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Dimensional International SM (DISV)

CUSIP: 25434V781 | NYSE | 648 institutional holders

Quarters

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

Forum Financial Management, LP5,650,530
3.2% of portfolio›$244.6M
Mather Group, Llc.4,994,845
1.8% of portfolio›$216.2M
Savant Capital, LLC4,140,437
0.5% of portfolio›$179.2M
Ritholtz Wealth Management2,412,243
1.5% of portfolio›$104.4M
Asset Dedication, LLC1,238,155
3.3% of portfolio›$53.6M
Evanson Financial, LLC1,167,340
2.5% of portfolio›$50.5M
Creative Planning869,607
0.0% of portfolio›$37.6M
Wealth Enhancement Advisory Services, LLC733,521
0.0% of portfolio›$31.1M
Index Fund Advisors, Inc.682,983
1.3% of portfolio›$29.6M
Integris Wealth Management, LLC660,874
5.5% of portfolio›$28.6M
DiNuzzo Private Wealth, Inc.645,733
2.8% of portfolio›$28.0M
William Mack & Associates, Inc.634,583
8.6% of portfolio›$27.5M
Modera Wealth Management, LLC584,174
0.3% of portfolio›$25.3M
Financial Harvest, LLC564,504
11.5% of portfolio›$24.4M
NorthAvenue LLC555,281
17.0% of portfolio›$24.0M
Earned Wealth Advisors, LLC546,559
1.4% of portfolio›$23.7M
Apella Capital, LLC539,929
0.3% of portfolio›$23.0M
Baker Ellis Asset Management LLC536,539
2.5% of portfolio›$23.2M
Equita Financial Network, Inc.505,289
6.2% of portfolio›$21.9M
Shakespeare Wealth Management, LLC443,002
3.7% of portfolio›$19.2M
Assetmark, Inc417,461
0.0% of portfolio›$18.1M
Park Avenue Securities LLC367,202
0.3% of portfolio›$15.9M
Meritas Wealth Management, LLC352,071
5.5% of portfolio›$15.2M
Quantum Financial Advisors, LLC321,191
1.3% of portfolio›$13.9M
Sensible Money, LLC320,954
3.6% of portfolio›$13.9M
United Wealth Management, LLC313,514
3.6% of portfolio›$13.6M
Exchange Traded Concepts, LLC312,558
0.1% of portfolio›$13.5M
AlphaCore Capital LLC309,568
0.2% of portfolio›$13.4M
Sterling Financial Planning, Inc.307,396
3.6% of portfolio›$13.3M
Twin Cities Retirement Group LLC302,186
10.9% of portfolio›$13.1M
Guardian Wealth Management, LLC294,650
3.6% of portfolio›$12.8M
Quadcap Wealth Management, LLC291,900
1.2% of portfolio›$12.6M
Keyes, Stange & Wooten Wealth Management, LLC290,786
5.9% of portfolio›$12.6M
Farther Finance Advisors, LLC286,150
0.1% of portfolio›$12.4M
Hassell Wealth Management, LLC280,266
3.7% of portfolio›$12.1M
Pacific Sage Partners, LLC277,758
1.6% of portfolio›$12.0M
Physician Wealth Solutions Inc.264,022
4.5% of portfolio›$11.4M
Krilogy Financial LLC262,495
0.3% of portfolio›$11.2M
Squire Investment Management Company, LLC253,287
2.6% of portfolio›$11.0M
Financial Architects, LLC250,920
5.6% of portfolio›$10.9M
Yardley Wealth Management LLC246,168
4.7% of portfolio›$10.7M
LPL Financial LLC237,204
0.0% of portfolio›$10.3M
Financial Symmetry Inc231,749
3.2% of portfolio›$10.1M
Collective Family Office LLC219,690
2.0% of portfolio›$9.5M
Integrity Alliance, Llc.216,994
0.3% of portfolio›$9.4M
Shotwell Rutter Baer Inc216,693
5.2% of portfolio›$9.4M
Sachem Hill LLC210,062
1.6% of portfolio›$9.1M
25 LLC207,058
2.4% of portfolio›$9.0M
Choreo, LLC205,652
0.1% of portfolio›$8.9M
BIP Wealth, LLC202,367
0.2% of portfolio›$8.8M
Aerodigm Wealth, LLC199,485
3.0% of portfolio›$8.6M
Chicago Partners Investment Group LLC198,381
0.2% of portfolio›$8.4M
Concurrent Investment Advisors, LLC197,789
0.1% of portfolio›$8.6M
Private Wealth Management Group, LLC194,400
1.9% of portfolio›$8.4M
Sepio Capital, LP193,017
0.3% of portfolio›$8.4M
Integrity Advisory Solutions, LLC192,692
0.9% of portfolio›$8.3M
Astra Wealth Partners LLC188,543
4.6% of portfolio›$8.2M
Wealth Advisors Northwest LLC187,563
2.7% of portfolio›$8.1M
SAX Wealth Advisors, LLC186,170
0.2% of portfolio›$8.1M
Foundry Financial LLC184,203
2.5% of portfolio›$8.0M
Foundation Wealth Management, Llc\pa181,338
2.6% of portfolio›$7.9M
LAM Group, Inc.176,625
3.9% of portfolio›$7.6M
Clarity Wealth Development LLC169,768
4.2% of portfolio›$7.3M
Mills Wealth Advisors LLC164,461
2.3% of portfolio›$7.1M
BetterWealth, LLC164,439
1.2% of portfolio›$7.1M
Merit Financial Group, LLC164,386
0.0% of portfolio›$7.1M
Abacus Wealth Partners, LLC160,013
0.8% of portfolio›$6.9M
Vestia Personal Wealth Advisors158,997
2.6% of portfolio›$6.9M
Seven Bridges Advisors LLC158,855
3.1% of portfolio›$6.9M
Avalon Capital Management149,410
1.5% of portfolio›$6.5M
Burk Holdings LLC146,452
2.2% of portfolio›$6.3M
Abel Hall, LLC143,020
1.1% of portfolio›$6.2M
Commonwealth Equity Services, LLC142,332
0.0% of portfolio›$6.2M
Navigoe, LLC135,701
3.2% of portfolio›$5.9M
Avant Financial Advisors LLC134,832
3.6% of portfolio›$5.8M
Navigate Wealth Management, LLC134,333
3.5% of portfolio›$5.7M
ShankerValleau Wealth Advisors, Inc.133,004
1.5% of portfolio›$5.8M
Allworth Financial LP123,131
0.0% of portfolio›$4.9M
M Holdings Securities, Inc.122,845
0.0% of portfolio›$5.2K
JDH Wealth Management, LLC122,179
3.2% of portfolio›$5.3M
HMV Wealth Advisors, LLC121,974
2.0% of portfolio›$5.3M
Sterling Wealth Management, Inc.121,563
1.4% of portfolio›$5.3M
Northwest Wealth Management, LLC120,399
0.7% of portfolio›$5.2M
Tillman Hartley LLC117,029
1.0% of portfolio›$5.1M
Willow Creek Wealth Management Inc.116,437
0.3% of portfolio›$5.0M
Good Harbor Advisors, Inc.114,126
4.6% of portfolio›$4.9M
New England Private Wealth Advisors LLC113,747
0.5% of portfolio›$4.9M
Emprise Bank111,832
1.9% of portfolio›$4.8M
McLean Asset Management Corp108,977
0.6% of portfolio›$4.6M
Aviance Capital Partners, LLC108,642
0.5% of portfolio›$4.7M
Vestment Financial LLC108,263
2.1% of portfolio›$4.6M
XY Planning Network, Inc.107,764
0.5% of portfolio›$4.7M
Master's Wealth Management Inc.106,694
1.3% of portfolio›$4.6M
Kaufman Rossin Wealth, LLC102,431
1.8% of portfolio›$4.4M
Bayshore Asset Management, LLC100,804
1.5% of portfolio›$4.3M
Spire Wealth Management99,690
0.1% of portfolio›$4.3M
Golden Bell Financial Planning LLC98,181
3.1% of portfolio›$4.3M
E6 Portfolios, LLC92,321
3.0% of portfolio›$4.0M
Gradient Capital Advisors, LLC89,998
0.9% of portfolio›$3.9M
RAM Investment Partners, LLC88,714
0.6% of portfolio›$3.8M
Kane Co Wealth Management, Inc.87,006
3.0% of portfolio›$3.8M
Quarry Hill Advisors, LLC84,612
1.4% of portfolio›$3.7M
Avior Wealth Management, LLC83,456
0.1% of portfolio›$3.6M
Kestra Advisory Services, LLC78,442
0.0% of portfolio›$3.4M
CSP Financial Group, LLC77,498
3.4% of portfolio›$3.4M
Vannoy Advisory Group, Inc.77,433
1.9% of portfolio›$3.4M
Burton Enright Welch74,442
0.3% of portfolio›$3.2M
Maryland Capital Advisors Inc.74,044
1.0% of portfolio›$3.2M
EverSource Wealth Advisors, LLC73,763
0.1% of portfolio›$3.2M
RTD Financial Advisors, Inc.73,586
0.3% of portfolio›$3.2M
Andrews, Lucia Wealth Management LLC72,859
1.7% of portfolio›$3.2M
Glass Jacobson Investment Advisors llc72,834
1.0% of portfolio›$3.2M
Brady Martz Wealth Solutions, LLC69,168
0.4% of portfolio›$3.0M
Mraz, Amerine & Associates, Inc.68,255
0.5% of portfolio›$3.0M
Phillips Financial Management, LLC66,871
0.2% of portfolio›$2.9M
Aurelius Family Office LLC64,478
1.1% of portfolio›$2.8M
Liberty Capital Management, Inc.59,490
0.4% of portfolio›$2.6M
Visionary Wealth Advisors57,696
0.1% of portfolio›$2.5M
Acorn Wealth Advisors, LLC56,645
0.6% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.56,360
0.0% of portfolio›$2.4M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies56,061
1.8% of portfolio›$2.4M
Ferguson Johnson Wealth Management Inc53,581
1.7% of portfolio›$2.3M
Forvis Mazars Wealth Advisors, LLC52,613
0.0% of portfolio›$2.3M
Cambridge Financial Group, LLC50,664
0.6% of portfolio›$2.0M
Koenig Investment Advisory, LLC48,833
1.5% of portfolio›$2.1M
Mission Wealth Management, LP48,520
0.0% of portfolio›$2.1M
Fortitude Family Office, LLC48,313
0.4% of portfolio›$2.1M
Triumph Capital Management47,999
0.4% of portfolio›$2.1M
Clear Creek Financial Management, LLC47,591
0.2% of portfolio›$2.1M
Midwest Trust Co46,719
0.0% of portfolio›$2.0M
Cherry Tree Wealth Management, LLC44,456
0.4% of portfolio›$1.9M
Shearwater Capital LLC44,287
0.9% of portfolio›$1.9M
Matisse Capital44,100
0.7% of portfolio›$1.9M
Cogent Strategic Wealth LLC42,964
1.8% of portfolio›$1.9M
Werba Rubin Papier Wealth Management42,889
0.2% of portfolio›$1.9M
Benson Investment Management Company, Inc.42,645
10.4% of portfolio›$1.8M
Moisand Fitzgerald Tamayo, LLC41,433
0.2% of portfolio›$1.8M
Citigroup Inc41,247
0.0% of portfolio›$1.8M
Factor Wealth Management LTD40,381
0.3% of portfolio›$1.7M
Three Arch Wealth Management LLC40,264
0.3% of portfolio›$1.7M
Peirce Capital Management, LLC39,976
0.6% of portfolio›$1.7M
Tortoise Investment Management, LLC39,625
0.1% of portfolio›$1.7M
Veratis Advisors, Inc.39,494
1.3% of portfolio›$1.7M
Nautilus Advisors LLC38,171
1.0% of portfolio›$1.7M
McGrath & Associates, Inc.38,036
1.8% of portfolio›$1.6M
Longview Financial Advisors, Inc.37,460
0.9% of portfolio›$1.6M
Titleist Asset Management, LLC36,263
0.1% of portfolio›$1.6M
Prosperity Planning, Inc.35,678
0.3% of portfolio›$1.5M
RF&L Wealth Management, LLC35,301
1.0% of portfolio›$1.5M
AA Financial Advisors, LLC34,835
0.2% of portfolio›$1.5M
Simplicity Wealth,LLC34,816
0.0% of portfolio›$1.5M
Perigon Wealth Management, LLC34,299
0.0% of portfolio›$1.5M
Rasp Wealth Solutions, LLC34,109
0.6% of portfolio›$1.5M
Oceanside Advisors LLC33,708
0.9% of portfolio›$1.5M
Brookstone Capital Management33,022
0.0% of portfolio›$1.4M
HBE Wealth Management, LLC32,283
1.0% of portfolio›$1.4M
Altiora Financial Group, LLC31,774
0.2% of portfolio›$1.4M
Allegiance Financial Group Advisory Services LLC30,936
0.2% of portfolio›$1.3M
Vise Technologies, Inc.30,695
0.0% of portfolio›$1.3M
Two West Capital Advisors LLC30,448
0.7% of portfolio›$1.3M
Level Four Advisory Services, LLC30,230
0.0% of portfolio›$1.3M
Bdfs Capital LLC29,916
0.6% of portfolio›$1.3M
Approach Retirement Advisors, LLC29,860
1.0% of portfolio›$1.3M
FIG Financial Advisory Services Inc27,894
0.7% of portfolio›$1.2M
W.H. Cornerstone Investments Inc.27,840
0.7% of portfolio›$1.2M
Truist Financial Corp27,817
0.0% of portfolio›$1.2M
Porter White Investment Advisors, Inc.27,257
0.7% of portfolio›$1.2M
Porter White Investment Advisors, Inc.27,257
0.7% of portfolio›$1.2M
McMill Wealth Management26,910
0.3% of portfolio›$1.2M
Hudson Oak Wealth Advisory LLC26,794
0.9% of portfolio›$1.2M
Ballast Financial Advisors LLC25,513
1.0% of portfolio›$1.1M
Capstone Wealth Management, LLC25,236
0.5% of portfolio›$1.1M
Greenspring Advisors, LLC24,150
0.0% of portfolio›$1.0M
Journey Beyond Wealth, LLC23,855
0.8% of portfolio›$1.0M
Oath Planning, LLC22,598
0.6% of portfolio›$978.3K
Friday Financial22,079
0.2% of portfolio›$941.7K
Signal Advisors Wealth, LLC21,439
0.0% of portfolio›$928.1K
Poinciana Advisors Group, LLC20,580
0.7% of portfolio›$890.9K
Studio Investment Management LLC20,559
0.2% of portfolio›$890.0K
Signaturefd, LLC20,013
0.0% of portfolio›$866.4K
UMB Bank, n.a.20,000
0.0% of portfolio›$865.8K
Tandemgrowth Financial Advisors LLC19,818
0.7% of portfolio›$857.9K
RED Lighthouse Investment Management, LLC19,749
0.3% of portfolio›$854.9K
Harbor Investment Advisory, LLC19,727
0.1% of portfolio›$854.0K
Mattern Wealth Management LLC19,500
0.1% of portfolio›$844.2K
Outbound Financial Inc19,469
0.5% of portfolio›$842.8K
HB Wealth Management, LLC19,318
0.0% of portfolio›$836.3K
CogentBlue Wealth Advisors, LLC19,220
0.8% of portfolio›$832.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,198
0.0% of portfolio›$831.1K
Firethorn Wealth Partners, LLC19,172
0.3% of portfolio›$829.9K
Breakwater Capital Group18,822
0.1% of portfolio›$814.8K
Bedel Financial Consulting, Inc.18,005
0.1% of portfolio›$779.4K
Mullaney, Keating & Wright, Inc.17,604
0.4% of portfolio›$762.1K
DBK Financial Counsel, LLC17,492
0.6% of portfolio›$757.2K
Parkshore Wealth Management, Inc.17,303
0.2% of portfolio›$749.1K
Austin Asset Management Co Inc17,292
0.1% of portfolio›$748.6K
Apollon Wealth Management, LLC17,098
0.0% of portfolio›$740.2K
RCS Financial Planning, LLC16,751
0.4% of portfolio›$725.1K
Abacus Planning Group, Inc.16,561
0.1% of portfolio›$716.9K
Triad Wealth Partners, LLC16,413
0.0% of portfolio›$710.5K
Global Financial Private Client, LLC16,096
0.2% of portfolio›$696.8K
Root Financial Partners, LLC16,035
0.0% of portfolio›$694.2K
Cogent Private Wealth, Inc.15,852
0.4% of portfolio›$686.2K
Freedom Day Solutions, LLC15,641
0.1% of portfolio›$677.1K
Riverchase Wealth Management, LLC15,295
0.3% of portfolio›$662.1K
Verus Financial Partners, Inc.15,118
0.1% of portfolio›$654.5K
BluePrint Investing LLC15,080
0.5% of portfolio›$652.8K
Cornerstone Wealth Management, LLC14,802
0.0% of portfolio›$640.8K
Canvas Wealth Advisors, LLC14,384
0.1% of portfolio›$616.1K
Timonier Family Office, Ltd.14,364
0.2% of portfolio›$621.8K
Diversify Wealth Management, LLC13,981
0.0% of portfolio›$597.5K
Diversify Advisory Services, LLC13,981
0.0% of portfolio›$597.5K
3 Factor Indexing, LLC13,794
0.5% of portfolio›$597.1K
Axxcess Wealth Management, LLC13,638
0.0% of portfolio›$590.4K
Del-Sette Capital Management, LLC13,484
0.3% of portfolio›$583.6K
SC&H Financial Advisors, Inc.13,201
0.1% of portfolio›$571.5K
Great Point Wealth Advisors, LLC12,903
0.1% of portfolio›$558.6K
Clarity Capital Advisors, LLC12,828
0.2% of portfolio›$555.3K
Elevate Wealth Advisory, Inc12,438
0.3% of portfolio›$538.4K
ARK & TLK Investments, LLC12,289
0.1% of portfolio›$532.0K
Accurate Wealth Management, LLC12,189
0.0% of portfolio›$522.7K
US Bancorp \de\11,875
0.0% of portfolio›$514.1K
Torren Management, LLC11,767
0.3% of portfolio›$509.4K
Belleair Asset Management, LLC11,751
0.4% of portfolio›$508.7K
Gibson Capital, LLC11,637
0.1% of portfolio›$503.8K
Frankly Finances, LLC11,542
0.4% of portfolio›$499.7K
Samalin Investment Counsel, LLC10,530
0.1% of portfolio›$455.8K
SmartHarvest Portfolios, LLC10,512
0.2% of portfolio›$455.1K
Clearstead Advisors, LLC10,394
0.0% of portfolio›$450.0K
Concord Wealth Partners10,186
0.1% of portfolio›$441.0K
WealthSpring Partners, LLC9,930
0.5% of portfolio›$429.9K
Tranquility Partners, LLC9,705
0.1% of portfolio›$420.1K
Wealth Enhancement Trust Services, Inc.9,605
0.0% of portfolio›$415.8K
Washington Trust Advisors, Inc.9,523
0.0% of portfolio›$412.3K
Higgins & Schmidt Wealth Strategies LLC9,372
0.2% of portfolio›$405.7K
TCI Wealth Advisors, Inc.9,294
0.0% of portfolio›$402.3K
Sutton Place Investors LLC9,081
0.2% of portfolio›$393.1K
J. Safra Sarasin Holding AG9,000
0.0% of portfolio›$355.0K
Fonville Wealth Management LLC8,626
0.1% of portfolio›$373.4K
Selective Wealth Management, Inc.8,572
0.1% of portfolio›$366.3K
Lauterbach Financial Advisors, LLC8,569
0.2% of portfolio›$371.0K
Lazari Capital Management, Inc.8,034
0.1% of portfolio›$347.8K
SwitchPoint Financial Planning, LLC7,453
0.2% of portfolio›$322.6K
Verdence Capital Advisors LLC7,413
0.0% of portfolio›$320.9K
Meredith Wealth Planning7,270
0.1% of portfolio›$314.7K
SYM Financial Corp6,993
0.0% of portfolio›$302.7K
Valued Wealth Advisors LLC6,964
0.1% of portfolio›$301.5K
GEN Financial Management, Inc.6,906
0.2% of portfolio›$299.0K
New Dimensions Wealth Management, LLC6,868
0.2% of portfolio›$297.3K
Rockwood Wealth Management, LLC6,654
0.0% of portfolio›$288.1K
Morton Capital Management LLC6,549
0.0% of portfolio›$283.5K
Venture Visionary Partners LLC6,339
0.0% of portfolio›$274.4K
Pacific Asset Management, LLC6,328
0.1% of portfolio›$273.9K
Baker Tilly Wealth Management, LLC6,311
0.1% of portfolio›$273.2K
Family CFO Inc6,297
0.1% of portfolio›$272.6K
Regions Financial Corp6,090
0.0% of portfolio›$263.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,060
0.0% of portfolio›$176.2K
M Wealth Management, LLC5,935
0.2% of portfolio›$256.9K
Kondo Wealth Advisors, Inc.5,708
0.1% of portfolio›$247.1K
Creative Financial Designs Inc5,589
0.0% of portfolio›$241.9K
Oakwell Private Wealth Management, LLC5,500
0.0% of portfolio›$238.1K
Indivisible Partners5,497
0.0% of portfolio›$238.0K
Stolz & Associates, PS5,410
0.1% of portfolio›$234.2K
Wedmont Private Capital5,381
0.0% of portfolio›$228.4K
HUB Investment Partners, LLC5,368
0.0% of portfolio›$232.4K
Elevation Wealth Partners, LLC5,154
0.1% of portfolio›$223.1K
Vista Capital Partners, Inc.5,147
0.0% of portfolio›$222.8K
Versant Capital Management, Inc5,090
0.0% of portfolio›$220.3K
Altfest L J & Co Inc5,066
0.0% of portfolio›$219.3K
PNC Financial Services Group, Inc.4,932
0.0% of portfolio›$213.5K
Shore Point Advisors, LLC4,740
0.1% of portfolio›$205.2K
Badgley Phelps Wealth Managers, LLC4,652
0.0% of portfolio›$201.4K
Owl Creek Wealth Partners LLC4,145
0.1% of portfolio›$179.4K
DecisionPoint Financial, LLC3,967
0.0% of portfolio›$169.2K
Pillar Financial Advisors, LLC3,680
0.1% of portfolio›$159.3K
IFP Advisors, Inc3,316
0.0% of portfolio›$143.6K
Rachor Investment Advisory Services, LLC2,802
0.1% of portfolio›$121.3K
McCarley & Cook Financial Planners2,534
0.1% of portfolio›$109.7K
Acropolis Investment Management, LLC2,380
0.0% of portfolio›$103.0K
Reyes Financial Architecture, Inc.2,292
0.1% of portfolio›$99.2K
Morton Brown Family Wealth, LLC1,917
0.0% of portfolio›$83.0K
Fifth Third Bancorp1,879
0.0% of portfolio›$81.3K
Harbor Asset Planning, Inc.1,746
0.1% of portfolio›$75.6K
American Capital Advisory, LLC1,654
0.0% of portfolio›$71.6K
RHL Group, LLC1,299
0.0% of portfolio›$56.2K
Ares Financial Consulting, LLC1,168
0.0% of portfolio›$50.5K
Parkside Financial Bank & Trust1,100
0.0% of portfolio›$47.6K
Balance Wealth Partners LLC1,082
0.0% of portfolio›$46.9K
Angeles Wealth Management, LLC1,040
0.0% of portfolio›$45.0K
Trellis Wealth Advisors LLC893
0.0% of portfolio›$38.7K
Prudent Man Investment Management, Inc.838
0.0% of portfolio›$36.3K
Acumen Wealth Advisors, LLC721
0.0% of portfolio›$31.2K
Ashton Thomas Private Wealth, LLC709
0.0% of portfolio›$30.7K
Horizon Financial Services, LLC642
0.0% of portfolio›$27.8K
Hara Capital LLC346
0.0% of portfolio›$15.0K
Rossby Financial, LCC332
0.0% of portfolio›$14.4K
Lodestone Wealth Management LLC210
0.0% of portfolio›$9.1K
Coston, McIsaac & Partners183
0.0% of portfolio›$7.9K
Ascentis Independent Advisors122
0.0% of portfolio›$5.3K
Tounjian Advisory Partners, LLC102
0.0% of portfolio›$4.4K
CX Institutional100
0.0% of portfolio›$4
Gilpin Wealth Management, LLC100
0.0% of portfolio›$4.3K
Compass Financial Management LLC8
0.0% of portfolio›$346
StyleTurnoverLocationFiled
Forum Financial Management, LP
5,650,530$244.6M3.2%ETFLowLombard, IL2026-10-16
Mather Group, Llc.
4,994,845$216.2M1.8%ETFMediumChicago, IL2026-10-14
Savant Capital, LLC
4,140,437$179.2M0.5%IndexVery LowRockford, IL2026-11-06
Ritholtz Wealth Management
2,412,243$104.4M1.5%IndexLowNew York, NY2026-11-05
Asset Dedication, LLC
1,238,155$53.6M3.3%ETFLowSan Francisco, CA2026-11-03
Evanson Financial, LLC
1,167,340$50.5M2.5%ETFN/AMclean, VA2026-10-23
Creative Planning
869,607$37.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
733,521$31.1M0.0%CoreLowPlymouth, MN2026-10-13
Index Fund Advisors, Inc.
682,983$29.6M1.3%ETFVery LowIrvine, CA2026-11-05
Integris Wealth Management, LLC
660,874$28.6M5.5%ETFVery LowMonterey, CA2026-10-14
DiNuzzo Private Wealth, Inc.
645,733$28.0M2.8%ETFLowBeaver, PA2026-10-16
William Mack & Associates, Inc.
634,583$27.5M8.6%ETFLowTroy, MI2026-10-27
Modera Wealth Management, LLC
584,174$25.3M0.3%ETFVery LowWestwood, NJ2026-10-28
Financial Harvest, LLC
564,504$24.4M11.5%ETFVery LowWinter Park, FL2026-10-15
NorthAvenue LLC
555,281$24.0M17.0%ETFVery LowColumbus, OH2026-10-29
Earned Wealth Advisors, LLC
546,559$23.7M1.4%ETFHighWalnut Creek, CA2026-11-06
Apella Capital, LLC
539,929$23.0M0.3%ETFVery LowWest Hartford, CT2026-10-08
Baker Ellis Asset Management LLC
536,539$23.2M2.5%GARPVery LowVancouver, WA2026-10-14
Equita Financial Network, Inc.
505,289$21.9M6.2%ETFLowFort Washington, PA2026-10-19
Shakespeare Wealth Management, LLC
443,002$19.2M3.7%ETFMediumPewaukee, WI2026-10-28
Assetmark, Inc
417,461$18.1M0.0%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
367,202$15.9M0.3%ETFMediumNew York, NY2026-10-26
Meritas Wealth Management, LLC
352,071$15.2M5.5%ETFVery LowSan Rafael, CA2026-10-14
Quantum Financial Advisors, LLC
321,191$13.9M1.3%ETFLowSanta Monica, CA2026-11-03
Sensible Money, LLC
320,954$13.9M3.6%ETFVery LowScottsdale, AZ2026-10-20
United Wealth Management, LLC
313,514$13.6M3.6%ETFVery LowCharlottesville, VA2026-10-30
Exchange Traded Concepts, LLC
312,558$13.5M0.1%GrowthMediumOklahoma City, OK2026-10-28
AlphaCore Capital LLC
309,568$13.4M0.2%ETFLowLa Jolla, CA2026-11-04
Sterling Financial Planning, Inc.
307,396$13.3M3.6%ETFVery LowSparta, NJ2026-10-28
Twin Cities Retirement Group LLC
302,186$13.1M10.9%ETFVery LowPlymouth, MN2026-10-16
Guardian Wealth Management, LLC
294,650$12.8M3.6%ETFVery LowChattanooga, TN2026-10-14
Quadcap Wealth Management, LLC
291,900$12.6M1.2%ETFLowFrisco, TX2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
290,786$12.6M5.9%ETFVery LowDaytona Beach, FL2026-11-03
Farther Finance Advisors, LLC
286,150$12.4M0.1%IndexLowSan Francisco, CA2026-10-08
Hassell Wealth Management, LLC
280,266$12.1M3.7%ETFLowHouma, LA2026-10-19
Pacific Sage Partners, LLC
277,758$12.0M1.6%ETFLowEdmonds, WA2026-10-21
Physician Wealth Solutions Inc.
264,022$11.4M4.5%ETFLowNorth Las Vegas, NV2026-10-14
Krilogy Financial LLC
262,495$11.2M0.3%GrowthLowSt. Louis, MO2026-10-13
Squire Investment Management Company, LLC
253,287$11.0M2.6%ETFVery LowOrem, UT2026-11-03
Financial Architects, LLC
250,920$10.9M5.6%ETFLowWoodstock, GA2026-10-13
Yardley Wealth Management LLC
246,168$10.7M4.7%ETFVery LowYardley, PA2026-10-23
LPL Financial LLC
237,204$10.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Financial Symmetry Inc
231,749$10.1M3.2%ETFVery LowRaleigh, NC2026-10-06
Collective Family Office LLC
219,690$9.5M2.0%ETFLowYork, PA2026-10-05
Integrity Alliance, Llc.
216,994$9.4M0.3%ETFMediumUrbandale, IA2026-10-29
Shotwell Rutter Baer Inc
216,693$9.4M5.2%ETFVery LowLansing, MI2026-10-14
Sachem Hill LLC
210,062$9.1M1.6%ETFVery LowDenver, CO2026-10-14
25 LLC
207,058$9.0M2.4%ETFLowSt. Louis, MO2026-10-13
Choreo, LLC
205,652$8.9M0.1%IndexLowRockford, IL2026-10-28
BIP Wealth, LLC
202,367$8.8M0.2%ETFMediumAtlanta, GA2026-10-22
Aerodigm Wealth, LLC
199,485$8.6M3.0%ETFLowLake Oswego, OR2026-10-16
Chicago Partners Investment Group LLC
198,381$8.4M0.2%GARPLowChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
197,789$8.6M0.1%GrowthMediumTampa, FL2026-10-16
Private Wealth Management Group, LLC
194,400$8.4M1.9%ETFLowPrinceton, NJ2026-10-19
Sepio Capital, LP
193,017$8.4M0.3%ETFLowSalt Lake City, UT2026-10-22
Integrity Advisory Solutions, LLC
192,692$8.3M0.9%ETFMediumDallas, TX2026-10-29
Astra Wealth Partners LLC
188,543$8.2M4.6%ETFLowJersey City, NJ2026-11-06
Wealth Advisors Northwest LLC
187,563$8.1M2.7%ETFLowPortland, OR2026-10-29
SAX Wealth Advisors, LLC
186,170$8.1M0.2%ETFVery LowParsippany, NJ2026-10-13
Foundry Financial LLC
184,203$8.0M2.5%ETFMediumPasadena, CA2026-10-16
Foundation Wealth Management, Llc\pa
181,338$7.9M2.6%ETFLowMedia, PA2026-10-14
LAM Group, Inc.
176,625$7.6M3.9%ETFVery LowLake Oswego, OR2026-10-26
Clarity Wealth Development LLC
169,768$7.3M4.2%ETFLowCorvallis, OR2026-10-22
Mills Wealth Advisors LLC
164,461$7.1M2.3%ETFMediumSouthlake, TX2026-10-22
BetterWealth, LLC
164,439$7.1M1.2%ETFVery LowSan Jose, CA2026-10-15
Merit Financial Group, LLC
164,386$7.1M0.0%ETFLowAlpharetta, GA2026-11-06
Abacus Wealth Partners, LLC
160,013$6.9M0.8%ETFLowSanta Monica, CA2026-11-03
Vestia Personal Wealth Advisors
158,997$6.9M2.6%ETFMediumFort Wayne, IN2026-10-20
Seven Bridges Advisors LLC
158,855$6.9M3.1%ETFN/ANew York, NY2026-10-07
Avalon Capital Management
149,410$6.5M1.5%GrowthMediumMenlo Park, CA2026-11-04
Burk Holdings LLC
146,452$6.3M2.2%ETFVery LowTulsa, OK2026-11-05
Abel Hall, LLC
143,020$6.2M1.1%CoreMediumBaton Rouge, LA2026-10-19
Commonwealth Equity Services, LLC
142,332$6.2M0.0%ETFLowWaltham, MA2026-11-02
Navigoe, LLC
135,701$5.9M3.2%ETFVery LowRedondo Beach, CA2026-11-04
Avant Financial Advisors LLC
134,832$5.8M3.6%ETFVery LowAustin, TX2026-11-02
Navigate Wealth Management, LLC
134,333$5.7M3.5%ETFLowBirmingham, AL2026-10-14
ShankerValleau Wealth Advisors, Inc.
133,004$5.8M1.5%ETFVery LowSkokie, IL2026-10-16
Allworth Financial LP
123,131$4.9M0.0%IndexLowFolsom, CA2026-11-06
M Holdings Securities, Inc.
122,845$5.2K0.0%ETFHighPortland, OR2026-11-03
JDH Wealth Management, LLC
122,179$5.3M3.2%ETFVery LowSanta Rosa, CA2026-10-20
HMV Wealth Advisors, LLC
121,974$5.3M2.0%ETFVery LowShreveport, LA2026-10-27
Sterling Wealth Management, Inc.
121,563$5.3M1.4%ETFLowChampaign, IL2026-10-23
Northwest Wealth Management, LLC
120,399$5.2M0.7%ETFLowSpencer, IA2026-10-30
Tillman Hartley LLC
117,029$5.1M1.0%ETFLowOrlando, FL2026-11-06
Willow Creek Wealth Management Inc.
116,437$5.0M0.3%ETFVery LowSebastopol, CA2026-10-26
Good Harbor Advisors, Inc.
114,126$4.9M4.6%ETFVery LowGloucester, MA2026-10-20
New England Private Wealth Advisors LLC
113,747$4.9M0.5%ETFVery LowWellesley, MA2026-10-19
Emprise Bank
111,832$4.8M1.9%ETFVery LowWichita, KS2026-10-07
McLean Asset Management Corp
108,977$4.6M0.6%ETFVery LowTysons, VA2026-11-06
Aviance Capital Partners, LLC
108,642$4.7M0.5%CoreLowNaples, FL2026-10-29
Vestment Financial LLC
108,263$4.6M2.1%ETFVery LowChanhassen, MN2026-10-13
XY Planning Network, Inc.
107,764$4.7M0.5%ETFLowBozeman, MT2026-10-14
Master's Wealth Management Inc.
106,694$4.6M1.3%ETFMediumLancaster, PA2026-10-22
Kaufman Rossin Wealth, LLC
102,431$4.4M1.8%ETFLowMiami, FL2026-10-19
Bayshore Asset Management, LLC
100,804$4.3M1.5%ETFVery LowCoral Gables, FL2026-11-03
Spire Wealth Management
99,690$4.3M0.1%GrowthMediumMclean, VA2026-10-30
Golden Bell Financial Planning LLC
98,181$4.3M3.1%ETFVery LowAlpharetta, GA2026-11-02
E6 Portfolios, LLC
92,321$4.0M3.0%ETFLowMidvale, UT2026-10-26
Gradient Capital Advisors, LLC
89,998$3.9M0.9%ETFLowSan Diego, CA2026-10-21
RAM Investment Partners, LLC
88,714$3.8M0.6%ETFLowBellevue, WA2026-10-21
Kane Co Wealth Management, Inc.
87,006$3.8M3.0%ETFVery LowJohnston, IA2026-11-04
Quarry Hill Advisors, LLC
84,612$3.7M1.4%ETFVery LowSt Paul, MN2026-11-04
Avior Wealth Management, LLC
83,456$3.6M0.1%ETFMediumOmaha, NE2026-10-13
Kestra Advisory Services, LLC
78,442$3.4M0.0%CoreLowAustin, TX2026-11-02
CSP Financial Group, LLC
77,498$3.4M3.4%ETFLowScottsdale, AZ2026-10-26
Vannoy Advisory Group, Inc.
77,433$3.4M1.9%ETFVery LowAustin, TX2026-10-13
Burton Enright Welch
74,442$3.2M0.3%ETFVery LowWalnut Creek, CA2026-11-04
Maryland Capital Advisors Inc.
74,044$3.2M1.0%ETFVery LowChester, MD2026-10-15
EverSource Wealth Advisors, LLC
73,763$3.2M0.1%CoreMediumBirmingham, AL2026-11-04
RTD Financial Advisors, Inc.
73,586$3.2M0.3%ETFLowPhiladelphia, PA2026-10-09
Andrews, Lucia Wealth Management LLC
72,859$3.2M1.7%ETFVery LowDanville, CA2026-11-02
Glass Jacobson Investment Advisors llc
72,834$3.2M1.0%ETFLowOwings Mills, MD2026-10-26
Brady Martz Wealth Solutions, LLC
69,168$3.0M0.4%ETFLowGrand Forks, ND2026-11-05
Mraz, Amerine & Associates, Inc.
68,255$3.0M0.5%Deep ValueLowModesto, CA2026-10-30
Phillips Financial Management, LLC
66,871$2.9M0.2%ETFVery LowFort Wayne, IN2026-10-19
Aurelius Family Office LLC
64,478$2.8M1.1%ETFVery LowBedford, NH2026-10-23
Liberty Capital Management, Inc.
59,490$2.6M0.4%CoreVery LowBirmingham, MI2026-11-02
Visionary Wealth Advisors
57,696$2.5M0.1%ETFLowO'Fallon, IL2026-11-04
Acorn Wealth Advisors, LLC
56,645$2.5M0.6%ETFLowGrand Blanc, MI2026-10-19
Cambridge Investment Research Advisors, Inc.
56,360$2.4M0.0%ETFLowFairfield, IA2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
56,061$2.4M1.8%ETFVery LowLynchburg, VA2026-10-27
Ferguson Johnson Wealth Management Inc
53,581$2.3M1.7%ETFVery LowRockville, MD2026-11-05
Forvis Mazars Wealth Advisors, LLC
52,613$2.3M0.0%ETFVery LowSpringfield, MO2026-10-13
Cambridge Financial Group, LLC
50,664$2.0M0.6%ETFLowTucson, AZ2026-10-06
Koenig Investment Advisory, LLC
48,833$2.1M1.5%ETFVery LowAshland, OR2026-10-09
Mission Wealth Management, LP
48,520$2.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Fortitude Family Office, LLC
48,313$2.1M0.4%ETFMediumScottsdale, AZ2026-10-14
Triumph Capital Management
47,999$2.1M0.4%ETFMediumDenver, CO2026-10-14
Clear Creek Financial Management, LLC
47,591$2.1M0.2%ETFMediumSilverdale, WA2026-10-28
Midwest Trust Co
46,719$2.0M0.0%CoreLowOverland Park, KS2026-10-22
Cherry Tree Wealth Management, LLC
44,456$1.9M0.4%ETFVery LowMinnetonka, MN2026-10-15
Shearwater Capital LLC
44,287$1.9M0.9%ETFVery LowDenver, CO2026-10-13
Matisse Capital
44,100$1.9M0.7%ValueMediumPortland, OR2026-10-29
Cogent Strategic Wealth LLC
42,964$1.9M1.8%ETFLowChicago, IL2026-10-22
Werba Rubin Papier Wealth Management
42,889$1.9M0.2%ETFLowSan Jose, CA2026-11-06
Benson Investment Management Company, Inc.
42,645$1.8M10.4%ETFN/ARoanoke, VA2026-10-13
Moisand Fitzgerald Tamayo, LLC
41,433$1.8M0.2%ETFVery LowOrlando, FL2026-10-15
Citigroup Inc
41,247$1.8M0.0%CoreMediumNew York, NY2026-11-04
Factor Wealth Management LTD
40,381$1.7M0.3%ETFLowChicago, IL2026-10-08
Three Arch Wealth Management LLC
40,264$1.7M0.3%ETFVery LowIrvine, CA2026-10-20
Peirce Capital Management, LLC
39,976$1.7M0.6%ETFLowThe Woodlands, TX2026-10-19
Tortoise Investment Management, LLC
39,625$1.7M0.1%ETFLowWhite Plains, NY2026-11-06
Veratis Advisors, Inc.
39,494$1.7M1.3%ETFN/ACary, NC2026-11-03
Nautilus Advisors LLC
38,171$1.7M1.0%GrowthLowLa Jolla, CA2026-10-07
McGrath & Associates, Inc.
38,036$1.6M1.8%ETFMediumAsheville, NC2026-10-27
Longview Financial Advisors, Inc.
37,460$1.6M0.9%ETFVery LowHuntsville, AL2026-10-09
Titleist Asset Management, LLC
36,263$1.6M0.1%ETFLowSan Antonio, TX2026-10-08
Prosperity Planning, Inc.
35,678$1.5M0.3%ETFVery LowNorth Kansas City, MO2026-10-09
RF&L Wealth Management, LLC
35,301$1.5M1.0%ETFVery LowActon, MA2026-10-20
AA Financial Advisors, LLC
34,835$1.5M0.2%ETFMediumColumbus, OH2026-10-19
Simplicity Wealth,LLC
34,816$1.5M0.0%ETFLowSummit, NJ2026-10-23
Perigon Wealth Management, LLC
34,299$1.5M0.0%GrowthLowSan Francisco, CA2026-10-22
Rasp Wealth Solutions, LLC
34,109$1.5M0.6%Agg GrowthN/AFishers, IN2026-11-06
Oceanside Advisors LLC
33,708$1.5M0.9%ETFVery LowMount Pleasant, SC2026-11-03
Brookstone Capital Management
33,022$1.4M0.0%ETFMediumWheaton, IL2026-10-22
HBE Wealth Management, LLC
32,283$1.4M1.0%ETFVery LowLincoln, NE2026-11-06
Altiora Financial Group, LLC
31,774$1.4M0.2%ETFLowLebanon, OH2026-11-04
Allegiance Financial Group Advisory Services LLC
30,936$1.3M0.2%ETFLowVienna, VA2026-11-02
Vise Technologies, Inc.
30,695$1.3M0.0%IndexLowNew York, NY2026-10-29
Two West Capital Advisors LLC
30,448$1.3M0.7%ETFLowOverland Park, KS2026-10-15
Level Four Advisory Services, LLC
30,230$1.3M0.0%CoreLowDallas, TX2026-11-06
Bdfs Capital LLC
29,916$1.3M0.6%ETFLowRehoboth Beach, DE2026-10-14
Approach Retirement Advisors, LLC
29,860$1.3M1.0%ETFLowVestavia, AL2026-10-22
FIG Financial Advisory Services Inc
27,894$1.2M0.7%CoreVery HighOklahoma City, OK2026-10-07
W.H. Cornerstone Investments Inc.
27,840$1.2M0.7%CoreLowKingston, MA2026-11-03
Truist Financial Corp
27,817$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Porter White Investment Advisors, Inc.
27,257$1.2M0.7%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
27,257$1.2M0.7%ETFVery LowBirmingham, AL2026-10-14
McMill Wealth Management
26,910$1.2M0.3%Deep ValueHighNorfolk, NE2026-11-05
Hudson Oak Wealth Advisory LLC
26,794$1.2M0.9%ETFVery LowHoboken, NJ2026-10-16
Ballast Financial Advisors LLC
25,513$1.1M1.0%ETFVery LowWest Chester, PA2026-10-26
Capstone Wealth Management, LLC
25,236$1.1M0.5%ETFLowTuscaloosa, AL2026-11-02
Greenspring Advisors, LLC
24,150$1.0M0.0%ETFVery LowTowson, MD2026-11-05
Journey Beyond Wealth, LLC
23,855$1.0M0.8%ETFLowRoswell, GA2026-11-04
Oath Planning, LLC
22,598$978.3K0.6%ETFVery LowTulsa, OK2026-10-20
Friday Financial
22,079$941.7K0.2%ETFVery LowDubuque, IA2026-10-09
Signal Advisors Wealth, LLC
21,439$928.1K0.0%ETFLowDetroit, MI2026-10-13
Poinciana Advisors Group, LLC
20,580$890.9K0.7%ETFMediumPalm Beach Gardens, FL2026-11-06
Studio Investment Management LLC
20,559$890.0K0.2%ETFLowChicago, IL2026-10-22
Signaturefd, LLC
20,013$866.4K0.0%IndexLowAtlanta, GA2026-10-23
UMB Bank, n.a.
20,000$865.8K0.0%CoreLowKansas City, MO2026-11-06
Tandemgrowth Financial Advisors LLC
19,818$857.9K0.7%ETFVery LowAlpharetta, GA2026-11-05
RED Lighthouse Investment Management, LLC
19,749$854.9K0.3%ETFVery LowHillsdale, NY2026-11-02
Harbor Investment Advisory, LLC
19,727$854.0K0.1%GrowthLowLutherville, MD2026-10-13
Mattern Wealth Management LLC
19,500$844.2K0.1%ETFVery LowLawrence, KS2026-11-04
Outbound Financial Inc
19,469$842.8K0.5%ETFLowBoulder, CO2026-10-13
HB Wealth Management, LLC
19,318$836.3K0.0%IndexVery LowAtlanta, GA2026-10-23
CogentBlue Wealth Advisors, LLC
19,220$832.0K0.8%ETFLowKnoxville, TN2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
19,198$831.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Firethorn Wealth Partners, LLC
19,172$829.9K0.3%ETFLowAugusta, GA2026-10-14
Breakwater Capital Group
18,822$814.8K0.1%ETFLowParamus, NJ2026-10-09
Bedel Financial Consulting, Inc.
18,005$779.4K0.1%Agg GrowthVery LowIndianapolis, IN2026-11-06
Mullaney, Keating & Wright, Inc.
17,604$762.1K0.4%GrowthVery LowMiddletown, CT2026-10-19
DBK Financial Counsel, LLC
17,492$757.2K0.6%ETFVery LowCuyahoga Falls, OH2026-10-13
Parkshore Wealth Management, Inc.
17,303$749.1K0.2%ETFLowGranite Bay, CA2026-10-13
Austin Asset Management Co Inc
17,292$748.6K0.1%ETFVery LowAustin, TX2026-10-29
Apollon Wealth Management, LLC
17,098$740.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
RCS Financial Planning, LLC
16,751$725.1K0.4%ETFMediumAnnapolis, MD2026-10-14
Abacus Planning Group, Inc.
16,561$716.9K0.1%ETFLowColumbia, SC2026-11-02
Triad Wealth Partners, LLC
16,413$710.5K0.0%ETFMediumLawrence, KS2026-10-26
Global Financial Private Client, LLC
16,096$696.8K0.2%GrowthLowSarasota, FL2026-10-15
Root Financial Partners, LLC
16,035$694.2K0.0%ETFMediumEncinitas, CA2026-10-21
Cogent Private Wealth, Inc.
15,852$686.2K0.4%ETFMediumOrlando, FL2026-11-06
Freedom Day Solutions, LLC
15,641$677.1K0.1%CoreLowHouston, TX2026-10-20
Riverchase Wealth Management, LLC
15,295$662.1K0.3%ETFMediumFlower Mound, TX2026-10-28
Verus Financial Partners, Inc.
15,118$654.5K0.1%ETFVery LowRichmond, VA2026-10-29
BluePrint Investing LLC
15,080$652.8K0.5%ETFLowSan Francisco, CA2026-10-14
Cornerstone Wealth Management, LLC
14,802$640.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Canvas Wealth Advisors, LLC
14,384$616.1K0.1%GrowthLowShawnee, KS2026-11-02
Timonier Family Office, Ltd.
14,364$621.8K0.2%ETFVery LowWinston Salem, NC2026-11-03
Diversify Wealth Management, LLC
13,981$597.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
13,981$597.5K0.0%GrowthLowSandy, UT2026-10-20
3 Factor Indexing, LLC
13,794$597.1K0.5%ETFLowSacramento, CA2026-10-15
Axxcess Wealth Management, LLC
13,638$590.4K0.0%CoreLowCarlsbad, CA2026-10-21
Del-Sette Capital Management, LLC
13,484$583.6K0.3%YieldHighSchenectady, NY2026-10-23
SC&H Financial Advisors, Inc.
13,201$571.5K0.1%ETFVery LowHunt Valley, MD2026-10-14
Great Point Wealth Advisors, LLC
12,903$558.6K0.1%ETFVery LowBoston, MA2026-10-15
Clarity Capital Advisors, LLC
12,828$555.3K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Elevate Wealth Advisory, Inc
12,438$538.4K0.3%ETFVery LowAthens, GA2026-10-29
ARK & TLK Investments, LLC
12,289$532.0K0.1%ETFLowOklahoma City, OK2026-10-20
Accurate Wealth Management, LLC
12,189$522.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
US Bancorp \de\
11,875$514.1K0.0%IndexLowMinneapolis, MN2026-11-05
Torren Management, LLC
11,767$509.4K0.3%ETFMediumSan Diego, CA2026-10-29
Belleair Asset Management, LLC
11,751$508.7K0.4%ETFVery LowBelleair Bluffs, FL2026-11-03
Gibson Capital, LLC
11,637$503.8K0.1%ETFVery LowWexford, PA2026-10-23
Frankly Finances, LLC
11,542$499.7K0.4%ETFVery LowWinter Park, FL2026-10-28
Samalin Investment Counsel, LLC
10,530$455.8K0.1%YieldMediumChappaqua, NY2026-10-23
SmartHarvest Portfolios, LLC
10,512$455.1K0.2%GrowthLowSeattle, WA2026-10-26
Clearstead Advisors, LLC
10,394$450.0K0.0%ETFLowCleveland, OH2026-11-06
Concord Wealth Partners
10,186$441.0K0.1%GrowthLowAbingdon, VA2026-11-02
WealthSpring Partners, LLC
9,930$429.9K0.5%ETFLowLong Beach, CA2026-10-14
Tranquility Partners, LLC
9,705$420.1K0.1%CoreLowBrentwood, TN2026-10-20
Wealth Enhancement Trust Services, Inc.
9,605$415.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Washington Trust Advisors, Inc.
9,523$412.3K0.0%GrowthLowWellesley, MA2026-10-22
Higgins & Schmidt Wealth Strategies LLC
9,372$405.7K0.2%ETFLowDenver, CO2026-10-26
TCI Wealth Advisors, Inc.
9,294$402.3K0.0%ETFLowTucson, AZ2026-10-30
Sutton Place Investors LLC
9,081$393.1K0.2%ETFLowArmonk, NY2026-10-20
J. Safra Sarasin Holding AG
9,000$355.0K0.0%CoreMediumBasel, Switzerland2026-10-26
Fonville Wealth Management LLC
8,626$373.4K0.1%ETFVery LowRichmond, VA2026-10-28
Selective Wealth Management, Inc.
8,572$366.3K0.1%ETFLowForest, VA2026-10-16
Lauterbach Financial Advisors, LLC
8,569$371.0K0.2%ETFVery LowEl Paso, TX2026-10-21
Lazari Capital Management, Inc.
8,034$347.8K0.1%GrowthLowBurbank, CA2026-10-20
SwitchPoint Financial Planning, LLC
7,453$322.6K0.2%ETFVery LowLehi, UT2026-11-02
Verdence Capital Advisors LLC
7,413$320.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Meredith Wealth Planning
7,270$314.7K0.1%ETFLowMaryville, IL2026-10-14
SYM Financial Corp
6,993$302.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Valued Wealth Advisors LLC
6,964$301.5K0.1%IndexVery LowHolladay, UT2026-11-05
GEN Financial Management, Inc.
6,906$299.0K0.2%ETFLowPlymouth, MN2026-10-13
New Dimensions Wealth Management, LLC
6,868$297.3K0.2%ETFVery LowAllen, TX2026-11-02
Rockwood Wealth Management, LLC
6,654$288.1K0.0%ETFVery LowNew Hope, PA2026-10-27
Morton Capital Management LLC
6,549$283.5K0.0%ETFVery LowCalabasas, CA2026-10-23
Venture Visionary Partners LLC
6,339$274.4K0.0%CoreLowSylvania, OH2026-10-07
Pacific Asset Management, LLC
6,328$273.9K0.1%ETFVery LowGig Harbor, WA2026-10-15
Baker Tilly Wealth Management, LLC
6,311$273.2K0.1%GrowthLowMadison, WI2026-10-05
Family CFO Inc
6,297$272.6K0.1%ETFLowLos Altos, CA2026-10-30
Regions Financial Corp
6,090$263.6K0.0%CoreLowBirmingham, AL2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
6,060$176.2K0.0%GrowthVery LowBoston, MA2026-10-23
M Wealth Management, LLC
5,935$256.9K0.2%ETFVery LowSan Diego, CA2026-10-14
Kondo Wealth Advisors, Inc.
5,708$247.1K0.1%ETFVery LowPasadena, CA2026-10-19
Creative Financial Designs Inc
5,589$241.9K0.0%ETFMediumKokomo, IN2026-11-04
Oakwell Private Wealth Management, LLC
5,500$238.1K0.0%ETFVery LowAustin, TX2026-11-06
Indivisible Partners
5,497$238.0K0.0%GrowthMediumClearwater, FL2026-10-26
Stolz & Associates, PS
5,410$234.2K0.1%ETFLowTacoma, WA2026-11-05
Wedmont Private Capital
5,381$228.4K0.0%IndexVery LowWest Chester, PA2026-10-09
HUB Investment Partners, LLC
5,368$232.4K0.0%GrowthLowAustin, TX2026-11-03
Elevation Wealth Partners, LLC
5,154$223.1K0.1%ETFLowWalnut Creek, CA2026-10-07
Vista Capital Partners, Inc.
5,147$222.8K0.0%Deep ValueVery LowPortland, OR2026-11-06
Versant Capital Management, Inc
5,090$220.3K0.0%GARPLowPhoenix, AZ2026-10-02
Altfest L J & Co Inc
5,066$219.3K0.0%ETFHighNew York, NY2026-10-27
PNC Financial Services Group, Inc.
4,932$213.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Shore Point Advisors, LLC
4,740$205.2K0.1%ETFLowBrielle, NJ2026-10-14
Badgley Phelps Wealth Managers, LLC
4,652$201.4K0.0%GrowthVery LowSeattle, WA2026-10-22
Owl Creek Wealth Partners LLC
4,145$179.4K0.1%IndexLowGreenwood Village, CO2026-10-20
DecisionPoint Financial, LLC
3,967$169.2K0.0%ETFVery LowMesa, AZ2026-10-27
Pillar Financial Advisors, LLC
3,680$159.3K0.1%ETFVery LowLouisville, KY2026-10-21
IFP Advisors, Inc
3,316$143.6K0.0%GrowthLowTampa, FL2026-10-16
Rachor Investment Advisory Services, LLC
2,802$121.3K0.1%ETFVery LowLinden, MI2026-10-29
McCarley & Cook Financial Planners
2,534$109.7K0.1%ETFLowCincinnati, OH2026-10-21
Acropolis Investment Management, LLC
2,380$103.0K0.0%ETFLowSt. Louis, MO2026-10-08
Reyes Financial Architecture, Inc.
2,292$99.2K0.1%ETFVery HighSan Diego, CA2026-10-22
Morton Brown Family Wealth, LLC
1,917$83.0K0.0%ETFVery LowAllentown, PA2026-10-23
Fifth Third Bancorp
1,879$81.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Harbor Asset Planning, Inc.
1,746$75.6K0.1%ETFVery LowBelmont, MA2026-10-23
American Capital Advisory, LLC
1,654$71.6K0.0%ETFLowKetchum, ID2026-10-28
RHL Group, LLC
1,299$56.2K0.0%ETFVery HighHolly, MI2026-11-04
Ares Financial Consulting, LLC
1,168$50.5K0.0%CoreLowCalabasas, CA2026-10-19
Parkside Financial Bank & Trust
1,100$47.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Balance Wealth Partners LLC
1,082$46.9K0.0%ETFMediumWorthington, OH2026-10-27
Angeles Wealth Management, LLC
1,040$45.0K0.0%ETFLowSanta Monica, CA2026-10-26
Trellis Wealth Advisors LLC
893$38.7K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Prudent Man Investment Management, Inc.
838$36.3K0.0%ETFVery LowLouisville, CO2026-11-03
Acumen Wealth Advisors, LLC
721$31.2K0.0%GrowthHighChattanooga, TN2026-11-05
Ashton Thomas Private Wealth, LLC
709$30.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Horizon Financial Services, LLC
642$27.8K0.0%ETFLowWinston Salem, NC2026-11-04
Hara Capital LLC
346$15.0K0.0%Deep ValueMediumBellevue, WA2026-10-30
Rossby Financial, LCC
332$14.4K0.0%ETFMediumMelbourne, FL2026-11-05
Lodestone Wealth Management LLC
210$9.1K0.0%CoreLowSpokane, WA2026-10-14
Coston, McIsaac & Partners
183$7.9K0.0%YieldVery LowBar Harbor, ME2026-11-06
Ascentis Independent Advisors
122$5.3K0.0%ETFLowDallas, TX2026-11-03
Tounjian Advisory Partners, LLC
102$4.4K0.0%GrowthHighFort Myers, FL2026-11-04
CX Institutional
100$40.0%CoreMediumAuburn, IN2026-10-02
Gilpin Wealth Management, LLC
100$4.3K0.0%GrowthLowDenver, CO2026-10-09
Compass Financial Management LLC
8$3460.0%CoreN/ATampa, FL2026-10-30