Dimensional US Target Value (DFAT)

				Style	Turnover	Location	Filed
Creative Planning	13,094,561	$870.0M	0.5%	Index	Very Low	Overland Park, KS	2026-11-02
Forum Financial Management, LP	10,399,775	$691.0M	9.0%	ETF	Low	Lombard, IL	2026-10-16
Index Fund Advisors, Inc.	6,268,395	$416.5M	17.6%	ETF	Very Low	Irvine, CA	2026-11-05
Savant Capital, LLC	5,799,238	$385.3M	1.1%	Index	Very Low	Rockford, IL	2026-11-06
Asset Dedication, LLC	2,653,293	$176.3M	10.9%	ETF	Low	San Francisco, CA	2026-11-03
Willow Creek Wealth Management Inc.	2,257,538	$150.0M	9.9%	ETF	Very Low	Sebastopol, CA	2026-10-26
Apella Capital, LLC	2,045,430	$137.2M	1.7%	ETF	Very Low	West Hartford, CT	2026-10-08
Trust Co of the South	1,629,605	$108.3M	15.2%	ETF	Low	Greensboro, NC	2026-10-21
Wealth Enhancement Advisory Services, LLC	1,321,133	$86.8M	0.1%	Core	Low	Plymouth, MN	2026-10-13
Sensible Money, LLC	1,145,671	$76.1M	19.6%	ETF	Very Low	Scottsdale, AZ	2026-10-20
Evanson Financial, LLC	1,062,046	$70.6M	3.5%	ETF	N/A	Mclean, VA	2026-10-23
Abacus Wealth Partners, LLC	978,361	$65.0M	7.3%	ETF	Low	Santa Monica, CA	2026-11-03
Great Waters Wealth Management	942,310	$62.6M	5.6%	ETF	Very Low	Shoreview, MN	2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	919,747	$61.1M	0.8%	Growth	Very Low	Seattle, WA	2026-10-27
Joel Isaacson & Co., LLC	827,086	$55.0M	1.6%	ETF	Very Low	New York, NY	2026-11-05
Bayshore Asset Management, LLC	825,077	$55.6M	19.6%	ETF	Very Low	Coral Gables, FL	2026-11-03
Modera Wealth Management, LLC	760,085	$50.5M	0.5%	ETF	Very Low	Westwood, NJ	2026-10-28
Phillips Financial Management, LLC	731,786	$48.6M	3.7%	ETF	Very Low	Fort Wayne, IN	2026-10-19
Plancorp, LLC	727,102	$50.9M	1.2%	ETF	Low	Saint Louis, MO	2026-11-03
RW Investment Management LLC	722,031	$48.0M	4.2%	ETF	Low	Eagle, ID	2026-11-03
SAX Wealth Advisors, LLC	711,697	$47.3M	1.3%	ETF	Very Low	Parsippany, NJ	2026-10-13
Three Arch Wealth Management LLC	709,186	$47.1M	7.5%	ETF	Very Low	Irvine, CA	2026-10-20
Aspen Wealth Management LLC	598,413	$39.8M	6.3%	ETF	Low	Fort Worth, TX	2026-10-14
Richard Young Associates, Ltd.	594,920	$39.5M	25.6%	ETF	Very Low	Augusta, GA	2026-11-03
Financial Harvest, LLC	561,422	$37.3M	17.5%	ETF	Very Low	Winter Park, FL	2026-10-15
Allen Capital Group, LLC	558,059	$37.1M	3.0%	Core	Low	Grand Island, NE	2026-10-27
Assetmark, Inc	558,042	$37.1M	0.1%	ETF	Low	Concord, CA	2026-10-21
Summit Financial Strategies, Inc.	544,661	$36.2M	2.5%	ETF	Low	Columbus, OH	2026-10-14
EnRich Financial Partners LLC	497,934	$33.1M	8.0%	ETF	Very Low	Madison, WI	2026-10-21
Babb Wealth Advisors LLC	471,678	$31.3M	14.6%	ETF	Very Low	Flagstaff, AZ	2026-10-30
NorthAvenue LLC	463,122	$30.8M	21.7%	ETF	Very Low	Columbus, OH	2026-10-29
TCI Wealth Advisors, Inc.	450,552	$29.9M	1.2%	ETF	Low	Tucson, AZ	2026-10-30
Conrad Siegel Investment Advisors, Inc.	445,301	$29.6M	4.8%	ETF	Low	Harrisburg, PA	2026-10-08
Disciplined Equity Management, Inc.	431,417	$28.7M	12.6%	ETF	Very Low	Neptune Beach, FL	2026-10-14
Squire Investment Management Company, LLC	430,979	$28.6M	6.7%	ETF	Very Low	Orem, UT	2026-11-03
Watchman Group, Inc.	427,201	$28.4M	6.5%	ETF	Low	Plano, TX	2026-10-16
Forvis Mazars Wealth Advisors, LLC	418,710	$27.8M	0.5%	ETF	Very Low	Springfield, MO	2026-10-13
TFC Financial Management, Inc.	410,547	$27.3M	3.1%	ETF	Very Low	Boston, MA	2026-10-26
Master's Wealth Management Inc.	408,742	$27.2M	7.9%	ETF	Medium	Lancaster, PA	2026-10-22
Cambridge Financial Group, LLC	405,762	$28.4M	8.9%	ETF	Low	Tucson, AZ	2026-10-06
Meritas Wealth Management, LLC	398,830	$26.5M	9.5%	ETF	Very Low	San Rafael, CA	2026-10-14
Lauterbach Financial Advisors, LLC	381,992	$25.4M	10.8%	ETF	Very Low	El Paso, TX	2026-10-21
Eclectic Associates Inc	375,128	$24.9M	2.8%	ETF	Very Low	Fullerton, CA	2026-10-09
Foster Group, Inc.	374,584	$24.9M	0.7%	ETF	Very Low	Urbandale, IA	2026-10-13
Sterling Wealth Management, Inc.	374,049	$24.9M	6.4%	ETF	Low	Champaign, IL	2026-10-23
Triune Financial Partners, LLC	372,285	$24.7M	5.1%	ETF	Very Low	Overland Park, KS	2026-11-03
Mission Wealth Management, LP	371,013	$24.7M	0.4%	ETF	Low	Santa Barbara, CA	2026-10-15
Truist Financial Corp	346,679	$23.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Guardian Wealth Management, LLC	336,045	$22.3M	6.3%	ETF	Very Low	Chattanooga, TN	2026-10-14
Farther Finance Advisors, LLC	332,689	$22.1M	0.2%	Index	Low	San Francisco, CA	2026-10-08
RS Crum Inc.	327,573	$21.8M	4.1%	ETF	Very Low	Newport Beach, CA	2026-10-19
Park Avenue Securities LLC	310,308	$20.6M	0.3%	ETF	Medium	New York, NY	2026-10-26
Elser Financial Planning, Inc	305,681	$20.3M	0.9%	GARP	Low	Indianapolis, IN	2026-10-16
BlueSky Wealth Advisors, LLC	300,907	$20.0M	2.3%	ETF	Medium	New Bern, NC	2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC	300,449	$20.0M	9.3%	ETF	Very Low	Daytona Beach, FL	2026-11-03
Cambridge Investment Research Advisors, Inc.	294,630	$19.6M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
RF&L Wealth Management, LLC	285,729	$19.0M	12.8%	ETF	Very Low	Acton, MA	2026-10-20
McMill Wealth Management	277,318	$18.4M	4.2%	Deep Value	High	Norfolk, NE	2026-11-05
Tiller Private Wealth, Inc.	272,930	$18.1M	5.7%	ETF	Very Low	Bethlehem, PA	2026-10-26
Visionary Wealth Advisors	269,725	$17.9M	0.7%	ETF	Low	O'Fallon, IL	2026-11-04
Quantum Financial Advisors, LLC	264,253	$17.6M	1.7%	ETF	Low	Santa Monica, CA	2026-11-03
Altiora Financial Group, LLC	236,317	$15.7M	2.6%	ETF	Low	Lebanon, OH	2026-11-04
Olio Financial Planning	235,909	$15.7M	3.9%	ETF	Very Low	Mclean, VA	2026-10-22
Navigoe, LLC	220,025	$14.6M	7.9%	ETF	Very Low	Redondo Beach, CA	2026-11-04
HMV Wealth Advisors, LLC	217,887	$14.5M	5.5%	ETF	Very Low	Shreveport, LA	2026-10-27
JDH Wealth Management, LLC	213,607	$14.2M	8.6%	ETF	Very Low	Santa Rosa, CA	2026-10-20
Wealth Management Nebraska	205,684	$13.7M	1.2%	ETF	Low	Norfolk, NE	2026-10-26
ShankerValleau Wealth Advisors, Inc.	205,195	$13.6M	3.6%	ETF	Very Low	Skokie, IL	2026-10-16
Andrews, Lucia Wealth Management LLC	199,829	$13.3M	7.3%	ETF	Very Low	Danville, CA	2026-11-02
Kings Path Partners LLC	197,408	$13.1M	3.5%	ETF	Very Low	Sugar Land, TX	2026-10-21
Navigation Group, LLC	189,841	$12.6M	2.5%	ETF	Very Low	Redwood City, CA	2026-10-28
Capstone Wealth Management, LLC	189,194	$12.6M	5.8%	ETF	Low	Tuscaloosa, AL	2026-11-02
Moisand Fitzgerald Tamayo, LLC	182,458	$12.1M	1.2%	ETF	Very Low	Orlando, FL	2026-10-15
Spire Wealth Management	180,026	$12.0M	0.4%	Growth	Medium	Mclean, VA	2026-10-30
Larson Financial Group LLC	175,051	$11.6M	0.3%	Growth	Low	St Louis, MO	2026-11-05
Robertson Stephens Wealth Management, LLC	175,027	$11.6M	0.3%	ETF	Medium	San Francisco, CA	2026-10-16
Pioneer Wealth Management Group	172,602	$11.5M	2.7%	ETF	Low	Austin, TX	2026-10-09
Baker Tilly Wealth Management, LLC	169,169	$11.2M	2.2%	Growth	Low	Madison, WI	2026-10-05
New England Private Wealth Advisors LLC	155,167	$10.3M	1.0%	ETF	Very Low	Wellesley, MA	2026-10-19
McKinley Carter Wealth Services, Inc.	153,938	$10.2M	0.5%	ETF	Medium	Wheeling, WV	2026-10-16
Regions Financial Corp	150,378	$10.0M	0.1%	Core	Low	Birmingham, AL	2026-11-05
Omni 360 Wealth, Inc.	148,056	$9.8M	4.5%	ETF	Low	Plainsboro, NJ	2026-10-13
Pillar Financial Advisors, LLC	145,545	$9.7M	5.3%	ETF	Very Low	Louisville, KY	2026-10-21
City State Bank	143,893	$9.6M	2.2%	Growth	Very Low	Norwalk, IA	2026-10-20
Legacy Financial Group, Inc.	143,283	$9.5M	2.1%	ETF	Low	Tulsa, OK	2026-10-21
Austin Asset Management Co Inc	142,295	$9.5M	1.3%	ETF	Very Low	Austin, TX	2026-10-29
D.A. Davidson & Co.	141,215	$9.4M	0.1%	Core	Low	Great Falls, MT	2026-10-28
Juncture Wealth Strategies, LLC	137,257	$9.1M	2.3%	ETF	Low	Scottsdale, AZ	2026-10-06
Twin Cities Retirement Group LLC	137,230	$9.1M	7.6%	ETF	Very Low	Plymouth, MN	2026-10-16
Mather Group, Llc.	134,141	$8.9M	0.1%	ETF	Medium	Chicago, IL	2026-10-14
Quantum Financial Planning Services, Inc.	130,663	$8.7M	2.4%	ETF	Very Low	Spokane, WA	2026-10-14
Lakeshore Financial Planning, Inc.	127,537	$8.5M	2.6%	ETF	Low	St. Clair Shores, MI	2026-10-13
Kestra Advisory Services, LLC	126,959	$8.4M	0.0%	Core	Low	Austin, TX	2026-11-02
DiNuzzo Private Wealth, Inc.	126,664	$8.4M	0.8%	ETF	Low	Beaver, PA	2026-10-16
Timonier Family Office, Ltd.	123,644	$8.2M	2.9%	ETF	Very Low	Winston Salem, NC	2026-11-03
Oppenheimer & Co Inc	121,266	$8.1M	0.1%	Core	Low	New York, NY	2026-10-26
Sachem Hill LLC	115,306	$7.7M	1.3%	ETF	Very Low	Denver, CO	2026-10-14
Valued Wealth Advisors LLC	108,130	$7.2M	2.5%	Index	Very Low	Holladay, UT	2026-11-05
Parkshore Wealth Management, Inc.	105,758	$7.0M	1.8%	ETF	Low	Granite Bay, CA	2026-10-13
Mills Wealth Advisors LLC	105,547	$7.0M	2.2%	ETF	Medium	Southlake, TX	2026-10-22
Weinberger Asset Management, Inc	103,505	$6.9M	2.2%	ETF	Very Low	Los Angeles, CA	2026-10-28
Northwest Wealth Management, LLC	102,178	$6.8M	0.9%	ETF	Low	Spencer, IA	2026-10-30
Indivisible Partners	101,803	$6.8M	0.3%	Growth	Medium	Clearwater, FL	2026-10-26
Vestment Financial LLC	98,574	$6.5M	2.9%	ETF	Very Low	Chanhassen, MN	2026-10-13
Ferguson Johnson Wealth Management Inc	96,264	$6.4M	4.6%	ETF	Very Low	Rockville, MD	2026-11-05
Cogent Strategic Wealth LLC	95,410	$6.3M	6.0%	ETF	Low	Chicago, IL	2026-10-22
Commonwealth Equity Services, LLC	94,452	$6.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
SwitchPoint Financial Planning, LLC	92,511	$6.1M	3.4%	ETF	Very Low	Lehi, UT	2026-11-02
Burk Holdings LLC	92,478	$6.1M	2.1%	ETF	Very Low	Tulsa, OK	2026-11-05
Greenspring Advisors, LLC	89,481	$5.9M	0.3%	ETF	Very Low	Towson, MD	2026-11-05
InTrack Investment Management Inc	88,610	$5.9M	2.8%	Growth	Medium	South Burlington, VT	2026-10-15
Aviance Capital Partners, LLC	87,565	$5.8M	0.6%	Core	Low	Naples, FL	2026-10-29
Cherry Tree Wealth Management, LLC	87,247	$5.8M	1.1%	ETF	Very Low	Minnetonka, MN	2026-10-15
Maryland Capital Advisors Inc.	85,594	$5.7M	1.8%	ETF	Very Low	Chester, MD	2026-10-15
CogentBlue Wealth Advisors, LLC	84,613	$5.6M	5.2%	ETF	Low	Knoxville, TN	2026-10-09
Merit Financial Group, LLC	83,276	$5.5M	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
RED Lighthouse Investment Management, LLC	81,183	$5.4M	1.6%	ETF	Very Low	Hillsdale, NY	2026-11-02
Shearwater Capital LLC	80,954	$5.4M	2.5%	ETF	Very Low	Denver, CO	2026-10-13
Factor Wealth Management LTD	79,223	$5.3M	0.8%	ETF	Low	Chicago, IL	2026-10-08
SC&H Financial Advisors, Inc.	74,087	$4.9M	0.7%	ETF	Very Low	Hunt Valley, MD	2026-10-14
RTD Financial Advisors, Inc.	74,049	$4.9M	0.5%	ETF	Low	Philadelphia, PA	2026-10-09
Physician Wealth Solutions Inc.	73,187	$4.9M	1.9%	ETF	Low	North Las Vegas, NV	2026-10-14
Axxcess Wealth Management, LLC	73,152	$4.9M	0.2%	Core	Low	Carlsbad, CA	2026-10-21
Verdence Capital Advisors LLC	72,145	$4.8M	0.2%	Core	Medium	Hunt Valley, MD	2026-10-26
Frankly Finances, LLC	71,580	$4.8M	3.7%	ETF	Very Low	Winter Park, FL	2026-10-28
Pacific Asset Management, LLC	70,341	$4.7M	2.3%	ETF	Very Low	Gig Harbor, WA	2026-10-15
Integras Partners LLC	69,821	$4.6M	2.6%	Core	Low	Alpharetta, GA	2026-10-30
Diversified Portfolios, Inc.	69,185	$4.6M	0.3%	ETF	Low	Bloomfield Hills, MI	2026-11-04
Evensky & Katz LLC	68,871	$4.6M	0.6%	ETF	Very Low	Coral Gables, FL	2026-10-27
Woodward Financial Advisors, Inc.	68,701	$4.6M	1.8%	ETF	Very Low	Chapel Hill, NC	2026-10-19
Rooted Wealth Advisors, Inc.	68,695	$4.8M	1.2%	ETF	Low	Bourbonnais, IL	2026-11-03
Level Financial Advisors	68,397	$4.5M	1.0%	ETF	Low	East Amherst, NY	2026-10-13
Elevate Wealth Advisory, Inc	68,215	$4.5M	2.3%	ETF	Very Low	Athens, GA	2026-10-29
Private Wealth Management Group, LLC	67,239	$4.5M	1.0%	ETF	Low	Princeton, NJ	2026-10-19
1900 Wealth Management LLC	66,185	$4.4M	0.2%	ETF	Low	San Antonio, TX	2026-10-13
Belleair Asset Management, LLC	62,953	$4.2M	3.5%	ETF	Very Low	Belleair Bluffs, FL	2026-11-03
Klingman & Associates, LLC	62,861	$4.2M	0.2%	ETF	Very Low	New York, NY	2026-10-20
Strategent Financial, LLC	60,723	$4.0M	2.0%	ETF	Low	Harrisonburg, VA	2026-10-30
Signature Estate & Investment Advisors LLC	60,588	$4.0M	0.1%	ETF	Medium	Los Angeles, CA	2026-10-13
Burton Enright Welch	60,383	$4.0M	0.4%	ETF	Very Low	Walnut Creek, CA	2026-11-04
Compound Planning, Inc.	59,231	$3.9M	0.1%	Core	Low	New York, NY	2026-11-05
Live Oak Private Wealth LLC	57,751	$3.8M	0.5%	Value	Low	Wilmington, NC	2026-11-02
Forteris Wealth Management Inc.	55,977	$3.7M	3.1%	ETF	Very Low	Armonk, NY	2026-10-13
Vise Technologies, Inc.	55,745	$3.7M	0.0%	Index	Low	New York, NY	2026-10-29
Simplicity Wealth,LLC	52,561	$3.5M	0.1%	ETF	Low	Summit, NJ	2026-10-23
Symmetry Partners, LLC	51,910	$3.4M	0.2%	ETF	Low	Glastonbury, CT	2026-10-27
Kane Co Wealth Management, Inc.	51,614	$3.4M	2.7%	ETF	Very Low	Johnston, IA	2026-11-04
Advisory Solutions Group, LLC	51,571	$3.4M	0.7%	ETF	N/A	Plymouth, MN	2026-10-14
Activest Wealth Management	49,044	$3.3M	0.6%	ETF	Low	Aventura, FL	2026-10-15
BluePrint Investing LLC	48,553	$3.2M	2.5%	ETF	Low	San Francisco, CA	2026-10-14
RFG Advisory, LLC	47,465	$3.2M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Redwood Park Advisors LLC	47,216	$3.1M	2.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Apollon Wealth Management, LLC	46,643	$3.1M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Werba Rubin Papier Wealth Management	46,441	$3.1M	0.4%	ETF	Low	San Jose, CA	2026-11-06
CFS Investment Advisory Services, LLC	46,417	$3.2M	0.2%	ETF	Medium	Totowa, NJ	2026-10-19
Sound Portfolio Advisors, LLC	46,297	$3.1M	2.2%	ETF	Medium	Mystic, CT	2026-11-05
Financial Consulate, Inc	45,387	$3.0M	0.3%	ETF	Low	Hunt Valley, MD	2026-10-23
Avant Financial Advisors LLC	43,476	$2.9M	1.8%	ETF	Very Low	Austin, TX	2026-11-02
Sigma Planning Corp	42,819	$2.8M	0.1%	Growth	Medium	Ann Arbor, MI	2026-10-23
Long Island Wealth Management, Inc.	42,123	$2.8M	1.1%	ETF	Low	Melville, NY	2026-10-20
TruNorth Capital Management, LLC	41,892	$2.8M	0.4%	ETF	Low	Kalamazoo, MI	2026-10-14
XY Planning Network, Inc.	41,525	$2.8M	0.3%	ETF	Low	Bozeman, MT	2026-10-14
Elevation Wealth Partners, LLC	40,436	$2.7M	0.8%	ETF	Low	Walnut Creek, CA	2026-10-07
Aerodigm Wealth, LLC	40,231	$2.7M	0.9%	ETF	Low	Lake Oswego, OR	2026-10-16
BIP Wealth, LLC	39,564	$2.6M	0.1%	ETF	Medium	Atlanta, GA	2026-10-22
Rockwood Wealth Management, LLC	39,193	$2.6M	0.2%	ETF	Very Low	New Hope, PA	2026-10-27
US Bancorp \de\	38,348	$2.5M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
3 Factor Indexing, LLC	38,183	$2.5M	2.1%	ETF	Low	Sacramento, CA	2026-10-15
True Wealth Design, LLC	37,945	$2.5M	0.6%	ETF	Medium	Akron, OH	2026-10-13
International Private Wealth Advisors LLC	37,643	$2.5M	1.0%	Core	Medium	San Diego, CA	2026-11-05
First Command Advisory Services, Inc.	37,209	$2.5M	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Investmark Advisory Group LLC	36,309	$2.4M	0.8%	ETF	Very Low	Shelton, CT	2026-10-27
NorthCrest Asset Manangement, LLC	35,853	$2.4M	0.1%	Growth	Low	Plymouth, MN	2026-10-13
Midwest Trust Co	35,266	$2.3M	0.0%	Core	Low	Overland Park, KS	2026-10-22
Glass Jacobson Investment Advisors llc	35,003	$2.3M	0.7%	ETF	Low	Owings Mills, MD	2026-10-26
Grove Street Fiduciary, LLC	33,951	$2.3M	1.0%	ETF	Very Low	Peterborough, NH	2026-10-13
Abel Hall, LLC	33,649	$2.2M	0.4%	Core	Medium	Baton Rouge, LA	2026-10-19
marrick wealth, LLC	32,979	$2.2M	1.5%	ETF	Very Low	Irvine, CA	2026-10-20
Navigate Wealth Management, LLC	32,904	$2.2M	1.3%	ETF	Low	Birmingham, AL	2026-10-14
Clark Asset Management, LLC	32,561	$2.2M	0.2%	ETF	Very Low	Stratham, NH	2026-10-19
Heritage Investment Group, Inc.	32,190	$2.1M	0.3%	ETF	Very Low	Pompano Beach, FL	2026-11-03
Olistico Wealth, LLC	31,601	$2.1M	0.9%	Growth	Very Low	Tulsa, OK	2026-10-05
LAM Group, Inc.	31,456	$2.1M	1.1%	ETF	Very Low	Lake Oswego, OR	2026-10-26
PNC Financial Services Group, Inc.	31,424	$2.1M	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
ARK & TLK Investments, LLC	31,223	$2.1M	0.5%	ETF	Low	Oklahoma City, OK	2026-10-20
Signal Advisors Wealth, LLC	31,222	$2.1M	0.1%	ETF	Low	Detroit, MI	2026-10-13
Avior Wealth Management, LLC	29,450	$2.0M	0.1%	ETF	Medium	Omaha, NE	2026-10-13
New Dimensions Wealth Management, LLC	28,547	$1.9M	1.4%	ETF	Very Low	Allen, TX	2026-11-02
True North Advisors, LLC	28,257	$1.9M	0.1%	Core	Medium	Dallas, TX	2026-10-22
Montag A & Associates Inc	28,036	$1.9M	0.1%	Core	Low	Atlanta, GA	2026-10-29
Triumph Capital Management	26,194	$1.7M	0.3%	ETF	Medium	Denver, CO	2026-10-14
Versant Capital Management, Inc	26,016	$1.7M	0.1%	GARP	Low	Phoenix, AZ	2026-10-02
25 LLC	25,883	$1.7M	0.5%	ETF	Low	St. Louis, MO	2026-10-13
Meredith Wealth Planning	25,224	$1.7M	0.4%	ETF	Low	Maryville, IL	2026-10-14
Legacy Capital Wealth Partners, LLC	25,158	$1.7M	0.3%	Core	Medium	Little Rock, AR	2026-10-21
Renasant Bank	24,872	$1.7M	1.1%	Core	Medium	Tupelo, MS	2026-11-05
180 Wealth Advisors, LLC	24,447	$1.6M	0.2%	Core	Low	Federal Way, WA	2026-11-03
55 North Private Wealth, LLC	24,331	$1.6M	0.3%	ETF	Low	Winter Park, FL	2026-10-20
Virtue Asset Management LLC	24,142	$1.6M	1.1%	Core	Low	Barrington, IL	2026-10-21
BOS Asset Management, LLC	24,024	$1.6M	0.4%	ETF	Low	Springfield, IL	2026-10-09
Financial Synergies Wealth Advisors, Inc.	23,967	$1.6M	0.1%	ETF	Very Low	Houston, TX	2026-10-16
Verus Wealth Management, LLC	23,755	$1.6M	1.0%	ETF	Low	De Pere, WI	2026-10-13
Quarry Hill Advisors, LLC	23,440	$1.6M	0.6%	ETF	Very Low	St Paul, MN	2026-11-04
IFG Advisors, LLC	22,974	$1.5M	0.2%	ETF	Very Low	St. Louis, MO	2026-10-15
Copper Harbor Investment Advisors, LLC	22,718	$1.5M	0.3%	ETF	N/A	Appleton, WI	2026-10-16
Websterrogers Financial Advisors, LLC	22,330	$1.5M	0.4%	ETF	Very Low	Florence, SC	2026-11-02
Wealth Enhancement Trust Services, Inc.	22,171	$1.5M	0.2%	Growth	Medium	Sioux Falls, SD	2026-10-07
Krilogy Financial LLC	22,077	$1.5M	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Kondo Wealth Advisors, Inc.	22,056	$1.5M	0.5%	ETF	Very Low	Pasadena, CA	2026-10-19
McGrath & Associates, Inc.	21,346	$1.4M	1.6%	ETF	Medium	Asheville, NC	2026-10-27
Balboa Wealth Partners	20,456	$1.4M	0.2%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Central Trust Co	20,410	$1.4M	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Beacon Financial Advisory LLC	19,966	$1.3M	0.3%	ETF	Low	Cleveland, OH	2026-10-16
Intergy Private Wealth, LLC	19,868	$1.3M	0.3%	ETF	Very Low	Colorado Springs, CO	2026-10-16
Mattern Capital Management, LLC	19,785	$1.3M	0.2%	Core	Medium	Lakewood, CO	2026-11-02
Avidian Wealth Enterprises, LLC	19,777	$1.3M	0.0%	ETF	Low	Houston, TX	2026-10-08
L.K. Benson & Company, P.C.	19,670	$1.3M	0.4%	Yield	Very Low	Timonium, MD	2026-10-23
Lodestar Private Asset Management LLC	19,292	$1.3M	0.1%	ETF	Low	Alamo, CA	2026-10-26
Forza Wealth Management, LLC	19,010	$1.3M	0.4%	Core	Very Low	Sarasota, FL	2026-10-20
Petersen Hastings Wealth Advisors Inc.	18,553	$1.2M	0.1%	ETF	Low	Kennewick, WA	2026-10-27
Willner & Heller, LLC	18,453	$1.2M	0.8%	Growth	Low	Encino, CA	2026-10-28
PFG Advisors	18,279	$1.2M	0.1%	ETF	Medium	Phoenix, AZ	2026-10-16
Clear Creek Financial Management, LLC	18,087	$1.2M	0.1%	ETF	Medium	Silverdale, WA	2026-10-28
Vannoy Advisory Group, Inc.	18,067	$1.2M	0.7%	ETF	Very Low	Austin, TX	2026-10-13
Fifth Third Bancorp	17,885	$1.2M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Foundation Wealth Management, Llc\pa	17,884	$1.2M	0.4%	ETF	Low	Media, PA	2026-10-14
IFP Advisors, Inc	17,547	$1.2M	0.0%	Growth	Low	Tampa, FL	2026-10-16
BetterWealth, LLC	17,488	$1.2M	0.2%	ETF	Very Low	San Jose, CA	2026-10-15
Aurelius Family Office LLC	17,369	$1.2M	0.5%	ETF	Very Low	Bedford, NH	2026-10-23
Prime Capital Investment Advisors, LLC	16,803	$1.1M	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Wedmont Private Capital	16,687	$1.1M	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Warwick Investment Management, Inc.	16,281	$1.1M	0.1%	ETF	Low	Bryan, TX	2026-10-19
Chicago Partners Investment Group LLC	15,790	$1.1M	0.0%	GARP	Low	Chicago, IL	2026-10-27
JFS Wealth Advisors, LLC	15,340	$1.0M	0.1%	ETF	Very Low	Hermitage, PA	2026-11-03
rebel Financial LLC	15,117	$1.0M	0.4%	N/A	Very Low	Groveport, OH	2026-11-04
Nautilus Advisors LLC	14,785	$982.3K	0.6%	Growth	Low	La Jolla, CA	2026-10-07
Cypress Wealth Services, LLC	14,736	$1.0M	0.1%	ETF	Low	Palm Desert, CA	2026-10-21
Prudent Man Investment Management, Inc.	14,677	$975.1K	0.3%	ETF	Very Low	Louisville, CO	2026-11-03
Perigon Wealth Management, LLC	13,936	$925.9K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Stone Summit Wealth LLC	13,932	$925.6K	0.3%	ETF	Low	Miami, FL	2026-10-14
Peirce Capital Management, LLC	13,913	$924.4K	0.3%	ETF	Low	The Woodlands, TX	2026-10-19
Pinnacle Bancorp, Inc.	13,891	$922.9K	0.2%	Core	Very Low	Beatrice, NE	2026-10-21
Granville Capital, Inc.	13,586	$902.7K	0.4%	ETF	Very Low	Greensboro, NC	2026-11-05
LJI Wealth Management, LLC	13,541	$899.7K	0.1%	ETF	Low	Indianapolis, IN	2026-10-28
First Affirmative Financial Network	13,522	$898.4K	0.2%	Core	N/A	Colorado Springs, CO	2026-10-21
Financial Symmetry Inc	12,992	$863.2K	0.3%	ETF	Very Low	Raleigh, NC	2026-10-06
Tandemgrowth Financial Advisors LLC	12,965	$861.4K	0.7%	ETF	Very Low	Alpharetta, GA	2026-11-05
WoodTrust Financial Corp	12,851	$854.0K	0.4%	Core	Low	Wisconsin Rapids, WI	2026-10-09
Donalies Financial Planning, LLC	12,825	$852.1K	0.6%	ETF	Very Low	Washington, DC	2026-10-19
Independent Financial Group, LLC	12,505	$830.8K	0.0%	Growth	Low	San Diego, CA	2026-10-13
American Capital Advisory, LLC	12,479	$829.1K	0.3%	ETF	Low	Ketchum, ID	2026-10-28
Dynamic Advisor Solutions LLC	12,460	$827.9K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
J. Derek Lewis & Associates Inc.	12,399	$823.8K	0.1%	ETF	Low	Newport Beach, CA	2026-11-03
First National Bank of Mount Dora, Trust Investment Services	12,342	$820.0K	0.2%	Core	Medium	Mount Dora, FL	2026-10-21
Parkside Financial Bank & Trust	12,292	$816.7K	0.1%	Core	Very Low	Saint Louis, MO	2026-10-27
Washington Trust Co	11,993	$796.8K	0.0%	Growth	Very Low	Westerly, RI	2026-10-22
Vilga Financial Planning LLC	11,970	$795.3K	0.5%	ETF	Very Low	Fair Lawn, NJ	2026-10-09
Shira Ridge Wealth Management	11,831	$786.1K	0.3%	ETF	Low	Larkspur, CA	2026-10-09
Ferguson Wellman Capital Management, Inc	11,787	$783.1K	0.0%	Core	Low	Portland, OR	2026-10-05
Smith Chas P & Associates PA Cpas	11,507	$782.2K	0.0%	Core	Very Low	Lakeland, FL	2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC	11,314	$751.7K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Keybank National Association	10,852	$721.0K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Approach Retirement Advisors, LLC	10,631	$706.3K	0.5%	ETF	Low	Vestavia, AL	2026-10-22
CPA Asset Management Group, LLC	10,217	$678.8K	0.2%	ETF	Medium	West Palm Beach, FL	2026-10-26
McGlone Suttner Wealth Management, Inc.	10,183	$676.6K	0.1%	ETF	Very Low	Appleton, WI	2026-10-13
Seamount Financial Group Inc	9,859	$655.0K	0.3%	ETF	Low	Colorado Springs, CO	2026-10-21
Lido Advisors, LLC	9,743	$647.3K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
RAM Investment Partners, LLC	9,682	$643.3K	0.1%	ETF	Low	Bellevue, WA	2026-10-21
Arista Wealth Management, LLC	9,636	$640.2K	0.1%	ETF	Medium	Las Vegas, NV	2026-10-29
CWA Asset Management Group, LLC	9,546	$634.2K	0.0%	Core	Medium	Naples, FL	2026-10-19
Berkeley, Inc	9,439	$627.1K	0.2%	Core	Low	Boise, ID	2026-10-20
Mullaney, Keating & Wright, Inc.	9,358	$621.7K	0.3%	Growth	Very Low	Middletown, CT	2026-10-19
Simon Quick Advisors, LLC	9,266	$615.6K	0.0%	ETF	Low	Morristown, NJ	2026-10-26
Mesirow Financial Investment Management, Inc.	9,240	$613.9K	0.0%	Core	Low	Chicago, IL	2026-11-05
Wedbush Securities Inc	9,151	$608.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Tenet Wealth Partners, LLC	9,085	$603.6K	0.4%	ETF	N/A	Champaign, IL	2026-10-19
Diversify Wealth Management, LLC	9,073	$617.8K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	9,073	$617.8K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Alkeme Wealth, LLC	8,784	$583.6K	0.2%	Value	Low	Scottsdale, AZ	2026-10-08
High Probability Advisors, LLC	8,672	$576.2K	0.1%	ETF	Very Low	Pittsford, NY	2026-10-19
Maseco LLP	8,543	$567.4K	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Brighton Jones LLC	8,449	$561.4K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Kathmere Capital Management, LLC	8,117	$539.3K	0.0%	ETF	Low	Wayne, PA	2026-10-20
Old Peak Finance LLC	7,872	$523.0K	0.2%	ETF	Very Low	Chapel Hill, NC	2026-11-02
Private Trust Co NA	7,825	$519.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Pinnacle Financial Group, LLC / IL	7,736	$514.0K	0.1%	ETF	Very Low	Western Springs, IL	2026-10-29
Intrua Financial, LLC	7,559	$502.2K	0.0%	ETF	Medium	Houston, TX	2026-10-28
Ridgewood Investments LLC	7,528	$500.1K	0.2%	Value	Medium	Springfield, NJ	2026-10-05
M.E. Allison & Co., Inc.	7,451	$495.0K	0.3%	Core	Low	San Antonio, TX	2026-10-09
Elevation Point Wealth Partners, LLC	7,254	$482.0K	0.0%	Core	High	Denver, CO	2026-11-05
Clayton Financial Group LLC	7,236	$480.8K	0.3%	ETF	Low	St. Louis, MO	2026-10-13
Stevens Capital Partners	7,169	$476.3K	0.1%	ETF	Very Low	Omaha, NE	2026-10-29
DBK Financial Counsel, LLC	7,150	$475.0K	0.4%	ETF	Very Low	Cuyahoga Falls, OH	2026-10-13
Lee Financial Co	7,149	$475.0K	0.1%	ETF	Very Low	Dallas, TX	2026-10-16
Oakworth Capital, Inc.	6,799	$451.7K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Bank of New York Mellon Corp	6,796	$451.5K	0.0%	Core	Low	New York, NY	2026-11-05
Triad Wealth Partners, LLC	6,778	$450.3K	0.0%	ETF	Medium	Lawrence, KS	2026-10-26
St. Louis Trust Co	6,762	$449.3K	0.0%	ETF	Very Low	Saint Louis, MO	2026-11-03
Busey Bank	6,700	$445.1K	0.0%	Growth	Very Low	Urbana, IL	2026-10-26
Murphy Pohlad Asset Management LLC	6,693	$444.7K	0.2%	Value	Low	Eden Prairie, MN	2026-10-22
Mission Financial Group, LLC	6,621	$439.9K	0.3%	ETF	N/A	Honolulu, HI	2026-10-21
Well Done, LLC	6,546	$434.9K	0.1%	ETF	Low	Holland, MI	2026-10-20
Merited Wealth, LLC	6,526	$433.6K	0.3%	ETF	Medium	North Bay Village, FL	2026-10-13
Five Oceans Advisors	6,493	$431.4K	0.2%	ETF	Very Low	Carlsbad, CA	2026-10-22
Fonville Wealth Management LLC	6,208	$412.5K	0.1%	ETF	Very Low	Richmond, VA	2026-10-28
MBM Wealth Consultants, LLC	6,189	$411.2K	0.1%	ETF	Very Low	Chesterfield, MO	2026-10-20
Smallwood Wealth Investment Management, LLC	6,048	$275.6K	0.1%	ETF	Very Low	Red Bank, NJ	2026-10-30
BCO Wealth Management LLC	5,998	$398.5K	0.2%	ETF	Low	Carlsbad, NM	2026-10-14
Syverson Strege & Co	5,941	$394.7K	0.1%	ETF	Very Low	West Des Moines, IA	2026-11-02
WMG Financial Advisors, LLC	5,851	$409.0K	0.2%	ETF	Low	Knoxville, TN	2026-10-28
Wealth Advisors Northwest LLC	5,837	$387.8K	0.1%	ETF	Low	Portland, OR	2026-10-29
Everest Financial Group LLC	5,831	$387.4K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-06
Hartmann Taylor Wealth Management, LLC	5,819	$386.6K	0.2%	ETF	Very Low	Dallas, TX	2026-10-14
Accredited Investor Services, LLC	5,814	$386.3K	0.2%	ETF	Very Low	St. Cloud, MN	2026-10-22
Vision Capital Management, Inc.	5,699	$378.6K	0.0%	Core	Very Low	Portland, OR	2026-10-20
Verus Financial Partners, Inc.	5,678	$377.2K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Collective Family Office LLC	5,658	$375.9K	0.1%	ETF	Low	York, PA	2026-10-05
Harel Insurance Investments & Financial Services Ltd.	5,600	$372.0K	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Yoder Wealth Management, Inc.	5,541	$368.1K	0.1%	ETF	Low	Walnut Creek, CA	2026-10-13
Venture Visionary Partners LLC	5,501	$365.5K	0.0%	Core	Low	Sylvania, OH	2026-10-07
Amarillo National Bank	5,455	$362.4K	0.1%	ETF	Very Low	Amarillo, TX	2026-10-23
Discipline Wealth Solutions, LLC	5,434	$361.1K	0.0%	ETF	Low	Greenville, SC	2026-10-14
Goldstein Advisors, LLC	5,310	$352.8K	0.0%	ETF	Medium	Madison, WI	2026-10-15
Towneley Capital Management, Inc / de	5,295	$351.8K	0.1%	ETF	Very Low	Laguna Hills, CA	2026-10-09
Accredited Investors Inc.	5,286	$351.2K	0.0%	ETF	Low	Edina, MN	2026-11-03
Hudock, Inc.	5,246	$348.6K	0.0%	ETF	Low	Williamsport, PA	2026-10-14
Oath Planning, LLC	5,232	$347.6K	0.2%	ETF	Very Low	Tulsa, OK	2026-10-20
Mustard Seed Financial, LLC	5,204	$345.8K	0.2%	ETF	Low	Magnolia, AR	2026-10-30
Peavine Capital, LLC	5,188	$344.7K	0.1%	ETF	Medium	Reno, NV	2026-10-13
One Way Holdings LLC	5,136	$341.2K	0.0%	Core	Medium	Flower Mound, TX	2026-10-29
FinDec Wealth Services, Inc.	5,092	$338.3K	0.4%	ETF	Very Low	Stockton, CA	2026-10-30
Moss Adams Wealth Advisors LLC	5,057	$336.0K	0.0%	ETF	Low	Seattle, WA	2026-10-28
Integrated Advisors Network LLC	5,039	$334.8K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
AlphaStar Capital Management, LLC	5,029	$334.2K	0.0%	ETF	Medium	Cornelius, NC	2026-10-16
Angeles Wealth Management, LLC	5,018	$333.4K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Tranquility Partners, LLC	5,015	$333.2K	0.1%	Core	Low	Brentwood, TN	2026-10-20
Stolz & Associates, PS	5,011	$332.9K	0.2%	ETF	Low	Tacoma, WA	2026-11-05
Smith Partners Wealth Management, LLC	4,802	$319.0K	0.2%	ETF	Medium	Greensboro, NC	2026-11-05
VestGen Advisors, LLC	4,750	$315.6K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Clarity Capital Advisors, LLC	4,697	$312.1K	0.1%	ETF	Very Low	Lakewood Ranch, FL	2026-10-27
Gryphon Financial Partners LLC	4,686	$311.3K	0.0%	Index	Low	Columbus, OH	2026-11-04
Wilmington Savings Fund Society, FSB	4,650	$308.9K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Third View Private Wealth, LLC	4,638	$308.1K	0.0%	Growth	Low	Westport, CT	2026-10-30
Woodside Wealth Management LLC	4,320	$287.0K	0.2%	ETF	Very Low	Framingham, MA	2026-10-16
Jnba Financial Advisors	4,316	$286.8K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Key FInancial Inc	4,200	$279.0K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Crescent Grove Advisors, LLC	4,144	$275.3K	0.0%	ETF	Low	Lake Forest, IL	2026-10-21
Flagstone Financial Management	4,113	$273.3K	0.1%	ETF	Very Low	Lincoln, NE	2026-11-05
SilverOak Wealth Management LLC	4,094	$272.0K	0.0%	ETF	Very Low	Edina, MN	2026-10-29
Mokosak Advisory Group, LLC	4,080	$271.1K	0.1%	ETF	Very Low	Urbandale, IA	2026-10-20
Vermillion Wealth Management, Inc.	4,049	$269.0K	0.3%	Value	Low	Rosemount, MN	2026-10-26
Heffernan Advisory, Inc	4,041	$268.5K	0.2%	ETF	Low	Flagstaff, AZ	2026-10-13
SJS Investment Consulting Inc.	4,032	$267.9K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Core Wealth Management, Inc.	4,025	$267.4K	0.1%	ETF	Very Low	Jupiter, FL	2026-10-22
Pacifica Partners Inc.	4,000	$267.8K	0.1%	Core	Low	Surrey, South Africa	2026-10-09
Nova R Wealth, Inc.	3,977	$264.2K	0.1%	ETF	Low	Overland Park, KS	2026-10-26
PDS Planning, Inc	3,967	$263.6K	0.0%	Index	Very Low	Dublin, OH	2026-11-03
Sagespring Wealth Partners, LLC	3,909	$259.7K	0.0%	ETF	Low	Franklin, TN	2026-10-22
GoalVest Advisory LLC	3,900	$259.1K	0.0%	ETF	Medium	New York, NY	2026-10-02
FF Advisors,LLC	3,868	$257.0K	0.1%	ETF	Low	Manhattan Beach, CA	2026-10-21
Cypress Point Wealth Management, LLC	3,822	$254.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
D'Orazio & Associates, Inc.	3,763	$250.0K	0.0%	ETF	Low	Vienna, VA	2026-11-04
Fermata Advisors, LLC	3,753	$249.4K	0.0%	ETF	Low	Sonoma, CA	2026-10-13
Prism Planning Partners LLC	3,637	$241.6K	0.2%	ETF	Very Low	Libertyville, IL	2026-10-27
One Day In July LLC	3,616	$240.3K	0.0%	ETF	Very Low	Burlington, VT	2026-10-30
CGN Advisors LLC	3,591	$238.6K	0.0%	ETF	Low	Manhattan, KS	2026-10-21
Brookstone Capital Management	3,581	$237.9K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Ironwood Financial, llc	3,578	$237.7K	0.0%	ETF	Low	Tucson, AZ	2026-10-20
Integrity Investment Advisors, LLC	3,524	$234.1K	0.1%	ETF	Medium	Fort Collins, CO	2026-11-03
Avantax Planning Partners, Inc.	3,479	$231.1K	0.0%	ETF	Low	Dubuque, IA	2026-11-03
Caldwell Trust Co	3,471	$230.6K	0.0%	Growth	Low	Venice, FL	2026-10-30
Two West Capital Advisors LLC	3,405	$228.3K	0.1%	ETF	Low	Overland Park, KS	2026-10-15
J.W. Cole Advisors, Inc.	3,381	$224.6K	0.0%	Index	Low	Tampa, FL	2026-11-05
Register Financial Advisors LLC	3,342	$222.0K	0.1%	GARP	Low	Atlanta, GA	2026-10-23
Weil Company, Inc.	3,312	$220.0K	0.0%	ETF	Low	San Diego, CA	2026-10-14
Secure Asset Management, LLC	3,300	$219.3K	0.0%	Growth	Medium	Troy, MI	2026-10-19
Elmwood Wealth Management, Inc.	3,296	$219.0K	0.1%	ETF	Low	Berkeley, CA	2026-10-14
First Bancorp, Inc	3,286	$218.3K	0.1%	Value	Very Low	Damariscotta, ME	2026-10-26
Sage Rhino Capital LLC	3,254	$216.2K	0.0%	ETF	Low	Menlo Park, CA	2026-10-28
Sterling Financial Planning, Inc.	3,200	$212.6K	0.1%	ETF	Very Low	Sparta, NJ	2026-10-28
M Wealth Management, LLC	3,141	$208.7K	0.2%	ETF	Very Low	San Diego, CA	2026-10-14
Signature Equity Partners, LLC	3,132	$208.1K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
Prudent Investor Advisors, LLC	3,100	$206.0K	0.2%	ETF	N/A	Folsom, CA	2026-10-22
GEM Asset Management, LLC	3,093	$205.5K	0.1%	ETF	Low	Plymouth, MI	2026-10-13
Invariant Investment Management	3,090	$209.4K	0.1%	ETF	Low	Camp Hill, PA	2026-10-08
USAdvisors Wealth Management, LLC	3,090	$205.0K	0.2%	ETF	Low	Eden Prairie, MN	2026-10-21
Jacobi Capital Management LLC	3,049	$202.6K	0.0%	Core	Low	Pittston, PA	2026-11-05
Destiny Wealth Partners, LLC	2,987	$211.1K	0.0%	ETF	Medium	Tavares, FL	2026-11-05
SBK Financial, Inc.	2,663	$176.9K	0.1%	N/A	N/A	Richmond, VA	2026-11-02
Colony Family Offices, LLC	2,527	$167.9K	0.0%	ETF	Very Low	Charlotte, NC	2026-10-22
Abound Wealth Management	2,306	$153.2K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Investors Research Corp	2,238	$148.7K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Clearstead Advisors, LLC	2,182	$145.0K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
BankChampaign, National Association	2,063	$137.1K	0.1%	Growth	Medium	Champaign, IL	2026-10-19
Capital Investment Advisory Services, LLC	1,932	$128.3K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Cassaday & Co Wealth Management LLC	1,858	$123.4K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Next Level Wealth Planning, LLC	1,747	$116.1K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Center for Financial Planning, Inc.	1,361	$90.4K	0.0%	ETF	Low	Southfied, MI	2026-10-26
KFG LLC	1,343	$89.2K	0.1%	ETF	N/A	Rapid City, SD	2026-11-02
Albion Financial Group	1,301	$86.4K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Retirement Wealth Solutions LLC	1,237	$82.2K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Marshall & Sterling Wealth Advisors Inc.	1,233	$81.9K	0.0%	ETF	Medium	Poughkeepsie, NY	2026-10-28
John A. Wolfe & Associates, Inc.	1,171	$77.9K	0.1%	ETF	Low	Portage, MI	2026-11-06
Trifecta Capital Advisors, LLC	1,116	$74.1K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Concord Wealth Partners	1,079	$71.7K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Avion Wealth	1,065	$70	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Cdkv Holdings LLC	1,062	$70.6K	0.1%	ETF	Medium	Denver, CO	2026-10-28
Foster Dykema Cabot & Partners, LLC	976	$64.8K	0.0%	Growth	Low	Waltham, MA	2026-10-30
Downshift Financial, LLC	947	$62.9K	0.0%	ETF	Low	Boulder, CO	2026-10-13
Mowery & Schoenfeld Wealth Management, LLC	928	$61.7K	0.1%	Growth	Medium	Lincolnshire, IL	2026-10-28
Farmers & Merchants Investments Inc	911	$60.5K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Peterson Wealth Management	821	$54.6K	0.0%	ETF	Medium	Sparks, NV	2026-11-06
Steph & Co	711	$47.2K	0.0%	ETF	Low	Marinette, WI	2026-10-07
Birch Financial Group, LLC	676	$44.9K	0.0%	Core	Low	Keene, NH	2026-10-27
Tradewinds Capital Management, LLC	617	$41.0K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Rossby Financial, LCC	544	$36.1K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Trust Co of Toledo NA	497	$33.0K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Independence Bank of Kentucky	448	$29.8K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
United Community Bank	377	$25.0K	0.0%	Core	Low	Greenville, SC	2026-10-28
Community Financial Services Group, LLC	357	$24.0K	0.0%	Growth	Low	Newport, VT	2026-10-15
MV Capital Management, Inc.	315	$20.9K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Westside Investment Management, Inc.	300	$20.3K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Pittenger & Anderson Inc	253	$16.8K	0.0%	Core	Low	Lincoln, NE	2026-11-02
Evermay Wealth Management LLC	170	$11.3K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Simplex Trading, LLC	78	$5.2K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Trust Co of Vermont	57	$3.8K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Physician Wealth Advisors, Inc.	36	$2.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Nemes Rush Group LLC	13	$864	0.0%	Core	Very Low	Novi, MI	2026-11-04
Dhjj Financial Advisors, Ltd.	5	$333	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Citigroup Inc	2	$133	0.0%	Core	Medium	New York, NY	2026-11-04