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DIM Global Real Estate ETF (DFGR)

CUSIP: 25434V658 | NYSE | 457 institutional holders

Quarters

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

Forum Financial Management, LP18,513,312
6.5% of portfolio›$500.8M
Brighton Jones LLC3,247,255
1.5% of portfolio›$87.8M
LifeGuide Financial Advisors, LLC2,726,735
20.7% of portfolio›$73.8M
TCI Wealth Advisors, Inc.2,502,728
2.7% of portfolio›$67.7M
DiNuzzo Private Wealth, Inc.1,881,608
5.1% of portfolio›$50.9M
Maseco LLP1,714,336
1.3% of portfolio›$46.4M
Rockwood Wealth Management, LLC1,311,919
2.1% of portfolio›$35.5M
Summit Financial Strategies, Inc.1,283,775
2.4% of portfolio›$34.7M
Creative Capital Management Investments LLC1,104,840
6.7% of portfolio›$29.9M
Great Waters Wealth Management1,044,549
2.5% of portfolio›$28.3M
Guardian Wealth Management, LLC902,108
6.9% of portfolio›$24.4M
Verisail Partners, LLC898,531
9.0% of portfolio›$24.3M
Willow Creek Wealth Management Inc.866,822
1.5% of portfolio›$23.4M
Index Fund Advisors, Inc.793,088
0.9% of portfolio›$21.5M
Wealth Enhancement Advisory Services, LLC703,230
0.0% of portfolio›$18.9M
Wealth Management Nebraska693,350
1.6% of portfolio›$18.8M
RS Crum Inc.685,906
3.5% of portfolio›$18.6M
Integris Wealth Management, LLC683,213
3.6% of portfolio›$18.5M
Level Financial Advisors660,036
3.9% of portfolio›$17.9M
Quantum Financial Advisors, LLC655,710
1.7% of portfolio›$17.7M
Private Wealth Management Group, LLC650,635
4.0% of portfolio›$17.6M
Evanson Financial, LLC597,561
0.8% of portfolio›$16.2M
AWM Capital, LLC590,536
1.1% of portfolio›$16.0M
Apella Capital, LLC540,027
0.2% of portfolio›$14.4M
Syverson Strege & Co495,613
2.9% of portfolio›$13.4M
Commonwealth Equity Services, LLC464,954
0.0% of portfolio›$12.6M
XY Planning Network, Inc.455,858
1.3% of portfolio›$12.3M
SJS Investment Consulting Inc.419,650
1.1% of portfolio›$11.4M
Sprinkle Financial Consultants LLC383,972
4.1% of portfolio›$10.4M
Reap Financial Group, LLC381,301
1.7% of portfolio›$10.3M
Elser Financial Planning, Inc351,837
0.4% of portfolio›$9.5M
Burk Holdings LLC306,949
2.9% of portfolio›$8.3M
Wealth Architects, LLC296,097
0.6% of portfolio›$8.0M
McMill Wealth Management282,099
1.7% of portfolio›$7.6M
RFG Advisory, LLC280,572
0.1% of portfolio›$7.6M
Sterling Financial Planning, Inc.255,734
1.9% of portfolio›$6.9M
Peirce Capital Management, LLC244,313
2.4% of portfolio›$6.6M
Vestia Personal Wealth Advisors235,450
2.4% of portfolio›$6.4M
AdvisorNet Financial, Inc231,067
0.3% of portfolio›$6.3M
Greenspring Advisors, LLC225,447
0.3% of portfolio›$6.1M
Integrity Advisory Solutions, LLC219,163
0.6% of portfolio›$5.9M
New Dimensions Wealth Management, LLC215,229
4.2% of portfolio›$5.8M
Parkshore Wealth Management, Inc.202,947
1.4% of portfolio›$5.5M
Farther Finance Advisors, LLC198,595
0.0% of portfolio›$5.4M
Shotwell Rutter Baer Inc196,633
3.0% of portfolio›$5.3M
Clarity Wealth Development LLC195,100
3.0% of portfolio›$5.3M
New Capital Management LP192,666
1.2% of portfolio›$5.2M
JDH Wealth Management, LLC191,916
3.1% of portfolio›$5.2M
Colorado Capital Management, Inc.183,343
4.4% of portfolio›$5.0M
Amicus Financial Advisors, LLC177,267
1.2% of portfolio›$4.8M
Spire Wealth Management176,622
0.1% of portfolio›$4.8M
Cherry Tree Wealth Management, LLC174,867
0.9% of portfolio›$4.7M
Physician Wealth Solutions Inc.171,798
1.8% of portfolio›$4.6M
Sage Rhino Capital LLC159,187
0.7% of portfolio›$4.3M
Cooper S Advisors, LLC157,833
1.9% of portfolio›$4.3M
LAM Group, Inc.153,865
2.1% of portfolio›$4.2M
Integrity Alliance, Llc.145,001
0.1% of portfolio›$3.9M
Wealth Advisors Northwest LLC128,372
1.2% of portfolio›$3.5M
Foundry Financial LLC125,619
1.1% of portfolio›$3.4M
EverSource Wealth Advisors, LLC124,155
0.1% of portfolio›$3.4M
Cogent Strategic Wealth LLC120,854
3.1% of portfolio›$3.3M
Northwest Wealth Management, LLC120,801
0.4% of portfolio›$3.3M
Yardley Wealth Management LLC117,352
1.4% of portfolio›$3.2M
Burton Enright Welch109,563
0.3% of portfolio›$3.0M
Porter White Investment Advisors, Inc.103,382
1.7% of portfolio›$2.8M
Porter White Investment Advisors, Inc.103,382
1.7% of portfolio›$2.8M
Chicago Partners Investment Group LLC103,173
0.1% of portfolio›$2.9M
Sterling Wealth Management, Inc.101,565
0.7% of portfolio›$2.7M
Krilogy Financial LLC99,462
0.1% of portfolio›$2.7M
Sensenig Capital Advisors, Inc93,526
2.3% of portfolio›$2.5M
Park Avenue Securities LLC91,765
0.0% of portfolio›$2.5M
Veratis Advisors, Inc.91,130
1.9% of portfolio›$2.5M
Avant Financial Advisors LLC90,327
1.5% of portfolio›$2.4M
Creative Planning88,130
0.0% of portfolio›$2.4M
HB Wealth Management, LLC87,609
0.0% of portfolio›$2.4M
Modera Wealth Management, LLC87,526
0.0% of portfolio›$2.4M
D.A. Davidson & Co.85,995
0.0% of portfolio›$2.3M
SC&H Financial Advisors, Inc.77,021
0.3% of portfolio›$2.1M
Baker Tilly Wealth Management, LLC74,124
0.4% of portfolio›$2.0M
Meritas Wealth Management, LLC73,479
0.7% of portfolio›$2.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors72,780
0.1% of portfolio›$2.0M
CSP Financial Group, LLC70,652
1.9% of portfolio›$1.9M
Wealth Enhancement Trust Services, Inc.69,454
0.2% of portfolio›$1.9M
Vise Technologies, Inc.69,234
0.0% of portfolio›$1.9M
Root Financial Partners, LLC68,430
0.1% of portfolio›$1.9M
SageOak Financial, LLC67,853
1.2% of portfolio›$1.8M
Cyndeo Wealth Partners, LLC64,614
0.1% of portfolio›$1.7M
Wheels Up Wealth, Inc.63,972
1.5% of portfolio›$1.7M
Beacon Hill Wealth Management Ltd.63,589
1.0% of portfolio›$1.7M
Kestra Advisory Services, LLC63,215
0.0% of portfolio›$1.7M
Prudent Investor Advisors, LLC62,979
1.3% of portfolio›$1.7M
Silvia Mccoll Wealth Management, LLC62,913
1.0% of portfolio›$1.7M
Abacus Planning Group, Inc.62,108
0.2% of portfolio›$1.7M
Ridgeline Wealth, LLC61,122
0.9% of portfolio›$1.7M
Outbound Financial Inc61,104
1.1% of portfolio›$1.7M
marrick wealth, LLC58,775
1.1% of portfolio›$1.6M
Abel Hall, LLC57,424
0.3% of portfolio›$1.6M
RED Lighthouse Investment Management, LLC53,684
0.4% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.49,824
0.0% of portfolio›$1.3M
Wealthcare Advisory Partners LLC48,822
0.0% of portfolio›$1.3M
Sutton Place Investors LLC47,969
0.6% of portfolio›$1.3M
W.H. Cornerstone Investments Inc.47,446
0.7% of portfolio›$1.3M
Three Arch Wealth Management LLC47,356
0.2% of portfolio›$1.3M
Quarry Hill Advisors, LLC46,197
0.5% of portfolio›$1.2M
AA Financial Advisors, LLC45,815
0.1% of portfolio›$1.2M
Citigroup Inc45,659
0.0% of portfolio›$1.2M
Bay Harbor Wealth Management, LLC45,101
0.3% of portfolio›$1.2M
Acorn Wealth Advisors, LLC42,848
0.3% of portfolio›$1.2M
Heritage Investment Group, Inc.40,973
0.2% of portfolio›$1.1M
Timonier Family Office, Ltd.40,303
0.4% of portfolio›$1.1M
Live Oak Private Wealth LLC38,588
0.1% of portfolio›$1.0M
Cypress Point Wealth Management, LLC37,786
0.1% of portfolio›$1.0M
Ares Financial Consulting, LLC37,168
0.7% of portfolio›$1.0M
Core Wealth Management, Inc.35,625
0.3% of portfolio›$963.7K
Canvas Wealth Advisors, LLC34,354
0.1% of portfolio›$963.6K
Diversify Wealth Management, LLC33,607
0.0% of portfolio›$919.5K
Diversify Advisory Services, LLC33,607
0.0% of portfolio›$919.5K
Equita Financial Network, Inc.33,601
0.3% of portfolio›$908.9K
Master's Wealth Management Inc.33,269
0.3% of portfolio›$899.9K
Tactive Advisors, LLC32,648
0.2% of portfolio›$883.1K
Mission Wealth Management, LP32,312
0.0% of portfolio›$874.0K
Market Street Wealth Management Advisors LLC31,352
0.1% of portfolio›$848.1K
Shearwater Capital LLC29,973
0.4% of portfolio›$810.8K
Kestra Private Wealth Services, LLC28,974
0.0% of portfolio›$783.7K
Signal Advisors Wealth, LLC28,943
0.0% of portfolio›$782.9K
Foster Group, Inc.28,254
0.0% of portfolio›$764.3K
Heffernan Advisory, Inc28,100
0.5% of portfolio›$760.1K
Larry Mathis Financial Planning, LLC27,120
0.6% of portfolio›$733.6K
Kane Co Wealth Management, Inc.26,789
0.6% of portfolio›$724.6K
Brookstone Capital Management25,695
0.0% of portfolio›$695.1K
Capstone Wealth Management, LLC25,673
0.3% of portfolio›$694.5K
Firethorn Wealth Partners, LLC25,430
0.2% of portfolio›$687.9K
Essential Planning, Llc.25,270
0.2% of portfolio›$683.6K
Truist Financial Corp24,899
0.0% of portfolio›$673.5K
Mills Wealth Advisors LLC24,501
0.2% of portfolio›$662.7K
Collective Family Office LLC23,170
0.1% of portfolio›$626.7K
First Pacific Financial22,284
0.1% of portfolio›$602.8K
Oath Planning, LLC21,638
0.4% of portfolio›$585.3K
Aerodigm Wealth, LLC21,059
0.2% of portfolio›$569.6K
Leading Edge Financial Planning LLC20,640
0.1% of portfolio›$558.3K
Selective Wealth Management, Inc.19,432
0.1% of portfolio›$531.7K
Hill Island Financial LLC19,300
0.1% of portfolio›$522.1K
Triad Wealth Partners, LLC18,480
0.0% of portfolio›$499.9K
Signaturefd, LLC18,224
0.0% of portfolio›$493.0K
Foundation Wealth Management, Llc\pa17,533
0.2% of portfolio›$474.3K
Choreo, LLC16,928
0.0% of portfolio›$457.9K
Simplicity Wealth,LLC16,666
0.0% of portfolio›$450.8K
BIP Wealth, LLC16,091
0.0% of portfolio›$435.3K
Regions Financial Corp15,333
0.0% of portfolio›$414.8K
Navigate Wealth Management, LLC15,282
0.3% of portfolio›$415.5K
Investmark Advisory Group LLC15,039
0.1% of portfolio›$406.9K
Two West Capital Advisors LLC14,593
0.2% of portfolio›$398.1K
Elevate Wealth Advisory, Inc14,521
0.2% of portfolio›$392.8K
IFP Advisors, Inc14,429
0.0% of portfolio›$390.3K
Global Financial Private Client, LLC14,405
0.1% of portfolio›$389.7K
Abacus Wealth Partners, LLC14,331
0.0% of portfolio›$387.7K
Hutchens & Kramer Investment Management Group, LLC13,201
0.1% of portfolio›$357.1K
Squire Investment Management Company, LLC12,939
0.1% of portfolio›$350.0K
Donalies Financial Planning, LLC12,595
0.3% of portfolio›$340.7K
Vested Financial Planning, LLC12,287
0.2% of portfolio›$332.4K
Approach Retirement Advisors, LLC12,088
0.2% of portfolio›$327.0K
Concurrent Investment Advisors, LLC11,318
0.0% of portfolio›$306.2K
Fonville Wealth Management LLC11,302
0.0% of portfolio›$305.7K
Assetmark, Inc11,125
0.0% of portfolio›$300.9K
Apollon Wealth Management, LLC11,008
0.0% of portfolio›$297.8K
McGrath & Associates, Inc.10,902
0.3% of portfolio›$294.9K
KFG Wealth Management, LLC10,564
0.0% of portfolio›$285.8K
Security Financial Services, Inc.10,170
0.0% of portfolio›$275.1K
Thrivent Financial for Lutherans9,883
0.0% of portfolio›$267.0K
Vilga Financial Planning LLC9,728
0.2% of portfolio›$263.1K
Gemmer Asset Management LLC9,052
0.0% of portfolio›$244.8K
HMV Wealth Advisors, LLC8,975
0.1% of portfolio›$242.8K
Client 1ST Advisory Group, LLC8,554
0.1% of portfolio›$231.4K
IFG Advisors, LLC8,415
0.0% of portfolio›$227.6K
Washington Trust Advisors, Inc.8,211
0.0% of portfolio›$222.1K
Glass Jacobson Investment Advisors llc8,019
0.1% of portfolio›$216.9K
Ashton Thomas Private Wealth, LLC5,657
0.0% of portfolio›$153.0K
3 Factor Indexing, LLC4,662
0.1% of portfolio›$126.1K
Rachor Investment Advisory Services, LLC4,311
0.1% of portfolio›$116.6K
Fifth Third Bancorp3,629
0.0% of portfolio›$98.2K
Angeles Wealth Management, LLC3,368
0.0% of portfolio›$91.1K
Private Trust Co NA3,000
0.0% of portfolio›$81.2K
Reyes Financial Architecture, Inc.2,462
0.0% of portfolio›$66.6K
Redwood Park Advisors LLC1,909
0.0% of portfolio›$51.6K
RHL Group, LLC952
0.0% of portfolio›$25.7K
Blume Capital Management, Inc.905
0.0% of portfolio›$24.5K
Parkside Financial Bank & Trust779
0.0% of portfolio›$21.1K
Concord Wealth Partners593
0.0% of portfolio›$16.0K
Moisand Fitzgerald Tamayo, LLC532
0.0% of portfolio›$14.4K
Larson Financial Group LLC512
0.0% of portfolio›$13.9K
Balance Wealth Partners LLC346
0.0% of portfolio›$9.4K
Ascentis Independent Advisors315
0.0% of portfolio›$8.5K
Barrett & Company, Inc.279
0.0% of portfolio›$7.5K
CoreCap Advisors, LLC265
0.0% of portfolio›$7.2K
Farmers & Merchants Investments Inc233
0.0% of portfolio›$6.3K
Elevation Wealth Partners, LLC213
0.0% of portfolio›$5.8K
Capital Investment Advisory Services, LLC181
0.0% of portfolio›$4.9K
Compass Financial Management LLC107
0.0% of portfolio›$2.9K
Silver Grove Financial Group, Inc.29
0.0% of portfolio›$784
Key Capital Management, Inc18
0.0% of portfolio›$487
StyleTurnoverLocationFiled
Forum Financial Management, LP
18,513,312$500.8M6.5%ETFLowLombard, IL2026-10-16
Brighton Jones LLC
3,247,255$87.8M1.5%CoreVery LowSeattle, WA2026-11-03
LifeGuide Financial Advisors, LLC
2,726,735$73.8M20.7%ETFVery LowMechanicsburg, PA2026-10-20
TCI Wealth Advisors, Inc.
2,502,728$67.7M2.7%ETFLowTucson, AZ2026-10-30
DiNuzzo Private Wealth, Inc.
1,881,608$50.9M5.1%ETFLowBeaver, PA2026-10-16
Maseco LLP
1,714,336$46.4M1.3%ETFVery LowLondon, United Kingdom2026-10-27
Rockwood Wealth Management, LLC
1,311,919$35.5M2.1%ETFVery LowNew Hope, PA2026-10-27
Summit Financial Strategies, Inc.
1,283,775$34.7M2.4%ETFLowColumbus, OH2026-10-14
Creative Capital Management Investments LLC
1,104,840$29.9M6.7%ETFLowSan Diego, CA2026-10-28
Great Waters Wealth Management
1,044,549$28.3M2.5%ETFVery LowShoreview, MN2026-10-07
Guardian Wealth Management, LLC
902,108$24.4M6.9%ETFVery LowChattanooga, TN2026-10-14
Verisail Partners, LLC
898,531$24.3M9.0%ETFVery LowChamblee, GA2026-10-19
Willow Creek Wealth Management Inc.
866,822$23.4M1.5%ETFVery LowSebastopol, CA2026-10-26
Index Fund Advisors, Inc.
793,088$21.5M0.9%ETFVery LowIrvine, CA2026-11-05
Wealth Enhancement Advisory Services, LLC
703,230$18.9M0.0%CoreLowPlymouth, MN2026-10-13
Wealth Management Nebraska
693,350$18.8M1.6%ETFLowNorfolk, NE2026-10-26
RS Crum Inc.
685,906$18.6M3.5%ETFVery LowNewport Beach, CA2026-10-19
Integris Wealth Management, LLC
683,213$18.5M3.6%ETFVery LowMonterey, CA2026-10-14
Level Financial Advisors
660,036$17.9M3.9%ETFLowEast Amherst, NY2026-10-13
Quantum Financial Advisors, LLC
655,710$17.7M1.7%ETFLowSanta Monica, CA2026-11-03
Private Wealth Management Group, LLC
650,635$17.6M4.0%ETFLowPrinceton, NJ2026-10-19
Evanson Financial, LLC
597,561$16.2M0.8%ETFN/AMclean, VA2026-10-23
AWM Capital, LLC
590,536$16.0M1.1%ETFLowPhoenix, AZ2026-10-16
Apella Capital, LLC
540,027$14.4M0.2%ETFVery LowWest Hartford, CT2026-10-08
Syverson Strege & Co
495,613$13.4M2.9%ETFVery LowWest Des Moines, IA2026-11-02
Commonwealth Equity Services, LLC
464,954$12.6M0.0%ETFLowWaltham, MA2026-11-02
XY Planning Network, Inc.
455,858$12.3M1.3%ETFLowBozeman, MT2026-10-14
SJS Investment Consulting Inc.
419,650$11.4M1.1%ETFVery LowSylvania, OH2026-10-26
Sprinkle Financial Consultants LLC
383,972$10.4M4.1%ETFLowLittleton, CO2026-10-09
Reap Financial Group, LLC
381,301$10.3M1.7%ETFLowAustin, TX2026-11-02
Elser Financial Planning, Inc
351,837$9.5M0.4%GARPLowIndianapolis, IN2026-10-16
Burk Holdings LLC
306,949$8.3M2.9%ETFVery LowTulsa, OK2026-11-05
Wealth Architects, LLC
296,097$8.0M0.6%ETFVery LowMountain View, CA2026-11-03
McMill Wealth Management
282,099$7.6M1.7%Deep ValueHighNorfolk, NE2026-11-05
RFG Advisory, LLC
280,572$7.6M0.1%ETFMediumBirmingham, AL2026-11-03
Sterling Financial Planning, Inc.
255,734$6.9M1.9%ETFVery LowSparta, NJ2026-10-28
Peirce Capital Management, LLC
244,313$6.6M2.4%ETFLowThe Woodlands, TX2026-10-19
Vestia Personal Wealth Advisors
235,450$6.4M2.4%ETFMediumFort Wayne, IN2026-10-20
AdvisorNet Financial, Inc
231,067$6.3M0.3%ETFLowMinnetonka, MN2026-10-15
Greenspring Advisors, LLC
225,447$6.1M0.3%ETFVery LowTowson, MD2026-11-05
Integrity Advisory Solutions, LLC
219,163$5.9M0.6%ETFMediumDallas, TX2026-10-29
New Dimensions Wealth Management, LLC
215,229$5.8M4.2%ETFVery LowAllen, TX2026-11-02
Parkshore Wealth Management, Inc.
202,947$5.5M1.4%ETFLowGranite Bay, CA2026-10-13
Farther Finance Advisors, LLC
198,595$5.4M0.0%IndexLowSan Francisco, CA2026-10-08
Shotwell Rutter Baer Inc
196,633$5.3M3.0%ETFVery LowLansing, MI2026-10-14
Clarity Wealth Development LLC
195,100$5.3M3.0%ETFLowCorvallis, OR2026-10-22
New Capital Management LP
192,666$5.2M1.2%ETFVery LowHouston, TX2026-10-29
JDH Wealth Management, LLC
191,916$5.2M3.1%ETFVery LowSanta Rosa, CA2026-10-20
Colorado Capital Management, Inc.
183,343$5.0M4.4%ETFVery LowBoulder, CO2026-10-15
Amicus Financial Advisors, LLC
177,267$4.8M1.2%ETFLowLubbock, TX2026-11-03
Spire Wealth Management
176,622$4.8M0.1%GrowthMediumMclean, VA2026-10-30
Cherry Tree Wealth Management, LLC
174,867$4.7M0.9%ETFVery LowMinnetonka, MN2026-10-15
Physician Wealth Solutions Inc.
171,798$4.6M1.8%ETFLowNorth Las Vegas, NV2026-10-14
Sage Rhino Capital LLC
159,187$4.3M0.7%ETFLowMenlo Park, CA2026-10-28
Cooper S Advisors, LLC
157,833$4.3M1.9%ETFLowVictor, NY2026-11-03
LAM Group, Inc.
153,865$4.2M2.1%ETFVery LowLake Oswego, OR2026-10-26
Integrity Alliance, Llc.
145,001$3.9M0.1%ETFMediumUrbandale, IA2026-10-29
Wealth Advisors Northwest LLC
128,372$3.5M1.2%ETFLowPortland, OR2026-10-29
Foundry Financial LLC
125,619$3.4M1.1%ETFMediumPasadena, CA2026-10-16
EverSource Wealth Advisors, LLC
124,155$3.4M0.1%CoreMediumBirmingham, AL2026-11-04
Cogent Strategic Wealth LLC
120,854$3.3M3.1%ETFLowChicago, IL2026-10-22
Northwest Wealth Management, LLC
120,801$3.3M0.4%ETFLowSpencer, IA2026-10-30
Yardley Wealth Management LLC
117,352$3.2M1.4%ETFVery LowYardley, PA2026-10-23
Burton Enright Welch
109,563$3.0M0.3%ETFVery LowWalnut Creek, CA2026-11-04
Porter White Investment Advisors, Inc.
103,382$2.8M1.7%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
103,382$2.8M1.7%ETFVery LowBirmingham, AL2026-10-14
Chicago Partners Investment Group LLC
103,173$2.9M0.1%GARPLowChicago, IL2026-10-27
Sterling Wealth Management, Inc.
101,565$2.7M0.7%ETFLowChampaign, IL2026-10-23
Krilogy Financial LLC
99,462$2.7M0.1%GrowthLowSt. Louis, MO2026-10-13
Sensenig Capital Advisors, Inc
93,526$2.5M2.3%ETFLowCollegeville, PA2026-10-23
Park Avenue Securities LLC
91,765$2.5M0.0%ETFMediumNew York, NY2026-10-26
Veratis Advisors, Inc.
91,130$2.5M1.9%ETFN/ACary, NC2026-11-03
Avant Financial Advisors LLC
90,327$2.4M1.5%ETFVery LowAustin, TX2026-11-02
Creative Planning
88,130$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
HB Wealth Management, LLC
87,609$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Modera Wealth Management, LLC
87,526$2.4M0.0%ETFVery LowWestwood, NJ2026-10-28
D.A. Davidson & Co.
85,995$2.3M0.0%CoreLowGreat Falls, MT2026-10-28
SC&H Financial Advisors, Inc.
77,021$2.1M0.3%ETFVery LowHunt Valley, MD2026-10-14
Baker Tilly Wealth Management, LLC
74,124$2.0M0.4%GrowthLowMadison, WI2026-10-05
Meritas Wealth Management, LLC
73,479$2.0M0.7%ETFVery LowSan Rafael, CA2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
72,780$2.0M0.1%ETFMediumWestlake, OH2026-10-14
CSP Financial Group, LLC
70,652$1.9M1.9%ETFLowScottsdale, AZ2026-10-26
Wealth Enhancement Trust Services, Inc.
69,454$1.9M0.2%GrowthMediumSioux Falls, SD2026-10-07
Vise Technologies, Inc.
69,234$1.9M0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
68,430$1.9M0.1%ETFMediumEncinitas, CA2026-10-21
SageOak Financial, LLC
67,853$1.8M1.2%ETFLowTulsa, OK2026-10-19
Cyndeo Wealth Partners, LLC
64,614$1.7M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Wheels Up Wealth, Inc.
63,972$1.7M1.5%ETFVery LowBenicia, CA2026-10-27
Beacon Hill Wealth Management Ltd.
63,589$1.7M1.0%ETFN/AVictoria, UAE2026-10-21
Kestra Advisory Services, LLC
63,215$1.7M0.0%CoreLowAustin, TX2026-11-02
Prudent Investor Advisors, LLC
62,979$1.7M1.3%ETFN/AFolsom, CA2026-10-22
Silvia Mccoll Wealth Management, LLC
62,913$1.7M1.0%CoreVery LowSan Diego, CA2026-10-07
Abacus Planning Group, Inc.
62,108$1.7M0.2%ETFLowColumbia, SC2026-11-02
Ridgeline Wealth, LLC
61,122$1.7M0.9%ETFVery LowMesa, AZ2026-10-14
Outbound Financial Inc
61,104$1.7M1.1%ETFLowBoulder, CO2026-10-13
marrick wealth, LLC
58,775$1.6M1.1%ETFVery LowIrvine, CA2026-10-20
Abel Hall, LLC
57,424$1.6M0.3%CoreMediumBaton Rouge, LA2026-10-19
RED Lighthouse Investment Management, LLC
53,684$1.5M0.4%ETFVery LowHillsdale, NY2026-11-02
Cambridge Investment Research Advisors, Inc.
49,824$1.3M0.0%ETFLowFairfield, IA2026-11-02
Wealthcare Advisory Partners LLC
48,822$1.3M0.0%ETFLowWest Chester, PA2026-10-21
Sutton Place Investors LLC
47,969$1.3M0.6%ETFLowArmonk, NY2026-10-20
W.H. Cornerstone Investments Inc.
47,446$1.3M0.7%CoreLowKingston, MA2026-11-03
Three Arch Wealth Management LLC
47,356$1.3M0.2%ETFVery LowIrvine, CA2026-10-20
Quarry Hill Advisors, LLC
46,197$1.2M0.5%ETFVery LowSt Paul, MN2026-11-04
AA Financial Advisors, LLC
45,815$1.2M0.1%ETFMediumColumbus, OH2026-10-19
Citigroup Inc
45,659$1.2M0.0%CoreMediumNew York, NY2026-11-04
Bay Harbor Wealth Management, LLC
45,101$1.2M0.3%ETFMediumHunt Valley, MD2026-11-03
Acorn Wealth Advisors, LLC
42,848$1.2M0.3%ETFLowGrand Blanc, MI2026-10-19
Heritage Investment Group, Inc.
40,973$1.1M0.2%ETFVery LowPompano Beach, FL2026-11-03
Timonier Family Office, Ltd.
40,303$1.1M0.4%ETFVery LowWinston Salem, NC2026-11-03
Live Oak Private Wealth LLC
38,588$1.0M0.1%ValueLowWilmington, NC2026-11-02
Cypress Point Wealth Management, LLC
37,786$1.0M0.1%ETFLowDallas, TX2026-11-03
Ares Financial Consulting, LLC
37,168$1.0M0.7%CoreLowCalabasas, CA2026-10-19
Core Wealth Management, Inc.
35,625$963.7K0.3%ETFVery LowJupiter, FL2026-10-22
Canvas Wealth Advisors, LLC
34,354$963.6K0.1%GrowthLowShawnee, KS2026-11-02
Diversify Wealth Management, LLC
33,607$919.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
33,607$919.5K0.0%GrowthLowSandy, UT2026-10-20
Equita Financial Network, Inc.
33,601$908.9K0.3%ETFLowFort Washington, PA2026-10-19
Master's Wealth Management Inc.
33,269$899.9K0.3%ETFMediumLancaster, PA2026-10-22
Tactive Advisors, LLC
32,648$883.1K0.2%ETFHighJacksonville, FL2026-10-08
Mission Wealth Management, LP
32,312$874.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Market Street Wealth Management Advisors LLC
31,352$848.1K0.1%ETFMediumIndianapolis, IN2026-10-09
Shearwater Capital LLC
29,973$810.8K0.4%ETFVery LowDenver, CO2026-10-13
Kestra Private Wealth Services, LLC
28,974$783.7K0.0%GrowthLowAustin, TX2026-10-30
Signal Advisors Wealth, LLC
28,943$782.9K0.0%ETFLowDetroit, MI2026-10-13
Foster Group, Inc.
28,254$764.3K0.0%ETFVery LowUrbandale, IA2026-10-13
Heffernan Advisory, Inc
28,100$760.1K0.5%ETFLowFlagstaff, AZ2026-10-13
Larry Mathis Financial Planning, LLC
27,120$733.6K0.6%ValueHighPhoenix, AZ2026-10-26
Kane Co Wealth Management, Inc.
26,789$724.6K0.6%ETFVery LowJohnston, IA2026-11-04
Brookstone Capital Management
25,695$695.1K0.0%ETFMediumWheaton, IL2026-10-22
Capstone Wealth Management, LLC
25,673$694.5K0.3%ETFLowTuscaloosa, AL2026-11-02
Firethorn Wealth Partners, LLC
25,430$687.9K0.2%ETFLowAugusta, GA2026-10-14
Essential Planning, Llc.
25,270$683.6K0.2%ETFLowPortsmouth, NH2026-10-21
Truist Financial Corp
24,899$673.5K0.0%CoreLowCharlotte, NC2026-10-30
Mills Wealth Advisors LLC
24,501$662.7K0.2%ETFMediumSouthlake, TX2026-10-22
Collective Family Office LLC
23,170$626.7K0.1%ETFLowYork, PA2026-10-05
First Pacific Financial
22,284$602.8K0.1%ETFLowVancouver, WA2026-10-14
Oath Planning, LLC
21,638$585.3K0.4%ETFVery LowTulsa, OK2026-10-20
Aerodigm Wealth, LLC
21,059$569.6K0.2%ETFLowLake Oswego, OR2026-10-16
Leading Edge Financial Planning LLC
20,640$558.3K0.1%ETFLowKnoxville, TN2026-10-23
Selective Wealth Management, Inc.
19,432$531.7K0.1%ETFLowForest, VA2026-10-16
Hill Island Financial LLC
19,300$522.1K0.1%ETFLowGrand Rapids, MI2026-10-20
Triad Wealth Partners, LLC
18,480$499.9K0.0%ETFMediumLawrence, KS2026-10-26
Signaturefd, LLC
18,224$493.0K0.0%IndexLowAtlanta, GA2026-10-23
Foundation Wealth Management, Llc\pa
17,533$474.3K0.2%ETFLowMedia, PA2026-10-14
Choreo, LLC
16,928$457.9K0.0%IndexLowRockford, IL2026-10-28
Simplicity Wealth,LLC
16,666$450.8K0.0%ETFLowSummit, NJ2026-10-23
BIP Wealth, LLC
16,091$435.3K0.0%ETFMediumAtlanta, GA2026-10-22
Regions Financial Corp
15,333$414.8K0.0%CoreLowBirmingham, AL2026-11-05
Navigate Wealth Management, LLC
15,282$415.5K0.3%ETFLowBirmingham, AL2026-10-14
Investmark Advisory Group LLC
15,039$406.9K0.1%ETFVery LowShelton, CT2026-10-27
Two West Capital Advisors LLC
14,593$398.1K0.2%ETFLowOverland Park, KS2026-10-15
Elevate Wealth Advisory, Inc
14,521$392.8K0.2%ETFVery LowAthens, GA2026-10-29
IFP Advisors, Inc
14,429$390.3K0.0%GrowthLowTampa, FL2026-10-16
Global Financial Private Client, LLC
14,405$389.7K0.1%GrowthLowSarasota, FL2026-10-15
Abacus Wealth Partners, LLC
14,331$387.7K0.0%ETFLowSanta Monica, CA2026-11-03
Hutchens & Kramer Investment Management Group, LLC
13,201$357.1K0.1%ETFLowIndianapolis, IN2026-10-16
Squire Investment Management Company, LLC
12,939$350.0K0.1%ETFVery LowOrem, UT2026-11-03
Donalies Financial Planning, LLC
12,595$340.7K0.3%ETFVery LowWashington, DC2026-10-19
Vested Financial Planning, LLC
12,287$332.4K0.2%ETFMediumSan Carlos, CA2026-10-28
Approach Retirement Advisors, LLC
12,088$327.0K0.2%ETFLowVestavia, AL2026-10-22
Concurrent Investment Advisors, LLC
11,318$306.2K0.0%GrowthMediumTampa, FL2026-10-16
Fonville Wealth Management LLC
11,302$305.7K0.0%ETFVery LowRichmond, VA2026-10-28
Assetmark, Inc
11,125$300.9K0.0%ETFLowConcord, CA2026-10-21
Apollon Wealth Management, LLC
11,008$297.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
McGrath & Associates, Inc.
10,902$294.9K0.3%ETFMediumAsheville, NC2026-10-27
KFG Wealth Management, LLC
10,564$285.8K0.0%ETFMediumGranger, IN2026-10-16
Security Financial Services, Inc.
10,170$275.1K0.0%ETFMediumFort Wayne, IN2026-10-29
Thrivent Financial for Lutherans
9,883$267.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Vilga Financial Planning LLC
9,728$263.1K0.2%ETFVery LowFair Lawn, NJ2026-10-09
Gemmer Asset Management LLC
9,052$244.8K0.0%ETFLowWalnut Creek, CA2026-10-16
HMV Wealth Advisors, LLC
8,975$242.8K0.1%ETFVery LowShreveport, LA2026-10-27
Client 1ST Advisory Group, LLC
8,554$231.4K0.1%ETFVery LowDunedin, FL2026-10-19
IFG Advisors, LLC
8,415$227.6K0.0%ETFVery LowSt. Louis, MO2026-10-15
Washington Trust Advisors, Inc.
8,211$222.1K0.0%GrowthLowWellesley, MA2026-10-22
Glass Jacobson Investment Advisors llc
8,019$216.9K0.1%ETFLowOwings Mills, MD2026-10-26
Ashton Thomas Private Wealth, LLC
5,657$153.0K0.0%CoreMediumScottsdale, AZ2026-11-03
3 Factor Indexing, LLC
4,662$126.1K0.1%ETFLowSacramento, CA2026-10-15
Rachor Investment Advisory Services, LLC
4,311$116.6K0.1%ETFVery LowLinden, MI2026-10-29
Fifth Third Bancorp
3,629$98.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Angeles Wealth Management, LLC
3,368$91.1K0.0%ETFLowSanta Monica, CA2026-10-26
Private Trust Co NA
3,000$81.2K0.0%CoreLowCleveland, OH2026-10-20
Reyes Financial Architecture, Inc.
2,462$66.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Redwood Park Advisors LLC
1,909$51.6K0.0%ETFVery LowRedwood City, CA2026-11-02
RHL Group, LLC
952$25.7K0.0%ETFVery HighHolly, MI2026-11-04
Blume Capital Management, Inc.
905$24.5K0.0%CoreMediumBerkeley, CA2026-10-26
Parkside Financial Bank & Trust
779$21.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Concord Wealth Partners
593$16.0K0.0%GrowthLowAbingdon, VA2026-11-02
Moisand Fitzgerald Tamayo, LLC
532$14.4K0.0%ETFVery LowOrlando, FL2026-10-15
Larson Financial Group LLC
512$13.9K0.0%GrowthLowSt Louis, MO2026-11-05
Balance Wealth Partners LLC
346$9.4K0.0%ETFMediumWorthington, OH2026-10-27
Ascentis Independent Advisors
315$8.5K0.0%ETFLowDallas, TX2026-11-03
Barrett & Company, Inc.
279$7.5K0.0%ETFLowProvidence, RI2026-10-22
CoreCap Advisors, LLC
265$7.2K0.0%ETFMediumSouthfield, MI2026-10-08
Farmers & Merchants Investments Inc
233$6.3K0.0%CoreVery LowLincoln, NE2026-10-22
Elevation Wealth Partners, LLC
213$5.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Capital Investment Advisory Services, LLC
181$4.9K0.0%CoreMediumRaleigh, NC2026-10-30
Compass Financial Management LLC
107$2.9K0.0%CoreN/ATampa, FL2026-10-30
Silver Grove Financial Group, Inc.
29$7840.0%CoreMediumOrchard Park, NY2026-11-05
Key Capital Management, Inc
18$4870.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03