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Dimensional International HI (DIHP)

CUSIP: 25434V765 | NYSE | 532 institutional holders

Quarters

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

Forum Financial Management, LP6,435,165
2.8% of portfolio›$216.8M
Kestra Investment Management, LLC3,171,041
2.0% of portfolio›$106.8M
Modera Wealth Management, LLC2,287,090
0.8% of portfolio›$77.1M
Apella Capital, LLC2,169,372
0.9% of portfolio›$73.0M
Foster Group, Inc.1,785,244
1.6% of portfolio›$60.1M
Assetmark, Inc1,627,629
0.1% of portfolio›$54.8M
TCI Wealth Advisors, Inc.1,596,671
2.2% of portfolio›$53.8M
Aprio Wealth Management, LLC1,506,226
2.3% of portfolio›$50.7M
Park Avenue Securities LLC1,458,174
0.8% of portfolio›$49.1M
High Probability Advisors, LLC1,369,650
5.2% of portfolio›$46.1M
Petersen Hastings Wealth Advisors Inc.1,321,361
3.7% of portfolio›$44.5M
Financial Consulate, Inc1,299,895
4.9% of portfolio›$43.8M
Kestra Advisory Services, LLC977,447
0.1% of portfolio›$32.9M
Meredith Wealth Planning718,555
6.0% of portfolio›$24.2M
DiNuzzo Private Wealth, Inc.653,738
2.2% of portfolio›$22.0M
Wealth Architects, LLC635,344
1.7% of portfolio›$21.4M
Websterrogers Financial Advisors, LLC610,384
5.4% of portfolio›$20.6M
True Wealth Design, LLC501,027
4.0% of portfolio›$16.9M
25 LLC483,445
4.4% of portfolio›$16.3M
Stolz & Associates, PS477,830
9.4% of portfolio›$16.1M
Farther Finance Advisors, LLC471,362
0.1% of portfolio›$15.9M
Quadcap Wealth Management, LLC467,124
1.5% of portfolio›$15.7M
Three Arch Wealth Management LLC462,845
2.5% of portfolio›$15.6M
Market Street Wealth Management Advisors LLC450,841
2.2% of portfolio›$15.2M
Mills Wealth Advisors LLC433,542
4.6% of portfolio›$14.6M
Family Wealth Partners, LLC395,211
4.0% of portfolio›$13.3M
Fiduciary Financial Group, LLC368,235
1.4% of portfolio›$12.4M
United Wealth Management, LLC352,480
3.1% of portfolio›$11.9M
Concurrent Investment Advisors, LLC347,194
0.1% of portfolio›$11.7M
SAX Wealth Advisors, LLC333,428
0.3% of portfolio›$11.2M
Timonier Family Office, Ltd.317,986
3.7% of portfolio›$10.7M
Discipline Wealth Solutions, LLC314,450
0.9% of portfolio›$10.6M
Oceanside Advisors LLC309,499
6.4% of portfolio›$10.4M
Meritas Wealth Management, LLC294,538
3.6% of portfolio›$9.9M
Navigoe, LLC283,321
5.2% of portfolio›$9.5M
Kaufman Rossin Wealth, LLC279,558
3.8% of portfolio›$9.4M
Voisard Asset Management Group, Inc.274,664
1.7% of portfolio›$9.3M
Emprise Bank261,356
3.4% of portfolio›$8.8M
Forvis Mazars Wealth Advisors, LLC252,674
0.1% of portfolio›$8.5M
HMV Wealth Advisors, LLC241,955
3.1% of portfolio›$8.2M
Integrity Advisory Solutions, LLC237,579
0.8% of portfolio›$8.0M
Dynamic Advisor Solutions LLC236,376
0.2% of portfolio›$8.0M
Wealth Advisors Northwest LLC222,849
2.5% of portfolio›$7.5M
Northwest Wealth Management, LLC222,129
1.0% of portfolio›$7.5M
SeedSafe Financial LLC217,340
5.4% of portfolio›$7.3M
Foundation Wealth Management, Llc\pa213,661
2.4% of portfolio›$7.2M
Foundry Financial LLC211,976
2.2% of portfolio›$7.1M
Chicago Partners Investment Group LLC203,691
0.1% of portfolio›$6.9M
Master's Wealth Management Inc.196,392
1.9% of portfolio›$6.6M
Commonwealth Equity Services, LLC188,451
0.0% of portfolio›$6.3M
Integrity Alliance, Llc.172,853
0.2% of portfolio›$5.8M
BetterWealth, LLC162,760
0.9% of portfolio›$5.5M
Friday Financial146,327
1.0% of portfolio›$4.9M
Vestment Financial LLC140,521
2.1% of portfolio›$4.7M
Tableaux LLC139,826
1.9% of portfolio›$4.7M
Waterfront Wealth Inc.136,521
0.7% of portfolio›$4.7M
Evanson Financial, LLC131,775
0.2% of portfolio›$4.4M
Abel Hall, LLC119,705
0.7% of portfolio›$4.0M
PFG Advisors115,064
0.2% of portfolio›$3.9M
City State Bank104,670
0.8% of portfolio›$3.5M
Ferguson Johnson Wealth Management Inc100,990
2.5% of portfolio›$3.4M
CSP Financial Group, LLC95,350
3.2% of portfolio›$3.2M
Kane Co Wealth Management, Inc.93,772
2.5% of portfolio›$3.2M
CPA Asset Management Group, LLC88,128
0.8% of portfolio›$3.0M
Austin Asset Management Co Inc86,321
0.4% of portfolio›$2.9M
RFG Advisory, LLC84,962
0.0% of portfolio›$2.9M
Altiora Financial Group, LLC83,309
0.5% of portfolio›$2.8M
Index Fund Advisors, Inc.76,549
0.1% of portfolio›$2.6M
Midwest Heritage Bank, FSB75,218
0.7% of portfolio›$2.5M
Torren Management, LLC75,064
1.3% of portfolio›$2.5M
RAM Investment Partners, LLC74,715
0.4% of portfolio›$2.5M
Acorn Wealth Advisors, LLC68,177
0.6% of portfolio›$2.3M
Glass Jacobson Investment Advisors llc66,936
0.7% of portfolio›$2.3M
SC&H Financial Advisors, Inc.60,652
0.3% of portfolio›$2.0M
Strategent Financial, LLC58,449
1.0% of portfolio›$2.0M
Creative Planning53,379
0.0% of portfolio›$1.8M
BluePrint Investing LLC52,484
1.4% of portfolio›$1.8M
Kestra Private Wealth Services, LLC51,959
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.47,903
0.0% of portfolio›$1.6M
Aspiriant, LLC45,230
0.0% of portfolio›$1.5M
Bdfs Capital LLC44,672
0.7% of portfolio›$1.5M
Washington Trust Advisors, Inc.44,535
0.1% of portfolio›$1.5M
Breakwater Capital Group43,815
0.2% of portfolio›$1.5M
BIP Wealth, LLC43,040
0.0% of portfolio›$1.5M
Mraz, Amerine & Associates, Inc.43,009
0.2% of portfolio›$1.4M
EverSource Wealth Advisors, LLC42,029
0.0% of portfolio›$1.4M
Belleair Asset Management, LLC41,603
1.2% of portfolio›$1.4M
AA Financial Advisors, LLC41,464
0.2% of portfolio›$1.4M
Brookstone Capital Management41,416
0.0% of portfolio›$1.4M
Sutton Place Investors LLC40,675
0.6% of portfolio›$1.4M
Signaturefd, LLC39,372
0.0% of portfolio›$1.3M
Capital Investment Advisory Services, LLC37,553
0.1% of portfolio›$1.3M
Two West Capital Advisors LLC36,520
0.6% of portfolio›$1.2M
Choreo, LLC36,077
0.0% of portfolio›$1.2M
Approach Retirement Advisors, LLC31,291
0.8% of portfolio›$1.1M
Vestia Personal Wealth Advisors30,813
0.4% of portfolio›$1.0M
Citigroup Inc30,073
0.0% of portfolio›$1.0M
Archford Capital Strategies, LLC28,725
0.1% of portfolio›$967.8K
Andrews, Lucia Wealth Management LLC27,636
0.5% of portfolio›$931.1K
Cogent Strategic Wealth LLC27,353
0.9% of portfolio›$921.5K
Axxcess Wealth Management, LLC27,342
0.0% of portfolio›$921.2K
Riverchase Wealth Management, LLC26,681
0.4% of portfolio›$898.9K
CogentBlue Wealth Advisors, LLC25,385
0.8% of portfolio›$855.2K
Investmark Advisory Group LLC24,630
0.3% of portfolio›$829.8K
Simplicity Wealth,LLC23,684
0.0% of portfolio›$797.9K
Maryland Capital Advisors Inc.23,552
0.2% of portfolio›$793.5K
Diversify Wealth Management, LLC23,217
0.0% of portfolio›$791.7K
Diversify Advisory Services, LLC23,217
0.0% of portfolio›$791.7K
Bluedoor Private Wealth, LLC23,090
0.3% of portfolio›$777.9K
Wealth Enhancement Advisory Services, LLC22,492
0.0% of portfolio›$757.8K
Outbound Financial Inc22,352
0.5% of portfolio›$753.1K
Freedom Day Solutions, LLC21,969
0.2% of portfolio›$740.1K
Firethorn Wealth Partners, LLC21,667
0.2% of portfolio›$730.0K
XY Planning Network, Inc.21,581
0.1% of portfolio›$727.1K
Summit Wealth Group LLC / Co20,470
0.0% of portfolio›$689.6K
Triad Wealth Partners, LLC19,981
0.0% of portfolio›$673.1K
Global Financial Private Client, LLC19,945
0.2% of portfolio›$671.9K
Truist Financial Corp19,461
0.0% of portfolio›$655.6K
Apollon Wealth Management, LLC19,158
0.0% of portfolio›$645.4K
Matauro, LLC18,916
0.1% of portfolio›$637.3K
Tranquility Partners, LLC18,610
0.2% of portfolio›$627.0K
Wedmont Private Capital18,380
0.0% of portfolio›$619.2K
Clark Asset Management, LLC17,650
0.0% of portfolio›$594.6K
Ifrah Financial Services, Inc.17,352
0.1% of portfolio›$584.6K
Lauterbach Financial Advisors, LLC17,000
0.2% of portfolio›$572.7K
Gemmer Asset Management LLC16,440
0.0% of portfolio›$553.9K
Canvas Wealth Advisors, LLC14,679
0.1% of portfolio›$504.2K
HB Wealth Management, LLC12,448
0.0% of portfolio›$419.4K
GEM Asset Management, LLC12,050
0.2% of portfolio›$406.0K
Vise Technologies, Inc.12,018
0.0% of portfolio›$404.9K
Donalies Financial Planning, LLC11,795
0.3% of portfolio›$397.4K
Nova R Wealth, Inc.11,190
0.1% of portfolio›$377.0K
Aerodigm Wealth, LLC11,187
0.1% of portfolio›$376.9K
Elevate Wealth Advisory, Inc11,107
0.2% of portfolio›$374.2K
Forteris Wealth Management Inc.10,815
0.3% of portfolio›$364.4K
Unison Advisors LLC10,661
0.0% of portfolio›$359.2K
Dixon Fnancial Services, Inc.10,406
0.1% of portfolio›$350.6K
Brighton Jones LLC9,921
0.0% of portfolio›$334.2K
Venture Visionary Partners LLC9,535
0.0% of portfolio›$321.2K
Mattern Wealth Management LLC9,218
0.1% of portfolio›$310.6K
Root Financial Partners, LLC8,864
0.0% of portfolio›$298.6K
Global Trust Asset Management, LLC8,776
0.1% of portfolio›$295.7K
Facet Wealth, Inc.8,608
0.0% of portfolio›$290.0K
Ballast Rock Private Wealth LLC8,568
0.1% of portfolio›$288.7K
Quad-Cities Investment Group, LLC8,521
0.1% of portfolio›$287.1K
Tufton Capital Management7,958
0.1% of portfolio›$268.0K
Lynx Investment Advisory7,857
0.1% of portfolio›$264.7K
StoneX Group Inc.7,740
0.0% of portfolio›$264.0K
First Financial Group Corp7,713
0.2% of portfolio›$259.9K
Beacon Financial Advisory LLC7,686
0.0% of portfolio›$258.9K
Stewardship Advisors, LLC7,654
0.1% of portfolio›$257.9K
Capstone Wealth Management, LLC7,558
0.1% of portfolio›$254.6K
AWM Capital, LLC7,546
0.0% of portfolio›$254.2K
Syverson Strege & Co7,396
0.1% of portfolio›$249.2K
Burk Holdings LLC7,344
0.1% of portfolio›$247.4K
Legacy Financial Group, Inc.7,076
0.1% of portfolio›$238.4K
RCS Financial Planning, LLC7,000
0.1% of portfolio›$235.8K
Shearwater Capital LLC6,978
0.1% of portfolio›$235.1K
Noble Family Wealth, LLC6,938
0.0% of portfolio›$233.7K
Robertson Stephens Wealth Management, LLC6,164
0.0% of portfolio›$207.7K
Factor Wealth Management LTD6,068
0.0% of portfolio›$204.4K
Compass Ion Advisors, LLC5,972
0.0% of portfolio›$201.2K
Cherry Tree Wealth Management, LLC5,767
0.0% of portfolio›$194.3K
Angeles Wealth Management, LLC4,420
0.0% of portfolio›$148.9K
Parkside Financial Bank & Trust4,136
0.0% of portfolio›$139.3K
Phillips Financial Management, LLC4,091
0.0% of portfolio›$137.8K
Versant Capital Management, Inc3,546
0.0% of portfolio›$119.5K
Rossby Financial, LCC3,452
0.0% of portfolio›$116.3K
LAM Group, Inc.3,220
0.1% of portfolio›$108.5K
Jnba Financial Advisors2,367
0.0% of portfolio›$79.7K
Maseco LLP2,021
0.0% of portfolio›$68.0K
CX Institutional1,950
0.0% of portfolio›$66
DecisionPoint Financial, LLC1,899
0.0% of portfolio›$63.6K
RHL Group, LLC1,619
0.0% of portfolio›$54.6K
Oakworth Capital, Inc.1,596
0.0% of portfolio›$53.8K
American Capital Advisory, LLC1,525
0.0% of portfolio›$51.4K
Parallel Advisors, LLC1,177
0.0% of portfolio›$39.7K
Barrett & Company, Inc.876
0.0% of portfolio›$29.5K
AlphaCore Capital LLC821
0.0% of portfolio›$27.7K
Balance Wealth Partners LLC811
0.0% of portfolio›$27.3K
Hurley Capital, LLC446
0.0% of portfolio›$15.0K
Cranbrook Wealth Management, LLC358
0.0% of portfolio›$12.1K
Team Financial Group, LLC330
0.0% of portfolio›$11.1K
Gleason Group, Inc.298
0.0% of portfolio›$10.0K
Key Capital Management, Inc217
0.0% of portfolio›$7.3K
Kings Path Partners LLC164
0.0% of portfolio›$5.5K
Ascentis Independent Advisors146
0.0% of portfolio›$4.9K
Larson Financial Group LLC143
0.0% of portfolio›$4.8K
Blue Trust, Inc.130
0.0% of portfolio›$4.4K
IFP Advisors, Inc128
0.0% of portfolio›$4.3K
Triumph Capital Management110
0.0% of portfolio›$3.7K
Pacific Center for Financial Services98
0.0% of portfolio›$3.3K
Horizon Financial Services, LLC95
0.0% of portfolio›$3.2K
JFS Wealth Advisors, LLC77
0.0% of portfolio›$2.6K
Cape Investment Advisory, Inc.33
0.0% of portfolio›$1.1K
Compass Financial Management LLC11
0.0% of portfolio›$371
Quest 10 Wealth Builders, Inc.7
0.0% of portfolio›$236
Arlington Trust Co LLC1
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Forum Financial Management, LP
6,435,165$216.8M2.8%ETFLowLombard, IL2026-10-16
Kestra Investment Management, LLC
3,171,041$106.8M2.0%ETFMediumAustin, TX2026-11-04
Modera Wealth Management, LLC
2,287,090$77.1M0.8%ETFVery LowWestwood, NJ2026-10-28
Apella Capital, LLC
2,169,372$73.0M0.9%ETFVery LowWest Hartford, CT2026-10-08
Foster Group, Inc.
1,785,244$60.1M1.6%ETFVery LowUrbandale, IA2026-10-13
Assetmark, Inc
1,627,629$54.8M0.1%ETFLowConcord, CA2026-10-21
TCI Wealth Advisors, Inc.
1,596,671$53.8M2.2%ETFLowTucson, AZ2026-10-30
Aprio Wealth Management, LLC
1,506,226$50.7M2.3%ETFMediumAtlanta, GA2026-10-28
Park Avenue Securities LLC
1,458,174$49.1M0.8%ETFMediumNew York, NY2026-10-26
High Probability Advisors, LLC
1,369,650$46.1M5.2%ETFVery LowPittsford, NY2026-10-19
Petersen Hastings Wealth Advisors Inc.
1,321,361$44.5M3.7%ETFLowKennewick, WA2026-10-27
Financial Consulate, Inc
1,299,895$43.8M4.9%ETFLowHunt Valley, MD2026-10-23
Kestra Advisory Services, LLC
977,447$32.9M0.1%CoreLowAustin, TX2026-11-02
Meredith Wealth Planning
718,555$24.2M6.0%ETFLowMaryville, IL2026-10-14
DiNuzzo Private Wealth, Inc.
653,738$22.0M2.2%ETFLowBeaver, PA2026-10-16
Wealth Architects, LLC
635,344$21.4M1.7%ETFVery LowMountain View, CA2026-11-03
Websterrogers Financial Advisors, LLC
610,384$20.6M5.4%ETFVery LowFlorence, SC2026-11-02
True Wealth Design, LLC
501,027$16.9M4.0%ETFMediumAkron, OH2026-10-13
25 LLC
483,445$16.3M4.4%ETFLowSt. Louis, MO2026-10-13
Stolz & Associates, PS
477,830$16.1M9.4%ETFLowTacoma, WA2026-11-05
Farther Finance Advisors, LLC
471,362$15.9M0.1%IndexLowSan Francisco, CA2026-10-08
Quadcap Wealth Management, LLC
467,124$15.7M1.5%ETFLowFrisco, TX2026-11-02
Three Arch Wealth Management LLC
462,845$15.6M2.5%ETFVery LowIrvine, CA2026-10-20
Market Street Wealth Management Advisors LLC
450,841$15.2M2.2%ETFMediumIndianapolis, IN2026-10-09
Mills Wealth Advisors LLC
433,542$14.6M4.6%ETFMediumSouthlake, TX2026-10-22
Family Wealth Partners, LLC
395,211$13.3M4.0%ETFLowMatthews, NC2026-10-20
Fiduciary Financial Group, LLC
368,235$12.4M1.4%ETFLowSan Rafael, CA2026-10-13
United Wealth Management, LLC
352,480$11.9M3.1%ETFVery LowCharlottesville, VA2026-10-30
Concurrent Investment Advisors, LLC
347,194$11.7M0.1%GrowthMediumTampa, FL2026-10-16
SAX Wealth Advisors, LLC
333,428$11.2M0.3%ETFVery LowParsippany, NJ2026-10-13
Timonier Family Office, Ltd.
317,986$10.7M3.7%ETFVery LowWinston Salem, NC2026-11-03
Discipline Wealth Solutions, LLC
314,450$10.6M0.9%ETFLowGreenville, SC2026-10-14
Oceanside Advisors LLC
309,499$10.4M6.4%ETFVery LowMount Pleasant, SC2026-11-03
Meritas Wealth Management, LLC
294,538$9.9M3.6%ETFVery LowSan Rafael, CA2026-10-14
Navigoe, LLC
283,321$9.5M5.2%ETFVery LowRedondo Beach, CA2026-11-04
Kaufman Rossin Wealth, LLC
279,558$9.4M3.8%ETFLowMiami, FL2026-10-19
Voisard Asset Management Group, Inc.
274,664$9.3M1.7%ETFLowGrand Rapids, MI2026-10-13
Emprise Bank
261,356$8.8M3.4%ETFVery LowWichita, KS2026-10-07
Forvis Mazars Wealth Advisors, LLC
252,674$8.5M0.1%ETFVery LowSpringfield, MO2026-10-13
HMV Wealth Advisors, LLC
241,955$8.2M3.1%ETFVery LowShreveport, LA2026-10-27
Integrity Advisory Solutions, LLC
237,579$8.0M0.8%ETFMediumDallas, TX2026-10-29
Dynamic Advisor Solutions LLC
236,376$8.0M0.2%ETFLowPhoenix, AZ2026-10-13
Wealth Advisors Northwest LLC
222,849$7.5M2.5%ETFLowPortland, OR2026-10-29
Northwest Wealth Management, LLC
222,129$7.5M1.0%ETFLowSpencer, IA2026-10-30
SeedSafe Financial LLC
217,340$7.3M5.4%ETFVery LowAustin, TX2026-11-02
Foundation Wealth Management, Llc\pa
213,661$7.2M2.4%ETFLowMedia, PA2026-10-14
Foundry Financial LLC
211,976$7.1M2.2%ETFMediumPasadena, CA2026-10-16
Chicago Partners Investment Group LLC
203,691$6.9M0.1%GARPLowChicago, IL2026-10-27
Master's Wealth Management Inc.
196,392$6.6M1.9%ETFMediumLancaster, PA2026-10-22
Commonwealth Equity Services, LLC
188,451$6.3M0.0%ETFLowWaltham, MA2026-11-02
Integrity Alliance, Llc.
172,853$5.8M0.2%ETFMediumUrbandale, IA2026-10-29
BetterWealth, LLC
162,760$5.5M0.9%ETFVery LowSan Jose, CA2026-10-15
Friday Financial
146,327$4.9M1.0%ETFVery LowDubuque, IA2026-10-09
Vestment Financial LLC
140,521$4.7M2.1%ETFVery LowChanhassen, MN2026-10-13
Tableaux LLC
139,826$4.7M1.9%ETFLowStockbridge, MA2026-10-23
Waterfront Wealth Inc.
136,521$4.7M0.7%ValueLowOverland Park, KS2026-11-03
Evanson Financial, LLC
131,775$4.4M0.2%ETFN/AMclean, VA2026-10-23
Abel Hall, LLC
119,705$4.0M0.7%CoreMediumBaton Rouge, LA2026-10-19
PFG Advisors
115,064$3.9M0.2%ETFMediumPhoenix, AZ2026-10-16
City State Bank
104,670$3.5M0.8%GrowthVery LowNorwalk, IA2026-10-20
Ferguson Johnson Wealth Management Inc
100,990$3.4M2.5%ETFVery LowRockville, MD2026-11-05
CSP Financial Group, LLC
95,350$3.2M3.2%ETFLowScottsdale, AZ2026-10-26
Kane Co Wealth Management, Inc.
93,772$3.2M2.5%ETFVery LowJohnston, IA2026-11-04
CPA Asset Management Group, LLC
88,128$3.0M0.8%ETFMediumWest Palm Beach, FL2026-10-26
Austin Asset Management Co Inc
86,321$2.9M0.4%ETFVery LowAustin, TX2026-10-29
RFG Advisory, LLC
84,962$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Altiora Financial Group, LLC
83,309$2.8M0.5%ETFLowLebanon, OH2026-11-04
Index Fund Advisors, Inc.
76,549$2.6M0.1%ETFVery LowIrvine, CA2026-11-05
Midwest Heritage Bank, FSB
75,218$2.5M0.7%ETFVery LowWest Des Moines, IA2026-10-26
Torren Management, LLC
75,064$2.5M1.3%ETFMediumSan Diego, CA2026-10-29
RAM Investment Partners, LLC
74,715$2.5M0.4%ETFLowBellevue, WA2026-10-21
Acorn Wealth Advisors, LLC
68,177$2.3M0.6%ETFLowGrand Blanc, MI2026-10-19
Glass Jacobson Investment Advisors llc
66,936$2.3M0.7%ETFLowOwings Mills, MD2026-10-26
SC&H Financial Advisors, Inc.
60,652$2.0M0.3%ETFVery LowHunt Valley, MD2026-10-14
Strategent Financial, LLC
58,449$2.0M1.0%ETFLowHarrisonburg, VA2026-10-30
Creative Planning
53,379$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
BluePrint Investing LLC
52,484$1.8M1.4%ETFLowSan Francisco, CA2026-10-14
Kestra Private Wealth Services, LLC
51,959$1.8M0.0%GrowthLowAustin, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
47,903$1.6M0.0%ETFLowFairfield, IA2026-11-02
Aspiriant, LLC
45,230$1.5M0.0%ETFVery LowLos Angeles, CA2026-10-16
Bdfs Capital LLC
44,672$1.5M0.7%ETFLowRehoboth Beach, DE2026-10-14
Washington Trust Advisors, Inc.
44,535$1.5M0.1%GrowthLowWellesley, MA2026-10-22
Breakwater Capital Group
43,815$1.5M0.2%ETFLowParamus, NJ2026-10-09
BIP Wealth, LLC
43,040$1.5M0.0%ETFMediumAtlanta, GA2026-10-22
Mraz, Amerine & Associates, Inc.
43,009$1.4M0.2%Deep ValueLowModesto, CA2026-10-30
EverSource Wealth Advisors, LLC
42,029$1.4M0.0%CoreMediumBirmingham, AL2026-11-04
Belleair Asset Management, LLC
41,603$1.4M1.2%ETFVery LowBelleair Bluffs, FL2026-11-03
AA Financial Advisors, LLC
41,464$1.4M0.2%ETFMediumColumbus, OH2026-10-19
Brookstone Capital Management
41,416$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Sutton Place Investors LLC
40,675$1.4M0.6%ETFLowArmonk, NY2026-10-20
Signaturefd, LLC
39,372$1.3M0.0%IndexLowAtlanta, GA2026-10-23
Capital Investment Advisory Services, LLC
37,553$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Two West Capital Advisors LLC
36,520$1.2M0.6%ETFLowOverland Park, KS2026-10-15
Choreo, LLC
36,077$1.2M0.0%IndexLowRockford, IL2026-10-28
Approach Retirement Advisors, LLC
31,291$1.1M0.8%ETFLowVestavia, AL2026-10-22
Vestia Personal Wealth Advisors
30,813$1.0M0.4%ETFMediumFort Wayne, IN2026-10-20
Citigroup Inc
30,073$1.0M0.0%CoreMediumNew York, NY2026-11-04
Archford Capital Strategies, LLC
28,725$967.8K0.1%GrowthMediumSwansea, IL2026-10-19
Andrews, Lucia Wealth Management LLC
27,636$931.1K0.5%ETFVery LowDanville, CA2026-11-02
Cogent Strategic Wealth LLC
27,353$921.5K0.9%ETFLowChicago, IL2026-10-22
Axxcess Wealth Management, LLC
27,342$921.2K0.0%CoreLowCarlsbad, CA2026-10-21
Riverchase Wealth Management, LLC
26,681$898.9K0.4%ETFMediumFlower Mound, TX2026-10-28
CogentBlue Wealth Advisors, LLC
25,385$855.2K0.8%ETFLowKnoxville, TN2026-10-09
Investmark Advisory Group LLC
24,630$829.8K0.3%ETFVery LowShelton, CT2026-10-27
Simplicity Wealth,LLC
23,684$797.9K0.0%ETFLowSummit, NJ2026-10-23
Maryland Capital Advisors Inc.
23,552$793.5K0.2%ETFVery LowChester, MD2026-10-15
Diversify Wealth Management, LLC
23,217$791.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
23,217$791.7K0.0%GrowthLowSandy, UT2026-10-20
Bluedoor Private Wealth, LLC
23,090$777.9K0.3%CoreLowBeverly, MA2026-11-05
Wealth Enhancement Advisory Services, LLC
22,492$757.8K0.0%CoreLowPlymouth, MN2026-10-13
Outbound Financial Inc
22,352$753.1K0.5%ETFLowBoulder, CO2026-10-13
Freedom Day Solutions, LLC
21,969$740.1K0.2%CoreLowHouston, TX2026-10-20
Firethorn Wealth Partners, LLC
21,667$730.0K0.2%ETFLowAugusta, GA2026-10-14
XY Planning Network, Inc.
21,581$727.1K0.1%ETFLowBozeman, MT2026-10-14
Summit Wealth Group LLC / Co
20,470$689.6K0.0%ETFHighColorado Springs, CO2026-10-29
Triad Wealth Partners, LLC
19,981$673.1K0.0%ETFMediumLawrence, KS2026-10-26
Global Financial Private Client, LLC
19,945$671.9K0.2%GrowthLowSarasota, FL2026-10-15
Truist Financial Corp
19,461$655.6K0.0%CoreLowCharlotte, NC2026-10-30
Apollon Wealth Management, LLC
19,158$645.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Matauro, LLC
18,916$637.3K0.1%ETFLowNew York, NY2026-11-03
Tranquility Partners, LLC
18,610$627.0K0.2%CoreLowBrentwood, TN2026-10-20
Wedmont Private Capital
18,380$619.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Clark Asset Management, LLC
17,650$594.6K0.0%ETFVery LowStratham, NH2026-10-19
Ifrah Financial Services, Inc.
17,352$584.6K0.1%ETFLowLittle Rock, AR2026-10-13
Lauterbach Financial Advisors, LLC
17,000$572.7K0.2%ETFVery LowEl Paso, TX2026-10-21
Gemmer Asset Management LLC
16,440$553.9K0.0%ETFLowWalnut Creek, CA2026-10-16
Canvas Wealth Advisors, LLC
14,679$504.2K0.1%GrowthLowShawnee, KS2026-11-02
HB Wealth Management, LLC
12,448$419.4K0.0%IndexVery LowAtlanta, GA2026-10-23
GEM Asset Management, LLC
12,050$406.0K0.2%ETFLowPlymouth, MI2026-10-13
Vise Technologies, Inc.
12,018$404.9K0.0%IndexLowNew York, NY2026-10-29
Donalies Financial Planning, LLC
11,795$397.4K0.3%ETFVery LowWashington, DC2026-10-19
Nova R Wealth, Inc.
11,190$377.0K0.1%ETFLowOverland Park, KS2026-10-26
Aerodigm Wealth, LLC
11,187$376.9K0.1%ETFLowLake Oswego, OR2026-10-16
Elevate Wealth Advisory, Inc
11,107$374.2K0.2%ETFVery LowAthens, GA2026-10-29
Forteris Wealth Management Inc.
10,815$364.4K0.3%ETFVery LowArmonk, NY2026-10-13
Unison Advisors LLC
10,661$359.2K0.0%ETFVery LowProvidence, RI2026-10-29
Dixon Fnancial Services, Inc.
10,406$350.6K0.1%ETFVery LowLafayette, CA2026-10-23
Brighton Jones LLC
9,921$334.2K0.0%CoreVery LowSeattle, WA2026-11-03
Venture Visionary Partners LLC
9,535$321.2K0.0%CoreLowSylvania, OH2026-10-07
Mattern Wealth Management LLC
9,218$310.6K0.1%ETFVery LowLawrence, KS2026-11-04
Root Financial Partners, LLC
8,864$298.6K0.0%ETFMediumEncinitas, CA2026-10-21
Global Trust Asset Management, LLC
8,776$295.7K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Facet Wealth, Inc.
8,608$290.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Ballast Rock Private Wealth LLC
8,568$288.7K0.1%ETFMediumCharleston, SC2026-10-26
Quad-Cities Investment Group, LLC
8,521$287.1K0.1%CoreLowDavenport, IA2026-10-16
Tufton Capital Management
7,958$268.0K0.1%CoreVery LowHunt Valley, MD2026-10-20
Lynx Investment Advisory
7,857$264.7K0.1%ETFLowWashington, Dc, DC2026-10-27
StoneX Group Inc.
7,740$264.0K0.0%ETFMediumNew York, NY2026-11-03
First Financial Group Corp
7,713$259.9K0.2%ETFLowRaleigh, NC2026-10-22
Beacon Financial Advisory LLC
7,686$258.9K0.0%ETFLowCleveland, OH2026-10-16
Stewardship Advisors, LLC
7,654$257.9K0.1%ETFMediumMount Joy, PA2026-10-20
Capstone Wealth Management, LLC
7,558$254.6K0.1%ETFLowTuscaloosa, AL2026-11-02
AWM Capital, LLC
7,546$254.2K0.0%ETFLowPhoenix, AZ2026-10-16
Syverson Strege & Co
7,396$249.2K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Burk Holdings LLC
7,344$247.4K0.1%ETFVery LowTulsa, OK2026-11-05
Legacy Financial Group, Inc.
7,076$238.4K0.1%ETFLowTulsa, OK2026-10-21
RCS Financial Planning, LLC
7,000$235.8K0.1%ETFMediumAnnapolis, MD2026-10-14
Shearwater Capital LLC
6,978$235.1K0.1%ETFVery LowDenver, CO2026-10-13
Noble Family Wealth, LLC
6,938$233.7K0.0%ETFVery LowClearwater, FL2026-10-26
Robertson Stephens Wealth Management, LLC
6,164$207.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Factor Wealth Management LTD
6,068$204.4K0.0%ETFLowChicago, IL2026-10-08
Compass Ion Advisors, LLC
5,972$201.2K0.0%ETFVery LowConshohocken, PA2026-10-23
Cherry Tree Wealth Management, LLC
5,767$194.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Angeles Wealth Management, LLC
4,420$148.9K0.0%ETFLowSanta Monica, CA2026-10-26
Parkside Financial Bank & Trust
4,136$139.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Phillips Financial Management, LLC
4,091$137.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Versant Capital Management, Inc
3,546$119.5K0.0%GARPLowPhoenix, AZ2026-10-02
Rossby Financial, LCC
3,452$116.3K0.0%ETFMediumMelbourne, FL2026-11-05
LAM Group, Inc.
3,220$108.5K0.1%ETFVery LowLake Oswego, OR2026-10-26
Jnba Financial Advisors
2,367$79.7K0.0%ETFMediumBloomington, MN2026-11-03
Maseco LLP
2,021$68.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
CX Institutional
1,950$660.0%CoreMediumAuburn, IN2026-10-02
DecisionPoint Financial, LLC
1,899$63.6K0.0%ETFVery LowMesa, AZ2026-10-27
RHL Group, LLC
1,619$54.6K0.0%ETFVery HighHolly, MI2026-11-04
Oakworth Capital, Inc.
1,596$53.8K0.0%ETFLowBirmingham, AL2026-10-26
American Capital Advisory, LLC
1,525$51.4K0.0%ETFLowKetchum, ID2026-10-28
Parallel Advisors, LLC
1,177$39.7K0.0%IndexLowSan Francisco, CA2026-11-03
Barrett & Company, Inc.
876$29.5K0.0%ETFLowProvidence, RI2026-10-22
AlphaCore Capital LLC
821$27.7K0.0%ETFLowLa Jolla, CA2026-11-04
Balance Wealth Partners LLC
811$27.3K0.0%ETFMediumWorthington, OH2026-10-27
Hurley Capital, LLC
446$15.0K0.0%GARPMediumNew York, NY2026-11-05
Cranbrook Wealth Management, LLC
358$12.1K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Team Financial Group, LLC
330$11.1K0.0%ETFLowTemecula, CA2026-10-30
Gleason Group, Inc.
298$10.0K0.0%ETFVery LowProspect, KY2026-10-15
Key Capital Management, Inc
217$7.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Kings Path Partners LLC
164$5.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Ascentis Independent Advisors
146$4.9K0.0%ETFLowDallas, TX2026-11-03
Larson Financial Group LLC
143$4.8K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
130$4.4K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
128$4.3K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
110$3.7K0.0%ETFMediumDenver, CO2026-10-14
Pacific Center for Financial Services
98$3.3K0.0%ETFMediumDanville, CA2026-10-15
Horizon Financial Services, LLC
95$3.2K0.0%ETFLowWinston Salem, NC2026-11-04
JFS Wealth Advisors, LLC
77$2.6K0.0%ETFVery LowHermitage, PA2026-11-03
Cape Investment Advisory, Inc.
33$1.1K0.0%ETFLowMcdonough, GA2026-10-13
Compass Financial Management LLC
11$3710.0%CoreN/ATampa, FL2026-10-30
Quest 10 Wealth Builders, Inc.
7$2360.0%ETFLowFuquay-Varina, VA2026-11-02
Arlington Trust Co LLC
1$340.0%ETFMediumBirmingham, AL2026-10-20