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Dimensional US Marketwide VA (DFUV)

CUSIP: 25434V724 | NYSE | 1152 institutional holders

Quarters

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

Savant Capital, LLC15,301,838
2.4% of portfolio›$841.6M
Index Fund Advisors, Inc.5,744,513
13.4% of portfolio›$315.9M
Creative Planning4,842,241
0.1% of portfolio›$266.3M
TCI Wealth Advisors, Inc.3,927,882
8.7% of portfolio›$216.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,523,255
2.6% of portfolio›$193.8M
Plancorp, LLC3,145,422
4.1% of portfolio›$178.6M
Modera Wealth Management, LLC2,236,663
1.3% of portfolio›$123.0M
Wealth Enhancement Advisory Services, LLC1,982,111
0.2% of portfolio›$110.3M
Maseco LLP1,918,321
2.9% of portfolio›$105.5M
Trust Co of the South1,584,375
12.2% of portfolio›$87.1M
LPL Financial LLC1,365,253
0.0% of portfolio›$75.1M
Evanson Financial, LLC1,284,768
3.5% of portfolio›$70.7M
Choreo, LLC1,276,737
0.7% of portfolio›$70.2M
Foster Group, Inc.1,252,955
1.9% of portfolio›$68.9M
Forum Financial Management, LP1,129,229
0.8% of portfolio›$62.1M
Allworth Financial LP1,097,297
0.2% of portfolio›$60.4M
Apella Capital, LLC1,072,946
0.8% of portfolio›$59.5M
Sachem Hill LLC1,048,773
10.2% of portfolio›$57.7M
Willow Creek Wealth Management Inc.1,017,695
3.7% of portfolio›$56.0M
Triune Financial Partners, LLC988,686
11.1% of portfolio›$54.4M
Factor Wealth Management LTD976,097
8.2% of portfolio›$53.7M
Verus Financial Partners, Inc.908,811
4.2% of portfolio›$50.0M
TFC Financial Management, Inc.898,750
5.5% of portfolio›$49.4M
Porter White Investment Advisors, Inc.888,084
30.3% of portfolio›$48.8M
Porter White Investment Advisors, Inc.888,084
30.3% of portfolio›$48.8M
Disciplined Equity Management, Inc.839,738
20.3% of portfolio›$46.2M
Heritage Investment Group, Inc.831,484
6.3% of portfolio›$45.7M
Elser Financial Planning, Inc824,754
2.0% of portfolio›$45.4M
SAX Wealth Advisors, LLC791,903
1.2% of portfolio›$43.6M
Guardian Wealth Management, LLC771,090
12.0% of portfolio›$42.4M
Earned Wealth Advisors, LLC769,046
2.6% of portfolio›$42.3M
Timonier Family Office, Ltd.761,720
14.6% of portfolio›$41.9M
Richard Young Associates, Ltd.746,824
26.6% of portfolio›$41.1M
Dixon Fnancial Services, Inc.735,886
16.2% of portfolio›$40.5M
Mission Wealth Management, LP709,857
0.6% of portfolio›$39.0M
Aspiriant, LLC709,563
1.0% of portfolio›$39.0M
Wealth Management Nebraska686,514
3.3% of portfolio›$37.8M
Heritage Wealth Management, Inc. s681,065
14.0% of portfolio›$37.5M
Wealth Architects, LLC678,878
2.9% of portfolio›$37.3M
Tillman Hartley LLC669,116
7.5% of portfolio›$36.8M
McLean Asset Management Corp590,142
4.4% of portfolio›$32.8M
Three Arch Wealth Management LLC582,202
5.1% of portfolio›$32.0M
Farther Finance Advisors, LLC577,232
0.2% of portfolio›$31.7M
RW Investment Management LLC561,271
2.7% of portfolio›$30.9M
M Holdings Securities, Inc.548,837
0.0% of portfolio›$31.2K
Meritas Wealth Management, LLC546,637
10.8% of portfolio›$30.1M
Commonwealth Equity Services, LLC529,698
0.0% of portfolio›$29.1M
ShankerValleau Wealth Advisors, Inc.526,180
7.7% of portfolio›$28.9M
Moisand Fitzgerald Tamayo, LLC519,604
2.9% of portfolio›$28.6M
Bayshore Asset Management, LLC498,403
9.8% of portfolio›$27.9M
Petersen Hastings Wealth Advisors Inc.495,646
2.2% of portfolio›$27.3M
1900 Wealth Management LLC494,085
1.5% of portfolio›$27.2M
Symmetry Partners, LLC490,427
1.4% of portfolio›$27.0M
Prudent Man Investment Management, Inc.487,528
7.6% of portfolio›$26.8M
RS Crum Inc.475,361
4.9% of portfolio›$26.1M
Mather Group, Llc.466,740
0.2% of portfolio›$25.7M
Legacy Financial Group, Inc.449,526
5.6% of portfolio›$24.7M
DiNuzzo Private Wealth, Inc.446,378
2.4% of portfolio›$24.6M
Baker Boyer National Bank434,582
6.7% of portfolio›$23.9M
Graves Light Lenhart Wealth, Inc.425,611
2.2% of portfolio›$23.4M
Confluence Wealth Services, Inc.391,017
0.6% of portfolio›$21.5M
McMill Wealth Management346,762
4.3% of portfolio›$19.1M
BIP Wealth, LLC333,107
0.5% of portfolio›$18.3M
Spire Wealth Management328,499
0.6% of portfolio›$18.1M
Pillar Financial Advisors, LLC327,842
9.9% of portfolio›$18.0M
Austin Asset Management Co Inc319,216
2.4% of portfolio›$17.6M
Juncture Wealth Strategies, LLC318,553
4.5% of portfolio›$17.5M
Navigoe, LLC317,390
9.5% of portfolio›$17.5M
Financial Synergies Wealth Advisors, Inc.314,129
1.4% of portfolio›$17.3M
Larson Financial Group LLC310,039
0.4% of portfolio›$17.1M
Root Financial Partners, LLC293,468
0.5% of portfolio›$16.1M
Squire Investment Management Company, LLC292,278
3.8% of portfolio›$16.1M
New Dimensions Wealth Management, LLC289,789
11.4% of portfolio›$15.9M
Diversified Portfolios, Inc.288,218
1.1% of portfolio›$15.9M
Dynamic Advisor Solutions LLC287,152
0.4% of portfolio›$15.8M
Investmark Advisory Group LLC281,900
5.0% of portfolio›$15.5M
Altiora Financial Group, LLC277,169
2.5% of portfolio›$15.2M
Sterling Wealth Management, Inc.273,661
3.9% of portfolio›$15.1M
Frankly Finances, LLC269,528
11.6% of portfolio›$14.8M
Andrews, Lucia Wealth Management LLC266,751
8.1% of portfolio›$14.7M
Burk Holdings LLC253,371
4.8% of portfolio›$13.9M
Kestra Advisory Services, LLC251,489
0.0% of portfolio›$13.8M
Vise Technologies, Inc.247,855
0.1% of portfolio›$13.6M
Lauterbach Financial Advisors, LLC246,552
5.8% of portfolio›$13.6M
Vestia Personal Wealth Advisors240,195
5.0% of portfolio›$13.2M
Compound Planning, Inc.228,079
0.3% of portfolio›$12.5M
RTD Financial Advisors, Inc.216,414
1.3% of portfolio›$11.9M
Capstone Wealth Management, LLC209,433
5.3% of portfolio›$11.5M
Versant Capital Management, Inc203,873
1.0% of portfolio›$11.2M
JDH Wealth Management, LLC202,392
6.7% of portfolio›$11.1M
RF&L Wealth Management, LLC197,810
7.3% of portfolio›$10.9M
Level Financial Advisors188,163
2.3% of portfolio›$10.3M
Werba Rubin Papier Wealth Management182,318
1.2% of portfolio›$10.0M
Greenspring Advisors, LLC179,624
0.4% of portfolio›$9.9M
Peirce Capital Management, LLC174,341
3.5% of portfolio›$9.6M
Merit Financial Group, LLC173,840
0.1% of portfolio›$9.6M
Financial Harvest, LLC170,867
4.4% of portfolio›$9.4M
Belleair Asset Management, LLC168,153
7.8% of portfolio›$9.2M
TruNorth Capital Management, LLC162,880
1.4% of portfolio›$9.0M
Ariadne Wealth Management, LP160,765
3.9% of portfolio›$8.8M
Baker Tilly Wealth Management, LLC160,433
1.7% of portfolio›$8.8M
Truist Financial Corp160,001
0.0% of portfolio›$8.8M
Sprinkle Financial Consultants LLC156,958
3.4% of portfolio›$8.6M
Weinberger Asset Management, Inc153,798
2.7% of portfolio›$8.5M
Woodward Financial Advisors, Inc.152,071
3.3% of portfolio›$8.4M
Lutz Financial Services LLC146,970
0.5% of portfolio›$8.1M
Kondo Wealth Advisors, Inc.138,842
2.5% of portfolio›$7.6M
First National Bank Sioux Falls136,544
2.3% of portfolio›$7.5M
Northwest Wealth Management, LLC136,355
1.0% of portfolio›$7.5M
Addison Advisors LLC133,923
3.4% of portfolio›$7.4M
Kooman & Associates131,212
1.9% of portfolio›$7.2M
Abacus Wealth Partners, LLC131,035
0.8% of portfolio›$7.2M
HUB Investment Partners, LLC129,590
0.1% of portfolio›$7.1M
Cherry Tree Wealth Management, LLC128,649
1.3% of portfolio›$7.1M
JFS Wealth Advisors, LLC128,368
0.4% of portfolio›$7.1M
EnRich Financial Partners LLC127,977
1.7% of portfolio›$7.0M
Builder Investment Group Inc127,393
1.4% of portfolio›$7.0M
LAM Group, Inc.127,179
3.5% of portfolio›$7.0M
GEM Asset Management, LLC125,158
2.7% of portfolio›$6.9M
Cambridge Investment Research Advisors, Inc.124,007
0.0% of portfolio›$6.8M
Shearwater Capital LLC122,194
3.2% of portfolio›$6.7M
Gradient Capital Advisors, LLC121,587
1.5% of portfolio›$6.7M
Visionary Wealth Advisors120,401
0.3% of portfolio›$6.6M
EverSource Wealth Advisors, LLC119,303
0.2% of portfolio›$6.6M
PFG Advisors116,654
0.3% of portfolio›$6.4M
Forteris Wealth Management Inc.114,954
5.2% of portfolio›$6.3M
AG Asset Advisory, LLC112,791
4.5% of portfolio›$6.2M
Simplicity Wealth,LLC112,204
0.2% of portfolio›$6.2M
Colorado Capital Management, Inc.111,202
5.4% of portfolio›$6.1M
Evensky & Katz LLC107,381
0.8% of portfolio›$5.9M
US Bancorp \de\103,367
0.0% of portfolio›$5.7M
Cogent Strategic Wealth LLC103,261
5.4% of portfolio›$5.7M
Vannoy Advisory Group, Inc.100,205
3.2% of portfolio›$5.5M
Indivisible Partners99,640
0.3% of portfolio›$5.5M
Joel Isaacson & Co., LLC99,486
0.2% of portfolio›$5.5M
55 North Private Wealth, LLC98,974
1.0% of portfolio›$5.4M
SwitchPoint Financial Planning, LLC96,902
3.0% of portfolio›$5.3M
Summit Financial Strategies, Inc.93,272
0.4% of portfolio›$5.1M
Verdence Capital Advisors LLC90,687
0.2% of portfolio›$5.0M
HMV Wealth Advisors, LLC88,991
1.9% of portfolio›$4.9M
Pacific Asset Management, LLC84,977
2.3% of portfolio›$4.7M
Intelligent Financial Strategies83,718
2.2% of portfolio›$4.6M
Virtue Asset Management LLC76,969
2.9% of portfolio›$4.2M
BluePrint Investing LLC76,863
3.3% of portfolio›$4.2M
Washington Trust Co75,104
0.1% of portfolio›$4.1M
Prospera Financial Services Inc72,051
0.1% of portfolio›$4.1M
Regions Financial Corp71,334
0.0% of portfolio›$3.9M
Capital Investment Advisory Services, LLC69,652
0.2% of portfolio›$3.8M
Wealth Advisors Northwest LLC68,633
1.3% of portfolio›$3.8M
Embree Financial Group66,604
0.4% of portfolio›$3.7M
Glass Jacobson Investment Advisors llc66,568
1.1% of portfolio›$3.7M
Clearstead Advisors, LLC66,180
0.0% of portfolio›$3.6M
Wolfstich Capital, LLC64,984
2.9% of portfolio›$3.6M
Woodside Wealth Management LLC62,078
2.3% of portfolio›$3.4M
Clarity Capital Advisors, LLC61,458
1.4% of portfolio›$3.4M
Melfa Wealth Management, Inc.59,358
1.8% of portfolio›$3.3M
Triumph Capital Management59,209
0.6% of portfolio›$3.3M
Robertson Stephens Wealth Management, LLC58,810
0.1% of portfolio›$3.2M
Navigate Wealth Management, LLC58,329
2.0% of portfolio›$3.3M
Clark Asset Management, LLC58,170
0.2% of portfolio›$3.2M
Central Trust Co57,151
0.1% of portfolio›$3.1M
Cypress Wealth Services, LLC56,001
0.4% of portfolio›$3.1M
Fonville Wealth Management LLC55,442
0.5% of portfolio›$3.0M
Quantum Financial Advisors, LLC55,061
0.3% of portfolio›$3.0M
Foundation Wealth Management, Llc\pa52,995
1.0% of portfolio›$2.9M
Family CFO Inc52,975
1.1% of portfolio›$2.9M
PNC Financial Services Group, Inc.52,750
0.0% of portfolio›$2.9M
Warwick Investment Management, Inc.51,910
0.3% of portfolio›$2.9M
Chicago Partners Investment Group LLC51,337
0.1% of portfolio›$2.9M
Bank of New York Mellon Corp50,696
0.0% of portfolio›$2.8M
Nicholas Hoffman & Company, Llc.50,464
0.1% of portfolio›$2.8M
Trace Wealth Advisors, LLC46,965
1.9% of portfolio›$2.6M
25 LLC46,599
0.7% of portfolio›$2.6M
Tred Avon Family Wealth, LLC45,800
0.8% of portfolio›$2.5M
Kane Co Wealth Management, Inc.45,063
2.0% of portfolio›$2.5M
Stone Summit Wealth LLC44,265
0.7% of portfolio›$2.4M
Tarbox Family Office, Inc.41,863
0.3% of portfolio›$2.3M
Valued Wealth Advisors LLC40,833
0.8% of portfolio›$2.2M
Samalin Investment Counsel, LLC40,698
0.7% of portfolio›$2.2M
Poinciana Advisors Group, LLC40,648
1.8% of portfolio›$2.5M
IFG Advisors, LLC40,523
0.3% of portfolio›$2.2M
Diversify Wealth Management, LLC39,150
0.0% of portfolio›$2.2M
Diversify Advisory Services, LLC39,150
0.0% of portfolio›$2.2M
Aurelius Family Office LLC38,740
0.8% of portfolio›$2.1M
CFS Investment Advisory Services, LLC37,606
0.1% of portfolio›$2.1M
Websterrogers Financial Advisors, LLC37,347
0.5% of portfolio›$2.1M
Matauro, LLC37,278
0.3% of portfolio›$2.1M
Kavar Capital Partners Group, LLC36,840
0.2% of portfolio›$2.0M
Parkside Financial Bank & Trust35,311
0.1% of portfolio›$1.9M
Valeo Financial Advisors, LLC35,291
0.0% of portfolio›$1.9M
IFP Advisors, Inc34,044
0.0% of portfolio›$1.9M
Beacon Financial Advisory LLC33,495
0.3% of portfolio›$1.8M
Quadcap Wealth Management, LLC32,970
0.2% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC32,915
0.0% of portfolio›$1.8M
Aspen Wealth Management LLC32,755
0.3% of portfolio›$1.8M
XY Planning Network, Inc.32,357
0.2% of portfolio›$1.8M
Klingman & Associates, LLC32,275
0.1% of portfolio›$1.8M
Busey Bank31,112
0.0% of portfolio›$1.7M
Cogent Private Wealth, Inc.30,624
1.0% of portfolio›$1.7M
ARK & TLK Investments, LLC30,412
0.4% of portfolio›$1.7M
Verus Wealth Management, LLC29,727
1.0% of portfolio›$1.6M
Cliftonlarsonallen Wealth Advisors, LLC29,023
0.0% of portfolio›$1.6M
RAM Investment Partners, LLC27,706
0.2% of portfolio›$1.5M
First National Bank of Mount Dora, Trust Investment Services27,449
0.3% of portfolio›$1.5M
SJS Investment Consulting Inc.27,151
0.2% of portfolio›$1.5M
Oath Planning, LLC27,129
1.0% of portfolio›$1.5M
New England Private Wealth Advisors LLC26,829
0.1% of portfolio›$1.5M
Garde Capital, Inc.26,598
0.1% of portfolio›$1.5M
Fifth Third Bancorp26,407
0.0% of portfolio›$1.5M
M Wealth Management, LLC26,224
1.1% of portfolio›$1.4M
Pictet North America Advisors SA25,825
0.1% of portfolio›$1.4M
Bannerman Wealth Management Group, LLC25,514
0.8% of portfolio›$1.4M
Financial Council, LLC24,585
0.4% of portfolio›$1.4M
Kathmere Capital Management, LLC24,095
0.1% of portfolio›$1.3M
Phillips Financial Management, LLC23,936
0.1% of portfolio›$1.3M
Midwest Trust Co23,318
0.0% of portfolio›$1.3M
Integrated Advisors Network LLC23,264
0.1% of portfolio›$1.3M
Parallel Advisors, LLC23,247
0.0% of portfolio›$1.3M
Mustard Seed Financial, LLC22,499
0.6% of portfolio›$1.2M
Fulcrum Equity Management22,390
1.0% of portfolio›$1.2M
Wealthcare Advisory Partners LLC22,355
0.0% of portfolio›$1.2M
Parkside Investments, LLC22,018
0.1% of portfolio›$1.2M
Allegiance Financial Group Advisory Services LLC22,001
0.2% of portfolio›$1.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies21,902
0.9% of portfolio›$1.2M
Plante Moran Financial Advisors, LLC21,496
0.1% of portfolio›$1.2M
KDK Private Wealth Management, LLC21,488
0.9% of portfolio›$1.2M
MBM Wealth Consultants, LLC21,375
0.2% of portfolio›$1.2M
Signaturefd, LLC20,866
0.0% of portfolio›$1.1M
Powerhouse Assets LLC20,804
0.9% of portfolio›$1.1M
Prism Planning Partners LLC20,723
1.1% of portfolio›$1.1M
Keybank National Association20,232
0.0% of portfolio›$1.1M
Facet Wealth, Inc.20,185
0.0% of portfolio›$1.1M
Silver Oak Advisory Group, Inc.20,054
0.4% of portfolio›$1.1M
Apollon Wealth Management, LLC19,577
0.0% of portfolio›$1.1M
Wealth Enhancement Trust Services, Inc.19,548
0.1% of portfolio›$1.1M
Concurrent Investment Advisors, LLC19,435
0.0% of portfolio›$1.1M
Balboa Wealth Partners19,206
0.1% of portfolio›$1.1M
CRA Financial Services, LLC19,190
0.1% of portfolio›$1.1M
Amarillo National Bank19,084
0.2% of portfolio›$1.0M
Avantax Planning Partners, Inc.18,967
0.0% of portfolio›$1.0M
D.A. Davidson & Co.18,793
0.0% of portfolio›$1.0M
Smith Chas P & Associates PA Cpas18,697
0.1% of portfolio›$1.0M
Professional Financial Advisors, LLC18,671
0.2% of portfolio›$1.0M
Northwest Wealth Advisors, LLC18,305
0.5% of portfolio›$1.0M
BetterWealth, LLC18,261
0.2% of portfolio›$1.0M
MGO One Seven LLC18,228
0.0% of portfolio›$1.0M
Accredited Investor Services, LLC18,094
0.6% of portfolio›$995.2K
tru Independence LLC18,000
0.4% of portfolio›$990.0K
Arbor Wealth Advisors LLC17,986
0.6% of portfolio›$989.2K
Marietta Wealth Management, LLC17,675
0.1% of portfolio›$985.4K
Vista Capital Partners, Inc.17,617
0.1% of portfolio›$968.9K
Falcon Wealth Planning17,426
0.1% of portfolio›$958.4K
Cantor Fitzgerald Investment Advisors L.P.17,285
0.1% of portfolio›$950.7K
Cathy Pareto & Associates, Inc17,109
0.5% of portfolio›$941.0K
Aerodigm Wealth, LLC16,821
0.3% of portfolio›$925.2K
Renasant Bank16,764
0.6% of portfolio›$922.0K
PDS Planning, Inc16,718
0.1% of portfolio›$919.5K
Narus Financial Partners, LLC16,671
0.2% of portfolio›$916.9K
Key FInancial Inc16,635
0.1% of portfolio›$914.9K
Perigon Wealth Management, LLC16,454
0.0% of portfolio›$905.0K
Park Avenue Securities LLC16,333
0.0% of portfolio›$898.0K
Capital Investment Advisors, LLC16,314
0.0% of portfolio›$897.3K
Voisard Asset Management Group, Inc.16,187
0.2% of portfolio›$890.3K
VestGen Advisors, LLC16,113
0.0% of portfolio›$886.2K
Ferguson Wellman Capital Management, Inc16,093
0.0% of portfolio›$885.1K
Krilogy Financial LLC15,758
0.0% of portfolio›$881.7K
Summit Wealth Group LLC / Co15,607
0.1% of portfolio›$858.4K
Babb Wealth Advisors LLC15,599
0.4% of portfolio›$858.0K
Prairie Advisory, LLC15,478
0.1% of portfolio›$851.3K
WestHill Financial Advisors, Inc.15,411
0.1% of portfolio›$847.6K
Mesirow Financial Investment Management, Inc.15,033
0.0% of portfolio›$826.8K
AWM Capital, LLC14,998
0.1% of portfolio›$824.9K
Kaufman Rossin Wealth, LLC14,946
0.3% of portfolio›$822.1K
GenTrust, LLC14,422
0.0% of portfolio›$793.2K
Bailard, Inc.14,395
0.0% of portfolio›$791.7K
Lido Advisors, LLC14,148
0.0% of portfolio›$778.2K
D'Orazio & Associates, Inc.14,143
0.1% of portfolio›$777.9K
Shore Point Advisors, LLC14,120
0.2% of portfolio›$776.6K
Owl Creek Wealth Partners LLC14,048
0.2% of portfolio›$772.6K
Rossby Financial, LCC14,005
0.1% of portfolio›$770.3K
Collective Family Office LLC13,867
0.2% of portfolio›$762.7K
West Wealth Group, LLC13,807
0.1% of portfolio›$759.4K
CWA Asset Management Group, LLC13,503
0.0% of portfolio›$742.7K
Money Concepts Capital Corp13,418
0.0% of portfolio›$738.0K
Oakworth Capital, Inc.13,401
0.0% of portfolio›$737.1K
Oppenheimer & Co Inc13,386
0.0% of portfolio›$736.2K
Center for Financial Planning, Inc.13,216
0.1% of portfolio›$726.9K
WoodTrust Financial Corp13,215
0.3% of portfolio›$727.0K
McGrath & Associates, Inc.13,188
0.8% of portfolio›$725.3K
FSM Wealth Advisors, LLC12,929
0.1% of portfolio›$719.7K
HBE Wealth Management, LLC12,761
0.5% of portfolio›$701.9K
Williams & Novak Wealth Management, LLC12,608
0.4% of portfolio›$693.4K
Robinswood Financial LLC12,472
0.2% of portfolio›$698.3K
MBL Wealth, LLC12,138
0.0% of portfolio›$667.6K
Wedmont Private Capital11,971
0.0% of portfolio›$666.4K
Elevate Wealth Advisory, Inc11,891
0.3% of portfolio›$654.0K
Basso Capital Management, L.P.11,800
0.1% of portfolio›$649.0K
Brighton Jones LLC11,796
0.0% of portfolio›$648.8K
Quadrant Capital Group LLC11,403
0.0% of portfolio›$637.5K
Bryn Mawr Trust Advisors, LLC11,324
0.0% of portfolio›$622.8K
Naples Global Advisors, LLC11,320
0.0% of portfolio›$622.6K
Washington Trust Advisors, Inc.11,256
0.0% of portfolio›$619.1K
Wilmington Savings Fund Society, FSB11,207
0.0% of portfolio›$616.4K
Private Trust Co NA11,074
0.0% of portfolio›$609.1K
Ascent Group, LLC10,849
0.0% of portfolio›$596.7K
Liberty Capital Management, Inc.10,742
0.1% of portfolio›$590.8K
Carlton Hofferkamp & Jenks Wealth Management, LLC10,672
0.2% of portfolio›$602.8K
One Way Holdings LLC10,652
0.0% of portfolio›$585.9K
Steele Capital Management, Inc.10,564
0.0% of portfolio›$581.0K
Badgley Phelps Wealth Managers, LLC10,430
0.0% of portfolio›$573.7K
Cross Staff Investments Inc10,391
0.3% of portfolio›$571.5K
Ashton Thomas Private Wealth, LLC10,255
0.0% of portfolio›$564.0K
Americana Partners, LLC10,223
0.0% of portfolio›$562.3K
Towneley Capital Management, Inc / de10,158
0.1% of portfolio›$558.7K
Compass Wealth Management, LLC10,089
0.2% of portfolio›$554.9K
Integrity Investment Advisors, LLC10,038
0.2% of portfolio›$552.1K
Tufton Capital Management9,937
0.2% of portfolio›$546.0K
Everest Financial Group LLC9,875
0.1% of portfolio›$543.1K
RFG Advisory, LLC9,749
0.0% of portfolio›$536.2K
Accredited Investors Inc.9,623
0.0% of portfolio›$529.3K
Approach Retirement Advisors, LLC9,430
0.4% of portfolio›$518.7K
Gradient Investments LLC9,427
0.0% of portfolio›$518.5K
Avant Financial Advisors LLC9,363
0.3% of portfolio›$515.0K
Signal Advisors Wealth, LLC9,333
0.0% of portfolio›$513.3K
Quad-Cities Investment Group, LLC9,292
0.2% of portfolio›$511.1K
Mullaney, Keating & Wright, Inc.9,210
0.2% of portfolio›$506.6K
Summit Asset Management, LLC9,170
0.1% of portfolio›$504.3K
Destiny Wealth Partners, LLC9,077
0.1% of portfolio›$515.6K
Ironwood Financial, llc9,070
0.1% of portfolio›$498.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,070
0.0% of portfolio›$498.9K
Live Oak Private Wealth LLC8,962
0.1% of portfolio›$492.9K
Third View Private Wealth, LLC8,864
0.1% of portfolio›$487.5K
Angeles Wealth Management, LLC8,838
0.0% of portfolio›$486.1K
Goldstein Advisors, LLC8,819
0.0% of portfolio›$485.0K
Prudent Investor Advisors, LLC8,795
0.4% of portfolio›$483.7K
Brookstone Capital Management8,794
0.0% of portfolio›$483.7K
Gerber Kawasaki Wealth & Investment Management8,794
0.0% of portfolio›$483.7K
Sensible Money, LLC8,563
0.1% of portfolio›$471.0K
Newton One Investments LLC8,506
0.1% of portfolio›$467.8K
Warburton Capital Management, LLC8,459
0.2% of portfolio›$478.9K
Physician Wealth Solutions Inc.8,307
0.2% of portfolio›$456.9K
Assetmark, Inc8,299
0.0% of portfolio›$456.5K
Venture Visionary Partners LLC8,294
0.0% of portfolio›$456.2K
Compass Ion Advisors, LLC8,219
0.0% of portfolio›$452.0K
Monument Group Wealth Advisors, LLC8,213
0.2% of portfolio›$451.7K
Montz Harcus Wealth Management LLC8,135
0.2% of portfolio›$447.4K
Rockwood Wealth Management, LLC8,122
0.0% of portfolio›$446.7K
Optima Capital LLC7,912
0.2% of portfolio›$435.2K
Bull Oak Capital, LLC7,864
0.1% of portfolio›$432.5K
Ridgewood Investments LLC7,855
0.2% of portfolio›$432.0K
Ritholtz Wealth Management7,730
0.0% of portfolio›$425.2K
Leeward Financial Partners, LLC7,670
0.1% of portfolio›$421.9K
Aviance Capital Partners, LLC7,562
0.0% of portfolio›$415.9K
Aspirean Wealth, LLC7,504
0.4% of portfolio›$412.8K
Institute for Wealth Management, Llc.7,491
0.0% of portfolio›$412.0K
LVM Capital Management LTD7,391
0.0% of portfolio›$406.5K
Donalies Financial Planning, LLC7,387
0.3% of portfolio›$406.3K
Smith Salley Wealth Management7,344
0.0% of portfolio›$403.9K
Bokf, NA7,086
0.0% of portfolio›$389.7K
Forvis Mazars Wealth Advisors, LLC6,999
0.0% of portfolio›$384.9K
Marble Harbor Investment Counsel, LLC6,983
0.0% of portfolio›$384.1K
Private Wealth Management Group, LLC6,830
0.1% of portfolio›$375.7K
Evergreen Capital Management LLC6,809
0.0% of portfolio›$374.5K
Caldwell Trust Co6,770
0.0% of portfolio›$372.4K
UMB Bank, n.a.6,760
0.0% of portfolio›$371.8K
Maryland Capital Advisors Inc.6,714
0.1% of portfolio›$369.3K
Ferguson Johnson Wealth Management Inc6,695
0.3% of portfolio›$368.2K
Washington Trust Bank6,686
0.0% of portfolio›$367.7K
Waterfront Wealth Inc.6,682
0.1% of portfolio›$376.8K
High Probability Advisors, LLC6,646
0.0% of portfolio›$365.5K
Grey Ledge Advisors, LLC6,646
0.1% of portfolio›$365.5K
Daytona Street Capital LLC6,644
0.3% of portfolio›$369.8K
Grandfield & Dodd, LLC6,583
0.0% of portfolio›$362.1K
Independent Financial Group, LLC6,565
0.0% of portfolio›$361.1K
Grove Street Fiduciary, LLC6,544
0.2% of portfolio›$359.9K
TrustWell Financial Advisors, LLC6,469
0.3% of portfolio›$355.8K
AlphaCore Capital LLC6,442
0.0% of portfolio›$354.3K
Lockerman Financial Group, Inc.6,433
0.5% of portfolio›$353.8K
Bdfs Capital LLC6,374
0.2% of portfolio›$350.6K
Acorn Financial Advisory Services Inc6,374
0.0% of portfolio›$350.6K
Fiduciary Family Office, LLC6,366
0.1% of portfolio›$350.1K
Gordian Advisors LLC6,318
0.2% of portfolio›$347.5K
RKL Wealth Management LLC6,288
0.0% of portfolio›$345.8K
Orgel Wealth Management, LLC6,283
0.0% of portfolio›$345.6K
Essential Planning, Llc.6,218
0.1% of portfolio›$342.0K
Cyndeo Wealth Partners, LLC6,100
0.0% of portfolio›$335.5K
Purkiss Capital Advisors LLC6,076
0.1% of portfolio›$334.2K
Stonebridge Financial Group, LLC5,954
0.0% of portfolio›$327.5K
Level Four Advisory Services, LLC5,952
0.0% of portfolio›$327.4K
Rise Advisors, LLC5,913
0.1% of portfolio›$325.2K
BOS Asset Management, LLC5,881
0.1% of portfolio›$323.5K
SevenBridge Financial Group, LLC5,877
0.0% of portfolio›$331.9K
First Bancorp, Inc5,844
0.1% of portfolio›$321.4K
Old Peak Finance LLC5,822
0.1% of portfolio›$320.2K
NTV Asset Management LLC5,708
0.0% of portfolio›$313.9K
Well Done, LLC5,684
0.0% of portfolio›$312.6K
Lantz Financial LLC5,656
0.1% of portfolio›$311.1K
Kelly Financial Group LLC5,631
0.1% of portfolio›$309.7K
Legacy Advisors, LLC5,609
0.0% of portfolio›$308.5K
Everhart Financial Group, Inc.5,515
0.0% of portfolio›$303.3K
StoneX Group Inc.5,465
0.0% of portfolio›$305.0K
Ascentis Independent Advisors5,460
0.0% of portfolio›$300.3K
Norden Group LLC5,451
0.0% of portfolio›$299.8K
McCarley & Cook Financial Planners5,332
0.2% of portfolio›$293.2K
Private Management Group Inc5,325
0.0% of portfolio›$292.9K
Bell Bank5,306
0.0% of portfolio›$291.8K
Grimes & Co Wealth Management, LLC5,285
0.0% of portfolio›$290.7K
SBK Financial, Inc.5,188
0.1% of portfolio›$285.3K
Gamma Investing LLC5,025
0.0% of portfolio›$276.4K
One Degree Advisors Inc5,017
0.1% of portfolio›$279.9K
Grey Fox Wealth Advisors, LLC4,962
0.0% of portfolio›$272.9K
Murphy Pohlad Asset Management LLC4,920
0.1% of portfolio›$270.6K
Financial Insights, Inc.4,852
0.1% of portfolio›$266.9K
Carnegie Investment Counsel4,764
0.0% of portfolio›$262.0K
Crescent Grove Advisors, LLC4,682
0.0% of portfolio›$257.5K
HB Wealth Management, LLC4,596
0.0% of portfolio›$252.8K
Guidance Point Advisors, LLC4,569
0.1% of portfolio›$251.3K
BankChampaign, National Association4,549
0.2% of portfolio›$250.2K
Lauer Wealth, LLC4,500
0.2% of portfolio›$250.5K
Heritage Wealth Management, Inc.4,459
0.1% of portfolio›$245.2K
Advisor OS, LLC4,407
0.0% of portfolio›$242.4K
CX Institutional4,390
0.0% of portfolio›$241
Corundum Group, Inc.4,331
0.1% of portfolio›$238.2K
Sherman Wealth Management LLC4,330
0.2% of portfolio›$238.2K
HWG Holdings LP4,323
0.1% of portfolio›$237.8K
Anderson Hoagland & Co4,303
0.0% of portfolio›$243.5K
Trademark Financial Management, LLC4,280
0.1% of portfolio›$235.4K
Olio Financial Planning4,268
0.1% of portfolio›$234.8K
CGN Advisors LLC4,235
0.0% of portfolio›$232.9K
Market Street Wealth Management Advisors LLC4,222
0.0% of portfolio›$232.2K
Burton Enright Welch4,221
0.0% of portfolio›$232.1K
Five Oceans Advisors4,216
0.1% of portfolio›$231.9K
Affinity Capital Advisors, LLC4,211
0.0% of portfolio›$235.1K
Wavvest Wealth LLC4,205
0.2% of portfolio›$231.3K
Cherry Creek Investment Advisors, Inc.4,110
0.1% of portfolio›$226.1K
Gryphon Financial Partners LLC4,083
0.0% of portfolio›$224.6K
Colton Groome Financial Advisors, LLC4,052
0.1% of portfolio›$222.9K
RFG Holdings, Inc.4,044
0.0% of portfolio›$222.4K
Rinkey Investments4,031
0.1% of portfolio›$221.7K
Wealth Dimensions Group, Ltd.4,015
0.0% of portfolio›$220.8K
Capstone Capital LLC3,978
0.1% of portfolio›$218.8K
Mindset Wealth Management, LLC3,946
0.0% of portfolio›$217.0K
Wedbush Securities Inc3,862
0.0% of portfolio›$212.0K
Intrua Financial, LLC3,844
0.0% of portfolio›$211.4K
Valen Private Capital, LLC3,837
0.1% of portfolio›$211.0K
Morton Capital Management LLC3,826
0.0% of portfolio›$210.4K
Kestra Private Wealth Services, LLC3,819
0.0% of portfolio›$210.0K
SC&H Financial Advisors, Inc.3,734
0.0% of portfolio›$205.4K
Dhjj Financial Advisors, Ltd.3,711
0.1% of portfolio›$204.1K
Prosperity Planning, Inc.3,710
0.0% of portfolio›$204.1K
McAdam, LLC3,694
0.0% of portfolio›$203.2K
Blue Trust, Inc.3,675
0.0% of portfolio›$202.1K
AdvisorNet Financial, Inc3,613
0.0% of portfolio›$201.4K
Abound Wealth Management3,320
0.0% of portfolio›$182.6K
Asset Dedication, LLC3,138
0.0% of portfolio›$172.6K
Pacific Center for Financial Services3,001
0.0% of portfolio›$165.1K
Colony Family Offices, LLC2,921
0.0% of portfolio›$160.6K
Ares Financial Consulting, LLC2,728
0.1% of portfolio›$150.1K
Russell Investments Group, Ltd.2,651
0.0% of portfolio›$145.8K
Financial Consulate, Inc2,535
0.0% of portfolio›$139.4K
Hilltop National Bank2,497
0.0% of portfolio›$137.3K
Foster Dykema Cabot & Partners, LLC2,429
0.0% of portfolio›$133.6K
American Capital Advisory, LLC2,420
0.0% of portfolio›$133.1K
Aspect Partners, LLC2,244
0.0% of portfolio›$123.4K
Trifecta Capital Advisors, LLC2,127
0.0% of portfolio›$117.0K
Kings Path Partners LLC2,013
0.0% of portfolio›$110.7K
MV Capital Management, Inc.1,867
0.0% of portfolio›$102.7K
Latitude Advisors, LLC1,750
0.0% of portfolio›$96.3K
KFG LLC1,740
0.1% of portfolio›$95.7K
Compass Wealth Management LLC1,734
0.0% of portfolio›$95.4K
Citigroup Inc1,715
0.0% of portfolio›$94.3K
Creative Financial Designs Inc1,671
0.0% of portfolio›$91.9K
Coston, McIsaac & Partners1,464
0.0% of portfolio›$80.6K
Thompson Investment Management, Inc.1,403
0.0% of portfolio›$77.2K
Cassaday & Co Wealth Management LLC1,352
0.0% of portfolio›$74.4K
Retirement Wealth Solutions LLC1,343
0.0% of portfolio›$73.9K
Lodestone Wealth Management LLC1,315
0.0% of portfolio›$72.3K
Mowery & Schoenfeld Wealth Management, LLC1,303
0.1% of portfolio›$71.7K
Evermay Wealth Management LLC1,275
0.0% of portfolio›$70.1K
DecisionPoint Financial, LLC1,257
0.0% of portfolio›$69.4K
Physician Wealth Advisors, Inc.1,255
0.0% of portfolio›$69.0K
City State Bank1,054
0.0% of portfolio›$58.0K
Community Financial Services Group, LLC1,024
0.0% of portfolio›$56.5K
Investors Research Corp954
0.0% of portfolio›$52.5K
Pinnacle Bancorp, Inc.950
0.0% of portfolio›$52.2K
SYM Financial Corp894
0.0% of portfolio›$49.2K
Hughes Financial Services, LLC693
0.0% of portfolio›$39.7K
Gleason Group, Inc.631
0.0% of portfolio›$34.7K
Highline Wealth Partners LLC498
0.0% of portfolio›$27.4K
IAG Wealth Partners, LLC456
0.0% of portfolio›$25.1K
Smallwood Wealth Investment Management, LLC448
0.0% of portfolio›$24.6K
Steph & Co446
0.0% of portfolio›$24.5K
Key Capital Management, Inc308
0.0% of portfolio›$16.9K
True Wealth Design, LLC286
0.0% of portfolio›$15.7K
Harbor Investment Advisory, LLC221
0.0% of portfolio›$12.2K
Montgomery Financial Services LLC196
0.0% of portfolio›$10.8K
Cranbrook Wealth Management, LLC179
0.0% of portfolio›$9.8K
Flagship Wealth Advisors, LLC165
0.0% of portfolio›$9.1K
Tsfg, LLC80
0.0% of portfolio›$4
Cornerstone National Bank & Trust Co77
0.0% of portfolio›$4.3K
Signature Equity Partners, LLC60
0.0% of portfolio›$3.3K
Cape Investment Advisory, Inc.53
0.0% of portfolio›$2.9K
Signature Resources Capital Management, LLC0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Savant Capital, LLC
15,301,838$841.6M2.4%IndexVery LowRockford, IL2026-11-06
Index Fund Advisors, Inc.
5,744,513$315.9M13.4%ETFVery LowIrvine, CA2026-11-05
Creative Planning
4,842,241$266.3M0.1%IndexVery LowOverland Park, KS2026-11-02
TCI Wealth Advisors, Inc.
3,927,882$216.0M8.7%ETFLowTucson, AZ2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,523,255$193.8M2.6%GrowthVery LowSeattle, WA2026-10-27
Plancorp, LLC
3,145,422$178.6M4.1%ETFLowSaint Louis, MO2026-11-03
Modera Wealth Management, LLC
2,236,663$123.0M1.3%ETFVery LowWestwood, NJ2026-10-28
Wealth Enhancement Advisory Services, LLC
1,982,111$110.3M0.2%CoreLowPlymouth, MN2026-10-13
Maseco LLP
1,918,321$105.5M2.9%ETFVery LowLondon, United Kingdom2026-10-27
Trust Co of the South
1,584,375$87.1M12.2%ETFLowGreensboro, NC2026-10-21
LPL Financial LLC
1,365,253$75.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Evanson Financial, LLC
1,284,768$70.7M3.5%ETFN/AMclean, VA2026-10-23
Choreo, LLC
1,276,737$70.2M0.7%IndexLowRockford, IL2026-10-28
Foster Group, Inc.
1,252,955$68.9M1.9%ETFVery LowUrbandale, IA2026-10-13
Forum Financial Management, LP
1,129,229$62.1M0.8%ETFLowLombard, IL2026-10-16
Allworth Financial LP
1,097,297$60.4M0.2%IndexLowFolsom, CA2026-11-06
Apella Capital, LLC
1,072,946$59.5M0.8%ETFVery LowWest Hartford, CT2026-10-08
Sachem Hill LLC
1,048,773$57.7M10.2%ETFVery LowDenver, CO2026-10-14
Willow Creek Wealth Management Inc.
1,017,695$56.0M3.7%ETFVery LowSebastopol, CA2026-10-26
Triune Financial Partners, LLC
988,686$54.4M11.1%ETFVery LowOverland Park, KS2026-11-03
Factor Wealth Management LTD
976,097$53.7M8.2%ETFLowChicago, IL2026-10-08
Verus Financial Partners, Inc.
908,811$50.0M4.2%ETFVery LowRichmond, VA2026-10-29
TFC Financial Management, Inc.
898,750$49.4M5.5%ETFVery LowBoston, MA2026-10-26
Porter White Investment Advisors, Inc.
888,084$48.8M30.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
888,084$48.8M30.3%ETFVery LowBirmingham, AL2026-10-14
Disciplined Equity Management, Inc.
839,738$46.2M20.3%ETFVery LowNeptune Beach, FL2026-10-14
Heritage Investment Group, Inc.
831,484$45.7M6.3%ETFVery LowPompano Beach, FL2026-11-03
Elser Financial Planning, Inc
824,754$45.4M2.0%GARPLowIndianapolis, IN2026-10-16
SAX Wealth Advisors, LLC
791,903$43.6M1.2%ETFVery LowParsippany, NJ2026-10-13
Guardian Wealth Management, LLC
771,090$42.4M12.0%ETFVery LowChattanooga, TN2026-10-14
Earned Wealth Advisors, LLC
769,046$42.3M2.6%ETFHighWalnut Creek, CA2026-11-06
Timonier Family Office, Ltd.
761,720$41.9M14.6%ETFVery LowWinston Salem, NC2026-11-03
Richard Young Associates, Ltd.
746,824$41.1M26.6%ETFVery LowAugusta, GA2026-11-03
Dixon Fnancial Services, Inc.
735,886$40.5M16.2%ETFVery LowLafayette, CA2026-10-23
Mission Wealth Management, LP
709,857$39.0M0.6%ETFLowSanta Barbara, CA2026-10-15
Aspiriant, LLC
709,563$39.0M1.0%ETFVery LowLos Angeles, CA2026-10-16
Wealth Management Nebraska
686,514$37.8M3.3%ETFLowNorfolk, NE2026-10-26
Heritage Wealth Management, Inc. s
681,065$37.5M14.0%ETFVery LowHouston, TX2026-11-06
Wealth Architects, LLC
678,878$37.3M2.9%ETFVery LowMountain View, CA2026-11-03
Tillman Hartley LLC
669,116$36.8M7.5%ETFLowOrlando, FL2026-11-06
McLean Asset Management Corp
590,142$32.8M4.4%ETFVery LowTysons, VA2026-11-06
Three Arch Wealth Management LLC
582,202$32.0M5.1%ETFVery LowIrvine, CA2026-10-20
Farther Finance Advisors, LLC
577,232$31.7M0.2%IndexLowSan Francisco, CA2026-10-08
RW Investment Management LLC
561,271$30.9M2.7%ETFLowEagle, ID2026-11-03
M Holdings Securities, Inc.
548,837$31.2K0.0%ETFHighPortland, OR2026-11-03
Meritas Wealth Management, LLC
546,637$30.1M10.8%ETFVery LowSan Rafael, CA2026-10-14
Commonwealth Equity Services, LLC
529,698$29.1M0.0%ETFLowWaltham, MA2026-11-02
ShankerValleau Wealth Advisors, Inc.
526,180$28.9M7.7%ETFVery LowSkokie, IL2026-10-16
Moisand Fitzgerald Tamayo, LLC
519,604$28.6M2.9%ETFVery LowOrlando, FL2026-10-15
Bayshore Asset Management, LLC
498,403$27.9M9.8%ETFVery LowCoral Gables, FL2026-11-03
Petersen Hastings Wealth Advisors Inc.
495,646$27.3M2.2%ETFLowKennewick, WA2026-10-27
1900 Wealth Management LLC
494,085$27.2M1.5%ETFLowSan Antonio, TX2026-10-13
Symmetry Partners, LLC
490,427$27.0M1.4%ETFLowGlastonbury, CT2026-10-27
Prudent Man Investment Management, Inc.
487,528$26.8M7.6%ETFVery LowLouisville, CO2026-11-03
RS Crum Inc.
475,361$26.1M4.9%ETFVery LowNewport Beach, CA2026-10-19
Mather Group, Llc.
466,740$25.7M0.2%ETFMediumChicago, IL2026-10-14
Legacy Financial Group, Inc.
449,526$24.7M5.6%ETFLowTulsa, OK2026-10-21
DiNuzzo Private Wealth, Inc.
446,378$24.6M2.4%ETFLowBeaver, PA2026-10-16
Baker Boyer National Bank
434,582$23.9M6.7%ETFVery LowWalla Walla, WA2026-11-05
Graves Light Lenhart Wealth, Inc.
425,611$23.4M2.2%ETFVery LowHarrisonburg, VA2026-10-09
Confluence Wealth Services, Inc.
391,017$21.5M0.6%ETFVery LowMcmurray, PA2026-11-05
McMill Wealth Management
346,762$19.1M4.3%Deep ValueHighNorfolk, NE2026-11-05
BIP Wealth, LLC
333,107$18.3M0.5%ETFMediumAtlanta, GA2026-10-22
Spire Wealth Management
328,499$18.1M0.6%GrowthMediumMclean, VA2026-10-30
Pillar Financial Advisors, LLC
327,842$18.0M9.9%ETFVery LowLouisville, KY2026-10-21
Austin Asset Management Co Inc
319,216$17.6M2.4%ETFVery LowAustin, TX2026-10-29
Juncture Wealth Strategies, LLC
318,553$17.5M4.5%ETFLowScottsdale, AZ2026-10-06
Navigoe, LLC
317,390$17.5M9.5%ETFVery LowRedondo Beach, CA2026-11-04
Financial Synergies Wealth Advisors, Inc.
314,129$17.3M1.4%ETFVery LowHouston, TX2026-10-16
Larson Financial Group LLC
310,039$17.1M0.4%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
293,468$16.1M0.5%ETFMediumEncinitas, CA2026-10-21
Squire Investment Management Company, LLC
292,278$16.1M3.8%ETFVery LowOrem, UT2026-11-03
New Dimensions Wealth Management, LLC
289,789$15.9M11.4%ETFVery LowAllen, TX2026-11-02
Diversified Portfolios, Inc.
288,218$15.9M1.1%ETFLowBloomfield Hills, MI2026-11-04
Dynamic Advisor Solutions LLC
287,152$15.8M0.4%ETFLowPhoenix, AZ2026-10-13
Investmark Advisory Group LLC
281,900$15.5M5.0%ETFVery LowShelton, CT2026-10-27
Altiora Financial Group, LLC
277,169$15.2M2.5%ETFLowLebanon, OH2026-11-04
Sterling Wealth Management, Inc.
273,661$15.1M3.9%ETFLowChampaign, IL2026-10-23
Frankly Finances, LLC
269,528$14.8M11.6%ETFVery LowWinter Park, FL2026-10-28
Andrews, Lucia Wealth Management LLC
266,751$14.7M8.1%ETFVery LowDanville, CA2026-11-02
Burk Holdings LLC
253,371$13.9M4.8%ETFVery LowTulsa, OK2026-11-05
Kestra Advisory Services, LLC
251,489$13.8M0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
247,855$13.6M0.1%IndexLowNew York, NY2026-10-29
Lauterbach Financial Advisors, LLC
246,552$13.6M5.8%ETFVery LowEl Paso, TX2026-10-21
Vestia Personal Wealth Advisors
240,195$13.2M5.0%ETFMediumFort Wayne, IN2026-10-20
Compound Planning, Inc.
228,079$12.5M0.3%CoreLowNew York, NY2026-11-05
RTD Financial Advisors, Inc.
216,414$11.9M1.3%ETFLowPhiladelphia, PA2026-10-09
Capstone Wealth Management, LLC
209,433$11.5M5.3%ETFLowTuscaloosa, AL2026-11-02
Versant Capital Management, Inc
203,873$11.2M1.0%GARPLowPhoenix, AZ2026-10-02
JDH Wealth Management, LLC
202,392$11.1M6.7%ETFVery LowSanta Rosa, CA2026-10-20
RF&L Wealth Management, LLC
197,810$10.9M7.3%ETFVery LowActon, MA2026-10-20
Level Financial Advisors
188,163$10.3M2.3%ETFLowEast Amherst, NY2026-10-13
Werba Rubin Papier Wealth Management
182,318$10.0M1.2%ETFLowSan Jose, CA2026-11-06
Greenspring Advisors, LLC
179,624$9.9M0.4%ETFVery LowTowson, MD2026-11-05
Peirce Capital Management, LLC
174,341$9.6M3.5%ETFLowThe Woodlands, TX2026-10-19
Merit Financial Group, LLC
173,840$9.6M0.1%ETFLowAlpharetta, GA2026-11-06
Financial Harvest, LLC
170,867$9.4M4.4%ETFVery LowWinter Park, FL2026-10-15
Belleair Asset Management, LLC
168,153$9.2M7.8%ETFVery LowBelleair Bluffs, FL2026-11-03
TruNorth Capital Management, LLC
162,880$9.0M1.4%ETFLowKalamazoo, MI2026-10-14
Ariadne Wealth Management, LP
160,765$8.8M3.9%CoreLowSanta Barbara, CA2026-11-06
Baker Tilly Wealth Management, LLC
160,433$8.8M1.7%GrowthLowMadison, WI2026-10-05
Truist Financial Corp
160,001$8.8M0.0%CoreLowCharlotte, NC2026-10-30
Sprinkle Financial Consultants LLC
156,958$8.6M3.4%ETFLowLittleton, CO2026-10-09
Weinberger Asset Management, Inc
153,798$8.5M2.7%ETFVery LowLos Angeles, CA2026-10-28
Woodward Financial Advisors, Inc.
152,071$8.4M3.3%ETFVery LowChapel Hill, NC2026-10-19
Lutz Financial Services LLC
146,970$8.1M0.5%ETFVery LowOmaha, NE2026-11-06
Kondo Wealth Advisors, Inc.
138,842$7.6M2.5%ETFVery LowPasadena, CA2026-10-19
First National Bank Sioux Falls
136,544$7.5M2.3%ETFVery LowSioux Falls, SD2026-10-13
Northwest Wealth Management, LLC
136,355$7.5M1.0%ETFLowSpencer, IA2026-10-30
Addison Advisors LLC
133,923$7.4M3.4%ETFLowMiddlebury, VT2026-11-06
Kooman & Associates
131,212$7.2M1.9%ETFLowAltoona, PA2026-10-21
Abacus Wealth Partners, LLC
131,035$7.2M0.8%ETFLowSanta Monica, CA2026-11-03
HUB Investment Partners, LLC
129,590$7.1M0.1%GrowthLowAustin, TX2026-11-03
Cherry Tree Wealth Management, LLC
128,649$7.1M1.3%ETFVery LowMinnetonka, MN2026-10-15
JFS Wealth Advisors, LLC
128,368$7.1M0.4%ETFVery LowHermitage, PA2026-11-03
EnRich Financial Partners LLC
127,977$7.0M1.7%ETFVery LowMadison, WI2026-10-21
Builder Investment Group Inc
127,393$7.0M1.4%GrowthVery LowAtlanta, GA2026-10-22
LAM Group, Inc.
127,179$7.0M3.5%ETFVery LowLake Oswego, OR2026-10-26
GEM Asset Management, LLC
125,158$6.9M2.7%ETFLowPlymouth, MI2026-10-13
Cambridge Investment Research Advisors, Inc.
124,007$6.8M0.0%ETFLowFairfield, IA2026-11-02
Shearwater Capital LLC
122,194$6.7M3.2%ETFVery LowDenver, CO2026-10-13
Gradient Capital Advisors, LLC
121,587$6.7M1.5%ETFLowSan Diego, CA2026-10-21
Visionary Wealth Advisors
120,401$6.6M0.3%ETFLowO'Fallon, IL2026-11-04
EverSource Wealth Advisors, LLC
119,303$6.6M0.2%CoreMediumBirmingham, AL2026-11-04
PFG Advisors
116,654$6.4M0.3%ETFMediumPhoenix, AZ2026-10-16
Forteris Wealth Management Inc.
114,954$6.3M5.2%ETFVery LowArmonk, NY2026-10-13
AG Asset Advisory, LLC
112,791$6.2M4.5%CoreVery LowLos Angeles, CA2026-11-06
Simplicity Wealth,LLC
112,204$6.2M0.2%ETFLowSummit, NJ2026-10-23
Colorado Capital Management, Inc.
111,202$6.1M5.4%ETFVery LowBoulder, CO2026-10-15
Evensky & Katz LLC
107,381$5.9M0.8%ETFVery LowCoral Gables, FL2026-10-27
US Bancorp \de\
103,367$5.7M0.0%IndexLowMinneapolis, MN2026-11-05
Cogent Strategic Wealth LLC
103,261$5.7M5.4%ETFLowChicago, IL2026-10-22
Vannoy Advisory Group, Inc.
100,205$5.5M3.2%ETFVery LowAustin, TX2026-10-13
Indivisible Partners
99,640$5.5M0.3%GrowthMediumClearwater, FL2026-10-26
Joel Isaacson & Co., LLC
99,486$5.5M0.2%ETFVery LowNew York, NY2026-11-05
55 North Private Wealth, LLC
98,974$5.4M1.0%ETFLowWinter Park, FL2026-10-20
SwitchPoint Financial Planning, LLC
96,902$5.3M3.0%ETFVery LowLehi, UT2026-11-02
Summit Financial Strategies, Inc.
93,272$5.1M0.4%ETFLowColumbus, OH2026-10-14
Verdence Capital Advisors LLC
90,687$5.0M0.2%CoreMediumHunt Valley, MD2026-10-26
HMV Wealth Advisors, LLC
88,991$4.9M1.9%ETFVery LowShreveport, LA2026-10-27
Pacific Asset Management, LLC
84,977$4.7M2.3%ETFVery LowGig Harbor, WA2026-10-15
Intelligent Financial Strategies
83,718$4.6M2.2%ETFVery LowExcelsior, MN2026-10-16
Virtue Asset Management LLC
76,969$4.2M2.9%CoreLowBarrington, IL2026-10-21
BluePrint Investing LLC
76,863$4.2M3.3%ETFLowSan Francisco, CA2026-10-14
Washington Trust Co
75,104$4.1M0.1%GrowthVery LowWesterly, RI2026-10-22
Prospera Financial Services Inc
72,051$4.1M0.1%CoreMediumDallas, TX2026-11-04
Regions Financial Corp
71,334$3.9M0.0%CoreLowBirmingham, AL2026-11-05
Capital Investment Advisory Services, LLC
69,652$3.8M0.2%CoreMediumRaleigh, NC2026-10-30
Wealth Advisors Northwest LLC
68,633$3.8M1.3%ETFLowPortland, OR2026-10-29
Embree Financial Group
66,604$3.7M0.4%ETFLowChicago, IL2026-10-22
Glass Jacobson Investment Advisors llc
66,568$3.7M1.1%ETFLowOwings Mills, MD2026-10-26
Clearstead Advisors, LLC
66,180$3.6M0.0%ETFLowCleveland, OH2026-11-06
Wolfstich Capital, LLC
64,984$3.6M2.9%ETFMediumMedfield, MA2026-10-14
Woodside Wealth Management LLC
62,078$3.4M2.3%ETFVery LowFramingham, MA2026-10-16
Clarity Capital Advisors, LLC
61,458$3.4M1.4%ETFVery LowLakewood Ranch, FL2026-10-27
Melfa Wealth Management, Inc.
59,358$3.3M1.8%YieldLowWestborough, MA2026-11-06
Triumph Capital Management
59,209$3.3M0.6%ETFMediumDenver, CO2026-10-14
Robertson Stephens Wealth Management, LLC
58,810$3.2M0.1%ETFMediumSan Francisco, CA2026-10-16
Navigate Wealth Management, LLC
58,329$3.3M2.0%ETFLowBirmingham, AL2026-10-14
Clark Asset Management, LLC
58,170$3.2M0.2%ETFVery LowStratham, NH2026-10-19
Central Trust Co
57,151$3.1M0.1%CoreLowJefferson City, MO2026-11-05
Cypress Wealth Services, LLC
56,001$3.1M0.4%ETFLowPalm Desert, CA2026-10-21
Fonville Wealth Management LLC
55,442$3.0M0.5%ETFVery LowRichmond, VA2026-10-28
Quantum Financial Advisors, LLC
55,061$3.0M0.3%ETFLowSanta Monica, CA2026-11-03
Foundation Wealth Management, Llc\pa
52,995$2.9M1.0%ETFLowMedia, PA2026-10-14
Family CFO Inc
52,975$2.9M1.1%ETFLowLos Altos, CA2026-10-30
PNC Financial Services Group, Inc.
52,750$2.9M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Warwick Investment Management, Inc.
51,910$2.9M0.3%ETFLowBryan, TX2026-10-19
Chicago Partners Investment Group LLC
51,337$2.9M0.1%GARPLowChicago, IL2026-10-27
Bank of New York Mellon Corp
50,696$2.8M0.0%CoreLowNew York, NY2026-11-05
Nicholas Hoffman & Company, Llc.
50,464$2.8M0.1%ETFVery LowAtlanta, GA2026-10-30
Trace Wealth Advisors, LLC
46,965$2.6M1.9%ETFVery LowLos Angeles, CA2026-10-30
25 LLC
46,599$2.6M0.7%ETFLowSt. Louis, MO2026-10-13
Tred Avon Family Wealth, LLC
45,800$2.5M0.8%CoreLowEaston, MD2026-10-20
Kane Co Wealth Management, Inc.
45,063$2.5M2.0%ETFVery LowJohnston, IA2026-11-04
Stone Summit Wealth LLC
44,265$2.4M0.7%ETFLowMiami, FL2026-10-14
Tarbox Family Office, Inc.
41,863$2.3M0.3%ETFVery LowNewport Beach, CA2026-10-23
Valued Wealth Advisors LLC
40,833$2.2M0.8%IndexVery LowHolladay, UT2026-11-05
Samalin Investment Counsel, LLC
40,698$2.2M0.7%YieldMediumChappaqua, NY2026-10-23
Poinciana Advisors Group, LLC
40,648$2.5M1.8%ETFMediumPalm Beach Gardens, FL2026-11-06
IFG Advisors, LLC
40,523$2.2M0.3%ETFVery LowSt. Louis, MO2026-10-15
Diversify Wealth Management, LLC
39,150$2.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
39,150$2.2M0.0%GrowthLowSandy, UT2026-10-20
Aurelius Family Office LLC
38,740$2.1M0.8%ETFVery LowBedford, NH2026-10-23
CFS Investment Advisory Services, LLC
37,606$2.1M0.1%ETFMediumTotowa, NJ2026-10-19
Websterrogers Financial Advisors, LLC
37,347$2.1M0.5%ETFVery LowFlorence, SC2026-11-02
Matauro, LLC
37,278$2.1M0.3%ETFLowNew York, NY2026-11-03
Kavar Capital Partners Group, LLC
36,840$2.0M0.2%CoreLowLeawood, KS2026-11-06
Parkside Financial Bank & Trust
35,311$1.9M0.1%CoreVery LowSaint Louis, MO2026-10-27
Valeo Financial Advisors, LLC
35,291$1.9M0.0%ETFLowCarmel, IN2026-10-08
IFP Advisors, Inc
34,044$1.9M0.0%GrowthLowTampa, FL2026-10-16
Beacon Financial Advisory LLC
33,495$1.8M0.3%ETFLowCleveland, OH2026-10-16
Quadcap Wealth Management, LLC
32,970$1.8M0.2%ETFLowFrisco, TX2026-11-02
Prime Capital Investment Advisors, LLC
32,915$1.8M0.0%ETFLowOverland Park, KS2026-10-20
Aspen Wealth Management LLC
32,755$1.8M0.3%ETFLowFort Worth, TX2026-10-14
XY Planning Network, Inc.
32,357$1.8M0.2%ETFLowBozeman, MT2026-10-14
Klingman & Associates, LLC
32,275$1.8M0.1%ETFVery LowNew York, NY2026-10-20
Busey Bank
31,112$1.7M0.0%GrowthVery LowUrbana, IL2026-10-26
Cogent Private Wealth, Inc.
30,624$1.7M1.0%ETFMediumOrlando, FL2026-11-06
ARK & TLK Investments, LLC
30,412$1.7M0.4%ETFLowOklahoma City, OK2026-10-20
Verus Wealth Management, LLC
29,727$1.6M1.0%ETFLowDe Pere, WI2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
29,023$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
RAM Investment Partners, LLC
27,706$1.5M0.2%ETFLowBellevue, WA2026-10-21
First National Bank of Mount Dora, Trust Investment Services
27,449$1.5M0.3%CoreMediumMount Dora, FL2026-10-21
SJS Investment Consulting Inc.
27,151$1.5M0.2%ETFVery LowSylvania, OH2026-10-26
Oath Planning, LLC
27,129$1.5M1.0%ETFVery LowTulsa, OK2026-10-20
New England Private Wealth Advisors LLC
26,829$1.5M0.1%ETFVery LowWellesley, MA2026-10-19
Garde Capital, Inc.
26,598$1.5M0.1%ETFLowSeattle, WA2026-10-29
Fifth Third Bancorp
26,407$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
M Wealth Management, LLC
26,224$1.4M1.1%ETFVery LowSan Diego, CA2026-10-14
Pictet North America Advisors SA
25,825$1.4M0.1%GARPMediumGeneva 73, Switzerland2026-10-21
Bannerman Wealth Management Group, LLC
25,514$1.4M0.8%ETFVery LowLewisville, TX2026-10-09
Financial Council, LLC
24,585$1.4M0.4%ETFVery LowTowson, MD2026-11-02
Kathmere Capital Management, LLC
24,095$1.3M0.1%ETFLowWayne, PA2026-10-20
Phillips Financial Management, LLC
23,936$1.3M0.1%ETFVery LowFort Wayne, IN2026-10-19
Midwest Trust Co
23,318$1.3M0.0%CoreLowOverland Park, KS2026-10-22
Integrated Advisors Network LLC
23,264$1.3M0.1%GrowthMediumDallas, TX2026-10-20
Parallel Advisors, LLC
23,247$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Mustard Seed Financial, LLC
22,499$1.2M0.6%ETFLowMagnolia, AR2026-10-30
Fulcrum Equity Management
22,390$1.2M1.0%GrowthHighPlano, TX2026-10-21
Wealthcare Advisory Partners LLC
22,355$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Parkside Investments, LLC
22,018$1.2M0.1%ETFLowDeerfield, IL2026-10-20
Allegiance Financial Group Advisory Services LLC
22,001$1.2M0.2%ETFLowVienna, VA2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
21,902$1.2M0.9%ETFVery LowLynchburg, VA2026-10-27
Plante Moran Financial Advisors, LLC
21,496$1.2M0.1%ETFVery LowSouthfield, MI2026-11-04
KDK Private Wealth Management, LLC
21,488$1.2M0.9%ETFVery LowHouston, TX2026-11-03
MBM Wealth Consultants, LLC
21,375$1.2M0.2%ETFVery LowChesterfield, MO2026-10-20
Signaturefd, LLC
20,866$1.1M0.0%IndexLowAtlanta, GA2026-10-23
Powerhouse Assets LLC
20,804$1.1M0.9%ETFVery LowLincoln, MA2026-10-19
Prism Planning Partners LLC
20,723$1.1M1.1%ETFVery LowLibertyville, IL2026-10-27
Keybank National Association
20,232$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Facet Wealth, Inc.
20,185$1.1M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Silver Oak Advisory Group, Inc.
20,054$1.1M0.4%ETFVery LowPortland, OR2026-11-06
Apollon Wealth Management, LLC
19,577$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealth Enhancement Trust Services, Inc.
19,548$1.1M0.1%GrowthMediumSioux Falls, SD2026-10-07
Concurrent Investment Advisors, LLC
19,435$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Balboa Wealth Partners
19,206$1.1M0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
CRA Financial Services, LLC
19,190$1.1M0.1%ETFVery LowNorthfield, NJ2026-10-16
Amarillo National Bank
19,084$1.0M0.2%ETFVery LowAmarillo, TX2026-10-23
Avantax Planning Partners, Inc.
18,967$1.0M0.0%ETFLowDubuque, IA2026-11-03
D.A. Davidson & Co.
18,793$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Smith Chas P & Associates PA Cpas
18,697$1.0M0.1%CoreVery LowLakeland, FL2026-10-22
Professional Financial Advisors, LLC
18,671$1.0M0.2%ETFMediumNorth Platte, NE2026-10-13
Northwest Wealth Advisors, LLC
18,305$1.0M0.5%ETFVery LowBellingham, WA2026-11-02
BetterWealth, LLC
18,261$1.0M0.2%ETFVery LowSan Jose, CA2026-10-15
MGO One Seven LLC
18,228$1.0M0.0%GrowthLowBeachwood, OH2026-10-28
Accredited Investor Services, LLC
18,094$995.2K0.6%ETFVery LowSt. Cloud, MN2026-10-22
tru Independence LLC
18,000$990.0K0.4%ETFLowPortland, OR2026-10-20
Arbor Wealth Advisors LLC
17,986$989.2K0.6%ETFVery LowTroy, MI2026-10-09
Marietta Wealth Management, LLC
17,675$985.4K0.1%GrowthLowMarietta, GA2026-10-22
Vista Capital Partners, Inc.
17,617$968.9K0.1%Deep ValueVery LowPortland, OR2026-11-06
Falcon Wealth Planning
17,426$958.4K0.1%ETFVery LowOntario, CA2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
17,285$950.7K0.1%YieldLowNew York, NY2026-10-21
Cathy Pareto & Associates, Inc
17,109$941.0K0.5%ETFLowCoral Gables, FL2026-10-15
Aerodigm Wealth, LLC
16,821$925.2K0.3%ETFLowLake Oswego, OR2026-10-16
Renasant Bank
16,764$922.0K0.6%CoreMediumTupelo, MS2026-11-05
PDS Planning, Inc
16,718$919.5K0.1%IndexVery LowDublin, OH2026-11-03
Narus Financial Partners, LLC
16,671$916.9K0.2%ValueLowSalt Lake City, UT2026-10-19
Key FInancial Inc
16,635$914.9K0.1%ETFLowWest Chester, PA2026-11-02
Perigon Wealth Management, LLC
16,454$905.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Park Avenue Securities LLC
16,333$898.0K0.0%ETFMediumNew York, NY2026-10-26
Capital Investment Advisors, LLC
16,314$897.3K0.0%CoreLowAtlanta, GA2026-10-22
Voisard Asset Management Group, Inc.
16,187$890.3K0.2%ETFLowGrand Rapids, MI2026-10-13
VestGen Advisors, LLC
16,113$886.2K0.0%GrowthMediumChicago, IL2026-10-27
Ferguson Wellman Capital Management, Inc
16,093$885.1K0.0%CoreLowPortland, OR2026-10-05
Krilogy Financial LLC
15,758$881.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Summit Wealth Group LLC / Co
15,607$858.4K0.1%ETFHighColorado Springs, CO2026-10-29
Babb Wealth Advisors LLC
15,599$858.0K0.4%ETFVery LowFlagstaff, AZ2026-10-30
Prairie Advisory, LLC
15,478$851.3K0.1%ETFN/ALeawood, KS2026-10-19
WestHill Financial Advisors, Inc.
15,411$847.6K0.1%ETFVery LowSan Rafael, CA2026-10-14
Mesirow Financial Investment Management, Inc.
15,033$826.8K0.0%CoreLowChicago, IL2026-11-05
AWM Capital, LLC
14,998$824.9K0.1%ETFLowPhoenix, AZ2026-10-16
Kaufman Rossin Wealth, LLC
14,946$822.1K0.3%ETFLowMiami, FL2026-10-19
GenTrust, LLC
14,422$793.2K0.0%ETFLowMiami, FL2026-11-06
Bailard, Inc.
14,395$791.7K0.0%GrowthMediumFoster City, CA2026-10-13
Lido Advisors, LLC
14,148$778.2K0.0%GrowthLowLos Angeles, CA2026-11-04
D'Orazio & Associates, Inc.
14,143$777.9K0.1%ETFLowVienna, VA2026-11-04
Shore Point Advisors, LLC
14,120$776.6K0.2%ETFLowBrielle, NJ2026-10-14
Owl Creek Wealth Partners LLC
14,048$772.6K0.2%IndexLowGreenwood Village, CO2026-10-20
Rossby Financial, LCC
14,005$770.3K0.1%ETFMediumMelbourne, FL2026-11-05
Collective Family Office LLC
13,867$762.7K0.2%ETFLowYork, PA2026-10-05
West Wealth Group, LLC
13,807$759.4K0.1%ETFMediumIrvine, CA2026-10-14
CWA Asset Management Group, LLC
13,503$742.7K0.0%CoreMediumNaples, FL2026-10-19
Money Concepts Capital Corp
13,418$738.0K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Oakworth Capital, Inc.
13,401$737.1K0.0%ETFLowBirmingham, AL2026-10-26
Oppenheimer & Co Inc
13,386$736.2K0.0%CoreLowNew York, NY2026-10-26
Center for Financial Planning, Inc.
13,216$726.9K0.1%ETFLowSouthfied, MI2026-10-26
WoodTrust Financial Corp
13,215$727.0K0.3%CoreLowWisconsin Rapids, WI2026-10-09
McGrath & Associates, Inc.
13,188$725.3K0.8%ETFMediumAsheville, NC2026-10-27
FSM Wealth Advisors, LLC
12,929$719.7K0.1%ETFLowCleveland, OH2026-10-27
HBE Wealth Management, LLC
12,761$701.9K0.5%ETFVery LowLincoln, NE2026-11-06
Williams & Novak Wealth Management, LLC
12,608$693.4K0.4%ETFMediumWestlake Village, CA2026-10-09
Robinswood Financial LLC
12,472$698.3K0.2%ETFVery LowKirkland, WA2026-10-20
MBL Wealth, LLC
12,138$667.6K0.0%ETFLowCharlotte, NC2026-10-22
Wedmont Private Capital
11,971$666.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Elevate Wealth Advisory, Inc
11,891$654.0K0.3%ETFVery LowAthens, GA2026-10-29
Basso Capital Management, L.P.
11,800$649.0K0.1%ETFMediumStamford, CT2026-10-30
Brighton Jones LLC
11,796$648.8K0.0%CoreVery LowSeattle, WA2026-11-03
Quadrant Capital Group LLC
11,403$637.5K0.0%CoreLowCincinnati, OH2026-10-20
Bryn Mawr Trust Advisors, LLC
11,324$622.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Naples Global Advisors, LLC
11,320$622.6K0.0%CoreVery LowNaples, FL2026-11-05
Washington Trust Advisors, Inc.
11,256$619.1K0.0%GrowthLowWellesley, MA2026-10-22
Wilmington Savings Fund Society, FSB
11,207$616.4K0.0%CoreLowWilmington, DE2026-10-23
Private Trust Co NA
11,074$609.1K0.0%CoreLowCleveland, OH2026-10-20
Ascent Group, LLC
10,849$596.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Liberty Capital Management, Inc.
10,742$590.8K0.1%CoreVery LowBirmingham, MI2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
10,672$602.8K0.2%ETFLowThe Woodlands, TX2026-10-21
One Way Holdings LLC
10,652$585.9K0.0%CoreMediumFlower Mound, TX2026-10-29
Steele Capital Management, Inc.
10,564$581.0K0.0%ETFVery LowDubuque, IA2026-11-02
Badgley Phelps Wealth Managers, LLC
10,430$573.7K0.0%GrowthVery LowSeattle, WA2026-10-22
Cross Staff Investments Inc
10,391$571.5K0.3%CoreVery LowPittsford, NY2026-10-22
Ashton Thomas Private Wealth, LLC
10,255$564.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Americana Partners, LLC
10,223$562.3K0.0%CoreMediumHouston, TX2026-10-28
Towneley Capital Management, Inc / de
10,158$558.7K0.1%ETFVery LowLaguna Hills, CA2026-10-09
Compass Wealth Management, LLC
10,089$554.9K0.2%ETFMediumAtlanta, GA2026-10-30
Integrity Investment Advisors, LLC
10,038$552.1K0.2%ETFMediumFort Collins, CO2026-11-03
Tufton Capital Management
9,937$546.0K0.2%CoreVery LowHunt Valley, MD2026-10-20
Everest Financial Group LLC
9,875$543.1K0.1%GrowthVery LowMinneapolis, MN2026-11-06
RFG Advisory, LLC
9,749$536.2K0.0%ETFMediumBirmingham, AL2026-11-03
Accredited Investors Inc.
9,623$529.3K0.0%ETFLowEdina, MN2026-11-03
Approach Retirement Advisors, LLC
9,430$518.7K0.4%ETFLowVestavia, AL2026-10-22
Gradient Investments LLC
9,427$518.5K0.0%CoreMediumArden Hills, MN2026-10-08
Avant Financial Advisors LLC
9,363$515.0K0.3%ETFVery LowAustin, TX2026-11-02
Signal Advisors Wealth, LLC
9,333$513.3K0.0%ETFLowDetroit, MI2026-10-13
Quad-Cities Investment Group, LLC
9,292$511.1K0.2%CoreLowDavenport, IA2026-10-16
Mullaney, Keating & Wright, Inc.
9,210$506.6K0.2%GrowthVery LowMiddletown, CT2026-10-19
Summit Asset Management, LLC
9,170$504.3K0.1%ETFLowMemphis, TN2026-11-05
Destiny Wealth Partners, LLC
9,077$515.6K0.1%ETFMediumTavares, FL2026-11-05
Ironwood Financial, llc
9,070$498.9K0.1%ETFLowTucson, AZ2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
9,070$498.9K0.0%ETFMediumWestlake, OH2026-10-14
Live Oak Private Wealth LLC
8,962$492.9K0.1%ValueLowWilmington, NC2026-11-02
Third View Private Wealth, LLC
8,864$487.5K0.1%GrowthLowWestport, CT2026-10-30
Angeles Wealth Management, LLC
8,838$486.1K0.0%ETFLowSanta Monica, CA2026-10-26
Goldstein Advisors, LLC
8,819$485.0K0.0%ETFMediumMadison, WI2026-10-15
Prudent Investor Advisors, LLC
8,795$483.7K0.4%ETFN/AFolsom, CA2026-10-22
Brookstone Capital Management
8,794$483.7K0.0%ETFMediumWheaton, IL2026-10-22
Gerber Kawasaki Wealth & Investment Management
8,794$483.7K0.0%ETFLowSanta Monica, CA2026-10-29
Sensible Money, LLC
8,563$471.0K0.1%ETFVery LowScottsdale, AZ2026-10-20
Newton One Investments LLC
8,506$467.8K0.1%ETFVery LowNewark, DE2026-10-14
Warburton Capital Management, LLC
8,459$478.9K0.2%ETFVery LowTulsa, OK2026-11-06
Physician Wealth Solutions Inc.
8,307$456.9K0.2%ETFLowNorth Las Vegas, NV2026-10-14
Assetmark, Inc
8,299$456.5K0.0%ETFLowConcord, CA2026-10-21
Venture Visionary Partners LLC
8,294$456.2K0.0%CoreLowSylvania, OH2026-10-07
Compass Ion Advisors, LLC
8,219$452.0K0.0%ETFVery LowConshohocken, PA2026-10-23
Monument Group Wealth Advisors, LLC
8,213$451.7K0.2%ETFHighConcord, MA2026-10-21
Montz Harcus Wealth Management LLC
8,135$447.4K0.2%ETFVery LowNew Orleans, LA2026-10-09
Rockwood Wealth Management, LLC
8,122$446.7K0.0%ETFVery LowNew Hope, PA2026-10-27
Optima Capital LLC
7,912$435.2K0.2%ETFHighPortland, OR2026-10-29
Bull Oak Capital, LLC
7,864$432.5K0.1%ETFVery LowRancho Santa Fe, CA2026-10-23
Ridgewood Investments LLC
7,855$432.0K0.2%ValueMediumSpringfield, NJ2026-10-05
Ritholtz Wealth Management
7,730$425.2K0.0%IndexLowNew York, NY2026-11-05
Leeward Financial Partners, LLC
7,670$421.9K0.1%GrowthMediumBellevue, WA2026-10-23
Aviance Capital Partners, LLC
7,562$415.9K0.0%CoreLowNaples, FL2026-10-29
Aspirean Wealth, LLC
7,504$412.8K0.4%ETFN/AMill Valley, CA2026-11-03
Institute for Wealth Management, Llc.
7,491$412.0K0.0%GrowthLowDenver, CO2026-11-06
LVM Capital Management LTD
7,391$406.5K0.0%GrowthLowPortage, MI2026-10-20
Donalies Financial Planning, LLC
7,387$406.3K0.3%ETFVery LowWashington, DC2026-10-19
Smith Salley Wealth Management
7,344$403.9K0.0%GrowthLowGreensboro, NC2026-11-03
Bokf, NA
7,086$389.7K0.0%CoreLowTulsa, OK2026-10-27
Forvis Mazars Wealth Advisors, LLC
6,999$384.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Marble Harbor Investment Counsel, LLC
6,983$384.1K0.0%CoreVery LowBoston, MA2026-11-06
Private Wealth Management Group, LLC
6,830$375.7K0.1%ETFLowPrinceton, NJ2026-10-19
Evergreen Capital Management LLC
6,809$374.5K0.0%GARPMediumBellevue, WA2026-10-23
Caldwell Trust Co
6,770$372.4K0.0%GrowthLowVenice, FL2026-10-30
UMB Bank, n.a.
6,760$371.8K0.0%CoreLowKansas City, MO2026-11-06
Maryland Capital Advisors Inc.
6,714$369.3K0.1%ETFVery LowChester, MD2026-10-15
Ferguson Johnson Wealth Management Inc
6,695$368.2K0.3%ETFVery LowRockville, MD2026-11-05
Washington Trust Bank
6,686$367.7K0.0%CoreLowSpokane, WA2026-11-03
Waterfront Wealth Inc.
6,682$376.8K0.1%ValueLowOverland Park, KS2026-11-03
High Probability Advisors, LLC
6,646$365.5K0.0%ETFVery LowPittsford, NY2026-10-19
Grey Ledge Advisors, LLC
6,646$365.5K0.1%CoreLowGuilford, CT2026-11-02
Daytona Street Capital LLC
6,644$369.8K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Grandfield & Dodd, LLC
6,583$362.1K0.0%CoreVery LowNew York, NY2026-10-29
Independent Financial Group, LLC
6,565$361.1K0.0%GrowthLowSan Diego, CA2026-10-13
Grove Street Fiduciary, LLC
6,544$359.9K0.2%ETFVery LowPeterborough, NH2026-10-13
TrustWell Financial Advisors, LLC
6,469$355.8K0.3%ETFMediumJacksonville, FL2026-10-15
AlphaCore Capital LLC
6,442$354.3K0.0%ETFLowLa Jolla, CA2026-11-04
Lockerman Financial Group, Inc.
6,433$353.8K0.5%ETFMediumNewport Beach, CA2026-10-19
Bdfs Capital LLC
6,374$350.6K0.2%ETFLowRehoboth Beach, DE2026-10-14
Acorn Financial Advisory Services Inc
6,374$350.6K0.0%ETFMediumReston, VA2026-11-02
Fiduciary Family Office, LLC
6,366$350.1K0.1%GrowthLowBoca Raton, FL2026-11-04
Gordian Advisors LLC
6,318$347.5K0.2%ETFVery LowTucson, AZ2026-10-30
RKL Wealth Management LLC
6,288$345.8K0.0%ETFVery LowLancaster, PA2026-10-16
Orgel Wealth Management, LLC
6,283$345.6K0.0%ETFMediumAltoona, WI2026-10-14
Essential Planning, Llc.
6,218$342.0K0.1%ETFLowPortsmouth, NH2026-10-21
Cyndeo Wealth Partners, LLC
6,100$335.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Purkiss Capital Advisors LLC
6,076$334.2K0.1%CoreLowRidgefield, CT2026-11-06
Stonebridge Financial Group, LLC
5,954$327.5K0.0%ETFMediumWormleysburg, PA2026-10-01
Level Four Advisory Services, LLC
5,952$327.4K0.0%CoreLowDallas, TX2026-11-06
Rise Advisors, LLC
5,913$325.2K0.1%ETFMediumRochester, NY2026-10-16
BOS Asset Management, LLC
5,881$323.5K0.1%ETFLowSpringfield, IL2026-10-09
SevenBridge Financial Group, LLC
5,877$331.9K0.0%CoreLowHarrisburg, PA2026-10-26
First Bancorp, Inc
5,844$321.4K0.1%ValueVery LowDamariscotta, ME2026-10-26
Old Peak Finance LLC
5,822$320.2K0.1%ETFVery LowChapel Hill, NC2026-11-02
NTV Asset Management LLC
5,708$313.9K0.0%GrowthLowCharleston, WV2026-10-23
Well Done, LLC
5,684$312.6K0.0%ETFLowHolland, MI2026-10-20
Lantz Financial LLC
5,656$311.1K0.1%ETFLowNaperville, IL2026-10-15
Kelly Financial Group LLC
5,631$309.7K0.1%ETFLowWethersfield, CT2026-10-16
Legacy Advisors, LLC
5,609$308.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Everhart Financial Group, Inc.
5,515$303.3K0.0%ETFLowDublin, OH2026-10-08
StoneX Group Inc.
5,465$305.0K0.0%ETFMediumNew York, NY2026-11-03
Ascentis Independent Advisors
5,460$300.3K0.0%ETFLowDallas, TX2026-11-03
Norden Group LLC
5,451$299.8K0.0%GrowthMediumProvo, UT2026-10-20
McCarley & Cook Financial Planners
5,332$293.2K0.2%ETFLowCincinnati, OH2026-10-21
Private Management Group Inc
5,325$292.9K0.0%YieldLowIrvine, CA2026-11-04
Bell Bank
5,306$291.8K0.0%ETFLowFargo, ND2026-10-21
Grimes & Co Wealth Management, LLC
5,285$290.7K0.0%CoreLowWestborough, MA2026-10-29
SBK Financial, Inc.
5,188$285.3K0.1%N/AN/ARichmond, VA2026-11-02
Gamma Investing LLC
5,025$276.4K0.0%IndexVery LowFoster City, CA2026-10-08
One Degree Advisors Inc
5,017$279.9K0.1%ETFLowSan Diego, CA2026-11-06
Grey Fox Wealth Advisors, LLC
4,962$272.9K0.0%ETFLowRockland, DE2026-11-03
Murphy Pohlad Asset Management LLC
4,920$270.6K0.1%ValueLowEden Prairie, MN2026-10-22
Financial Insights, Inc.
4,852$266.9K0.1%ETFLowTacoma, WA2026-10-27
Carnegie Investment Counsel
4,764$262.0K0.0%CoreLowPepper Pike, OH2026-10-20
Crescent Grove Advisors, LLC
4,682$257.5K0.0%ETFLowLake Forest, IL2026-10-21
HB Wealth Management, LLC
4,596$252.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Guidance Point Advisors, LLC
4,569$251.3K0.1%ETFVery LowWellesley, MA2026-10-15
BankChampaign, National Association
4,549$250.2K0.2%GrowthMediumChampaign, IL2026-10-19
Lauer Wealth, LLC
4,500$250.5K0.2%ETFMediumValparaiso, IN2026-10-13
Heritage Wealth Management, Inc.
4,459$245.2K0.1%ETFLowSan Diego, CA2026-10-27
Advisor OS, LLC
4,407$242.4K0.0%ETFMediumChicago, IL2026-11-03
CX Institutional
4,390$2410.0%CoreMediumAuburn, IN2026-10-02
Corundum Group, Inc.
4,331$238.2K0.1%CoreLowColorado Springs, CO2026-10-28
Sherman Wealth Management LLC
4,330$238.2K0.2%ETFLowGaithersburg, MD2026-10-16
HWG Holdings LP
4,323$237.8K0.1%GrowthHighHouston, TX2026-10-08
Anderson Hoagland & Co
4,303$243.5K0.0%ETFLowSt Louis, MO2026-10-23
Trademark Financial Management, LLC
4,280$235.4K0.1%ETFMediumBloomington, MN2026-10-23
Olio Financial Planning
4,268$234.8K0.1%ETFVery LowMclean, VA2026-10-22
CGN Advisors LLC
4,235$232.9K0.0%ETFLowManhattan, KS2026-10-21
Market Street Wealth Management Advisors LLC
4,222$232.2K0.0%ETFMediumIndianapolis, IN2026-10-09
Burton Enright Welch
4,221$232.1K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Five Oceans Advisors
4,216$231.9K0.1%ETFVery LowCarlsbad, CA2026-10-22
Affinity Capital Advisors, LLC
4,211$235.1K0.0%ETFLowBerkeley, CA2026-10-13
Wavvest Wealth LLC
4,205$231.3K0.2%ETFN/AChicago, IL2026-10-21
Cherry Creek Investment Advisors, Inc.
4,110$226.1K0.1%GrowthLowEnglewood, CO2026-10-14
Gryphon Financial Partners LLC
4,083$224.6K0.0%IndexLowColumbus, OH2026-11-04
Colton Groome Financial Advisors, LLC
4,052$222.9K0.1%ETFLowAsheville, NC2026-10-06
RFG Holdings, Inc.
4,044$222.4K0.0%ETFLowArgyle, TX2026-10-30
Rinkey Investments
4,031$221.7K0.1%ETFLowSan Diego, CA2026-10-28
Wealth Dimensions Group, Ltd.
4,015$220.8K0.0%ETFLowCincinnati, OH2026-11-02
Capstone Capital LLC
3,978$218.8K0.1%ETFVery LowHenderson, NV2026-10-14
Mindset Wealth Management, LLC
3,946$217.0K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Wedbush Securities Inc
3,862$212.0K0.0%CoreLowPasadena, CA2026-10-22
Intrua Financial, LLC
3,844$211.4K0.0%ETFMediumHouston, TX2026-10-28
Valen Private Capital, LLC
3,837$211.0K0.1%ETFN/APaoli, PA2026-10-23
Morton Capital Management LLC
3,826$210.4K0.0%ETFVery LowCalabasas, CA2026-10-23
Kestra Private Wealth Services, LLC
3,819$210.0K0.0%GrowthLowAustin, TX2026-11-06
SC&H Financial Advisors, Inc.
3,734$205.4K0.0%ETFVery LowHunt Valley, MD2026-10-14
Dhjj Financial Advisors, Ltd.
3,711$204.1K0.1%ETFVery LowNaperville, IL2026-10-23
Prosperity Planning, Inc.
3,710$204.1K0.0%ETFVery LowNorth Kansas City, MO2026-10-09
McAdam, LLC
3,694$203.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Blue Trust, Inc.
3,675$202.1K0.0%ETFLowBrentwood, TN2026-10-15
AdvisorNet Financial, Inc
3,613$201.4K0.0%ETFLowMinnetonka, MN2026-10-15
Abound Wealth Management
3,320$182.6K0.0%ETFVery LowFranklin, TN2026-10-26
Asset Dedication, LLC
3,138$172.6K0.0%ETFLowSan Francisco, CA2026-11-03
Pacific Center for Financial Services
3,001$165.1K0.0%ETFMediumDanville, CA2026-10-15
Colony Family Offices, LLC
2,921$160.6K0.0%ETFVery LowCharlotte, NC2026-10-22
Ares Financial Consulting, LLC
2,728$150.1K0.1%CoreLowCalabasas, CA2026-10-19
Russell Investments Group, Ltd.
2,651$145.8K0.0%CoreLowSeattle, WA2026-11-06
Financial Consulate, Inc
2,535$139.4K0.0%ETFLowHunt Valley, MD2026-10-23
Hilltop National Bank
2,497$137.3K0.0%CoreLowCasper, WY2026-10-14
Foster Dykema Cabot & Partners, LLC
2,429$133.6K0.0%GrowthLowWaltham, MA2026-10-30
American Capital Advisory, LLC
2,420$133.1K0.0%ETFLowKetchum, ID2026-10-28
Aspect Partners, LLC
2,244$123.4K0.0%ETFMediumFairfax, VA2026-10-20
Trifecta Capital Advisors, LLC
2,127$117.0K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Kings Path Partners LLC
2,013$110.7K0.0%ETFVery LowSugar Land, TX2026-10-21
MV Capital Management, Inc.
1,867$102.7K0.0%ETFLowBethesda, MD2026-10-29
Latitude Advisors, LLC
1,750$96.3K0.0%ETFLowYorkville, IL2026-10-27
KFG LLC
1,740$95.7K0.1%ETFN/ARapid City, SD2026-11-02
Compass Wealth Management LLC
1,734$95.4K0.0%GARPLowGuilford, CT2026-10-22
Citigroup Inc
1,715$94.3K0.0%CoreMediumNew York, NY2026-11-04
Creative Financial Designs Inc
1,671$91.9K0.0%ETFMediumKokomo, IN2026-11-04
Coston, McIsaac & Partners
1,464$80.6K0.0%YieldVery LowBar Harbor, ME2026-11-06
Thompson Investment Management, Inc.
1,403$77.2K0.0%ValueMediumMadison, WI2026-10-14
Cassaday & Co Wealth Management LLC
1,352$74.4K0.0%ETFVery LowMclean, VA2026-10-27
Retirement Wealth Solutions LLC
1,343$73.9K0.0%ETFLowMarshfield, WI2026-10-07
Lodestone Wealth Management LLC
1,315$72.3K0.0%CoreLowSpokane, WA2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
1,303$71.7K0.1%GrowthMediumLincolnshire, IL2026-10-28
Evermay Wealth Management LLC
1,275$70.1K0.0%ETFLowArlington, VA2026-11-05
DecisionPoint Financial, LLC
1,257$69.4K0.0%ETFVery LowMesa, AZ2026-10-27
Physician Wealth Advisors, Inc.
1,255$69.0K0.0%ETFMediumMidvale, UT2026-10-20
City State Bank
1,054$58.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Community Financial Services Group, LLC
1,024$56.5K0.0%GrowthLowNewport, VT2026-10-15
Investors Research Corp
954$52.5K0.0%ETFLowAtlanta, GA2026-10-07
Pinnacle Bancorp, Inc.
950$52.2K0.0%CoreVery LowBeatrice, NE2026-10-21
SYM Financial Corp
894$49.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Hughes Financial Services, LLC
693$39.7K0.0%ETFLowHerndon, VA2026-10-30
Gleason Group, Inc.
631$34.7K0.0%ETFVery LowProspect, KY2026-10-15
Highline Wealth Partners LLC
498$27.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
IAG Wealth Partners, LLC
456$25.1K0.0%ETFLowWaukesha, WI2026-11-06
Smallwood Wealth Investment Management, LLC
448$24.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Steph & Co
446$24.5K0.0%ETFLowMarinette, WI2026-10-07
Key Capital Management, Inc
308$16.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
True Wealth Design, LLC
286$15.7K0.0%ETFMediumAkron, OH2026-10-13
Harbor Investment Advisory, LLC
221$12.2K0.0%GrowthLowLutherville, MD2026-10-13
Montgomery Financial Services LLC
196$10.8K0.0%ETFN/AOcean City, MD2026-11-03
Cranbrook Wealth Management, LLC
179$9.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Flagship Wealth Advisors, LLC
165$9.1K0.0%ETFLowWakefield, MA2026-11-03
Tsfg, LLC
80$40.0%ETFLowLake Forest, IL2026-10-23
Cornerstone National Bank & Trust Co
77$4.3K0.0%ETFMediumPalatine, IL2026-10-20
Signature Equity Partners, LLC
60$3.3K0.0%GrowthMediumColumbus, OH2026-10-29
Cape Investment Advisory, Inc.
53$2.9K0.0%ETFLowMcdonough, GA2026-10-13
Signature Resources Capital Management, LLC
0$60.0%ETFLowNewport Beach, CA2026-10-16