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Dimensional International Co (DFIC)

CUSIP: 25434V799 | NYSE | 862 institutional holders

Quarters

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

Forum Financial Management, LP16,693,558
8.2% of portfolio›$627.8M
Evensky & Katz LLC6,184,354
31.8% of portfolio›$232.6M
Apella Capital, LLC5,071,742
2.4% of portfolio›$189.4M
Greenspring Advisors, LLC4,558,200
7.7% of portfolio›$171.4M
Plancorp, LLC4,268,771
3.6% of portfolio›$160.0M
RW Investment Management LLC4,196,787
14.0% of portfolio›$157.8M
LPL Financial LLC4,185,208
0.0% of portfolio›$157.4M
Summit Financial Strategies, Inc.4,044,958
10.5% of portfolio›$152.1M
AWM Capital, LLC3,770,822
10.0% of portfolio›$141.8M
Maseco LLP3,759,654
3.9% of portfolio›$141.4M
Cannon Financial Strategists, Inc.3,632,545
15.4% of portfolio›$136.6M
Sageworth Trust Co3,355,681
4.8% of portfolio›$126.2M
Assetmark, Inc3,254,319
0.2% of portfolio›$122.4M
Park Avenue Securities LLC3,115,639
2.0% of portfolio›$117.2M
Symmetry Partners, LLC3,002,638
5.8% of portfolio›$112.9M
Annex Advisory Services, LLC2,969,717
1.8% of portfolio›$111.7M
Asset Dedication, LLC2,637,835
6.1% of portfolio›$99.2M
Phillips Financial Management, LLC2,543,893
7.3% of portfolio›$95.7M
Brighton Jones LLC2,342,361
1.5% of portfolio›$88.1M
Bernicke Wealth Management, Ltd.2,299,488
9.9% of portfolio›$86.5M
Elser Financial Planning, Inc2,282,383
3.8% of portfolio›$85.8M
Savant Capital, LLC2,224,939
0.2% of portfolio›$83.7M
Leading Edge Financial Planning LLC2,220,664
17.3% of portfolio›$83.5M
Kestra Investment Management, LLC2,215,625
1.6% of portfolio›$83.3M
SJS Investment Consulting Inc.2,213,198
8.4% of portfolio›$83.2M
Moss Adams Wealth Advisors LLC2,069,828
5.1% of portfolio›$77.8M
Syverson Strege & Co2,061,898
16.8% of portfolio›$77.5M
Millburn Ridgefield LLC1,799,770
1.2% of portfolio›$67.7M
Catalyst Capital Advisors LLC1,799,770
1.1% of portfolio›$67.7M
Rockwood Wealth Management, LLC1,752,275
4.0% of portfolio›$65.9M
DecisionPoint Financial, LLC1,731,401
11.2% of portfolio›$64.5M
Aspen Wealth Management LLC1,640,569
9.8% of portfolio›$61.7M
Kooman & Associates1,581,981
15.9% of portfolio›$59.5M
DiNuzzo Private Wealth, Inc.1,405,022
5.3% of portfolio›$52.8M
Stordahl Capital Management, Inc.1,395,457
9.7% of portfolio›$52.5M
Kestra Advisory Services, LLC1,340,505
0.1% of portfolio›$50.4M
Burton Enright Welch1,320,627
5.3% of portfolio›$49.7M
Verisail Partners, LLC1,289,248
18.0% of portfolio›$48.5M
Your Advocates Ltd., LLP1,253,646
13.4% of portfolio›$47.1M
RS Crum Inc.1,243,303
8.7% of portfolio›$46.8M
Hill Island Financial LLC1,237,834
9.7% of portfolio›$46.6M
One Degree Advisors Inc1,219,862
9.9% of portfolio›$46.1M
BCU Wealth Advisors, LLC1,199,623
14.6% of portfolio›$45.1M
Trust Co of the South1,189,405
6.3% of portfolio›$44.7M
AdvisorNet Financial, Inc1,179,963
2.0% of portfolio›$44.1M
Burney Co/1,163,254
1.2% of portfolio›$43.7M
EnRich Financial Partners LLC1,157,803
10.5% of portfolio›$43.5M
True Wealth Design, LLC1,152,052
10.2% of portfolio›$43.3M
ARK & TLK Investments, LLC1,133,799
10.2% of portfolio›$42.6M
Straight Path Wealth Management1,123,968
9.4% of portfolio›$42.3M
Tassel Capital Management, Inc.1,094,312
20.4% of portfolio›$41.2M
Capstone Capital LLC1,081,750
22.8% of portfolio›$40.7M
Merit Financial Group, LLC1,046,555
0.2% of portfolio›$39.4M
Ullmann Wealth Partners Group, LLC1,035,071
3.5% of portfolio›$38.9M
SC&H Financial Advisors, Inc.1,027,001
5.3% of portfolio›$38.6M
Mattern Wealth Management LLC1,026,450
6.3% of portfolio›$38.6M
United Wealth Management, LLC999,317
9.9% of portfolio›$37.6M
Integrity Advisory Solutions, LLC991,537
3.9% of portfolio›$37.3M
Cambridge Investment Research Advisors, Inc.927,953
0.2% of portfolio›$34.9M
Market Street Wealth Management Advisors LLC923,856
4.9% of portfolio›$34.7M
Pinnacle Financial Group, LLC / IL919,933
8.3% of portfolio›$34.6M
Hurlow Wealth Management Group, Inc.912,579
7.1% of portfolio›$34.3M
Quantum Financial Planning Services, Inc.908,706
9.3% of portfolio›$34.2M
Acorn Creek Capital LLC882,660
11.0% of portfolio›$33.2M
Lutz Financial Services LLC880,042
2.0% of portfolio›$33.1M
Sensible Money, LLC851,822
8.2% of portfolio›$32.0M
Advisor OS, LLC839,005
2.1% of portfolio›$31.6M
Rachor Investment Advisory Services, LLC838,365
15.3% of portfolio›$31.5M
Commonwealth Equity Services, LLC832,922
0.0% of portfolio›$31.3M
Farther Finance Advisors, LLC828,193
0.2% of portfolio›$31.1M
Evanson Financial, LLC807,658
1.5% of portfolio›$30.4M
SwitchPoint Financial Planning, LLC790,161
16.5% of portfolio›$29.7M
Woodward Financial Advisors, Inc.788,347
11.7% of portfolio›$29.6M
Krilogy Financial LLC726,875
0.7% of portfolio›$27.2M
Concurrent Investment Advisors, LLC725,405
0.2% of portfolio›$27.3M
Cambridge Financial Group, LLC722,462
8.5% of portfolio›$26.9M
JFS Wealth Advisors, LLC714,075
1.4% of portfolio›$26.9M
Chicago Partners Investment Group LLC706,621
0.5% of portfolio›$26.4M
Discipline Wealth Solutions, LLC698,673
2.3% of portfolio›$26.3M
Burk Holdings LLC692,009
9.0% of portfolio›$26.0M
PCA Investment Advisory Services Inc.671,162
6.9% of portfolio›$25.2M
Vestia Personal Wealth Advisors667,592
8.6% of portfolio›$22.8M
Integrity Alliance, Llc.657,958
0.8% of portfolio›$24.7M
New Dimensions Wealth Management, LLC653,635
17.7% of portfolio›$24.6M
Blume Capital Management, Inc.636,609
3.5% of portfolio›$23.9M
XY Planning Network, Inc.636,138
2.6% of portfolio›$23.9M
Creative Planning634,907
0.0% of portfolio›$23.9M
Versant Capital Management, Inc631,477
2.0% of portfolio›$23.7M
Aire Advisors, LLC625,920
3.8% of portfolio›$23.5M
Vannoy Advisory Group, Inc.623,428
13.5% of portfolio›$23.4M
Cambridge Capital Management, LLC614,207
8.7% of portfolio›$23.1M
Scratch Capital LLC613,328
14.7% of portfolio›$23.1M
Hippocratic Financial Advisors, LLC605,739
9.0% of portfolio›$22.8M
Foundry Financial LLC601,822
7.0% of portfolio›$22.6M
Cypress Point Wealth Management, LLC597,524
2.4% of portfolio›$22.5M
Wealth Advisors Northwest LLC592,193
7.4% of portfolio›$22.3M
Financial Symmetry Inc589,860
7.1% of portfolio›$22.2M
Pillar Financial Advisors, LLC588,707
12.1% of portfolio›$22.1M
Vestment Financial LLC571,460
9.5% of portfolio›$21.3M
Studio Investment Management LLC570,929
3.6% of portfolio›$21.5M
EverSource Wealth Advisors, LLC568,142
0.7% of portfolio›$21.4M
Wealthcare Advisory Partners LLC566,819
0.4% of portfolio›$21.3M
Mills Wealth Advisors LLC562,328
6.7% of portfolio›$21.1M
AA Financial Advisors, LLC560,147
2.5% of portfolio›$21.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors551,909
1.0% of portfolio›$20.8M
BCO Wealth Management LLC549,555
11.1% of portfolio›$20.7M
Heritage Investment Group, Inc.548,158
2.8% of portfolio›$20.6M
Private Wealth Management Group, LLC544,206
4.6% of portfolio›$20.5M
Quarry Hill Advisors, LLC535,042
7.5% of portfolio›$20.1M
Gemmer Asset Management LLC530,953
1.3% of portfolio›$20.0M
LifeGuide Financial Advisors, LLC515,139
5.4% of portfolio›$19.4M
Marks Group Wealth Management, Inc514,047
1.7% of portfolio›$19.3M
Great Waters Wealth Management491,025
1.7% of portfolio›$18.5M
Beacon Hill Wealth Management Ltd.490,610
11.2% of portfolio›$18.5M
Hiley Hunt Wealth Management479,777
7.0% of portfolio›$18.0M
Riverchase Wealth Management, LLC468,797
8.6% of portfolio›$17.6M
Pacific Asset Management, LLC456,347
8.4% of portfolio›$17.2M
Austin Asset Management Co Inc436,215
2.2% of portfolio›$16.4M
Watchman Group, Inc.434,821
3.8% of portfolio›$16.4M
Timonier Family Office, Ltd.414,541
5.4% of portfolio›$15.6M
Financial Harvest, LLC411,100
7.3% of portfolio›$15.5M
Signature Resources Capital Management, LLC399,377
6.4% of portfolio›$15.0M
Tillman Hartley LLC398,280
3.1% of portfolio›$15.0M
Ridgeline Wealth, LLC390,662
8.3% of portfolio›$14.7M
Client 1ST Advisory Group, LLC387,664
3.7% of portfolio›$14.6M
American Capital Advisory, LLC386,959
5.0% of portfolio›$14.6M
SageOak Financial, LLC380,369
9.3% of portfolio›$14.3M
B&D White Capital Company, LLC377,439
1.4% of portfolio›$14.2M
Abel Hall, LLC365,171
2.5% of portfolio›$13.7M
KFG Wealth Management, LLC359,270
1.5% of portfolio›$13.5M
RFG Advisory, LLC336,953
0.2% of portfolio›$12.7M
Physician Wealth Solutions Inc.332,904
4.9% of portfolio›$12.5M
Hutchens & Kramer Investment Management Group, LLC332,863
3.7% of portfolio›$12.5M
Amicus Financial Advisors, LLC332,312
3.2% of portfolio›$12.5M
Indivisible Partners330,676
0.6% of portfolio›$12.4M
Vise Technologies, Inc.299,219
0.1% of portfolio›$11.3M
Wealth Enhancement Advisory Services, LLC288,811
0.0% of portfolio›$10.8M
CSP Financial Group, LLC278,674
10.6% of portfolio›$10.5M
RCS Financial Planning, LLC267,523
5.4% of portfolio›$10.1M
Penobscot Wealth Management264,412
2.6% of portfolio›$9.9M
Wheels Up Wealth, Inc.262,626
8.4% of portfolio›$9.9M
Cravens & Co Advisors, LLC262,550
6.7% of portfolio›$9.9M
Robinson Smith Wealth Advisors LLC261,770
6.0% of portfolio›$9.8M
Choreo, LLC258,939
0.1% of portfolio›$9.7M
Outbound Financial Inc246,706
5.9% of portfolio›$9.3M
Sageworth Trust Co of South Dakota246,615
5.4% of portfolio›$9.3M
Mission Wealth Management, LP244,181
0.1% of portfolio›$9.2M
Citigroup Inc240,107
0.0% of portfolio›$9.0M
Archford Capital Strategies, LLC230,720
0.9% of portfolio›$8.7M
Vista Capital Partners, Inc.220,330
0.7% of portfolio›$8.3M
Forvis Mazars Wealth Advisors, LLC219,315
0.1% of portfolio›$8.2M
Heffernan Advisory, Inc219,143
5.5% of portfolio›$8.2M
Bdfs Capital LLC218,090
4.0% of portfolio›$8.2M
Tandemgrowth Financial Advisors LLC209,597
6.4% of portfolio›$7.9M
Thrivent Financial for Lutherans203,279
0.0% of portfolio›$7.6M
Strategent Financial, LLC202,793
3.7% of portfolio›$7.6M
Kane Co Wealth Management, Inc.200,843
6.0% of portfolio›$7.6M
Clearstead Advisors, LLC200,000
0.1% of portfolio›$7.5M
GEM Asset Management, LLC199,269
3.0% of portfolio›$7.5M
Prospect Financial Group LLC195,892
6.2% of portfolio›$7.4M
Signature Estate & Investment Advisors LLC194,934
0.1% of portfolio›$7.3M
JDH Wealth Management, LLC194,145
4.4% of portfolio›$7.3M
Allworth Financial LP192,486
0.0% of portfolio›$7.2M
Essential Planning, Llc.190,735
2.0% of portfolio›$7.2M
Index Fund Advisors, Inc.189,901
0.3% of portfolio›$7.1M
Envision Financial LLC180,823
3.0% of portfolio›$6.8M
Sowell Financial Services LLC179,240
0.2% of portfolio›$6.7M
TCI Wealth Advisors, Inc.169,668
0.3% of portfolio›$6.4M
Kestra Private Wealth Services, LLC168,467
0.1% of portfolio›$6.3M
Fiduciary Financial Group, LLC165,778
0.7% of portfolio›$6.2M
Porter White Investment Advisors, Inc.165,591
3.9% of portfolio›$6.2M
Porter White Investment Advisors, Inc.165,591
3.9% of portfolio›$6.2M
BIP Wealth, LLC160,443
0.2% of portfolio›$6.0M
Sensenig Capital Advisors, Inc159,362
5.4% of portfolio›$6.0M
Apollon Wealth Management, LLC158,869
0.1% of portfolio›$6.0M
Coyle Financial Counsel LLC156,867
1.1% of portfolio›$5.9M
Family Office Research LLC155,472
2.2% of portfolio›$5.8M
Ariadne Wealth Management, LP152,186
2.5% of portfolio›$5.7M
Simplicity Wealth,LLC148,993
0.2% of portfolio›$5.6M
Sprinkle Financial Consultants LLC146,130
2.1% of portfolio›$5.5M
Truist Financial Corp142,787
0.0% of portfolio›$5.4M
Austin Wealth Management, LLC142,222
1.1% of portfolio›$5.3M
Security Financial Services, Inc.129,735
0.7% of portfolio›$4.9M
Moisand Fitzgerald Tamayo, LLC127,871
0.5% of portfolio›$4.8M
Warburton Capital Management, LLC123,350
1.6% of portfolio›$4.6M
Legacy Financial Group, Inc.120,778
1.0% of portfolio›$4.5M
Selective Wealth Management, Inc.119,616
1.0% of portfolio›$4.5M
Northwest Wealth Management, LLC119,292
0.6% of portfolio›$4.5M
Avant Financial Advisors LLC117,046
2.7% of portfolio›$4.4M
KFG LLC114,983
2.9% of portfolio›$4.3M
Approach Retirement Advisors, LLC112,716
3.1% of portfolio›$4.2M
Brookstone Capital Management112,446
0.0% of portfolio›$4.2M
Waterfront Wealth Inc.112,292
0.7% of portfolio›$4.2M
Squire Investment Management Company, LLC111,106
1.0% of portfolio›$4.2M
Foundation Wealth Management, Llc\pa103,685
1.3% of portfolio›$3.9M
Triad Wealth Partners, LLC102,293
0.2% of portfolio›$3.8M
BluePrint Investing LLC102,239
3.0% of portfolio›$3.8M
Two West Capital Advisors LLC99,341
1.9% of portfolio›$3.8M
Root Financial Partners, LLC93,546
0.1% of portfolio›$3.5M
Ares Financial Consulting, LLC91,402
2.4% of portfolio›$3.4M
Modera Wealth Management, LLC88,379
0.0% of portfolio›$3.3M
Five Oceans Advisors87,281
1.3% of portfolio›$3.3M
Willow Creek Wealth Management Inc.85,990
0.2% of portfolio›$3.2M
Accurate Wealth Management, LLC85,095
0.3% of portfolio›$3.2M
Tennessee Valley Asset Management Partners82,784
0.3% of portfolio›$3.1M
Entrewealth, LLC82,448
1.1% of portfolio›$3.1M
Torren Management, LLC81,003
1.5% of portfolio›$3.0M
marrick wealth, LLC80,140
2.1% of portfolio›$3.0M
Signaturefd, LLC79,014
0.0% of portfolio›$3.0M
Lawood & Co78,177
2.0% of portfolio›$2.9M
Prime Capital Investment Advisors, LLC77,824
0.0% of portfolio›$2.9M
Peirce Capital Management, LLC74,874
1.0% of portfolio›$2.8M
Firethorn Wealth Partners, LLC73,997
0.9% of portfolio›$2.8M
Live Oak Private Wealth LLC71,399
0.3% of portfolio›$2.7M
55 North Private Wealth, LLC68,839
0.5% of portfolio›$2.6M
Gordian Advisors LLC68,624
1.5% of portfolio›$2.6M
SAX Wealth Advisors, LLC68,499
0.1% of portfolio›$2.6M
CFS Investment Advisory Services, LLC68,260
0.2% of portfolio›$2.6M
Integras Partners LLC66,409
1.4% of portfolio›$2.5M
Canvas Wealth Advisors, LLC66,194
0.3% of portfolio›$2.5M
Cogent Private Wealth, Inc.66,178
1.5% of portfolio›$2.5M
McCarley & Cook Financial Planners63,012
1.8% of portfolio›$2.4M
Apollon Financial, LLC62,354
0.3% of portfolio›$2.3M
DBK Financial Counsel, LLC61,417
1.9% of portfolio›$2.3M
Glass Jacobson Investment Advisors llc60,638
0.7% of portfolio›$2.3M
Diversified Trust Co59,387
0.0% of portfolio›$2.2M
Global Financial Private Client, LLC56,294
0.6% of portfolio›$2.1M
Clear Creek Financial Management, LLC54,653
0.2% of portfolio›$2.1M
Prospera Financial Services Inc53,057
0.0% of portfolio›$2.0M
McGrath & Associates, Inc.52,048
2.2% of portfolio›$2.0M
Aerodigm Wealth, LLC50,008
0.6% of portfolio›$1.9M
Parkshore Wealth Management, Inc.49,256
0.5% of portfolio›$1.9M
GEN Financial Management, Inc.46,335
0.9% of portfolio›$1.7M
Ashton Thomas Private Wealth, LLC45,790
0.0% of portfolio›$1.7M
Altiora Financial Group, LLC45,102
0.3% of portfolio›$1.7M
Astra Wealth Partners LLC43,510
0.9% of portfolio›$1.6M
USAdvisors Wealth Management, LLC43,313
1.9% of portfolio›$1.6M
25 LLC42,597
0.4% of portfolio›$1.6M
Visionary Wealth Advisors41,496
0.1% of portfolio›$1.6M
Quad-Cities Investment Group, LLC40,963
0.6% of portfolio›$1.5M
Sutton Place Investors LLC40,270
0.7% of portfolio›$1.5M
HFG Wealth Management, LLC39,245
1.5% of portfolio›$1.5M
HB Wealth Management, LLC38,556
0.0% of portfolio›$1.5M
Werba Rubin Papier Wealth Management37,984
0.2% of portfolio›$1.4M
Asset Advisory Group, Inc.36,234
0.6% of portfolio›$1.4M
Concord Wealth Partners34,750
0.2% of portfolio›$1.3M
Fonville Wealth Management LLC33,401
0.2% of portfolio›$1.3M
IFP Advisors, Inc33,060
0.0% of portfolio›$1.2M
Perigon Wealth Management, LLC31,392
0.0% of portfolio›$1.2M
Oceanside Advisors LLC30,956
0.7% of portfolio›$1.2M
Clark Asset Management, LLC30,591
0.1% of portfolio›$1.2M
Cogent Strategic Wealth LLC29,660
1.1% of portfolio›$1.1M
Freedom Day Solutions, LLC28,287
0.2% of portfolio›$1.1M
Quantum Financial Advisors, LLC28,167
0.1% of portfolio›$1.1M
Quadcap Wealth Management, LLC28,160
0.1% of portfolio›$1.1M
Facet Wealth, Inc.27,745
0.0% of portfolio›$1.0M
Tcfg Investment Advisors, LLC26,323
0.3% of portfolio›$990.0K
Axxcess Wealth Management, LLC25,509
0.0% of portfolio›$959.4K
RED Lighthouse Investment Management, LLC24,106
0.3% of portfolio›$906.6K
Regions Financial Corp23,342
0.0% of portfolio›$877.9K
Allegiance Financial Group Advisory Services LLC22,809
0.1% of portfolio›$857.9K
Venture Visionary Partners LLC22,461
0.0% of portfolio›$844.8K
Investmark Advisory Group LLC21,593
0.3% of portfolio›$812.1K
Gradient Capital Advisors, LLC21,435
0.2% of portfolio›$806.2K
Ascentis Independent Advisors21,203
0.0% of portfolio›$797.5K
Tranquility Partners, LLC21,113
0.3% of portfolio›$794.1K
KPP Advisory Services LLC21,101
0.1% of portfolio›$793.6K
Signal Advisors Wealth, LLC20,940
0.0% of portfolio›$787.6K
Barry Investment Advisors, LLC20,667
0.1% of portfolio›$777.3K
First Financial Group Corp20,590
0.6% of portfolio›$774.4K
Disciplined Equity Management, Inc.20,440
0.3% of portfolio›$768.7K
Beacon Financial Advisory LLC20,437
0.1% of portfolio›$768.6K
Stirlingshire Investments, Inc.20,305
0.5% of portfolio›$763.7K
WealthSpring Partners, LLC20,000
0.8% of portfolio›$752.2K
Collective Family Office LLC19,247
0.1% of portfolio›$723.9K
Opulen Financial Group LLC19,112
0.4% of portfolio›$718.8K
rebel Financial LLC18,157
0.3% of portfolio›$682.9K
Hurley Capital, LLC17,953
0.3% of portfolio›$675.2K
RHL Group, LLC17,773
0.4% of portfolio›$668.4K
Prosperity Advisers, LLC17,584
0.5% of portfolio›$661.3K
SYM Financial Corp17,444
0.0% of portfolio›$656.1K
Confluence Wealth Services, Inc.17,401
0.0% of portfolio›$654.5K
Acorn Wealth Advisors, LLC17,099
0.2% of portfolio›$643.1K
Strategic Blueprint, LLC17,058
0.0% of portfolio›$641.6K
Visionary Horizons, LLC16,945
0.3% of portfolio›$637.3K
Hartmann Taylor Wealth Management, LLC16,302
0.3% of portfolio›$613.1K
1900 Wealth Management LLC16,298
0.0% of portfolio›$613.0K
Mustard Seed Financial, LLC16,225
0.3% of portfolio›$610.2K
Hoxton Planning & Management, LLC16,147
0.2% of portfolio›$607.3K
MGO One Seven LLC15,847
0.0% of portfolio›$596.0K
Citizens & Northern Corp15,326
0.1% of portfolio›$576.4K
Silver Oak Advisory Group, Inc.15,322
0.2% of portfolio›$576.3K
CogentBlue Wealth Advisors, LLC15,276
0.5% of portfolio›$574.5K
Lee Financial Co15,242
0.1% of portfolio›$573.2K
Riverbridge Partners LLC14,944
0.0% of portfolio›$562.0K
AlphaStar Capital Management, LLC14,860
0.0% of portfolio›$558.9K
NorthAvenue LLC14,784
0.4% of portfolio›$556.0K
Everest Financial Group LLC14,749
0.1% of portfolio›$554.7K
Claro Advisors Inc.14,508
0.1% of portfolio›$545.7K
Babb Wealth Advisors LLC14,346
0.3% of portfolio›$539.6K
Compound Planning, Inc.13,720
0.0% of portfolio›$516.0K
J.W. Cole Advisors, Inc.13,595
0.0% of portfolio›$511.3K
Oath Planning, LLC13,534
0.3% of portfolio›$509.0K
Tactive Advisors, LLC13,447
0.1% of portfolio›$505.7K
Gutierrez Wealth Advisory, LLC13,432
0.3% of portfolio›$505.2K
Pioneer Wealth Management Group13,250
0.1% of portfolio›$498.3K
Triune Financial Partners, LLC13,184
0.1% of portfolio›$495.9K
Avidian Wealth Enterprises, LLC13,051
0.0% of portfolio›$490.8K
Old Peak Finance LLC12,766
0.2% of portfolio›$480.1K
Everhart Financial Group, Inc.12,571
0.0% of portfolio›$472.8K
Wingate Wealth Advisors, Inc.12,536
0.2% of portfolio›$471.5K
Core Wealth Management, Inc.12,286
0.1% of portfolio›$462.1K
Tufton Capital Management12,103
0.2% of portfolio›$455.0K
Lionshead Wealth Management, LLC12,093
0.3% of portfolio›$454.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,939
0.0% of portfolio›$449.0K
Noble Family Wealth, LLC11,745
0.1% of portfolio›$441.7K
Life Planning Partners, Inc11,081
0.3% of portfolio›$416.8K
HMV Wealth Advisors, LLC11,005
0.2% of portfolio›$413.9K
BOS Asset Management, LLC10,896
0.1% of portfolio›$409.8K
Sendero Wealth Management, LLC10,724
0.0% of portfolio›$403.3K
Legacy Advisors, LLC10,599
0.0% of portfolio›$398.6K
Citrine Capital LLC10,561
0.1% of portfolio›$397.2K
Financial Synergies Wealth Advisors, Inc.10,457
0.0% of portfolio›$393.3K
Angeles Wealth Management, LLC10,393
0.0% of portfolio›$390.9K
Abacus Planning Group, Inc.10,340
0.0% of portfolio›$388.9K
Private Trust Co NA10,316
0.0% of portfolio›$388.0K
International Private Wealth Advisors LLC10,308
0.2% of portfolio›$387.7K
Aurelius Family Office LLC9,913
0.1% of portfolio›$372.8K
Money Concepts Capital Corp9,611
0.0% of portfolio›$361.5K
Clarity Capital Advisors, LLC9,538
0.1% of portfolio›$358.7K
LexAurum Advisors, LLC9,515
0.0% of portfolio›$357.9K
Tableaux LLC9,486
0.1% of portfolio›$356.8K
PNC Financial Services Group, Inc.9,237
0.0% of portfolio›$347.4K
Aspiriant, LLC9,036
0.0% of portfolio›$339.8K
Prudent Investor Advisors, LLC9,032
0.3% of portfolio›$339.7K
HBE Wealth Management, LLC9,029
0.2% of portfolio›$339.6K
Kaufman Rossin Wealth, LLC8,646
0.1% of portfolio›$325.2K
Elevate Wealth Advisory, Inc8,464
0.2% of portfolio›$318.3K
New England Private Wealth Advisors LLC8,425
0.0% of portfolio›$316.9K
VestGen Advisors, LLC8,126
0.0% of portfolio›$305.6K
Compass Ion Advisors, LLC8,118
0.0% of portfolio›$305.3K
Spire Wealth Management7,946
0.0% of portfolio›$298.8K
Donalies Financial Planning, LLC7,873
0.2% of portfolio›$296.1K
CX Institutional7,674
0.0% of portfolio›$289
Csenge Advisory Group7,590
0.0% of portfolio›$285.5K
Balefire, LLC7,541
0.0% of portfolio›$283.6K
Petersen Hastings Wealth Advisors Inc.7,537
0.0% of portfolio›$283.5K
Victory Financial Group, LLC7,498
0.0% of portfolio›$282.0K
Bank of New York Mellon Corp7,348
0.0% of portfolio›$276.4K
First Affirmative Financial Network7,253
0.1% of portfolio›$272.8K
Langley Wealth Management, LLC7,203
0.3% of portfolio›$270.9K
Patriot Financial Group Insurance Agency, LLC7,072
0.0% of portfolio›$266.0K
Ballew Advisors, Inc6,943
0.1% of portfolio›$261.5K
Shearwater Capital LLC6,885
0.1% of portfolio›$258.9K
Shepherd Financial Partners LLC6,862
0.0% of portfolio›$258.1K
Level Wealth Management LLC6,811
0.1% of portfolio›$256.2K
Long Island Wealth Management, Inc.6,730
0.1% of portfolio›$253.1K
Daymark Wealth Partners, LLC6,712
0.0% of portfolio›$252.4K
Integrity Investment Advisors, LLC6,661
0.1% of portfolio›$250.5K
Acropolis Investment Management, LLC6,627
0.0% of portfolio›$249.2K
McClarren Financial Advisors, Inc.6,589
0.1% of portfolio›$247.8K
Thurston, Springer, Miller, Herd & Titak, Inc.6,570
0.4% of portfolio›$247.1K
Parkside Financial Bank & Trust6,472
0.0% of portfolio›$243.4K
Aspire Private Capital, LLC6,374
0.0% of portfolio›$239.7K
Cove Private Wealth, LLC6,321
0.0% of portfolio›$237.7K
Net Worth Advisory Group6,264
0.1% of portfolio›$233.5K
Principle Wealth Partners LLC6,092
0.0% of portfolio›$229.1K
Lakewood Asset Management LLC6,054
0.1% of portfolio›$227.7K
Archer Investment Management, LLC6,026
0.1% of portfolio›$226.6K
Equita Financial Network, Inc.5,644
0.1% of portfolio›$212.3K
Bayshore Asset Management, LLC5,607
0.1% of portfolio›$210.1K
J. Derek Lewis & Associates Inc.5,511
0.0% of portfolio›$207.3K
Maryland Capital Advisors Inc.5,409
0.1% of portfolio›$203.4K
Hazlett, Burt & Watson, Inc.5,152
0.1% of portfolio›$194.0K
Balance Wealth Partners LLC4,724
0.0% of portfolio›$177.7K
Washington Trust Advisors, Inc.4,384
0.0% of portfolio›$164.9K
Elevation Wealth Partners, LLC4,149
0.0% of portfolio›$156.1K
Prudent Man Investment Management, Inc.3,971
0.0% of portfolio›$149.4K
Pinnacle Bancorp, Inc.3,296
0.0% of portfolio›$124.0K
Keystone Financial Group, Inc.2,534
0.1% of portfolio›$95.3K
Global Trust Asset Management, LLC2,500
0.0% of portfolio›$94.0K
Fifth Third Bancorp2,429
0.0% of portfolio›$91.4K
1620 Investment Advisors, Inc.2,277
0.1% of portfolio›$85.6K
Rossby Financial, LCC1,886
0.0% of portfolio›$70.9K
Cherry Tree Wealth Management, LLC1,389
0.0% of portfolio›$52.2K
Parallel Advisors, LLC1,121
0.0% of portfolio›$42.2K
Fairway Wealth LLC894
0.0% of portfolio›$33.6K
Nova Financial LLC882
0.0% of portfolio›$33.2K
Team Financial Group, LLC868
0.0% of portfolio›$32.6K
Capital Investment Advisory Services, LLC815
0.0% of portfolio›$30.7K
IAG Wealth Partners, LLC805
0.0% of portfolio›$30.3K
Physician Wealth Advisors, Inc.778
0.0% of portfolio›$29.3K
Gleason Group, Inc.772
0.0% of portfolio›$29.0K
Triumph Capital Management739
0.0% of portfolio›$27.8K
Tower Trust & Investment Co618
0.0% of portfolio›$23.2K
Coston, McIsaac & Partners599
0.0% of portfolio›$22.5K
CoreCap Advisors, LLC536
0.0% of portfolio›$20.2K
Cranbrook Wealth Management, LLC487
0.0% of portfolio›$18.3K
Larson Financial Group LLC470
0.0% of portfolio›$17.7K
Albion Financial Group470
0.0% of portfolio›$17.7K
Oakworth Capital, Inc.442
0.0% of portfolio›$16.6K
Align Financial, LLC400
0.0% of portfolio›$15.0K
Key Capital Management, Inc375
0.0% of portfolio›$14.1K
City State Bank336
0.0% of portfolio›$12.6K
Russell Investments Group, Ltd.309
0.0% of portfolio›$11.6K
US Bancorp \de\274
0.0% of portfolio›$10.3K
Bay Harbor Wealth Management, LLC226
0.0% of portfolio›$8.5K
Rydar Equities, Inc.207
0.0% of portfolio›$7.7K
Silver Grove Financial Group, Inc.205
0.0% of portfolio›$7.7K
Pacific Center for Financial Services137
0.0% of portfolio›$5.2K
Cape Investment Advisory, Inc.47
0.0% of portfolio›$1.8K
Compass Financial Management LLC27
0.0% of portfolio›$1.0K
Blue Trust, Inc.25
0.0% of portfolio›$940
Valued Wealth Advisors LLC1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Forum Financial Management, LP
16,693,558$627.8M8.2%ETFLowLombard, IL2026-10-16
Evensky & Katz LLC
6,184,354$232.6M31.8%ETFVery LowCoral Gables, FL2026-10-27
Apella Capital, LLC
5,071,742$189.4M2.4%ETFVery LowWest Hartford, CT2026-10-08
Greenspring Advisors, LLC
4,558,200$171.4M7.7%ETFVery LowTowson, MD2026-11-05
Plancorp, LLC
4,268,771$160.0M3.6%ETFLowSaint Louis, MO2026-11-03
RW Investment Management LLC
4,196,787$157.8M14.0%ETFLowEagle, ID2026-11-03
LPL Financial LLC
4,185,208$157.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Summit Financial Strategies, Inc.
4,044,958$152.1M10.5%ETFLowColumbus, OH2026-10-14
AWM Capital, LLC
3,770,822$141.8M10.0%ETFLowPhoenix, AZ2026-10-16
Maseco LLP
3,759,654$141.4M3.9%ETFVery LowLondon, United Kingdom2026-10-27
Cannon Financial Strategists, Inc.
3,632,545$136.6M15.4%ETFVery LowAthens, GA2026-10-19
Sageworth Trust Co
3,355,681$126.2M4.8%ETFLowLancaster, PA2026-10-30
Assetmark, Inc
3,254,319$122.4M0.2%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
3,115,639$117.2M2.0%ETFMediumNew York, NY2026-10-26
Symmetry Partners, LLC
3,002,638$112.9M5.8%ETFLowGlastonbury, CT2026-10-27
Annex Advisory Services, LLC
2,969,717$111.7M1.8%GrowthHighBrookfield, WI2026-10-16
Asset Dedication, LLC
2,637,835$99.2M6.1%ETFLowSan Francisco, CA2026-11-03
Phillips Financial Management, LLC
2,543,893$95.7M7.3%ETFVery LowFort Wayne, IN2026-10-19
Brighton Jones LLC
2,342,361$88.1M1.5%CoreVery LowSeattle, WA2026-11-03
Bernicke Wealth Management, Ltd.
2,299,488$86.5M9.9%ETFVery LowAltoona, WI2026-11-06
Elser Financial Planning, Inc
2,282,383$85.8M3.8%GARPLowIndianapolis, IN2026-10-16
Savant Capital, LLC
2,224,939$83.7M0.2%IndexVery LowRockford, IL2026-11-06
Leading Edge Financial Planning LLC
2,220,664$83.5M17.3%ETFLowKnoxville, TN2026-10-23
Kestra Investment Management, LLC
2,215,625$83.3M1.6%ETFMediumAustin, TX2026-11-04
SJS Investment Consulting Inc.
2,213,198$83.2M8.4%ETFVery LowSylvania, OH2026-10-26
Moss Adams Wealth Advisors LLC
2,069,828$77.8M5.1%ETFLowSeattle, WA2026-10-28
Syverson Strege & Co
2,061,898$77.5M16.8%ETFVery LowWest Des Moines, IA2026-11-02
Millburn Ridgefield LLC
1,799,770$67.7M1.2%ETFN/ANew York, NY2026-11-06
Catalyst Capital Advisors LLC
1,799,770$67.7M1.1%ETFVery LowSan Juan, PR2026-11-02
Rockwood Wealth Management, LLC
1,752,275$65.9M4.0%ETFVery LowNew Hope, PA2026-10-27
DecisionPoint Financial, LLC
1,731,401$64.5M11.2%ETFVery LowMesa, AZ2026-10-27
Aspen Wealth Management LLC
1,640,569$61.7M9.8%ETFLowFort Worth, TX2026-10-14
Kooman & Associates
1,581,981$59.5M15.9%ETFLowAltoona, PA2026-10-21
DiNuzzo Private Wealth, Inc.
1,405,022$52.8M5.3%ETFLowBeaver, PA2026-10-16
Stordahl Capital Management, Inc.
1,395,457$52.5M9.7%ETFVery LowGreenwood Village, CO2026-10-22
Kestra Advisory Services, LLC
1,340,505$50.4M0.1%CoreLowAustin, TX2026-11-02
Burton Enright Welch
1,320,627$49.7M5.3%ETFVery LowWalnut Creek, CA2026-11-04
Verisail Partners, LLC
1,289,248$48.5M18.0%ETFVery LowChamblee, GA2026-10-19
Your Advocates Ltd., LLP
1,253,646$47.1M13.4%ETFLowHouston, TX2026-11-03
RS Crum Inc.
1,243,303$46.8M8.7%ETFVery LowNewport Beach, CA2026-10-19
Hill Island Financial LLC
1,237,834$46.6M9.7%ETFLowGrand Rapids, MI2026-10-20
One Degree Advisors Inc
1,219,862$46.1M9.9%ETFLowSan Diego, CA2026-11-06
BCU Wealth Advisors, LLC
1,199,623$45.1M14.6%ETFLowVernon Hills, IL2026-10-16
Trust Co of the South
1,189,405$44.7M6.3%ETFLowGreensboro, NC2026-10-21
AdvisorNet Financial, Inc
1,179,963$44.1M2.0%ETFLowMinnetonka, MN2026-10-15
Burney Co/
1,163,254$43.7M1.2%GARPMediumReston, VA2026-10-15
EnRich Financial Partners LLC
1,157,803$43.5M10.5%ETFVery LowMadison, WI2026-10-21
True Wealth Design, LLC
1,152,052$43.3M10.2%ETFMediumAkron, OH2026-10-13
ARK & TLK Investments, LLC
1,133,799$42.6M10.2%ETFLowOklahoma City, OK2026-10-20
Straight Path Wealth Management
1,123,968$42.3M9.4%ETFLowJenison, MI2026-10-23
Tassel Capital Management, Inc.
1,094,312$41.2M20.4%ETFLowMatthews, NC2026-10-20
Capstone Capital LLC
1,081,750$40.7M22.8%ETFVery LowHenderson, NV2026-10-14
Merit Financial Group, LLC
1,046,555$39.4M0.2%ETFLowAlpharetta, GA2026-11-06
Ullmann Wealth Partners Group, LLC
1,035,071$38.9M3.5%ETFLowJacksonville Beach, FL2026-11-02
SC&H Financial Advisors, Inc.
1,027,001$38.6M5.3%ETFVery LowHunt Valley, MD2026-10-14
Mattern Wealth Management LLC
1,026,450$38.6M6.3%ETFVery LowLawrence, KS2026-11-04
United Wealth Management, LLC
999,317$37.6M9.9%ETFVery LowCharlottesville, VA2026-10-30
Integrity Advisory Solutions, LLC
991,537$37.3M3.9%ETFMediumDallas, TX2026-10-29
Cambridge Investment Research Advisors, Inc.
927,953$34.9M0.2%ETFLowFairfield, IA2026-11-02
Market Street Wealth Management Advisors LLC
923,856$34.7M4.9%ETFMediumIndianapolis, IN2026-10-09
Pinnacle Financial Group, LLC / IL
919,933$34.6M8.3%ETFVery LowWestern Springs, IL2026-10-29
Hurlow Wealth Management Group, Inc.
912,579$34.3M7.1%ETFVery LowBloomington, IN2026-10-29
Quantum Financial Planning Services, Inc.
908,706$34.2M9.3%ETFVery LowSpokane, WA2026-10-14
Acorn Creek Capital LLC
882,660$33.2M11.0%ETFLowFort Collins, CO2026-11-05
Lutz Financial Services LLC
880,042$33.1M2.0%ETFVery LowOmaha, NE2026-11-06
Sensible Money, LLC
851,822$32.0M8.2%ETFVery LowScottsdale, AZ2026-10-20
Advisor OS, LLC
839,005$31.6M2.1%ETFMediumChicago, IL2026-11-03
Rachor Investment Advisory Services, LLC
838,365$31.5M15.3%ETFVery LowLinden, MI2026-10-29
Commonwealth Equity Services, LLC
832,922$31.3M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
828,193$31.1M0.2%IndexLowSan Francisco, CA2026-10-08
Evanson Financial, LLC
807,658$30.4M1.5%ETFN/AMclean, VA2026-10-23
SwitchPoint Financial Planning, LLC
790,161$29.7M16.5%ETFVery LowLehi, UT2026-11-02
Woodward Financial Advisors, Inc.
788,347$29.6M11.7%ETFVery LowChapel Hill, NC2026-10-19
Krilogy Financial LLC
726,875$27.2M0.7%GrowthLowSt. Louis, MO2026-10-13
Concurrent Investment Advisors, LLC
725,405$27.3M0.2%GrowthMediumTampa, FL2026-10-16
Cambridge Financial Group, LLC
722,462$26.9M8.5%ETFLowTucson, AZ2026-10-06
JFS Wealth Advisors, LLC
714,075$26.9M1.4%ETFVery LowHermitage, PA2026-11-03
Chicago Partners Investment Group LLC
706,621$26.4M0.5%GARPLowChicago, IL2026-10-27
Discipline Wealth Solutions, LLC
698,673$26.3M2.3%ETFLowGreenville, SC2026-10-14
Burk Holdings LLC
692,009$26.0M9.0%ETFVery LowTulsa, OK2026-11-05
PCA Investment Advisory Services Inc.
671,162$25.2M6.9%ETFVery LowCincinnati, OH2026-10-13
Vestia Personal Wealth Advisors
667,592$22.8M8.6%ETFMediumFort Wayne, IN2026-10-20
Integrity Alliance, Llc.
657,958$24.7M0.8%ETFMediumUrbandale, IA2026-10-29
New Dimensions Wealth Management, LLC
653,635$24.6M17.7%ETFVery LowAllen, TX2026-11-02
Blume Capital Management, Inc.
636,609$23.9M3.5%CoreMediumBerkeley, CA2026-10-26
XY Planning Network, Inc.
636,138$23.9M2.6%ETFLowBozeman, MT2026-10-14
Creative Planning
634,907$23.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Versant Capital Management, Inc
631,477$23.7M2.0%GARPLowPhoenix, AZ2026-10-02
Aire Advisors, LLC
625,920$23.5M3.8%ETFVery LowBeverly Hills, CA2026-10-22
Vannoy Advisory Group, Inc.
623,428$23.4M13.5%ETFVery LowAustin, TX2026-10-13
Cambridge Capital Management, LLC
614,207$23.1M8.7%ETFVery LowO'Fallon, IL2026-10-19
Scratch Capital LLC
613,328$23.1M14.7%ETFMediumBoise, ID2026-11-02
Hippocratic Financial Advisors, LLC
605,739$22.8M9.0%ETFLowWestlake Village, CA2026-10-13
Foundry Financial LLC
601,822$22.6M7.0%ETFMediumPasadena, CA2026-10-16
Cypress Point Wealth Management, LLC
597,524$22.5M2.4%ETFLowDallas, TX2026-11-03
Wealth Advisors Northwest LLC
592,193$22.3M7.4%ETFLowPortland, OR2026-10-29
Financial Symmetry Inc
589,860$22.2M7.1%ETFVery LowRaleigh, NC2026-10-06
Pillar Financial Advisors, LLC
588,707$22.1M12.1%ETFVery LowLouisville, KY2026-10-21
Vestment Financial LLC
571,460$21.3M9.5%ETFVery LowChanhassen, MN2026-10-13
Studio Investment Management LLC
570,929$21.5M3.6%ETFLowChicago, IL2026-10-22
EverSource Wealth Advisors, LLC
568,142$21.4M0.7%CoreMediumBirmingham, AL2026-11-04
Wealthcare Advisory Partners LLC
566,819$21.3M0.4%ETFLowWest Chester, PA2026-10-21
Mills Wealth Advisors LLC
562,328$21.1M6.7%ETFMediumSouthlake, TX2026-10-22
AA Financial Advisors, LLC
560,147$21.1M2.5%ETFMediumColumbus, OH2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
551,909$20.8M1.0%ETFMediumWestlake, OH2026-10-14
BCO Wealth Management LLC
549,555$20.7M11.1%ETFLowCarlsbad, NM2026-10-14
Heritage Investment Group, Inc.
548,158$20.6M2.8%ETFVery LowPompano Beach, FL2026-11-03
Private Wealth Management Group, LLC
544,206$20.5M4.6%ETFLowPrinceton, NJ2026-10-19
Quarry Hill Advisors, LLC
535,042$20.1M7.5%ETFVery LowSt Paul, MN2026-11-04
Gemmer Asset Management LLC
530,953$20.0M1.3%ETFLowWalnut Creek, CA2026-10-16
LifeGuide Financial Advisors, LLC
515,139$19.4M5.4%ETFVery LowMechanicsburg, PA2026-10-20
Marks Group Wealth Management, Inc
514,047$19.3M1.7%CoreMediumMinnetonka, MN2026-11-05
Great Waters Wealth Management
491,025$18.5M1.7%ETFVery LowShoreview, MN2026-10-07
Beacon Hill Wealth Management Ltd.
490,610$18.5M11.2%ETFN/AVictoria, UAE2026-10-21
Hiley Hunt Wealth Management
479,777$18.0M7.0%ETFVery LowOmaha, NE2026-10-08
Riverchase Wealth Management, LLC
468,797$17.6M8.6%ETFMediumFlower Mound, TX2026-10-28
Pacific Asset Management, LLC
456,347$17.2M8.4%ETFVery LowGig Harbor, WA2026-10-15
Austin Asset Management Co Inc
436,215$16.4M2.2%ETFVery LowAustin, TX2026-10-29
Watchman Group, Inc.
434,821$16.4M3.8%ETFLowPlano, TX2026-10-16
Timonier Family Office, Ltd.
414,541$15.6M5.4%ETFVery LowWinston Salem, NC2026-11-03
Financial Harvest, LLC
411,100$15.5M7.3%ETFVery LowWinter Park, FL2026-10-15
Signature Resources Capital Management, LLC
399,377$15.0M6.4%ETFLowNewport Beach, CA2026-10-16
Tillman Hartley LLC
398,280$15.0M3.1%ETFLowOrlando, FL2026-11-06
Ridgeline Wealth, LLC
390,662$14.7M8.3%ETFVery LowMesa, AZ2026-10-14
Client 1ST Advisory Group, LLC
387,664$14.6M3.7%ETFVery LowDunedin, FL2026-10-19
American Capital Advisory, LLC
386,959$14.6M5.0%ETFLowKetchum, ID2026-10-28
SageOak Financial, LLC
380,369$14.3M9.3%ETFLowTulsa, OK2026-10-19
B&D White Capital Company, LLC
377,439$14.2M1.4%ETFHighLakeway, TX2026-11-02
Abel Hall, LLC
365,171$13.7M2.5%CoreMediumBaton Rouge, LA2026-10-19
KFG Wealth Management, LLC
359,270$13.5M1.5%ETFMediumGranger, IN2026-10-16
RFG Advisory, LLC
336,953$12.7M0.2%ETFMediumBirmingham, AL2026-11-03
Physician Wealth Solutions Inc.
332,904$12.5M4.9%ETFLowNorth Las Vegas, NV2026-10-14
Hutchens & Kramer Investment Management Group, LLC
332,863$12.5M3.7%ETFLowIndianapolis, IN2026-10-16
Amicus Financial Advisors, LLC
332,312$12.5M3.2%ETFLowLubbock, TX2026-11-03
Indivisible Partners
330,676$12.4M0.6%GrowthMediumClearwater, FL2026-10-26
Vise Technologies, Inc.
299,219$11.3M0.1%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
288,811$10.8M0.0%CoreLowPlymouth, MN2026-10-13
CSP Financial Group, LLC
278,674$10.5M10.6%ETFLowScottsdale, AZ2026-10-26
RCS Financial Planning, LLC
267,523$10.1M5.4%ETFMediumAnnapolis, MD2026-10-14
Penobscot Wealth Management
264,412$9.9M2.6%ETFVery LowPortland, ME2026-10-21
Wheels Up Wealth, Inc.
262,626$9.9M8.4%ETFVery LowBenicia, CA2026-10-27
Cravens & Co Advisors, LLC
262,550$9.9M6.7%CoreMediumCookeville, TN2026-10-16
Robinson Smith Wealth Advisors LLC
261,770$9.8M6.0%ETFLowSouth Portland, ME2026-10-22
Choreo, LLC
258,939$9.7M0.1%IndexLowRockford, IL2026-10-28
Outbound Financial Inc
246,706$9.3M5.9%ETFLowBoulder, CO2026-10-13
Sageworth Trust Co of South Dakota
246,615$9.3M5.4%ETFLowSioux Falls, SD2026-10-30
Mission Wealth Management, LP
244,181$9.2M0.1%ETFLowSanta Barbara, CA2026-10-15
Citigroup Inc
240,107$9.0M0.0%CoreMediumNew York, NY2026-11-04
Archford Capital Strategies, LLC
230,720$8.7M0.9%GrowthMediumSwansea, IL2026-10-19
Vista Capital Partners, Inc.
220,330$8.3M0.7%Deep ValueVery LowPortland, OR2026-11-06
Forvis Mazars Wealth Advisors, LLC
219,315$8.2M0.1%ETFVery LowSpringfield, MO2026-10-13
Heffernan Advisory, Inc
219,143$8.2M5.5%ETFLowFlagstaff, AZ2026-10-13
Bdfs Capital LLC
218,090$8.2M4.0%ETFLowRehoboth Beach, DE2026-10-14
Tandemgrowth Financial Advisors LLC
209,597$7.9M6.4%ETFVery LowAlpharetta, GA2026-11-05
Thrivent Financial for Lutherans
203,279$7.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Strategent Financial, LLC
202,793$7.6M3.7%ETFLowHarrisonburg, VA2026-10-30
Kane Co Wealth Management, Inc.
200,843$7.6M6.0%ETFVery LowJohnston, IA2026-11-04
Clearstead Advisors, LLC
200,000$7.5M0.1%ETFLowCleveland, OH2026-11-06
GEM Asset Management, LLC
199,269$7.5M3.0%ETFLowPlymouth, MI2026-10-13
Prospect Financial Group LLC
195,892$7.4M6.2%ETFVery LowArlington, VA2026-11-05
Signature Estate & Investment Advisors LLC
194,934$7.3M0.1%ETFMediumLos Angeles, CA2026-10-13
JDH Wealth Management, LLC
194,145$7.3M4.4%ETFVery LowSanta Rosa, CA2026-10-20
Allworth Financial LP
192,486$7.2M0.0%IndexLowFolsom, CA2026-11-06
Essential Planning, Llc.
190,735$7.2M2.0%ETFLowPortsmouth, NH2026-10-21
Index Fund Advisors, Inc.
189,901$7.1M0.3%ETFVery LowIrvine, CA2026-11-05
Envision Financial LLC
180,823$6.8M3.0%ETFLowBrookfield, WI2026-10-15
Sowell Financial Services LLC
179,240$6.7M0.2%CoreLowNorth Little Rock, AR2026-10-23
TCI Wealth Advisors, Inc.
169,668$6.4M0.3%ETFLowTucson, AZ2026-10-30
Kestra Private Wealth Services, LLC
168,467$6.3M0.1%GrowthLowAustin, TX2026-11-06
Fiduciary Financial Group, LLC
165,778$6.2M0.7%ETFLowSan Rafael, CA2026-10-13
Porter White Investment Advisors, Inc.
165,591$6.2M3.9%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
165,591$6.2M3.9%ETFVery LowBirmingham, AL2026-10-14
BIP Wealth, LLC
160,443$6.0M0.2%ETFMediumAtlanta, GA2026-10-22
Sensenig Capital Advisors, Inc
159,362$6.0M5.4%ETFLowCollegeville, PA2026-10-23
Apollon Wealth Management, LLC
158,869$6.0M0.1%GrowthLowMount Pleasant, SC2026-10-23
Coyle Financial Counsel LLC
156,867$5.9M1.1%ETFVery LowGlenview, IL2026-10-28
Family Office Research LLC
155,472$5.8M2.2%ETFLowBethesda, MD2026-10-14
Ariadne Wealth Management, LP
152,186$5.7M2.5%CoreLowSanta Barbara, CA2026-11-06
Simplicity Wealth,LLC
148,993$5.6M0.2%ETFLowSummit, NJ2026-10-23
Sprinkle Financial Consultants LLC
146,130$5.5M2.1%ETFLowLittleton, CO2026-10-09
Truist Financial Corp
142,787$5.4M0.0%CoreLowCharlotte, NC2026-10-30
Austin Wealth Management, LLC
142,222$5.3M1.1%ETFVery LowAustin, TX2026-11-06
Security Financial Services, Inc.
129,735$4.9M0.7%ETFMediumFort Wayne, IN2026-10-29
Moisand Fitzgerald Tamayo, LLC
127,871$4.8M0.5%ETFVery LowOrlando, FL2026-10-15
Warburton Capital Management, LLC
123,350$4.6M1.6%ETFVery LowTulsa, OK2026-11-06
Legacy Financial Group, Inc.
120,778$4.5M1.0%ETFLowTulsa, OK2026-10-21
Selective Wealth Management, Inc.
119,616$4.5M1.0%ETFLowForest, VA2026-10-16
Northwest Wealth Management, LLC
119,292$4.5M0.6%ETFLowSpencer, IA2026-10-30
Avant Financial Advisors LLC
117,046$4.4M2.7%ETFVery LowAustin, TX2026-11-02
KFG LLC
114,983$4.3M2.9%ETFN/ARapid City, SD2026-11-02
Approach Retirement Advisors, LLC
112,716$4.2M3.1%ETFLowVestavia, AL2026-10-22
Brookstone Capital Management
112,446$4.2M0.0%ETFMediumWheaton, IL2026-10-22
Waterfront Wealth Inc.
112,292$4.2M0.7%ValueLowOverland Park, KS2026-11-03
Squire Investment Management Company, LLC
111,106$4.2M1.0%ETFVery LowOrem, UT2026-11-03
Foundation Wealth Management, Llc\pa
103,685$3.9M1.3%ETFLowMedia, PA2026-10-14
Triad Wealth Partners, LLC
102,293$3.8M0.2%ETFMediumLawrence, KS2026-10-26
BluePrint Investing LLC
102,239$3.8M3.0%ETFLowSan Francisco, CA2026-10-14
Two West Capital Advisors LLC
99,341$3.8M1.9%ETFLowOverland Park, KS2026-10-15
Root Financial Partners, LLC
93,546$3.5M0.1%ETFMediumEncinitas, CA2026-10-21
Ares Financial Consulting, LLC
91,402$3.4M2.4%CoreLowCalabasas, CA2026-10-19
Modera Wealth Management, LLC
88,379$3.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Five Oceans Advisors
87,281$3.3M1.3%ETFVery LowCarlsbad, CA2026-10-22
Willow Creek Wealth Management Inc.
85,990$3.2M0.2%ETFVery LowSebastopol, CA2026-10-26
Accurate Wealth Management, LLC
85,095$3.2M0.3%CoreMediumWesley Chapel, FL2026-10-20
Tennessee Valley Asset Management Partners
82,784$3.1M0.3%ETFLowKnoxville, TN2026-11-03
Entrewealth, LLC
82,448$3.1M1.1%ETFLowAustin, TX2026-10-14
Torren Management, LLC
81,003$3.0M1.5%ETFMediumSan Diego, CA2026-10-29
marrick wealth, LLC
80,140$3.0M2.1%ETFVery LowIrvine, CA2026-10-20
Signaturefd, LLC
79,014$3.0M0.0%IndexLowAtlanta, GA2026-10-23
Lawood & Co
78,177$2.9M2.0%CoreLowWilliamsport, PA2026-10-09
Prime Capital Investment Advisors, LLC
77,824$2.9M0.0%ETFLowOverland Park, KS2026-10-20
Peirce Capital Management, LLC
74,874$2.8M1.0%ETFLowThe Woodlands, TX2026-10-19
Firethorn Wealth Partners, LLC
73,997$2.8M0.9%ETFLowAugusta, GA2026-10-14
Live Oak Private Wealth LLC
71,399$2.7M0.3%ValueLowWilmington, NC2026-11-02
55 North Private Wealth, LLC
68,839$2.6M0.5%ETFLowWinter Park, FL2026-10-20
Gordian Advisors LLC
68,624$2.6M1.5%ETFVery LowTucson, AZ2026-10-30
SAX Wealth Advisors, LLC
68,499$2.6M0.1%ETFVery LowParsippany, NJ2026-10-13
CFS Investment Advisory Services, LLC
68,260$2.6M0.2%ETFMediumTotowa, NJ2026-10-19
Integras Partners LLC
66,409$2.5M1.4%CoreLowAlpharetta, GA2026-10-30
Canvas Wealth Advisors, LLC
66,194$2.5M0.3%GrowthLowShawnee, KS2026-11-02
Cogent Private Wealth, Inc.
66,178$2.5M1.5%ETFMediumOrlando, FL2026-11-06
McCarley & Cook Financial Planners
63,012$2.4M1.8%ETFLowCincinnati, OH2026-10-21
Apollon Financial, LLC
62,354$2.3M0.3%ETFVery LowMount Pleasant, SC2026-10-23
DBK Financial Counsel, LLC
61,417$2.3M1.9%ETFVery LowCuyahoga Falls, OH2026-10-13
Glass Jacobson Investment Advisors llc
60,638$2.3M0.7%ETFLowOwings Mills, MD2026-10-26
Diversified Trust Co
59,387$2.2M0.0%CoreLowMemphis, TN2026-11-06
Global Financial Private Client, LLC
56,294$2.1M0.6%GrowthLowSarasota, FL2026-10-15
Clear Creek Financial Management, LLC
54,653$2.1M0.2%ETFMediumSilverdale, WA2026-10-28
Prospera Financial Services Inc
53,057$2.0M0.0%CoreMediumDallas, TX2026-11-04
McGrath & Associates, Inc.
52,048$2.0M2.2%ETFMediumAsheville, NC2026-10-27
Aerodigm Wealth, LLC
50,008$1.9M0.6%ETFLowLake Oswego, OR2026-10-16
Parkshore Wealth Management, Inc.
49,256$1.9M0.5%ETFLowGranite Bay, CA2026-10-13
GEN Financial Management, Inc.
46,335$1.7M0.9%ETFLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
45,790$1.7M0.0%CoreMediumScottsdale, AZ2026-11-03
Altiora Financial Group, LLC
45,102$1.7M0.3%ETFLowLebanon, OH2026-11-04
Astra Wealth Partners LLC
43,510$1.6M0.9%ETFLowJersey City, NJ2026-11-06
USAdvisors Wealth Management, LLC
43,313$1.6M1.9%ETFLowEden Prairie, MN2026-10-21
25 LLC
42,597$1.6M0.4%ETFLowSt. Louis, MO2026-10-13
Visionary Wealth Advisors
41,496$1.6M0.1%ETFLowO'Fallon, IL2026-11-04
Quad-Cities Investment Group, LLC
40,963$1.5M0.6%CoreLowDavenport, IA2026-10-16
Sutton Place Investors LLC
40,270$1.5M0.7%ETFLowArmonk, NY2026-10-20
HFG Wealth Management, LLC
39,245$1.5M1.5%ETFLowThe Woodlands, TX2026-10-16
HB Wealth Management, LLC
38,556$1.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Werba Rubin Papier Wealth Management
37,984$1.4M0.2%ETFLowSan Jose, CA2026-11-06
Asset Advisory Group, Inc.
36,234$1.4M0.6%CoreVery LowKinnelon, NJ2026-10-20
Concord Wealth Partners
34,750$1.3M0.2%GrowthLowAbingdon, VA2026-11-02
Fonville Wealth Management LLC
33,401$1.3M0.2%ETFVery LowRichmond, VA2026-10-28
IFP Advisors, Inc
33,060$1.2M0.0%GrowthLowTampa, FL2026-10-16
Perigon Wealth Management, LLC
31,392$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Oceanside Advisors LLC
30,956$1.2M0.7%ETFVery LowMount Pleasant, SC2026-11-03
Clark Asset Management, LLC
30,591$1.2M0.1%ETFVery LowStratham, NH2026-10-19
Cogent Strategic Wealth LLC
29,660$1.1M1.1%ETFLowChicago, IL2026-10-22
Freedom Day Solutions, LLC
28,287$1.1M0.2%CoreLowHouston, TX2026-10-20
Quantum Financial Advisors, LLC
28,167$1.1M0.1%ETFLowSanta Monica, CA2026-11-03
Quadcap Wealth Management, LLC
28,160$1.1M0.1%ETFLowFrisco, TX2026-11-02
Facet Wealth, Inc.
27,745$1.0M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Tcfg Investment Advisors, LLC
26,323$990.0K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Axxcess Wealth Management, LLC
25,509$959.4K0.0%CoreLowCarlsbad, CA2026-10-21
RED Lighthouse Investment Management, LLC
24,106$906.6K0.3%ETFVery LowHillsdale, NY2026-11-02
Regions Financial Corp
23,342$877.9K0.0%CoreLowBirmingham, AL2026-11-05
Allegiance Financial Group Advisory Services LLC
22,809$857.9K0.1%ETFLowVienna, VA2026-11-02
Venture Visionary Partners LLC
22,461$844.8K0.0%CoreLowSylvania, OH2026-10-07
Investmark Advisory Group LLC
21,593$812.1K0.3%ETFVery LowShelton, CT2026-10-27
Gradient Capital Advisors, LLC
21,435$806.2K0.2%ETFLowSan Diego, CA2026-10-21
Ascentis Independent Advisors
21,203$797.5K0.0%ETFLowDallas, TX2026-11-03
Tranquility Partners, LLC
21,113$794.1K0.3%CoreLowBrentwood, TN2026-10-20
KPP Advisory Services LLC
21,101$793.6K0.1%GrowthMediumLouisville, KY2026-10-26
Signal Advisors Wealth, LLC
20,940$787.6K0.0%ETFLowDetroit, MI2026-10-13
Barry Investment Advisors, LLC
20,667$777.3K0.1%ETFLowNew Bedford, MA2026-10-14
First Financial Group Corp
20,590$774.4K0.6%ETFLowRaleigh, NC2026-10-22
Disciplined Equity Management, Inc.
20,440$768.7K0.3%ETFVery LowNeptune Beach, FL2026-10-14
Beacon Financial Advisory LLC
20,437$768.6K0.1%ETFLowCleveland, OH2026-10-16
Stirlingshire Investments, Inc.
20,305$763.7K0.5%ETFMediumNew York, NY2026-11-05
WealthSpring Partners, LLC
20,000$752.2K0.8%ETFLowLong Beach, CA2026-10-14
Collective Family Office LLC
19,247$723.9K0.1%ETFLowYork, PA2026-10-05
Opulen Financial Group LLC
19,112$718.8K0.4%ETFVery LowArlington, VA2026-10-22
rebel Financial LLC
18,157$682.9K0.3%N/AVery LowGroveport, OH2026-11-04
Hurley Capital, LLC
17,953$675.2K0.3%GARPMediumNew York, NY2026-11-05
RHL Group, LLC
17,773$668.4K0.4%ETFVery HighHolly, MI2026-11-04
Prosperity Advisers, LLC
17,584$661.3K0.5%ETFVery LowHorsham, PA2026-10-28
SYM Financial Corp
17,444$656.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Confluence Wealth Services, Inc.
17,401$654.5K0.0%ETFVery LowMcmurray, PA2026-11-05
Acorn Wealth Advisors, LLC
17,099$643.1K0.2%ETFLowGrand Blanc, MI2026-10-19
Strategic Blueprint, LLC
17,058$641.6K0.0%ETFLowAtlanta, GA2026-10-22
Visionary Horizons, LLC
16,945$637.3K0.3%ETFLowKnoxville, TN2026-10-22
Hartmann Taylor Wealth Management, LLC
16,302$613.1K0.3%ETFVery LowDallas, TX2026-10-14
1900 Wealth Management LLC
16,298$613.0K0.0%ETFLowSan Antonio, TX2026-10-13
Mustard Seed Financial, LLC
16,225$610.2K0.3%ETFLowMagnolia, AR2026-10-30
Hoxton Planning & Management, LLC
16,147$607.3K0.2%ETFLowShepherdstown, WV2026-10-15
MGO One Seven LLC
15,847$596.0K0.0%GrowthLowBeachwood, OH2026-10-28
Citizens & Northern Corp
15,326$576.4K0.1%CoreLowWellsboro, PA2026-11-06
Silver Oak Advisory Group, Inc.
15,322$576.3K0.2%ETFVery LowPortland, OR2026-11-06
CogentBlue Wealth Advisors, LLC
15,276$574.5K0.5%ETFLowKnoxville, TN2026-10-09
Lee Financial Co
15,242$573.2K0.1%ETFVery LowDallas, TX2026-10-16
Riverbridge Partners LLC
14,944$562.0K0.0%GrowthLowMinneapolis, MN2026-11-05
AlphaStar Capital Management, LLC
14,860$558.9K0.0%ETFMediumCornelius, NC2026-10-16
NorthAvenue LLC
14,784$556.0K0.4%ETFVery LowColumbus, OH2026-10-29
Everest Financial Group LLC
14,749$554.7K0.1%GrowthVery LowMinneapolis, MN2026-11-06
Claro Advisors Inc.
14,508$545.7K0.1%CoreLowBoston, MA2026-11-02
Babb Wealth Advisors LLC
14,346$539.6K0.3%ETFVery LowFlagstaff, AZ2026-10-30
Compound Planning, Inc.
13,720$516.0K0.0%CoreLowNew York, NY2026-11-05
J.W. Cole Advisors, Inc.
13,595$511.3K0.0%IndexLowTampa, FL2026-11-05
Oath Planning, LLC
13,534$509.0K0.3%ETFVery LowTulsa, OK2026-10-20
Tactive Advisors, LLC
13,447$505.7K0.1%ETFHighJacksonville, FL2026-10-08
Gutierrez Wealth Advisory, LLC
13,432$505.2K0.3%ETFLowLittle Rock, AR2026-11-02
Pioneer Wealth Management Group
13,250$498.3K0.1%ETFLowAustin, TX2026-10-09
Triune Financial Partners, LLC
13,184$495.9K0.1%ETFVery LowOverland Park, KS2026-11-03
Avidian Wealth Enterprises, LLC
13,051$490.8K0.0%ETFLowHouston, TX2026-10-08
Old Peak Finance LLC
12,766$480.1K0.2%ETFVery LowChapel Hill, NC2026-11-02
Everhart Financial Group, Inc.
12,571$472.8K0.0%ETFLowDublin, OH2026-10-08
Wingate Wealth Advisors, Inc.
12,536$471.5K0.2%ETFVery LowLexington, MA2026-10-26
Core Wealth Management, Inc.
12,286$462.1K0.1%ETFVery LowJupiter, FL2026-10-22
Tufton Capital Management
12,103$455.0K0.2%CoreVery LowHunt Valley, MD2026-10-20
Lionshead Wealth Management, LLC
12,093$454.8K0.3%ETFLowNew York, NY2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
11,939$449.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Noble Family Wealth, LLC
11,745$441.7K0.1%ETFVery LowClearwater, FL2026-10-26
Life Planning Partners, Inc
11,081$416.8K0.3%ETFVery LowJacksonville, FL2026-10-28
HMV Wealth Advisors, LLC
11,005$413.9K0.2%ETFVery LowShreveport, LA2026-10-27
BOS Asset Management, LLC
10,896$409.8K0.1%ETFLowSpringfield, IL2026-10-09
Sendero Wealth Management, LLC
10,724$403.3K0.0%GARPLowSan Antonio, TX2026-10-14
Legacy Advisors, LLC
10,599$398.6K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Citrine Capital LLC
10,561$397.2K0.1%ETFVery LowSan Francisco, CA2026-10-14
Financial Synergies Wealth Advisors, Inc.
10,457$393.3K0.0%ETFVery LowHouston, TX2026-10-16
Angeles Wealth Management, LLC
10,393$390.9K0.0%ETFLowSanta Monica, CA2026-10-26
Abacus Planning Group, Inc.
10,340$388.9K0.0%ETFLowColumbia, SC2026-11-02
Private Trust Co NA
10,316$388.0K0.0%CoreLowCleveland, OH2026-10-20
International Private Wealth Advisors LLC
10,308$387.7K0.2%CoreMediumSan Diego, CA2026-11-05
Aurelius Family Office LLC
9,913$372.8K0.1%ETFVery LowBedford, NH2026-10-23
Money Concepts Capital Corp
9,611$361.5K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Clarity Capital Advisors, LLC
9,538$358.7K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
LexAurum Advisors, LLC
9,515$357.9K0.0%ETFLowOverland Park, KS2026-10-19
Tableaux LLC
9,486$356.8K0.1%ETFLowStockbridge, MA2026-10-23
PNC Financial Services Group, Inc.
9,237$347.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Aspiriant, LLC
9,036$339.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Prudent Investor Advisors, LLC
9,032$339.7K0.3%ETFN/AFolsom, CA2026-10-22
HBE Wealth Management, LLC
9,029$339.6K0.2%ETFVery LowLincoln, NE2026-11-06
Kaufman Rossin Wealth, LLC
8,646$325.2K0.1%ETFLowMiami, FL2026-10-19
Elevate Wealth Advisory, Inc
8,464$318.3K0.2%ETFVery LowAthens, GA2026-10-29
New England Private Wealth Advisors LLC
8,425$316.9K0.0%ETFVery LowWellesley, MA2026-10-19
VestGen Advisors, LLC
8,126$305.6K0.0%GrowthMediumChicago, IL2026-10-27
Compass Ion Advisors, LLC
8,118$305.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Spire Wealth Management
7,946$298.8K0.0%GrowthMediumMclean, VA2026-10-30
Donalies Financial Planning, LLC
7,873$296.1K0.2%ETFVery LowWashington, DC2026-10-19
CX Institutional
7,674$2890.0%CoreMediumAuburn, IN2026-10-02
Csenge Advisory Group
7,590$285.5K0.0%ETFMediumClearwater, FL2026-11-04
Balefire, LLC
7,541$283.6K0.0%ETFMediumDallas, TX2026-10-09
Petersen Hastings Wealth Advisors Inc.
7,537$283.5K0.0%ETFLowKennewick, WA2026-10-27
Victory Financial Group, LLC
7,498$282.0K0.0%ETFLowAustin, TX2026-10-27
Bank of New York Mellon Corp
7,348$276.4K0.0%CoreLowNew York, NY2026-11-05
First Affirmative Financial Network
7,253$272.8K0.1%CoreN/AColorado Springs, CO2026-10-21
Langley Wealth Management, LLC
7,203$270.9K0.3%CoreN/ACorinth, MS2026-11-04
Patriot Financial Group Insurance Agency, LLC
7,072$266.0K0.0%GrowthLowWalpole, MA2026-10-14
Ballew Advisors, Inc
6,943$261.5K0.1%ETFLowJackson, MS2026-10-05
Shearwater Capital LLC
6,885$258.9K0.1%ETFVery LowDenver, CO2026-10-13
Shepherd Financial Partners LLC
6,862$258.1K0.0%ETFLowWinchester, MA2026-11-03
Level Wealth Management LLC
6,811$256.2K0.1%ETFVery LowGreensboro, NC2026-10-23
Long Island Wealth Management, Inc.
6,730$253.1K0.1%ETFLowMelville, NY2026-10-20
Daymark Wealth Partners, LLC
6,712$252.4K0.0%CoreLowCincinnati, OH2026-11-04
Integrity Investment Advisors, LLC
6,661$250.5K0.1%ETFMediumFort Collins, CO2026-11-03
Acropolis Investment Management, LLC
6,627$249.2K0.0%ETFLowSt. Louis, MO2026-10-08
McClarren Financial Advisors, Inc.
6,589$247.8K0.1%ETFMediumState College, PA2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
6,570$247.1K0.4%GrowthMediumIndianapolis, IN2026-10-14
Parkside Financial Bank & Trust
6,472$243.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Aspire Private Capital, LLC
6,374$239.7K0.0%ETFMediumCornelius, NC2026-11-05
Cove Private Wealth, LLC
6,321$237.7K0.0%GrowthLowOyster Bay Cove, NY2026-10-28
Net Worth Advisory Group
6,264$233.5K0.1%GARPMediumSandy, UT2026-10-20
Principle Wealth Partners LLC
6,092$229.1K0.0%CoreVery LowMadison, CT2026-11-02
Lakewood Asset Management LLC
6,054$227.7K0.1%ValueLowNaperville, IL2026-10-26
Archer Investment Management, LLC
6,026$226.6K0.1%ETFHighAustin, TX2026-10-13
Equita Financial Network, Inc.
5,644$212.3K0.1%ETFLowFort Washington, PA2026-10-19
Bayshore Asset Management, LLC
5,607$210.1K0.1%ETFVery LowCoral Gables, FL2026-11-03
J. Derek Lewis & Associates Inc.
5,511$207.3K0.0%ETFLowNewport Beach, CA2026-11-03
Maryland Capital Advisors Inc.
5,409$203.4K0.1%ETFVery LowChester, MD2026-10-15
Hazlett, Burt & Watson, Inc.
5,152$194.0K0.1%CoreVery LowWheeling, WV2026-11-04
Balance Wealth Partners LLC
4,724$177.7K0.0%ETFMediumWorthington, OH2026-10-27
Washington Trust Advisors, Inc.
4,384$164.9K0.0%GrowthLowWellesley, MA2026-10-22
Elevation Wealth Partners, LLC
4,149$156.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Prudent Man Investment Management, Inc.
3,971$149.4K0.0%ETFVery LowLouisville, CO2026-11-03
Pinnacle Bancorp, Inc.
3,296$124.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Keystone Financial Group, Inc.
2,534$95.3K0.1%ETFLowAtlanta, GA2026-10-13
Global Trust Asset Management, LLC
2,500$94.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Fifth Third Bancorp
2,429$91.4K0.0%IndexVery LowCincinnati, OH2026-11-05
1620 Investment Advisors, Inc.
2,277$85.6K0.1%ValueLowPlymouth, MA2026-11-04
Rossby Financial, LCC
1,886$70.9K0.0%ETFMediumMelbourne, FL2026-11-05
Cherry Tree Wealth Management, LLC
1,389$52.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Parallel Advisors, LLC
1,121$42.2K0.0%IndexLowSan Francisco, CA2026-11-03
Fairway Wealth LLC
894$33.6K0.0%ETFLowIndependence, OH2026-10-30
Nova Financial LLC
882$33.2K0.0%N/AN/ATucson, AZ2026-11-04
Team Financial Group, LLC
868$32.6K0.0%ETFLowTemecula, CA2026-10-30
Capital Investment Advisory Services, LLC
815$30.7K0.0%CoreMediumRaleigh, NC2026-10-30
IAG Wealth Partners, LLC
805$30.3K0.0%ETFLowWaukesha, WI2026-11-06
Physician Wealth Advisors, Inc.
778$29.3K0.0%ETFMediumMidvale, UT2026-10-20
Gleason Group, Inc.
772$29.0K0.0%ETFVery LowProspect, KY2026-10-15
Triumph Capital Management
739$27.8K0.0%ETFMediumDenver, CO2026-10-14
Tower Trust & Investment Co
618$23.2K0.0%GrowthLowDavenport, IA2026-10-28
Coston, McIsaac & Partners
599$22.5K0.0%YieldVery LowBar Harbor, ME2026-11-06
CoreCap Advisors, LLC
536$20.2K0.0%ETFMediumSouthfield, MI2026-10-08
Cranbrook Wealth Management, LLC
487$18.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Larson Financial Group LLC
470$17.7K0.0%GrowthLowSt Louis, MO2026-11-05
Albion Financial Group
470$17.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Oakworth Capital, Inc.
442$16.6K0.0%ETFLowBirmingham, AL2026-10-26
Align Financial, LLC
400$15.0K0.0%ETFVery LowHermantown, MN2026-10-16
Key Capital Management, Inc
375$14.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
City State Bank
336$12.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Russell Investments Group, Ltd.
309$11.6K0.0%CoreLowSeattle, WA2026-11-06
US Bancorp \de\
274$10.3K0.0%IndexLowMinneapolis, MN2026-11-05
Bay Harbor Wealth Management, LLC
226$8.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Rydar Equities, Inc.
207$7.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Silver Grove Financial Group, Inc.
205$7.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Pacific Center for Financial Services
137$5.2K0.0%ETFMediumDanville, CA2026-10-15
Cape Investment Advisory, Inc.
47$1.8K0.0%ETFLowMcdonough, GA2026-10-13
Compass Financial Management LLC
27$1.0K0.0%CoreN/ATampa, FL2026-10-30
Blue Trust, Inc.
25$9400.0%ETFLowBrentwood, TN2026-10-15
Valued Wealth Advisors LLC
1$380.0%IndexVery LowHolladay, UT2026-11-05