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DIM US Large Cap Value ETF (DFLV)

CUSIP: 25434V666 | NYSE | 525 institutional holders

Quarters

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

Root Financial Partners, LLC5,223,140
7.0% of portfolio›$209.8M
Vise Technologies, Inc.5,162,450
1.7% of portfolio›$207.4M
Foster Group, Inc.3,838,030
4.2% of portfolio›$154.2M
Summit Financial Strategies, Inc.2,699,514
7.5% of portfolio›$108.4M
Apella Capital, LLC1,975,047
1.0% of portfolio›$80.0M
DiNuzzo Private Wealth, Inc.1,750,198
7.0% of portfolio›$70.3M
Index Fund Advisors, Inc.1,543,428
2.6% of portfolio›$62.0M
Phillips Financial Management, LLC1,436,766
4.4% of portfolio›$57.7M
Eclectic Associates Inc1,280,833
5.7% of portfolio›$51.5M
Family Investment Center, Inc.1,274,790
8.4% of portfolio›$51.2M
Mather Group, Llc.1,224,452
0.4% of portfolio›$49.2M
Diversified Portfolios, Inc.1,097,978
3.0% of portfolio›$44.1M
Wealth Enhancement Advisory Services, LLC1,075,599
0.1% of portfolio›$43.9M
Destiny Wealth Partners, LLC1,070,754
4.6% of portfolio›$44.9M
McKinley Carter Wealth Services, Inc.969,757
2.0% of portfolio›$39.0M
Acropolis Investment Management, LLC916,824
1.5% of portfolio›$36.8M
Linscomb Wealth, Inc.871,542
1.5% of portfolio›$35.0M
EnRich Financial Partners LLC834,876
8.1% of portfolio›$33.5M
Lakeshore Financial Planning, Inc.770,614
9.6% of portfolio›$31.0M
Wealth Architects, LLC755,845
2.4% of portfolio›$30.4M
Acorn Creek Capital LLC729,872
9.7% of portfolio›$29.3M
Stage Harbor Financial, LLC700,295
16.0% of portfolio›$28.1M
Three Arch Wealth Management LLC665,777
4.3% of portfolio›$26.7M
Creative Planning626,792
0.0% of portfolio›$25.2M
Evanson Financial, LLC606,328
1.2% of portfolio›$24.4M
Foundry Financial LLC595,794
7.4% of portfolio›$23.9M
Commonwealth Equity Services, LLC508,776
0.0% of portfolio›$20.4M
Trinity Financial Advisors LLC469,483
4.9% of portfolio›$18.9M
West Financial Advisors, LLC462,061
2.8% of portfolio›$18.6M
Austin Asset Management Co Inc444,672
2.4% of portfolio›$17.9M
Sachem Hill LLC438,039
3.1% of portfolio›$17.6M
Kelly Financial Group LLC426,660
3.9% of portfolio›$17.1M
Burk Holdings LLC405,694
5.6% of portfolio›$16.3M
Equita Financial Network, Inc.401,637
4.6% of portfolio›$16.1M
BOS Asset Management, LLC400,058
3.8% of portfolio›$16.1M
Sterling Wealth Management, Inc.393,262
4.1% of portfolio›$15.8M
Prudent Man Investment Management, Inc.387,583
4.4% of portfolio›$15.6M
Maryland Capital Advisors Inc.376,013
4.7% of portfolio›$15.1M
Chicago Partners Investment Group LLC368,368
0.3% of portfolio›$15.3M
Navigate Wealth Management, LLC351,743
8.7% of portfolio›$14.4M
Pillar Financial Advisors, LLC350,975
7.7% of portfolio›$14.1M
SAX Wealth Advisors, LLC346,705
0.4% of portfolio›$13.9M
RFG Advisory, LLC336,950
0.2% of portfolio›$13.5M
Truist Financial Corp335,220
0.0% of portfolio›$13.5M
WJ Wealth Management, LLC333,326
5.4% of portfolio›$13.4M
Studio Investment Management LLC331,242
2.3% of portfolio›$13.3M
Legacy Financial Group, Inc.316,722
2.9% of portfolio›$12.7M
Fiduciary Financial Group, LLC309,259
1.5% of portfolio›$12.4M
Gemmer Asset Management LLC307,661
0.8% of portfolio›$12.4M
TCI Wealth Advisors, Inc.306,936
0.5% of portfolio›$12.3M
Level Financial Advisors305,492
2.7% of portfolio›$12.3M
Modera Wealth Management, LLC304,402
0.1% of portfolio›$12.2M
Cambridge Investment Research Advisors, Inc.294,349
0.1% of portfolio›$11.8M
Golden Bell Financial Planning LLC290,367
8.6% of portfolio›$11.7M
Mustard Seed Financial, LLC274,863
5.7% of portfolio›$11.0M
FinDec Wealth Services, Inc.267,259
12.8% of portfolio›$10.7M
BIP Wealth, LLC256,177
0.3% of portfolio›$10.3M
Apollon Wealth Management, LLC245,774
0.1% of portfolio›$9.9M
CPA Asset Management Group, LLC241,593
2.7% of portfolio›$9.7M
Farther Finance Advisors, LLC229,719
0.1% of portfolio›$9.2M
Perigon Wealth Management, LLC225,485
0.1% of portfolio›$9.1M
Bfsg, LLC220,284
0.8% of portfolio›$8.8M
Vestia Personal Wealth Advisors216,111
3.3% of portfolio›$8.7M
Concurrent Investment Advisors, LLC201,833
0.1% of portfolio›$8.1M
GEM Asset Management, LLC193,046
3.1% of portfolio›$7.8M
Sentinel Pension Advisors, LLC186,759
0.9% of portfolio›$7.5M
Elevate Wealth Advisory, Inc181,313
3.7% of portfolio›$7.3M
Redwood Park Advisors LLC170,324
4.4% of portfolio›$6.8M
Master's Wealth Management Inc.166,819
2.0% of portfolio›$6.7M
Mills Wealth Advisors LLC152,185
1.9% of portfolio›$6.1M
First Financial Group Corp145,797
4.5% of portfolio›$5.9M
Signature Estate & Investment Advisors LLC140,461
0.1% of portfolio›$5.6M
Gradient Capital Advisors, LLC132,598
1.2% of portfolio›$5.3M
Acorn Financial Advisory Services Inc130,218
0.7% of portfolio›$5.2M
DBK Financial Counsel, LLC126,992
4.1% of portfolio›$5.1M
Advisortrust Partners, LLC126,678
1.6% of portfolio›$5.1M
Sprinkle Financial Consultants LLC124,986
2.0% of portfolio›$5.0M
CLG LLC121,873
1.0% of portfolio›$4.9M
PKS Advisory Services, LLC121,791
0.8% of portfolio›$4.8M
Plancorp, LLC117,879
0.1% of portfolio›$4.9M
Glass Jacobson Investment Advisors llc116,429
1.4% of portfolio›$4.7M
Apeiron RIA LLC116,042
1.1% of portfolio›$4.7M
Collective Family Office LLC113,466
0.9% of portfolio›$4.6M
Strategent Financial, LLC110,952
2.2% of portfolio›$4.5M
Elser Financial Planning, Inc108,451
0.2% of portfolio›$4.4M
Park Avenue Securities LLC108,237
0.1% of portfolio›$4.3M
Financial Harvest, LLC108,188
2.0% of portfolio›$4.3M
Larson Financial Group LLC107,342
0.1% of portfolio›$4.3M
Avidian Wealth Enterprises, LLC106,965
0.1% of portfolio›$4.3M
Sage Mountain Advisors LLC106,502
0.3% of portfolio›$4.3M
McCarley & Cook Financial Planners106,398
3.2% of portfolio›$4.3M
Bdfs Capital LLC102,106
2.0% of portfolio›$4.1M
Cyndeo Wealth Partners, LLC99,456
0.2% of portfolio›$4.0M
Wealthcare Advisory Partners LLC99,266
0.1% of portfolio›$4.0M
City State Bank98,081
0.9% of portfolio›$3.9M
Ferguson Johnson Wealth Management Inc88,583
2.6% of portfolio›$3.6M
Investmark Advisory Group LLC85,945
1.1% of portfolio›$3.5M
E6 Portfolios, LLC79,235
2.4% of portfolio›$3.2M
Wilkerson Advisory Group LLC78,228
0.9% of portfolio›$3.1M
Builder Investment Group Inc77,778
0.6% of portfolio›$3.1M
Clear Creek Financial Management, LLC69,631
0.2% of portfolio›$2.8M
Lido Advisors, LLC67,998
0.0% of portfolio›$2.7M
Vannoy Advisory Group, Inc.67,268
1.6% of portfolio›$2.7M
Porter White Investment Advisors, Inc.65,620
1.6% of portfolio›$2.6M
Porter White Investment Advisors, Inc.65,620
1.6% of portfolio›$2.6M
Factor Wealth Management LTD63,365
0.4% of portfolio›$2.5M
McMill Wealth Management62,342
0.6% of portfolio›$2.5M
M Holdings Securities, Inc.61,079
0.0% of portfolio›$2.6K
Integras Partners LLC59,521
1.3% of portfolio›$2.4M
Kestra Advisory Services, LLC55,045
0.0% of portfolio›$2.2M
Lauer Wealth, LLC55,010
1.4% of portfolio›$2.2M
Mraz, Amerine & Associates, Inc.54,973
0.3% of portfolio›$2.2M
SC&H Financial Advisors, Inc.54,518
0.3% of portfolio›$2.2M
LifeSteps Financial, Inc.51,898
1.0% of portfolio›$2.1M
B&D White Capital Company, LLC50,366
0.2% of portfolio›$2.0M
Formidable Asset Management, LLC48,924
0.3% of portfolio›$1.9M
L.K. Benson & Company, P.C.48,477
0.6% of portfolio›$1.9M
GEN Financial Management, Inc.47,622
1.0% of portfolio›$1.9M
Aire Advisors, LLC47,327
0.3% of portfolio›$1.9M
Hill Island Financial LLC46,790
0.4% of portfolio›$1.9M
Long Island Wealth Management, Inc.44,163
0.7% of portfolio›$1.8M
Cannon Financial Strategists, Inc.42,572
0.2% of portfolio›$1.7M
Voisard Asset Management Group, Inc.41,680
0.3% of portfolio›$1.7M
Hartmann Taylor Wealth Management, LLC41,012
0.9% of portfolio›$1.6M
PCA Investment Advisory Services Inc.40,528
0.4% of portfolio›$1.6M
Retirement Guys Formula LLC40,125
0.6% of portfolio›$1.6M
Forteris Wealth Management Inc.39,059
1.3% of portfolio›$1.6M
MFA Wealth Services38,306
0.9% of portfolio›$1.5M
Infinity Wealth Counsel, LLC36,429
1.2% of portfolio›$1.5M
Willow Creek Wealth Management Inc.35,696
0.1% of portfolio›$1.4M
Choreo, LLC34,066
0.0% of portfolio›$1.4M
Disciplined Equity Management, Inc.33,950
0.6% of portfolio›$1.4M
Petersen Hastings Wealth Advisors Inc.33,673
0.1% of portfolio›$1.4M
Cowa, LLC32,802
0.3% of portfolio›$1.3M
Emprise Bank32,177
0.5% of portfolio›$1.3M
Mission Wealth Management, LP32,092
0.0% of portfolio›$1.3M
TruNorth Capital Management, LLC31,577
0.2% of portfolio›$1.3M
Samalin Investment Counsel, LLC30,212
0.4% of portfolio›$1.2M
Oceanside Advisors LLC30,189
0.7% of portfolio›$1.2M
Sterling Financial Planning, Inc.29,755
0.3% of portfolio›$1.2M
Ocean Park Asset Management, LLC29,400
0.1% of portfolio›$1.2M
Cliftonlarsonallen Wealth Advisors, LLC28,881
0.0% of portfolio›$1.2M
Compound Planning, Inc.26,402
0.0% of portfolio›$1.1M
Spire Wealth Management25,557
0.0% of portfolio›$1.0M
Approach Retirement Advisors, LLC22,656
0.7% of portfolio›$910.1K
Wolfstich Capital, LLC21,636
0.7% of portfolio›$874.6K
McGrath & Associates, Inc.20,887
0.9% of portfolio›$839.0K
IFP Advisors, Inc20,791
0.0% of portfolio›$835.2K
Pacific Asset Management, LLC20,731
0.4% of portfolio›$832.8K
Washington Trust Advisors, Inc.19,694
0.1% of portfolio›$791.1K
180 Wealth Advisors, LLC19,431
0.1% of portfolio›$780.5K
Prosperity Advisers, LLC19,338
0.5% of portfolio›$776.8K
SBK Financial, Inc.18,838
0.4% of portfolio›$756.7K
Fortitude Family Office, LLC18,776
0.1% of portfolio›$754.2K
Optima Capital LLC18,500
0.3% of portfolio›$743.1K
Independent Wealth Advisors LLC17,671
0.6% of portfolio›$709.9K
Naples Global Advisors, LLC16,788
0.0% of portfolio›$674.4K
Wealth Management Nebraska16,605
0.1% of portfolio›$667.1K
Parkshore Wealth Management, Inc.16,576
0.2% of portfolio›$665.9K
Eastern Bank15,764
0.0% of portfolio›$633.2K
Twin Cities Retirement Group LLC15,583
0.5% of portfolio›$626.0K
Clark Asset Management, LLC15,275
0.0% of portfolio›$613.6K
Summit Wealth Group LLC / Co15,040
0.0% of portfolio›$604.1K
Sensible Money, LLC14,869
0.2% of portfolio›$597.3K
Wingate Wealth Advisors, Inc.14,658
0.2% of portfolio›$588.8K
Asset Dedication, LLC14,588
0.0% of portfolio›$586.0K
Mesirow Financial Investment Management, Inc.14,162
0.0% of portfolio›$568.9K
Momentous Wealth Management, Inc.13,983
0.3% of portfolio›$561.7K
Foundation Wealth Management, Llc\pa13,787
0.2% of portfolio›$553.8K
CogentBlue Wealth Advisors, LLC13,226
0.5% of portfolio›$531.3K
SYM Financial Corp12,497
0.0% of portfolio›$502.0K
Atria Investments, Inc12,287
0.0% of portfolio›$493.6K
CFS Investment Advisory Services, LLC11,940
0.0% of portfolio›$486.8K
Riverchase Wealth Management, LLC11,683
0.2% of portfolio›$469.3K
Florida Trust Wealth Management Co11,605
0.0% of portfolio›$466.2K
McClarren Financial Advisors, Inc.11,006
0.3% of portfolio›$537.6K
Canvas Wealth Advisors, LLC10,913
0.1% of portfolio›$458.8K
Donalies Financial Planning, LLC10,781
0.3% of portfolio›$433.1K
Valued Wealth Advisors LLC10,493
0.1% of portfolio›$421.5K
Dynamic Advisor Solutions LLC10,135
0.0% of portfolio›$407.1K
55 North Private Wealth, LLC9,931
0.1% of portfolio›$398.9K
Financial Symmetry Inc9,927
0.1% of portfolio›$398.8K
Triune Financial Partners, LLC9,719
0.1% of portfolio›$390.4K
Dixon Fnancial Services, Inc.9,467
0.2% of portfolio›$380.3K
BCO Wealth Management LLC9,180
0.2% of portfolio›$368.8K
Mullaney, Keating & Wright, Inc.9,115
0.2% of portfolio›$366.2K
Everhart Financial Group, Inc.9,067
0.0% of portfolio›$364.2K
Quadcap Wealth Management, LLC8,804
0.0% of portfolio›$353.7K
Squire Investment Management Company, LLC8,790
0.1% of portfolio›$353.1K
RAM Investment Partners, LLC8,701
0.1% of portfolio›$349.5K
AlphaStar Capital Management, LLC8,641
0.0% of portfolio›$347.1K
Kane Co Wealth Management, Inc.8,534
0.3% of portfolio›$342.8K
Aurelius Family Office LLC8,526
0.1% of portfolio›$342.5K
Integrity Alliance, Llc.7,905
0.0% of portfolio›$317.5K
TrustWell Financial Advisors, LLC7,858
0.3% of portfolio›$315.7K
Verdence Capital Advisors LLC7,534
0.0% of portfolio›$302.6K
Seamount Financial Group Inc7,406
0.1% of portfolio›$297.5K
Triad Wealth Partners, LLC7,037
0.0% of portfolio›$282.7K
Able Financial Group, LLC7,005
0.0% of portfolio›$281.4K
XY Planning Network, Inc.6,930
0.0% of portfolio›$278.4K
Shearwater Capital LLC6,503
0.1% of portfolio›$261.2K
OpenArc Corporate Advisory, LLC6,314
0.0% of portfolio›$253.6K
Pioneer Wealth Management Group6,276
0.1% of portfolio›$252.1K
Fonville Wealth Management LLC6,145
0.0% of portfolio›$246.8K
Entrewealth, LLC6,104
0.1% of portfolio›$245.2K
Balefire, LLC5,807
0.0% of portfolio›$233.3K
Wedmont Private Capital5,786
0.0% of portfolio›$235.9K
Larry Mathis Financial Planning, LLC5,725
0.2% of portfolio›$230.0K
Lpwm LLC5,582
0.0% of portfolio›$224.2K
HUB Investment Partners, LLC5,266
0.0% of portfolio›$211.5K
Rockwood Wealth Management, LLC5,221
0.0% of portfolio›$209.7K
AlphaCore Capital LLC3,914
0.0% of portfolio›$157.2K
DecisionPoint Financial, LLC3,727
0.0% of portfolio›$150.3K
Jacobi Capital Management LLC3,671
0.0% of portfolio›$147.5K
S.A. Mason LLC2,529
0.0% of portfolio›$101.6K
Parkside Financial Bank & Trust1,934
0.0% of portfolio›$77.7K
Barrett & Company, Inc.1,617
0.0% of portfolio›$65.0K
Cherry Tree Wealth Management, LLC1,200
0.0% of portfolio›$48.2K
Angeles Wealth Management, LLC1,146
0.0% of portfolio›$46.0K
Jnba Financial Advisors1,120
0.0% of portfolio›$45.0K
Rossby Financial, LCC1,088
0.0% of portfolio›$43.7K
Horizon Financial Services, LLC851
0.0% of portfolio›$34.2K
Maseco LLP785
0.0% of portfolio›$31.5K
Concord Wealth Partners671
0.0% of portfolio›$26.9K
Signature Resources Capital Management, LLC651
0.0% of portfolio›$26.2K
Global Trust Asset Management, LLC398
0.0% of portfolio›$16.0K
Creative Capital Management Investments LLC331
0.0% of portfolio›$13.3K
EverSource Wealth Advisors, LLC201
0.0% of portfolio›$8.1K
LAM Group, Inc.50
0.0% of portfolio›$2.0K
Simplex Trading, LLC28
0.0% of portfolio›$1.1K
Assetmark, Inc14
0.0% of portfolio›$562
StyleTurnoverLocationFiled
Root Financial Partners, LLC
5,223,140$209.8M7.0%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
5,162,450$207.4M1.7%IndexLowNew York, NY2026-10-29
Foster Group, Inc.
3,838,030$154.2M4.2%ETFVery LowUrbandale, IA2026-10-13
Summit Financial Strategies, Inc.
2,699,514$108.4M7.5%ETFLowColumbus, OH2026-10-14
Apella Capital, LLC
1,975,047$80.0M1.0%ETFVery LowWest Hartford, CT2026-10-08
DiNuzzo Private Wealth, Inc.
1,750,198$70.3M7.0%ETFLowBeaver, PA2026-10-16
Index Fund Advisors, Inc.
1,543,428$62.0M2.6%ETFVery LowIrvine, CA2026-11-05
Phillips Financial Management, LLC
1,436,766$57.7M4.4%ETFVery LowFort Wayne, IN2026-10-19
Eclectic Associates Inc
1,280,833$51.5M5.7%ETFVery LowFullerton, CA2026-10-09
Family Investment Center, Inc.
1,274,790$51.2M8.4%ETFMediumSaint Joseph, MO2026-10-19
Mather Group, Llc.
1,224,452$49.2M0.4%ETFMediumChicago, IL2026-10-14
Diversified Portfolios, Inc.
1,097,978$44.1M3.0%ETFLowBloomfield Hills, MI2026-11-04
Wealth Enhancement Advisory Services, LLC
1,075,599$43.9M0.1%CoreLowPlymouth, MN2026-10-13
Destiny Wealth Partners, LLC
1,070,754$44.9M4.6%ETFMediumTavares, FL2026-11-05
McKinley Carter Wealth Services, Inc.
969,757$39.0M2.0%ETFMediumWheeling, WV2026-10-16
Acropolis Investment Management, LLC
916,824$36.8M1.5%ETFLowSt. Louis, MO2026-10-08
Linscomb Wealth, Inc.
871,542$35.0M1.5%ETFLowHouston, TX2026-11-05
EnRich Financial Partners LLC
834,876$33.5M8.1%ETFVery LowMadison, WI2026-10-21
Lakeshore Financial Planning, Inc.
770,614$31.0M9.6%ETFLowSt. Clair Shores, MI2026-10-13
Wealth Architects, LLC
755,845$30.4M2.4%ETFVery LowMountain View, CA2026-11-03
Acorn Creek Capital LLC
729,872$29.3M9.7%ETFLowFort Collins, CO2026-11-05
Stage Harbor Financial, LLC
700,295$28.1M16.0%ETFVery LowWestwood, MA2026-11-03
Three Arch Wealth Management LLC
665,777$26.7M4.3%ETFVery LowIrvine, CA2026-10-20
Creative Planning
626,792$25.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Evanson Financial, LLC
606,328$24.4M1.2%ETFN/AMclean, VA2026-10-23
Foundry Financial LLC
595,794$23.9M7.4%ETFMediumPasadena, CA2026-10-16
Commonwealth Equity Services, LLC
508,776$20.4M0.0%ETFLowWaltham, MA2026-11-02
Trinity Financial Advisors LLC
469,483$18.9M4.9%ETFLowColumbus, OH2026-10-09
West Financial Advisors, LLC
462,061$18.6M2.8%ETFLowDes Moines, IA2026-10-22
Austin Asset Management Co Inc
444,672$17.9M2.4%ETFVery LowAustin, TX2026-10-29
Sachem Hill LLC
438,039$17.6M3.1%ETFVery LowDenver, CO2026-10-14
Kelly Financial Group LLC
426,660$17.1M3.9%ETFLowWethersfield, CT2026-10-16
Burk Holdings LLC
405,694$16.3M5.6%ETFVery LowTulsa, OK2026-11-05
Equita Financial Network, Inc.
401,637$16.1M4.6%ETFLowFort Washington, PA2026-10-19
BOS Asset Management, LLC
400,058$16.1M3.8%ETFLowSpringfield, IL2026-10-09
Sterling Wealth Management, Inc.
393,262$15.8M4.1%ETFLowChampaign, IL2026-10-23
Prudent Man Investment Management, Inc.
387,583$15.6M4.4%ETFVery LowLouisville, CO2026-11-03
Maryland Capital Advisors Inc.
376,013$15.1M4.7%ETFVery LowChester, MD2026-10-15
Chicago Partners Investment Group LLC
368,368$15.3M0.3%GARPLowChicago, IL2026-10-27
Navigate Wealth Management, LLC
351,743$14.4M8.7%ETFLowBirmingham, AL2026-10-14
Pillar Financial Advisors, LLC
350,975$14.1M7.7%ETFVery LowLouisville, KY2026-10-21
SAX Wealth Advisors, LLC
346,705$13.9M0.4%ETFVery LowParsippany, NJ2026-10-13
RFG Advisory, LLC
336,950$13.5M0.2%ETFMediumBirmingham, AL2026-11-03
Truist Financial Corp
335,220$13.5M0.0%CoreLowCharlotte, NC2026-10-30
WJ Wealth Management, LLC
333,326$13.4M5.4%ETFMediumGlendale, AZ2026-11-03
Studio Investment Management LLC
331,242$13.3M2.3%ETFLowChicago, IL2026-10-22
Legacy Financial Group, Inc.
316,722$12.7M2.9%ETFLowTulsa, OK2026-10-21
Fiduciary Financial Group, LLC
309,259$12.4M1.5%ETFLowSan Rafael, CA2026-10-13
Gemmer Asset Management LLC
307,661$12.4M0.8%ETFLowWalnut Creek, CA2026-10-16
TCI Wealth Advisors, Inc.
306,936$12.3M0.5%ETFLowTucson, AZ2026-10-30
Level Financial Advisors
305,492$12.3M2.7%ETFLowEast Amherst, NY2026-10-13
Modera Wealth Management, LLC
304,402$12.2M0.1%ETFVery LowWestwood, NJ2026-10-28
Cambridge Investment Research Advisors, Inc.
294,349$11.8M0.1%ETFLowFairfield, IA2026-11-02
Golden Bell Financial Planning LLC
290,367$11.7M8.6%ETFVery LowAlpharetta, GA2026-11-02
Mustard Seed Financial, LLC
274,863$11.0M5.7%ETFLowMagnolia, AR2026-10-30
FinDec Wealth Services, Inc.
267,259$10.7M12.8%ETFVery LowStockton, CA2026-10-30
BIP Wealth, LLC
256,177$10.3M0.3%ETFMediumAtlanta, GA2026-10-22
Apollon Wealth Management, LLC
245,774$9.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
CPA Asset Management Group, LLC
241,593$9.7M2.7%ETFMediumWest Palm Beach, FL2026-10-26
Farther Finance Advisors, LLC
229,719$9.2M0.1%IndexLowSan Francisco, CA2026-10-08
Perigon Wealth Management, LLC
225,485$9.1M0.1%GrowthLowSan Francisco, CA2026-10-22
Bfsg, LLC
220,284$8.8M0.8%CoreLowIrvine, CA2026-10-30
Vestia Personal Wealth Advisors
216,111$8.7M3.3%ETFMediumFort Wayne, IN2026-10-20
Concurrent Investment Advisors, LLC
201,833$8.1M0.1%GrowthMediumTampa, FL2026-10-16
GEM Asset Management, LLC
193,046$7.8M3.1%ETFLowPlymouth, MI2026-10-13
Sentinel Pension Advisors, LLC
186,759$7.5M0.9%ETFLowWakefield, MA2026-11-02
Elevate Wealth Advisory, Inc
181,313$7.3M3.7%ETFVery LowAthens, GA2026-10-29
Redwood Park Advisors LLC
170,324$6.8M4.4%ETFVery LowRedwood City, CA2026-11-02
Master's Wealth Management Inc.
166,819$6.7M2.0%ETFMediumLancaster, PA2026-10-22
Mills Wealth Advisors LLC
152,185$6.1M1.9%ETFMediumSouthlake, TX2026-10-22
First Financial Group Corp
145,797$5.9M4.5%ETFLowRaleigh, NC2026-10-22
Signature Estate & Investment Advisors LLC
140,461$5.6M0.1%ETFMediumLos Angeles, CA2026-10-13
Gradient Capital Advisors, LLC
132,598$5.3M1.2%ETFLowSan Diego, CA2026-10-21
Acorn Financial Advisory Services Inc
130,218$5.2M0.7%ETFMediumReston, VA2026-11-02
DBK Financial Counsel, LLC
126,992$5.1M4.1%ETFVery LowCuyahoga Falls, OH2026-10-13
Advisortrust Partners, LLC
126,678$5.1M1.6%CoreHighRaleigh, NC2026-11-02
Sprinkle Financial Consultants LLC
124,986$5.0M2.0%ETFLowLittleton, CO2026-10-09
CLG LLC
121,873$4.9M1.0%ETFMediumLong Beach, CA2026-10-13
PKS Advisory Services, LLC
121,791$4.8M0.8%ETFMediumAlbany, NY2026-10-26
Plancorp, LLC
117,879$4.9M0.1%ETFLowSaint Louis, MO2026-11-03
Glass Jacobson Investment Advisors llc
116,429$4.7M1.4%ETFLowOwings Mills, MD2026-10-26
Apeiron RIA LLC
116,042$4.7M1.1%ETFMediumDallas, TX2026-10-08
Collective Family Office LLC
113,466$4.6M0.9%ETFLowYork, PA2026-10-05
Strategent Financial, LLC
110,952$4.5M2.2%ETFLowHarrisonburg, VA2026-10-30
Elser Financial Planning, Inc
108,451$4.4M0.2%GARPLowIndianapolis, IN2026-10-16
Park Avenue Securities LLC
108,237$4.3M0.1%ETFMediumNew York, NY2026-10-26
Financial Harvest, LLC
108,188$4.3M2.0%ETFVery LowWinter Park, FL2026-10-15
Larson Financial Group LLC
107,342$4.3M0.1%GrowthLowSt Louis, MO2026-11-05
Avidian Wealth Enterprises, LLC
106,965$4.3M0.1%ETFLowHouston, TX2026-10-08
Sage Mountain Advisors LLC
106,502$4.3M0.3%ETFLowAtlanta, GA2026-11-02
McCarley & Cook Financial Planners
106,398$4.3M3.2%ETFLowCincinnati, OH2026-10-21
Bdfs Capital LLC
102,106$4.1M2.0%ETFLowRehoboth Beach, DE2026-10-14
Cyndeo Wealth Partners, LLC
99,456$4.0M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Wealthcare Advisory Partners LLC
99,266$4.0M0.1%ETFLowWest Chester, PA2026-10-21
City State Bank
98,081$3.9M0.9%GrowthVery LowNorwalk, IA2026-10-20
Ferguson Johnson Wealth Management Inc
88,583$3.6M2.6%ETFVery LowRockville, MD2026-11-05
Investmark Advisory Group LLC
85,945$3.5M1.1%ETFVery LowShelton, CT2026-10-27
E6 Portfolios, LLC
79,235$3.2M2.4%ETFLowMidvale, UT2026-10-26
Wilkerson Advisory Group LLC
78,228$3.1M0.9%ETFMediumColumbia, MO2026-10-20
Builder Investment Group Inc
77,778$3.1M0.6%GrowthVery LowAtlanta, GA2026-10-22
Clear Creek Financial Management, LLC
69,631$2.8M0.2%ETFMediumSilverdale, WA2026-10-28
Lido Advisors, LLC
67,998$2.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Vannoy Advisory Group, Inc.
67,268$2.7M1.6%ETFVery LowAustin, TX2026-10-13
Porter White Investment Advisors, Inc.
65,620$2.6M1.6%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
65,620$2.6M1.6%ETFVery LowBirmingham, AL2026-10-14
Factor Wealth Management LTD
63,365$2.5M0.4%ETFLowChicago, IL2026-10-08
McMill Wealth Management
62,342$2.5M0.6%Deep ValueHighNorfolk, NE2026-11-05
M Holdings Securities, Inc.
61,079$2.6K0.0%ETFHighPortland, OR2026-11-03
Integras Partners LLC
59,521$2.4M1.3%CoreLowAlpharetta, GA2026-10-30
Kestra Advisory Services, LLC
55,045$2.2M0.0%CoreLowAustin, TX2026-11-02
Lauer Wealth, LLC
55,010$2.2M1.4%ETFMediumValparaiso, IN2026-10-13
Mraz, Amerine & Associates, Inc.
54,973$2.2M0.3%Deep ValueLowModesto, CA2026-10-30
SC&H Financial Advisors, Inc.
54,518$2.2M0.3%ETFVery LowHunt Valley, MD2026-10-14
LifeSteps Financial, Inc.
51,898$2.1M1.0%ETFLowClaremont, CA2026-10-15
B&D White Capital Company, LLC
50,366$2.0M0.2%ETFHighLakeway, TX2026-11-02
Formidable Asset Management, LLC
48,924$1.9M0.3%CoreLowCincinnati, OH2026-11-03
L.K. Benson & Company, P.C.
48,477$1.9M0.6%YieldVery LowTimonium, MD2026-10-23
GEN Financial Management, Inc.
47,622$1.9M1.0%ETFLowPlymouth, MN2026-10-13
Aire Advisors, LLC
47,327$1.9M0.3%ETFVery LowBeverly Hills, CA2026-10-22
Hill Island Financial LLC
46,790$1.9M0.4%ETFLowGrand Rapids, MI2026-10-20
Long Island Wealth Management, Inc.
44,163$1.8M0.7%ETFLowMelville, NY2026-10-20
Cannon Financial Strategists, Inc.
42,572$1.7M0.2%ETFVery LowAthens, GA2026-10-19
Voisard Asset Management Group, Inc.
41,680$1.7M0.3%ETFLowGrand Rapids, MI2026-10-13
Hartmann Taylor Wealth Management, LLC
41,012$1.6M0.9%ETFVery LowDallas, TX2026-10-14
PCA Investment Advisory Services Inc.
40,528$1.6M0.4%ETFVery LowCincinnati, OH2026-10-13
Retirement Guys Formula LLC
40,125$1.6M0.6%CoreMediumMaumee, OH2026-10-26
Forteris Wealth Management Inc.
39,059$1.6M1.3%ETFVery LowArmonk, NY2026-10-13
MFA Wealth Services
38,306$1.5M0.9%ETFLowThousand Oaks, CA2026-10-14
Infinity Wealth Counsel, LLC
36,429$1.5M1.2%ETFVery LowLoveland, OH2026-10-15
Willow Creek Wealth Management Inc.
35,696$1.4M0.1%ETFVery LowSebastopol, CA2026-10-26
Choreo, LLC
34,066$1.4M0.0%IndexLowRockford, IL2026-10-28
Disciplined Equity Management, Inc.
33,950$1.4M0.6%ETFVery LowNeptune Beach, FL2026-10-14
Petersen Hastings Wealth Advisors Inc.
33,673$1.4M0.1%ETFLowKennewick, WA2026-10-27
Cowa, LLC
32,802$1.3M0.3%ETFMediumTulsa, OK2026-10-30
Emprise Bank
32,177$1.3M0.5%ETFVery LowWichita, KS2026-10-07
Mission Wealth Management, LP
32,092$1.3M0.0%ETFLowSanta Barbara, CA2026-10-15
TruNorth Capital Management, LLC
31,577$1.3M0.2%ETFLowKalamazoo, MI2026-10-14
Samalin Investment Counsel, LLC
30,212$1.2M0.4%YieldMediumChappaqua, NY2026-10-23
Oceanside Advisors LLC
30,189$1.2M0.7%ETFVery LowMount Pleasant, SC2026-11-03
Sterling Financial Planning, Inc.
29,755$1.2M0.3%ETFVery LowSparta, NJ2026-10-28
Ocean Park Asset Management, LLC
29,400$1.2M0.1%ETFLowSanta Monica, CA2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
28,881$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
Compound Planning, Inc.
26,402$1.1M0.0%CoreLowNew York, NY2026-11-05
Spire Wealth Management
25,557$1.0M0.0%GrowthMediumMclean, VA2026-10-30
Approach Retirement Advisors, LLC
22,656$910.1K0.7%ETFLowVestavia, AL2026-10-22
Wolfstich Capital, LLC
21,636$874.6K0.7%ETFMediumMedfield, MA2026-10-14
McGrath & Associates, Inc.
20,887$839.0K0.9%ETFMediumAsheville, NC2026-10-27
IFP Advisors, Inc
20,791$835.2K0.0%GrowthLowTampa, FL2026-10-16
Pacific Asset Management, LLC
20,731$832.8K0.4%ETFVery LowGig Harbor, WA2026-10-15
Washington Trust Advisors, Inc.
19,694$791.1K0.1%GrowthLowWellesley, MA2026-10-22
180 Wealth Advisors, LLC
19,431$780.5K0.1%CoreLowFederal Way, WA2026-11-03
Prosperity Advisers, LLC
19,338$776.8K0.5%ETFVery LowHorsham, PA2026-10-28
SBK Financial, Inc.
18,838$756.7K0.4%N/AN/ARichmond, VA2026-11-02
Fortitude Family Office, LLC
18,776$754.2K0.1%ETFMediumScottsdale, AZ2026-10-14
Optima Capital LLC
18,500$743.1K0.3%ETFHighPortland, OR2026-10-29
Independent Wealth Advisors LLC
17,671$709.9K0.6%ETFLowCary, NC2026-10-27
Naples Global Advisors, LLC
16,788$674.4K0.0%CoreVery LowNaples, FL2026-11-05
Wealth Management Nebraska
16,605$667.1K0.1%ETFLowNorfolk, NE2026-10-26
Parkshore Wealth Management, Inc.
16,576$665.9K0.2%ETFLowGranite Bay, CA2026-10-13
Eastern Bank
15,764$633.2K0.0%GrowthMediumBoston, MA2026-10-05
Twin Cities Retirement Group LLC
15,583$626.0K0.5%ETFVery LowPlymouth, MN2026-10-16
Clark Asset Management, LLC
15,275$613.6K0.0%ETFVery LowStratham, NH2026-10-19
Summit Wealth Group LLC / Co
15,040$604.1K0.0%ETFHighColorado Springs, CO2026-10-29
Sensible Money, LLC
14,869$597.3K0.2%ETFVery LowScottsdale, AZ2026-10-20
Wingate Wealth Advisors, Inc.
14,658$588.8K0.2%ETFVery LowLexington, MA2026-10-26
Asset Dedication, LLC
14,588$586.0K0.0%ETFLowSan Francisco, CA2026-11-03
Mesirow Financial Investment Management, Inc.
14,162$568.9K0.0%CoreLowChicago, IL2026-11-05
Momentous Wealth Management, Inc.
13,983$561.7K0.3%ETFVery LowVancouver, WA2026-10-21
Foundation Wealth Management, Llc\pa
13,787$553.8K0.2%ETFLowMedia, PA2026-10-14
CogentBlue Wealth Advisors, LLC
13,226$531.3K0.5%ETFLowKnoxville, TN2026-10-09
SYM Financial Corp
12,497$502.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Atria Investments, Inc
12,287$493.6K0.0%CoreMediumCharlotte, NC2026-10-15
CFS Investment Advisory Services, LLC
11,940$486.8K0.0%ETFMediumTotowa, NJ2026-10-19
Riverchase Wealth Management, LLC
11,683$469.3K0.2%ETFMediumFlower Mound, TX2026-10-28
Florida Trust Wealth Management Co
11,605$466.2K0.0%CoreVery LowSanibel, FL2026-11-05
McClarren Financial Advisors, Inc.
11,006$537.6K0.3%ETFMediumState College, PA2026-10-15
Canvas Wealth Advisors, LLC
10,913$458.8K0.1%GrowthLowShawnee, KS2026-11-02
Donalies Financial Planning, LLC
10,781$433.1K0.3%ETFVery LowWashington, DC2026-10-19
Valued Wealth Advisors LLC
10,493$421.5K0.1%IndexVery LowHolladay, UT2026-11-05
Dynamic Advisor Solutions LLC
10,135$407.1K0.0%ETFLowPhoenix, AZ2026-10-13
55 North Private Wealth, LLC
9,931$398.9K0.1%ETFLowWinter Park, FL2026-10-20
Financial Symmetry Inc
9,927$398.8K0.1%ETFVery LowRaleigh, NC2026-10-06
Triune Financial Partners, LLC
9,719$390.4K0.1%ETFVery LowOverland Park, KS2026-11-03
Dixon Fnancial Services, Inc.
9,467$380.3K0.2%ETFVery LowLafayette, CA2026-10-23
BCO Wealth Management LLC
9,180$368.8K0.2%ETFLowCarlsbad, NM2026-10-14
Mullaney, Keating & Wright, Inc.
9,115$366.2K0.2%GrowthVery LowMiddletown, CT2026-10-19
Everhart Financial Group, Inc.
9,067$364.2K0.0%ETFLowDublin, OH2026-10-08
Quadcap Wealth Management, LLC
8,804$353.7K0.0%ETFLowFrisco, TX2026-11-02
Squire Investment Management Company, LLC
8,790$353.1K0.1%ETFVery LowOrem, UT2026-11-03
RAM Investment Partners, LLC
8,701$349.5K0.1%ETFLowBellevue, WA2026-10-21
AlphaStar Capital Management, LLC
8,641$347.1K0.0%ETFMediumCornelius, NC2026-10-16
Kane Co Wealth Management, Inc.
8,534$342.8K0.3%ETFVery LowJohnston, IA2026-11-04
Aurelius Family Office LLC
8,526$342.5K0.1%ETFVery LowBedford, NH2026-10-23
Integrity Alliance, Llc.
7,905$317.5K0.0%ETFMediumUrbandale, IA2026-10-29
TrustWell Financial Advisors, LLC
7,858$315.7K0.3%ETFMediumJacksonville, FL2026-10-15
Verdence Capital Advisors LLC
7,534$302.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Seamount Financial Group Inc
7,406$297.5K0.1%ETFLowColorado Springs, CO2026-10-21
Triad Wealth Partners, LLC
7,037$282.7K0.0%ETFMediumLawrence, KS2026-10-26
Able Financial Group, LLC
7,005$281.4K0.0%ETFLowScottsdale, AZ2026-10-14
XY Planning Network, Inc.
6,930$278.4K0.0%ETFLowBozeman, MT2026-10-14
Shearwater Capital LLC
6,503$261.2K0.1%ETFVery LowDenver, CO2026-10-13
OpenArc Corporate Advisory, LLC
6,314$253.6K0.0%GrowthLowAtlanta, GA2026-10-21
Pioneer Wealth Management Group
6,276$252.1K0.1%ETFLowAustin, TX2026-10-09
Fonville Wealth Management LLC
6,145$246.8K0.0%ETFVery LowRichmond, VA2026-10-28
Entrewealth, LLC
6,104$245.2K0.1%ETFLowAustin, TX2026-10-14
Balefire, LLC
5,807$233.3K0.0%ETFMediumDallas, TX2026-10-09
Wedmont Private Capital
5,786$235.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Larry Mathis Financial Planning, LLC
5,725$230.0K0.2%ValueHighPhoenix, AZ2026-10-26
Lpwm LLC
5,582$224.2K0.0%ETFMediumMinneapolis, MN2026-10-20
HUB Investment Partners, LLC
5,266$211.5K0.0%GrowthLowAustin, TX2026-11-03
Rockwood Wealth Management, LLC
5,221$209.7K0.0%ETFVery LowNew Hope, PA2026-10-27
AlphaCore Capital LLC
3,914$157.2K0.0%ETFLowLa Jolla, CA2026-11-04
DecisionPoint Financial, LLC
3,727$150.3K0.0%ETFVery LowMesa, AZ2026-10-27
Jacobi Capital Management LLC
3,671$147.5K0.0%CoreLowPittston, PA2026-11-05
S.A. Mason LLC
2,529$101.6K0.0%GrowthVery LowHolland, MI2026-10-13
Parkside Financial Bank & Trust
1,934$77.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Barrett & Company, Inc.
1,617$65.0K0.0%ETFLowProvidence, RI2026-10-22
Cherry Tree Wealth Management, LLC
1,200$48.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Angeles Wealth Management, LLC
1,146$46.0K0.0%ETFLowSanta Monica, CA2026-10-26
Jnba Financial Advisors
1,120$45.0K0.0%ETFMediumBloomington, MN2026-11-03
Rossby Financial, LCC
1,088$43.7K0.0%ETFMediumMelbourne, FL2026-11-05
Horizon Financial Services, LLC
851$34.2K0.0%ETFLowWinston Salem, NC2026-11-04
Maseco LLP
785$31.5K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Concord Wealth Partners
671$26.9K0.0%GrowthLowAbingdon, VA2026-11-02
Signature Resources Capital Management, LLC
651$26.2K0.0%ETFLowNewport Beach, CA2026-10-16
Global Trust Asset Management, LLC
398$16.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Creative Capital Management Investments LLC
331$13.3K0.0%ETFLowSan Diego, CA2026-10-28
EverSource Wealth Advisors, LLC
201$8.1K0.0%CoreMediumBirmingham, AL2026-11-04
LAM Group, Inc.
50$2.0K0.0%ETFVery LowLake Oswego, OR2026-10-26
Simplex Trading, LLC
28$1.1K0.0%CoreVery HighChicago, IL2026-11-04
Assetmark, Inc
14$5620.0%ETFLowConcord, CA2026-10-21