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Dimensional INT SUS Cor1 ETF (DFSI)

CUSIP: 25434V690 | NYSE | 316 institutional holders

Quarters

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

AWM Capital, LLC1,080,957
3.4% of portfolio›$48.8M
Maseco LLP1,047,889
1.3% of portfolio›$47.3M
Quantum Financial Advisors, LLC856,567
3.7% of portfolio›$38.7M
Abacus Wealth Partners, LLC614,301
3.1% of portfolio›$27.7M
Citrine Capital LLC426,264
6.5% of portfolio›$19.3M
Five Oceans Advisors394,570
6.8% of portfolio›$17.8M
Apella Capital, LLC364,186
0.2% of portfolio›$16.3M
Retirement Solution LLC344,027
3.4% of portfolio›$15.5M
Willow Creek Wealth Management Inc.330,763
1.0% of portfolio›$14.9M
Forum Financial Management, LP274,694
0.2% of portfolio›$12.4M
Bank of New York Mellon Corp247,590
0.0% of portfolio›$11.2M
Elser Financial Planning, Inc228,285
0.5% of portfolio›$10.3M
Allodium Investment Consultants, LLC217,854
4.0% of portfolio›$9.8M
Hill Island Financial LLC213,626
2.0% of portfolio›$9.6M
Wealth Enhancement Advisory Services, LLC181,311
0.0% of portfolio›$8.1M
Wealth Architects, LLC161,661
0.6% of portfolio›$7.3M
New Capital Management LP154,597
1.6% of portfolio›$7.0M
RAM Investment Partners, LLC142,868
1.0% of portfolio›$6.5M
Thrivent Financial for Lutherans138,675
0.0% of portfolio›$6.3M
Quarry Hill Advisors, LLC132,489
2.2% of portfolio›$6.0M
Greenspring Advisors, LLC127,700
0.3% of portfolio›$5.8M
Perigon Wealth Management, LLC117,981
0.1% of portfolio›$5.3M
TCI Wealth Advisors, Inc.113,877
0.2% of portfolio›$5.1M
Triune Financial Partners, LLC113,076
1.0% of portfolio›$5.1M
Laurel Wealth Planning LLC112,140
2.2% of portfolio›$5.1M
Clarity Wealth Development LLC111,550
2.8% of portfolio›$5.0M
Brighton Jones LLC105,579
0.1% of portfolio›$4.8M
Donalies Financial Planning, LLC99,074
3.3% of portfolio›$4.5M
Angeles Investment Advisors, LLC97,322
0.3% of portfolio›$4.4M
Garde Capital, Inc.95,445
0.2% of portfolio›$4.3M
Asset Dedication, LLC93,572
0.3% of portfolio›$4.2M
Cardinal Point Capital Management ULC92,770
0.2% of portfolio›$4.2M
Equita Financial Network, Inc.92,262
1.2% of portfolio›$4.2M
Farther Finance Advisors, LLC89,047
0.0% of portfolio›$4.0M
RW Investment Management LLC87,959
0.4% of portfolio›$4.0M
Simplicity Wealth,LLC86,530
0.1% of portfolio›$3.9M
Momentous Wealth Management, Inc.80,036
1.8% of portfolio›$3.6M
Revolve Wealth Partners, LLC65,146
0.3% of portfolio›$2.9M
Beacon Hill Wealth Management Ltd.59,287
1.6% of portfolio›$2.7M
Commonwealth Equity Services, LLC56,847
0.0% of portfolio›$2.6M
Foster Group, Inc.53,455
0.1% of portfolio›$2.4M
Cambridge Financial Group, LLC53,237
0.8% of portfolio›$2.4M
Creative Capital Management Investments LLC49,788
0.5% of portfolio›$2.2M
Northland Capital Management LLC46,240
1.0% of portfolio›$2.1M
Syverson Strege & Co43,095
0.4% of portfolio›$1.9M
Fiduciary Financial Group, LLC42,874
0.2% of portfolio›$1.9M
Vise Technologies, Inc.40,442
0.0% of portfolio›$1.8M
Parkside Financial Bank & Trust39,357
0.1% of portfolio›$1.8M
Trellis Wealth Advisors LLC39,093
0.6% of portfolio›$1.8M
Root Financial Partners, LLC36,012
0.1% of portfolio›$1.6M
Level Financial Advisors35,364
0.4% of portfolio›$1.6M
Wheels Up Wealth, Inc.32,670
1.2% of portfolio›$1.5M
XY Planning Network, Inc.31,763
0.2% of portfolio›$1.4M
Chicago Partners Investment Group LLC29,830
0.0% of portfolio›$1.3M
BetterWealth, LLC29,011
0.2% of portfolio›$1.3M
DiNuzzo Private Wealth, Inc.28,734
0.1% of portfolio›$1.3M
Babb Wealth Advisors LLC26,519
0.6% of portfolio›$1.2M
Modera Wealth Management, LLC20,965
0.0% of portfolio›$947.0K
Kestra Advisory Services, LLC20,858
0.0% of portfolio›$942.2K
MLG Wealth Management DBA Pine Grove Financial Group20,836
0.1% of portfolio›$941.2K
Flagstone Financial Management19,873
0.2% of portfolio›$897.7K
Petersen Hastings Wealth Advisors Inc.19,730
0.1% of portfolio›$891.2K
Mission Wealth Management, LP18,720
0.0% of portfolio›$845.6K
Wealth Advisors Northwest LLC18,498
0.3% of portfolio›$835.5K
Meritas Wealth Management, LLC17,399
0.3% of portfolio›$785.9K
Samalin Investment Counsel, LLC17,198
0.2% of portfolio›$776.8K
Sensenig Capital Advisors, Inc16,771
0.7% of portfolio›$757.5K
Robinson Smith Wealth Advisors LLC16,406
0.5% of portfolio›$741.1K
Mills Wealth Advisors LLC15,669
0.2% of portfolio›$707.8K
United Wealth Management, LLC15,152
0.2% of portfolio›$684.4K
Foundation Wealth Management, Llc\pa13,957
0.2% of portfolio›$630.4K
Define Financial, LLC13,920
0.3% of portfolio›$628.8K
AdvisorNet Financial, Inc13,755
0.0% of portfolio›$614.8K
Sellwood Investment Partners LLC13,651
0.2% of portfolio›$616.6K
McGrath & Associates, Inc.13,363
0.7% of portfolio›$603.6K
Shira Ridge Wealth Management13,340
0.2% of portfolio›$602.6K
Joel Adams & Associates, Inc.13,301
0.4% of portfolio›$600.8K
Monument Group Wealth Advisors, LLC12,799
0.3% of portfolio›$578.1K
Clarity Asset Management, Inc.12,387
0.3% of portfolio›$559.5K
Three Arch Wealth Management LLC12,242
0.1% of portfolio›$553.0K
Penobscot Wealth Management12,242
0.1% of portfolio›$553.0K
Burton Enright Welch11,882
0.1% of portfolio›$536.7K
Family Wealth Partners, LLC11,508
0.2% of portfolio›$519.8K
Trademark Financial Management, LLC11,361
0.2% of portfolio›$513.2K
Old Peak Finance LLC11,245
0.2% of portfolio›$507.9K
First Financial Group Corp11,112
0.4% of portfolio›$501.9K
Vestia Personal Wealth Advisors11,063
0.2% of portfolio›$499.7K
EnRich Financial Partners LLC11,025
0.1% of portfolio›$498.0K
Freedom Financial Partners LLC10,909
0.2% of portfolio›$492.7K
Morling Financial Advisors, LLC10,589
0.1% of portfolio›$478.3K
Aerodigm Wealth, LLC10,179
0.2% of portfolio›$459.8K
Squire Investment Management Company, LLC9,937
0.1% of portfolio›$448.9K
Elevation Wealth Partners, LLC9,882
0.1% of portfolio›$446.4K
Physician Wealth Advisors, Inc.9,417
0.0% of portfolio›$425.4K
Creative Planning9,137
0.0% of portfolio›$412.7K
Outbound Financial Inc9,111
0.3% of portfolio›$411.5K
Altiora Financial Group, LLC9,100
0.1% of portfolio›$411.0K
McClarren Financial Advisors, Inc.8,729
0.2% of portfolio›$394.3K
AA Financial Advisors, LLC8,283
0.0% of portfolio›$374.1K
Tanager Wealth Management LLP8,025
0.0% of portfolio›$362.5K
Winter & Associates, Inc.7,812
0.3% of portfolio›$354.4K
Rockwood Wealth Management, LLC7,531
0.0% of portfolio›$340.2K
Focus Financial Network, Inc.7,370
0.0% of portfolio›$332.9K
Accurate Wealth Management, LLC6,886
0.0% of portfolio›$310.8K
Cambridge Investment Research Advisors, Inc.6,812
0.0% of portfolio›$308.0K
True Wealth Design, LLC6,135
0.1% of portfolio›$277.1K
Choreo, LLC5,912
0.0% of portfolio›$267.0K
D.A. Davidson & Co.5,184
0.0% of portfolio›$234.2K
Opulen Financial Group LLC5,178
0.1% of portfolio›$233.9K
BIP Wealth, LLC5,134
0.0% of portfolio›$231.9K
Heck Capital Advisors, LLC5,050
0.0% of portfolio›$228.1K
Towneley Capital Management, Inc / de4,991
0.0% of portfolio›$225.5K
Signature Resources Capital Management, LLC4,947
0.1% of portfolio›$223.5K
Cutler Investment Counsel LLC4,864
0.0% of portfolio›$219.7K
RHS Financial, LLC4,748
0.1% of portfolio›$214.5K
Archer Investment Management, LLC4,693
0.1% of portfolio›$212.0K
Graves Light Lenhart Wealth, Inc.4,476
0.0% of portfolio›$202.2K
Glass Jacobson Investment Advisors llc4,455
0.1% of portfolio›$201.2K
Montis Financial, LLC4,443
0.0% of portfolio›$200.7K
Larry Mathis Financial Planning, LLC4,439
0.2% of portfolio›$200.5K
Washington Trust Advisors, Inc.4,258
0.0% of portfolio›$192.3K
Larson Financial Group LLC2,544
0.0% of portfolio›$114.9K
American Capital Advisory, LLC2,267
0.0% of portfolio›$102.4K
JFS Wealth Advisors, LLC1,553
0.0% of portfolio›$70.2K
SJS Investment Consulting Inc.1,520
0.0% of portfolio›$68.7K
Jnba Financial Advisors922
0.0% of portfolio›$41.7K
Your Advocates Ltd., LLP825
0.0% of portfolio›$37.3K
Cherry Tree Wealth Management, LLC713
0.0% of portfolio›$32.2K
Keystone Financial Group, Inc.708
0.0% of portfolio›$32.0K
Burk Holdings LLC708
0.0% of portfolio›$32.0K
IFP Advisors, Inc592
0.0% of portfolio›$26.7K
Pillar Financial Advisors, LLC401
0.0% of portfolio›$18.1K
Blume Capital Management, Inc.150
0.0% of portfolio›$6.8K
Next Level Wealth Planning, LLC102
0.0% of portfolio›$4.6K
Hazlett, Burt & Watson, Inc.69
0.0% of portfolio›$3
Mather Group, Llc.0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
AWM Capital, LLC
1,080,957$48.8M3.4%ETFLowPhoenix, AZ2026-10-16
Maseco LLP
1,047,889$47.3M1.3%ETFVery LowLondon, United Kingdom2026-10-27
Quantum Financial Advisors, LLC
856,567$38.7M3.7%ETFLowSanta Monica, CA2026-11-03
Abacus Wealth Partners, LLC
614,301$27.7M3.1%ETFLowSanta Monica, CA2026-11-03
Citrine Capital LLC
426,264$19.3M6.5%ETFVery LowSan Francisco, CA2026-10-14
Five Oceans Advisors
394,570$17.8M6.8%ETFVery LowCarlsbad, CA2026-10-22
Apella Capital, LLC
364,186$16.3M0.2%ETFVery LowWest Hartford, CT2026-10-08
Retirement Solution LLC
344,027$15.5M3.4%ETFMediumRedmond, WA2026-10-27
Willow Creek Wealth Management Inc.
330,763$14.9M1.0%ETFVery LowSebastopol, CA2026-10-26
Forum Financial Management, LP
274,694$12.4M0.2%ETFLowLombard, IL2026-10-16
Bank of New York Mellon Corp
247,590$11.2M0.0%CoreLowNew York, NY2026-11-05
Elser Financial Planning, Inc
228,285$10.3M0.5%GARPLowIndianapolis, IN2026-10-16
Allodium Investment Consultants, LLC
217,854$9.8M4.0%ETFVery LowMinneapolis, MN2026-10-14
Hill Island Financial LLC
213,626$9.6M2.0%ETFLowGrand Rapids, MI2026-10-20
Wealth Enhancement Advisory Services, LLC
181,311$8.1M0.0%CoreLowPlymouth, MN2026-10-13
Wealth Architects, LLC
161,661$7.3M0.6%ETFVery LowMountain View, CA2026-11-03
New Capital Management LP
154,597$7.0M1.6%ETFVery LowHouston, TX2026-10-29
RAM Investment Partners, LLC
142,868$6.5M1.0%ETFLowBellevue, WA2026-10-21
Thrivent Financial for Lutherans
138,675$6.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Quarry Hill Advisors, LLC
132,489$6.0M2.2%ETFVery LowSt Paul, MN2026-11-04
Greenspring Advisors, LLC
127,700$5.8M0.3%ETFVery LowTowson, MD2026-11-05
Perigon Wealth Management, LLC
117,981$5.3M0.1%GrowthLowSan Francisco, CA2026-10-22
TCI Wealth Advisors, Inc.
113,877$5.1M0.2%ETFLowTucson, AZ2026-10-30
Triune Financial Partners, LLC
113,076$5.1M1.0%ETFVery LowOverland Park, KS2026-11-03
Laurel Wealth Planning LLC
112,140$5.1M2.2%ETFLowEdina, MN2026-11-02
Clarity Wealth Development LLC
111,550$5.0M2.8%ETFLowCorvallis, OR2026-10-22
Brighton Jones LLC
105,579$4.8M0.1%CoreVery LowSeattle, WA2026-11-03
Donalies Financial Planning, LLC
99,074$4.5M3.3%ETFVery LowWashington, DC2026-10-19
Angeles Investment Advisors, LLC
97,322$4.4M0.3%ETFMediumSanta Monica, CA2026-10-22
Garde Capital, Inc.
95,445$4.3M0.2%ETFLowSeattle, WA2026-10-29
Asset Dedication, LLC
93,572$4.2M0.3%ETFLowSan Francisco, CA2026-11-03
Cardinal Point Capital Management ULC
92,770$4.2M0.2%ValueLowToronto, Australia2026-10-21
Equita Financial Network, Inc.
92,262$4.2M1.2%ETFLowFort Washington, PA2026-10-19
Farther Finance Advisors, LLC
89,047$4.0M0.0%IndexLowSan Francisco, CA2026-10-08
RW Investment Management LLC
87,959$4.0M0.4%ETFLowEagle, ID2026-11-03
Simplicity Wealth,LLC
86,530$3.9M0.1%ETFLowSummit, NJ2026-10-23
Momentous Wealth Management, Inc.
80,036$3.6M1.8%ETFVery LowVancouver, WA2026-10-21
Revolve Wealth Partners, LLC
65,146$2.9M0.3%ETFVery LowHackensack, NJ2026-10-23
Beacon Hill Wealth Management Ltd.
59,287$2.7M1.6%ETFN/AVictoria, UAE2026-10-21
Commonwealth Equity Services, LLC
56,847$2.6M0.0%ETFLowWaltham, MA2026-11-02
Foster Group, Inc.
53,455$2.4M0.1%ETFVery LowUrbandale, IA2026-10-13
Cambridge Financial Group, LLC
53,237$2.4M0.8%ETFLowTucson, AZ2026-10-06
Creative Capital Management Investments LLC
49,788$2.2M0.5%ETFLowSan Diego, CA2026-10-28
Northland Capital Management LLC
46,240$2.1M1.0%ETFMediumVirginia, MN2026-10-15
Syverson Strege & Co
43,095$1.9M0.4%ETFVery LowWest Des Moines, IA2026-11-02
Fiduciary Financial Group, LLC
42,874$1.9M0.2%ETFLowSan Rafael, CA2026-10-13
Vise Technologies, Inc.
40,442$1.8M0.0%IndexLowNew York, NY2026-10-29
Parkside Financial Bank & Trust
39,357$1.8M0.1%CoreVery LowSaint Louis, MO2026-10-27
Trellis Wealth Advisors LLC
39,093$1.8M0.6%ETFVery LowSan Luis Obispo, CA2026-10-19
Root Financial Partners, LLC
36,012$1.6M0.1%ETFMediumEncinitas, CA2026-10-21
Level Financial Advisors
35,364$1.6M0.4%ETFLowEast Amherst, NY2026-10-13
Wheels Up Wealth, Inc.
32,670$1.5M1.2%ETFVery LowBenicia, CA2026-10-27
XY Planning Network, Inc.
31,763$1.4M0.2%ETFLowBozeman, MT2026-10-14
Chicago Partners Investment Group LLC
29,830$1.3M0.0%GARPLowChicago, IL2026-10-27
BetterWealth, LLC
29,011$1.3M0.2%ETFVery LowSan Jose, CA2026-10-15
DiNuzzo Private Wealth, Inc.
28,734$1.3M0.1%ETFLowBeaver, PA2026-10-16
Babb Wealth Advisors LLC
26,519$1.2M0.6%ETFVery LowFlagstaff, AZ2026-10-30
Modera Wealth Management, LLC
20,965$947.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Kestra Advisory Services, LLC
20,858$942.2K0.0%CoreLowAustin, TX2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
20,836$941.2K0.1%ETFMediumWoodbury, MN2026-10-13
Flagstone Financial Management
19,873$897.7K0.2%ETFVery LowLincoln, NE2026-11-05
Petersen Hastings Wealth Advisors Inc.
19,730$891.2K0.1%ETFLowKennewick, WA2026-10-27
Mission Wealth Management, LP
18,720$845.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Wealth Advisors Northwest LLC
18,498$835.5K0.3%ETFLowPortland, OR2026-10-29
Meritas Wealth Management, LLC
17,399$785.9K0.3%ETFVery LowSan Rafael, CA2026-10-14
Samalin Investment Counsel, LLC
17,198$776.8K0.2%YieldMediumChappaqua, NY2026-10-23
Sensenig Capital Advisors, Inc
16,771$757.5K0.7%ETFLowCollegeville, PA2026-10-23
Robinson Smith Wealth Advisors LLC
16,406$741.1K0.5%ETFLowSouth Portland, ME2026-10-22
Mills Wealth Advisors LLC
15,669$707.8K0.2%ETFMediumSouthlake, TX2026-10-22
United Wealth Management, LLC
15,152$684.4K0.2%ETFVery LowCharlottesville, VA2026-10-30
Foundation Wealth Management, Llc\pa
13,957$630.4K0.2%ETFLowMedia, PA2026-10-14
Define Financial, LLC
13,920$628.8K0.3%ETFVery LowSan Diego, CA2026-10-14
AdvisorNet Financial, Inc
13,755$614.8K0.0%ETFLowMinnetonka, MN2026-10-15
Sellwood Investment Partners LLC
13,651$616.6K0.2%ETFLowPortland, OR2026-11-03
McGrath & Associates, Inc.
13,363$603.6K0.7%ETFMediumAsheville, NC2026-10-27
Shira Ridge Wealth Management
13,340$602.6K0.2%ETFLowLarkspur, CA2026-10-09
Joel Adams & Associates, Inc.
13,301$600.8K0.4%ETFLowAsheville, NC2026-11-02
Monument Group Wealth Advisors, LLC
12,799$578.1K0.3%ETFHighConcord, MA2026-10-21
Clarity Asset Management, Inc.
12,387$559.5K0.3%ETFHighAmes, IA2026-10-14
Three Arch Wealth Management LLC
12,242$553.0K0.1%ETFVery LowIrvine, CA2026-10-20
Penobscot Wealth Management
12,242$553.0K0.1%ETFVery LowPortland, ME2026-10-21
Burton Enright Welch
11,882$536.7K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Family Wealth Partners, LLC
11,508$519.8K0.2%ETFLowMatthews, NC2026-10-20
Trademark Financial Management, LLC
11,361$513.2K0.2%ETFMediumBloomington, MN2026-10-23
Old Peak Finance LLC
11,245$507.9K0.2%ETFVery LowChapel Hill, NC2026-11-02
First Financial Group Corp
11,112$501.9K0.4%ETFLowRaleigh, NC2026-10-22
Vestia Personal Wealth Advisors
11,063$499.7K0.2%ETFMediumFort Wayne, IN2026-10-20
EnRich Financial Partners LLC
11,025$498.0K0.1%ETFVery LowMadison, WI2026-10-21
Freedom Financial Partners LLC
10,909$492.7K0.2%ETFLowOakdale, MN2026-10-19
Morling Financial Advisors, LLC
10,589$478.3K0.1%ETFLowFremont, CA2026-10-28
Aerodigm Wealth, LLC
10,179$459.8K0.2%ETFLowLake Oswego, OR2026-10-16
Squire Investment Management Company, LLC
9,937$448.9K0.1%ETFVery LowOrem, UT2026-11-03
Elevation Wealth Partners, LLC
9,882$446.4K0.1%ETFLowWalnut Creek, CA2026-10-07
Physician Wealth Advisors, Inc.
9,417$425.4K0.0%ETFMediumMidvale, UT2026-10-20
Creative Planning
9,137$412.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Outbound Financial Inc
9,111$411.5K0.3%ETFLowBoulder, CO2026-10-13
Altiora Financial Group, LLC
9,100$411.0K0.1%ETFLowLebanon, OH2026-11-04
McClarren Financial Advisors, Inc.
8,729$394.3K0.2%ETFMediumState College, PA2026-10-15
AA Financial Advisors, LLC
8,283$374.1K0.0%ETFMediumColumbus, OH2026-10-19
Tanager Wealth Management LLP
8,025$362.5K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Winter & Associates, Inc.
7,812$354.4K0.3%ETFMediumSt. Paul, MN2026-10-23
Rockwood Wealth Management, LLC
7,531$340.2K0.0%ETFVery LowNew Hope, PA2026-10-27
Focus Financial Network, Inc.
7,370$332.9K0.0%ETFLowMinneapolis, MN2026-10-14
Accurate Wealth Management, LLC
6,886$310.8K0.0%CoreMediumWesley Chapel, FL2026-10-20
Cambridge Investment Research Advisors, Inc.
6,812$308.0K0.0%ETFLowFairfield, IA2026-11-02
True Wealth Design, LLC
6,135$277.1K0.1%ETFMediumAkron, OH2026-10-13
Choreo, LLC
5,912$267.0K0.0%IndexLowRockford, IL2026-10-28
D.A. Davidson & Co.
5,184$234.2K0.0%CoreLowGreat Falls, MT2026-10-28
Opulen Financial Group LLC
5,178$233.9K0.1%ETFVery LowArlington, VA2026-10-22
BIP Wealth, LLC
5,134$231.9K0.0%ETFMediumAtlanta, GA2026-10-22
Heck Capital Advisors, LLC
5,050$228.1K0.0%ETFMediumRhinelander, WI2026-10-14
Towneley Capital Management, Inc / de
4,991$225.5K0.0%ETFVery LowLaguna Hills, CA2026-10-09
Signature Resources Capital Management, LLC
4,947$223.5K0.1%ETFLowNewport Beach, CA2026-10-16
Cutler Investment Counsel LLC
4,864$219.7K0.0%CoreLowJacksonville, OR2026-10-28
RHS Financial, LLC
4,748$214.5K0.1%ETFMediumSan Francisco, CA2026-10-13
Archer Investment Management, LLC
4,693$212.0K0.1%ETFHighAustin, TX2026-10-13
Graves Light Lenhart Wealth, Inc.
4,476$202.2K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Glass Jacobson Investment Advisors llc
4,455$201.2K0.1%ETFLowOwings Mills, MD2026-10-26
Montis Financial, LLC
4,443$200.7K0.0%ETFLowWaltham, MA2026-11-04
Larry Mathis Financial Planning, LLC
4,439$200.5K0.2%ValueHighPhoenix, AZ2026-10-26
Washington Trust Advisors, Inc.
4,258$192.3K0.0%GrowthLowWellesley, MA2026-10-22
Larson Financial Group LLC
2,544$114.9K0.0%GrowthLowSt Louis, MO2026-11-05
American Capital Advisory, LLC
2,267$102.4K0.0%ETFLowKetchum, ID2026-10-28
JFS Wealth Advisors, LLC
1,553$70.2K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
1,520$68.7K0.0%ETFVery LowSylvania, OH2026-10-26
Jnba Financial Advisors
922$41.7K0.0%ETFMediumBloomington, MN2026-11-03
Your Advocates Ltd., LLP
825$37.3K0.0%ETFLowHouston, TX2026-11-03
Cherry Tree Wealth Management, LLC
713$32.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Keystone Financial Group, Inc.
708$32.0K0.0%ETFLowAtlanta, GA2026-10-13
Burk Holdings LLC
708$32.0K0.0%ETFVery LowTulsa, OK2026-11-05
IFP Advisors, Inc
592$26.7K0.0%GrowthLowTampa, FL2026-10-16
Pillar Financial Advisors, LLC
401$18.1K0.0%ETFVery LowLouisville, KY2026-10-21
Blume Capital Management, Inc.
150$6.8K0.0%CoreMediumBerkeley, CA2026-10-26
Next Level Wealth Planning, LLC
102$4.6K0.0%ETFVery LowMeridian, ID2026-10-29
Hazlett, Burt & Watson, Inc.
69$30.0%CoreVery LowWheeling, WV2026-11-04
Mather Group, Llc.
0$20.0%ETFMediumChicago, IL2026-10-14