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Dimensional US SUS Core1 ETF (DFSU)

CUSIP: 25434V716 | NYSE | 361 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Retirement Solution LLC5,434,605
56.5% of portfolio›$256.4M
AWM Capital, LLC3,889,790
12.9% of portfolio›$183.5M
Quantum Financial Advisors, LLC2,354,861
10.7% of portfolio›$111.1M
Maseco LLP2,046,028
2.6% of portfolio›$96.5M
Citrine Capital LLC1,676,440
26.6% of portfolio›$79.1M
Abacus Wealth Partners, LLC1,264,757
6.7% of portfolio›$59.7M
Savant Capital, LLC630,263
0.1% of portfolio›$29.7M
Apella Capital, LLC524,914
0.3% of portfolio›$25.2M
Forum Financial Management, LP505,265
0.3% of portfolio›$23.8M
Wealth Enhancement Advisory Services, LLC454,299
0.0% of portfolio›$21.8M
Five Oceans Advisors449,615
8.1% of portfolio›$21.2M
Willow Creek Wealth Management Inc.394,652
1.2% of portfolio›$18.6M
Gibson Capital, LLC365,765
2.9% of portfolio›$17.3M
Simplicity Wealth,LLC338,189
0.5% of portfolio›$16.0M
TCI Wealth Advisors, Inc.319,062
0.6% of portfolio›$15.1M
Triune Financial Partners, LLC285,397
2.7% of portfolio›$13.5M
Wealth Architects, LLC278,166
1.0% of portfolio›$13.1M
Quarry Hill Advisors, LLC257,113
4.5% of portfolio›$12.1M
Brighton Jones LLC252,746
0.2% of portfolio›$11.9M
Clarity Wealth Development LLC248,403
6.6% of portfolio›$11.7M
Cardinal Point Capital Management ULC223,570
0.6% of portfolio›$10.5M
New Capital Management LP215,521
2.3% of portfolio›$10.2M
Elser Financial Planning, Inc202,357
0.4% of portfolio›$9.5M
Momentous Wealth Management, Inc.201,713
4.6% of portfolio›$9.5M
SJS Investment Consulting Inc.194,197
0.9% of portfolio›$9.2M
LPL Financial LLC189,616
0.0% of portfolio›$8.9M
Equita Financial Network, Inc.178,618
2.4% of portfolio›$8.4M
Allodium Investment Consultants, LLC150,685
2.9% of portfolio›$7.1M
RAM Investment Partners, LLC148,538
1.1% of portfolio›$7.0M
Vise Technologies, Inc.137,591
0.1% of portfolio›$6.5M
Root Financial Partners, LLC131,506
0.2% of portfolio›$6.2M
Elevation Wealth Partners, LLC129,752
1.7% of portfolio›$6.1M
Donalies Financial Planning, LLC129,645
4.5% of portfolio›$6.1M
Farther Finance Advisors, LLC124,962
0.0% of portfolio›$5.9M
Foster Group, Inc.124,539
0.2% of portfolio›$5.9M
Commonwealth Equity Services, LLC119,298
0.0% of portfolio›$5.6M
Perigon Wealth Management, LLC109,338
0.1% of portfolio›$5.2M
Asset Dedication, LLC90,446
0.3% of portfolio›$4.3M
Northland Capital Management LLC89,644
1.9% of portfolio›$4.2M
Chicago Partners Investment Group LLC88,489
0.1% of portfolio›$4.2M
Syverson Strege & Co87,555
0.9% of portfolio›$4.1M
Wheels Up Wealth, Inc.86,922
3.5% of portfolio›$4.1M
Beacon Hill Wealth Management Ltd.79,204
2.3% of portfolio›$3.7M
Babb Wealth Advisors LLC74,324
1.6% of portfolio›$3.5M
Burton Enright Welch67,612
0.3% of portfolio›$3.2M
Level Financial Advisors67,511
0.7% of portfolio›$3.2M
Addison Advisors LLC64,462
1.4% of portfolio›$3.0M
MLG Wealth Management DBA Pine Grove Financial Group63,983
0.3% of portfolio›$3.0M
Foundation Wealth Management, Llc\pa60,581
1.0% of portfolio›$2.9M
BetterWealth, LLC59,834
0.5% of portfolio›$2.8M
Private Wealth Management Group, LLC57,157
0.6% of portfolio›$2.7M
Petersen Hastings Wealth Advisors Inc.56,425
0.2% of portfolio›$2.7M
SeedSafe Financial LLC56,195
2.0% of portfolio›$2.7M
Flagstone Financial Management56,176
0.6% of portfolio›$2.6M
DiNuzzo Private Wealth, Inc.55,626
0.3% of portfolio›$2.6M
Sensenig Capital Advisors, Inc55,488
2.4% of portfolio›$2.6M
RW Investment Management LLC54,809
0.2% of portfolio›$2.6M
United Wealth Management, LLC53,273
0.7% of portfolio›$2.5M
Mission Wealth Management, LP51,975
0.0% of portfolio›$2.5M
Wealth Advisors Northwest LLC51,658
0.8% of portfolio›$2.4M
Modera Wealth Management, LLC51,013
0.0% of portfolio›$2.4M
Greenspring Advisors, LLC49,629
0.1% of portfolio›$2.3M
Joel Adams & Associates, Inc.49,028
1.5% of portfolio›$2.3M
Vista Capital Partners, Inc.47,168
0.2% of portfolio›$2.2M
Monument Group Wealth Advisors, LLC46,597
1.0% of portfolio›$2.2M
XY Planning Network, Inc.45,144
0.2% of portfolio›$2.1M
Creative Capital Management Investments LLC41,733
0.4% of portfolio›$2.0M
D.A. Davidson & Co.41,268
0.0% of portfolio›$1.9M
Morling Financial Advisors, LLC40,724
0.5% of portfolio›$1.9M
Trellis Wealth Advisors LLC38,893
0.6% of portfolio›$1.8M
Wolfstich Capital, LLC37,758
1.5% of portfolio›$1.8M
Cambridge Financial Group, LLC37,745
0.6% of portfolio›$1.8M
Sellwood Investment Partners LLC34,756
0.6% of portfolio›$1.6M
Mills Wealth Advisors LLC34,319
0.5% of portfolio›$1.6M
Fiduciary Financial Group, LLC32,886
0.2% of portfolio›$1.6M
Hill Island Financial LLC31,520
0.3% of portfolio›$1.5M
Silver Oak Advisory Group, Inc.30,326
0.6% of portfolio›$1.4M
EnRich Financial Partners LLC29,881
0.3% of portfolio›$1.4M
AA Financial Advisors, LLC29,340
0.2% of portfolio›$1.4M
Physician Wealth Advisors, Inc.29,183
0.2% of portfolio›$1.4M
Old Peak Finance LLC27,212
0.6% of portfolio›$1.3M
Outbound Financial Inc26,152
0.8% of portfolio›$1.2M
Altiora Financial Group, LLC26,000
0.2% of portfolio›$1.2M
Meritas Wealth Management, LLC24,595
0.4% of portfolio›$1.2M
Shira Ridge Wealth Management23,554
0.4% of portfolio›$1.1M
Opulen Financial Group LLC23,092
0.7% of portfolio›$1.1M
3 Factor Indexing, LLC21,112
0.8% of portfolio›$995.9K
Tillman Hartley LLC20,969
0.2% of portfolio›$989.1K
Tanager Wealth Management LLP20,865
0.1% of portfolio›$984.2K
HB Wealth Management, LLC20,283
0.0% of portfolio›$956.8K
AdvisorNet Financial, Inc19,363
0.0% of portfolio›$923.0K
Define Financial, LLC19,129
0.4% of portfolio›$902.3K
Hicks Capital Management LLC18,410
0.7% of portfolio›$858.5K
Signature Resources Capital Management, LLC18,317
0.4% of portfolio›$864.0K
Squire Investment Management Company, LLC18,265
0.2% of portfolio›$861.6K
Ledgewood Wealth Advisors, LLC18,148
0.5% of portfolio›$856.0K
Clearstead Advisors, LLC18,083
0.0% of portfolio›$853.0K
Creative Planning17,036
0.0% of portfolio›$803.6K
Three Arch Wealth Management LLC16,049
0.1% of portfolio›$757.0K
Montis Financial, LLC16,014
0.2% of portfolio›$755.4K
Freedom Financial Partners LLC15,871
0.2% of portfolio›$748.7K
Tortoise Investment Management, LLC15,111
0.1% of portfolio›$712.8K
Cambridge Investment Research Advisors, Inc.14,886
0.0% of portfolio›$702.0K
Family Wealth Partners, LLC14,258
0.2% of portfolio›$672.5K
McGrath & Associates, Inc.13,799
0.7% of portfolio›$650.9K
Vestia Personal Wealth Advisors13,681
0.2% of portfolio›$645.3K
Rockwood Wealth Management, LLC12,534
0.0% of portfolio›$591.2K
Warburton Capital Management, LLC11,564
0.2% of portfolio›$550.9K
Forvis Mazars Wealth Advisors, LLC11,481
0.0% of portfolio›$541.6K
Kestra Advisory Services, LLC10,973
0.0% of portfolio›$517.6K
Heck Capital Advisors, LLC10,513
0.0% of portfolio›$495.9K
Glass Jacobson Investment Advisors llc10,402
0.2% of portfolio›$490.7K
Colorado Capital Management, Inc.10,257
0.4% of portfolio›$484.0K
True Wealth Design, LLC10,081
0.1% of portfolio›$475.5K
Ballast Rock Private Wealth LLC9,987
0.2% of portfolio›$471.1K
Ascentis Independent Advisors9,494
0.0% of portfolio›$447.8K
Shore Point Advisors, LLC9,225
0.1% of portfolio›$435.2K
Towneley Capital Management, Inc / de8,859
0.1% of portfolio›$417.9K
Austin Wealth Management, LLC8,835
0.1% of portfolio›$423.0K
Keystone Financial Group, Inc.8,581
0.2% of portfolio›$404.8K
Foundry Financial LLC8,301
0.1% of portfolio›$391.6K
Acorn Creek Capital LLC8,262
0.1% of portfolio›$389.7K
Compound Planning, Inc.8,076
0.0% of portfolio›$381.0K
Wealthcare Advisory Partners LLC7,973
0.0% of portfolio›$376.1K
Coston, McIsaac & Partners7,972
0.1% of portfolio›$376.0K
Prime Capital Investment Advisors, LLC7,848
0.0% of portfolio›$370.2K
Robinson Smith Wealth Advisors LLC7,630
0.2% of portfolio›$359.9K
Choreo, LLC7,608
0.0% of portfolio›$358.9K
Astra Wealth Partners LLC7,553
0.2% of portfolio›$356.3K
Avior Wealth Management, LLC7,349
0.0% of portfolio›$346.6K
Merit Financial Group, LLC7,342
0.0% of portfolio›$346.3K
McGlone Suttner Wealth Management, Inc.7,313
0.0% of portfolio›$345.0K
Laurel Wealth Planning LLC7,247
0.1% of portfolio›$341.8K
Boyce & Associates Wealth Consulting, Inc.7,230
0.2% of portfolio›$341.0K
Quadcap Wealth Management, LLC7,148
0.0% of portfolio›$337.2K
MBE Wealth Management, LLC7,063
0.1% of portfolio›$333.2K
Austin Asset Management Co Inc6,785
0.0% of portfolio›$320.0K
M Holdings Securities, Inc.6,716
0.1% of portfolio›$319.0K
Indivisible Partners6,710
0.0% of portfolio›$316.5K
Verus Wealth Management, LLC6,600
0.2% of portfolio›$311.3K
JFS Wealth Advisors, LLC6,279
0.0% of portfolio›$296.2K
Concord Wealth Partners6,106
0.0% of portfolio›$288.0K
Sutton Place Investors LLC6,061
0.1% of portfolio›$285.9K
Parallel Advisors, LLC5,940
0.0% of portfolio›$280.2K
Morton Capital Management LLC5,724
0.0% of portfolio›$270.0K
Trademark Financial Management, LLC5,603
0.1% of portfolio›$264.3K
Washington Trust Advisors, Inc.5,444
0.0% of portfolio›$256.8K
Bedel Financial Consulting, Inc.5,231
0.0% of portfolio›$246.7K
BIP Wealth, LLC5,146
0.0% of portfolio›$242.7K
Sterling Wealth Management, Inc.4,866
0.1% of portfolio›$229.5K
marrick wealth, LLC4,787
0.2% of portfolio›$225.8K
Dixon Fnancial Services, Inc.4,785
0.1% of portfolio›$225.7K
Clarity Asset Management, Inc.4,747
0.1% of portfolio›$223.9K
Gemmer Asset Management LLC4,743
0.0% of portfolio›$223.7K
Kane Co Wealth Management, Inc.4,675
0.2% of portfolio›$220.5K
One Degree Advisors Inc4,423
0.0% of portfolio›$213.0K
Mission Financial Group, LLC4,377
0.2% of portfolio›$206.5K
Penobscot Wealth Management4,377
0.1% of portfolio›$206.5K
High Probability Advisors, LLC4,334
0.0% of portfolio›$204.5K
SageOak Financial, LLC4,281
0.1% of portfolio›$201.9K
American Capital Advisory, LLC3,656
0.1% of portfolio›$172.5K
Clean Yield Group3,028
0.0% of portfolio›$142.8K
Allworth Financial LP3,023
0.0% of portfolio›$141.0K
Burk Holdings LLC2,574
0.0% of portfolio›$121.4K
IFP Advisors, Inc2,409
0.0% of portfolio›$113.6K
Larson Financial Group LLC938
0.0% of portfolio›$44.3K
Mather Group, Llc.840
0.0% of portfolio›$39.6K
Next Level Wealth Planning, LLC366
0.0% of portfolio›$17.3K
Elevate Wealth Advisory, Inc337
0.0% of portfolio›$15.9K
AlphaCore Capital LLC298
0.0% of portfolio›$14.1K
Pillar Financial Advisors, LLC230
0.0% of portfolio›$10.9K
StyleTurnoverLocationFiled
Retirement Solution LLC
5,434,605$256.4M56.5%ETFMediumRedmond, WA2026-10-27
AWM Capital, LLC
3,889,790$183.5M12.9%ETFLowPhoenix, AZ2026-10-16
Quantum Financial Advisors, LLC
2,354,861$111.1M10.7%ETFLowSanta Monica, CA2026-11-03
Maseco LLP
2,046,028$96.5M2.6%ETFVery LowLondon, United Kingdom2026-10-27
Citrine Capital LLC
1,676,440$79.1M26.6%ETFVery LowSan Francisco, CA2026-10-14
Abacus Wealth Partners, LLC
1,264,757$59.7M6.7%ETFLowSanta Monica, CA2026-11-03
Savant Capital, LLC
630,263$29.7M0.1%IndexVery LowRockford, IL2026-11-06
Apella Capital, LLC
524,914$25.2M0.3%ETFVery LowWest Hartford, CT2026-10-08
Forum Financial Management, LP
505,265$23.8M0.3%ETFLowLombard, IL2026-10-16
Wealth Enhancement Advisory Services, LLC
454,299$21.8M0.0%CoreLowPlymouth, MN2026-10-13
Five Oceans Advisors
449,615$21.2M8.1%ETFVery LowCarlsbad, CA2026-10-22
Willow Creek Wealth Management Inc.
394,652$18.6M1.2%ETFVery LowSebastopol, CA2026-10-26
Gibson Capital, LLC
365,765$17.3M2.9%ETFVery LowWexford, PA2026-10-23
Simplicity Wealth,LLC
338,189$16.0M0.5%ETFLowSummit, NJ2026-10-23
TCI Wealth Advisors, Inc.
319,062$15.1M0.6%ETFLowTucson, AZ2026-10-30
Triune Financial Partners, LLC
285,397$13.5M2.7%ETFVery LowOverland Park, KS2026-11-03
Wealth Architects, LLC
278,166$13.1M1.0%ETFVery LowMountain View, CA2026-11-03
Quarry Hill Advisors, LLC
257,113$12.1M4.5%ETFVery LowSt Paul, MN2026-11-04
Brighton Jones LLC
252,746$11.9M0.2%CoreVery LowSeattle, WA2026-11-03
Clarity Wealth Development LLC
248,403$11.7M6.6%ETFLowCorvallis, OR2026-10-22
Cardinal Point Capital Management ULC
223,570$10.5M0.6%ValueLowToronto, Australia2026-10-21
New Capital Management LP
215,521$10.2M2.3%ETFVery LowHouston, TX2026-10-29
Elser Financial Planning, Inc
202,357$9.5M0.4%GARPLowIndianapolis, IN2026-10-16
Momentous Wealth Management, Inc.
201,713$9.5M4.6%ETFVery LowVancouver, WA2026-10-21
SJS Investment Consulting Inc.
194,197$9.2M0.9%ETFVery LowSylvania, OH2026-10-26
LPL Financial LLC
189,616$8.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Equita Financial Network, Inc.
178,618$8.4M2.4%ETFLowFort Washington, PA2026-10-19
Allodium Investment Consultants, LLC
150,685$7.1M2.9%ETFVery LowMinneapolis, MN2026-10-14
RAM Investment Partners, LLC
148,538$7.0M1.1%ETFLowBellevue, WA2026-10-21
Vise Technologies, Inc.
137,591$6.5M0.1%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
131,506$6.2M0.2%ETFMediumEncinitas, CA2026-10-21
Elevation Wealth Partners, LLC
129,752$6.1M1.7%ETFLowWalnut Creek, CA2026-10-07
Donalies Financial Planning, LLC
129,645$6.1M4.5%ETFVery LowWashington, DC2026-10-19
Farther Finance Advisors, LLC
124,962$5.9M0.0%IndexLowSan Francisco, CA2026-10-08
Foster Group, Inc.
124,539$5.9M0.2%ETFVery LowUrbandale, IA2026-10-13
Commonwealth Equity Services, LLC
119,298$5.6M0.0%ETFLowWaltham, MA2026-11-02
Perigon Wealth Management, LLC
109,338$5.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Asset Dedication, LLC
90,446$4.3M0.3%ETFLowSan Francisco, CA2026-11-03
Northland Capital Management LLC
89,644$4.2M1.9%ETFMediumVirginia, MN2026-10-15
Chicago Partners Investment Group LLC
88,489$4.2M0.1%GARPLowChicago, IL2026-10-27
Syverson Strege & Co
87,555$4.1M0.9%ETFVery LowWest Des Moines, IA2026-11-02
Wheels Up Wealth, Inc.
86,922$4.1M3.5%ETFVery LowBenicia, CA2026-10-27
Beacon Hill Wealth Management Ltd.
79,204$3.7M2.3%ETFN/AVictoria, UAE2026-10-21
Babb Wealth Advisors LLC
74,324$3.5M1.6%ETFVery LowFlagstaff, AZ2026-10-30
Burton Enright Welch
67,612$3.2M0.3%ETFVery LowWalnut Creek, CA2026-11-04
Level Financial Advisors
67,511$3.2M0.7%ETFLowEast Amherst, NY2026-10-13
Addison Advisors LLC
64,462$3.0M1.4%ETFLowMiddlebury, VT2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
63,983$3.0M0.3%ETFMediumWoodbury, MN2026-10-13
Foundation Wealth Management, Llc\pa
60,581$2.9M1.0%ETFLowMedia, PA2026-10-14
BetterWealth, LLC
59,834$2.8M0.5%ETFVery LowSan Jose, CA2026-10-15
Private Wealth Management Group, LLC
57,157$2.7M0.6%ETFLowPrinceton, NJ2026-10-19
Petersen Hastings Wealth Advisors Inc.
56,425$2.7M0.2%ETFLowKennewick, WA2026-10-27
SeedSafe Financial LLC
56,195$2.7M2.0%ETFVery LowAustin, TX2026-11-02
Flagstone Financial Management
56,176$2.6M0.6%ETFVery LowLincoln, NE2026-11-05
DiNuzzo Private Wealth, Inc.
55,626$2.6M0.3%ETFLowBeaver, PA2026-10-16
Sensenig Capital Advisors, Inc
55,488$2.6M2.4%ETFLowCollegeville, PA2026-10-23
RW Investment Management LLC
54,809$2.6M0.2%ETFLowEagle, ID2026-11-03
United Wealth Management, LLC
53,273$2.5M0.7%ETFVery LowCharlottesville, VA2026-10-30
Mission Wealth Management, LP
51,975$2.5M0.0%ETFLowSanta Barbara, CA2026-10-15
Wealth Advisors Northwest LLC
51,658$2.4M0.8%ETFLowPortland, OR2026-10-29
Modera Wealth Management, LLC
51,013$2.4M0.0%ETFVery LowWestwood, NJ2026-10-28
Greenspring Advisors, LLC
49,629$2.3M0.1%ETFVery LowTowson, MD2026-11-05
Joel Adams & Associates, Inc.
49,028$2.3M1.5%ETFLowAsheville, NC2026-11-02
Vista Capital Partners, Inc.
47,168$2.2M0.2%Deep ValueVery LowPortland, OR2026-11-06
Monument Group Wealth Advisors, LLC
46,597$2.2M1.0%ETFHighConcord, MA2026-10-21
XY Planning Network, Inc.
45,144$2.1M0.2%ETFLowBozeman, MT2026-10-14
Creative Capital Management Investments LLC
41,733$2.0M0.4%ETFLowSan Diego, CA2026-10-28
D.A. Davidson & Co.
41,268$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Morling Financial Advisors, LLC
40,724$1.9M0.5%ETFLowFremont, CA2026-10-28
Trellis Wealth Advisors LLC
38,893$1.8M0.6%ETFVery LowSan Luis Obispo, CA2026-10-19
Wolfstich Capital, LLC
37,758$1.8M1.5%ETFMediumMedfield, MA2026-10-14
Cambridge Financial Group, LLC
37,745$1.8M0.6%ETFLowTucson, AZ2026-10-06
Sellwood Investment Partners LLC
34,756$1.6M0.6%ETFLowPortland, OR2026-11-03
Mills Wealth Advisors LLC
34,319$1.6M0.5%ETFMediumSouthlake, TX2026-10-22
Fiduciary Financial Group, LLC
32,886$1.6M0.2%ETFLowSan Rafael, CA2026-10-13
Hill Island Financial LLC
31,520$1.5M0.3%ETFLowGrand Rapids, MI2026-10-20
Silver Oak Advisory Group, Inc.
30,326$1.4M0.6%ETFVery LowPortland, OR2026-11-06
EnRich Financial Partners LLC
29,881$1.4M0.3%ETFVery LowMadison, WI2026-10-21
AA Financial Advisors, LLC
29,340$1.4M0.2%ETFMediumColumbus, OH2026-10-19
Physician Wealth Advisors, Inc.
29,183$1.4M0.2%ETFMediumMidvale, UT2026-10-20
Old Peak Finance LLC
27,212$1.3M0.6%ETFVery LowChapel Hill, NC2026-11-02
Outbound Financial Inc
26,152$1.2M0.8%ETFLowBoulder, CO2026-10-13
Altiora Financial Group, LLC
26,000$1.2M0.2%ETFLowLebanon, OH2026-11-04
Meritas Wealth Management, LLC
24,595$1.2M0.4%ETFVery LowSan Rafael, CA2026-10-14
Shira Ridge Wealth Management
23,554$1.1M0.4%ETFLowLarkspur, CA2026-10-09
Opulen Financial Group LLC
23,092$1.1M0.7%ETFVery LowArlington, VA2026-10-22
3 Factor Indexing, LLC
21,112$995.9K0.8%ETFLowSacramento, CA2026-10-15
Tillman Hartley LLC
20,969$989.1K0.2%ETFLowOrlando, FL2026-11-06
Tanager Wealth Management LLP
20,865$984.2K0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
HB Wealth Management, LLC
20,283$956.8K0.0%IndexVery LowAtlanta, GA2026-10-23
AdvisorNet Financial, Inc
19,363$923.0K0.0%ETFLowMinnetonka, MN2026-10-15
Define Financial, LLC
19,129$902.3K0.4%ETFVery LowSan Diego, CA2026-10-14
Hicks Capital Management LLC
18,410$858.5K0.7%ETFVery LowColumbus, OH2026-10-20
Signature Resources Capital Management, LLC
18,317$864.0K0.4%ETFLowNewport Beach, CA2026-10-16
Squire Investment Management Company, LLC
18,265$861.6K0.2%ETFVery LowOrem, UT2026-11-03
Ledgewood Wealth Advisors, LLC
18,148$856.0K0.5%ETFLowExeter, NH2026-10-09
Clearstead Advisors, LLC
18,083$853.0K0.0%ETFLowCleveland, OH2026-11-06
Creative Planning
17,036$803.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Three Arch Wealth Management LLC
16,049$757.0K0.1%ETFVery LowIrvine, CA2026-10-20
Montis Financial, LLC
16,014$755.4K0.2%ETFLowWaltham, MA2026-11-04
Freedom Financial Partners LLC
15,871$748.7K0.2%ETFLowOakdale, MN2026-10-19
Tortoise Investment Management, LLC
15,111$712.8K0.1%ETFLowWhite Plains, NY2026-11-06
Cambridge Investment Research Advisors, Inc.
14,886$702.0K0.0%ETFLowFairfield, IA2026-11-02
Family Wealth Partners, LLC
14,258$672.5K0.2%ETFLowMatthews, NC2026-10-20
McGrath & Associates, Inc.
13,799$650.9K0.7%ETFMediumAsheville, NC2026-10-27
Vestia Personal Wealth Advisors
13,681$645.3K0.2%ETFMediumFort Wayne, IN2026-10-20
Rockwood Wealth Management, LLC
12,534$591.2K0.0%ETFVery LowNew Hope, PA2026-10-27
Warburton Capital Management, LLC
11,564$550.9K0.2%ETFVery LowTulsa, OK2026-11-06
Forvis Mazars Wealth Advisors, LLC
11,481$541.6K0.0%ETFVery LowSpringfield, MO2026-10-13
Kestra Advisory Services, LLC
10,973$517.6K0.0%CoreLowAustin, TX2026-11-02
Heck Capital Advisors, LLC
10,513$495.9K0.0%ETFMediumRhinelander, WI2026-10-14
Glass Jacobson Investment Advisors llc
10,402$490.7K0.2%ETFLowOwings Mills, MD2026-10-26
Colorado Capital Management, Inc.
10,257$484.0K0.4%ETFVery LowBoulder, CO2026-10-15
True Wealth Design, LLC
10,081$475.5K0.1%ETFMediumAkron, OH2026-10-13
Ballast Rock Private Wealth LLC
9,987$471.1K0.2%ETFMediumCharleston, SC2026-10-26
Ascentis Independent Advisors
9,494$447.8K0.0%ETFLowDallas, TX2026-11-03
Shore Point Advisors, LLC
9,225$435.2K0.1%ETFLowBrielle, NJ2026-10-14
Towneley Capital Management, Inc / de
8,859$417.9K0.1%ETFVery LowLaguna Hills, CA2026-10-09
Austin Wealth Management, LLC
8,835$423.0K0.1%ETFVery LowAustin, TX2026-11-06
Keystone Financial Group, Inc.
8,581$404.8K0.2%ETFLowAtlanta, GA2026-10-13
Foundry Financial LLC
8,301$391.6K0.1%ETFMediumPasadena, CA2026-10-16
Acorn Creek Capital LLC
8,262$389.7K0.1%ETFLowFort Collins, CO2026-11-05
Compound Planning, Inc.
8,076$381.0K0.0%CoreLowNew York, NY2026-11-05
Wealthcare Advisory Partners LLC
7,973$376.1K0.0%ETFLowWest Chester, PA2026-10-21
Coston, McIsaac & Partners
7,972$376.0K0.1%YieldVery LowBar Harbor, ME2026-11-06
Prime Capital Investment Advisors, LLC
7,848$370.2K0.0%ETFLowOverland Park, KS2026-10-20
Robinson Smith Wealth Advisors LLC
7,630$359.9K0.2%ETFLowSouth Portland, ME2026-10-22
Choreo, LLC
7,608$358.9K0.0%IndexLowRockford, IL2026-10-28
Astra Wealth Partners LLC
7,553$356.3K0.2%ETFLowJersey City, NJ2026-11-06
Avior Wealth Management, LLC
7,349$346.6K0.0%ETFMediumOmaha, NE2026-10-13
Merit Financial Group, LLC
7,342$346.3K0.0%ETFLowAlpharetta, GA2026-11-06
McGlone Suttner Wealth Management, Inc.
7,313$345.0K0.0%ETFVery LowAppleton, WI2026-10-13
Laurel Wealth Planning LLC
7,247$341.8K0.1%ETFLowEdina, MN2026-11-02
Boyce & Associates Wealth Consulting, Inc.
7,230$341.0K0.2%ETFMediumCedar Park, TX2026-10-14
Quadcap Wealth Management, LLC
7,148$337.2K0.0%ETFLowFrisco, TX2026-11-02
MBE Wealth Management, LLC
7,063$333.2K0.1%ETFVery LowTomah, WI2026-10-26
Austin Asset Management Co Inc
6,785$320.0K0.0%ETFVery LowAustin, TX2026-10-29
M Holdings Securities, Inc.
6,716$319.0K0.1%ETFHighPortland, OR2026-11-03
Indivisible Partners
6,710$316.5K0.0%GrowthMediumClearwater, FL2026-10-26
Verus Wealth Management, LLC
6,600$311.3K0.2%ETFLowDe Pere, WI2026-10-13
JFS Wealth Advisors, LLC
6,279$296.2K0.0%ETFVery LowHermitage, PA2026-11-03
Concord Wealth Partners
6,106$288.0K0.0%GrowthLowAbingdon, VA2026-11-02
Sutton Place Investors LLC
6,061$285.9K0.1%ETFLowArmonk, NY2026-10-20
Parallel Advisors, LLC
5,940$280.2K0.0%IndexLowSan Francisco, CA2026-11-03
Morton Capital Management LLC
5,724$270.0K0.0%ETFVery LowCalabasas, CA2026-10-23
Trademark Financial Management, LLC
5,603$264.3K0.1%ETFMediumBloomington, MN2026-10-23
Washington Trust Advisors, Inc.
5,444$256.8K0.0%GrowthLowWellesley, MA2026-10-22
Bedel Financial Consulting, Inc.
5,231$246.7K0.0%Agg GrowthVery LowIndianapolis, IN2026-11-06
BIP Wealth, LLC
5,146$242.7K0.0%ETFMediumAtlanta, GA2026-10-22
Sterling Wealth Management, Inc.
4,866$229.5K0.1%ETFLowChampaign, IL2026-10-23
marrick wealth, LLC
4,787$225.8K0.2%ETFVery LowIrvine, CA2026-10-20
Dixon Fnancial Services, Inc.
4,785$225.7K0.1%ETFVery LowLafayette, CA2026-10-23
Clarity Asset Management, Inc.
4,747$223.9K0.1%ETFHighAmes, IA2026-10-14
Gemmer Asset Management LLC
4,743$223.7K0.0%ETFLowWalnut Creek, CA2026-10-16
Kane Co Wealth Management, Inc.
4,675$220.5K0.2%ETFVery LowJohnston, IA2026-11-04
One Degree Advisors Inc
4,423$213.0K0.0%ETFLowSan Diego, CA2026-11-06
Mission Financial Group, LLC
4,377$206.5K0.2%ETFN/AHonolulu, HI2026-10-21
Penobscot Wealth Management
4,377$206.5K0.1%ETFVery LowPortland, ME2026-10-21
High Probability Advisors, LLC
4,334$204.5K0.0%ETFVery LowPittsford, NY2026-10-19
SageOak Financial, LLC
4,281$201.9K0.1%ETFLowTulsa, OK2026-10-19
American Capital Advisory, LLC
3,656$172.5K0.1%ETFLowKetchum, ID2026-10-28
Clean Yield Group
3,028$142.8K0.0%CoreLowNorwich, VT2026-10-28
Allworth Financial LP
3,023$141.0K0.0%IndexLowFolsom, CA2026-11-06
Burk Holdings LLC
2,574$121.4K0.0%ETFVery LowTulsa, OK2026-11-05
IFP Advisors, Inc
2,409$113.6K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
938$44.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
840$39.6K0.0%ETFMediumChicago, IL2026-10-14
Next Level Wealth Planning, LLC
366$17.3K0.0%ETFVery LowMeridian, ID2026-10-29
Elevate Wealth Advisory, Inc
337$15.9K0.0%ETFVery LowAthens, GA2026-10-29
AlphaCore Capital LLC
298$14.1K0.0%ETFLowLa Jolla, CA2026-11-04
Pillar Financial Advisors, LLC
230$10.9K0.0%ETFVery LowLouisville, KY2026-10-21