IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Emrg Mrkt Core (DFEM)

CUSIP: 25434V732 | NYSE | 777 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Forum Financial Management, LP15,906,068
8.2% of portfolio›$631.8M
Savant Capital, LLC4,252,967
0.5% of portfolio›$168.9M
HBK Sorce Advisory LLC3,464,436
2.3% of portfolio›$120.2M
Forvis Mazars Wealth Advisors, LLC3,286,554
2.1% of portfolio›$130.5M
Parcion Private Wealth LLC2,569,334
5.5% of portfolio›$102.1M
Asset Dedication, LLC2,494,696
6.1% of portfolio›$99.1M
Maseco LLP2,346,527
2.5% of portfolio›$93.1M
Greenspring Advisors, LLC2,303,401
4.1% of portfolio›$91.5M
Evensky & Katz LLC2,301,615
12.5% of portfolio›$91.4M
LPL Financial LLC2,265,845
0.0% of portfolio›$90.0M
Rockwood Wealth Management, LLC2,117,632
5.1% of portfolio›$84.1M
AWM Capital, LLC2,033,644
5.7% of portfolio›$80.8M
RW Investment Management LLC1,945,026
6.8% of portfolio›$77.3M
Apella Capital, LLC1,879,918
1.0% of portfolio›$75.6M
Sageworth Trust Co1,790,199
2.7% of portfolio›$71.1M
Symmetry Partners, LLC1,481,694
3.0% of portfolio›$58.9M
Plancorp, LLC1,268,603
1.0% of portfolio›$46.2M
Brighton Jones LLC1,223,700
0.8% of portfolio›$48.6M
EnRich Financial Partners LLC1,198,624
11.5% of portfolio›$47.6M
Burton Enright Welch1,131,886
4.8% of portfolio›$45.0M
Elser Financial Planning, Inc1,070,275
1.9% of portfolio›$42.5M
Phillips Financial Management, LLC1,048,796
3.2% of portfolio›$41.7M
Willow Creek Wealth Management Inc.1,007,987
2.6% of portfolio›$40.0M
Kooman & Associates974,962
10.3% of portfolio›$38.7M
Leading Edge Financial Planning LLC945,202
7.8% of portfolio›$37.5M
Choreo, LLC884,580
0.4% of portfolio›$35.1M
Your Advocates Ltd., LLP841,235
9.5% of portfolio›$33.4M
First Financial Bank - Trust Division826,431
2.4% of portfolio›$32.8M
Sensible Money, LLC787,359
8.0% of portfolio›$31.3M
Peterson Wealth Advisors, LLC762,410
3.5% of portfolio›$30.3M
Syverson Strege & Co723,152
6.2% of portfolio›$28.7M
AdvisorNet Financial, Inc716,068
1.3% of portfolio›$27.8M
DiNuzzo Private Wealth, Inc.705,445
2.8% of portfolio›$28.0M
Integris Wealth Management, LLC700,141
5.3% of portfolio›$27.8M
RS Crum Inc.685,692
5.1% of portfolio›$27.2M
RFG Advisory, LLC679,283
0.4% of portfolio›$27.0M
Curated Wealth Partners LLC671,148
2.2% of portfolio›$26.7M
BCR Wealth Strategies, LLC631,114
7.0% of portfolio›$25.1M
Evanson Financial, LLC605,199
1.2% of portfolio›$24.0M
Commonwealth Equity Services, LLC604,114
0.0% of portfolio›$24.0M
Discipline Wealth Solutions, LLC603,087
2.1% of portfolio›$24.0M
Pinnacle Financial Group, LLC / IL598,062
5.7% of portfolio›$23.8M
Heritage Investment Group, Inc.592,325
3.2% of portfolio›$23.5M
Stordahl Capital Management, Inc.578,167
4.2% of portfolio›$23.0M
Emprise Bank577,197
8.8% of portfolio›$22.9M
Private Wealth Management Group, LLC567,328
5.1% of portfolio›$22.5M
Woodward Financial Advisors, Inc.562,444
8.8% of portfolio›$22.3M
Concurrent Investment Advisors, LLC557,312
0.2% of portfolio›$22.1M
Creative Planning556,595
0.0% of portfolio›$22.1M
Versant Capital Management, Inc553,200
1.9% of portfolio›$22.0M
Cambridge Financial Group, LLC544,360
7.0% of portfolio›$22.1M
Cambridge Investment Research Advisors, Inc.530,126
0.1% of portfolio›$21.1M
Conrad Siegel Investment Advisors, Inc.525,349
3.4% of portfolio›$20.9M
Allworth Financial LP524,117
0.1% of portfolio›$21.3M
Capstone Capital LLC522,765
11.6% of portfolio›$20.8M
Ballentine Capital Advisors, Inc519,491
7.8% of portfolio›$20.6M
DecisionPoint Financial, LLC517,501
3.6% of portfolio›$20.6M
Squire Investment Management Company, LLC515,095
4.8% of portfolio›$20.5M
Leonard Rickey Investment Advisors P.L.L.C.513,968
3.2% of portfolio›$20.4M
Flagstone Financial Management488,431
4.3% of portfolio›$19.4M
Equita Financial Network, Inc.482,351
5.4% of portfolio›$19.2M
Straight Path Wealth Management477,590
4.2% of portfolio›$19.0M
Trust Co of the South473,064
2.6% of portfolio›$18.8M
Kondo Wealth Advisors, Inc.466,721
6.2% of portfolio›$18.5M
Financial Planning Navigators Corp466,682
6.8% of portfolio›$18.5M
Peirce Capital Management, LLC461,934
6.7% of portfolio›$18.3M
Sachem Hill LLC459,436
3.2% of portfolio›$18.2M
Financial Symmetry Inc453,742
5.8% of portfolio›$18.0M
Verisail Partners, LLC448,031
6.6% of portfolio›$17.8M
Fortitude Family Office, LLC444,485
3.0% of portfolio›$17.7M
Level Financial Advisors438,863
3.9% of portfolio›$17.4M
Foundation Wealth Management, Llc\pa431,367
5.7% of portfolio›$17.1M
Factor Wealth Management LTD427,262
2.6% of portfolio›$17.0M
Hassell Wealth Management, LLC410,571
4.9% of portfolio›$16.3M
Northwest Wealth Management, LLC403,952
2.1% of portfolio›$16.0M
Mattern Wealth Management LLC400,035
2.6% of portfolio›$15.9M
Integrity Advisory Solutions, LLC397,753
1.7% of portfolio›$15.8M
Aerodigm Wealth, LLC389,931
5.3% of portfolio›$15.5M
HMV Wealth Advisors, LLC389,804
5.9% of portfolio›$15.5M
Brady Martz Wealth Solutions, LLC389,624
2.3% of portfolio›$15.5M
Hurlow Wealth Management Group, Inc.379,978
3.1% of portfolio›$15.1M
Bfsg, LLC377,627
1.3% of portfolio›$15.0M
Family Wealth Partners, LLC372,553
4.5% of portfolio›$14.8M
Kaufman Rossin Wealth, LLC366,841
5.9% of portfolio›$14.6M
BCU Wealth Advisors, LLC364,723
4.7% of portfolio›$14.5M
Midwest Trust Co363,883
0.2% of portfolio›$14.5M
Friday Financial362,352
2.8% of portfolio›$14.4M
Rachor Investment Advisory Services, LLC358,016
6.9% of portfolio›$14.2M
JGP Wealth Management, LLC357,311
1.3% of portfolio›$14.2M
New Dimensions Wealth Management, LLC355,331
10.1% of portfolio›$14.1M
Blume Capital Management, Inc.347,048
2.0% of portfolio›$13.8M
Burk Holdings LLC335,115
4.6% of portfolio›$13.3M
Physician Wealth Solutions Inc.329,520
5.1% of portfolio›$13.1M
JFS Wealth Advisors, LLC319,826
0.6% of portfolio›$12.7M
Cravens & Co Advisors, LLC318,388
8.6% of portfolio›$12.6M
Vannoy Advisory Group, Inc.310,592
7.1% of portfolio›$12.3M
Truist Financial Corp309,624
0.0% of portfolio›$12.3M
Mills Wealth Advisors LLC308,302
3.9% of portfolio›$12.2M
One Degree Advisors Inc305,348
2.7% of portfolio›$12.4M
Timonier Family Office, Ltd.301,709
4.2% of portfolio›$12.0M
Scratch Capital LLC299,738
7.6% of portfolio›$11.9M
Watchman Group, Inc.297,852
2.7% of portfolio›$11.8M
Farther Finance Advisors, LLC289,294
0.1% of portfolio›$11.5M
Hippocratic Financial Advisors, LLC286,152
4.5% of portfolio›$11.4M
Krilogy Financial LLC280,523
0.3% of portfolio›$11.1M
SwitchPoint Financial Planning, LLC276,190
6.1% of portfolio›$11.0M
Wealth Advisors Northwest LLC274,045
3.6% of portfolio›$10.9M
United Wealth Management, LLC272,332
2.9% of portfolio›$10.8M
Lutz Financial Services LLC270,906
0.7% of portfolio›$10.8M
Integrity Alliance, Llc.270,887
0.3% of portfolio›$10.8M
BCO Wealth Management LLC270,862
5.8% of portfolio›$10.8M
Quarry Hill Advisors, LLC268,597
4.0% of portfolio›$10.7M
XY Planning Network, Inc.266,268
1.1% of portfolio›$10.6M
Clarity Wealth Development LLC266,017
6.0% of portfolio›$10.6M
SC&H Financial Advisors, Inc.260,519
1.4% of portfolio›$10.3M
Bank of New York Mellon Corp260,118
0.0% of portfolio›$10.3M
Prospect Financial Group LLC257,891
8.6% of portfolio›$10.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors255,739
0.5% of portfolio›$10.2M
Financial Harvest, LLC252,524
4.7% of portfolio›$10.0M
B&D White Capital Company, LLC240,097
0.9% of portfolio›$9.5M
Hiley Hunt Wealth Management236,711
3.7% of portfolio›$9.4M
Beacon Hill Wealth Management Ltd.234,863
5.7% of portfolio›$9.3M
Studio Investment Management LLC231,061
1.6% of portfolio›$9.2M
Client 1ST Advisory Group, LLC227,443
2.3% of portfolio›$9.0M
Gradient Capital Advisors, LLC225,037
2.1% of portfolio›$8.9M
Pacific Asset Management, LLC221,317
4.3% of portfolio›$8.8M
Wealth Enhancement Advisory Services, LLC211,220
0.0% of portfolio›$7.8M
Foundry Financial LLC210,880
2.6% of portfolio›$8.4M
HBE Wealth Management, LLC208,721
5.9% of portfolio›$8.3M
Kestra Advisory Services, LLC205,775
0.0% of portfolio›$8.2M
Tillman Hartley LLC203,677
1.7% of portfolio›$8.1M
O'Connor Financial Group LLC201,608
2.8% of portfolio›$8.0M
Park Avenue Securities LLC198,773
0.1% of portfolio›$7.9M
Klaas Financial Asset Advisors, LLC192,865
1.0% of portfolio›$7.7M
Vestia Personal Wealth Advisors192,275
2.9% of portfolio›$7.6M
RCS Financial Planning, LLC185,820
4.0% of portfolio›$7.4M
Sageworth Trust Co of South Dakota182,129
4.2% of portfolio›$7.2M
Mission Wealth Management, LP181,599
0.1% of portfolio›$7.2M
Davenport & Co LLC180,086
0.0% of portfolio›$7.2M
HB Wealth Management, LLC175,593
0.0% of portfolio›$7.0M
LifeGuide Financial Advisors, LLC172,713
1.9% of portfolio›$6.9M
ARK & TLK Investments, LLC172,348
1.6% of portfolio›$6.8M
KFG Wealth Management, LLC171,300
0.7% of portfolio›$6.8M
SageOak Financial, LLC165,406
4.3% of portfolio›$6.6M
Prism Planning Partners LLC162,140
6.1% of portfolio›$6.4M
Avior Wealth Management, LLC150,516
0.2% of portfolio›$6.0M
American Capital Advisory, LLC145,891
2.0% of portfolio›$5.8M
Apollon Wealth Management, LLC144,177
0.1% of portfolio›$5.7M
NorthAvenue LLC142,228
4.0% of portfolio›$5.6M
Modera Wealth Management, LLC140,569
0.1% of portfolio›$5.6M
Pillar Financial Advisors, LLC140,311
3.0% of portfolio›$5.6M
Avant Financial Advisors LLC139,907
3.4% of portfolio›$5.6M
CogentBlue Wealth Advisors, LLC138,141
5.1% of portfolio›$5.5M
TCI Wealth Advisors, Inc.135,525
0.2% of portfolio›$5.4M
Riverchase Wealth Management, LLC131,146
2.5% of portfolio›$5.2M
Aspen Wealth Management LLC128,713
0.8% of portfolio›$5.1M
Vise Technologies, Inc.127,842
0.0% of portfolio›$5.1M
Hutchens & Kramer Investment Management Group, LLC126,812
1.5% of portfolio›$5.0M
Fiduciary Financial Group, LLC125,736
0.6% of portfolio›$5.0M
BetterWealth, LLC125,715
0.8% of portfolio›$5.0M
Outbound Financial Inc122,216
3.1% of portfolio›$4.9M
Porter White Investment Advisors, Inc.119,382
2.9% of portfolio›$4.7M
Porter White Investment Advisors, Inc.119,382
2.9% of portfolio›$4.7M
Accurate Wealth Management, LLC116,723
0.4% of portfolio›$4.6M
Thrivent Financial for Lutherans116,394
0.0% of portfolio›$4.6M
Simplicity Wealth,LLC114,619
0.1% of portfolio›$4.6M
Legacy Financial Group, Inc.113,665
1.0% of portfolio›$4.5M
Shore Point Advisors, LLC113,605
1.4% of portfolio›$4.5M
Family Office Research LLC111,234
1.7% of portfolio›$4.4M
CSP Financial Group, LLC110,875
4.4% of portfolio›$4.4M
Sowell Financial Services LLC110,222
0.1% of portfolio›$4.4M
Strategent Financial, LLC110,070
2.1% of portfolio›$4.4M
SJS Investment Consulting Inc.109,535
0.4% of portfolio›$4.4M
Kane Co Wealth Management, Inc.108,091
3.4% of portfolio›$4.3M
Shearwater Capital LLC106,343
2.0% of portfolio›$4.2M
RTD Financial Advisors, Inc.103,857
0.5% of portfolio›$4.1M
Wheels Up Wealth, Inc.102,636
3.5% of portfolio›$4.1M
JDH Wealth Management, LLC101,089
2.4% of portfolio›$4.0M
Strengthening Families & Communities, LLC100,862
0.9% of portfolio›$4.0M
AA Financial Advisors, LLC99,905
0.5% of portfolio›$4.0M
Private Advisory Group LLC97,705
0.2% of portfolio›$3.9M
Capstone Wealth Management, LLC97,301
1.8% of portfolio›$3.9M
Heffernan Advisory, Inc94,472
2.5% of portfolio›$3.8M
Chicago Partners Investment Group LLC92,600
0.1% of portfolio›$3.4M
Signature Resources Capital Management, LLC92,099
1.5% of portfolio›$3.7M
Waterfront Wealth Inc.91,535
0.6% of portfolio›$3.5M
Citigroup Inc90,821
0.0% of portfolio›$3.6M
Jnba Financial Advisors88,305
0.3% of portfolio›$3.5M
Axxcess Wealth Management, LLC87,620
0.1% of portfolio›$3.5M
Abacus Planning Group, Inc.86,552
0.4% of portfolio›$3.4M
Abel Hall, LLC84,033
0.6% of portfolio›$3.3M
CFS Investment Advisory Services, LLC81,444
0.2% of portfolio›$3.3M
Cogent Strategic Wealth LLC81,267
3.1% of portfolio›$3.2M
Essential Planning, Llc.80,776
0.9% of portfolio›$3.2M
BluePrint Investing LLC80,300
2.5% of portfolio›$3.2M
Root Financial Partners, LLC77,188
0.1% of portfolio›$3.1M
ShankerValleau Wealth Advisors, Inc.77,069
0.8% of portfolio›$3.1M
Austin Asset Management Co Inc74,600
0.4% of portfolio›$3.0M
EverSource Wealth Advisors, LLC73,980
0.1% of portfolio›$2.9M
Austin Wealth Management, LLC73,822
0.6% of portfolio›$2.9M
Signature Estate & Investment Advisors LLC72,916
0.1% of portfolio›$2.9M
Bdfs Capital LLC72,053
1.4% of portfolio›$2.9M
M Holdings Securities, Inc.71,283
0.0% of portfolio›$2.6K
Visionary Wealth Advisors67,644
0.1% of portfolio›$2.7M
Keyes, Stange & Wooten Wealth Management, LLC64,253
1.2% of portfolio›$2.6M
Merit Financial Group, LLC62,635
0.0% of portfolio›$2.5M
Kestra Private Wealth Services, LLC62,208
0.0% of portfolio›$2.5M
Entrust Financial LLC61,856
1.2% of portfolio›$2.5M
Index Fund Advisors, Inc.61,174
0.1% of portfolio›$2.4M
Warburton Capital Management, LLC60,476
0.8% of portfolio›$2.2M
Perigon Wealth Management, LLC58,731
0.0% of portfolio›$2.3M
Indivisible Partners58,181
0.1% of portfolio›$2.3M
Liberty Capital Management, Inc.57,513
0.4% of portfolio›$2.3M
Sprinkle Financial Consultants LLC57,174
0.9% of portfolio›$2.3M
Breakwater Capital Group55,631
0.3% of portfolio›$2.2M
Veratis Advisors, Inc.55,567
1.7% of portfolio›$2.2M
Security Financial Services, Inc.55,158
0.3% of portfolio›$2.2M
SAX Wealth Advisors, LLC54,163
0.1% of portfolio›$2.2M
Selective Wealth Management, Inc.53,987
0.5% of portfolio›$2.1M
Navigate Wealth Management, LLC53,975
1.3% of portfolio›$2.2M
Lodestone Wealth Management LLC52,730
0.7% of portfolio›$2.1M
W.H. Cornerstone Investments Inc.52,556
1.2% of portfolio›$2.1M
Cliftonlarsonallen Wealth Advisors, LLC51,852
0.0% of portfolio›$2.1M
Tennessee Valley Asset Management Partners50,228
0.2% of portfolio›$2.0M
Ariadne Wealth Management, LP48,757
0.8% of portfolio›$1.9M
Entrewealth, LLC48,682
0.7% of portfolio›$1.9M
Ballast Financial Advisors LLC48,494
1.8% of portfolio›$1.9M
Vestment Financial LLC47,434
0.8% of portfolio›$1.9M
Core Wealth Management, Inc.47,065
0.6% of portfolio›$1.9M
Torren Management, LLC46,933
0.9% of portfolio›$1.9M
Approach Retirement Advisors, LLC46,329
1.4% of portfolio›$1.8M
Enzi Wealth44,039
0.5% of portfolio›$1.7M
KFG LLC42,429
1.1% of portfolio›$1.7M
Meritas Wealth Management, LLC42,318
0.6% of portfolio›$1.7M
Poinciana Advisors Group, LLC42,254
1.3% of portfolio›$1.7M
Granville Capital, Inc.41,892
0.7% of portfolio›$1.7M
Canvas Wealth Advisors, LLC41,852
0.2% of portfolio›$1.6M
Wedmont Private Capital41,103
0.0% of portfolio›$1.6M
Triad Wealth Partners, LLC40,663
0.1% of portfolio›$1.6M
Brookstone Capital Management38,610
0.0% of portfolio›$1.5M
First Financial Group Corp38,535
1.2% of portfolio›$1.5M
Gemmer Asset Management LLC38,378
0.1% of portfolio›$1.5M
Integras Partners LLC37,851
0.8% of portfolio›$1.5M
Live Oak Private Wealth LLC35,820
0.2% of portfolio›$1.4M
RED Lighthouse Investment Management, LLC35,788
0.4% of portfolio›$1.4M
Two West Capital Advisors LLC34,722
0.7% of portfolio›$1.4M
25 LLC33,914
0.4% of portfolio›$1.3M
Belleair Asset Management, LLC33,762
1.1% of portfolio›$1.3M
Beacon Financial Advisory LLC33,365
0.3% of portfolio›$1.3M
Sensenig Capital Advisors, Inc33,259
1.2% of portfolio›$1.3M
Bayshore Asset Management, LLC31,566
0.4% of portfolio›$1.3M
Clear Creek Financial Management, LLC31,392
0.1% of portfolio›$1.2M
Dala Group, LLC30,470
0.9% of portfolio›$1.2M
Five Oceans Advisors29,561
0.4% of portfolio›$1.2M
Werba Rubin Papier Wealth Management28,713
0.1% of portfolio›$1.1M
Firethorn Wealth Partners, LLC27,942
0.4% of portfolio›$1.1M
RF&L Wealth Management, LLC27,937
0.7% of portfolio›$1.1M
Legacy Capital Wealth Partners, LLC26,816
0.2% of portfolio›$1.1M
Altiora Financial Group, LLC26,732
0.2% of portfolio›$1.1M
Graves Light Lenhart Wealth, Inc.26,720
0.1% of portfolio›$1.1M
Lauterbach Financial Advisors, LLC26,121
0.4% of portfolio›$1.0M
Florida Trust Wealth Management Co26,057
0.0% of portfolio›$1.0M
Global Financial Private Client, LLC25,364
0.3% of portfolio›$1.0M
Signaturefd, LLC24,809
0.0% of portfolio›$985.4K
Wealthcare Advisory Partners LLC24,665
0.0% of portfolio›$979.7K
Burney Co/24,194
0.0% of portfolio›$961.0K
marrick wealth, LLC23,984
0.7% of portfolio›$952.6K
Prospera Financial Services Inc23,167
0.0% of portfolio›$844.2K
Tred Avon Family Wealth, LLC22,586
0.3% of portfolio›$897.1K
Blossom Wealth Management22,381
1.2% of portfolio›$889.0K
Ridgeline Wealth, LLC21,830
0.5% of portfolio›$861.4K
Higgins & Schmidt Wealth Strategies LLC21,809
0.4% of portfolio›$866.3K
Joel Isaacson & Co., LLC21,711
0.0% of portfolio›$862.4K
GEM Asset Management, LLC20,420
0.3% of portfolio›$811.1K
E6 Portfolios, LLC19,953
0.6% of portfolio›$792.5K
USAdvisors Wealth Management, LLC19,943
0.9% of portfolio›$792.0K
Oath Planning, LLC19,473
0.5% of portfolio›$773.5K
Ashton Thomas Private Wealth, LLC19,423
0.0% of portfolio›$771.5K
Andrews, Lucia Wealth Management LLC19,144
0.4% of portfolio›$760.4K
McCarley & Cook Financial Planners18,968
0.6% of portfolio›$753.4K
Opulen Financial Group LLC18,752
0.5% of portfolio›$744.8K
Quad-Cities Investment Group, LLC18,481
0.3% of portfolio›$734.1K
Oceanside Advisors LLC18,056
0.4% of portfolio›$717.2K
Cogent Private Wealth, Inc.17,204
0.4% of portfolio›$683.3K
Gordian Advisors LLC16,561
0.4% of portfolio›$657.8K
Garde Capital, Inc.16,265
0.0% of portfolio›$646.0K
Seven Mile Advisory16,208
0.4% of portfolio›$643.8K
Tortoise Investment Management, LLC15,960
0.0% of portfolio›$633.9K
Wealth Management Nebraska15,927
0.1% of portfolio›$632.6K
Valeo Financial Advisors, LLC14,800
0.0% of portfolio›$587.8K
Amicus Financial Advisors, LLC14,486
0.1% of portfolio›$575.4K
True Wealth Design, LLC14,438
0.1% of portfolio›$573.5K
NorthCrest Asset Manangement, LLC14,420
0.0% of portfolio›$570.7K
LAM Group, Inc.14,305
0.3% of portfolio›$568.2K
Donalies Financial Planning, LLC13,601
0.4% of portfolio›$540.2K
Morling Financial Advisors, LLC13,596
0.1% of portfolio›$540.0K
Investmark Advisory Group LLC12,748
0.2% of portfolio›$506.4K
Aurelius Family Office LLC12,376
0.2% of portfolio›$491.6K
Fonville Wealth Management LLC12,344
0.1% of portfolio›$490.3K
Diversify Wealth Management, LLC12,303
0.0% of portfolio›$473.2K
Diversify Advisory Services, LLC12,303
0.0% of portfolio›$473.2K
McGrath & Associates, Inc.12,195
0.5% of portfolio›$484.4K
Citizens & Northern Corp12,122
0.1% of portfolio›$481.5K
Schulz Wealth, Ltd.11,762
0.2% of portfolio›$467.2K
Apollon Financial, LLC11,587
0.1% of portfolio›$460.2K
Magnus Financial Group LLC11,066
0.0% of portfolio›$439.5K
Prime Capital Investment Advisors, LLC10,864
0.0% of portfolio›$431.5K
Tcfg Investment Advisors, LLC10,863
0.1% of portfolio›$431.5K
Compass Ion Advisors, LLC10,838
0.0% of portfolio›$430.5K
Freedom Day Solutions, LLC10,738
0.1% of portfolio›$426.5K
Tranquility Partners, LLC10,634
0.1% of portfolio›$422.4K
Avidian Wealth Enterprises, LLC10,383
0.0% of portfolio›$412.4K
Mustard Seed Financial, LLC10,374
0.2% of portfolio›$412.1K
Signal Advisors Wealth, LLC9,986
0.0% of portfolio›$396.6K
Riverbend Wealth Management, LLC9,776
0.2% of portfolio›$388.3K
Venture Visionary Partners LLC9,678
0.0% of portfolio›$384.4K
Concord Wealth Partners9,641
0.0% of portfolio›$382.9K
Boyce & Associates Wealth Consulting, Inc.9,541
0.2% of portfolio›$379.0K
Disciplined Equity Management, Inc.9,520
0.2% of portfolio›$378.1K
Facet Wealth, Inc.9,430
0.0% of portfolio›$374.6K
Regions Financial Corp9,064
0.0% of portfolio›$360.0K
Baker Tilly Wealth Management, LLC8,775
0.1% of portfolio›$348.5K
Tandemgrowth Financial Advisors LLC8,773
0.3% of portfolio›$348.5K
Clearstead Advisors, LLC8,417
0.0% of portfolio›$334.3K
Naples Global Advisors, LLC8,384
0.0% of portfolio›$333.0K
Triune Financial Partners, LLC8,205
0.1% of portfolio›$325.9K
Omni 360 Wealth, Inc.7,681
0.1% of portfolio›$305.1K
Park Edge Advisors, LLC7,532
0.1% of portfolio›$299.2K
Wealthcare Capital Management LLC7,350
0.0% of portfolio›$291.9K
Patriot Financial Group Insurance Agency, LLC7,105
0.0% of portfolio›$282.2K
Babb Wealth Advisors LLC6,993
0.1% of portfolio›$277.8K
Sunpointe, LLC6,938
0.1% of portfolio›$275.6K
Maryland Capital Advisors Inc.6,869
0.1% of portfolio›$272.8K
Carlton Hofferkamp & Jenks Wealth Management, LLC6,831
0.1% of portfolio›$260.3K
IFP Advisors, Inc6,779
0.0% of portfolio›$269.3K
Websterrogers Financial Advisors, LLC6,561
0.1% of portfolio›$260.6K
StoneX Group Inc.6,386
0.0% of portfolio›$250.1K
Summit Wealth Group LLC / Co6,384
0.0% of portfolio›$253.6K
Strategic Blueprint, LLC6,339
0.0% of portfolio›$251.8K
Stirlingshire Investments, Inc.6,335
0.2% of portfolio›$251.6K
Private Trust Co NA6,282
0.0% of portfolio›$249.5K
Quantum Financial Advisors, LLC6,231
0.0% of portfolio›$247.5K
VestGen Advisors, LLC6,090
0.0% of portfolio›$241.9K
Frankly Finances, LLC5,980
0.2% of portfolio›$237.5K
SYM Financial Corp5,893
0.0% of portfolio›$234.1K
Old Peak Finance LLC5,849
0.1% of portfolio›$232.3K
Bedel Financial Consulting, Inc.5,832
0.0% of portfolio›$231.6K
Mesirow Financial Investment Management, Inc.5,599
0.0% of portfolio›$222.4K
Doliver Advisors, LP5,400
0.0% of portfolio›$214.5K
Greenwood Capital Associates LLC5,382
0.0% of portfolio›$213.8K
Prosperity Advisers, LLC5,367
0.1% of portfolio›$213.2K
True North Advisors, LLC5,248
0.0% of portfolio›$208.5K
Glass Jacobson Investment Advisors llc5,218
0.1% of portfolio›$207.3K
Hoxton Planning & Management, LLC5,100
0.1% of portfolio›$202.6K
DBK Financial Counsel, LLC5,075
0.2% of portfolio›$201.6K
UMB Bank, n.a.4,731
0.0% of portfolio›$187.9K
Community Bank, N.A.4,336
0.0% of portfolio›$172.2K
Physician Wealth Advisors, Inc.4,229
0.0% of portfolio›$168.0K
Spire Wealth Management4,226
0.0% of portfolio›$167.9K
Elevation Wealth Partners, LLC4,130
0.0% of portfolio›$164.0K
Assetmark, Inc3,469
0.0% of portfolio›$137.8K
Fifth Third Bancorp3,130
0.0% of portfolio›$124.3K
Keystone Financial Group, Inc.2,745
0.1% of portfolio›$109.0K
MTM Investment Management, LLC2,577
0.0% of portfolio›$102.4K
PNC Financial Services Group, Inc.2,437
0.0% of portfolio›$96.8K
Ares Financial Consulting, LLC2,194
0.1% of portfolio›$87.1K
Stone House Investment Management, LLC2,142
0.0% of portfolio›$85.1K
Parkside Financial Bank & Trust1,899
0.0% of portfolio›$75.4K
Reyes Financial Architecture, Inc.1,897
0.0% of portfolio›$75.3K
AlphaCore Capital LLC1,405
0.0% of portfolio›$55.8K
Washington Trust Advisors, Inc.1,143
0.0% of portfolio›$45.4K
Kennebec Savings Bank1,125
0.0% of portfolio›$44.7K
Acumen Wealth Advisors, LLC1,094
0.0% of portfolio›$43.5K
Morton Brown Family Wealth, LLC1,060
0.0% of portfolio›$42.1K
BankChampaign, National Association1,003
0.0% of portfolio›$39.8K
Birchwood Financial Partners, Inc.933
0.0% of portfolio›$37.1K
Hazlett, Burt & Watson, Inc.917
0.0% of portfolio›$29.0K
Prudent Man Investment Management, Inc.886
0.0% of portfolio›$35.2K
Pinnacle Bancorp, Inc.819
0.0% of portfolio›$32.5K
Thurston, Springer, Miller, Herd & Titak, Inc.713
0.0% of portfolio›$28.3K
Tower Trust & Investment Co681
0.0% of portfolio›$27.0K
Ascentis Independent Advisors525
0.0% of portfolio›$20.9K
Elevate Wealth Advisory, Inc492
0.0% of portfolio›$19.5K
RHL Group, LLC438
0.0% of portfolio›$17.4K
Nova Financial LLC363
0.0% of portfolio›$14.4K
Larson Financial Group LLC325
0.0% of portfolio›$12.9K
Gables Capital Management Inc.287
0.0% of portfolio›$11.4K
Balance Wealth Partners LLC269
0.0% of portfolio›$10.7K
Coston, McIsaac & Partners225
0.0% of portfolio›$9.0K
CoreCap Advisors, LLC203
0.0% of portfolio›$8.1K
Godsey & Gibb, Inc171
0.0% of portfolio›$6.8K
Cherry Tree Wealth Management, LLC146
0.0% of portfolio›$5.8K
Archer Investment Corp140
0.0% of portfolio›$5.6K
Silver Grove Financial Group, Inc.101
0.0% of portfolio›$4.0K
Buck Wealth Strategies, LLC85
0.0% of portfolio›$3.4K
Parallel Advisors, LLC79
0.0% of portfolio›$3.1K
US Bancorp \de\54
0.0% of portfolio›$2.1K
Key Capital Management, Inc41
0.0% of portfolio›$1.6K
Bay Harbor Wealth Management, LLC31
0.0% of portfolio›$1.2K
Global Trust Asset Management, LLC30
0.0% of portfolio›$1.2K
Rydar Equities, Inc.26
0.0% of portfolio›$1.0K
Hurley Capital, LLC22
0.0% of portfolio›$912
Compass Financial Management LLC11
0.0% of portfolio›$437
Blue Trust, Inc.1
0.0% of portfolio›$40
StyleTurnoverLocationFiled
Forum Financial Management, LP
15,906,068$631.8M8.2%ETFLowLombard, IL2026-10-16
Savant Capital, LLC
4,252,967$168.9M0.5%IndexVery LowRockford, IL2026-11-06
HBK Sorce Advisory LLC
3,464,436$120.2M2.3%IndexVery LowErie, PA2026-11-06
Forvis Mazars Wealth Advisors, LLC
3,286,554$130.5M2.1%ETFVery LowSpringfield, MO2026-10-13
Parcion Private Wealth LLC
2,569,334$102.1M5.5%CoreMediumBellevue, WA2026-10-28
Asset Dedication, LLC
2,494,696$99.1M6.1%ETFLowSan Francisco, CA2026-11-03
Maseco LLP
2,346,527$93.1M2.5%ETFVery LowLondon, United Kingdom2026-10-27
Greenspring Advisors, LLC
2,303,401$91.5M4.1%ETFVery LowTowson, MD2026-11-05
Evensky & Katz LLC
2,301,615$91.4M12.5%ETFVery LowCoral Gables, FL2026-10-27
LPL Financial LLC
2,265,845$90.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Rockwood Wealth Management, LLC
2,117,632$84.1M5.1%ETFVery LowNew Hope, PA2026-10-27
AWM Capital, LLC
2,033,644$80.8M5.7%ETFLowPhoenix, AZ2026-10-16
RW Investment Management LLC
1,945,026$77.3M6.8%ETFLowEagle, ID2026-11-03
Apella Capital, LLC
1,879,918$75.6M1.0%ETFVery LowWest Hartford, CT2026-10-08
Sageworth Trust Co
1,790,199$71.1M2.7%ETFLowLancaster, PA2026-10-30
Symmetry Partners, LLC
1,481,694$58.9M3.0%ETFLowGlastonbury, CT2026-10-27
Plancorp, LLC
1,268,603$46.2M1.0%ETFLowSaint Louis, MO2026-11-03
Brighton Jones LLC
1,223,700$48.6M0.8%CoreVery LowSeattle, WA2026-11-03
EnRich Financial Partners LLC
1,198,624$47.6M11.5%ETFVery LowMadison, WI2026-10-21
Burton Enright Welch
1,131,886$45.0M4.8%ETFVery LowWalnut Creek, CA2026-11-04
Elser Financial Planning, Inc
1,070,275$42.5M1.9%GARPLowIndianapolis, IN2026-10-16
Phillips Financial Management, LLC
1,048,796$41.7M3.2%ETFVery LowFort Wayne, IN2026-10-19
Willow Creek Wealth Management Inc.
1,007,987$40.0M2.6%ETFVery LowSebastopol, CA2026-10-26
Kooman & Associates
974,962$38.7M10.3%ETFLowAltoona, PA2026-10-21
Leading Edge Financial Planning LLC
945,202$37.5M7.8%ETFLowKnoxville, TN2026-10-23
Choreo, LLC
884,580$35.1M0.4%IndexLowRockford, IL2026-10-28
Your Advocates Ltd., LLP
841,235$33.4M9.5%ETFLowHouston, TX2026-11-03
First Financial Bank - Trust Division
826,431$32.8M2.4%CoreLowHamilton, OH2026-10-01
Sensible Money, LLC
787,359$31.3M8.0%ETFVery LowScottsdale, AZ2026-10-20
Peterson Wealth Advisors, LLC
762,410$30.3M3.5%ETFLowOrem, UT2026-10-08
Syverson Strege & Co
723,152$28.7M6.2%ETFVery LowWest Des Moines, IA2026-11-02
AdvisorNet Financial, Inc
716,068$27.8M1.3%ETFLowMinnetonka, MN2026-10-15
DiNuzzo Private Wealth, Inc.
705,445$28.0M2.8%ETFLowBeaver, PA2026-10-16
Integris Wealth Management, LLC
700,141$27.8M5.3%ETFVery LowMonterey, CA2026-10-14
RS Crum Inc.
685,692$27.2M5.1%ETFVery LowNewport Beach, CA2026-10-19
RFG Advisory, LLC
679,283$27.0M0.4%ETFMediumBirmingham, AL2026-11-03
Curated Wealth Partners LLC
671,148$26.7M2.2%GARPLowEl Segundo, CA2026-10-15
BCR Wealth Strategies, LLC
631,114$25.1M7.0%ETFVery LowVestavia, AL2026-11-06
Evanson Financial, LLC
605,199$24.0M1.2%ETFN/AMclean, VA2026-10-23
Commonwealth Equity Services, LLC
604,114$24.0M0.0%ETFLowWaltham, MA2026-11-02
Discipline Wealth Solutions, LLC
603,087$24.0M2.1%ETFLowGreenville, SC2026-10-14
Pinnacle Financial Group, LLC / IL
598,062$23.8M5.7%ETFVery LowWestern Springs, IL2026-10-29
Heritage Investment Group, Inc.
592,325$23.5M3.2%ETFVery LowPompano Beach, FL2026-11-03
Stordahl Capital Management, Inc.
578,167$23.0M4.2%ETFVery LowGreenwood Village, CO2026-10-22
Emprise Bank
577,197$22.9M8.8%ETFVery LowWichita, KS2026-10-07
Private Wealth Management Group, LLC
567,328$22.5M5.1%ETFLowPrinceton, NJ2026-10-19
Woodward Financial Advisors, Inc.
562,444$22.3M8.8%ETFVery LowChapel Hill, NC2026-10-19
Concurrent Investment Advisors, LLC
557,312$22.1M0.2%GrowthMediumTampa, FL2026-10-16
Creative Planning
556,595$22.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Versant Capital Management, Inc
553,200$22.0M1.9%GARPLowPhoenix, AZ2026-10-02
Cambridge Financial Group, LLC
544,360$22.1M7.0%ETFLowTucson, AZ2026-10-06
Cambridge Investment Research Advisors, Inc.
530,126$21.1M0.1%ETFLowFairfield, IA2026-11-02
Conrad Siegel Investment Advisors, Inc.
525,349$20.9M3.4%ETFLowHarrisburg, PA2026-10-08
Allworth Financial LP
524,117$21.3M0.1%IndexLowFolsom, CA2026-11-06
Capstone Capital LLC
522,765$20.8M11.6%ETFVery LowHenderson, NV2026-10-14
Ballentine Capital Advisors, Inc
519,491$20.6M7.8%ETFVery LowGreenville, SC2026-10-14
DecisionPoint Financial, LLC
517,501$20.6M3.6%ETFVery LowMesa, AZ2026-10-27
Squire Investment Management Company, LLC
515,095$20.5M4.8%ETFVery LowOrem, UT2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
513,968$20.4M3.2%ETFLowYakima, WA2026-10-29
Flagstone Financial Management
488,431$19.4M4.3%ETFVery LowLincoln, NE2026-11-05
Equita Financial Network, Inc.
482,351$19.2M5.4%ETFLowFort Washington, PA2026-10-19
Straight Path Wealth Management
477,590$19.0M4.2%ETFLowJenison, MI2026-10-23
Trust Co of the South
473,064$18.8M2.6%ETFLowGreensboro, NC2026-10-21
Kondo Wealth Advisors, Inc.
466,721$18.5M6.2%ETFVery LowPasadena, CA2026-10-19
Financial Planning Navigators Corp
466,682$18.5M6.8%ETFMediumMaple Grove, MN2026-10-14
Peirce Capital Management, LLC
461,934$18.3M6.7%ETFLowThe Woodlands, TX2026-10-19
Sachem Hill LLC
459,436$18.2M3.2%ETFVery LowDenver, CO2026-10-14
Financial Symmetry Inc
453,742$18.0M5.8%ETFVery LowRaleigh, NC2026-10-06
Verisail Partners, LLC
448,031$17.8M6.6%ETFVery LowChamblee, GA2026-10-19
Fortitude Family Office, LLC
444,485$17.7M3.0%ETFMediumScottsdale, AZ2026-10-14
Level Financial Advisors
438,863$17.4M3.9%ETFLowEast Amherst, NY2026-10-13
Foundation Wealth Management, Llc\pa
431,367$17.1M5.7%ETFLowMedia, PA2026-10-14
Factor Wealth Management LTD
427,262$17.0M2.6%ETFLowChicago, IL2026-10-08
Hassell Wealth Management, LLC
410,571$16.3M4.9%ETFLowHouma, LA2026-10-19
Northwest Wealth Management, LLC
403,952$16.0M2.1%ETFLowSpencer, IA2026-10-30
Mattern Wealth Management LLC
400,035$15.9M2.6%ETFVery LowLawrence, KS2026-11-04
Integrity Advisory Solutions, LLC
397,753$15.8M1.7%ETFMediumDallas, TX2026-10-29
Aerodigm Wealth, LLC
389,931$15.5M5.3%ETFLowLake Oswego, OR2026-10-16
HMV Wealth Advisors, LLC
389,804$15.5M5.9%ETFVery LowShreveport, LA2026-10-27
Brady Martz Wealth Solutions, LLC
389,624$15.5M2.3%ETFLowGrand Forks, ND2026-11-05
Hurlow Wealth Management Group, Inc.
379,978$15.1M3.1%ETFVery LowBloomington, IN2026-10-29
Bfsg, LLC
377,627$15.0M1.3%CoreLowIrvine, CA2026-10-30
Family Wealth Partners, LLC
372,553$14.8M4.5%ETFLowMatthews, NC2026-10-20
Kaufman Rossin Wealth, LLC
366,841$14.6M5.9%ETFLowMiami, FL2026-10-19
BCU Wealth Advisors, LLC
364,723$14.5M4.7%ETFLowVernon Hills, IL2026-10-16
Midwest Trust Co
363,883$14.5M0.2%CoreLowOverland Park, KS2026-10-22
Friday Financial
362,352$14.4M2.8%ETFVery LowDubuque, IA2026-10-09
Rachor Investment Advisory Services, LLC
358,016$14.2M6.9%ETFVery LowLinden, MI2026-10-29
JGP Wealth Management, LLC
357,311$14.2M1.3%CoreLowBend, OR2026-10-13
New Dimensions Wealth Management, LLC
355,331$14.1M10.1%ETFVery LowAllen, TX2026-11-02
Blume Capital Management, Inc.
347,048$13.8M2.0%CoreMediumBerkeley, CA2026-10-26
Burk Holdings LLC
335,115$13.3M4.6%ETFVery LowTulsa, OK2026-11-05
Physician Wealth Solutions Inc.
329,520$13.1M5.1%ETFLowNorth Las Vegas, NV2026-10-14
JFS Wealth Advisors, LLC
319,826$12.7M0.6%ETFVery LowHermitage, PA2026-11-03
Cravens & Co Advisors, LLC
318,388$12.6M8.6%CoreMediumCookeville, TN2026-10-16
Vannoy Advisory Group, Inc.
310,592$12.3M7.1%ETFVery LowAustin, TX2026-10-13
Truist Financial Corp
309,624$12.3M0.0%CoreLowCharlotte, NC2026-10-30
Mills Wealth Advisors LLC
308,302$12.2M3.9%ETFMediumSouthlake, TX2026-10-22
One Degree Advisors Inc
305,348$12.4M2.7%ETFLowSan Diego, CA2026-11-06
Timonier Family Office, Ltd.
301,709$12.0M4.2%ETFVery LowWinston Salem, NC2026-11-03
Scratch Capital LLC
299,738$11.9M7.6%ETFMediumBoise, ID2026-11-02
Watchman Group, Inc.
297,852$11.8M2.7%ETFLowPlano, TX2026-10-16
Farther Finance Advisors, LLC
289,294$11.5M0.1%IndexLowSan Francisco, CA2026-10-08
Hippocratic Financial Advisors, LLC
286,152$11.4M4.5%ETFLowWestlake Village, CA2026-10-13
Krilogy Financial LLC
280,523$11.1M0.3%GrowthLowSt. Louis, MO2026-10-13
SwitchPoint Financial Planning, LLC
276,190$11.0M6.1%ETFVery LowLehi, UT2026-11-02
Wealth Advisors Northwest LLC
274,045$10.9M3.6%ETFLowPortland, OR2026-10-29
United Wealth Management, LLC
272,332$10.8M2.9%ETFVery LowCharlottesville, VA2026-10-30
Lutz Financial Services LLC
270,906$10.8M0.7%ETFVery LowOmaha, NE2026-11-06
Integrity Alliance, Llc.
270,887$10.8M0.3%ETFMediumUrbandale, IA2026-10-29
BCO Wealth Management LLC
270,862$10.8M5.8%ETFLowCarlsbad, NM2026-10-14
Quarry Hill Advisors, LLC
268,597$10.7M4.0%ETFVery LowSt Paul, MN2026-11-04
XY Planning Network, Inc.
266,268$10.6M1.1%ETFLowBozeman, MT2026-10-14
Clarity Wealth Development LLC
266,017$10.6M6.0%ETFLowCorvallis, OR2026-10-22
SC&H Financial Advisors, Inc.
260,519$10.3M1.4%ETFVery LowHunt Valley, MD2026-10-14
Bank of New York Mellon Corp
260,118$10.3M0.0%CoreLowNew York, NY2026-11-05
Prospect Financial Group LLC
257,891$10.2M8.6%ETFVery LowArlington, VA2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
255,739$10.2M0.5%ETFMediumWestlake, OH2026-10-14
Financial Harvest, LLC
252,524$10.0M4.7%ETFVery LowWinter Park, FL2026-10-15
B&D White Capital Company, LLC
240,097$9.5M0.9%ETFHighLakeway, TX2026-11-02
Hiley Hunt Wealth Management
236,711$9.4M3.7%ETFVery LowOmaha, NE2026-10-08
Beacon Hill Wealth Management Ltd.
234,863$9.3M5.7%ETFN/AVictoria, UAE2026-10-21
Studio Investment Management LLC
231,061$9.2M1.6%ETFLowChicago, IL2026-10-22
Client 1ST Advisory Group, LLC
227,443$9.0M2.3%ETFVery LowDunedin, FL2026-10-19
Gradient Capital Advisors, LLC
225,037$8.9M2.1%ETFLowSan Diego, CA2026-10-21
Pacific Asset Management, LLC
221,317$8.8M4.3%ETFVery LowGig Harbor, WA2026-10-15
Wealth Enhancement Advisory Services, LLC
211,220$7.8M0.0%CoreLowPlymouth, MN2026-10-13
Foundry Financial LLC
210,880$8.4M2.6%ETFMediumPasadena, CA2026-10-16
HBE Wealth Management, LLC
208,721$8.3M5.9%ETFVery LowLincoln, NE2026-11-06
Kestra Advisory Services, LLC
205,775$8.2M0.0%CoreLowAustin, TX2026-11-02
Tillman Hartley LLC
203,677$8.1M1.7%ETFLowOrlando, FL2026-11-06
O'Connor Financial Group LLC
201,608$8.0M2.8%ETFLowQuincy, IL2026-10-26
Park Avenue Securities LLC
198,773$7.9M0.1%ETFMediumNew York, NY2026-10-26
Klaas Financial Asset Advisors, LLC
192,865$7.7M1.0%ETFVery LowLoves Park, IL2026-10-19
Vestia Personal Wealth Advisors
192,275$7.6M2.9%ETFMediumFort Wayne, IN2026-10-20
RCS Financial Planning, LLC
185,820$7.4M4.0%ETFMediumAnnapolis, MD2026-10-14
Sageworth Trust Co of South Dakota
182,129$7.2M4.2%ETFLowSioux Falls, SD2026-10-30
Mission Wealth Management, LP
181,599$7.2M0.1%ETFLowSanta Barbara, CA2026-10-15
Davenport & Co LLC
180,086$7.2M0.0%CoreMediumRichmond, VA2026-10-14
HB Wealth Management, LLC
175,593$7.0M0.0%IndexVery LowAtlanta, GA2026-10-23
LifeGuide Financial Advisors, LLC
172,713$6.9M1.9%ETFVery LowMechanicsburg, PA2026-10-20
ARK & TLK Investments, LLC
172,348$6.8M1.6%ETFLowOklahoma City, OK2026-10-20
KFG Wealth Management, LLC
171,300$6.8M0.7%ETFMediumGranger, IN2026-10-16
SageOak Financial, LLC
165,406$6.6M4.3%ETFLowTulsa, OK2026-10-19
Prism Planning Partners LLC
162,140$6.4M6.1%ETFVery LowLibertyville, IL2026-10-27
Avior Wealth Management, LLC
150,516$6.0M0.2%ETFMediumOmaha, NE2026-10-13
American Capital Advisory, LLC
145,891$5.8M2.0%ETFLowKetchum, ID2026-10-28
Apollon Wealth Management, LLC
144,177$5.7M0.1%GrowthLowMount Pleasant, SC2026-10-23
NorthAvenue LLC
142,228$5.6M4.0%ETFVery LowColumbus, OH2026-10-29
Modera Wealth Management, LLC
140,569$5.6M0.1%ETFVery LowWestwood, NJ2026-10-28
Pillar Financial Advisors, LLC
140,311$5.6M3.0%ETFVery LowLouisville, KY2026-10-21
Avant Financial Advisors LLC
139,907$5.6M3.4%ETFVery LowAustin, TX2026-11-02
CogentBlue Wealth Advisors, LLC
138,141$5.5M5.1%ETFLowKnoxville, TN2026-10-09
TCI Wealth Advisors, Inc.
135,525$5.4M0.2%ETFLowTucson, AZ2026-10-30
Riverchase Wealth Management, LLC
131,146$5.2M2.5%ETFMediumFlower Mound, TX2026-10-28
Aspen Wealth Management LLC
128,713$5.1M0.8%ETFLowFort Worth, TX2026-10-14
Vise Technologies, Inc.
127,842$5.1M0.0%IndexLowNew York, NY2026-10-29
Hutchens & Kramer Investment Management Group, LLC
126,812$5.0M1.5%ETFLowIndianapolis, IN2026-10-16
Fiduciary Financial Group, LLC
125,736$5.0M0.6%ETFLowSan Rafael, CA2026-10-13
BetterWealth, LLC
125,715$5.0M0.8%ETFVery LowSan Jose, CA2026-10-15
Outbound Financial Inc
122,216$4.9M3.1%ETFLowBoulder, CO2026-10-13
Porter White Investment Advisors, Inc.
119,382$4.7M2.9%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
119,382$4.7M2.9%ETFVery LowBirmingham, AL2026-10-14
Accurate Wealth Management, LLC
116,723$4.6M0.4%CoreMediumWesley Chapel, FL2026-10-20
Thrivent Financial for Lutherans
116,394$4.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Simplicity Wealth,LLC
114,619$4.6M0.1%ETFLowSummit, NJ2026-10-23
Legacy Financial Group, Inc.
113,665$4.5M1.0%ETFLowTulsa, OK2026-10-21
Shore Point Advisors, LLC
113,605$4.5M1.4%ETFLowBrielle, NJ2026-10-14
Family Office Research LLC
111,234$4.4M1.7%ETFLowBethesda, MD2026-10-14
CSP Financial Group, LLC
110,875$4.4M4.4%ETFLowScottsdale, AZ2026-10-26
Sowell Financial Services LLC
110,222$4.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Strategent Financial, LLC
110,070$4.4M2.1%ETFLowHarrisonburg, VA2026-10-30
SJS Investment Consulting Inc.
109,535$4.4M0.4%ETFVery LowSylvania, OH2026-10-26
Kane Co Wealth Management, Inc.
108,091$4.3M3.4%ETFVery LowJohnston, IA2026-11-04
Shearwater Capital LLC
106,343$4.2M2.0%ETFVery LowDenver, CO2026-10-13
RTD Financial Advisors, Inc.
103,857$4.1M0.5%ETFLowPhiladelphia, PA2026-10-09
Wheels Up Wealth, Inc.
102,636$4.1M3.5%ETFVery LowBenicia, CA2026-10-27
JDH Wealth Management, LLC
101,089$4.0M2.4%ETFVery LowSanta Rosa, CA2026-10-20
Strengthening Families & Communities, LLC
100,862$4.0M0.9%CoreMediumBoston, MA2026-10-21
AA Financial Advisors, LLC
99,905$4.0M0.5%ETFMediumColumbus, OH2026-10-19
Private Advisory Group LLC
97,705$3.9M0.2%GrowthMediumRedmond, WA2026-11-06
Capstone Wealth Management, LLC
97,301$3.9M1.8%ETFLowTuscaloosa, AL2026-11-02
Heffernan Advisory, Inc
94,472$3.8M2.5%ETFLowFlagstaff, AZ2026-10-13
Chicago Partners Investment Group LLC
92,600$3.4M0.1%GARPLowChicago, IL2026-10-27
Signature Resources Capital Management, LLC
92,099$3.7M1.5%ETFLowNewport Beach, CA2026-10-16
Waterfront Wealth Inc.
91,535$3.5M0.6%ValueLowOverland Park, KS2026-11-03
Citigroup Inc
90,821$3.6M0.0%CoreMediumNew York, NY2026-11-04
Jnba Financial Advisors
88,305$3.5M0.3%ETFMediumBloomington, MN2026-11-03
Axxcess Wealth Management, LLC
87,620$3.5M0.1%CoreLowCarlsbad, CA2026-10-21
Abacus Planning Group, Inc.
86,552$3.4M0.4%ETFLowColumbia, SC2026-11-02
Abel Hall, LLC
84,033$3.3M0.6%CoreMediumBaton Rouge, LA2026-10-19
CFS Investment Advisory Services, LLC
81,444$3.3M0.2%ETFMediumTotowa, NJ2026-10-19
Cogent Strategic Wealth LLC
81,267$3.2M3.1%ETFLowChicago, IL2026-10-22
Essential Planning, Llc.
80,776$3.2M0.9%ETFLowPortsmouth, NH2026-10-21
BluePrint Investing LLC
80,300$3.2M2.5%ETFLowSan Francisco, CA2026-10-14
Root Financial Partners, LLC
77,188$3.1M0.1%ETFMediumEncinitas, CA2026-10-21
ShankerValleau Wealth Advisors, Inc.
77,069$3.1M0.8%ETFVery LowSkokie, IL2026-10-16
Austin Asset Management Co Inc
74,600$3.0M0.4%ETFVery LowAustin, TX2026-10-29
EverSource Wealth Advisors, LLC
73,980$2.9M0.1%CoreMediumBirmingham, AL2026-11-04
Austin Wealth Management, LLC
73,822$2.9M0.6%ETFVery LowAustin, TX2026-11-06
Signature Estate & Investment Advisors LLC
72,916$2.9M0.1%ETFMediumLos Angeles, CA2026-10-13
Bdfs Capital LLC
72,053$2.9M1.4%ETFLowRehoboth Beach, DE2026-10-14
M Holdings Securities, Inc.
71,283$2.6K0.0%ETFHighPortland, OR2026-11-03
Visionary Wealth Advisors
67,644$2.7M0.1%ETFLowO'Fallon, IL2026-11-04
Keyes, Stange & Wooten Wealth Management, LLC
64,253$2.6M1.2%ETFVery LowDaytona Beach, FL2026-11-03
Merit Financial Group, LLC
62,635$2.5M0.0%ETFLowAlpharetta, GA2026-11-06
Kestra Private Wealth Services, LLC
62,208$2.5M0.0%GrowthLowAustin, TX2026-11-06
Entrust Financial LLC
61,856$2.5M1.2%ETFLowWayne, PA2026-11-04
Index Fund Advisors, Inc.
61,174$2.4M0.1%ETFVery LowIrvine, CA2026-11-05
Warburton Capital Management, LLC
60,476$2.2M0.8%ETFVery LowTulsa, OK2026-11-06
Perigon Wealth Management, LLC
58,731$2.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Indivisible Partners
58,181$2.3M0.1%GrowthMediumClearwater, FL2026-10-26
Liberty Capital Management, Inc.
57,513$2.3M0.4%CoreVery LowBirmingham, MI2026-11-02
Sprinkle Financial Consultants LLC
57,174$2.3M0.9%ETFLowLittleton, CO2026-10-09
Breakwater Capital Group
55,631$2.2M0.3%ETFLowParamus, NJ2026-10-09
Veratis Advisors, Inc.
55,567$2.2M1.7%ETFN/ACary, NC2026-11-03
Security Financial Services, Inc.
55,158$2.2M0.3%ETFMediumFort Wayne, IN2026-10-29
SAX Wealth Advisors, LLC
54,163$2.2M0.1%ETFVery LowParsippany, NJ2026-10-13
Selective Wealth Management, Inc.
53,987$2.1M0.5%ETFLowForest, VA2026-10-16
Navigate Wealth Management, LLC
53,975$2.2M1.3%ETFLowBirmingham, AL2026-10-14
Lodestone Wealth Management LLC
52,730$2.1M0.7%CoreLowSpokane, WA2026-10-14
W.H. Cornerstone Investments Inc.
52,556$2.1M1.2%CoreLowKingston, MA2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
51,852$2.1M0.0%ETFLowMinneapolis, MN2026-10-14
Tennessee Valley Asset Management Partners
50,228$2.0M0.2%ETFLowKnoxville, TN2026-11-03
Ariadne Wealth Management, LP
48,757$1.9M0.8%CoreLowSanta Barbara, CA2026-11-06
Entrewealth, LLC
48,682$1.9M0.7%ETFLowAustin, TX2026-10-14
Ballast Financial Advisors LLC
48,494$1.9M1.8%ETFVery LowWest Chester, PA2026-10-26
Vestment Financial LLC
47,434$1.9M0.8%ETFVery LowChanhassen, MN2026-10-13
Core Wealth Management, Inc.
47,065$1.9M0.6%ETFVery LowJupiter, FL2026-10-22
Torren Management, LLC
46,933$1.9M0.9%ETFMediumSan Diego, CA2026-10-29
Approach Retirement Advisors, LLC
46,329$1.8M1.4%ETFLowVestavia, AL2026-10-22
Enzi Wealth
44,039$1.7M0.5%ETFMediumAustin, TX2026-10-14
KFG LLC
42,429$1.7M1.1%ETFN/ARapid City, SD2026-11-02
Meritas Wealth Management, LLC
42,318$1.7M0.6%ETFVery LowSan Rafael, CA2026-10-14
Poinciana Advisors Group, LLC
42,254$1.7M1.3%ETFMediumPalm Beach Gardens, FL2026-11-06
Granville Capital, Inc.
41,892$1.7M0.7%ETFVery LowGreensboro, NC2026-11-05
Canvas Wealth Advisors, LLC
41,852$1.6M0.2%GrowthLowShawnee, KS2026-11-02
Wedmont Private Capital
41,103$1.6M0.0%IndexVery LowWest Chester, PA2026-10-09
Triad Wealth Partners, LLC
40,663$1.6M0.1%ETFMediumLawrence, KS2026-10-26
Brookstone Capital Management
38,610$1.5M0.0%ETFMediumWheaton, IL2026-10-22
First Financial Group Corp
38,535$1.5M1.2%ETFLowRaleigh, NC2026-10-22
Gemmer Asset Management LLC
38,378$1.5M0.1%ETFLowWalnut Creek, CA2026-10-16
Integras Partners LLC
37,851$1.5M0.8%CoreLowAlpharetta, GA2026-10-30
Live Oak Private Wealth LLC
35,820$1.4M0.2%ValueLowWilmington, NC2026-11-02
RED Lighthouse Investment Management, LLC
35,788$1.4M0.4%ETFVery LowHillsdale, NY2026-11-02
Two West Capital Advisors LLC
34,722$1.4M0.7%ETFLowOverland Park, KS2026-10-15
25 LLC
33,914$1.3M0.4%ETFLowSt. Louis, MO2026-10-13
Belleair Asset Management, LLC
33,762$1.3M1.1%ETFVery LowBelleair Bluffs, FL2026-11-03
Beacon Financial Advisory LLC
33,365$1.3M0.3%ETFLowCleveland, OH2026-10-16
Sensenig Capital Advisors, Inc
33,259$1.3M1.2%ETFLowCollegeville, PA2026-10-23
Bayshore Asset Management, LLC
31,566$1.3M0.4%ETFVery LowCoral Gables, FL2026-11-03
Clear Creek Financial Management, LLC
31,392$1.2M0.1%ETFMediumSilverdale, WA2026-10-28
Dala Group, LLC
30,470$1.2M0.9%ETFMediumHoffman Estates, IL2026-10-29
Five Oceans Advisors
29,561$1.2M0.4%ETFVery LowCarlsbad, CA2026-10-22
Werba Rubin Papier Wealth Management
28,713$1.1M0.1%ETFLowSan Jose, CA2026-11-06
Firethorn Wealth Partners, LLC
27,942$1.1M0.4%ETFLowAugusta, GA2026-10-14
RF&L Wealth Management, LLC
27,937$1.1M0.7%ETFVery LowActon, MA2026-10-20
Legacy Capital Wealth Partners, LLC
26,816$1.1M0.2%CoreMediumLittle Rock, AR2026-10-21
Altiora Financial Group, LLC
26,732$1.1M0.2%ETFLowLebanon, OH2026-11-04
Graves Light Lenhart Wealth, Inc.
26,720$1.1M0.1%ETFVery LowHarrisonburg, VA2026-10-09
Lauterbach Financial Advisors, LLC
26,121$1.0M0.4%ETFVery LowEl Paso, TX2026-10-21
Florida Trust Wealth Management Co
26,057$1.0M0.0%CoreVery LowSanibel, FL2026-11-05
Global Financial Private Client, LLC
25,364$1.0M0.3%GrowthLowSarasota, FL2026-10-15
Signaturefd, LLC
24,809$985.4K0.0%IndexLowAtlanta, GA2026-10-23
Wealthcare Advisory Partners LLC
24,665$979.7K0.0%ETFLowWest Chester, PA2026-10-21
Burney Co/
24,194$961.0K0.0%GARPMediumReston, VA2026-10-15
marrick wealth, LLC
23,984$952.6K0.7%ETFVery LowIrvine, CA2026-10-20
Prospera Financial Services Inc
23,167$844.2K0.0%CoreMediumDallas, TX2026-11-04
Tred Avon Family Wealth, LLC
22,586$897.1K0.3%CoreLowEaston, MD2026-10-20
Blossom Wealth Management
22,381$889.0K1.2%GrowthLowSan Ramon, Ca, CA2026-11-03
Ridgeline Wealth, LLC
21,830$861.4K0.5%ETFVery LowMesa, AZ2026-10-14
Higgins & Schmidt Wealth Strategies LLC
21,809$866.3K0.4%ETFLowDenver, CO2026-10-26
Joel Isaacson & Co., LLC
21,711$862.4K0.0%ETFVery LowNew York, NY2026-11-05
GEM Asset Management, LLC
20,420$811.1K0.3%ETFLowPlymouth, MI2026-10-13
E6 Portfolios, LLC
19,953$792.5K0.6%ETFLowMidvale, UT2026-10-26
USAdvisors Wealth Management, LLC
19,943$792.0K0.9%ETFLowEden Prairie, MN2026-10-21
Oath Planning, LLC
19,473$773.5K0.5%ETFVery LowTulsa, OK2026-10-20
Ashton Thomas Private Wealth, LLC
19,423$771.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Andrews, Lucia Wealth Management LLC
19,144$760.4K0.4%ETFVery LowDanville, CA2026-11-02
McCarley & Cook Financial Planners
18,968$753.4K0.6%ETFLowCincinnati, OH2026-10-21
Opulen Financial Group LLC
18,752$744.8K0.5%ETFVery LowArlington, VA2026-10-22
Quad-Cities Investment Group, LLC
18,481$734.1K0.3%CoreLowDavenport, IA2026-10-16
Oceanside Advisors LLC
18,056$717.2K0.4%ETFVery LowMount Pleasant, SC2026-11-03
Cogent Private Wealth, Inc.
17,204$683.3K0.4%ETFMediumOrlando, FL2026-11-06
Gordian Advisors LLC
16,561$657.8K0.4%ETFVery LowTucson, AZ2026-10-30
Garde Capital, Inc.
16,265$646.0K0.0%ETFLowSeattle, WA2026-10-29
Seven Mile Advisory
16,208$643.8K0.4%GrowthLowTallahassee, FL2026-10-22
Tortoise Investment Management, LLC
15,960$633.9K0.0%ETFLowWhite Plains, NY2026-11-06
Wealth Management Nebraska
15,927$632.6K0.1%ETFLowNorfolk, NE2026-10-26
Valeo Financial Advisors, LLC
14,800$587.8K0.0%ETFLowCarmel, IN2026-10-08
Amicus Financial Advisors, LLC
14,486$575.4K0.1%ETFLowLubbock, TX2026-11-03
True Wealth Design, LLC
14,438$573.5K0.1%ETFMediumAkron, OH2026-10-13
NorthCrest Asset Manangement, LLC
14,420$570.7K0.0%GrowthLowPlymouth, MN2026-10-13
LAM Group, Inc.
14,305$568.2K0.3%ETFVery LowLake Oswego, OR2026-10-26
Donalies Financial Planning, LLC
13,601$540.2K0.4%ETFVery LowWashington, DC2026-10-19
Morling Financial Advisors, LLC
13,596$540.0K0.1%ETFLowFremont, CA2026-10-28
Investmark Advisory Group LLC
12,748$506.4K0.2%ETFVery LowShelton, CT2026-10-27
Aurelius Family Office LLC
12,376$491.6K0.2%ETFVery LowBedford, NH2026-10-23
Fonville Wealth Management LLC
12,344$490.3K0.1%ETFVery LowRichmond, VA2026-10-28
Diversify Wealth Management, LLC
12,303$473.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
12,303$473.2K0.0%GrowthLowSandy, UT2026-10-20
McGrath & Associates, Inc.
12,195$484.4K0.5%ETFMediumAsheville, NC2026-10-27
Citizens & Northern Corp
12,122$481.5K0.1%CoreLowWellsboro, PA2026-11-06
Schulz Wealth, Ltd.
11,762$467.2K0.2%ETFVery LowMansfield, TX2026-11-03
Apollon Financial, LLC
11,587$460.2K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Magnus Financial Group LLC
11,066$439.5K0.0%ETFLowNew York, NY2026-10-21
Prime Capital Investment Advisors, LLC
10,864$431.5K0.0%ETFLowOverland Park, KS2026-10-20
Tcfg Investment Advisors, LLC
10,863$431.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Compass Ion Advisors, LLC
10,838$430.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Freedom Day Solutions, LLC
10,738$426.5K0.1%CoreLowHouston, TX2026-10-20
Tranquility Partners, LLC
10,634$422.4K0.1%CoreLowBrentwood, TN2026-10-20
Avidian Wealth Enterprises, LLC
10,383$412.4K0.0%ETFLowHouston, TX2026-10-08
Mustard Seed Financial, LLC
10,374$412.1K0.2%ETFLowMagnolia, AR2026-10-30
Signal Advisors Wealth, LLC
9,986$396.6K0.0%ETFLowDetroit, MI2026-10-13
Riverbend Wealth Management, LLC
9,776$388.3K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Venture Visionary Partners LLC
9,678$384.4K0.0%CoreLowSylvania, OH2026-10-07
Concord Wealth Partners
9,641$382.9K0.0%GrowthLowAbingdon, VA2026-11-02
Boyce & Associates Wealth Consulting, Inc.
9,541$379.0K0.2%ETFMediumCedar Park, TX2026-10-14
Disciplined Equity Management, Inc.
9,520$378.1K0.2%ETFVery LowNeptune Beach, FL2026-10-14
Facet Wealth, Inc.
9,430$374.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Regions Financial Corp
9,064$360.0K0.0%CoreLowBirmingham, AL2026-11-05
Baker Tilly Wealth Management, LLC
8,775$348.5K0.1%GrowthLowMadison, WI2026-10-05
Tandemgrowth Financial Advisors LLC
8,773$348.5K0.3%ETFVery LowAlpharetta, GA2026-11-05
Clearstead Advisors, LLC
8,417$334.3K0.0%ETFLowCleveland, OH2026-11-06
Naples Global Advisors, LLC
8,384$333.0K0.0%CoreVery LowNaples, FL2026-11-05
Triune Financial Partners, LLC
8,205$325.9K0.1%ETFVery LowOverland Park, KS2026-11-03
Omni 360 Wealth, Inc.
7,681$305.1K0.1%ETFLowPlainsboro, NJ2026-10-13
Park Edge Advisors, LLC
7,532$299.2K0.1%CoreMediumCleveland, OH2026-10-28
Wealthcare Capital Management LLC
7,350$291.9K0.0%ETFVery LowRichmond, VA2026-10-21
Patriot Financial Group Insurance Agency, LLC
7,105$282.2K0.0%GrowthLowWalpole, MA2026-10-14
Babb Wealth Advisors LLC
6,993$277.8K0.1%ETFVery LowFlagstaff, AZ2026-10-30
Sunpointe, LLC
6,938$275.6K0.1%GrowthMediumSt. Louis, MO2026-10-22
Maryland Capital Advisors Inc.
6,869$272.8K0.1%ETFVery LowChester, MD2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
6,831$260.3K0.1%ETFLowThe Woodlands, TX2026-10-21
IFP Advisors, Inc
6,779$269.3K0.0%GrowthLowTampa, FL2026-10-16
Websterrogers Financial Advisors, LLC
6,561$260.6K0.1%ETFVery LowFlorence, SC2026-11-02
StoneX Group Inc.
6,386$250.1K0.0%ETFMediumNew York, NY2026-11-03
Summit Wealth Group LLC / Co
6,384$253.6K0.0%ETFHighColorado Springs, CO2026-10-29
Strategic Blueprint, LLC
6,339$251.8K0.0%ETFLowAtlanta, GA2026-10-22
Stirlingshire Investments, Inc.
6,335$251.6K0.2%ETFMediumNew York, NY2026-11-05
Private Trust Co NA
6,282$249.5K0.0%CoreLowCleveland, OH2026-10-20
Quantum Financial Advisors, LLC
6,231$247.5K0.0%ETFLowSanta Monica, CA2026-11-03
VestGen Advisors, LLC
6,090$241.9K0.0%GrowthMediumChicago, IL2026-10-27
Frankly Finances, LLC
5,980$237.5K0.2%ETFVery LowWinter Park, FL2026-10-28
SYM Financial Corp
5,893$234.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Old Peak Finance LLC
5,849$232.3K0.1%ETFVery LowChapel Hill, NC2026-11-02
Bedel Financial Consulting, Inc.
5,832$231.6K0.0%Agg GrowthVery LowIndianapolis, IN2026-11-06
Mesirow Financial Investment Management, Inc.
5,599$222.4K0.0%CoreLowChicago, IL2026-11-05
Doliver Advisors, LP
5,400$214.5K0.0%GARPLowHouston, TX2026-10-01
Greenwood Capital Associates LLC
5,382$213.8K0.0%CoreMediumGreenwood, SC2026-10-27
Prosperity Advisers, LLC
5,367$213.2K0.1%ETFVery LowHorsham, PA2026-10-28
True North Advisors, LLC
5,248$208.5K0.0%CoreMediumDallas, TX2026-10-22
Glass Jacobson Investment Advisors llc
5,218$207.3K0.1%ETFLowOwings Mills, MD2026-10-26
Hoxton Planning & Management, LLC
5,100$202.6K0.1%ETFLowShepherdstown, WV2026-10-15
DBK Financial Counsel, LLC
5,075$201.6K0.2%ETFVery LowCuyahoga Falls, OH2026-10-13
UMB Bank, n.a.
4,731$187.9K0.0%CoreLowKansas City, MO2026-11-06
Community Bank, N.A.
4,336$172.2K0.0%CoreVery LowDewitt, NY2026-11-06
Physician Wealth Advisors, Inc.
4,229$168.0K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
4,226$167.9K0.0%GrowthMediumMclean, VA2026-10-30
Elevation Wealth Partners, LLC
4,130$164.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Assetmark, Inc
3,469$137.8K0.0%ETFLowConcord, CA2026-10-21
Fifth Third Bancorp
3,130$124.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Keystone Financial Group, Inc.
2,745$109.0K0.1%ETFLowAtlanta, GA2026-10-13
MTM Investment Management, LLC
2,577$102.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
PNC Financial Services Group, Inc.
2,437$96.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ares Financial Consulting, LLC
2,194$87.1K0.1%CoreLowCalabasas, CA2026-10-19
Stone House Investment Management, LLC
2,142$85.1K0.0%ETFMediumTunkhannock, PA2026-10-23
Parkside Financial Bank & Trust
1,899$75.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Reyes Financial Architecture, Inc.
1,897$75.3K0.0%ETFVery HighSan Diego, CA2026-10-22
AlphaCore Capital LLC
1,405$55.8K0.0%ETFLowLa Jolla, CA2026-11-04
Washington Trust Advisors, Inc.
1,143$45.4K0.0%GrowthLowWellesley, MA2026-10-22
Kennebec Savings Bank
1,125$44.7K0.0%CoreLowAugusta, ME2026-10-22
Acumen Wealth Advisors, LLC
1,094$43.5K0.0%GrowthHighChattanooga, TN2026-11-05
Morton Brown Family Wealth, LLC
1,060$42.1K0.0%ETFVery LowAllentown, PA2026-10-23
BankChampaign, National Association
1,003$39.8K0.0%GrowthMediumChampaign, IL2026-10-19
Birchwood Financial Partners, Inc.
933$37.1K0.0%ETFVery LowBloomington, MN2026-11-02
Hazlett, Burt & Watson, Inc.
917$29.0K0.0%CoreVery LowWheeling, WV2026-11-04
Prudent Man Investment Management, Inc.
886$35.2K0.0%ETFVery LowLouisville, CO2026-11-03
Pinnacle Bancorp, Inc.
819$32.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
713$28.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Tower Trust & Investment Co
681$27.0K0.0%GrowthLowDavenport, IA2026-10-28
Ascentis Independent Advisors
525$20.9K0.0%ETFLowDallas, TX2026-11-03
Elevate Wealth Advisory, Inc
492$19.5K0.0%ETFVery LowAthens, GA2026-10-29
RHL Group, LLC
438$17.4K0.0%ETFVery HighHolly, MI2026-11-04
Nova Financial LLC
363$14.4K0.0%N/AN/ATucson, AZ2026-11-04
Larson Financial Group LLC
325$12.9K0.0%GrowthLowSt Louis, MO2026-11-05
Gables Capital Management Inc.
287$11.4K0.0%GrowthVery LowMiami, FL2026-11-04
Balance Wealth Partners LLC
269$10.7K0.0%ETFMediumWorthington, OH2026-10-27
Coston, McIsaac & Partners
225$9.0K0.0%YieldVery LowBar Harbor, ME2026-11-06
CoreCap Advisors, LLC
203$8.1K0.0%ETFMediumSouthfield, MI2026-10-08
Godsey & Gibb, Inc
171$6.8K0.0%CoreLowRichmond, VA2026-10-14
Cherry Tree Wealth Management, LLC
146$5.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Archer Investment Corp
140$5.6K0.0%CoreMediumCarmel, IN2026-11-05
Silver Grove Financial Group, Inc.
101$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Buck Wealth Strategies, LLC
85$3.4K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
79$3.1K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
54$2.1K0.0%IndexLowMinneapolis, MN2026-11-05
Key Capital Management, Inc
41$1.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Bay Harbor Wealth Management, LLC
31$1.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Global Trust Asset Management, LLC
30$1.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Rydar Equities, Inc.
26$1.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Hurley Capital, LLC
22$9120.0%GARPMediumNew York, NY2026-11-05
Compass Financial Management LLC
11$4370.0%CoreN/ATampa, FL2026-10-30
Blue Trust, Inc.
1$400.0%ETFLowBrentwood, TN2026-10-15