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Dimensional International SM (DFIS)

CUSIP: 25434V773 | NYSE | 514 institutional holders

Quarters

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

Matson Money. Inc.12,220,280
12.4% of portfolio›$442.7M
First Citizens Bank & Trust Co3,395,810
1.8% of portfolio›$123.0M
Creative Planning2,323,108
0.0% of portfolio›$84.2M
Assetmark, Inc2,322,020
0.1% of portfolio›$84.1M
Park Avenue Securities LLC1,935,208
1.2% of portfolio›$70.1M
Root Financial Partners, LLC1,805,975
2.2% of portfolio›$65.4M
Vise Technologies, Inc.1,782,248
0.5% of portfolio›$64.6M
TCI Wealth Advisors, Inc.1,640,529
2.4% of portfolio›$59.4M
Evanson Financial, LLC1,420,800
2.5% of portfolio›$51.5M
Mather Group, Llc.1,307,916
0.4% of portfolio›$47.4M
Discipline Wealth Solutions, LLC1,047,400
3.3% of portfolio›$37.9M
Savant Capital, LLC866,903
0.1% of portfolio›$31.4M
Index Fund Advisors, Inc.725,367
1.1% of portfolio›$26.3M
Shore Point Advisors, LLC652,119
7.5% of portfolio›$23.6M
Eclectic Associates Inc625,531
2.5% of portfolio›$22.7M
Wealth Management Nebraska605,963
1.9% of portfolio›$22.0M
Sherrill & Hutchins Financial Advisory, Inc582,466
10.2% of portfolio›$21.1M
Tanager Wealth Management LLP537,139
1.6% of portfolio›$19.5M
Factor Wealth Management LTD533,072
3.0% of portfolio›$19.3M
Ballentine Capital Advisors, Inc488,941
6.7% of portfolio›$17.7M
Aire Advisors, LLC474,994
2.8% of portfolio›$17.2M
Abacus Planning Group, Inc.407,122
1.8% of portfolio›$14.8M
Three Arch Wealth Management LLC398,159
2.3% of portfolio›$14.4M
SVB Wealth LLC366,351
0.9% of portfolio›$13.3M
Berman McAleer LLC363,331
1.5% of portfolio›$13.2M
Guardian Wealth Management, LLC350,972
3.6% of portfolio›$12.7M
Forvis Mazars Wealth Advisors, LLC348,802
0.2% of portfolio›$12.6M
LPL Financial LLC332,811
0.0% of portfolio›$12.1M
Allodium Investment Consultants, LLC331,116
4.9% of portfolio›$12.0M
Timonier Family Office, Ltd.328,663
4.2% of portfolio›$11.9M
GEN Financial Management, Inc.312,333
6.1% of portfolio›$11.3M
Larson Financial Group LLC307,778
0.3% of portfolio›$11.2M
Apella Capital, LLC307,644
0.1% of portfolio›$11.0M
Kelly Financial Group LLC306,670
2.6% of portfolio›$11.1M
Level Financial Advisors305,649
2.4% of portfolio›$11.1M
Allworth Financial LP289,669
0.0% of portfolio›$10.1M
Element Pointe Advisors, LLC279,756
1.4% of portfolio›$10.1M
Robinswood Financial LLC278,100
3.1% of portfolio›$10.0M
TCV Trust & Wealth Management, Inc.274,408
0.8% of portfolio›$9.9M
AMI Investment Management Inc273,879
1.9% of portfolio›$9.9M
Websterrogers Financial Advisors, LLC258,496
2.5% of portfolio›$9.4M
First Pacific Financial255,429
0.9% of portfolio›$9.3M
Collective Family Office LLC253,912
1.9% of portfolio›$9.2M
Wealth Enhancement Advisory Services, LLC209,536
0.0% of portfolio›$6.7M
McMill Wealth Management195,518
1.6% of portfolio›$7.1M
Davenport & Co LLC194,643
0.0% of portfolio›$7.1M
M Holdings Securities, Inc.184,598
0.0% of portfolio›$6.6K
Harbor Investment Advisory, LLC179,589
0.4% of portfolio›$6.5M
Commonwealth Equity Services, LLC164,317
0.0% of portfolio›$6.0M
Trinity Financial Advisors LLC155,467
1.4% of portfolio›$5.6M
Broadway Wealth Solutions, Inc.150,154
2.4% of portfolio›$5.4M
Dynamic Advisor Solutions LLC145,728
0.1% of portfolio›$5.3M
Acorn Creek Capital LLC141,316
1.7% of portfolio›$5.1M
Syverson Strege & Co129,905
1.0% of portfolio›$4.7M
Sachem Hill LLC125,887
0.8% of portfolio›$4.6M
IAG Wealth Partners, LLC123,731
0.4% of portfolio›$4.5M
Thrivent Financial for Lutherans119,749
0.0% of portfolio›$4.3M
Williams Financial, LLC118,465
2.2% of portfolio›$4.3M
Spire Wealth Management114,897
0.1% of portfolio›$4.2M
LAM Group, Inc.111,805
2.0% of portfolio›$4.1M
West Paces Advisors Inc.111,009
0.7% of portfolio›$4.0M
Avior Wealth Management, LLC109,569
0.1% of portfolio›$4.0M
Compound Planning, Inc.108,016
0.1% of portfolio›$3.9M
Sterling Wealth Management, Inc.103,183
1.0% of portfolio›$3.7M
First Citizens Asset Management, Inc.101,309
1.2% of portfolio›$3.7M
Ariadne Wealth Management, LP91,201
1.4% of portfolio›$3.3M
Waterfront Wealth Inc.90,935
0.5% of portfolio›$3.3M
Strategic Wealth Advisors LLC86,247
2.3% of portfolio›$3.1M
InTrack Investment Management Inc85,532
1.5% of portfolio›$3.1M
Aurelius Family Office LLC79,185
1.1% of portfolio›$2.9M
Navigoe, LLC74,759
1.5% of portfolio›$2.7M
BIP Wealth, LLC74,711
0.1% of portfolio›$2.7M
Modera Wealth Management, LLC70,744
0.0% of portfolio›$2.6M
Austin Asset Management Co Inc68,201
0.3% of portfolio›$2.5M
Vestia Personal Wealth Advisors66,679
0.9% of portfolio›$2.4M
AdvisorNet Financial, Inc63,631
0.1% of portfolio›$2.3M
First United Bank & Trust63,307
0.7% of portfolio›$2.3M
Colony Family Offices, LLC62,862
0.5% of portfolio›$2.3M
Farther Finance Advisors, LLC62,762
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC61,409
0.0% of portfolio›$2.2M
Provident Wealth Management, LLC61,325
0.8% of portfolio›$2.2M
ERn Financial, LLC59,528
0.4% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.59,303
0.0% of portfolio›$2.1M
Axxcess Wealth Management, LLC59,180
0.1% of portfolio›$2.1M
PFG Advisors58,116
0.1% of portfolio›$2.1M
Maryland Capital Advisors Inc.57,241
0.6% of portfolio›$2.1M
CLG LLC55,736
0.4% of portfolio›$2.0M
Glass Jacobson Investment Advisors llc53,690
0.6% of portfolio›$1.9M
Elwood & Goetz Wealth Advisory Group, LLC53,590
0.3% of portfolio›$1.9M
Kane Co Wealth Management, Inc.52,667
1.5% of portfolio›$1.9M
Ballast Financial Advisors LLC51,007
1.7% of portfolio›$1.8M
DiNuzzo Private Wealth, Inc.46,780
0.2% of portfolio›$1.7M
Mission Wealth Management, LP45,069
0.0% of portfolio›$1.6M
Kestra Private Wealth Services, LLC44,612
0.0% of portfolio›$1.6M
Prospect Financial Group LLC44,236
1.3% of portfolio›$1.6M
Forum Financial Management, LP43,393
0.0% of portfolio›$1.6M
Tortoise Investment Management, LLC42,517
0.1% of portfolio›$1.5M
JDH Wealth Management, LLC39,074
0.9% of portfolio›$1.4M
Frankly Finances, LLC37,988
1.1% of portfolio›$1.4M
Narus Financial Partners, LLC37,081
0.4% of portfolio›$1.3M
Werba Rubin Papier Wealth Management33,753
0.1% of portfolio›$1.2M
Choreo, LLC33,600
0.0% of portfolio›$1.2M
DBK Financial Counsel, LLC31,902
0.9% of portfolio›$1.2M
Andrews, Lucia Wealth Management LLC30,602
0.6% of portfolio›$1.1M
Chicago Partners Investment Group LLC23,791
0.0% of portfolio›$841.5K
Capital Investment Advisory Services, LLC23,147
0.1% of portfolio›$842.2K
Blume Capital Management, Inc.23,100
0.1% of portfolio›$836.9K
Integras Partners LLC22,653
0.5% of portfolio›$820.7K
Tranquility Partners, LLC21,787
0.3% of portfolio›$789.3K
Joseph Group Capital Management21,547
0.1% of portfolio›$780.6K
NorthCrest Asset Manangement, LLC20,999
0.0% of portfolio›$749.7K
West Wealth Group, LLC20,117
0.1% of portfolio›$728.8K
Everhart Financial Group, Inc.20,012
0.0% of portfolio›$725.0K
Washington Trust Advisors, Inc.19,813
0.1% of portfolio›$717.8K
Ascentis Independent Advisors19,646
0.0% of portfolio›$711.8K
Granville Capital, Inc.19,414
0.3% of portfolio›$703.4K
Quad-Cities Investment Group, LLC19,183
0.2% of portfolio›$695.0K
United Advisor Group, LLC19,007
0.1% of portfolio›$688.6K
Rockwood Wealth Management, LLC18,963
0.0% of portfolio›$687.0K
Bank of New York Mellon Corp17,978
0.0% of portfolio›$651.4K
Sutton Place Investors LLC17,585
0.3% of portfolio›$637.1K
Quarry Hill Advisors, LLC16,743
0.2% of portfolio›$606.6K
Strategent Financial, LLC16,587
0.3% of portfolio›$600.9K
Legacy Capital Wealth Partners, LLC15,999
0.1% of portfolio›$579.6K
Concurrent Investment Advisors, LLC15,361
0.0% of portfolio›$556.5K
rebel Financial LLC15,173
0.2% of portfolio›$549.7K
Pacific Asset Management, LLC14,756
0.3% of portfolio›$534.6K
Partners in Financial Planning14,692
0.1% of portfolio›$532.3K
New Dimensions Wealth Management, LLC12,955
0.3% of portfolio›$469.4K
Shearwater Capital LLC12,356
0.2% of portfolio›$447.7K
Long Island Wealth Management, Inc.12,267
0.2% of portfolio›$444.4K
SAX Wealth Advisors, LLC12,265
0.0% of portfolio›$444.4K
Fifth Third Bancorp12,158
0.0% of portfolio›$440.5K
AWM Capital, LLC11,925
0.0% of portfolio›$432.1K
Squire Investment Management Company, LLC11,715
0.1% of portfolio›$424.4K
Navigate Wealth Management, LLC11,474
0.3% of portfolio›$413.4K
180 Wealth Advisors, LLC11,436
0.0% of portfolio›$414.3K
Cannon Financial Strategists, Inc.11,158
0.0% of portfolio›$404.2K
Abel Hall, LLC11,097
0.1% of portfolio›$402.0K
Merit Financial Group, LLC10,912
0.0% of portfolio›$395.3K
Sterling Financial Planning, Inc.10,787
0.1% of portfolio›$390.8K
Burton Enright Welch10,332
0.0% of portfolio›$374.3K
IFG Advisors, LLC10,107
0.1% of portfolio›$366.2K
Diversify Advisory Services, LLC9,779
0.0% of portfolio›$351.3K
Diversify Wealth Management, LLC9,779
0.0% of portfolio›$351.3K
SeaCrest Wealth Management, LLC9,463
0.0% of portfolio›$342.8K
CX Institutional9,280
0.0% of portfolio›$336
AlphaCore Capital LLC9,092
0.0% of portfolio›$329.4K
Clarity Capital Advisors, LLC8,980
0.1% of portfolio›$325.3K
Signal Advisors Wealth, LLC8,919
0.0% of portfolio›$323.1K
Vermillion Wealth Management, Inc.8,912
0.4% of portfolio›$322.9K
Stevens Capital Partners8,846
0.1% of portfolio›$320.5K
Elevate Wealth Advisory, Inc8,609
0.2% of portfolio›$311.9K
Baker Tilly Wealth Management, LLC8,538
0.1% of portfolio›$309.3K
Family Office Research LLC8,258
0.1% of portfolio›$299.2K
Legacy Edge Advisors, LLC6,962
0.0% of portfolio›$252.2K
PNC Financial Services Group, Inc.6,685
0.0% of portfolio›$242.2K
Dixon Fnancial Services, Inc.6,503
0.1% of portfolio›$235.6K
GEM Asset Management, LLC6,266
0.1% of portfolio›$227.0K
Cherry Tree Wealth Management, LLC6,225
0.0% of portfolio›$225.5K
Wealthcare Advisory Partners LLC6,086
0.0% of portfolio›$220.5K
Secure Asset Management, LLC5,875
0.0% of portfolio›$212.9K
Signature Estate & Investment Advisors LLC5,604
0.0% of portfolio›$203.0K
Integrity Advisory Solutions, LLC5,565
0.0% of portfolio›$201.6K
Aspiriant, LLC5,538
0.0% of portfolio›$200.6K
Blue Trust, Inc.4,708
0.0% of portfolio›$170.6K
Creative Financial Designs Inc4,260
0.0% of portfolio›$154.3K
Pillar Financial Advisors, LLC3,903
0.1% of portfolio›$141.4K
Rachor Investment Advisory Services, LLC3,339
0.1% of portfolio›$121.0K
Private Trust Co NA3,233
0.0% of portfolio›$117.1K
Fairman Group, LLC3,171
0.1% of portfolio›$114.9K
IFP Advisors, Inc2,619
0.0% of portfolio›$94.9K
Horizon Financial Services, LLC2,307
0.0% of portfolio›$83.6K
EverSource Wealth Advisors, LLC2,005
0.0% of portfolio›$72.6K
UMB Bank, n.a.1,990
0.0% of portfolio›$72.1K
Ashton Thomas Private Wealth, LLC1,705
0.0% of portfolio›$61.8K
US Bancorp \de\1,700
0.0% of portfolio›$61.6K
Angeles Wealth Management, LLC1,585
0.0% of portfolio›$57.4K
Markowski Investments1,319
0.0% of portfolio›$47.8K
Russell Investments Group, Ltd.1,276
0.0% of portfolio›$46.2K
Prudent Man Investment Management, Inc.893
0.0% of portfolio›$32.4K
Oakworth Capital, Inc.861
0.0% of portfolio›$31.2K
Hilton Head Capital Partners, LLC833
0.0% of portfolio›$30.2K
Hurley Capital, LLC767
0.0% of portfolio›$27.8K
Acumen Wealth Advisors, LLC696
0.0% of portfolio›$25.2K
Team Financial Group, LLC649
0.0% of portfolio›$23.5K
Triumph Capital Management606
0.0% of portfolio›$21.9K
Farmers & Merchants Investments Inc591
0.0% of portfolio›$21.4K
Gleason Group, Inc.571
0.0% of portfolio›$20.7K
Jnba Financial Advisors474
0.0% of portfolio›$17.2K
Asset Dedication, LLC458
0.0% of portfolio›$16.6K
Highline Wealth Partners LLC443
0.0% of portfolio›$16.1K
Montgomery Financial Services LLC409
0.0% of portfolio›$14.8K
Birchwood Financial Partners, Inc.379
0.0% of portfolio›$13.7K
Trust Co321
0.0% of portfolio›$11.6K
New England Capital Financial Advisors LLC321
0.0% of portfolio›$11.6K
Signature Resources Capital Management, LLC304
0.0% of portfolio›$11.0K
Jacobi Capital Management LLC296
0.0% of portfolio›$10.7K
Hughes Financial Services, LLC255
0.0% of portfolio›$9.2K
Archer Investment Corp249
0.0% of portfolio›$9.0K
Bell Investment Advisors, Inc249
0.0% of portfolio›$9.0K
Clearstead Advisors, LLC241
0.0% of portfolio›$8.7K
Lodestone Wealth Management LLC235
0.0% of portfolio›$8.5K
Parkside Financial Bank & Trust213
0.0% of portfolio›$7.7K
CoreCap Advisors, LLC192
0.0% of portfolio›$7.0K
Latitude Advisors, LLC187
0.0% of portfolio›$6.8K
Gamma Investing LLC168
0.0% of portfolio›$6.1K
Golden State Wealth Management, LLC166
0.0% of portfolio›$6.0K
DecisionPoint Financial, LLC162
0.0% of portfolio›$5.8K
Yankcom Partnership125
0.0% of portfolio›$4.5K
Hazlett, Burt & Watson, Inc.116
0.0% of portfolio›$4
Tounjian Advisory Partners, LLC114
0.0% of portfolio›$4.1K
Central Trust Co100
0.0% of portfolio›$3.6K
Cullen T Bankers, Inc.85
0.0% of portfolio›$3.1K
SRH Advisors, LLC84
0.0% of portfolio›$3.0K
Kingdom Financial Group Llc.81
0.0% of portfolio›$2.9K
Clearstead Trust, LLC69
0.0% of portfolio›$2.5K
Signature Equity Partners, LLC55
0.0% of portfolio›$2.0K
Key FInancial Inc44
0.0% of portfolio›$1.6K
Lanark Financial, Inc.27
0.0% of portfolio›$978
Versant Capital Management, Inc24
0.0% of portfolio›$870
Rosenberg Matthew Hamilton21
0.0% of portfolio›$761
StyleTurnoverLocationFiled
Matson Money. Inc.
12,220,280$442.7M12.4%ETFVery LowMason, OH2026-10-23
First Citizens Bank & Trust Co
3,395,810$123.0M1.8%CoreMediumRaleigh, NC2026-10-14
Creative Planning
2,323,108$84.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Assetmark, Inc
2,322,020$84.1M0.1%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
1,935,208$70.1M1.2%ETFMediumNew York, NY2026-10-26
Root Financial Partners, LLC
1,805,975$65.4M2.2%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
1,782,248$64.6M0.5%IndexLowNew York, NY2026-10-29
TCI Wealth Advisors, Inc.
1,640,529$59.4M2.4%ETFLowTucson, AZ2026-10-30
Evanson Financial, LLC
1,420,800$51.5M2.5%ETFN/AMclean, VA2026-10-23
Mather Group, Llc.
1,307,916$47.4M0.4%ETFMediumChicago, IL2026-10-14
Discipline Wealth Solutions, LLC
1,047,400$37.9M3.3%ETFLowGreenville, SC2026-10-14
Savant Capital, LLC
866,903$31.4M0.1%IndexVery LowRockford, IL2026-11-06
Index Fund Advisors, Inc.
725,367$26.3M1.1%ETFVery LowIrvine, CA2026-11-05
Shore Point Advisors, LLC
652,119$23.6M7.5%ETFLowBrielle, NJ2026-10-14
Eclectic Associates Inc
625,531$22.7M2.5%ETFVery LowFullerton, CA2026-10-09
Wealth Management Nebraska
605,963$22.0M1.9%ETFLowNorfolk, NE2026-10-26
Sherrill & Hutchins Financial Advisory, Inc
582,466$21.1M10.2%ETFVery LowAtlanta, GA2026-10-14
Tanager Wealth Management LLP
537,139$19.5M1.6%ETFLowGoring On Thames, United Kingdom2026-10-19
Factor Wealth Management LTD
533,072$19.3M3.0%ETFLowChicago, IL2026-10-08
Ballentine Capital Advisors, Inc
488,941$17.7M6.7%ETFVery LowGreenville, SC2026-10-14
Aire Advisors, LLC
474,994$17.2M2.8%ETFVery LowBeverly Hills, CA2026-10-22
Abacus Planning Group, Inc.
407,122$14.8M1.8%ETFLowColumbia, SC2026-11-02
Three Arch Wealth Management LLC
398,159$14.4M2.3%ETFVery LowIrvine, CA2026-10-20
SVB Wealth LLC
366,351$13.3M0.9%CoreLowBoston, MA2026-11-06
Berman McAleer LLC
363,331$13.2M1.5%ETFVery LowTimonium, MD2026-10-16
Guardian Wealth Management, LLC
350,972$12.7M3.6%ETFVery LowChattanooga, TN2026-10-14
Forvis Mazars Wealth Advisors, LLC
348,802$12.6M0.2%ETFVery LowSpringfield, MO2026-10-13
LPL Financial LLC
332,811$12.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Allodium Investment Consultants, LLC
331,116$12.0M4.9%ETFVery LowMinneapolis, MN2026-10-14
Timonier Family Office, Ltd.
328,663$11.9M4.2%ETFVery LowWinston Salem, NC2026-11-03
GEN Financial Management, Inc.
312,333$11.3M6.1%ETFLowPlymouth, MN2026-10-13
Larson Financial Group LLC
307,778$11.2M0.3%GrowthLowSt Louis, MO2026-11-05
Apella Capital, LLC
307,644$11.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Kelly Financial Group LLC
306,670$11.1M2.6%ETFLowWethersfield, CT2026-10-16
Level Financial Advisors
305,649$11.1M2.4%ETFLowEast Amherst, NY2026-10-13
Allworth Financial LP
289,669$10.1M0.0%IndexLowFolsom, CA2026-11-06
Element Pointe Advisors, LLC
279,756$10.1M1.4%ETFLowMiami, FL2026-10-21
Robinswood Financial LLC
278,100$10.0M3.1%ETFVery LowKirkland, WA2026-10-20
TCV Trust & Wealth Management, Inc.
274,408$9.9M0.8%CoreVery LowRichmond, VA2026-10-16
AMI Investment Management Inc
273,879$9.9M1.9%ETFLowKendallville, IN2026-10-27
Websterrogers Financial Advisors, LLC
258,496$9.4M2.5%ETFVery LowFlorence, SC2026-11-02
First Pacific Financial
255,429$9.3M0.9%ETFLowVancouver, WA2026-10-14
Collective Family Office LLC
253,912$9.2M1.9%ETFLowYork, PA2026-10-05
Wealth Enhancement Advisory Services, LLC
209,536$6.7M0.0%CoreLowPlymouth, MN2026-10-13
McMill Wealth Management
195,518$7.1M1.6%Deep ValueHighNorfolk, NE2026-11-05
Davenport & Co LLC
194,643$7.1M0.0%CoreMediumRichmond, VA2026-10-14
M Holdings Securities, Inc.
184,598$6.6K0.0%ETFHighPortland, OR2026-11-03
Harbor Investment Advisory, LLC
179,589$6.5M0.4%GrowthLowLutherville, MD2026-10-13
Commonwealth Equity Services, LLC
164,317$6.0M0.0%ETFLowWaltham, MA2026-11-02
Trinity Financial Advisors LLC
155,467$5.6M1.4%ETFLowColumbus, OH2026-10-09
Broadway Wealth Solutions, Inc.
150,154$5.4M2.4%ETFVery LowSan Antonio, TX2026-10-21
Dynamic Advisor Solutions LLC
145,728$5.3M0.1%ETFLowPhoenix, AZ2026-10-13
Acorn Creek Capital LLC
141,316$5.1M1.7%ETFLowFort Collins, CO2026-11-05
Syverson Strege & Co
129,905$4.7M1.0%ETFVery LowWest Des Moines, IA2026-11-02
Sachem Hill LLC
125,887$4.6M0.8%ETFVery LowDenver, CO2026-10-14
IAG Wealth Partners, LLC
123,731$4.5M0.4%ETFLowWaukesha, WI2026-11-06
Thrivent Financial for Lutherans
119,749$4.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Williams Financial, LLC
118,465$4.3M2.2%ETFMediumNorth Bennington, VT2026-10-19
Spire Wealth Management
114,897$4.2M0.1%GrowthMediumMclean, VA2026-10-30
LAM Group, Inc.
111,805$4.1M2.0%ETFVery LowLake Oswego, OR2026-10-26
West Paces Advisors Inc.
111,009$4.0M0.7%ETFLowAtlanta, GA2026-10-13
Avior Wealth Management, LLC
109,569$4.0M0.1%ETFMediumOmaha, NE2026-10-13
Compound Planning, Inc.
108,016$3.9M0.1%CoreLowNew York, NY2026-11-05
Sterling Wealth Management, Inc.
103,183$3.7M1.0%ETFLowChampaign, IL2026-10-23
First Citizens Asset Management, Inc.
101,309$3.7M1.2%ETFVery LowRaleigh, NC2026-11-06
Ariadne Wealth Management, LP
91,201$3.3M1.4%CoreLowSanta Barbara, CA2026-11-06
Waterfront Wealth Inc.
90,935$3.3M0.5%ValueLowOverland Park, KS2026-11-03
Strategic Wealth Advisors LLC
86,247$3.1M2.3%ETFVery LowScottsdale, AZ2026-11-06
InTrack Investment Management Inc
85,532$3.1M1.5%GrowthMediumSouth Burlington, VT2026-10-15
Aurelius Family Office LLC
79,185$2.9M1.1%ETFVery LowBedford, NH2026-10-23
Navigoe, LLC
74,759$2.7M1.5%ETFVery LowRedondo Beach, CA2026-11-04
BIP Wealth, LLC
74,711$2.7M0.1%ETFMediumAtlanta, GA2026-10-22
Modera Wealth Management, LLC
70,744$2.6M0.0%ETFVery LowWestwood, NJ2026-10-28
Austin Asset Management Co Inc
68,201$2.5M0.3%ETFVery LowAustin, TX2026-10-29
Vestia Personal Wealth Advisors
66,679$2.4M0.9%ETFMediumFort Wayne, IN2026-10-20
AdvisorNet Financial, Inc
63,631$2.3M0.1%ETFLowMinnetonka, MN2026-10-15
First United Bank & Trust
63,307$2.3M0.7%CoreLowOakland, MD2026-10-22
Colony Family Offices, LLC
62,862$2.3M0.5%ETFVery LowCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
62,762$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
61,409$2.2M0.0%CoreLowAustin, TX2026-11-02
Provident Wealth Management, LLC
61,325$2.2M0.8%ETFVery LowBrentwood, TN2026-10-20
ERn Financial, LLC
59,528$2.2M0.4%ETFVery LowMiddleton, WI2026-10-28
Cambridge Investment Research Advisors, Inc.
59,303$2.1M0.0%ETFLowFairfield, IA2026-11-02
Axxcess Wealth Management, LLC
59,180$2.1M0.1%CoreLowCarlsbad, CA2026-10-21
PFG Advisors
58,116$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Maryland Capital Advisors Inc.
57,241$2.1M0.6%ETFVery LowChester, MD2026-10-15
CLG LLC
55,736$2.0M0.4%ETFMediumLong Beach, CA2026-10-13
Glass Jacobson Investment Advisors llc
53,690$1.9M0.6%ETFLowOwings Mills, MD2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
53,590$1.9M0.3%ETFLowAthens, GA2026-10-28
Kane Co Wealth Management, Inc.
52,667$1.9M1.5%ETFVery LowJohnston, IA2026-11-04
Ballast Financial Advisors LLC
51,007$1.8M1.7%ETFVery LowWest Chester, PA2026-10-26
DiNuzzo Private Wealth, Inc.
46,780$1.7M0.2%ETFLowBeaver, PA2026-10-16
Mission Wealth Management, LP
45,069$1.6M0.0%ETFLowSanta Barbara, CA2026-10-15
Kestra Private Wealth Services, LLC
44,612$1.6M0.0%GrowthLowAustin, TX2026-11-06
Prospect Financial Group LLC
44,236$1.6M1.3%ETFVery LowArlington, VA2026-11-05
Forum Financial Management, LP
43,393$1.6M0.0%ETFLowLombard, IL2026-10-16
Tortoise Investment Management, LLC
42,517$1.5M0.1%ETFLowWhite Plains, NY2026-11-06
JDH Wealth Management, LLC
39,074$1.4M0.9%ETFVery LowSanta Rosa, CA2026-10-20
Frankly Finances, LLC
37,988$1.4M1.1%ETFVery LowWinter Park, FL2026-10-28
Narus Financial Partners, LLC
37,081$1.3M0.4%ValueLowSalt Lake City, UT2026-10-19
Werba Rubin Papier Wealth Management
33,753$1.2M0.1%ETFLowSan Jose, CA2026-11-06
Choreo, LLC
33,600$1.2M0.0%IndexLowRockford, IL2026-10-28
DBK Financial Counsel, LLC
31,902$1.2M0.9%ETFVery LowCuyahoga Falls, OH2026-10-13
Andrews, Lucia Wealth Management LLC
30,602$1.1M0.6%ETFVery LowDanville, CA2026-11-02
Chicago Partners Investment Group LLC
23,791$841.5K0.0%GARPLowChicago, IL2026-10-27
Capital Investment Advisory Services, LLC
23,147$842.2K0.1%CoreMediumRaleigh, NC2026-10-30
Blume Capital Management, Inc.
23,100$836.9K0.1%CoreMediumBerkeley, CA2026-10-26
Integras Partners LLC
22,653$820.7K0.5%CoreLowAlpharetta, GA2026-10-30
Tranquility Partners, LLC
21,787$789.3K0.3%CoreLowBrentwood, TN2026-10-20
Joseph Group Capital Management
21,547$780.6K0.1%ETFLowColumbus, OH2026-11-04
NorthCrest Asset Manangement, LLC
20,999$749.7K0.0%GrowthLowPlymouth, MN2026-10-13
West Wealth Group, LLC
20,117$728.8K0.1%ETFMediumIrvine, CA2026-10-14
Everhart Financial Group, Inc.
20,012$725.0K0.0%ETFLowDublin, OH2026-10-08
Washington Trust Advisors, Inc.
19,813$717.8K0.1%GrowthLowWellesley, MA2026-10-22
Ascentis Independent Advisors
19,646$711.8K0.0%ETFLowDallas, TX2026-11-03
Granville Capital, Inc.
19,414$703.4K0.3%ETFVery LowGreensboro, NC2026-11-05
Quad-Cities Investment Group, LLC
19,183$695.0K0.2%CoreLowDavenport, IA2026-10-16
United Advisor Group, LLC
19,007$688.6K0.1%ETFLowCincinnati, OH2026-11-03
Rockwood Wealth Management, LLC
18,963$687.0K0.0%ETFVery LowNew Hope, PA2026-10-27
Bank of New York Mellon Corp
17,978$651.4K0.0%CoreLowNew York, NY2026-11-05
Sutton Place Investors LLC
17,585$637.1K0.3%ETFLowArmonk, NY2026-10-20
Quarry Hill Advisors, LLC
16,743$606.6K0.2%ETFVery LowSt Paul, MN2026-11-04
Strategent Financial, LLC
16,587$600.9K0.3%ETFLowHarrisonburg, VA2026-10-30
Legacy Capital Wealth Partners, LLC
15,999$579.6K0.1%CoreMediumLittle Rock, AR2026-10-21
Concurrent Investment Advisors, LLC
15,361$556.5K0.0%GrowthMediumTampa, FL2026-10-16
rebel Financial LLC
15,173$549.7K0.2%N/AVery LowGroveport, OH2026-11-04
Pacific Asset Management, LLC
14,756$534.6K0.3%ETFVery LowGig Harbor, WA2026-10-15
Partners in Financial Planning
14,692$532.3K0.1%ETFVery LowSalem, VA2026-11-06
New Dimensions Wealth Management, LLC
12,955$469.4K0.3%ETFVery LowAllen, TX2026-11-02
Shearwater Capital LLC
12,356$447.7K0.2%ETFVery LowDenver, CO2026-10-13
Long Island Wealth Management, Inc.
12,267$444.4K0.2%ETFLowMelville, NY2026-10-20
SAX Wealth Advisors, LLC
12,265$444.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Fifth Third Bancorp
12,158$440.5K0.0%IndexVery LowCincinnati, OH2026-11-05
AWM Capital, LLC
11,925$432.1K0.0%ETFLowPhoenix, AZ2026-10-16
Squire Investment Management Company, LLC
11,715$424.4K0.1%ETFVery LowOrem, UT2026-11-03
Navigate Wealth Management, LLC
11,474$413.4K0.3%ETFLowBirmingham, AL2026-10-14
180 Wealth Advisors, LLC
11,436$414.3K0.0%CoreLowFederal Way, WA2026-11-03
Cannon Financial Strategists, Inc.
11,158$404.2K0.0%ETFVery LowAthens, GA2026-10-19
Abel Hall, LLC
11,097$402.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Merit Financial Group, LLC
10,912$395.3K0.0%ETFLowAlpharetta, GA2026-11-06
Sterling Financial Planning, Inc.
10,787$390.8K0.1%ETFVery LowSparta, NJ2026-10-28
Burton Enright Welch
10,332$374.3K0.0%ETFVery LowWalnut Creek, CA2026-11-04
IFG Advisors, LLC
10,107$366.2K0.1%ETFVery LowSt. Louis, MO2026-10-15
Diversify Advisory Services, LLC
9,779$351.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,779$351.3K0.0%GrowthMediumSandy, UT2026-10-20
SeaCrest Wealth Management, LLC
9,463$342.8K0.0%GrowthLowPurchase, NY2026-10-21
CX Institutional
9,280$3360.0%CoreMediumAuburn, IN2026-10-02
AlphaCore Capital LLC
9,092$329.4K0.0%ETFLowLa Jolla, CA2026-11-04
Clarity Capital Advisors, LLC
8,980$325.3K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Signal Advisors Wealth, LLC
8,919$323.1K0.0%ETFLowDetroit, MI2026-10-13
Vermillion Wealth Management, Inc.
8,912$322.9K0.4%ValueLowRosemount, MN2026-10-26
Stevens Capital Partners
8,846$320.5K0.1%ETFVery LowOmaha, NE2026-10-29
Elevate Wealth Advisory, Inc
8,609$311.9K0.2%ETFVery LowAthens, GA2026-10-29
Baker Tilly Wealth Management, LLC
8,538$309.3K0.1%GrowthLowMadison, WI2026-10-05
Family Office Research LLC
8,258$299.2K0.1%ETFLowBethesda, MD2026-10-14
Legacy Edge Advisors, LLC
6,962$252.2K0.0%ETFVery LowSyosset, NY2026-11-06
PNC Financial Services Group, Inc.
6,685$242.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Dixon Fnancial Services, Inc.
6,503$235.6K0.1%ETFVery LowLafayette, CA2026-10-23
GEM Asset Management, LLC
6,266$227.0K0.1%ETFLowPlymouth, MI2026-10-13
Cherry Tree Wealth Management, LLC
6,225$225.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Wealthcare Advisory Partners LLC
6,086$220.5K0.0%ETFLowWest Chester, PA2026-10-21
Secure Asset Management, LLC
5,875$212.9K0.0%GrowthMediumTroy, MI2026-10-19
Signature Estate & Investment Advisors LLC
5,604$203.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Integrity Advisory Solutions, LLC
5,565$201.6K0.0%ETFMediumDallas, TX2026-10-29
Aspiriant, LLC
5,538$200.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Blue Trust, Inc.
4,708$170.6K0.0%ETFLowBrentwood, TN2026-10-15
Creative Financial Designs Inc
4,260$154.3K0.0%ETFMediumKokomo, IN2026-11-04
Pillar Financial Advisors, LLC
3,903$141.4K0.1%ETFVery LowLouisville, KY2026-10-21
Rachor Investment Advisory Services, LLC
3,339$121.0K0.1%ETFVery LowLinden, MI2026-10-29
Private Trust Co NA
3,233$117.1K0.0%CoreLowCleveland, OH2026-10-20
Fairman Group, LLC
3,171$114.9K0.1%ETFLowChesterbrook, PA2026-10-26
IFP Advisors, Inc
2,619$94.9K0.0%GrowthLowTampa, FL2026-10-16
Horizon Financial Services, LLC
2,307$83.6K0.0%ETFLowWinston Salem, NC2026-11-04
EverSource Wealth Advisors, LLC
2,005$72.6K0.0%CoreMediumBirmingham, AL2026-11-04
UMB Bank, n.a.
1,990$72.1K0.0%CoreLowKansas City, MO2026-11-06
Ashton Thomas Private Wealth, LLC
1,705$61.8K0.0%CoreMediumScottsdale, AZ2026-11-03
US Bancorp \de\
1,700$61.6K0.0%IndexLowMinneapolis, MN2026-11-05
Angeles Wealth Management, LLC
1,585$57.4K0.0%ETFLowSanta Monica, CA2026-10-26
Markowski Investments
1,319$47.8K0.0%ETFN/ATampa, FL2026-10-30
Russell Investments Group, Ltd.
1,276$46.2K0.0%CoreLowSeattle, WA2026-11-06
Prudent Man Investment Management, Inc.
893$32.4K0.0%ETFVery LowLouisville, CO2026-11-03
Oakworth Capital, Inc.
861$31.2K0.0%ETFLowBirmingham, AL2026-10-26
Hilton Head Capital Partners, LLC
833$30.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Hurley Capital, LLC
767$27.8K0.0%GARPMediumNew York, NY2026-11-05
Acumen Wealth Advisors, LLC
696$25.2K0.0%GrowthHighChattanooga, TN2026-11-05
Team Financial Group, LLC
649$23.5K0.0%ETFLowTemecula, CA2026-10-30
Triumph Capital Management
606$21.9K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
591$21.4K0.0%CoreVery LowLincoln, NE2026-10-22
Gleason Group, Inc.
571$20.7K0.0%ETFVery LowProspect, KY2026-10-15
Jnba Financial Advisors
474$17.2K0.0%ETFMediumBloomington, MN2026-11-03
Asset Dedication, LLC
458$16.6K0.0%ETFLowSan Francisco, CA2026-11-03
Highline Wealth Partners LLC
443$16.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Montgomery Financial Services LLC
409$14.8K0.0%ETFN/AOcean City, MD2026-11-03
Birchwood Financial Partners, Inc.
379$13.7K0.0%ETFVery LowBloomington, MN2026-11-02
Trust Co
321$11.6K0.0%ETFVery LowManhattan, KS2026-10-09
New England Capital Financial Advisors LLC
321$11.6K0.0%ETFLowMeriden, CT2026-11-03
Signature Resources Capital Management, LLC
304$11.0K0.0%ETFLowNewport Beach, CA2026-10-16
Jacobi Capital Management LLC
296$10.7K0.0%CoreLowPittston, PA2026-11-05
Hughes Financial Services, LLC
255$9.2K0.0%ETFLowHerndon, VA2026-10-30
Archer Investment Corp
249$9.0K0.0%CoreMediumCarmel, IN2026-11-05
Bell Investment Advisors, Inc
249$9.0K0.0%ETFVery LowOrinda, CA2026-10-29
Clearstead Advisors, LLC
241$8.7K0.0%ETFLowCleveland, OH2026-11-06
Lodestone Wealth Management LLC
235$8.5K0.0%CoreLowSpokane, WA2026-10-14
Parkside Financial Bank & Trust
213$7.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
CoreCap Advisors, LLC
192$7.0K0.0%ETFMediumSouthfield, MI2026-10-08
Latitude Advisors, LLC
187$6.8K0.0%ETFLowYorkville, IL2026-10-27
Gamma Investing LLC
168$6.1K0.0%IndexVery LowFoster City, CA2026-10-08
Golden State Wealth Management, LLC
166$6.0K0.0%ETFMediumSanta Ana, CA2026-11-02
DecisionPoint Financial, LLC
162$5.8K0.0%ETFVery LowMesa, AZ2026-10-27
Yankcom Partnership
125$4.5K0.0%CoreVery LowYankton, SD2026-10-15
Hazlett, Burt & Watson, Inc.
116$40.0%CoreVery LowWheeling, WV2026-11-04
Tounjian Advisory Partners, LLC
114$4.1K0.0%GrowthHighFort Myers, FL2026-11-04
Central Trust Co
100$3.6K0.0%CoreLowJefferson City, MO2026-11-05
Cullen T Bankers, Inc.
85$3.1K0.0%GrowthLowSan Antonio, TX2026-10-28
SRH Advisors, LLC
84$3.0K0.0%ETFVery LowSalina, KS2026-10-22
Kingdom Financial Group Llc.
81$2.9K0.0%ETFMediumPeoria, AZ2026-11-04
Clearstead Trust, LLC
69$2.5K0.0%GrowthLowPortland, ME2026-11-06
Signature Equity Partners, LLC
55$2.0K0.0%GrowthMediumColumbus, OH2026-10-29
Key FInancial Inc
44$1.6K0.0%ETFLowWest Chester, PA2026-11-02
Lanark Financial, Inc.
27$9780.0%CoreMediumBirmingham, AL2026-10-26
Versant Capital Management, Inc
24$8700.0%GARPLowPhoenix, AZ2026-10-02
Rosenberg Matthew Hamilton
21$7610.0%ETFVery LowGrand Junction, CO2026-10-05