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Dimensional Emrg Mrkt VAL (DFEV)

CUSIP: 25434V740 | NYSE | 411 institutional holders

Quarters

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

Asset Dedication, LLC2,494,496
6.5% of portfolio›$105.8M
Savant Capital, LLC2,068,955
0.3% of portfolio›$87.7M
Ritholtz Wealth Management1,470,892
0.9% of portfolio›$62.4M
Root Financial Partners, LLC1,464,631
2.1% of portfolio›$62.1M
Vise Technologies, Inc.1,458,447
0.5% of portfolio›$61.8M
B&D White Capital Company, LLC812,678
3.3% of portfolio›$34.5M
Sensible Money, LLC778,155
8.5% of portfolio›$33.0M
True Wealth Design, LLC694,070
6.9% of portfolio›$29.4M
Marquette Asset Management, LLC670,713
3.7% of portfolio›$28.4M
Family Investment Center, Inc.618,208
4.3% of portfolio›$26.2M
Evanson Financial, LLC583,200
1.2% of portfolio›$24.7M
NorthAvenue LLC541,622
16.2% of portfolio›$23.0M
Index Fund Advisors, Inc.519,844
0.9% of portfolio›$22.0M
Cambridge Financial Group, LLC505,917
6.8% of portfolio›$21.6M
Strata Wealth Advisors, LLC466,305
4.6% of portfolio›$19.8M
Eagle Wealth Strategies LLC464,151
7.5% of portfolio›$19.7M
Graves Light Lenhart Wealth, Inc.332,966
1.3% of portfolio›$14.1M
Guardian Wealth Management, LLC310,078
3.7% of portfolio›$13.1M
Financial Architects, LLC262,320
5.7% of portfolio›$11.1M
Blume Capital Management, Inc.258,297
1.6% of portfolio›$11.0M
SAX Wealth Advisors, LLC219,411
0.3% of portfolio›$9.3M
Vestia Personal Wealth Advisors213,148
3.4% of portfolio›$9.0M
Mills Wealth Advisors LLC211,575
2.8% of portfolio›$9.0M
Tortoise Investment Management, LLC201,455
0.6% of portfolio›$8.5M
Apella Capital, LLC199,877
0.1% of portfolio›$8.6M
DiNuzzo Private Wealth, Inc.193,811
0.8% of portfolio›$8.2M
Truist Financial Corp191,512
0.0% of portfolio›$8.1M
Sterling Financial Planning, Inc.174,796
2.0% of portfolio›$7.4M
United Asset Strategies, Inc.167,862
0.5% of portfolio›$7.1M
Laurel Wealth Planning LLC165,338
3.0% of portfolio›$7.0M
Integrity Advisory Solutions, LLC163,988
0.7% of portfolio›$7.0M
United Wealth Management, LLC162,278
1.8% of portfolio›$6.9M
Breakwater Capital Group159,781
0.8% of portfolio›$6.8M
Farther Finance Advisors, LLC148,957
0.0% of portfolio›$6.3M
Timonier Family Office, Ltd.148,466
2.2% of portfolio›$6.3M
Versant Capital Management, Inc147,842
0.5% of portfolio›$6.3M
Creative Planning146,107
0.0% of portfolio›$6.2M
Maryland Capital Advisors Inc.125,584
1.7% of portfolio›$5.3M
Parkshore Wealth Management, Inc.118,574
1.3% of portfolio›$5.0M
Commonwealth Equity Services, LLC117,769
0.0% of portfolio›$5.0M
Mission Wealth Management, LP114,086
0.1% of portfolio›$4.8M
Chicago Partners Investment Group LLC104,719
0.1% of portfolio›$4.2M
Integrity Alliance, Llc.104,563
0.1% of portfolio›$4.4M
Foundry Financial LLC100,211
1.3% of portfolio›$4.2M
Davenport & Co LLC98,939
0.0% of portfolio›$4.2M
Wealth Advisors Northwest LLC96,621
1.4% of portfolio›$4.1M
Golden Bell Financial Planning LLC95,335
3.0% of portfolio›$4.0M
Astra Wealth Partners LLC89,251
2.1% of portfolio›$3.8M
Verum Partners LLC89,100
0.6% of portfolio›$3.8M
Valeo Financial Advisors, LLC87,469
0.1% of portfolio›$3.7M
LAM Group, Inc.81,225
1.7% of portfolio›$3.4M
Allworth Financial LP79,012
0.0% of portfolio›$3.4M
Glass Jacobson Investment Advisors llc78,588
1.0% of portfolio›$3.3M
Squire Investment Management Company, LLC71,536
0.7% of portfolio›$3.0M
ARK & TLK Investments, LLC71,350
0.7% of portfolio›$3.0M
Abel Hall, LLC57,897
0.4% of portfolio›$2.5M
McGrath & Associates, Inc.55,611
2.6% of portfolio›$2.4M
Park Avenue Securities LLC53,156
0.0% of portfolio›$2.3M
Boyce & Associates Wealth Consulting, Inc.52,755
1.4% of portfolio›$2.2M
CSP Financial Group, LLC52,694
2.3% of portfolio›$2.2M
Spire Wealth Management50,489
0.1% of portfolio›$2.1M
Porter White Investment Advisors, Inc.49,891
1.3% of portfolio›$2.1M
Porter White Investment Advisors, Inc.49,891
1.3% of portfolio›$2.1M
Tennessee Valley Asset Management Partners49,363
0.2% of portfolio›$2.1M
Triumph Capital Management47,966
0.4% of portfolio›$2.0M
Kestra Advisory Services, LLC45,951
0.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.43,417
0.0% of portfolio›$1.8M
LPL Financial LLC42,494
0.0% of portfolio›$1.8M
Perigon Wealth Management, LLC42,369
0.0% of portfolio›$1.8M
Acorn Wealth Advisors, LLC39,695
0.4% of portfolio›$1.7M
Matisse Capital38,000
0.6% of portfolio›$1.6M
Citigroup Inc37,192
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC36,149
0.0% of portfolio›$1.5M
Three Arch Wealth Management LLC35,680
0.2% of portfolio›$1.5M
Clark Asset Management, LLC33,803
0.1% of portfolio›$1.4M
EnRich Financial Partners LLC32,306
0.3% of portfolio›$1.4M
Kane Co Wealth Management, Inc.31,469
1.1% of portfolio›$1.3M
BOS Asset Management, LLC29,376
0.3% of portfolio›$1.2M
Oceanside Advisors LLC29,302
0.8% of portfolio›$1.2M
E6 Portfolios, LLC29,278
0.9% of portfolio›$1.2M
Forum Financial Management, LP28,715
0.0% of portfolio›$1.2M
AA Financial Advisors, LLC28,686
0.1% of portfolio›$1.2M
Mattern Capital Management, LLC27,195
0.1% of portfolio›$1.2M
SFM, LLC d/b/a Sweeney Financial Advisors25,426
0.5% of portfolio›$1.1M
Altiora Financial Group, LLC22,676
0.2% of portfolio›$961.5K
Alpha Advisors, LLC21,437
0.7% of portfolio›$909.0K
Gibson Capital, LLC21,324
0.2% of portfolio›$904.1K
Tranquility Partners, LLC21,144
0.3% of portfolio›$896.5K
International Private Wealth Advisors LLC20,506
0.4% of portfolio›$869.5K
Good Harbor Advisors, Inc.20,179
0.8% of portfolio›$855.6K
JFS Wealth Advisors, LLC19,929
0.0% of portfolio›$845.0K
Brookstone Capital Management19,058
0.0% of portfolio›$808.1K
Wealth Management Nebraska18,071
0.1% of portfolio›$766.2K
Unison Advisors LLC18,005
0.1% of portfolio›$763.4K
Moisand Fitzgerald Tamayo, LLC17,854
0.1% of portfolio›$757.0K
Family CFO Inc17,336
0.3% of portfolio›$735.0K
Pettinga Financial Advisors LLC17,250
0.1% of portfolio›$731.4K
EverSource Wealth Advisors, LLC16,889
0.0% of portfolio›$716.1K
Two West Capital Advisors LLC16,629
0.4% of portfolio›$709.2K
Fiduciary Financial Group, LLC15,941
0.1% of portfolio›$675.9K
Factor Wealth Management LTD15,494
0.1% of portfolio›$656.9K
Bdfs Capital LLC14,817
0.3% of portfolio›$628.2K
SwitchPoint Financial Planning, LLC13,697
0.3% of portfolio›$580.8K
Pacific Asset Management, LLC13,025
0.3% of portfolio›$552.3K
Triad Wealth Partners, LLC12,822
0.0% of portfolio›$543.6K
Choreo, LLC12,748
0.0% of portfolio›$540.5K
Outbound Financial Inc12,730
0.3% of portfolio›$539.7K
First Financial Group Corp12,612
0.4% of portfolio›$534.8K
Opus Financial Solutions LLC12,448
0.5% of portfolio›$527.8K
Signaturefd, LLC11,433
0.0% of portfolio›$484.8K
Firethorn Wealth Partners, LLC11,299
0.2% of portfolio›$479.1K
Capital Wealth Management, LLC10,878
0.1% of portfolio›$461.2K
Approach Retirement Advisors, LLC10,743
0.3% of portfolio›$455.5K
Global Financial Private Client, LLC10,458
0.1% of portfolio›$443.4K
Canvas Wealth Advisors, LLC10,269
0.1% of portfolio›$416.3K
Merit Financial Group, LLC10,155
0.0% of portfolio›$430.6K
Foundation Wealth Management, Llc\pa10,125
0.1% of portfolio›$429.3K
BIP Wealth, LLC9,862
0.0% of portfolio›$418.1K
Rockwood Wealth Management, LLC9,818
0.0% of portfolio›$416.3K
Sutton Place Investors LLC9,698
0.2% of portfolio›$411.2K
McMill Wealth Management9,303
0.1% of portfolio›$394.4K
PNC Financial Services Group, Inc.9,084
0.0% of portfolio›$385.2K
Mraz, Amerine & Associates, Inc.9,070
0.1% of portfolio›$384.6K
Wingate Wealth Advisors, Inc.8,661
0.2% of portfolio›$367.2K
Cypress Financial Planning LLC8,523
0.1% of portfolio›$361.4K
Diversified Portfolios, Inc.8,452
0.0% of portfolio›$358.4K
Crescent Grove Advisors, LLC8,118
0.0% of portfolio›$344.2K
McCarley & Cook Financial Planners8,069
0.3% of portfolio›$342.1K
Concurrent Investment Advisors, LLC7,944
0.0% of portfolio›$336.8K
TBH Global Asset Management, LLC7,890
0.1% of portfolio›$334.5K
Willow Creek Wealth Management Inc.7,808
0.0% of portfolio›$331.1K
RCS Financial Planning, LLC7,358
0.2% of portfolio›$312.0K
RAM Investment Partners, LLC6,958
0.0% of portfolio›$295.0K
Gemmer Asset Management LLC6,887
0.0% of portfolio›$292.0K
Carlton Hofferkamp & Jenks Wealth Management, LLC6,784
0.1% of portfolio›$276.8K
Prospera Financial Services Inc6,485
0.0% of portfolio›$257.6K
Financial Harvest, LLC6,285
0.1% of portfolio›$266.5K
Modera Wealth Management, LLC6,052
0.0% of portfolio›$256.6K
Montag A & Associates Inc6,035
0.0% of portfolio›$255.9K
Vestor Capital, LLC5,702
0.0% of portfolio›$210
Granville Capital, Inc.5,622
0.1% of portfolio›$238.4K
Freedom Day Solutions, LLC5,547
0.1% of portfolio›$235.2K
Shearwater Capital LLC5,314
0.1% of portfolio›$225.3K
Vista Capital Partners, Inc.5,136
0.0% of portfolio›$217.8K
Lazari Capital Management, Inc.4,974
0.1% of portfolio›$210.9K
Vilga Financial Planning LLC4,874
0.1% of portfolio›$206.7K
Del-Sette Capital Management, LLC4,843
0.1% of portfolio›$205.2K
Tcfg Investment Advisors, LLC4,794
0.1% of portfolio›$203.3K
Phillips Financial Management, LLC4,538
0.0% of portfolio›$192.4K
Elevate Wealth Advisory, Inc3,644
0.1% of portfolio›$154.5K
Ares Financial Consulting, LLC3,480
0.1% of portfolio›$147.6K
Ascentis Independent Advisors3,460
0.0% of portfolio›$146.9K
RHL Group, LLC3,242
0.1% of portfolio›$137.5K
Rachor Investment Advisory Services, LLC2,924
0.1% of portfolio›$124.0K
Jacobi Capital Management LLC2,690
0.0% of portfolio›$114.1K
Fifth Third Bancorp2,277
0.0% of portfolio›$96.5K
DecisionPoint Financial, LLC1,996
0.0% of portfolio›$84.6K
Physician Wealth Advisors, Inc.1,631
0.0% of portfolio›$69.2K
Bullock Wealth Management Group1,244
0.0% of portfolio›$52.7K
Ashton Thomas Private Wealth, LLC1,061
0.0% of portfolio›$45.0K
Angeles Wealth Management, LLC933
0.0% of portfolio›$39.6K
Cherry Tree Wealth Management, LLC454
0.0% of portfolio›$19.3K
Your Advocates Ltd., LLP427
0.0% of portfolio›$18.1K
GoalVest Advisory LLC411
0.0% of portfolio›$17.4K
Balance Wealth Partners LLC377
0.0% of portfolio›$16.0K
Concord Wealth Partners349
0.0% of portfolio›$14.8K
Register Financial Advisors LLC250
0.0% of portfolio›$10.6K
Clearstead Advisors, LLC220
0.0% of portfolio›$9.4K
Assetmark, Inc216
0.0% of portfolio›$9.2K
1620 Investment Advisors, Inc.190
0.0% of portfolio›$8.1K
Lodestone Wealth Management LLC184
0.0% of portfolio›$7.8K
IFP Advisors, Inc177
0.0% of portfolio›$7.5K
Archer Investment Corp140
0.0% of portfolio›$5.9K
CX Institutional132
0.0% of portfolio›$6
Coston, McIsaac & Partners113
0.0% of portfolio›$4.8K
Rosenberg Matthew Hamilton106
0.0% of portfolio›$4.5K
Tounjian Advisory Partners, LLC105
0.0% of portfolio›$4.4K
Parkside Financial Bank & Trust99
0.0% of portfolio›$4.2K
CoreCap Advisors, LLC95
0.0% of portfolio›$4.0K
Russell Investments Group, Ltd.37
0.0% of portfolio›$1.6K
Lanark Financial, Inc.12
0.0% of portfolio›$509
Quest 10 Wealth Builders, Inc.8
0.0% of portfolio›$339
Compass Financial Management LLC6
0.0% of portfolio›$254
StyleTurnoverLocationFiled
Asset Dedication, LLC
2,494,496$105.8M6.5%ETFLowSan Francisco, CA2026-11-03
Savant Capital, LLC
2,068,955$87.7M0.3%IndexVery LowRockford, IL2026-11-06
Ritholtz Wealth Management
1,470,892$62.4M0.9%IndexLowNew York, NY2026-11-05
Root Financial Partners, LLC
1,464,631$62.1M2.1%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
1,458,447$61.8M0.5%IndexLowNew York, NY2026-10-29
B&D White Capital Company, LLC
812,678$34.5M3.3%ETFHighLakeway, TX2026-11-02
Sensible Money, LLC
778,155$33.0M8.5%ETFVery LowScottsdale, AZ2026-10-20
True Wealth Design, LLC
694,070$29.4M6.9%ETFMediumAkron, OH2026-10-13
Marquette Asset Management, LLC
670,713$28.4M3.7%ETFVery LowMinneapolis, MN2026-10-09
Family Investment Center, Inc.
618,208$26.2M4.3%ETFMediumSaint Joseph, MO2026-10-19
Evanson Financial, LLC
583,200$24.7M1.2%ETFN/AMclean, VA2026-10-23
NorthAvenue LLC
541,622$23.0M16.2%ETFVery LowColumbus, OH2026-10-29
Index Fund Advisors, Inc.
519,844$22.0M0.9%ETFVery LowIrvine, CA2026-11-05
Cambridge Financial Group, LLC
505,917$21.6M6.8%ETFLowTucson, AZ2026-10-06
Strata Wealth Advisors, LLC
466,305$19.8M4.6%ETFLowDallas, TX2026-10-16
Eagle Wealth Strategies LLC
464,151$19.7M7.5%ETFVery LowMullica Hill, NJ2026-10-20
Graves Light Lenhart Wealth, Inc.
332,966$14.1M1.3%ETFVery LowHarrisonburg, VA2026-10-09
Guardian Wealth Management, LLC
310,078$13.1M3.7%ETFVery LowChattanooga, TN2026-10-14
Financial Architects, LLC
262,320$11.1M5.7%ETFLowWoodstock, GA2026-10-13
Blume Capital Management, Inc.
258,297$11.0M1.6%CoreMediumBerkeley, CA2026-10-26
SAX Wealth Advisors, LLC
219,411$9.3M0.3%ETFVery LowParsippany, NJ2026-10-13
Vestia Personal Wealth Advisors
213,148$9.0M3.4%ETFMediumFort Wayne, IN2026-10-20
Mills Wealth Advisors LLC
211,575$9.0M2.8%ETFMediumSouthlake, TX2026-10-22
Tortoise Investment Management, LLC
201,455$8.5M0.6%ETFLowWhite Plains, NY2026-11-06
Apella Capital, LLC
199,877$8.6M0.1%ETFVery LowWest Hartford, CT2026-10-08
DiNuzzo Private Wealth, Inc.
193,811$8.2M0.8%ETFLowBeaver, PA2026-10-16
Truist Financial Corp
191,512$8.1M0.0%CoreLowCharlotte, NC2026-10-30
Sterling Financial Planning, Inc.
174,796$7.4M2.0%ETFVery LowSparta, NJ2026-10-28
United Asset Strategies, Inc.
167,862$7.1M0.5%GrowthLowGarden City, NY2026-10-28
Laurel Wealth Planning LLC
165,338$7.0M3.0%ETFLowEdina, MN2026-11-02
Integrity Advisory Solutions, LLC
163,988$7.0M0.7%ETFMediumDallas, TX2026-10-29
United Wealth Management, LLC
162,278$6.9M1.8%ETFVery LowCharlottesville, VA2026-10-30
Breakwater Capital Group
159,781$6.8M0.8%ETFLowParamus, NJ2026-10-09
Farther Finance Advisors, LLC
148,957$6.3M0.0%IndexLowSan Francisco, CA2026-10-08
Timonier Family Office, Ltd.
148,466$6.3M2.2%ETFVery LowWinston Salem, NC2026-11-03
Versant Capital Management, Inc
147,842$6.3M0.5%GARPLowPhoenix, AZ2026-10-02
Creative Planning
146,107$6.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Maryland Capital Advisors Inc.
125,584$5.3M1.7%ETFVery LowChester, MD2026-10-15
Parkshore Wealth Management, Inc.
118,574$5.0M1.3%ETFLowGranite Bay, CA2026-10-13
Commonwealth Equity Services, LLC
117,769$5.0M0.0%ETFLowWaltham, MA2026-11-02
Mission Wealth Management, LP
114,086$4.8M0.1%ETFLowSanta Barbara, CA2026-10-15
Chicago Partners Investment Group LLC
104,719$4.2M0.1%GARPLowChicago, IL2026-10-27
Integrity Alliance, Llc.
104,563$4.4M0.1%ETFMediumUrbandale, IA2026-10-29
Foundry Financial LLC
100,211$4.2M1.3%ETFMediumPasadena, CA2026-10-16
Davenport & Co LLC
98,939$4.2M0.0%CoreMediumRichmond, VA2026-10-14
Wealth Advisors Northwest LLC
96,621$4.1M1.4%ETFLowPortland, OR2026-10-29
Golden Bell Financial Planning LLC
95,335$4.0M3.0%ETFVery LowAlpharetta, GA2026-11-02
Astra Wealth Partners LLC
89,251$3.8M2.1%ETFLowJersey City, NJ2026-11-06
Verum Partners LLC
89,100$3.8M0.6%ETFLowCharlotte, NC2026-10-21
Valeo Financial Advisors, LLC
87,469$3.7M0.1%ETFLowCarmel, IN2026-10-08
LAM Group, Inc.
81,225$3.4M1.7%ETFVery LowLake Oswego, OR2026-10-26
Allworth Financial LP
79,012$3.4M0.0%IndexLowFolsom, CA2026-11-06
Glass Jacobson Investment Advisors llc
78,588$3.3M1.0%ETFLowOwings Mills, MD2026-10-26
Squire Investment Management Company, LLC
71,536$3.0M0.7%ETFVery LowOrem, UT2026-11-03
ARK & TLK Investments, LLC
71,350$3.0M0.7%ETFLowOklahoma City, OK2026-10-20
Abel Hall, LLC
57,897$2.5M0.4%CoreMediumBaton Rouge, LA2026-10-19
McGrath & Associates, Inc.
55,611$2.4M2.6%ETFMediumAsheville, NC2026-10-27
Park Avenue Securities LLC
53,156$2.3M0.0%ETFMediumNew York, NY2026-10-26
Boyce & Associates Wealth Consulting, Inc.
52,755$2.2M1.4%ETFMediumCedar Park, TX2026-10-14
CSP Financial Group, LLC
52,694$2.2M2.3%ETFLowScottsdale, AZ2026-10-26
Spire Wealth Management
50,489$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Porter White Investment Advisors, Inc.
49,891$2.1M1.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
49,891$2.1M1.3%ETFVery LowBirmingham, AL2026-10-14
Tennessee Valley Asset Management Partners
49,363$2.1M0.2%ETFLowKnoxville, TN2026-11-03
Triumph Capital Management
47,966$2.0M0.4%ETFMediumDenver, CO2026-10-14
Kestra Advisory Services, LLC
45,951$1.9M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
43,417$1.8M0.0%ETFLowFairfield, IA2026-11-02
LPL Financial LLC
42,494$1.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Perigon Wealth Management, LLC
42,369$1.8M0.0%GrowthLowSan Francisco, CA2026-10-22
Acorn Wealth Advisors, LLC
39,695$1.7M0.4%ETFLowGrand Blanc, MI2026-10-19
Matisse Capital
38,000$1.6M0.6%ValueMediumPortland, OR2026-10-29
Citigroup Inc
37,192$1.6M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
36,149$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Three Arch Wealth Management LLC
35,680$1.5M0.2%ETFVery LowIrvine, CA2026-10-20
Clark Asset Management, LLC
33,803$1.4M0.1%ETFVery LowStratham, NH2026-10-19
EnRich Financial Partners LLC
32,306$1.4M0.3%ETFVery LowMadison, WI2026-10-21
Kane Co Wealth Management, Inc.
31,469$1.3M1.1%ETFVery LowJohnston, IA2026-11-04
BOS Asset Management, LLC
29,376$1.2M0.3%ETFLowSpringfield, IL2026-10-09
Oceanside Advisors LLC
29,302$1.2M0.8%ETFVery LowMount Pleasant, SC2026-11-03
E6 Portfolios, LLC
29,278$1.2M0.9%ETFLowMidvale, UT2026-10-26
Forum Financial Management, LP
28,715$1.2M0.0%ETFLowLombard, IL2026-10-16
AA Financial Advisors, LLC
28,686$1.2M0.1%ETFMediumColumbus, OH2026-10-19
Mattern Capital Management, LLC
27,195$1.2M0.1%CoreMediumLakewood, CO2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
25,426$1.1M0.5%ETFLowBedford, NH2026-10-14
Altiora Financial Group, LLC
22,676$961.5K0.2%ETFLowLebanon, OH2026-11-04
Alpha Advisors, LLC
21,437$909.0K0.7%ETFMediumRichmond, VA2026-10-19
Gibson Capital, LLC
21,324$904.1K0.2%ETFVery LowWexford, PA2026-10-23
Tranquility Partners, LLC
21,144$896.5K0.3%CoreLowBrentwood, TN2026-10-20
International Private Wealth Advisors LLC
20,506$869.5K0.4%CoreMediumSan Diego, CA2026-11-05
Good Harbor Advisors, Inc.
20,179$855.6K0.8%ETFVery LowGloucester, MA2026-10-20
JFS Wealth Advisors, LLC
19,929$845.0K0.0%ETFVery LowHermitage, PA2026-11-03
Brookstone Capital Management
19,058$808.1K0.0%ETFMediumWheaton, IL2026-10-22
Wealth Management Nebraska
18,071$766.2K0.1%ETFLowNorfolk, NE2026-10-26
Unison Advisors LLC
18,005$763.4K0.1%ETFVery LowProvidence, RI2026-10-29
Moisand Fitzgerald Tamayo, LLC
17,854$757.0K0.1%ETFVery LowOrlando, FL2026-10-15
Family CFO Inc
17,336$735.0K0.3%ETFLowLos Altos, CA2026-10-30
Pettinga Financial Advisors LLC
17,250$731.4K0.1%ETFMediumEvansville, IN2026-10-13
EverSource Wealth Advisors, LLC
16,889$716.1K0.0%CoreMediumBirmingham, AL2026-11-04
Two West Capital Advisors LLC
16,629$709.2K0.4%ETFLowOverland Park, KS2026-10-15
Fiduciary Financial Group, LLC
15,941$675.9K0.1%ETFLowSan Rafael, CA2026-10-13
Factor Wealth Management LTD
15,494$656.9K0.1%ETFLowChicago, IL2026-10-08
Bdfs Capital LLC
14,817$628.2K0.3%ETFLowRehoboth Beach, DE2026-10-14
SwitchPoint Financial Planning, LLC
13,697$580.8K0.3%ETFVery LowLehi, UT2026-11-02
Pacific Asset Management, LLC
13,025$552.3K0.3%ETFVery LowGig Harbor, WA2026-10-15
Triad Wealth Partners, LLC
12,822$543.6K0.0%ETFMediumLawrence, KS2026-10-26
Choreo, LLC
12,748$540.5K0.0%IndexLowRockford, IL2026-10-28
Outbound Financial Inc
12,730$539.7K0.3%ETFLowBoulder, CO2026-10-13
First Financial Group Corp
12,612$534.8K0.4%ETFLowRaleigh, NC2026-10-22
Opus Financial Solutions LLC
12,448$527.8K0.5%ETFLowDowners Grove, IL2026-11-06
Signaturefd, LLC
11,433$484.8K0.0%IndexLowAtlanta, GA2026-10-23
Firethorn Wealth Partners, LLC
11,299$479.1K0.2%ETFLowAugusta, GA2026-10-14
Capital Wealth Management, LLC
10,878$461.2K0.1%ETFVery LowW. Warwick, RI2026-10-27
Approach Retirement Advisors, LLC
10,743$455.5K0.3%ETFLowVestavia, AL2026-10-22
Global Financial Private Client, LLC
10,458$443.4K0.1%GrowthLowSarasota, FL2026-10-15
Canvas Wealth Advisors, LLC
10,269$416.3K0.1%GrowthLowShawnee, KS2026-11-02
Merit Financial Group, LLC
10,155$430.6K0.0%ETFLowAlpharetta, GA2026-11-06
Foundation Wealth Management, Llc\pa
10,125$429.3K0.1%ETFLowMedia, PA2026-10-14
BIP Wealth, LLC
9,862$418.1K0.0%ETFMediumAtlanta, GA2026-10-22
Rockwood Wealth Management, LLC
9,818$416.3K0.0%ETFVery LowNew Hope, PA2026-10-27
Sutton Place Investors LLC
9,698$411.2K0.2%ETFLowArmonk, NY2026-10-20
McMill Wealth Management
9,303$394.4K0.1%Deep ValueHighNorfolk, NE2026-11-05
PNC Financial Services Group, Inc.
9,084$385.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Mraz, Amerine & Associates, Inc.
9,070$384.6K0.1%Deep ValueLowModesto, CA2026-10-30
Wingate Wealth Advisors, Inc.
8,661$367.2K0.2%ETFVery LowLexington, MA2026-10-26
Cypress Financial Planning LLC
8,523$361.4K0.1%ETFLowHaddon Heights, NJ2026-10-09
Diversified Portfolios, Inc.
8,452$358.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
Crescent Grove Advisors, LLC
8,118$344.2K0.0%ETFLowLake Forest, IL2026-10-21
McCarley & Cook Financial Planners
8,069$342.1K0.3%ETFLowCincinnati, OH2026-10-21
Concurrent Investment Advisors, LLC
7,944$336.8K0.0%GrowthMediumTampa, FL2026-10-16
TBH Global Asset Management, LLC
7,890$334.5K0.1%CoreHighBrentwood, TN2026-11-03
Willow Creek Wealth Management Inc.
7,808$331.1K0.0%ETFVery LowSebastopol, CA2026-10-26
RCS Financial Planning, LLC
7,358$312.0K0.2%ETFMediumAnnapolis, MD2026-10-14
RAM Investment Partners, LLC
6,958$295.0K0.0%ETFLowBellevue, WA2026-10-21
Gemmer Asset Management LLC
6,887$292.0K0.0%ETFLowWalnut Creek, CA2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
6,784$276.8K0.1%ETFLowThe Woodlands, TX2026-10-21
Prospera Financial Services Inc
6,485$257.6K0.0%CoreMediumDallas, TX2026-11-04
Financial Harvest, LLC
6,285$266.5K0.1%ETFVery LowWinter Park, FL2026-10-15
Modera Wealth Management, LLC
6,052$256.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Montag A & Associates Inc
6,035$255.9K0.0%CoreLowAtlanta, GA2026-10-29
Vestor Capital, LLC
5,702$2100.0%ValueMediumChicago, IL2026-11-04
Granville Capital, Inc.
5,622$238.4K0.1%ETFVery LowGreensboro, NC2026-11-05
Freedom Day Solutions, LLC
5,547$235.2K0.1%CoreLowHouston, TX2026-10-20
Shearwater Capital LLC
5,314$225.3K0.1%ETFVery LowDenver, CO2026-10-13
Vista Capital Partners, Inc.
5,136$217.8K0.0%Deep ValueVery LowPortland, OR2026-11-06
Lazari Capital Management, Inc.
4,974$210.9K0.1%GrowthLowBurbank, CA2026-10-20
Vilga Financial Planning LLC
4,874$206.7K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Del-Sette Capital Management, LLC
4,843$205.2K0.1%YieldHighSchenectady, NY2026-10-23
Tcfg Investment Advisors, LLC
4,794$203.3K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Phillips Financial Management, LLC
4,538$192.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Elevate Wealth Advisory, Inc
3,644$154.5K0.1%ETFVery LowAthens, GA2026-10-29
Ares Financial Consulting, LLC
3,480$147.6K0.1%CoreLowCalabasas, CA2026-10-19
Ascentis Independent Advisors
3,460$146.9K0.0%ETFLowDallas, TX2026-11-03
RHL Group, LLC
3,242$137.5K0.1%ETFVery HighHolly, MI2026-11-04
Rachor Investment Advisory Services, LLC
2,924$124.0K0.1%ETFVery LowLinden, MI2026-10-29
Jacobi Capital Management LLC
2,690$114.1K0.0%CoreLowPittston, PA2026-11-05
Fifth Third Bancorp
2,277$96.5K0.0%IndexVery LowCincinnati, OH2026-11-05
DecisionPoint Financial, LLC
1,996$84.6K0.0%ETFVery LowMesa, AZ2026-10-27
Physician Wealth Advisors, Inc.
1,631$69.2K0.0%ETFMediumMidvale, UT2026-10-20
Bullock Wealth Management Group
1,244$52.7K0.0%GrowthLowBloomington, IN2026-10-09
Ashton Thomas Private Wealth, LLC
1,061$45.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Angeles Wealth Management, LLC
933$39.6K0.0%ETFLowSanta Monica, CA2026-10-26
Cherry Tree Wealth Management, LLC
454$19.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Your Advocates Ltd., LLP
427$18.1K0.0%ETFLowHouston, TX2026-11-03
GoalVest Advisory LLC
411$17.4K0.0%ETFMediumNew York, NY2026-10-02
Balance Wealth Partners LLC
377$16.0K0.0%ETFMediumWorthington, OH2026-10-27
Concord Wealth Partners
349$14.8K0.0%GrowthLowAbingdon, VA2026-11-02
Register Financial Advisors LLC
250$10.6K0.0%GARPLowAtlanta, GA2026-10-23
Clearstead Advisors, LLC
220$9.4K0.0%ETFLowCleveland, OH2026-11-06
Assetmark, Inc
216$9.2K0.0%ETFLowConcord, CA2026-10-21
1620 Investment Advisors, Inc.
190$8.1K0.0%ValueLowPlymouth, MA2026-11-04
Lodestone Wealth Management LLC
184$7.8K0.0%CoreLowSpokane, WA2026-10-14
IFP Advisors, Inc
177$7.5K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
140$5.9K0.0%CoreMediumCarmel, IN2026-11-05
CX Institutional
132$60.0%CoreMediumAuburn, IN2026-10-02
Coston, McIsaac & Partners
113$4.8K0.0%YieldVery LowBar Harbor, ME2026-11-06
Rosenberg Matthew Hamilton
106$4.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Tounjian Advisory Partners, LLC
105$4.4K0.0%GrowthHighFort Myers, FL2026-11-04
Parkside Financial Bank & Trust
99$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
CoreCap Advisors, LLC
95$4.0K0.0%ETFMediumSouthfield, MI2026-10-08
Russell Investments Group, Ltd.
37$1.6K0.0%CoreLowSeattle, WA2026-11-06
Lanark Financial, Inc.
12$5090.0%CoreMediumBirmingham, AL2026-10-26
Quest 10 Wealth Builders, Inc.
8$3390.0%ETFLowFuquay-Varina, VA2026-11-02
Compass Financial Management LLC
6$2540.0%CoreN/ATampa, FL2026-10-30