.14,742
0.1% of portfolio›$1.1M
CX Institutional14,553
0.0% of portfolio›$1.1K
Everest Financial Group LLC14,441
0.1% of portfolio›$1.1M
Verus Financial Partners, Inc.14,209
0.1% of portfolio›$1.1M
ARK & TLK Investments, LLC14,044
0.3% of portfolio›$1.1M
Wingate Wealth Advisors, Inc.13,902
0.4% of portfolio›$1.1M
Valmark Advisers, Inc.13,800
0.0% of portfolio›$1.1M
CWS Financial Advisors, LLC13,626
0.2% of portfolio›$1.1M
Werba Rubin Papier Wealth Management13,212
0.1% of portfolio›$1.0M
RED Lighthouse Investment Management, LLC12,521
0.3% of portfolio›$969.4K
Northwest Wealth Advisors, LLC12,481
0.5% of portfolio›$966.2K
IFG Advisors, LLC12,454
0.1% of portfolio›$964.2K
Community Bank, N.A.12,233
0.1% of portfolio›$947.1K
Opulen Financial Group LLC12,131
0.6% of portfolio›$939.2K
Compound Planning, Inc.11,956
0.0% of portfolio›$925.6K
Granville Capital, Inc.11,866
0.4% of portfolio›$918.7K
Websterrogers Financial Advisors, LLC11,667
0.2% of portfolio›$903.3K
Cambridge Capital Management, LLC11,656
0.3% of portfolio›$902.4K
Fiduciary Alliance LLC11,591
0.1% of portfolio›$897.4K
Claro Advisors Inc.11,588
0.1% of portfolio›$897.2K
Abacus Wealth Partners, LLC11,565
0.1% of portfolio›$895.3K
Keybank National Association11,489
0.0% of portfolio›$889.5K
Weaver Consulting Group11,271
0.2% of portfolio›$872.6K
Avidian Wealth Enterprises, LLC11,263
0.0% of portfolio›$872.0K
25 LLC11,138
0.2% of portfolio›$862.3K
Robertson Stephens Wealth Management, LLC11,042
0.0% of portfolio›$854.8K
Seamount Financial Group Inc10,657
0.3% of portfolio›$825.1K
CWA Asset Management Group, LLC10,646
0.0% of portfolio›$824.2K
Selective Wealth Management, Inc.10,577
0.2% of portfolio›$828.8K
Lido Advisors, LLC10,432
0.0% of portfolio›$807.7K
Ocean Park Asset Management, LLC10,400
0.0% of portfolio›$805.2K
BCO Wealth Management LLC10,281
0.4% of portfolio›$796.0K
Smith Chas P & Associates PA Cpas10,171
0.0% of portfolio›$789.1K
Wedmont Private Capital10,088
0.0% of portfolio›$787.9K
First County Bank9,943
0.4% of portfolio›$769.8K
Perigon Wealth Management, LLC9,812
0.0% of portfolio›$759.6K
Clear Creek Financial Management, LLC9,567
0.1% of portfolio›$740.7K
CRA Financial Services, LLC9,437
0.1% of portfolio›$730.6K
Prudent Man Investment Management, Inc.9,387
0.2% of portfolio›$726.7K
SJS Investment Consulting Inc.9,297
0.1% of portfolio›$719.8K
Kavar Capital Partners Group, LLC9,278
0.1% of portfolio›$718.3K
Diversified Portfolios, Inc.9,157
0.0% of portfolio›$708.9K
M.E. Allison & Co., Inc.9,095
0.4% of portfolio›$704.1K
Prism Planning Partners LLC8,981
0.7% of portfolio›$695.3K
Nova Financial LLC8,972
0.3% of portfolio›$694.6K
StrongBox Wealth, LLC8,914
0.2% of portfolio›$690.1K
Peavine Capital, LLC8,891
0.2% of portfolio›$688.3K
Professional Financial Advisors, LLC8,856
0.1% of portfolio›$685.6K
Meridian Investment Counsel Inc.8,799
0.2% of portfolio›$681.2K
Acorn Wealth Advisors, LLC8,796
0.2% of portfolio›$681.0K
Prospect Financial Group LLC8,753
0.6% of portfolio›$677.6K
Apollon Wealth Management, LLC8,716
0.0% of portfolio›$674.8K
Mullaney, Keating & Wright, Inc.8,634
0.3% of portfolio›$668.4K
Avior Wealth Management, LLC8,610
0.0% of portfolio›$666.6K
Prairie Advisory, LLC8,588
0.1% of portfolio›$664.9K
Financial Symmetry Inc8,499
0.2% of portfolio›$658.0K
Forteris Wealth Management Inc.8,389
0.5% of portfolio›$649.5K
Simplicity Wealth,LLC8,360
0.0% of portfolio›$647.2K
Flagship Harbor Advisors, LLC8,352
0.0% of portfolio›$646.6K
Elwood & Goetz Wealth Advisory Group, LLC8,145
0.1% of portfolio›$630.6K
Legacy Capital Wealth Partners, LLC8,015
0.1% of portfolio›$620.5K
Leonard Rickey Investment Advisors P.L.L.C.8,012
0.1% of portfolio›$620.3K
Private Trust Co NA7,877
0.0% of portfolio›$609.8K
Sincerus Advisory, LLC7,747
0.4% of portfolio›$599.8K
Ascent Group, LLC7,554
0.0% of portfolio›$584.8K
Oppenheimer & Co Inc7,495
0.0% of portfolio›$580.3K
M Holdings Securities, Inc.7,457
0.2% of portfolio›$577.0K
MBE Wealth Management, LLC7,409
0.2% of portfolio›$573.6K
PDS Planning, Inc7,329
0.0% of portfolio›$567.4K
Peterson Wealth Advisors, LLC7,030
0.1% of portfolio›$544.3K
Shore Point Advisors, LLC6,908
0.2% of portfolio›$534.9K
Coston, McIsaac & Partners6,780
0.1% of portfolio›$525.0K
Stegent Equity Advisors, Inc.6,779
0.4% of portfolio›$524.8K
Capital Management Associates, Inc6,757
0.1% of portfolio›$523.1K
Stone Summit Wealth LLC6,737
0.1% of portfolio›$521.6K
Brighton Jones LLC6,629
0.0% of portfolio›$513.2K
Approach Retirement Advisors, LLC6,577
0.4% of portfolio›$509.2K
Tranquility Partners, LLC6,534
0.2% of portfolio›$507.2K
Cross Staff Investments Inc6,500
0.3% of portfolio›$503.2K
Washington Trust Co6,410
0.0% of portfolio›$496.3K
CogentBlue Wealth Advisors, LLC6,402
0.5% of portfolio›$495.6K
Bill Few Associates, Inc.6,368
0.1% of portfolio›$493.0K
Accretive Wealth Partners, LLC6,343
0.1% of portfolio›$491.1K
Bryn Mawr Trust Advisors, LLC6,197
0.0% of portfolio›$479.8K
Amarillo National Bank6,076
0.1% of portfolio›$470.4K
MBM Wealth Consultants, LLC6,065
0.1% of portfolio›$469.6K
Beacon Financial Advisory LLC6,054
0.1% of portfolio›$468.7K
B. Riley Wealth Advisors, Inc.6,022
0.0% of portfolio›$466.3K
Bfsg, LLC6,021
0.0% of portfolio›$466.1K
Legacy Advisors, LLC6,007
0.0% of portfolio›$465.1K
K2 Financial Inc.5,794
0.3% of portfolio›$452.9K
Sage Rhino Capital LLC5,769
0.1% of portfolio›$446.7K
Versant Capital Management, Inc5,704
0.0% of portfolio›$441.6K
Boyce & Associates Wealth Consulting, Inc.5,685
0.3% of portfolio›$440.1K
Cyndeo Wealth Partners, LLC5,660
0.0% of portfolio›$438.2K
Winebrenner Capital Management LLC5,630
0.3% of portfolio›$435.9K
Cornerstone Advisory, LLC5,628
0.0% of portfolio›$435.7K
UMB Bank, n.a.5,576
0.0% of portfolio›$431.7K
Accredited Investor Services, LLC5,555
0.2% of portfolio›$430.1K
Angeles Wealth Management, LLC5,507
0.0% of portfolio›$426.3K
RKL Wealth Management LLC5,481
0.0% of portfolio›$424.3K
Baker Avenue Asset Management, LP5,412
0.0% of portfolio›$419.0K
Heartwood Wealth Advisors LLC5,302
0.0% of portfolio›$410.5K
Mustard Seed Financial, LLC5,271
0.2% of portfolio›$408.1K
Joel Isaacson & Co., LLC5,259
0.0% of portfolio›$407.2K
Quarry Hill Advisors, LLC5,186
0.1% of portfolio›$401.5K
McClarren Financial Advisors, Inc.5,163
0.2% of portfolio›$399.7K
Fisher Asset Management, LLC5,107
0.0% of portfolio›$395.4K
Infinity Wealth Counsel, LLC5,047
0.3% of portfolio›$390.7K
Milestone Asset Management Group, LLC4,985
0.2% of portfolio›$386.0K
Abacus Planning Group, Inc.4,975
0.0% of portfolio›$385.2K
Jnba Financial Advisors4,964
0.0% of portfolio›$384.3K
Ethic Inc.4,945
0.0% of portfolio›$382.8K
Meritas Wealth Management, LLC4,814
0.1% of portfolio›$372.7K
Montis Financial, LLC4,800
0.1% of portfolio›$371.6K
Arbor Wealth Advisors LLC4,765
0.2% of portfolio›$368.9K
Norden Group LLC4,757
0.0% of portfolio›$368.3K
Avant Financial Advisors LLC4,704
0.2% of portfolio›$364.2K
Two West Capital Advisors LLC4,697
0.2% of portfolio›$365.5K
Five Oceans Advisors4,657
0.1% of portfolio›$360.5K
Independent Financial Group, LLC4,553
0.0% of portfolio›$352.5K
Sigma Planning Corp4,435
0.0% of portfolio›$343.3K
VestGen Advisors, LLC4,430
0.0% of portfolio›$343.0K
Richards, Merrill & Peterson, Inc.4,426
0.1% of portfolio›$342.7K
Prudent Investor Advisors, LLC4,398
0.3% of portfolio›$340.5K
Gutierrez Wealth Advisory, LLC4,367
0.2% of portfolio›$338.1K
Silver Oak Advisory Group, Inc.4,361
0.1% of portfolio›$337.6K
Wealth Enhancement Trust Services, Inc.4,335
0.0% of portfolio›$335.6K
Global Trust Wealth Management LLC4,257
0.2% of portfolio›$329.6K
Valued Wealth Advisors LLC4,156
0.1% of portfolio›$321.7K
Old Peak Finance LLC4,108
0.1% of portfolio›$318.1K
One Way Holdings LLC4,099
0.0% of portfolio›$317.3K
Towneley Capital Management, Inc / de4,074
0.1% of portfolio›$315.4K
Busey Bank4,043
0.0% of portfolio›$313.0K
SeaCrest Wealth Management, LLC4,040
0.0% of portfolio›$312.8K
BOS Asset Management, LLC4,006
0.1% of portfolio›$310.1K
Ridgewood Investments LLC3,984
0.1% of portfolio›$308.4K
Avantax Planning Partners, Inc.3,970
0.0% of portfolio›$307.4K
Summit Asset Management, LLC3,962
0.0% of portfolio›$306.7K
Prime Capital Investment Advisors, LLC3,945
0.0% of portfolio›$305.4K
Dhjj Financial Advisors, Ltd.3,881
0.1% of portfolio›$300.5K
MBL Wealth, LLC3,738
0.0% of portfolio›$289.4K
Next Level Wealth Planning, LLC3,659
0.1% of portfolio›$283.3K
Compass Ion Advisors, LLC3,617
0.0% of portfolio›$280.1K
Cascade Investment Group, Inc.3,588
0.2% of portfolio›$277.8K
Montz Harcus Wealth Management LLC3,581
0.1% of portfolio›$277.3K
3 Factor Indexing, LLC3,578
0.2% of portfolio›$277.0K
Burton Enright Welch3,566
0.0% of portfolio›$276.1K
Walleye Partners, LLC3,534
0.3% of portfolio›$273.6K
RAM Investment Partners, LLC3,342
0.0% of portfolio›$258.7K
Regions Financial Corp3,341
0.0% of portfolio›$258.7K
Family Investment Center, Inc.3,320
0.0% of portfolio›$257.0K
Opus Financial Solutions LLC3,297
0.2% of portfolio›$255.3K
Glenview Trust Co3,235
0.0% of portfolio›$250.5K
Tred Avon Family Wealth, LLC3,210
0.1% of portfolio›$248.5K
WealthSpring Partners, LLC3,155
0.3% of portfolio›$244.2K
Triad Wealth Partners, LLC3,122
0.0% of portfolio›$241.7K
Arista Wealth Management, LLC3,109
0.0% of portfolio›$240.7K
Oath Planning, LLC3,106
0.2% of portfolio›$240.5K
Caliber Wealth Management, LLC / KS3,075
0.0% of portfolio›$238.1K
Oakworth Capital, Inc.3,071
0.0% of portfolio›$237.8K
Quadrant Private Wealth Management, LLC3,065
0.0% of portfolio›$237.3K
Marino, Stram & Associates LLC3,052
0.0% of portfolio›$236.3K
Lantz Financial LLC3,004
0.0% of portfolio›$232.6K
Signaturefd, LLC3,002
0.0% of portfolio›$232.4K
Caldwell Trust Co2,985
0.0% of portfolio›$231.1K
Schear Investment Advisers, LLC2,903
0.0% of portfolio›$224.7K
Tempo Wealth, LLC2,903
0.0% of portfolio›$224.7K
Madrona Financial Services, LLC2,899
0.0% of portfolio›$224.4K
Facet Wealth, Inc.2,844
0.0% of portfolio›$220.2K
McGrath & Associates, Inc.2,778
0.2% of portfolio›$215.1K
Kathmere Capital Management, LLC2,775
0.0% of portfolio›$214.8K
Fairvoy Private Wealth, LLC2,765
0.0% of portfolio›$214.1K
Summit Financial Strategies, Inc.2,747
0.0% of portfolio›$212.7K
Trust Point Inc.2,722
0.0% of portfolio›$210.7K
Elevated Financial Group LLC2,697
0.1% of portfolio›$208.8K
SLT Holdings LLC2,695
0.1% of portfolio›$208.6K
WMG Financial Advisors, LLC2,650
0.1% of portfolio›$218.2K
Stolz & Associates, PS2,647
0.1% of portfolio›$204.9K
Kennebec Savings Bank2,589
0.2% of portfolio›$200.4K
Ashton Thomas Private Wealth, LLC2,409
0.0% of portfolio›$186.5K
Newton One Investments LLC2,326
0.0% of portfolio›$180.1K
Bokf, NA1,963
0.0% of portfolio›$152.0K
TFC Financial Management, Inc.1,806
0.0% of portfolio›$139.8K
Gamma Investing LLC1,722
0.0% of portfolio›$133.3K
Rachor Investment Advisory Services, LLC1,722
0.1% of portfolio›$133.3K
Fairman Group, LLC1,572
0.1% of portfolio›$121.7K
Sawyer & Company, Inc1,565
0.0% of portfolio›$121.2K
True Wealth Design, LLC1,539
0.0% of portfolio›$119.2K
Center for Financial Planning, Inc.1,518
0.0% of portfolio›$117.5K
Wilmington Savings Fund Society, FSB1,442
0.0% of portfolio›$111.6K
Abound Wealth Management1,323
0.0% of portfolio›$102.4K
Trust Co of Vermont1,165
0.0% of portfolio›$90.2K
Hilltop National Bank1,109
0.0% of portfolio›$85.9K
Meriwether Wealth & Planning, LLC935
0.0% of portfolio›$72.4K
Foster Dykema Cabot & Partners, LLC918
0.0% of portfolio›$71.1K
Lanark Financial, Inc.915
0.0% of portfolio›$70.9K
Clark Wealth Partners842
0.0% of portfolio›$65.2K
Marshall & Sterling Wealth Advisors Inc.780
0.0% of portfolio›$60.4K
Pacific Center for Financial Services736
0.0% of portfolio›$57.0K
Golden State Wealth Management, LLC735
0.0% of portfolio›$57.0K
Tradewinds Capital Management, LLC727
0.0% of portfolio›$56.3K
BankChampaign, National Association683
0.0% of portfolio›$52.9K
Blue Trust, Inc.672
0.0% of portfolio›$52.0K
Grove Bank & Trust649
0.0% of portfolio›$50.2K
Peterson Wealth Management645
0.0% of portfolio›$49.9K
Farmers & Merchants Investments Inc618
0.0% of portfolio›$47.8K
Chilton Capital Management LLC600
0.0% of portfolio›$46.5K
First United Bank & Trust585
0.0% of portfolio›$45.3K
Cullen T Bankers, Inc.574
0.0% of portfolio›$44.4K
Russell Investments Group, Ltd.427
0.0% of portfolio›$33.1K
Ascentis Independent Advisors387
0.0% of portfolio›$30.0K
Gleason Group, Inc.379
0.0% of portfolio›$29.4K
City State Bank375
0.0% of portfolio›$29.0K
American Capital Advisory, LLC350
0.0% of portfolio›$27.1K
First Community Trust NA318
0.0% of portfolio›$24.6K
Pittenger & Anderson Inc312
0.0% of portfolio›$24.1K
Southern Michigan Bank & Trust293
0.0% of portfolio›$22.7K
United Community Bank270
0.0% of portfolio›$20.9K
SYM Financial Corp254
0.0% of portfolio›$19.7K
Compass Financial Management LLC227
0.0% of portfolio›$17.6K
Westside Investment Management, Inc.200
0.0% of portfolio›$15.7K
Catherine Avery Investment Management LLC198
0.0% of portfolio›$15.3K
Comprehensive Financial Planning, Inc.195
0.0% of portfolio›$15.1K
Morling Financial Advisors, LLC192
0.0% of portfolio›$14.9K
Birch Financial Group, LLC180
0.0% of portfolio›$14.0K
Kings Path Partners LLC148
0.0% of portfolio›$11.5K
First Horizon Corp103
0.0% of portfolio›$8.0K
Private Wealth Management Group, LLC77
0.0% of portfolio›$6.0K
Cranbrook Wealth Management, LLC50
0.0% of portfolio›$3.9K
CoreCap Advisors, LLC35
0.0% of portfolio›$2.7K
Cornerstone National Bank & Trust Co24
0.0% of portfolio›$1.9K
Citigroup Inc1
0.0% of portfolio›$77
StyleTurnoverLocationFiled
Creative Planning
29,397,609$2.3B1.3%IndexVery LowOverland Park, KS2026-11-02
Index Fund Advisors, Inc.
5,889,143$455.9M19.3%ETFVery LowIrvine, CA2026-11-05
TCI Wealth Advisors, Inc.
2,879,970$223.0M9.0%ETFLowTucson, AZ2026-10-30
Vise Technologies, Inc.
2,611,205$202.2M1.7%IndexLowNew York, NY2026-10-29
Midwest Trust Co
1,322,423$102.4M1.1%CoreLowOverland Park, KS2026-10-22
Savant Capital, LLC
1,292,033$100.0M0.3%IndexVery LowRockford, IL2026-11-06
Great Waters Wealth Management
1,227,703$95.0M8.5%ETFVery LowShoreview, MN2026-10-07
Plancorp, LLC
1,218,831$97.0M2.2%ETFLowSaint Louis, MO2026-11-03
Evanson Financial, LLC
1,187,962$92.0M4.5%ETFN/AMclean, VA2026-10-23
Davenport & Co LLC
1,103,239$85.4M0.4%CoreMediumRichmond, VA2026-10-14
Washington Trust Bank
1,101,962$85.3M5.9%CoreLowSpokane, WA2026-11-03
Moisand Fitzgerald Tamayo, LLC
994,747$77.0M7.7%ETFVery LowOrlando, FL2026-10-15
Sageworth Trust Co
941,200$72.9M2.7%ETFLowLancaster, PA2026-10-30
LPL Financial LLC
891,996$69.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Bernicke Wealth Management, Ltd.
844,434$65.4M7.4%ETFVery LowAltoona, WI2026-11-06
Wealth Management Nebraska
831,838$64.4M5.6%ETFLowNorfolk, NE2026-10-26
Stordahl Capital Management, Inc.
727,248$56.3M10.4%ETFVery LowGreenwood Village, CO2026-10-22
DiNuzzo Private Wealth, Inc.
717,924$55.6M5.5%ETFLowBeaver, PA2026-10-16
MassMutual Private Wealth & Trust, FSB
699,167$54.1M1.4%CoreLowSpringfield, MA2026-10-05
Chicago Partners Investment Group LLC
689,807$54.2M1.0%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
669,940$51.9M0.1%ETFLowWaltham, MA2026-11-02
SAX Wealth Advisors, LLC
637,117$49.3M1.4%ETFVery LowParsippany, NJ2026-10-13
Three Arch Wealth Management LLC
603,328$46.7M7.4%ETFVery LowIrvine, CA2026-10-20
Thrivent Financial for Lutherans
566,193$44.1M0.1%GARPMediumMinneapolis, MN2026-11-05
Truist Financial Corp
563,327$43.6M0.1%CoreLowCharlotte, NC2026-10-30
Dixon Fnancial Services, Inc.
547,046$42.4M17.0%ETFVery LowLafayette, CA2026-10-23
Elser Financial Planning, Inc
535,310$41.4M1.8%GARPLowIndianapolis, IN2026-10-16
Kwmg, LLC
534,904$41.4M3.0%ETFVery LowOverland Park, KS2026-10-07
Modera Wealth Management, LLC
534,074$41.3M0.4%ETFVery LowWestwood, NJ2026-10-28
Hurlow Wealth Management Group, Inc.
521,737$40.4M8.4%ETFVery LowBloomington, IN2026-10-29
Richard Young Associates, Ltd.
496,371$38.4M24.9%ETFVery LowAugusta, GA2026-11-03
DecisionPoint Financial, LLC
478,766$37.3M6.5%ETFVery LowMesa, AZ2026-10-27
Austin Asset Management Co Inc
441,254$34.2M4.6%ETFVery LowAustin, TX2026-10-29
Heritage Wealth Management, Inc. s
440,492$34.1M12.8%ETFVery LowHouston, TX2026-11-06
Farther Finance Advisors, LLC
433,745$33.6M0.2%IndexLowSan Francisco, CA2026-10-08
Heritage Investment Group, Inc.
432,001$33.4M4.6%ETFVery LowPompano Beach, FL2026-11-03
Phillips Financial Management, LLC
431,887$33.4M2.6%ETFVery LowFort Wayne, IN2026-10-19
Financial Consulate, Inc
429,447$33.2M3.7%ETFLowHunt Valley, MD2026-10-23
Cambridge Investment Research Advisors, Inc.
419,717$32.5M0.2%ETFLowFairfield, IA2026-11-02
Apella Capital, LLC
396,207$30.9M0.4%ETFVery LowWest Hartford, CT2026-10-08
Acorn Creek Capital LLC
388,253$30.1M10.0%ETFLowFort Collins, CO2026-11-05
Disciplined Equity Management, Inc.
369,280$28.6M12.6%ETFVery LowNeptune Beach, FL2026-10-14
Tanager Wealth Management LLP
359,907$27.9M2.3%ETFLowGoring On Thames, United Kingdom2026-10-19
Your Advocates Ltd., LLP
350,407$27.1M7.7%ETFLowHouston, TX2026-11-03
Tillman Hartley LLC
339,686$26.3M5.4%ETFLowOrlando, FL2026-11-06
McMill Wealth Management
327,763$25.4M5.8%Deep ValueHighNorfolk, NE2026-11-05
Guardian Wealth Management, LLC
321,511$24.9M7.0%ETFVery LowChattanooga, TN2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
317,829$24.6M0.3%GrowthVery LowSeattle, WA2026-10-27
Foster Group, Inc.
317,493$24.6M0.7%ETFVery LowUrbandale, IA2026-10-13
Fifth Third Bancorp
312,184$24.2M0.0%IndexVery LowCincinnati, OH2026-11-05
PCA Investment Advisory Services Inc.
307,848$23.8M6.5%ETFVery LowCincinnati, OH2026-10-13
Timonier Family Office, Ltd.
300,195$23.2M8.1%ETFVery LowWinston Salem, NC2026-11-03
Pillar Financial Advisors, LLC
299,698$23.2M12.7%ETFVery LowLouisville, KY2026-10-21
Park Avenue Securities LLC
290,296$22.5M0.4%ETFMediumNew York, NY2026-10-26
Allodium Investment Consultants, LLC
285,461$22.1M9.1%ETFVery LowMinneapolis, MN2026-10-14
Financial Synergies Wealth Advisors, Inc.
284,179$22.0M1.8%ETFVery LowHouston, TX2026-10-16
Mission Wealth Management, LP
276,428$21.4M0.3%ETFLowSanta Barbara, CA2026-10-15
Lutz Financial Services LLC
275,883$21.4M1.3%ETFVery LowOmaha, NE2026-11-06
Maseco LLP
269,481$20.9M0.6%ETFVery LowLondon, United Kingdom2026-10-27
Wealth Enhancement Advisory Services, LLC
262,130$16.4M0.0%CoreLowPlymouth, MN2026-10-13
Tassel Capital Management, Inc.
259,891$20.1M9.9%ETFLowMatthews, NC2026-10-20
EnRich Financial Partners LLC
256,279$19.8M4.8%ETFVery LowMadison, WI2026-10-21
AdvisorNet Financial, Inc
253,352$19.6M0.9%ETFLowMinnetonka, MN2026-10-15
G2 Capital Management, LLC / OH
238,254$18.4M4.2%ETFVery LowColumbus, OH2026-10-23
McLean Asset Management Corp
237,012$18.5M2.5%ETFVery LowTysons, VA2026-11-06
West Financial Advisors, LLC
234,287$18.1M2.7%ETFLowDes Moines, IA2026-10-22
Forvis Mazars Wealth Advisors, LLC
230,382$17.8M0.3%ETFVery LowSpringfield, MO2026-10-13
McGlone Suttner Wealth Management, Inc.
229,457$17.8M2.1%ETFVery LowAppleton, WI2026-10-13
Allworth Financial LP
228,634$18.8M0.1%IndexLowFolsom, CA2026-11-06
Factor Wealth Management LTD
227,746$17.6M2.7%ETFLowChicago, IL2026-10-08
New Hampshire Trust
218,789$16.9M3.2%CoreLowConcord, NH2026-10-20
First Bancorp, Inc
211,647$16.4M6.7%ValueVery LowDamariscotta, ME2026-10-26
Hill Island Financial LLC
206,647$16.0M3.3%ETFLowGrand Rapids, MI2026-10-20
Bannerman Wealth Management Group, LLC
203,180$15.7M9.0%ETFVery LowLewisville, TX2026-10-09
Dynamic Advisor Solutions LLC
200,866$15.6M0.4%ETFLowPhoenix, AZ2026-10-13
Burk Holdings LLC
196,079$15.2M5.3%ETFVery LowTulsa, OK2026-11-05
CGN Advisors LLC
193,242$15.0M1.2%ETFLowManhattan, KS2026-10-21
Midwest Heritage Bank, FSB
193,115$15.0M4.4%ETFVery LowWest Des Moines, IA2026-10-26
Spinnaker Investment Group, LLC
191,362$14.8M2.3%ETFLowNewport Beach, CA2026-10-13
Aire Advisors, LLC
190,251$14.7M2.4%ETFVery LowBeverly Hills, CA2026-10-22
Pacific Sage Partners, LLC
188,024$14.6M1.9%ETFLowEdmonds, WA2026-10-21
Sterling Wealth Management, Inc.
186,123$14.4M3.7%ETFLowChampaign, IL2026-10-23
Trinity Financial Advisors LLC
182,449$14.1M3.6%ETFLowColumbus, OH2026-10-09
Pioneer Wealth Management Group
179,644$13.9M3.3%ETFLowAustin, TX2026-10-09
James T. Borello RIA
175,804$13.6M2.8%ETFVery LowEast Dundee, IL2026-10-16
Axxcess Wealth Management, LLC
173,531$13.4M0.6%CoreLowCarlsbad, CA2026-10-21
Mendota Financial Group, LLC
173,058$13.4M8.3%ETFLowMadison, WI2026-10-07
Wealth Management Partners, LLC
167,809$13.0M3.1%Agg GrowthLowTucson, AZ2026-10-21
Clearstead Advisors, LLC
163,168$12.6M0.1%ETFLowCleveland, OH2026-11-06
Atria Investments, Inc
159,747$12.4M0.1%CoreMediumCharlotte, NC2026-10-15
Assetmark, Inc
151,199$11.7M0.0%ETFLowConcord, CA2026-10-21
Discipline Wealth Solutions, LLC
149,499$11.6M1.0%ETFLowGreenville, SC2026-10-14
GEM Asset Management, LLC
144,253$11.2M4.4%ETFLowPlymouth, MI2026-10-13
Gemmer Asset Management LLC
143,532$11.1M0.7%ETFLowWalnut Creek, CA2026-10-16
Kelleher Financial Advisors
140,599$10.9M2.9%CoreMediumNew York, NY2026-10-30
Spire Wealth Management
140,429$10.9M0.3%GrowthMediumMclean, VA2026-10-30
Colorado Capital Management, Inc.
139,355$10.8M9.5%ETFVery LowBoulder, CO2026-10-15
Forum Financial Management, LP
136,259$10.5M0.1%ETFLowLombard, IL2026-10-16
Ballentine Capital Advisors, Inc
133,308$10.3M3.9%ETFVery LowGreenville, SC2026-10-14
Hardy Reed LLC
127,929$9.9M0.6%ETFVery LowTupelo, MS2026-11-06
MBA Advisors LLC
125,254$9.7M3.2%ETFLowHermitage, PA2026-10-29
Forza Wealth Management, LLC
125,193$9.7M2.8%CoreVery LowSarasota, FL2026-10-20
Cedar Point Capital Partners, LLC
121,634$9.4M5.4%ETFMediumCedar Rapids, IA2026-10-29
Syverson Strege & Co
120,933$9.4M2.0%ETFVery LowWest Des Moines, IA2026-11-02
Earned Wealth Advisors, LLC
119,005$9.2M0.6%ETFHighWalnut Creek, CA2026-11-06
Platform Technology Partners
116,509$9.0M1.4%CoreVery LowLocust Valley, NY2026-11-02
Yardley Wealth Management LLC
114,788$8.9M3.9%ETFVery LowYardley, PA2026-10-23
Pinnacle Financial Group, LLC / IL
110,171$8.5M2.1%ETFVery LowWestern Springs, IL2026-10-29
Sageworth Trust Co of South Dakota
109,399$8.5M4.9%ETFLowSioux Falls, SD2026-10-30
TME Financial, Inc.
106,888$8.3M5.1%ETFMediumHuntington Beach, CA2026-10-14
SeedSafe Financial LLC
106,784$8.3M6.1%ETFVery LowAustin, TX2026-11-02
Florida Trust Wealth Management Co
105,808$8.2M0.2%CoreVery LowSanibel, FL2026-11-05
Andrews, Lucia Wealth Management LLC
102,860$8.0M4.4%ETFVery LowDanville, CA2026-11-02
RFG Advisory, LLC
102,203$7.9M0.1%ETFMediumBirmingham, AL2026-11-03
Kestra Private Wealth Services, LLC
99,649$7.7M0.1%GrowthLowAustin, TX2026-11-06
Parker Financial LLC
99,427$7.7M2.7%ETFVery LowSilverdale, WA2026-11-05
LAM Group, Inc.
93,845$7.3M3.7%ETFVery LowLake Oswego, OR2026-10-26
JGP Wealth Management, LLC
93,229$7.2M0.6%CoreLowBend, OR2026-10-13
Navigoe, LLC
92,852$7.2M3.9%ETFVery LowRedondo Beach, CA2026-11-04
RF&L Wealth Management, LLC
91,461$7.1M4.8%ETFVery LowActon, MA2026-10-20
1900 Wealth Management LLC
91,016$7.0M0.4%ETFLowSan Antonio, TX2026-10-13
JDH Wealth Management, LLC
90,731$7.0M4.2%ETFVery LowSanta Rosa, CA2026-10-20
Pinkerton Wealth, LLC
89,759$6.9M1.1%CoreHighCoeur D Alene, ID2026-10-29
First National Bank Sioux Falls
87,923$6.8M2.1%ETFVery LowSioux Falls, SD2026-10-13
Visionary Wealth Advisors
87,615$6.8M0.3%ETFLowO'Fallon, IL2026-11-04
SMI Advisory Services, LLC
86,151$6.7M1.1%ETFMediumColumbus, IN2026-10-13
True Freedom Investing, LLC
84,802$6.6M1.0%CoreHighCoeur D'Alene, ID2026-10-29
First Command Advisory Services, Inc.
84,255$6.5M0.0%IndexLowFort Worth, TX2026-11-05
Collective Family Office LLC
83,157$6.4M1.3%ETFLowYork, PA2026-10-05
Altiora Financial Group, LLC
82,507$6.4M1.0%ETFLowLebanon, OH2026-11-04
Navigate Wealth Management, LLC
80,814$6.3M3.8%ETFLowBirmingham, AL2026-10-14
Hiley Hunt Wealth Management
80,433$6.2M2.4%ETFVery LowOmaha, NE2026-10-08
Tortoise Investment Management, LLC
80,187$6.2M0.5%ETFLowWhite Plains, NY2026-11-06
Larson Financial Group LLC
80,020$6.2M0.2%GrowthLowSt Louis, MO2026-11-05
CPA Asset Management Group, LLC
77,963$6.0M1.7%ETFMediumWest Palm Beach, FL2026-10-26
Aspen Wealth Management LLC
77,678$6.0M1.0%ETFLowFort Worth, TX2026-10-14
Linscomb Wealth, Inc.
76,997$6.0M0.3%ETFLowHouston, TX2026-11-05
Physician Wealth Advisors, Inc.
76,287$5.9M0.7%ETFMediumMidvale, UT2026-10-20
Bayshore Asset Management, LLC
75,370$5.9M2.1%ETFVery LowCoral Gables, FL2026-11-03
Bank of New York Mellon Corp
74,366$5.8M0.0%CoreLowNew York, NY2026-11-05
Strategent Financial, LLC
73,648$5.7M2.8%ETFLowHarrisonburg, VA2026-10-30
Frankly Finances, LLC
73,454$5.7M4.5%ETFVery LowWinter Park, FL2026-10-28
Woodward Financial Advisors, Inc.
71,622$5.5M2.2%ETFVery LowChapel Hill, NC2026-10-19
PFG Advisors
70,212$5.4M0.3%ETFMediumPhoenix, AZ2026-10-16
KPP Advisory Services LLC
69,630$5.4M0.9%GrowthMediumLouisville, KY2026-10-26
DWR Wealth Management, LLC
67,597$5.3M3.6%ETFLowSan Jose, CA2026-10-13
First National Trust Co
67,300$5.2M0.2%GrowthLowJohnstown, PA2026-10-28
Investmark Advisory Group LLC
66,438$5.1M1.7%ETFVery LowShelton, CT2026-10-27
Kondo Wealth Advisors, Inc.
66,143$5.1M1.7%ETFVery LowPasadena, CA2026-10-19
Signature Estate & Investment Advisors LLC
64,730$5.0M0.1%ETFMediumLos Angeles, CA2026-10-13
Hartmann Taylor Wealth Management, LLC
64,702$5.0M2.8%ETFVery LowDallas, TX2026-10-14
Lynch & Associates
64,171$5.0M0.7%CoreVery LowEvansville, IN2026-10-13
SC&H Financial Advisors, Inc.
63,072$4.9M0.7%ETFVery LowHunt Valley, MD2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
62,033$4.8M0.5%ETFMediumWoodbury, MN2026-10-13
Advisortrust Partners, LLC
61,850$4.8M1.5%CoreHighRaleigh, NC2026-11-02
DBK Financial Counsel, LLC
61,846$4.8M3.8%ETFVery LowCuyahoga Falls, OH2026-10-13
Kane Co Wealth Management, Inc.
61,839$4.8M3.8%ETFVery LowJohnston, IA2026-11-04
180 Wealth Advisors, LLC
60,874$4.7M0.5%CoreLowFederal Way, WA2026-11-03
HUB Investment Partners, LLC
60,751$4.7M0.1%GrowthLowAustin, TX2026-11-03
Jacobi Capital Management LLC
60,121$4.7M0.2%CoreLowPittston, PA2026-11-05
Adelphi Trust Co
59,429$4.6M3.0%GrowthLowSaint Petersburg, FL2026-10-05
Indivisible Partners
59,313$4.6M0.2%GrowthMediumClearwater, FL2026-10-26
TruNorth Capital Management, LLC
57,976$4.5M0.7%ETFLowKalamazoo, MI2026-10-14
Diversified Trust Co
57,502$4.5M0.1%CoreLowMemphis, TN2026-11-06
Colony Family Offices, LLC
57,311$4.4M1.0%ETFVery LowCharlotte, NC2026-10-22
CLG LLC
57,223$4.4M0.9%ETFMediumLong Beach, CA2026-10-13
Glass Jacobson Investment Advisors llc
56,008$4.3M1.3%ETFLowOwings Mills, MD2026-10-26
Altura Wealth Advisors Inc.
55,768$4.3M1.3%GrowthLowSanta Clara, CA2026-10-22
DeLarme Wealth Management, Inc.
55,306$4.3M2.4%ETFVery LowPalos Verdes Estates, CA2026-10-30
Gibraltar Capital Management, Inc.
54,200$4.2M0.6%CoreLowTulsa, OK2026-10-27
Financial Planning Navigators Corp
53,045$4.1M1.5%ETFMediumMaple Grove, MN2026-10-14
Physician Wealth Solutions Inc.
52,865$4.1M1.6%ETFLowNorth Las Vegas, NV2026-10-14
NorthCrest Asset Manangement, LLC
52,499$4.1M0.1%GrowthLowPlymouth, MN2026-10-13
Greenspring Advisors, LLC
51,446$4.0M0.2%ETFVery LowTowson, MD2026-11-05
Maryland Capital Advisors Inc.
51,367$4.0M1.2%ETFVery LowChester, MD2026-10-15
TCP Asset Management, LLC
51,331$4.0M0.5%ETFLowUpper Arlington, OH2026-10-14
Mather Group, Llc.
51,114$4.0M0.0%ETFMediumChicago, IL2026-10-14
ADE, LLC
51,074$4.0M1.6%ETFLowBaltimore, MD2026-10-29
BIP Wealth, LLC
47,336$3.7M0.1%ETFMediumAtlanta, GA2026-10-22
Blume Capital Management, Inc.
44,834$3.5M0.5%CoreMediumBerkeley, CA2026-10-26
Powers Advisory Group, LLC
44,517$3.4M1.0%ETFVery LowHighland, IL2026-10-14
Belleair Asset Management, LLC
44,446$3.4M2.9%ETFVery LowBelleair Bluffs, FL2026-11-03
Legacy Financial Group, Inc.
44,331$3.4M0.8%ETFLowTulsa, OK2026-10-21
Sprinkle Financial Consultants LLC
42,960$3.3M1.3%ETFLowLittleton, CO2026-10-09
Narus Financial Partners, LLC
42,824$3.3M0.9%ValueLowSalt Lake City, UT2026-10-19
Enzi Wealth
42,383$3.3M1.0%ETFMediumAustin, TX2026-10-14
Pacific Asset Management, LLC
41,602$3.2M1.6%ETFVery LowGig Harbor, WA2026-10-15
Olistico Wealth, LLC
41,316$3.2M1.3%GrowthVery LowTulsa, OK2026-10-05
Lauer Wealth, LLC
41,076$3.2M2.0%ETFMediumValparaiso, IN2026-10-13
Sachem Hill LLC
40,469$3.1M0.6%ETFVery LowDenver, CO2026-10-14
D.A. Davidson & Co.
39,986$3.1M0.0%CoreLowGreat Falls, MT2026-10-28
Merit Financial Group, LLC
38,962$3.0M0.0%ETFLowAlpharetta, GA2026-11-06
RS Crum Inc.
38,777$3.0M0.6%ETFVery LowNewport Beach, CA2026-10-19
Prevail Innovative Wealth Advisors, LLC
37,978$3.0M0.4%CoreVery HighLeawood, KS2026-10-20
Smith Partners Wealth Management, LLC
37,840$2.9M2.1%ETFMediumGreensboro, NC2026-11-05
Capstone Wealth Management, LLC
37,469$2.9M1.3%ETFLowTuscaloosa, AL2026-11-02
Great Point Wealth Advisors, LLC
37,077$2.9M0.5%ETFVery LowBoston, MA2026-10-15
AG Asset Advisory, LLC
36,734$2.8M2.1%CoreVery LowLos Angeles, CA2026-11-06
M Wealth Management, LLC
36,496$2.8M2.2%ETFVery LowSan Diego, CA2026-10-14
Asset Dedication, LLC
36,449$2.8M0.2%ETFLowSan Francisco, CA2026-11-03
Aurelius Family Office LLC
36,236$2.8M1.1%ETFVery LowBedford, NH2026-10-23
Cambridge Financial Group, LLC
36,145$3.0M0.9%ETFLowTucson, AZ2026-10-06
Willow Creek Wealth Management Inc.
35,694$2.8M0.2%ETFVery LowSebastopol, CA2026-10-26
Baker Boyer National Bank
35,649$2.8M0.8%ETFVery LowWalla Walla, WA2026-11-05
Private Advisory Group LLC
35,050$2.7M0.1%GrowthMediumRedmond, WA2026-11-06
Baker Tilly Wealth Management, LLC
34,508$2.7M0.5%GrowthLowMadison, WI2026-10-05
Triumph Capital Management
33,784$2.6M0.5%ETFMediumDenver, CO2026-10-14
Strategy Asset Managers LLC
33,721$2.6M0.4%CoreLowPasadena, CA2026-10-14
Sutton Place Investors LLC
33,107$2.6M1.2%ETFLowArmonk, NY2026-10-20
Quadcap Wealth Management, LLC
32,940$2.6M0.2%ETFLowFrisco, TX2026-11-02
Alpha Advisors, LLC
32,631$2.5M1.8%ETFMediumRichmond, VA2026-10-19
J.W. Cole Advisors, Inc.
32,377$2.5M0.0%IndexLowTampa, FL2026-11-05
Tenet Wealth Partners, LLC
31,637$2.4M1.7%ETFN/AChampaign, IL2026-10-19
Pettinga Financial Advisors LLC
31,450$2.4M0.4%ETFMediumEvansville, IN2026-10-13
Mills Wealth Advisors LLC
30,107$2.3M0.7%ETFMediumSouthlake, TX2026-10-22
Cypress Wealth Services, LLC
30,080$2.4M0.3%ETFLowPalm Desert, CA2026-10-21
LVZ, Inc.
29,564$2.3M0.2%ETFLowHolland, MI2026-10-20
Ariadne Wealth Management, LP
29,563$2.3M1.0%CoreLowSanta Barbara, CA2026-11-06
Integrated Advisors Network LLC
29,502$2.3M0.1%GrowthMediumDallas, TX2026-10-20
PNC Financial Services Group, Inc.
28,629$2.2M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ferguson Wellman Capital Management, Inc
28,607$2.2M0.0%CoreLowPortland, OR2026-10-05
Quad-Cities Investment Group, LLC
28,308$2.2M0.8%CoreLowDavenport, IA2026-10-16
SwitchPoint Financial Planning, LLC
28,004$2.2M1.2%ETFVery LowLehi, UT2026-11-02
TrustWell Financial Advisors, LLC
27,988$2.2M1.8%ETFMediumJacksonville, FL2026-10-15
Summit Wealth Group LLC / Co
27,871$2.2M0.1%ETFHighColorado Springs, CO2026-10-29
Kooman & Associates
27,657$2.1M0.6%ETFLowAltoona, PA2026-10-21
Resonant Capital Advisors, LLC
27,503$2.1M0.1%ETFLowMadison, WI2026-10-15
Verus Wealth Management, LLC
27,428$2.1M1.3%ETFLowDe Pere, WI2026-10-13
Cherry Tree Wealth Management, LLC
26,909$2.1M0.4%ETFVery LowMinnetonka, MN2026-10-15
Wedbush Securities Inc
26,552$2.1M0.1%CoreLowPasadena, CA2026-10-22
Stewardship Concepts Financial Services LLC
26,506$2.1M1.3%ETFLowSpokane, WA2026-10-06
Elevate Wealth Advisory, Inc
26,405$2.0M1.1%ETFVery LowAthens, GA2026-10-29
Elevation Wealth Partners, LLC
25,762$2.0M0.6%ETFLowWalnut Creek, CA2026-10-07
Petersen Hastings Wealth Advisors Inc.
25,290$2.0M0.2%ETFLowKennewick, WA2026-10-27
CFS Investment Advisory Services, LLC
24,235$1.9M0.1%ETFMediumTotowa, NJ2026-10-19
Stevens Capital Partners
24,104$1.9M0.3%ETFVery LowOmaha, NE2026-10-29
Moody National Bank Trust Division
23,603$1.8M0.2%CoreMediumGalveston, TX2026-10-06
Shearwater Capital LLC
23,473$1.8M0.9%ETFVery LowDenver, CO2026-10-13
JFS Wealth Advisors, LLC
23,234$1.8M0.1%ETFVery LowHermitage, PA2026-11-03
Graves Light Lenhart Wealth, Inc.
23,185$1.8M0.2%ETFVery LowHarrisonburg, VA2026-10-09
Diversify Advisory Services, LLC
23,081$1.8M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,081$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Rockwood Wealth Management, LLC
23,008$1.8M0.1%ETFVery LowNew Hope, PA2026-10-27
Vermillion Wealth Management, Inc.
22,692$1.8M2.0%ValueLowRosemount, MN2026-10-26
IFP Advisors, Inc
22,574$1.7M0.0%GrowthLowTampa, FL2026-10-16
Lauterbach Financial Advisors, LLC
22,252$1.7M0.7%ETFVery LowEl Paso, TX2026-10-21
Quantum Financial Advisors, LLC
22,215$1.7M0.2%ETFLowSanta Monica, CA2026-11-03
Asset Advisory Group, Inc.
22,144$1.7M0.7%CoreVery LowKinnelon, NJ2026-10-20
Concord Wealth Partners
21,514$1.7M0.2%GrowthLowAbingdon, VA2026-11-02
Samalin Investment Counsel, LLC
20,943$1.6M0.5%YieldMediumChappaqua, NY2026-10-23
USAdvisors Wealth Management, LLC
20,025$1.6M1.8%ETFLowEden Prairie, MN2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
19,699$1.5M1.2%ETFVery LowLynchburg, VA2026-10-27
Apollon Financial, LLC
19,663$1.5M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Maryland State Retirement & Pension System
19,504$1.5M0.0%IndexVery LowBaltimore, MD2026-11-05
Embree Financial Group
19,380$1.5M0.1%ETFLowChicago, IL2026-10-22
Clarity Capital Advisors, LLC
19,225$1.5M0.6%ETFVery LowLakewood Ranch, FL2026-10-27
WMS Group LLC
19,115$1.5M1.8%GrowthMediumFolsom, LA2026-11-06
Retirement Guys Formula LLC
18,906$1.5M0.5%CoreMediumMaumee, OH2026-10-26
Sima Wealth Partners, LLC
18,838$1.5M1.0%ETFVery LowRichmond, VA2026-10-19
Virtue Asset Management LLC
18,657$1.4M1.0%CoreLowBarrington, IL2026-10-21
MCF Advisors LLC
18,449$1.4M0.1%ETFLowLexington, KY2026-10-28
AWM Capital, LLC
18,274$1.4M0.1%ETFLowPhoenix, AZ2026-10-16
Pinnacle Bancorp, Inc.
17,980$1.4M0.4%CoreVery LowBeatrice, NE2026-10-21
Warwick Investment Management, Inc.
17,979$1.4M0.2%ETFLowBryan, TX2026-10-19
Semitam Bonam LLC
17,955$1.4M1.0%ETFVery LowGoshen, NY2026-10-27
Naples Global Advisors, LLC
17,955$1.4M0.1%CoreVery LowNaples, FL2026-11-05
Bedel Financial Consulting, Inc.
17,860$1.4M0.1%Agg GrowthVery LowIndianapolis, IN2026-11-06
Trace Wealth Advisors, LLC
17,822$1.4M1.0%ETFVery LowLos Angeles, CA2026-10-30
Central Trust Co
17,663$1.4M0.0%CoreLowJefferson City, MO2026-11-05
Institute for Wealth Management, Llc.
17,625$1.4M0.1%GrowthLowDenver, CO2026-11-06
Eagle Strategies LLC
17,600$1.4M0.1%ETFLowNew York, NY2026-10-16
Clark Asset Management, LLC
17,520$1.4M0.1%ETFVery LowStratham, NH2026-10-19
Intelligence Driven Advisers, LLC
16,952$1.3M0.2%ETFLowCarlsbad, CA2026-10-09
SpringVest Wealth Management LLC
16,471$1.3M0.8%ETFLowDallas, TX2026-10-27
US Bancorp \de\
16,323$1.3M0.0%IndexLowMinneapolis, MN2026-11-05
Capital Investment Advisory Services, LLC
16,060$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
marrick wealth, LLC
15,940$1.2M0.9%ETFVery LowIrvine, CA2026-10-20
Donalies Financial Planning, LLC
15,833$1.2M0.9%ETFVery LowWashington, DC2026-10-19
Parkside Financial Bank & Trust
15,593$1.2M0.1%CoreVery LowSaint Louis, MO2026-10-27
Wealth Advisors Northwest LLC
15,443$1.2M0.4%ETFLowPortland, OR2026-10-29
John A. Wolfe & Associates, Inc.
15,412$1.2M1.5%ETFLowPortage, MI2026-11-06
Squire Investment Management Company, LLC
15,042$1.2M0.3%ETFVery LowOrem, UT2026-11-03
Opus Capital Group, LLC
15,015$1.2M0.4%ETFVery LowCincinnati, OH2026-10-30
SBK Financial, Inc.
14,986$1.2M0.6%N/AN/ARichmond, VA2026-11-02
Ironwood Financial, llc
14,911$1.2M0.2%ETFLowTucson, AZ2026-10-20
Fifth Third Securities, Inc.
14,781$1.1M0.1%ETFLowCincinnati, OH2026-10-21
E6 Portfolios, LLC
14,778$1.1M0.9%ETFLowMidvale, UT2026-10-26
XY Planning Network, Inc.
14,742$1.1M0.1%ETFLowBozeman, MT2026-10-14
CX Institutional
14,553$1.1K0.0%CoreMediumAuburn, IN2026-10-02
Everest Financial Group LLC
14,441$1.1M0.1%GrowthVery LowMinneapolis, MN2026-11-06
Verus Financial Partners, Inc.
14,209$1.1M0.1%ETFVery LowRichmond, VA2026-10-29
ARK & TLK Investments, LLC
14,044$1.1M0.3%ETFLowOklahoma City, OK2026-10-20
Wingate Wealth Advisors, Inc.
13,902$1.1M0.4%ETFVery LowLexington, MA2026-10-26
Valmark Advisers, Inc.
13,800$1.1M0.0%ETFVery LowAkron, OH2026-11-06
CWS Financial Advisors, LLC
13,626$1.1M0.2%ETFVery LowKalamazoo, MI2026-10-16
Werba Rubin Papier Wealth Management
13,212$1.0M0.1%ETFLowSan Jose, CA2026-11-06
RED Lighthouse Investment Management, LLC
12,521$969.4K0.3%ETFVery LowHillsdale, NY2026-11-02
Northwest Wealth Advisors, LLC
12,481$966.2K0.5%ETFVery LowBellingham, WA2026-11-02
IFG Advisors, LLC
12,454$964.2K0.1%ETFVery LowSt. Louis, MO2026-10-15
Community Bank, N.A.
12,233$947.1K0.1%CoreVery LowDewitt, NY2026-11-06
Opulen Financial Group LLC
12,131$939.2K0.6%ETFVery LowArlington, VA2026-10-22
Compound Planning, Inc.
11,956$925.6K0.0%CoreLowNew York, NY2026-11-05
Granville Capital, Inc.
11,866$918.7K0.4%ETFVery LowGreensboro, NC2026-11-05
Websterrogers Financial Advisors, LLC
11,667$903.3K0.2%ETFVery LowFlorence, SC2026-11-02
Cambridge Capital Management, LLC
11,656$902.4K0.3%ETFVery LowO'Fallon, IL2026-10-19
Fiduciary Alliance LLC
11,591$897.4K0.1%CoreMediumGreenville, SC2026-10-13
Claro Advisors Inc.
11,588$897.2K0.1%CoreLowBoston, MA2026-11-02
Abacus Wealth Partners, LLC
11,565$895.3K0.1%ETFLowSanta Monica, CA2026-11-03
Keybank National Association
11,489$889.5K0.0%CoreLowBrooklyn, OH2026-11-04
Weaver Consulting Group
11,271$872.6K0.2%ETFLowHuntington Beach, CA2026-10-07
Avidian Wealth Enterprises, LLC
11,263$872.0K0.0%ETFLowHouston, TX2026-10-08
25 LLC
11,138$862.3K0.2%ETFLowSt. Louis, MO2026-10-13
Robertson Stephens Wealth Management, LLC
11,042$854.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Seamount Financial Group Inc
10,657$825.1K0.3%ETFLowColorado Springs, CO2026-10-21
CWA Asset Management Group, LLC
10,646$824.2K0.0%CoreMediumNaples, FL2026-10-19
Selective Wealth Management, Inc.
10,577$828.8K0.2%ETFLowForest, VA2026-10-16
Lido Advisors, LLC
10,432$807.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Ocean Park Asset Management, LLC
10,400$805.2K0.0%ETFLowSanta Monica, CA2026-10-21
BCO Wealth Management LLC
10,281$796.0K0.4%ETFLowCarlsbad, NM2026-10-14
Smith Chas P & Associates PA Cpas
10,171$789.1K0.0%CoreVery LowLakeland, FL2026-10-22
Wedmont Private Capital
10,088$787.9K0.0%IndexVery LowWest Chester, PA2026-10-09
First County Bank
9,943$769.8K0.4%GrowthLowStamford, CT2026-10-13
Perigon Wealth Management, LLC
9,812$759.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Clear Creek Financial Management, LLC
9,567$740.7K0.1%ETFMediumSilverdale, WA2026-10-28
CRA Financial Services, LLC
9,437$730.6K0.1%ETFVery LowNorthfield, NJ2026-10-16
Prudent Man Investment Management, Inc.
9,387$726.7K0.2%ETFVery LowLouisville, CO2026-11-03
SJS Investment Consulting Inc.
9,297$719.8K0.1%ETFVery LowSylvania, OH2026-10-26
Kavar Capital Partners Group, LLC
9,278$718.3K0.1%CoreLowLeawood, KS2026-11-06
Diversified Portfolios, Inc.
9,157$708.9K0.0%ETFLowBloomfield Hills, MI2026-11-04
M.E. Allison & Co., Inc.
9,095$704.1K0.4%CoreLowSan Antonio, TX2026-10-09
Prism Planning Partners LLC
8,981$695.3K0.7%ETFVery LowLibertyville, IL2026-10-27
Nova Financial LLC
8,972$694.6K0.3%N/AN/ATucson, AZ2026-11-04
StrongBox Wealth, LLC
8,914$690.1K0.2%GrowthLowLee'S Summit, MO2026-11-02
Peavine Capital, LLC
8,891$688.3K0.2%ETFMediumReno, NV2026-10-13
Professional Financial Advisors, LLC
8,856$685.6K0.1%ETFMediumNorth Platte, NE2026-10-13
Meridian Investment Counsel Inc.
8,799$681.2K0.2%GARPLowLafayette, CA2026-10-14
Acorn Wealth Advisors, LLC
8,796$681.0K0.2%ETFLowGrand Blanc, MI2026-10-19
Prospect Financial Group LLC
8,753$677.6K0.6%ETFVery LowArlington, VA2026-11-05
Apollon Wealth Management, LLC
8,716$674.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mullaney, Keating & Wright, Inc.
8,634$668.4K0.3%GrowthVery LowMiddletown, CT2026-10-19
Avior Wealth Management, LLC
8,610$666.6K0.0%ETFMediumOmaha, NE2026-10-13
Prairie Advisory, LLC
8,588$664.9K0.1%ETFN/ALeawood, KS2026-10-19
Financial Symmetry Inc
8,499$658.0K0.2%ETFVery LowRaleigh, NC2026-10-06
Forteris Wealth Management Inc.
8,389$649.5K0.5%ETFVery LowArmonk, NY2026-10-13
Simplicity Wealth,LLC
8,360$647.2K0.0%ETFLowSummit, NJ2026-10-23
Flagship Harbor Advisors, LLC
8,352$646.6K0.0%ETFMediumBoston, MA2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
8,145$630.6K0.1%ETFLowAthens, GA2026-10-28
Legacy Capital Wealth Partners, LLC
8,015$620.5K0.1%CoreMediumLittle Rock, AR2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
8,012$620.3K0.1%ETFLowYakima, WA2026-10-29
Private Trust Co NA
7,877$609.8K0.0%CoreLowCleveland, OH2026-10-20
Sincerus Advisory, LLC
7,747$599.8K0.4%ETFVery LowNew York, NY2026-10-09
Ascent Group, LLC
7,554$584.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Oppenheimer & Co Inc
7,495$580.3K0.0%CoreLowNew York, NY2026-10-26
M Holdings Securities, Inc.
7,457$577.0K0.2%ETFHighPortland, OR2026-11-03
MBE Wealth Management, LLC
7,409$573.6K0.2%ETFVery LowTomah, WI2026-10-26
PDS Planning, Inc
7,329$567.4K0.0%IndexVery LowDublin, OH2026-11-03
Peterson Wealth Advisors, LLC
7,030$544.3K0.1%ETFLowOrem, UT2026-10-08
Shore Point Advisors, LLC
6,908$534.9K0.2%ETFLowBrielle, NJ2026-10-14
Coston, McIsaac & Partners
6,780$525.0K0.1%YieldVery LowBar Harbor, ME2026-11-06
Stegent Equity Advisors, Inc.
6,779$524.8K0.4%ETFHighHouston, TX2026-10-13
Capital Management Associates, Inc
6,757$523.1K0.1%ETFLowMinneapolis, MN2026-10-20
Stone Summit Wealth LLC
6,737$521.6K0.1%ETFLowMiami, FL2026-10-14
Brighton Jones LLC
6,629$513.2K0.0%CoreVery LowSeattle, WA2026-11-03
Approach Retirement Advisors, LLC
6,577$509.2K0.4%ETFLowVestavia, AL2026-10-22
Tranquility Partners, LLC
6,534$507.2K0.2%CoreLowBrentwood, TN2026-10-20
Cross Staff Investments Inc
6,500$503.2K0.3%CoreVery LowPittsford, NY2026-10-22
Washington Trust Co
6,410$496.3K0.0%GrowthVery LowWesterly, RI2026-10-22
CogentBlue Wealth Advisors, LLC
6,402$495.6K0.5%ETFLowKnoxville, TN2026-10-09
Bill Few Associates, Inc.
6,368$493.0K0.1%CoreVery LowSewickley, PA2026-10-09
Accretive Wealth Partners, LLC
6,343$491.1K0.1%ETFVery LowParsippany, NJ2026-11-06
Bryn Mawr Trust Advisors, LLC
6,197$479.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Amarillo National Bank
6,076$470.4K0.1%ETFVery LowAmarillo, TX2026-10-23
MBM Wealth Consultants, LLC
6,065$469.6K0.1%ETFVery LowChesterfield, MO2026-10-20
Beacon Financial Advisory LLC
6,054$468.7K0.1%ETFLowCleveland, OH2026-10-16
B. Riley Wealth Advisors, Inc.
6,022$466.3K0.0%GrowthLowMemphis, TN2026-10-13
Bfsg, LLC
6,021$466.1K0.0%CoreLowIrvine, CA2026-10-30
Legacy Advisors, LLC
6,007$465.1K0.0%ETFLowPlymouth Meeting, PA2026-10-19
K2 Financial Inc.
5,794$452.9K0.3%ETFLowGlendora, CA2026-10-26
Sage Rhino Capital LLC
5,769$446.7K0.1%ETFLowMenlo Park, CA2026-10-28
Versant Capital Management, Inc
5,704$441.6K0.0%GARPLowPhoenix, AZ2026-10-02
Boyce & Associates Wealth Consulting, Inc.
5,685$440.1K0.3%ETFMediumCedar Park, TX2026-10-14
Cyndeo Wealth Partners, LLC
5,660$438.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Winebrenner Capital Management LLC
5,630$435.9K0.3%ETFLowLouisville, KY2026-10-07
Cornerstone Advisory, LLC
5,628$435.7K0.0%ETFVery LowHunt Valley, MD2026-11-06
UMB Bank, n.a.
5,576$431.7K0.0%CoreLowKansas City, MO2026-11-06
Accredited Investor Services, LLC
5,555$430.1K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Angeles Wealth Management, LLC
5,507$426.3K0.0%ETFLowSanta Monica, CA2026-10-26
RKL Wealth Management LLC
5,481$424.3K0.0%ETFVery LowLancaster, PA2026-10-16
Baker Avenue Asset Management, LP
5,412$419.0K0.0%GrowthLowSan Francisco, CA2026-11-06
Heartwood Wealth Advisors LLC
5,302$410.5K0.0%ETFLowRichmond, VA2026-10-05
Mustard Seed Financial, LLC
5,271$408.1K0.2%ETFLowMagnolia, AR2026-10-30
Joel Isaacson & Co., LLC
5,259$407.2K0.0%ETFVery LowNew York, NY2026-11-05
Quarry Hill Advisors, LLC
5,186$401.5K0.1%ETFVery LowSt Paul, MN2026-11-04
McClarren Financial Advisors, Inc.
5,163$399.7K0.2%ETFMediumState College, PA2026-10-15
Fisher Asset Management, LLC
5,107$395.4K0.0%CoreLowPlano, TX2026-11-06
Infinity Wealth Counsel, LLC
5,047$390.7K0.3%ETFVery LowLoveland, OH2026-10-15
Milestone Asset Management Group, LLC
4,985$386.0K0.2%ETFVery LowAvon, CT2026-10-20
Abacus Planning Group, Inc.
4,975$385.2K0.0%ETFLowColumbia, SC2026-11-02
Jnba Financial Advisors
4,964$384.3K0.0%ETFMediumBloomington, MN2026-11-03
Ethic Inc.
4,945$382.8K0.0%CoreLowNew York, NY2026-11-03
Meritas Wealth Management, LLC
4,814$372.7K0.1%ETFVery LowSan Rafael, CA2026-10-14
Montis Financial, LLC
4,800$371.6K0.1%ETFLowWaltham, MA2026-11-04
Arbor Wealth Advisors LLC
4,765$368.9K0.2%ETFVery LowTroy, MI2026-10-09
Norden Group LLC
4,757$368.3K0.0%GrowthMediumProvo, UT2026-10-20
Avant Financial Advisors LLC
4,704$364.2K0.2%ETFVery LowAustin, TX2026-11-02
Two West Capital Advisors LLC
4,697$365.5K0.2%ETFLowOverland Park, KS2026-10-15
Five Oceans Advisors
4,657$360.5K0.1%ETFVery LowCarlsbad, CA2026-10-22
Independent Financial Group, LLC
4,553$352.5K0.0%GrowthLowSan Diego, CA2026-10-13
Sigma Planning Corp
4,435$343.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
VestGen Advisors, LLC
4,430$343.0K0.0%GrowthMediumChicago, IL2026-10-27
Richards, Merrill & Peterson, Inc.
4,426$342.7K0.1%GrowthLowSpokane, WA2026-10-19
Prudent Investor Advisors, LLC
4,398$340.5K0.3%ETFN/AFolsom, CA2026-10-22
Gutierrez Wealth Advisory, LLC
4,367$338.1K0.2%ETFLowLittle Rock, AR2026-11-02
Silver Oak Advisory Group, Inc.
4,361$337.6K0.1%ETFVery LowPortland, OR2026-11-06
Wealth Enhancement Trust Services, Inc.
4,335$335.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Global Trust Wealth Management LLC
4,257$329.6K0.2%ETFMediumWest Palm Beach, FL2026-10-14
Valued Wealth Advisors LLC
4,156$321.7K0.1%IndexVery LowHolladay, UT2026-11-05
Old Peak Finance LLC
4,108$318.1K0.1%ETFVery LowChapel Hill, NC2026-11-02
One Way Holdings LLC
4,099$317.3K0.0%CoreMediumFlower Mound, TX2026-10-29
Towneley Capital Management, Inc / de
4,074$315.4K0.1%ETFVery LowLaguna Hills, CA2026-10-09
Busey Bank
4,043$313.0K0.0%GrowthVery LowUrbana, IL2026-10-26
SeaCrest Wealth Management, LLC
4,040$312.8K0.0%GrowthLowPurchase, NY2026-10-21
BOS Asset Management, LLC
4,006$310.1K0.1%ETFLowSpringfield, IL2026-10-09
Ridgewood Investments LLC
3,984$308.4K0.1%ValueMediumSpringfield, NJ2026-10-05
Avantax Planning Partners, Inc.
3,970$307.4K0.0%ETFLowDubuque, IA2026-11-03
Summit Asset Management, LLC
3,962$306.7K0.0%ETFLowMemphis, TN2026-11-05
Prime Capital Investment Advisors, LLC
3,945$305.4K0.0%ETFLowOverland Park, KS2026-10-20
Dhjj Financial Advisors, Ltd.
3,881$300.5K0.1%ETFVery LowNaperville, IL2026-10-23
MBL Wealth, LLC
3,738$289.4K0.0%ETFLowCharlotte, NC2026-10-22
Next Level Wealth Planning, LLC
3,659$283.3K0.1%ETFVery LowMeridian, ID2026-10-29
Compass Ion Advisors, LLC
3,617$280.1K0.0%ETFVery LowConshohocken, PA2026-10-23
Cascade Investment Group, Inc.
3,588$277.8K0.2%CoreLowColorado Springs, CO2026-10-13
Montz Harcus Wealth Management LLC
3,581$277.3K0.1%ETFVery LowNew Orleans, LA2026-10-09
3 Factor Indexing, LLC
3,578$277.0K0.2%ETFLowSacramento, CA2026-10-15
Burton Enright Welch
3,566$276.1K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Walleye Partners, LLC
3,534$273.6K0.3%ValueLowMadison, WI2026-10-13
RAM Investment Partners, LLC
3,342$258.7K0.0%ETFLowBellevue, WA2026-10-21
Regions Financial Corp
3,341$258.7K0.0%CoreLowBirmingham, AL2026-11-05
Family Investment Center, Inc.
3,320$257.0K0.0%ETFMediumSaint Joseph, MO2026-10-19
Opus Financial Solutions LLC
3,297$255.3K0.2%ETFLowDowners Grove, IL2026-11-06
Glenview Trust Co
3,235$250.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Tred Avon Family Wealth, LLC
3,210$248.5K0.1%CoreLowEaston, MD2026-10-20
WealthSpring Partners, LLC
3,155$244.2K0.3%ETFLowLong Beach, CA2026-10-14
Triad Wealth Partners, LLC
3,122$241.7K0.0%ETFMediumLawrence, KS2026-10-26
Arista Wealth Management, LLC
3,109$240.7K0.0%ETFMediumLas Vegas, NV2026-10-29
Oath Planning, LLC
3,106$240.5K0.2%ETFVery LowTulsa, OK2026-10-20
Caliber Wealth Management, LLC / KS
3,075$238.1K0.0%ETFLowOverland Park, KS2026-11-04
Oakworth Capital, Inc.
3,071$237.8K0.0%ETFLowBirmingham, AL2026-10-26
Quadrant Private Wealth Management, LLC
3,065$237.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Marino, Stram & Associates LLC
3,052$236.3K0.0%ETFVery LowBraintree, MA2026-10-22
Lantz Financial LLC
3,004$232.6K0.0%ETFLowNaperville, IL2026-10-15
Signaturefd, LLC
3,002$232.4K0.0%IndexLowAtlanta, GA2026-10-23
Caldwell Trust Co
2,985$231.1K0.0%GrowthLowVenice, FL2026-10-30
Schear Investment Advisers, LLC
2,903$224.7K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
2,903$224.7K0.0%Agg GrowthLowIndependence, OH2026-10-14
Madrona Financial Services, LLC
2,899$224.4K0.0%ETFLowEverett, WA2026-10-23
Facet Wealth, Inc.
2,844$220.2K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
McGrath & Associates, Inc.
2,778$215.1K0.2%ETFMediumAsheville, NC2026-10-27
Kathmere Capital Management, LLC
2,775$214.8K0.0%ETFLowWayne, PA2026-10-20
Fairvoy Private Wealth, LLC
2,765$214.1K0.0%GrowthMediumBirmingham, AL2026-10-19
Summit Financial Strategies, Inc.
2,747$212.7K0.0%ETFLowColumbus, OH2026-10-14
Trust Point Inc.
2,722$210.7K0.0%CoreMediumLa Crosse, WI2026-10-27
Elevated Financial Group LLC
2,697$208.8K0.1%ETFMediumIndianapolis, IN2026-10-16
SLT Holdings LLC
2,695$208.6K0.1%GrowthMediumScottsdale, AZ2026-10-15
WMG Financial Advisors, LLC
2,650$218.2K0.1%ETFLowKnoxville, TN2026-10-28
Stolz & Associates, PS
2,647$204.9K0.1%ETFLowTacoma, WA2026-11-05
Kennebec Savings Bank
2,589$200.4K0.2%CoreLowAugusta, ME2026-10-22
Ashton Thomas Private Wealth, LLC
2,409$186.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Newton One Investments LLC
2,326$180.1K0.0%ETFVery LowNewark, DE2026-10-14
Bokf, NA
1,963$152.0K0.0%CoreLowTulsa, OK2026-10-27
TFC Financial Management, Inc.
1,806$139.8K0.0%ETFVery LowBoston, MA2026-10-26
Gamma Investing LLC
1,722$133.3K0.0%IndexVery LowFoster City, CA2026-10-08
Rachor Investment Advisory Services, LLC
1,722$133.3K0.1%ETFVery LowLinden, MI2026-10-29
Fairman Group, LLC
1,572$121.7K0.1%ETFLowChesterbrook, PA2026-10-26
Sawyer & Company, Inc
1,565$121.2K0.0%GrowthLowBoston, MA2026-10-21
True Wealth Design, LLC
1,539$119.2K0.0%ETFMediumAkron, OH2026-10-13
Center for Financial Planning, Inc.
1,518$117.5K0.0%ETFLowSouthfied, MI2026-10-26
Wilmington Savings Fund Society, FSB
1,442$111.6K0.0%CoreLowWilmington, DE2026-10-23
Abound Wealth Management
1,323$102.4K0.0%ETFVery LowFranklin, TN2026-10-26
Trust Co of Vermont
1,165$90.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hilltop National Bank
1,109$85.9K0.0%CoreLowCasper, WY2026-10-14
Meriwether Wealth & Planning, LLC
935$72.4K0.0%ETFMediumMinden, LA2026-10-13
Foster Dykema Cabot & Partners, LLC
918$71.1K0.0%GrowthLowWaltham, MA2026-10-30
Lanark Financial, Inc.
915$70.9K0.0%CoreMediumBirmingham, AL2026-10-26
Clark Wealth Partners
842$65.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Marshall & Sterling Wealth Advisors Inc.
780$60.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Pacific Center for Financial Services
736$57.0K0.0%ETFMediumDanville, CA2026-10-15
Golden State Wealth Management, LLC
735$57.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Tradewinds Capital Management, LLC
727$56.3K0.0%ETFVery HighBellingham, WA2026-10-23
BankChampaign, National Association
683$52.9K0.0%GrowthMediumChampaign, IL2026-10-19
Blue Trust, Inc.
672$52.0K0.0%ETFLowBrentwood, TN2026-10-15
Grove Bank & Trust
649$50.2K0.0%ETFLowMiami, FL2026-10-08
Peterson Wealth Management
645$49.9K0.0%ETFMediumSparks, NV2026-11-06
Farmers & Merchants Investments Inc
618$47.8K0.0%CoreVery LowLincoln, NE2026-10-22
Chilton Capital Management LLC
600$46.5K0.0%GrowthMediumHouston, TX2026-10-28
First United Bank & Trust
585$45.3K0.0%CoreLowOakland, MD2026-10-22
Cullen T Bankers, Inc.
574$44.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Russell Investments Group, Ltd.
427$33.1K0.0%CoreLowSeattle, WA2026-11-06
Ascentis Independent Advisors
387$30.0K0.0%ETFLowDallas, TX2026-11-03
Gleason Group, Inc.
379$29.4K0.0%ETFVery LowProspect, KY2026-10-15
City State Bank
375$29.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
American Capital Advisory, LLC
350$27.1K0.0%ETFLowKetchum, ID2026-10-28
First Community Trust NA
318$24.6K0.0%GrowthLowDubuque, IA2026-10-07
Pittenger & Anderson Inc
312$24.1K0.0%CoreLowLincoln, NE2026-11-02
Southern Michigan Bank & Trust
293$22.7K0.0%ETFLowColdwater, MI2026-10-19
United Community Bank
270$20.9K0.0%CoreLowGreenville, SC2026-10-28
SYM Financial Corp
254$19.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Compass Financial Management LLC
227$17.6K0.0%CoreN/ATampa, FL2026-10-30
Westside Investment Management, Inc.
200$15.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Catherine Avery Investment Management LLC
198$15.3K0.0%CoreMediumLongboat Key, FL2026-10-14
Comprehensive Financial Planning, Inc.
195$15.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Morling Financial Advisors, LLC
192$14.9K0.0%ETFLowFremont, CA2026-10-28
Birch Financial Group, LLC
180$14.0K0.0%CoreLowKeene, NH2026-10-27
Kings Path Partners LLC
148$11.5K0.0%ETFVery LowSugar Land, TX2026-10-21
First Horizon Corp
103$8.0K0.0%CoreLowMemphis, TN2026-10-26
Private Wealth Management Group, LLC
77$6.0K0.0%ETFLowPrinceton, NJ2026-10-19
Cranbrook Wealth Management, LLC
50$3.9K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
CoreCap Advisors, LLC
35$2.7K0.0%ETFMediumSouthfield, MI2026-10-08
Cornerstone National Bank & Trust Co
24$1.9K0.0%ETFMediumPalatine, IL2026-10-20
Citigroup Inc
1$770.0%CoreMediumNew York, NY2026-11-04