Dimensional US Core Equity 2 (DFAC)

				Style	Turnover	Location	Filed
Forum Financial Management, LP	42,841,242	$1.9B	24.7%	ETF	Low	Lombard, IL	2026-10-16
Apella Capital, LLC	17,175,406	$776.0M	9.8%	ETF	Very Low	West Hartford, CT	2026-10-08
Rockwood Wealth Management, LLC	12,766,777	$567.5M	34.1%	ETF	Very Low	New Hope, PA	2026-10-27
Greenspring Advisors, LLC	12,676,617	$563.5M	25.4%	ETF	Very Low	Towson, MD	2026-11-05
SJS Investment Consulting Inc.	9,614,300	$427.4M	43.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Plancorp, LLC	7,666,969	$344.2M	7.8%	ETF	Low	Saint Louis, MO	2026-11-03
Symmetry Partners, LLC	6,561,167	$291.6M	14.9%	ETF	Low	Glastonbury, CT	2026-10-27
Commonwealth Equity Services, LLC	6,290,819	$279.6M	0.4%	ETF	Low	Waltham, MA	2026-11-02
AWM Capital, LLC	5,786,464	$257.2M	18.1%	ETF	Low	Phoenix, AZ	2026-10-16
Modera Wealth Management, LLC	4,752,478	$211.2M	2.2%	ETF	Very Low	Westwood, NJ	2026-10-28
JFS Wealth Advisors, LLC	4,600,009	$204.5M	10.3%	ETF	Very Low	Hermitage, PA	2026-11-03
Asset Dedication, LLC	4,593,420	$204.2M	12.6%	ETF	Low	San Francisco, CA	2026-11-03
Park Avenue Securities LLC	4,409,998	$196.0M	3.3%	ETF	Medium	New York, NY	2026-10-26
DecisionPoint Financial, LLC	4,293,579	$191.8M	33.4%	ETF	Very Low	Mesa, AZ	2026-10-27
Burton Enright Welch	4,155,662	$184.7M	19.8%	ETF	Very Low	Walnut Creek, CA	2026-11-04
Austin Asset Management Co Inc	4,088,797	$181.7M	24.3%	ETF	Very Low	Austin, TX	2026-10-29
Evanson Financial, LLC	3,977,299	$176.8M	8.7%	ETF	N/A	Mclean, VA	2026-10-23
McGlone Suttner Wealth Management, Inc.	3,838,991	$170.6M	19.8%	ETF	Very Low	Appleton, WI	2026-10-13
Triune Financial Partners, LLC	3,837,021	$170.6M	34.8%	ETF	Very Low	Overland Park, KS	2026-11-03
United Wealth Management, LLC	3,796,272	$168.7M	44.7%	ETF	Very Low	Charlottesville, VA	2026-10-30
Onyx Financial Advisors, LLC	3,748,047	$166.6M	59.4%	ETF	Very Low	Idaho Falls, ID	2026-10-21
Wealth Enhancement Advisory Services, LLC	3,634,909	$163.6M	0.2%	Core	Low	Plymouth, MN	2026-10-13
Catalyst Capital Advisors LLC	3,297,718	$146.6M	2.4%	ETF	Very Low	San Juan, PR	2026-11-02
Syverson Strege & Co	3,256,901	$144.8M	31.4%	ETF	Very Low	West Des Moines, IA	2026-11-02
BCU Wealth Advisors, LLC	3,194,584	$142.0M	45.9%	ETF	Low	Vernon Hills, IL	2026-10-16
Assetmark, Inc	2,990,875	$132.9M	0.2%	ETF	Low	Concord, CA	2026-10-21
Conrad Siegel Investment Advisors, Inc.	2,950,978	$131.2M	21.2%	ETF	Low	Harrisburg, PA	2026-10-08
Altiora Financial Group, LLC	2,895,784	$128.7M	21.1%	ETF	Low	Lebanon, OH	2026-11-04
Core Wealth Management, Inc.	2,894,155	$128.6M	38.3%	ETF	Very Low	Jupiter, FL	2026-10-22
BetterWealth, LLC	2,845,172	$126.5M	21.4%	ETF	Very Low	San Jose, CA	2026-10-15
Creative Planning	2,758,285	$122.6M	0.1%	Index	Very Low	Overland Park, KS	2026-11-02
Discipline Wealth Solutions, LLC	2,719,029	$120.9M	10.5%	ETF	Low	Greenville, SC	2026-10-14
Maseco LLP	2,707,507	$120.4M	3.3%	ETF	Very Low	London, United Kingdom	2026-10-27
RAM Investment Partners, LLC	2,671,092	$118.7M	18.8%	ETF	Low	Bellevue, WA	2026-10-21
Prudent Man Investment Management, Inc.	2,624,031	$116.6M	33.0%	ETF	Very Low	Louisville, CO	2026-11-03
ARK & TLK Investments, LLC	2,601,555	$115.6M	27.8%	ETF	Low	Oklahoma City, OK	2026-10-20
Parkshore Wealth Management, Inc.	2,586,928	$115.0M	29.2%	ETF	Low	Granite Bay, CA	2026-10-13
New Capital Management LP	2,566,848	$114.1M	25.5%	ETF	Very Low	Houston, TX	2026-10-29
Warwick Investment Management, Inc.	2,546,837	$113.2M	13.0%	ETF	Low	Bryan, TX	2026-10-19
TCI Wealth Advisors, Inc.	2,416,217	$107.4M	4.3%	ETF	Low	Tucson, AZ	2026-10-30
Kestra Advisory Services, LLC	2,409,707	$107.1M	0.3%	Core	Low	Austin, TX	2026-11-02
Sensible Money, LLC	2,344,144	$104.2M	26.8%	ETF	Very Low	Scottsdale, AZ	2026-10-20
Heritage Investment Group, Inc.	2,310,988	$102.7M	14.0%	ETF	Very Low	Pompano Beach, FL	2026-11-03
SC&H Financial Advisors, Inc.	2,262,631	$100.6M	13.9%	ETF	Very Low	Hunt Valley, MD	2026-10-14
Verisail Partners, LLC	2,170,136	$96.5M	35.7%	ETF	Very Low	Chamblee, GA	2026-10-19
ShankerValleau Wealth Advisors, Inc.	2,163,045	$96.1M	25.7%	ETF	Very Low	Skokie, IL	2026-10-16
Master's Wealth Management Inc.	2,094,227	$93.1M	27.1%	ETF	Medium	Lancaster, PA	2026-10-22
Farther Finance Advisors, LLC	2,068,899	$92.0M	0.6%	Index	Low	San Francisco, CA	2026-10-08
Brighton Jones LLC	1,979,851	$88.0M	1.5%	Core	Very Low	Seattle, WA	2026-11-03
Straight Path Wealth Management	1,969,785	$87.6M	19.5%	ETF	Low	Jenison, MI	2026-10-23
SAX Wealth Advisors, LLC	1,960,200	$87.1M	2.5%	ETF	Very Low	Parsippany, NJ	2026-10-13
Mattern Wealth Management LLC	1,899,689	$84.4M	13.7%	ETF	Very Low	Lawrence, KS	2026-11-04
Capstone Capital LLC	1,898,081	$84.4M	47.2%	ETF	Very Low	Henderson, NV	2026-10-14
Financial Symmetry Inc	1,885,399	$83.8M	26.8%	ETF	Very Low	Raleigh, NC	2026-10-06
Baker Boyer National Bank	1,877,681	$83.5M	23.3%	ETF	Very Low	Walla Walla, WA	2026-11-05
Shearwater Capital LLC	1,674,031	$74.4M	35.2%	ETF	Very Low	Denver, CO	2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC	1,628,789	$72.4M	0.9%	ETF	Low	Minneapolis, MN	2026-10-14
Morton Capital Management LLC	1,616,463	$71.9M	8.7%	ETF	Very Low	Calabasas, CA	2026-10-23
Wealth Advisors Northwest LLC	1,608,307	$71.5M	23.9%	ETF	Low	Portland, OR	2026-10-29
Ballentine Capital Advisors, Inc	1,553,784	$69.1M	26.0%	ETF	Very Low	Greenville, SC	2026-10-14
Perigon Wealth Management, LLC	1,525,453	$67.8M	1.0%	Growth	Low	San Francisco, CA	2026-10-22
Andrews, Lucia Wealth Management LLC	1,516,989	$67.4M	37.1%	ETF	Very Low	Danville, CA	2026-11-02
True Wealth Design, LLC	1,470,124	$65.3M	15.4%	ETF	Medium	Akron, OH	2026-10-13
Cypress Point Wealth Management, LLC	1,443,326	$64.2M	6.8%	ETF	Low	Dallas, TX	2026-11-03
Trust Co of the South	1,421,446	$63.2M	8.8%	ETF	Low	Greensboro, NC	2026-10-21
Forvis Mazars Wealth Advisors, LLC	1,366,417	$60.7M	1.0%	ETF	Very Low	Springfield, MO	2026-10-13
Northwest Wealth Management, LLC	1,365,806	$60.7M	7.8%	ETF	Low	Spencer, IA	2026-10-30
RS Crum Inc.	1,290,849	$57.4M	10.7%	ETF	Very Low	Newport Beach, CA	2026-10-19
Bannerman Wealth Management Group, LLC	1,270,774	$56.5M	32.3%	ETF	Very Low	Lewisville, TX	2026-10-09
Midwest Heritage Bank, FSB	1,236,923	$55.0M	16.1%	ETF	Very Low	West Des Moines, IA	2026-10-26
Vestment Financial LLC	1,212,632	$53.8M	24.0%	ETF	Very Low	Chanhassen, MN	2026-10-13
Vannoy Advisory Group, Inc.	1,204,612	$53.5M	30.9%	ETF	Very Low	Austin, TX	2026-10-13
Lauterbach Financial Advisors, LLC	1,200,738	$53.4M	22.8%	ETF	Very Low	El Paso, TX	2026-10-21
Indivisible Partners	1,185,932	$52.7M	2.4%	Growth	Medium	Clearwater, FL	2026-10-26
Momentous Wealth Management, Inc.	1,160,902	$51.6M	25.0%	ETF	Very Low	Vancouver, WA	2026-10-21
Abel Hall, LLC	1,150,096	$51.1M	9.2%	Core	Medium	Baton Rouge, LA	2026-10-19
Client 1ST Advisory Group, LLC	1,144,960	$50.9M	13.0%	ETF	Very Low	Dunedin, FL	2026-10-19
Squire Investment Management Company, LLC	1,140,148	$50.7M	11.9%	ETF	Very Low	Orem, UT	2026-11-03
Bayshore Asset Management, LLC	1,130,378	$51.2M	18.0%	ETF	Very Low	Coral Gables, FL	2026-11-03
Mills Wealth Advisors LLC	1,120,215	$49.8M	15.8%	ETF	Medium	Southlake, TX	2026-10-22
Cherrydale Wealth Management, LLC	1,090,506	$48.5M	12.6%	ETF	Very Low	Montclair, NJ	2026-10-20
BIP Wealth, LLC	1,082,592	$48.1M	1.3%	ETF	Medium	Atlanta, GA	2026-10-22
Cambridge Investment Research Advisors, Inc.	1,081,518	$48.1M	0.3%	ETF	Low	Fairfield, IA	2026-11-02
Cardinal Point Capital Management ULC	1,070,089	$47.6M	2.6%	Value	Low	Toronto, Australia	2026-10-21
RED Lighthouse Investment Management, LLC	1,034,694	$46.0M	13.6%	ETF	Very Low	Hillsdale, NY	2026-11-02
Parker Financial LLC	1,016,785	$45.0M	16.1%	ETF	Very Low	Silverdale, WA	2026-11-05
Chicago Partners Investment Group LLC	1,010,466	$45.2M	0.8%	GARP	Low	Chicago, IL	2026-10-27
Vested Financial Planning, LLC	1,006,486	$44.7M	31.3%	ETF	Medium	San Carlos, CA	2026-10-28
Versant Capital Management, Inc	977,257	$43.4M	3.7%	GARP	Low	Phoenix, AZ	2026-10-02
Trellis Wealth Advisors LLC	970,263	$43.1M	14.4%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Rachor Investment Advisory Services, LLC	939,420	$41.8M	20.2%	ETF	Very Low	Linden, MI	2026-10-29
Mission Wealth Management, LP	939,348	$41.8M	0.7%	ETF	Low	Santa Barbara, CA	2026-10-15
Schulz Wealth, Ltd.	938,592	$41.7M	19.6%	ETF	Very Low	Mansfield, TX	2026-11-03
CSP Financial Group, LLC	937,971	$41.7M	42.0%	ETF	Low	Scottsdale, AZ	2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.	931,354	$41.4M	6.4%	ETF	Low	Yakima, WA	2026-10-29
Watchman Group, Inc.	931,139	$41.4M	9.5%	ETF	Low	Plano, TX	2026-10-16
Babb Wealth Advisors LLC	914,796	$40.7M	18.9%	ETF	Very Low	Flagstaff, AZ	2026-10-30
Truist Financial Corp	911,605	$40.5M	0.0%	Core	Low	Charlotte, NC	2026-10-30
DiNuzzo Private Wealth, Inc.	909,704	$40.4M	4.0%	ETF	Low	Beaver, PA	2026-10-16
Quarry Hill Advisors, LLC	905,027	$40.2M	15.0%	ETF	Very Low	St Paul, MN	2026-11-04
BCO Wealth Management LLC	900,737	$40.0M	21.6%	ETF	Low	Carlsbad, NM	2026-10-14
Private Wealth Management Group, LLC	900,082	$40.0M	9.0%	ETF	Low	Princeton, NJ	2026-10-19
Old Peak Finance LLC	898,395	$39.9M	18.6%	ETF	Very Low	Chapel Hill, NC	2026-11-02
Pacific Asset Management, LLC	857,838	$38.1M	18.7%	ETF	Very Low	Gig Harbor, WA	2026-10-15
Fifth Third Bancorp	834,079	$37.1M	0.1%	Index	Very Low	Cincinnati, OH	2026-11-05
SwitchPoint Financial Planning, LLC	833,068	$37.0M	20.6%	ETF	Very Low	Lehi, UT	2026-11-02
Outbound Financial Inc	832,997	$37.0M	23.6%	ETF	Low	Boulder, CO	2026-10-13
RCS Financial Planning, LLC	820,914	$36.5M	19.8%	ETF	Medium	Annapolis, MD	2026-10-14
Beacon Hill Wealth Management Ltd.	813,796	$36.2M	22.0%	ETF	N/A	Victoria, UAE	2026-10-21
JP Wealth Management, Inc.	812,398	$36.1M	22.9%	ETF	Low	Mt. Pleasant, SC	2026-10-07
LifeGuide Financial Advisors, LLC	807,700	$35.9M	10.1%	ETF	Very Low	Mechanicsburg, PA	2026-10-20
MilWealth Group LLC	799,663	$35.5M	7.7%	ETF	Very Low	Milwaukee, WI	2026-11-02
Beacon Financial Strategies Corp	789,498	$35.1M	17.3%	ETF	Very Low	Raleigh, NC	2026-10-14
Aspen Wealth Management LLC	786,187	$34.9M	5.6%	ETF	Low	Fort Worth, TX	2026-10-14
Cambridge Financial Group, LLC	785,237	$34.8M	11.0%	ETF	Low	Tucson, AZ	2026-10-06
New Dimensions Wealth Management, LLC	776,347	$34.5M	24.8%	ETF	Very Low	Allen, TX	2026-11-02
Financial Harvest, LLC	772,809	$34.4M	16.1%	ETF	Very Low	Winter Park, FL	2026-10-15
marrick wealth, LLC	770,923	$34.3M	24.1%	ETF	Very Low	Irvine, CA	2026-10-20
Wheels Up Wealth, Inc.	765,501	$34.0M	28.8%	ETF	Very Low	Benicia, CA	2026-10-27
American Capital Advisory, LLC	759,186	$33.7M	11.5%	ETF	Low	Ketchum, ID	2026-10-28
Robertson Stephens Wealth Management, LLC	749,424	$33.3M	0.8%	ETF	Medium	San Francisco, CA	2026-10-16
XY Planning Network, Inc.	749,295	$33.3M	3.6%	ETF	Low	Bozeman, MT	2026-10-14
SageOak Financial, LLC	743,781	$33.1M	21.5%	ETF	Low	Tulsa, OK	2026-10-19
Peirce Capital Management, LLC	741,843	$33.0M	12.1%	ETF	Low	The Woodlands, TX	2026-10-19
AdvisorNet Financial, Inc	737,324	$33.1M	1.5%	ETF	Low	Minnetonka, MN	2026-10-15
Dynamic Advisor Solutions LLC	732,200	$32.5M	0.9%	ETF	Low	Phoenix, AZ	2026-10-13
Able Financial Group, LLC	712,257	$31.7M	4.9%	ETF	Low	Scottsdale, AZ	2026-10-14
Acorn Wealth Advisors, LLC	704,448	$31.3M	7.7%	ETF	Low	Grand Blanc, MI	2026-10-19
Phillips Financial Management, LLC	704,170	$31.3M	2.4%	ETF	Very Low	Fort Wayne, IN	2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	703,026	$31.2M	0.4%	Growth	Very Low	Seattle, WA	2026-10-27
Keudell ison Wealth Management	685,337	$30.5M	5.4%	ETF	Medium	Salem, OR	2026-10-16
Index Fund Advisors, Inc.	681,651	$30.3M	1.3%	ETF	Very Low	Irvine, CA	2026-11-05
Aurelius Family Office LLC	643,953	$28.6M	11.4%	ETF	Very Low	Bedford, NH	2026-10-23
Mather Group, Llc.	639,946	$28.4M	0.2%	ETF	Medium	Chicago, IL	2026-10-14
CFS Investment Advisory Services, LLC	636,489	$28.9M	1.9%	ETF	Medium	Totowa, NJ	2026-10-19
Pinnacle Financial Group, LLC / IL	585,426	$26.0M	6.3%	ETF	Very Low	Western Springs, IL	2026-10-29
Wolfstich Capital, LLC	542,460	$24.2M	19.7%	ETF	Medium	Medfield, MA	2026-10-14
Vise Technologies, Inc.	541,827	$24.1M	0.2%	Index	Low	New York, NY	2026-10-29
tru Independence LLC	541,700	$24.1M	10.3%	ETF	Low	Portland, OR	2026-10-20
3 Factor Indexing, LLC	534,756	$23.8M	19.7%	ETF	Low	Sacramento, CA	2026-10-15
CPA Asset Management Group, LLC	527,868	$23.5M	6.6%	ETF	Medium	West Palm Beach, FL	2026-10-26
Cogent Strategic Wealth LLC	527,268	$23.4M	22.3%	ETF	Low	Chicago, IL	2026-10-22
Approach Retirement Advisors, LLC	521,123	$23.2M	17.1%	ETF	Low	Vestavia, AL	2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group	502,044	$22.3M	2.2%	ETF	Medium	Woodbury, MN	2026-10-13
Simplicity Wealth,LLC	501,848	$22.3M	0.7%	ETF	Low	Summit, NJ	2026-10-23
JDH Wealth Management, LLC	499,835	$22.2M	13.4%	ETF	Very Low	Santa Rosa, CA	2026-10-20
Legacy Financial Group, Inc.	495,390	$22.0M	5.0%	ETF	Low	Tulsa, OK	2026-10-21
Kane Co Wealth Management, Inc.	475,773	$21.1M	16.9%	ETF	Very Low	Johnston, IA	2026-11-04
E6 Portfolios, LLC	463,861	$20.6M	15.6%	ETF	Low	Midvale, UT	2026-10-26
Firethorn Wealth Partners, LLC	442,527	$19.7M	6.3%	ETF	Low	Augusta, GA	2026-10-14
Brookstone Capital Management	440,171	$19.6M	0.2%	ETF	Medium	Wheaton, IL	2026-10-22
Citigroup Inc	431,528	$19.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Diversify Advisory Services, LLC	417,578	$18.9M	0.3%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	417,578	$18.9M	0.3%	Growth	Medium	Sandy, UT	2026-10-20
Diversified Enterprises, LLC	414,576	$18.4M	0.9%	ETF	Very Low	Wilmington, DE	2026-10-19
Prime Capital Investment Advisors, LLC	395,366	$17.6M	0.2%	ETF	Low	Overland Park, KS	2026-10-20
Capstone Wealth Management, LLC	394,241	$17.5M	8.1%	ETF	Low	Tuscaloosa, AL	2026-11-02
Aerodigm Wealth, LLC	392,040	$17.4M	6.0%	ETF	Low	Lake Oswego, OR	2026-10-16
Entrust Financial LLC	387,899	$17.2M	8.4%	ETF	Low	Wayne, PA	2026-11-04
Regions Financial Corp	377,296	$16.8M	0.1%	Core	Low	Birmingham, AL	2026-11-05
Riverchase Wealth Management, LLC	376,637	$16.7M	8.1%	ETF	Medium	Flower Mound, TX	2026-10-28
Integrated Advisors Network LLC	374,874	$16.7M	0.8%	Growth	Medium	Dallas, TX	2026-10-20
Sensenig Capital Advisors, Inc	360,901	$16.0M	14.4%	ETF	Low	Collegeville, PA	2026-10-23
Cravens & Co Advisors, LLC	359,792	$16.0M	10.8%	Core	Medium	Cookeville, TN	2026-10-16
Thrivent Financial for Lutherans	359,640	$16.0M	0.1%	GARP	Medium	Minneapolis, MN	2026-11-05
Oceanside Advisors LLC	359,483	$16.0M	9.8%	ETF	Very Low	Mount Pleasant, SC	2026-11-03
Apollon Financial, LLC	354,914	$15.8M	1.8%	ETF	Very Low	Mount Pleasant, SC	2026-10-23
Triad Wealth Partners, LLC	352,877	$15.7M	0.9%	ETF	Medium	Lawrence, KS	2026-10-26
Pacific Park Financial, Inc.	347,398	$15.4M	9.1%	ETF	Medium	Lagina Hills, CA	2026-10-13
Visionary Wealth Advisors	347,093	$15.4M	0.6%	ETF	Low	O'Fallon, IL	2026-11-04
Two West Capital Advisors LLC	345,100	$15.4M	7.7%	ETF	Low	Overland Park, KS	2026-10-15
Heffernan Advisory, Inc	338,172	$15.0M	10.1%	ETF	Low	Flagstaff, AZ	2026-10-13
Donalies Financial Planning, LLC	333,564	$14.8M	10.9%	ETF	Very Low	Washington, DC	2026-10-19
Essential Planning, Llc.	331,939	$14.8M	4.0%	ETF	Low	Portsmouth, NH	2026-10-21
Hassell Wealth Management, LLC	325,643	$14.5M	4.4%	ETF	Low	Houma, LA	2026-10-19
Ferguson Johnson Wealth Management Inc	315,964	$14.0M	10.2%	ETF	Very Low	Rockville, MD	2026-11-05
Winthrop Advisory Group LLC	313,623	$13.9M	0.9%	ETF	Very Low	Boston, MA	2026-10-22
Gemmer Asset Management LLC	312,937	$13.9M	0.9%	ETF	Low	Walnut Creek, CA	2026-10-16
Family Office Research LLC	312,341	$13.9M	5.3%	ETF	Low	Bethesda, MD	2026-10-14
Mesirow Financial Investment Management, Inc.	310,351	$13.8M	0.2%	Core	Low	Chicago, IL	2026-11-05
Cherry Tree Wealth Management, LLC	299,729	$13.3M	2.5%	ETF	Very Low	Minnetonka, MN	2026-10-15
Signaturefd, LLC	298,476	$13.3M	0.2%	Index	Low	Atlanta, GA	2026-10-23
Investmark Advisory Group LLC	295,378	$13.1M	4.3%	ETF	Very Low	Shelton, CT	2026-10-27
Forthright Family Wealth Advisory LLC	291,471	$13.0M	7.4%	ETF	High	Houston, TX	2026-11-03
Great Waters Wealth Management	285,686	$12.7M	1.1%	ETF	Very Low	Shoreview, MN	2026-10-07
RF&L Wealth Management, LLC	282,751	$12.6M	8.4%	ETF	Very Low	Acton, MA	2026-10-20
Foundation Wealth Management, Llc\pa	273,941	$12.2M	4.1%	ETF	Low	Media, PA	2026-10-14
PFG Advisors	267,165	$11.9M	0.6%	ETF	Medium	Phoenix, AZ	2026-10-16
Kestra Private Wealth Services, LLC	264,792	$11.8M	0.1%	Growth	Low	Austin, TX	2026-10-30
Tandemgrowth Financial Advisors LLC	263,811	$11.7M	9.6%	ETF	Very Low	Alpharetta, GA	2026-11-05
Selective Wealth Management, Inc.	262,423	$11.9M	2.8%	ETF	Low	Forest, VA	2026-10-16
Avion Wealth	253,788	$11.3M	15.3%	ETF	Low	The Woodlands, TX	2026-11-04
Legacy Advisors, LLC	253,694	$11.3M	1.1%	ETF	Low	Plymouth Meeting, PA	2026-10-19
Hippocratic Financial Advisors, LLC	250,156	$11.1M	4.4%	ETF	Low	Westlake Village, CA	2026-10-13
Summit Investment Advisors, Inc.\KS	248,932	$11.1M	5.0%	N/A	N/A	Leawood, KS	2026-11-05
Sterling Wealth Management, Inc.	244,704	$10.9M	2.8%	ETF	Low	Champaign, IL	2026-10-23
Factor Wealth Management LTD	244,469	$10.9M	1.7%	ETF	Low	Chicago, IL	2026-10-08
Sutton Place Investors LLC	237,019	$10.5M	5.0%	ETF	Low	Armonk, NY	2026-10-20
Arista Wealth Management, LLC	233,546	$10.4M	1.1%	ETF	Medium	Las Vegas, NV	2026-10-29
Venture Visionary Partners LLC	226,373	$10.1M	0.3%	Core	Low	Sylvania, OH	2026-10-07
Woodside Wealth Management LLC	218,482	$9.7M	6.7%	ETF	Very Low	Framingham, MA	2026-10-16
Foundry Financial LLC	217,555	$9.7M	3.0%	ETF	Medium	Pasadena, CA	2026-10-16
Websterrogers Financial Advisors, LLC	217,241	$9.7M	2.5%	ETF	Very Low	Florence, SC	2026-11-02
Asset Advisory Group, Inc.	214,282	$9.5M	4.1%	Core	Very Low	Kinnelon, NJ	2026-10-20
Lido Advisors, LLC	199,972	$8.9M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
CGN Advisors LLC	198,749	$8.8M	0.7%	ETF	Low	Manhattan, KS	2026-10-21
Integrity Wealth Partners, LLC	198,572	$8.8M	6.8%	ETF	N/A	Walnut Creek, CA	2026-10-14
Arnold Financial Planning LLC	198,032	$8.8M	6.0%	ETF	Very Low	Hiawatha, IA	2026-10-20
Krilogy Financial LLC	197,528	$8.9M	0.2%	Growth	Low	St. Louis, MO	2026-10-13
Optima Capital LLC	191,416	$8.5M	3.4%	ETF	High	Portland, OR	2026-10-29
WealthSpring Partners, LLC	187,014	$8.3M	8.8%	ETF	Low	Long Beach, CA	2026-10-14
Wealth Architects, LLC	186,631	$8.3M	0.7%	ETF	Very Low	Mountain View, CA	2026-11-03
KFG LLC	183,904	$8.2M	5.4%	ETF	N/A	Rapid City, SD	2026-11-02
Prudent Investor Advisors, LLC	183,901	$8.2M	6.4%	ETF	N/A	Folsom, CA	2026-10-22
IFG Advisors, LLC	177,489	$7.9M	1.1%	ETF	Very Low	St. Louis, MO	2026-10-15
Valued Wealth Advisors LLC	176,837	$7.9M	2.7%	Index	Very Low	Holladay, UT	2026-11-05
Financial Council, LLC	172,692	$7.7M	2.4%	ETF	Very Low	Towson, MD	2026-11-02
Willow Creek Wealth Management Inc.	169,704	$7.5M	0.5%	ETF	Very Low	Sebastopol, CA	2026-10-26
HMV Wealth Advisors, LLC	167,057	$7.4M	2.8%	ETF	Very Low	Shreveport, LA	2026-10-27
Prospect Financial Group LLC	163,653	$7.3M	6.1%	ETF	Very Low	Arlington, VA	2026-11-05
Midwest Trust Co	159,639	$7.1M	0.1%	Core	Low	Overland Park, KS	2026-10-22
Avantax Planning Partners, Inc.	159,104	$7.1M	0.2%	ETF	Low	Dubuque, IA	2026-11-03
Five Oceans Advisors	157,832	$7.0M	2.7%	ETF	Very Low	Carlsbad, CA	2026-10-22
Keystone Financial Group, Inc.	156,213	$6.9M	3.7%	ETF	Low	Atlanta, GA	2026-10-13
Montis Financial, LLC	154,505	$6.9M	1.4%	ETF	Low	Waltham, MA	2026-11-04
McGrath & Associates, Inc.	152,568	$6.8M	7.5%	ETF	Medium	Asheville, NC	2026-10-27
GEM Asset Management, LLC	151,200	$6.7M	2.7%	ETF	Low	Plymouth, MI	2026-10-13
Abacus Wealth Partners, LLC	148,396	$6.6M	0.7%	ETF	Low	Santa Monica, CA	2026-11-03
Oath Planning, LLC	145,763	$6.5M	4.2%	ETF	Very Low	Tulsa, OK	2026-10-20
Aprio Wealth Management, LLC	143,915	$6.4M	0.3%	ETF	Medium	Atlanta, GA	2026-10-28
True Blue Financial, LLC	143,014	$6.4M	2.4%	ETF	Low	Stevensville, MI	2026-10-15
Kaufman Rossin Wealth, LLC	141,519	$6.3M	2.5%	ETF	Low	Miami, FL	2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	141,178	$6.3M	4.8%	ETF	Very Low	Lynchburg, VA	2026-10-27
Concord Wealth Partners	140,329	$6.2M	0.7%	Growth	Low	Abingdon, VA	2026-11-02
Clark Asset Management, LLC	134,058	$6.0M	0.4%	ETF	Very Low	Stratham, NH	2026-10-19
Baker Tilly Wealth Management, LLC	133,777	$5.9M	1.2%	Growth	Low	Madison, WI	2026-10-05
Apollon Wealth Management, LLC	132,124	$5.9M	0.1%	Growth	Low	Mount Pleasant, SC	2026-10-23
Axxcess Wealth Management, LLC	130,984	$5.8M	0.2%	Core	Low	Carlsbad, CA	2026-10-21
Entrewealth, LLC	127,482	$5.7M	2.0%	ETF	Low	Austin, TX	2026-10-14
BlueSky Wealth Advisors, LLC	126,391	$5.6M	0.6%	ETF	Medium	New Bern, NC	2026-10-29
RVW Wealth, LLC	125,191	$5.6M	0.4%	ETF	Very Low	Los Angeles, CA	2026-10-06
Heritage Wealth Management, Inc.	124,801	$5.5M	1.9%	ETF	Low	San Diego, CA	2026-10-27
Glenview Trust Co	124,191	$5.5M	0.1%	Growth	Very Low	Louisville, KY	2026-10-28
Private Trust Co NA	122,453	$5.4M	0.4%	Core	Low	Cleveland, OH	2026-10-20
Physician Wealth Advisors, Inc.	122,004	$5.4M	0.6%	ETF	Medium	Midvale, UT	2026-10-20
Twin Cities Retirement Group LLC	117,034	$5.2M	4.3%	ETF	Very Low	Plymouth, MN	2026-10-16
Arbor Wealth Advisors LLC	115,776	$5.1M	3.2%	ETF	Very Low	Troy, MI	2026-10-09
Atlas Private Wealth Advisors	114,640	$5.1M	1.1%	ETF	Low	Red Bank, NJ	2026-10-23
D.A. Davidson & Co.	114,032	$5.1M	0.0%	Core	Low	Great Falls, MT	2026-10-28
M Wealth Management, LLC	113,635	$5.1M	3.9%	ETF	Very Low	San Diego, CA	2026-10-14
BluePrint Investing LLC	111,626	$5.0M	3.9%	ETF	Low	San Francisco, CA	2026-10-14
Clarity Capital Advisors, LLC	109,044	$4.8M	2.0%	ETF	Very Low	Lakewood Ranch, FL	2026-10-27
PDS Planning, Inc	108,423	$4.8M	0.3%	Index	Very Low	Dublin, OH	2026-11-03
City State Bank	105,696	$4.7M	1.1%	Growth	Very Low	Norwalk, IA	2026-10-20
McCarthy Asset Management, Inc.	105,448	$4.7M	2.2%	ETF	Medium	Redwood Shores, CA	2026-10-20
Total Clarity Wealth Management, Inc.	104,810	$4.7M	0.9%	ETF	Medium	St. Charles, IL	2026-10-26
RFG Advisory, LLC	102,478	$4.6M	0.1%	ETF	Medium	Birmingham, AL	2026-11-03
Mowery & Schoenfeld Wealth Management, LLC	102,356	$4.5M	5.1%	Growth	Medium	Lincolnshire, IL	2026-10-28
Belleair Asset Management, LLC	101,370	$4.5M	3.8%	ETF	Very Low	Belleair Bluffs, FL	2026-11-03
Nautilus Advisors LLC	96,740	$4.3M	2.6%	Growth	Low	La Jolla, CA	2026-10-07
Freedom Day Solutions, LLC	95,047	$4.2M	0.9%	Core	Low	Houston, TX	2026-10-20
Forteris Wealth Management Inc.	94,806	$4.2M	3.5%	ETF	Very Low	Armonk, NY	2026-10-13
Intelligent Financial Strategies	94,051	$4.2M	2.0%	ETF	Very Low	Excelsior, MN	2026-10-16
USAdvisors Wealth Management, LLC	93,829	$4.2M	4.8%	ETF	Low	Eden Prairie, MN	2026-10-21
Meridian Wealth Management, LLC	91,830	$4.1M	0.1%	Growth	Low	Lexington, KY	2026-11-05
Fifth Third Securities, Inc.	90,798	$4.0M	0.2%	ETF	Low	Cincinnati, OH	2026-10-21
Summit Wealth Group LLC / Co	90,512	$4.0M	0.3%	ETF	High	Colorado Springs, CO	2026-10-29
Live Oak Private Wealth LLC	90,008	$4.0M	0.5%	Value	Low	Wilmington, NC	2026-11-02
Wedmont Private Capital	88,124	$4.0M	0.1%	Index	Very Low	West Chester, PA	2026-10-09
Samalin Investment Counsel, LLC	87,065	$3.9M	1.2%	Yield	Medium	Chappaqua, NY	2026-10-23
Kure Advisory, LLC	85,980	$3.8M	1.8%	ETF	Very Low	Plymouth, MN	2026-10-08
Pioneer Wealth Management Group	85,502	$3.8M	0.9%	ETF	Low	Austin, TX	2026-10-09
Buttonwood Financial Advisors Inc.	85,038	$3.8M	1.1%	GARP	Low	Baltimore, MD	2026-10-13
25 LLC	82,293	$3.7M	1.0%	ETF	Low	St. Louis, MO	2026-10-13
Ashton Thomas Private Wealth, LLC	81,003	$3.6M	0.1%	Core	Medium	Scottsdale, AZ	2026-11-03
Hartmann Taylor Wealth Management, LLC	80,595	$3.6M	2.0%	ETF	Very Low	Dallas, TX	2026-10-14
True North Advisors, LLC	79,903	$3.6M	0.3%	Core	Medium	Dallas, TX	2026-10-22
Accredited Investor Services, LLC	78,760	$3.5M	2.0%	ETF	Very Low	St. Cloud, MN	2026-10-22
Tcfg Investment Advisors, LLC	77,150	$3.4M	1.2%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Legacy Capital Wealth Partners, LLC	76,065	$3.4M	0.7%	Core	Medium	Little Rock, AR	2026-10-21
US Bancorp \de\	75,605	$3.4M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
RHL Group, LLC	75,321	$3.3M	2.3%	ETF	Very High	Holly, MI	2026-11-04
Quad-Cities Investment Group, LLC	73,805	$3.3M	1.2%	Core	Low	Davenport, IA	2026-10-16
Merited Wealth, LLC	72,924	$3.2M	2.2%	ETF	Medium	North Bay Village, FL	2026-10-13
Marietta Wealth Management, LLC	71,889	$3.2M	0.3%	Growth	Low	Marietta, GA	2026-10-22
Atwater Malick LLC	71,167	$3.2M	0.7%	Core	Low	Lancaster, PA	2026-10-15
Prosperity Planning, Inc.	70,625	$3.1M	0.7%	ETF	Very Low	North Kansas City, MO	2026-10-09
Strategent Financial, LLC	70,176	$3.1M	1.5%	ETF	Low	Harrisonburg, VA	2026-10-30
Facet Wealth, Inc.	70,137	$3.1M	0.0%	Index	Very Low	West Palm Beach, FL	2026-11-04
Aviance Capital Partners, LLC	66,162	$2.9M	0.3%	Core	Low	Naples, FL	2026-10-29
Sage Mountain Advisors LLC	64,523	$2.9M	0.2%	ETF	Low	Atlanta, GA	2026-11-02
HUB Investment Partners, LLC	63,744	$2.8M	0.0%	Growth	Low	Austin, TX	2026-11-03
Central Trust Co	62,628	$2.8M	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Level Wealth Management LLC	62,562	$2.8M	1.1%	ETF	Very Low	Greensboro, NC	2026-10-23
Family Wealth Partners, LLC	61,978	$2.8M	0.8%	ETF	Low	Matthews, NC	2026-10-20
Magnus Financial Group LLC	60,582	$2.7M	0.2%	ETF	Low	New York, NY	2026-10-21
Parkside Financial Bank & Trust	60,097	$2.7M	0.2%	Core	Very Low	Saint Louis, MO	2026-10-27
Bank of New York Mellon Corp	59,299	$2.6M	0.0%	Core	Low	New York, NY	2026-11-05
Grey Fox Wealth Advisors, LLC	59,099	$2.6M	0.4%	ETF	Low	Rockland, DE	2026-11-03
Kestra Investment Management, LLC	58,198	$2.6M	0.0%	ETF	Medium	Austin, TX	2026-11-04
Schneider Downs Wealth Management Advisors, LP	57,831	$2.6M	0.2%	ETF	Very Low	Pittsburgh, PA	2026-10-27
Larson Financial Group LLC	55,868	$2.5M	0.1%	Growth	Low	St Louis, MO	2026-11-05
Stolz & Associates, PS	52,851	$2.3M	1.4%	ETF	Low	Tacoma, WA	2026-11-05
NorthAvenue LLC	52,355	$2.3M	1.6%	ETF	Very Low	Columbus, OH	2026-10-29
Advisor OS, LLC	52,129	$2.3M	0.2%	ETF	Medium	Chicago, IL	2026-11-03
Woodward Financial Advisors, Inc.	51,803	$2.3M	0.9%	ETF	Very Low	Chapel Hill, NC	2026-10-19
Cadent Capital Advisors, LLC	51,653	$2.3M	0.5%	ETF	High	Tulsa, OK	2026-10-09
Cookson Peirce & Co Inc	50,978	$2.3M	0.1%	Growth	High	Pittsburgh, PA	2026-10-30
Shakespeare Wealth Management, LLC	50,870	$2.3M	0.4%	ETF	Medium	Pewaukee, WI	2026-10-28
Cassaday & Co Wealth Management LLC	50,831	$2.3M	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Signal Advisors Wealth, LLC	49,857	$2.2M	0.1%	ETF	Low	Detroit, MI	2026-10-13
Fonville Wealth Management LLC	49,791	$2.2M	0.3%	ETF	Very Low	Richmond, VA	2026-10-28
Olistico Wealth, LLC	49,092	$2.2M	0.9%	Growth	Very Low	Tulsa, OK	2026-10-05
Oakworth Capital, Inc.	48,424	$2.2M	0.1%	ETF	Low	Birmingham, AL	2026-10-26
Summit Financial Strategies, Inc.	48,058	$2.1M	0.1%	ETF	Low	Columbus, OH	2026-10-14
Riverbend Wealth Management, LLC	48,055	$2.1M	1.0%	Growth	Low	Myrtle Beach, SC	2026-10-15
Yardley Wealth Management LLC	48,045	$2.1M	0.9%	ETF	Very Low	Yardley, PA	2026-10-23
OpenArc Corporate Advisory, LLC	47,299	$2.1M	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Stirlingshire Investments, Inc.	46,833	$2.1M	1.5%	ETF	Medium	New York, NY	2026-11-05
Cooper Financial Group	45,542	$2.0M	0.2%	Growth	Medium	Irvine, CA	2026-10-07
Csenge Advisory Group	45,530	$2.0M	0.1%	ETF	Medium	Clearwater, FL	2026-11-04
Claro Advisors Inc.	44,798	$2.0M	0.2%	Core	Low	Boston, MA	2026-11-02
Aquire Wealth Advisors, LLC	44,551	$2.0M	0.4%	ETF	Very Low	Salt Lake City, UT	2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC	42,815	$1.9M	0.6%	ETF	Low	The Woodlands, TX	2026-10-21
IFP Advisors, Inc	42,172	$1.9M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Sweeney & Michel, LLC	41,741	$1.9M	0.5%	ETF	Very Low	Chico, CA	2026-10-16
Granite Islands Private Wealth, LLC	41,398	$1.8M	1.1%	Growth	Low	Guilford, CT	2026-10-16
Valley Forge Investment Consultants Inc ADV	39,579	$1.8M	0.4%	ETF	Very Low	Audubon, PA	2026-11-03
Disciplined Equity Management, Inc.	39,340	$1.7M	0.8%	ETF	Very Low	Neptune Beach, FL	2026-10-14
Avidian Wealth Enterprises, LLC	39,256	$1.7M	0.0%	ETF	Low	Houston, TX	2026-10-08
Probity Advisors, Inc.	38,344	$1.7M	0.2%	ETF	Low	Dallas, TX	2026-10-23
KOM Wealth Management Group, LLC	37,803	$1.7M	0.8%	ETF	Low	Appleton, WI	2026-10-15
SeaBridge Investment Advisors LLC	37,781	$1.7M	0.2%	Growth	Medium	Summit, NJ	2026-11-02
Connecticut Wealth Management, LLC	37,123	$1.7M	0.1%	ETF	Low	Farmington, CT	2026-10-13
Archer Investment Management, LLC	36,928	$1.6M	0.5%	ETF	High	Austin, TX	2026-10-13
Stone Summit Wealth LLC	36,824	$1.6M	0.4%	ETF	Low	Miami, FL	2026-10-14
J.W. Cole Advisors, Inc.	36,475	$1.6M	0.0%	Index	Low	Tampa, FL	2026-11-05
Shotwell Rutter Baer Inc	36,148	$1.6M	0.9%	ETF	Very Low	Lansing, MI	2026-10-14
Ascent Group, LLC	36,130	$1.6M	0.0%	Core	Low	Virginia Beach, VA	2026-10-30
Alkeme Wealth, LLC	36,005	$1.6M	0.6%	Value	Low	Scottsdale, AZ	2026-10-08
Lexington Hill Partners, LLC	35,943	$1.6M	0.7%	ETF	Low	Dallas, TX	2026-10-13
Maia Wealth LLC	35,901	$1.6M	0.2%	ETF	Medium	Denver, CO	2026-10-19
Evergreen Capital Management LLC	35,483	$1.6M	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Brewster Financial Planning LLC	35,449	$1.6M	0.9%	ETF	Very Low	Brooklyn, NY	2026-10-13
Avant Financial Advisors LLC	35,354	$1.6M	1.0%	ETF	Very Low	Austin, TX	2026-11-02
Univest Financial Corp	35,338	$1.6M	0.1%	Growth	Low	Souderton, PA	2026-11-05
Quantum Financial Advisors, LLC	35,244	$1.6M	0.2%	ETF	Low	Santa Monica, CA	2026-11-03
Revolve Wealth Partners, LLC	34,320	$1.5M	0.2%	ETF	Very Low	Hackensack, NJ	2026-10-23
First Merchants Corp	34,177	$1.5M	0.0%	Growth	Low	Muncie, IN	2026-10-15
AlphaStar Capital Management, LLC	33,552	$1.5M	0.1%	ETF	Medium	Cornelius, NC	2026-10-16
Wedbush Securities Inc	33,429	$1.5M	0.1%	Core	Low	Pasadena, CA	2026-10-22
Brooklyn FI, LLC	33,226	$1.5M	0.2%	ETF	Very Low	New York, NY	2026-11-05
Financial Synergies Wealth Advisors, Inc.	32,782	$1.5M	0.1%	ETF	Very Low	Houston, TX	2026-10-16
Collective Family Office LLC	32,293	$1.4M	0.3%	ETF	Low	York, PA	2026-10-05
Cedar Point Capital Partners, LLC	32,274	$1.4M	0.8%	ETF	Medium	Cedar Rapids, IA	2026-10-29
Florida Trust Wealth Management Co	32,154	$1.4M	0.0%	Core	Very Low	Sanibel, FL	2026-11-05
Verus Capital Partners, LLC	31,901	$1.4M	0.1%	Growth	Low	Scottsdale, AZ	2026-11-03
TruNorth Capital Management, LLC	31,687	$1.4M	0.2%	ETF	Low	Kalamazoo, MI	2026-10-14
Tranquility Partners, LLC	31,597	$1.4M	0.5%	Core	Low	Brentwood, TN	2026-10-20
SteelPeak Wealth, LLC	31,351	$1.4M	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Omni 360 Wealth, Inc.	31,308	$1.4M	0.6%	ETF	Low	Plainsboro, NJ	2026-10-13
Stewardship Advisors, LLC	30,733	$1.4M	0.3%	ETF	Medium	Mount Joy, PA	2026-10-20
Symphony Financial, Ltd. Co.	30,609	$1.4M	0.1%	Growth	Low	Houston, TX	2026-10-22
Montag A & Associates Inc	30,235	$1.3M	0.1%	Core	Low	Atlanta, GA	2026-10-29
LAM Group, Inc.	29,809	$1.3M	0.7%	ETF	Very Low	Lake Oswego, OR	2026-10-26
Boyce & Associates Wealth Consulting, Inc.	29,639	$1.3M	0.8%	ETF	Medium	Cedar Park, TX	2026-10-14
High Probability Advisors, LLC	29,474	$1.3M	0.1%	ETF	Very Low	Pittsford, NY	2026-10-19
Citrine Capital LLC	29,388	$1.3M	0.4%	ETF	Very Low	San Francisco, CA	2026-10-14
rebel Financial LLC	29,370	$1.3M	0.5%	N/A	Very Low	Groveport, OH	2026-11-04
FSM Wealth Advisors, LLC	29,147	$1.3M	0.1%	ETF	Low	Cleveland, OH	2026-10-27
Gibraltar Capital Management, Inc.	28,976	$1.3M	0.2%	Core	Low	Tulsa, OK	2026-10-27
Robinson Smith Wealth Advisors LLC	28,821	$1.3M	0.8%	ETF	Low	South Portland, ME	2026-10-22
Obermeyer Wealth Partners	28,757	$1.3M	0.1%	Growth	Low	Aspen, CO	2026-10-21
Victory Financial Group, LLC	28,703	$1.3M	0.1%	ETF	Low	Austin, TX	2026-10-27
Washington Trust Co	28,438	$1.3M	0.0%	Growth	Very Low	Westerly, RI	2026-10-22
ERn Financial, LLC	28,343	$1.3M	0.2%	ETF	Very Low	Middleton, WI	2026-10-28
Navigate Wealth Management, LLC	27,057	$1.2M	0.7%	ETF	Low	Birmingham, AL	2026-10-14
SBK Financial, Inc.	26,740	$1.2M	0.6%	N/A	N/A	Richmond, VA	2026-11-02
Smith Shellnut Wilson LLC	26,634	$1.2M	0.5%	Core	Very Low	Ridgeland, MS	2026-10-21
Busey Bank	26,286	$1.2M	0.0%	Growth	Very Low	Urbana, IL	2026-10-26
Affinity Capital Advisors, LLC	25,646	$1.2M	0.1%	ETF	Low	Berkeley, CA	2026-10-13
Renasant Bank	25,633	$1.1M	0.8%	Core	Medium	Tupelo, MS	2026-11-05
Quadcap Wealth Management, LLC	25,223	$1.1M	0.1%	ETF	Low	Frisco, TX	2026-11-02
Richard P Slaughter Associates Inc	25,188	$1.1M	0.2%	ETF	Medium	Austin, TX	2026-10-13
1900 Wealth Management LLC	24,909	$1.1M	0.1%	ETF	Low	San Antonio, TX	2026-10-13
Meredith Wealth Planning	24,396	$1.1M	0.3%	ETF	Low	Maryville, IL	2026-10-14
Elser Financial Planning, Inc	23,776	$1.1M	0.0%	GARP	Low	Indianapolis, IN	2026-10-16
CRA Financial Services, LLC	23,764	$1.1M	0.1%	ETF	Very Low	Northfield, NJ	2026-10-16
Jnba Financial Advisors	22,993	$1.0M	0.1%	ETF	Medium	Bloomington, MN	2026-11-03
Caliber Wealth Management, LLC / KS	22,886	$1.0M	0.1%	ETF	Low	Overland Park, KS	2026-11-04
Elevate Wealth Advisory, Inc	22,641	$1.0M	0.5%	ETF	Very Low	Athens, GA	2026-10-29
Murphy Pohlad Asset Management LLC	22,504	$1.0M	0.3%	Value	Low	Eden Prairie, MN	2026-10-22
Northwest Wealth Advisors, LLC	22,491	$999.7K	0.5%	ETF	Very Low	Bellingham, WA	2026-11-02
Ascentis Independent Advisors	22,460	$998.4K	0.1%	ETF	Low	Dallas, TX	2026-11-03
Quadrant Private Wealth Management, LLC	22,372	$994.4K	0.1%	Growth	Low	Center Valley, PA	2026-11-04
Beacon Financial Advisory LLC	22,285	$990.6K	0.2%	ETF	Low	Cleveland, OH	2026-10-16
CoreCap Advisors, LLC	21,732	$966.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Sprinkle Financial Consultants LLC	21,705	$964.8K	0.4%	ETF	Low	Littleton, CO	2026-10-09
Physician Wealth Solutions Inc.	21,368	$949.8K	0.4%	ETF	Low	North Las Vegas, NV	2026-10-14
Hopwood Financial Services, Inc.	21,326	$947.9K	0.5%	ETF	Low	Reston, VA	2026-10-29
GW Henssler & Associates LTD	21,073	$936.7K	0.0%	Core	Medium	Kennesaw, GA	2026-10-26
Glass Jacobson Investment Advisors llc	20,978	$932.5K	0.3%	ETF	Low	Owings Mills, MD	2026-10-26
Sard Wealth Management Group, LLC	20,521	$912.2K	0.4%	ETF	Very Low	Atlanta, GA	2026-10-16
Sage Rhino Capital LLC	19,944	$886.5K	0.1%	ETF	Low	Menlo Park, CA	2026-10-28
bLong Financial, LLC	19,784	$879.4K	0.5%	Agg Growth	Low	Memphis, TN	2026-10-29
Wesbanco Bank Inc	19,512	$867.3K	0.0%	Core	Low	Wheeling, WV	2026-11-04
Anderson Hoagland & Co	19,248	$866.7K	0.1%	ETF	Low	St Louis, MO	2026-10-23
Sapient Capital LLC	19,243	$855.4K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-08
Revisor Wealth Management LLC	19,221	$860.7K	0.2%	Core	Low	Akron, OH	2026-10-20
Foster Victor Wealth Advisors, LLC	19,205	$861.7K	0.0%	Core	Medium	Greenville, SC	2026-10-21
Tufton Capital Management	18,177	$807.0K	0.3%	Core	Very Low	Hunt Valley, MD	2026-10-20
Pettinga Financial Advisors LLC	18,026	$801.3K	0.1%	ETF	Medium	Evansville, IN	2026-10-13
KPP Advisory Services LLC	18,001	$800.1K	0.1%	Growth	Medium	Louisville, KY	2026-10-26
Blume Capital Management, Inc.	17,709	$787.2K	0.1%	Core	Medium	Berkeley, CA	2026-10-26
Autumn Glory Partners, LLC	17,584	$781.6K	0.2%	Core	Medium	Dallas, TX	2026-10-26
Cherry Creek Investment Advisors, Inc.	17,293	$768.7K	0.3%	Growth	Low	Englewood, CO	2026-10-14
International Private Wealth Advisors LLC	17,285	$768.3K	0.3%	Core	Medium	San Diego, CA	2026-11-05
Rossby Financial, LCC	17,281	$768.1K	0.1%	ETF	Medium	Melbourne, FL	2026-11-05
Acropolis Investment Management, LLC	17,233	$766.0K	0.0%	ETF	Low	St. Louis, MO	2026-10-08
National Wealth Management Group, LLC	17,193	$764.2K	0.2%	ETF	Medium	Cincinnati, OH	2026-10-26
Clifford Swan Investment Counsel LLC	17,035	$757.2K	0.0%	Core	Very Low	Pasadena, CA	2026-11-05
Independent Financial Group, LLC	17,027	$756.9K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Vilga Financial Planning LLC	16,915	$751.9K	0.4%	ETF	Very Low	Fair Lawn, NJ	2026-10-09
LexAurum Advisors, LLC	16,815	$747.4K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
180 Wealth Advisors, LLC	16,769	$745.4K	0.1%	Core	Low	Federal Way, WA	2026-11-03
WBH Advisory Inc	16,464	$731.8K	0.0%	ETF	Low	Baltimore, MD	2026-11-05
Chapman Financial Group, LLC	16,169	$718.7K	0.5%	Core	Very Low	Honolulu, HI	2026-10-26
Wealth Enhancement Trust Services, Inc.	16,063	$714.0K	0.1%	Growth	Medium	Sioux Falls, SD	2026-10-07
Security Financial Services, Inc.	16,007	$711.5K	0.1%	ETF	Medium	Fort Wayne, IN	2026-10-29
Traphagen Investment Advisors LLC	15,995	$711.0K	0.0%	ETF	Low	Oradell, NJ	2026-10-14
Trust Point Inc.	15,945	$708.8K	0.1%	Core	Medium	La Crosse, WI	2026-10-27
Moisand Fitzgerald Tamayo, LLC	15,830	$703.6K	0.1%	ETF	Very Low	Orlando, FL	2026-10-15
Integrity Investment Advisors, LLC	15,698	$697.8K	0.3%	ETF	Medium	Fort Collins, CO	2026-11-03
Elevation Wealth Partners, LLC	15,484	$688.3K	0.2%	ETF	Low	Walnut Creek, CA	2026-10-07
BostonPremier Wealth LLC	15,354	$682.5K	0.3%	ETF	Very Low	Hanover, MA	2026-10-16
EnRich Financial Partners LLC	15,338	$681.8K	0.2%	ETF	Very Low	Madison, WI	2026-10-21
Compass Ion Advisors, LLC	15,258	$678.2K	0.1%	ETF	Very Low	Conshohocken, PA	2026-10-23
Balboa Wealth Partners	15,199	$675.6K	0.1%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Ti-Trust, Inc	15,195	$675.4K	0.4%	Core	Very Low	Quincy, IL	2026-10-21
KRM Wealth Management L.L.C.	15,033	$668.2K	0.3%	ETF	Very Low	Reno, NV	2026-11-02
CogentBlue Wealth Advisors, LLC	14,568	$647.5K	0.6%	ETF	Low	Knoxville, TN	2026-10-09
Balefire, LLC	14,535	$646.1K	0.1%	ETF	Medium	Dallas, TX	2026-10-09
Morling Financial Advisors, LLC	14,490	$644.1K	0.2%	ETF	Low	Fremont, CA	2026-10-28
Global Trust Wealth Management LLC	14,376	$639.0K	0.5%	ETF	Medium	West Palm Beach, FL	2026-10-14
Greenwood Capital Associates LLC	14,082	$625.9K	0.1%	Core	Medium	Greenwood, SC	2026-10-27
BOS Asset Management, LLC	13,632	$605.9K	0.1%	ETF	Low	Springfield, IL	2026-10-09
Central Valley Advisors, LLC	13,630	$605.9K	0.2%	Core	Low	Sacramento, CA	2026-10-27
Intrua Financial, LLC	13,526	$601.2K	0.1%	ETF	Medium	Houston, TX	2026-10-28
Baring Financial LLC	13,521	$601.0K	0.3%	ETF	Low	Bellingham, WA	2026-10-07
Hamilton Capital, LLC	13,463	$598.4K	0.0%	ETF	Very Low	Columbus, OH	2026-10-08
Market Street Wealth Management Advisors LLC	13,419	$596.5K	0.1%	ETF	Medium	Indianapolis, IN	2026-10-09
Yoder Wealth Management, Inc.	13,407	$595.9K	0.2%	ETF	Low	Walnut Creek, CA	2026-10-13
May Hill Capital, LLC	13,398	$595.6K	0.1%	ETF	Low	Cohasset, MA	2026-11-03
Fermata Advisors, LLC	13,297	$591.1K	0.1%	ETF	Low	Sonoma, CA	2026-10-13
Oppenheimer & Co Inc	13,259	$589.4K	0.0%	Core	Low	New York, NY	2026-10-26
Bell Investment Advisors, Inc	13,196	$586.6K	0.1%	ETF	Very Low	Orinda, CA	2026-10-29
Lockerman Financial Group, Inc.	13,133	$583.8K	0.8%	ETF	Medium	Newport Beach, CA	2026-10-19
Washington Trust Bank	12,935	$575.0K	0.0%	Core	Low	Spokane, WA	2026-11-03
Highland Financial Advisors, LLC	12,807	$569.3K	0.1%	ETF	Very Low	Wayne, NJ	2026-10-19
Dahring \| Cusmano LLC	12,765	$567.4K	0.3%	ETF	Low	Novi, MI	2026-11-03
Keystone Wealth Services, LLC	12,697	$566.8K	0.1%	ETF	High	Palm Desert, CA	2026-11-03
Platt Wealth Management LLC	12,665	$562.0K	0.7%	Growth	Very Low	San Diego, CA	2026-11-04
SYM Financial Corp	12,618	$560.9K	0.0%	ETF	Very Low	Winona Lake, IN	2026-10-26
Mendota Financial Group, LLC	12,558	$558.2K	0.3%	ETF	Low	Madison, WI	2026-10-07
Destiny Wealth Partners, LLC	12,550	$562.2K	0.1%	ETF	Medium	Tavares, FL	2026-11-05
B. Riley Wealth Advisors, Inc.	12,450	$553.4K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Blueprint Investment Partners LLC	12,441	$553.0K	0.0%	ETF	Medium	Greensboro, NC	2026-10-28
Gibbs Wealth Management	12,204	$542.5K	0.1%	Core	Low	Alpharetta, GA	2026-10-22
HFG Wealth Management, LLC	11,808	$523.8K	0.5%	ETF	Low	The Woodlands, TX	2026-10-16
Harbor Group, Inc.	11,762	$522.8K	0.1%	ETF	Very Low	Bedford, NH	2026-10-14
Navigoe, LLC	11,744	$522.0K	0.3%	ETF	Very Low	Redondo Beach, CA	2026-11-04
Burk Holdings LLC	11,713	$520.6K	0.2%	ETF	Very Low	Tulsa, OK	2026-11-05
Bay Capital Advisors, LLC	11,518	$512.0K	0.3%	ETF	Low	Virginia Beach, VA	2026-10-16
Blue Trust, Inc.	11,382	$505.9K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
MTM Investment Management, LLC	11,294	$502.0K	0.1%	Core	Very Low	Spartanburg, SC	2026-10-30
Abacus Planning Group, Inc.	11,268	$500.9K	0.1%	ETF	Low	Columbia, SC	2026-11-02
Single Point Partners, LLC	11,233	$499.3K	0.1%	ETF	Very Low	Boston, MA	2026-10-19
BankChampaign, National Association	11,188	$497.3K	0.4%	Growth	Medium	Champaign, IL	2026-10-19
First Affirmative Financial Network	11,164	$496.2K	0.1%	Core	N/A	Colorado Springs, CO	2026-10-21
Petersen Hastings Wealth Advisors Inc.	11,043	$490.9K	0.0%	ETF	Low	Kennewick, WA	2026-10-27
Monument Capital Management	11,012	$489.5K	0.1%	GARP	High	Alexandria, VA	2026-10-09
Sigma Planning Corp	10,992	$488.6K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Milestone Asset Management Group, LLC	10,933	$486.0K	0.2%	ETF	Very Low	Avon, CT	2026-10-20
Tactive Advisors, LLC	10,924	$485.6K	0.1%	ETF	High	Jacksonville, FL	2026-10-08
StoneX Group Inc.	10,843	$482.2K	0.0%	ETF	Medium	New York, NY	2026-11-03
Fairman Group, LLC	10,674	$474.5K	0.3%	ETF	Low	Chesterbrook, PA	2026-10-26
Legacy Private Trust Co.	10,600	$471.2K	0.0%	ETF	Low	Neenah, WI	2026-10-06
Burney Co/	10,565	$469.6K	0.0%	GARP	Medium	Reston, VA	2026-10-15
Cutler Investment Counsel LLC	10,559	$469.4K	0.0%	Core	Low	Jacksonville, OR	2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC	10,478	$465.7K	0.1%	ETF	Low	Athens, GA	2026-10-28
Marotta Asset Management	10,186	$452.8K	0.1%	ETF	Low	Charlottesville, VA	2026-10-02
Bedminster, LLC	10,125	$450.1K	0.4%	ETF	Medium	Bluffton, SC	2026-11-04
Cornerstone Wealth Group, LLC	10,065	$447.4K	0.0%	Core	Medium	Huntersville, NC	2026-11-02
L.K. Benson & Company, P.C.	9,874	$438.9K	0.1%	Yield	Very Low	Timonium, MD	2026-10-23
Iams Wealth Management, LLC	9,646	$428.8K	0.1%	Core	Medium	Omaha, NE	2026-10-15
Tenon Financial LLC	9,566	$425.2K	0.1%	ETF	Very Low	Metuchen, NJ	2026-10-14
Matisse Capital	9,547	$424.4K	0.2%	Value	Medium	Portland, OR	2026-10-29
BLB&B Advisors, LLC	9,455	$420.3K	0.0%	ETF	Low	Montgomeryville, PA	2026-10-27
Horizon Wealth Management, LLC	9,442	$419.7K	0.1%	ETF	Very High	La Grange, IL	2026-11-02
Matauro, LLC	9,364	$416.2K	0.1%	ETF	Low	New York, NY	2026-11-03
Balance Wealth Partners LLC	9,341	$415.2K	0.1%	ETF	Medium	Worthington, OH	2026-10-27
Berman McAleer LLC	9,260	$411.6K	0.0%	ETF	Very Low	Timonium, MD	2026-10-16
Ridgeline Wealth Planning, LLC	9,232	$410.4K	0.2%	ETF	Low	Centerville, OH	2026-10-29
Gaddis Premier Wealth Advisors LLC	9,222	$409.9K	0.2%	ETF	Medium	Durant, OK	2026-10-29
Guardian Asset Advisors, LLC	8,852	$393.5K	0.2%	Growth	Medium	Mechanicsburg, PA	2026-10-16
Romano Brothers and Company	8,832	$392.6K	0.0%	Core	Low	Evanston, IL	2026-10-22
Elevation Point Wealth Partners, LLC	8,748	$388.8K	0.0%	Core	High	Denver, CO	2026-11-05
Dixon Fnancial Services, Inc.	8,726	$387.9K	0.2%	ETF	Very Low	Lafayette, CA	2026-10-23
Foster Group, Inc.	8,715	$387.4K	0.0%	ETF	Very Low	Urbandale, IA	2026-10-13
Mokosak Advisory Group, LLC	8,662	$385.0K	0.1%	ETF	Very Low	Urbandale, IA	2026-10-20
Tableaux LLC	8,643	$384.2K	0.2%	ETF	Low	Stockbridge, MA	2026-10-23
SimpliFi, Inc.	8,516	$378.5K	0.2%	ETF	Medium	San Diego, CA	2026-10-28
Traynor Capital Management, Inc.	8,490	$377.4K	0.0%	Growth	Low	Malvern, PA	2026-10-29
McAdam, LLC	8,437	$375.0K	0.0%	ETF	Low	Philadelphia, PA	2026-10-21
Albion Financial Group	8,288	$368.4K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Synergy Asset Management, LLC	8,270	$367.6K	0.0%	Growth	High	Vancouver, WA	2026-11-05
Ullmann Wealth Partners Group, LLC	8,265	$367.4K	0.0%	ETF	Low	Jacksonville Beach, FL	2026-11-02
Angeles Wealth Management, LLC	8,211	$365.0K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Spire Wealth Management	8,173	$363.3K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
NorthCrest Asset Manangement, LLC	8,109	$365.8K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Grandfield & Dodd, LLC	8,043	$357.5K	0.0%	Core	Very Low	New York, NY	2026-10-29
G2 Capital Management, LLC / OH	7,936	$352.8K	0.1%	ETF	Very Low	Columbus, OH	2026-10-23
Diesslin Group, Inc.	7,820	$347.6K	0.1%	ETF	Medium	Fort Worth, TX	2026-10-14
Foguth Wealth Management, Llc.	7,776	$348.2K	0.0%	ETF	High	Brighton, MI	2026-10-19
Compound Planning, Inc.	7,702	$342.4K	0.0%	Core	Low	New York, NY	2026-11-05
Chapin Davis, Inc.	7,674	$341.1K	0.1%	Growth	High	Baltimore, MD	2026-10-09
Seed Wealth Management, Inc.	7,650	$340.0K	0.2%	ETF	Medium	Evanston, IL	2026-10-20
Texas Bank & Trust Co	7,627	$339.0K	0.1%	Core	Low	Longview, TX	2026-11-04
Salomon & Ludwin, LLC	7,493	$333.1K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Pillar Financial Advisors, LLC	7,403	$329.0K	0.2%	ETF	Very Low	Louisville, KY	2026-10-21
Annex Advisory Services, LLC	7,319	$325.3K	0.0%	Growth	High	Brookfield, WI	2026-10-16
Horst & Graben Wealth Management LLC	7,297	$324.4K	0.0%	ETF	Medium	Portland, OR	2026-11-02
Verdence Capital Advisors LLC	7,235	$321.6K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Herold Advisors, Inc.	7,091	$315.2K	0.1%	Core	Low	New York, NY	2026-10-19
Kingswood Wealth Advisors, LLC	7,078	$314.6K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Wingate Wealth Advisors, Inc.	7,071	$314.3K	0.1%	ETF	Very Low	Lexington, MA	2026-10-26
Williams & Novak Wealth Management, LLC	7,062	$313.9K	0.2%	ETF	Medium	Westlake Village, CA	2026-10-09
Graves Light Lenhart Wealth, Inc.	7,014	$311.8K	0.0%	ETF	Very Low	Harrisonburg, VA	2026-10-09
Smith Chas P & Associates PA Cpas	6,959	$311.6K	0.0%	Core	Very Low	Lakeland, FL	2026-10-22
MBM Wealth Consultants, LLC	6,940	$308.5K	0.1%	ETF	Very Low	Chesterfield, MO	2026-10-20
Leading Edge Financial Planning LLC	6,925	$307.8K	0.1%	ETF	Low	Knoxville, TN	2026-10-23
LJI Wealth Management, LLC	6,911	$307.2K	0.0%	ETF	Low	Indianapolis, IN	2026-10-28
RFG Holdings, Inc.	6,907	$307.0K	0.1%	ETF	Low	Argyle, TX	2026-10-30
Embree Financial Group	6,897	$306.6K	0.0%	ETF	Low	Chicago, IL	2026-10-22
Shore Point Advisors, LLC	6,841	$304.1K	0.1%	ETF	Low	Brielle, NJ	2026-10-14
Guardian Wealth Management, LLC	6,813	$302.8K	0.1%	ETF	Very Low	Chattanooga, TN	2026-10-14
VestGen Advisors, LLC	6,803	$302.4K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Mogy Joel R Investment Counsel Inc	6,740	$299.6K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-13
Acorn Creek Capital LLC	6,737	$299.5K	0.1%	ETF	Low	Fort Collins, CO	2026-11-05
Banyan Capital Management, Inc.	6,729	$299.1K	0.1%	Deep Value	Low	Atlanta, GA	2026-11-05
Prairiewood Capital, LLC	6,692	$297.4K	0.1%	ETF	Very Low	Fargo, ND	2026-10-16
Naples Global Advisors, LLC	6,666	$296.3K	0.0%	Core	Very Low	Naples, FL	2026-11-05
Ironwood Financial, llc	6,642	$295.2K	0.0%	ETF	Low	Tucson, AZ	2026-10-20
Ridgecrest Wealth Partners, LLC	6,544	$290.9K	0.1%	Growth	Low	Mill Valley, CA	2026-10-19
Powerhouse Assets LLC	6,521	$289.8K	0.2%	ETF	Very Low	Lincoln, MA	2026-10-19
Ferguson Wellman Capital Management, Inc	6,450	$286.7K	0.0%	Core	Low	Portland, OR	2026-10-05
Timonier Family Office, Ltd.	6,369	$283.1K	0.1%	ETF	Very Low	Winston Salem, NC	2026-11-03
Silver Lake Advisory, LLC	6,329	$281.3K	0.1%	Core	Low	Cottonwood Heights, UT	2026-10-22
Selby Wealth Management, LLC	6,301	$280.1K	0.1%	ETF	Very Low	Emeryville, CA	2026-10-16
Armstrong Advisory Group, Inc	6,285	$279.4K	0.0%	ETF	High	Needham, MA	2026-10-09
Legacy Wealth Management, LLC	6,256	$278.1K	0.0%	ETF	Low	Memphis, TN	2026-10-22
Huntleigh Advisors, Inc.	6,253	$277.9K	0.0%	Growth	Medium	St. Louis, MO	2026-11-03
CWS Financial Advisors, LLC	6,244	$277.5K	0.1%	ETF	Very Low	Kalamazoo, MI	2026-10-16
Optivise Advisory Services LLC	6,197	$275.5K	0.1%	ETF	Medium	Franklin, TN	2026-10-19
Ellsworth Advisors, LLC	6,185	$274.9K	0.0%	GARP	High	Hudson, OH	2026-10-15
Black Diamond Financial, LLC	6,175	$274.5K	0.0%	ETF	Very Low	Towson, MD	2026-10-26
E&G Advisors, LLC	6,115	$271.8K	0.1%	ETF	Very Low	Houston, TX	2026-10-13
Hazlett, Burt & Watson, Inc.	6,071	$270.0K	0.2%	Core	Very Low	Wheeling, WV	2026-11-04
Farmers & Merchants Investments Inc	5,895	$262.0K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
1834 Investment Advisors Co	5,889	$261.8K	0.0%	Value	Low	Milwaukee, WI	2026-10-16
Summit Financial Consulting LLC	5,838	$259.5K	0.2%	ETF	High	Sterling Heights, MI	2026-10-15
Roan Capital Partners	5,724	$254.4K	0.2%	ETF	Medium	Johnson City, TN	2026-10-09
Ritholtz Wealth Management	5,698	$253.3K	0.0%	Index	Low	New York, NY	2026-11-05
Sheets Smith Wealth Management	5,689	$252.9K	0.0%	Core	Low	Winston-Salem, NC	2026-10-16
Altura Wealth Advisors Inc.	5,648	$251.1K	0.1%	Growth	Low	Santa Clara, CA	2026-10-22
Thompson Investment Management, Inc.	5,569	$247.5K	0.0%	Value	Medium	Madison, WI	2026-10-14
PVG Asset Management Corp	5,508	$244.8K	0.2%	Growth	Medium	Golden, CO	2026-10-19
Flagship Private Wealth, LLC	5,500	$244.5K	0.1%	ETF	Low	Woburn, MA	2026-11-05
August Group Capital Ltd	5,500	$244.5K	0.2%	Growth	Medium	Toronto, Australia	2026-10-14
BlueChip Wealth Advisors LLC	5,461	$242.7K	0.1%	ETF	Medium	Milton, GA	2026-11-03
JB Capital LLC	5,439	$241.8K	0.0%	ETF	Medium	Wethersfield, CT	2026-10-19
Vann Equity Management LLC	5,424	$241.1K	0.1%	Growth	Medium	Plano, TX	2026-10-08
Opus Capital Group, LLC	5,395	$240.0K	0.1%	ETF	Very Low	Cincinnati, OH	2026-10-30
CWC Advisors, Llc.	5,347	$237.7K	0.1%	GARP	Low	Lake Oswego, OR	2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.	5,299	$235.5K	0.4%	Growth	Medium	Indianapolis, IN	2026-10-14
SpringVest Wealth Management LLC	5,282	$234.8K	0.1%	ETF	Low	Dallas, TX	2026-10-27
Levin Capital Strategies, L.P.	5,250	$233.4K	0.0%	Value	Medium	New York, NY	2026-11-02
Accel Wealth Management	5,234	$232.7K	0.1%	ETF	Low	Waverly, IA	2026-10-13
Ridgewood Investments LLC	5,213	$231.7K	0.1%	Value	Medium	Springfield, NJ	2026-10-05
MBL Wealth, LLC	5,200	$231.1K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Rainier Family Wealth Inc	5,035	$223.8K	0.1%	Growth	Low	Tacoma, WA	2026-11-02
Soltis Investment Advisors LLC	4,912	$218.3K	0.0%	Core	Medium	St. George, UT	2026-10-28
Human Investing LLC	4,863	$216.2K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-19
Three Arch Wealth Management LLC	4,851	$215.6K	0.0%	ETF	Very Low	Irvine, CA	2026-10-20
Solutions 4 Wealth, Ltd	4,758	$211.5K	0.3%	ETF	Medium	Southlake, TX	2026-11-03
Sagespring Wealth Partners, LLC	4,756	$211.4K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Virtue Capital Management, LLC	4,735	$210.5K	0.0%	Growth	High	Brentwood, TN	2026-10-29
Golden State Wealth Management, LLC	4,734	$210.4K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Meritas Wealth Management, LLC	4,689	$208.4K	0.1%	ETF	Very Low	San Rafael, CA	2026-10-14
Advisory Solutions Group, LLC	4,682	$208.1K	0.0%	ETF	N/A	Plymouth, MN	2026-10-14
Ballast Financial Advisors LLC	4,655	$206.9K	0.2%	ETF	Very Low	West Chester, PA	2026-10-26
Amarillo National Bank	4,632	$205.9K	0.0%	ETF	Very Low	Amarillo, TX	2026-10-23
Park National Corp	4,547	$202.1K	0.0%	Core	Low	Newark, OH	2026-10-05
DDD Partners, LLC	4,524	$201.1K	0.0%	Core	Medium	Bellevue, WA	2026-11-02
M Holdings Securities, Inc.	4,510	$200.0K	0.1%	ETF	High	Portland, OR	2026-11-03
Syntegra Private Wealth Group, LLC	4,510	$200.5K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
Frankly Finances, LLC	4,493	$199.7K	0.2%	ETF	Very Low	Winter Park, FL	2026-10-28
Trifecta Capital Advisors, LLC	4,492	$199.7K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Markowski Investments	4,331	$192.5K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
CX Institutional	4,047	$180	0.0%	Core	Medium	Auburn, IN	2026-10-02
Vermillion Wealth Management, Inc.	3,833	$170.4K	0.2%	Value	Low	Rosemount, MN	2026-10-26
Latitude Advisors, LLC	3,555	$158.0K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Compass Financial Management LLC	3,496	$155.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Abound Wealth Management	3,490	$155.1K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Pinnacle Bancorp, Inc.	3,485	$154.9K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Reap Financial Group, LLC	3,459	$153.8K	0.0%	ETF	Low	Austin, TX	2026-11-02
TFC Financial Management, Inc.	3,137	$139.4K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Kings Path Partners LLC	3,086	$137.2K	0.0%	ETF	Very Low	Sugar Land, TX	2026-10-21
Joseph Group Capital Management	3,058	$135.9K	0.0%	ETF	Low	Columbus, OH	2026-11-04
Nova Financial LLC	2,769	$123.1K	0.1%	N/A	N/A	Tucson, AZ	2026-11-04
Dhjj Financial Advisors, Ltd.	2,587	$115.0K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Pinnacle Wealth Planning Services, Inc.	2,311	$102.7K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Bfsg, LLC	2,164	$96.2K	0.0%	Core	Low	Irvine, CA	2026-10-30
Investors Research Corp	2,155	$95.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Silver Grove Financial Group, Inc.	1,792	$79.7K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Arcadia Investment Advisors LLC	1,738	$77.3K	0.0%	ETF	Low	Eagle, ID	2026-10-13
TD Waterhouse Canada Inc.	1,535	$68.5K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Planning Strategies Inc.	1,288	$57.3K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Acumen Wealth Advisors, LLC	1,025	$45.6K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
MassMutual Private Wealth & Trust, FSB	1,000	$44.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
Jacobi Capital Management LLC	996	$44.3K	0.0%	Core	Low	Pittston, PA	2026-11-05
Maryland Capital Advisors Inc.	966	$42.9K	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Gleason Group, Inc.	863	$38.4K	0.0%	ETF	Very Low	Prospect, KY	2026-10-15
Fairway Wealth LLC	779	$34.6K	0.0%	ETF	Low	Independence, OH	2026-10-30
Vestor Capital, LLC	765	$178	0.0%	Value	Medium	Chicago, IL	2026-11-04
Trust Co of Vermont	740	$32.9K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Biltmore Family Office, LLC	629	$28.0K	0.0%	Growth	Low	Charlotte, NC	2026-11-03
Cranbrook Wealth Management, LLC	526	$23.4K	0.0%	ETF	Very Low	Bloomfield Hills, MI	2026-10-28
Capital Investment Advisory Services, LLC	296	$13.2K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Pacific Center for Financial Services	246	$10.9K	0.0%	ETF	Medium	Danville, CA	2026-10-15
Nemes Rush Group LLC	227	$10.1K	0.0%	Core	Very Low	Novi, MI	2026-11-04
William Mack & Associates, Inc.	157	$7.0K	0.0%	ETF	Low	Troy, MI	2026-10-27
Tower Trust & Investment Co	151	$6.7K	0.0%	Growth	Low	Davenport, IA	2026-10-28
Rydar Equities, Inc.	129	$5.8K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Financial Network Wealth Advisors LLC	49	$2.2K	0.0%	ETF	Low	Murray, UT	2026-10-28
Tsfg, LLC	31	$1	0.0%	ETF	Low	Lake Forest, IL	2026-10-23