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Dimensional International VA (DFIV)

CUSIP: 25434V807 | NYSE | 1272 institutional holders

Quarters

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

Farther Finance Advisors, LLC4,992,574
2.0% of portfolio›$278.9M
Plancorp, LLC3,901,262
5.0% of portfolio›$219.8M
Index Fund Advisors, Inc.3,574,574
8.4% of portfolio›$199.7M
Creative Planning3,395,521
0.1% of portfolio›$189.7M
Foster Group, Inc.2,891,254
4.4% of portfolio›$161.5M
Kestra Investment Management, LLC2,621,347
2.8% of portfolio›$146.4M
Modera Wealth Management, LLC2,286,759
1.3% of portfolio›$127.7M
Confluence Wealth Services, Inc.2,243,580
3.3% of portfolio›$125.3M
Apella Capital, LLC2,083,562
1.5% of portfolio›$115.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,849,166
1.4% of portfolio›$103.3M
Wealth Enhancement Advisory Services, LLC1,748,128
0.1% of portfolio›$96.6M
TCI Wealth Advisors, Inc.1,723,500
3.9% of portfolio›$96.3M
Choreo, LLC1,495,638
0.9% of portfolio›$83.5M
Wealth Management Nebraska1,467,288
7.2% of portfolio›$82.0M
Evanson Financial, LLC1,404,680
3.9% of portfolio›$78.5M
Root Financial Partners, LLC1,295,319
2.4% of portfolio›$72.4M
Vise Technologies, Inc.1,294,003
0.6% of portfolio›$72.3M
Kestra Advisory Services, LLC1,232,641
0.2% of portfolio›$68.9M
Dixon Fnancial Services, Inc.1,212,555
27.2% of portfolio›$67.7M
SAX Wealth Advisors, LLC1,138,487
1.8% of portfolio›$63.6M
Petersen Hastings Wealth Advisors Inc.1,117,781
5.2% of portfolio›$62.4M
True Link Financial Advisors, LLC1,105,800
3.6% of portfolio›$61.8M
Washington Trust Bank1,042,218
4.0% of portfolio›$58.2M
Maseco LLP989,589
1.5% of portfolio›$55.3M
Verus Financial Partners, Inc.853,987
4.1% of portfolio›$47.7M
Eclectic Associates Inc852,853
5.3% of portfolio›$47.6M
Landaas & Co822,636
7.6% of portfolio›$46.0M
Fiduciary Financial Group, LLC782,473
5.1% of portfolio›$43.7M
Wealth Architects, LLC730,133
3.2% of portfolio›$40.8M
McGlone Suttner Wealth Management, Inc.704,178
4.6% of portfolio›$39.3M
Truist Financial Corp702,097
0.0% of portfolio›$39.2M
Willow Creek Wealth Management Inc.688,219
2.5% of portfolio›$38.4M
Forvis Mazars Wealth Advisors, LLC674,200
0.6% of portfolio›$37.7M
Hudock, Inc.669,412
4.7% of portfolio›$37.4M
Trinity Financial Advisors LLC666,684
9.6% of portfolio›$37.2M
Three Arch Wealth Management LLC599,384
5.3% of portfolio›$33.5M
B&D White Capital Company, LLC587,074
3.2% of portfolio›$32.8M
Sachem Hill LLC573,645
5.6% of portfolio›$32.0M
McMill Wealth Management548,912
7.0% of portfolio›$30.7M
Acropolis Investment Management, LLC509,494
1.1% of portfolio›$28.5M
Factor Wealth Management LTD488,379
4.2% of portfolio›$27.3M
M Holdings Securities, Inc.444,235
10.2% of portfolio›$25.1M
Bayshore Asset Management, LLC432,332
8.4% of portfolio›$24.0M
Vestia Personal Wealth Advisors426,359
9.0% of portfolio›$23.8M
Disciplined Equity Management, Inc.410,896
10.1% of portfolio›$23.0M
Squire Investment Management Company, LLC407,519
5.3% of portfolio›$22.8M
Cambridge Investment Research Advisors, Inc.393,561
0.1% of portfolio›$22.0M
First Command Advisory Services, Inc.390,313
0.1% of portfolio›$21.8M
Commonwealth Equity Services, LLC383,926
0.0% of portfolio›$21.4M
Navigoe, LLC380,351
11.5% of portfolio›$21.2M
Market Street Wealth Management Advisors LLC372,724
3.0% of portfolio›$20.8M
Forum Financial Management, LP369,340
0.3% of portfolio›$20.6M
CFS Investment Advisory Services, LLC358,242
1.3% of portfolio›$20.0M
Allen Wealth Management, LLC350,007
9.5% of portfolio›$19.6M
ShankerValleau Wealth Advisors, Inc.349,961
5.2% of portfolio›$19.5M
Cowa, LLC348,844
4.7% of portfolio›$19.5M
Meritas Wealth Management, LLC346,777
7.0% of portfolio›$19.4M
BlueSky Wealth Advisors, LLC346,456
2.2% of portfolio›$19.4M
Valued Wealth Advisors LLC343,646
6.6% of portfolio›$19.2M
Shearwater Capital LLC341,011
9.0% of portfolio›$19.0M
Prism Advisors, Inc.337,438
4.7% of portfolio›$18.7M
Apeiron RIA LLC327,127
4.1% of portfolio›$18.0M
Sterling Financial Planning, Inc.311,045
4.8% of portfolio›$17.4M
EnRich Financial Partners LLC310,173
4.2% of portfolio›$17.3M
Fonville Wealth Management LLC304,397
2.6% of portfolio›$17.0M
Peirce Capital Management, LLC294,270
6.0% of portfolio›$16.4M
Embree Financial Group292,601
1.6% of portfolio›$16.3M
JDH Wealth Management, LLC289,356
9.8% of portfolio›$16.2M
Mraz, Amerine & Associates, Inc.275,284
2.4% of portfolio›$15.4M
Destiny Wealth Partners, LLC273,749
1.6% of portfolio›$15.4M
Elevate Wealth Advisory, Inc265,622
7.6% of portfolio›$14.8M
Capstone Wealth Management, LLC257,705
6.7% of portfolio›$14.4M
Lauterbach Financial Advisors, LLC257,239
6.1% of portfolio›$14.4M
Axxcess Wealth Management, LLC256,280
0.6% of portfolio›$14.3M
Trademark Financial Management, LLC251,102
5.7% of portfolio›$14.0M
Guardian Wealth Management, LLC249,465
3.9% of portfolio›$13.9M
Robinswood Financial LLC245,281
4.2% of portfolio›$13.7M
SeedSafe Financial LLC245,018
10.1% of portfolio›$13.7M
Able Financial Group, LLC233,674
2.0% of portfolio›$13.1M
DiNuzzo Private Wealth, Inc.229,387
1.3% of portfolio›$12.8M
Maryland Capital Advisors Inc.228,670
4.0% of portfolio›$12.8M
Mattern Wealth Management LLC218,626
2.0% of portfolio›$12.2M
Financial Futures Ltd Liability Co.217,167
4.5% of portfolio›$12.1M
Northwest Wealth Management, LLC214,857
1.5% of portfolio›$12.0M
Compound Planning, Inc.214,639
0.3% of portfolio›$12.0M
Reap Financial Group, LLC213,236
2.0% of portfolio›$11.9M
Stone Summit Wealth LLC206,153
3.1% of portfolio›$11.5M
Thrivent Financial for Lutherans203,082
0.0% of portfolio›$11.2K
Mission Wealth Management, LP201,549
0.2% of portfolio›$11.3M
Austin Asset Management Co Inc200,872
1.5% of portfolio›$11.2M
Andrews, Lucia Wealth Management LLC199,170
6.1% of portfolio›$11.1M
Baker Boyer National Bank197,181
3.1% of portfolio›$11.0M
Aspiriant, LLC197,001
0.3% of portfolio›$11.0M
G2 Capital Management, LLC / OH192,908
2.4% of portfolio›$10.8M
Visionary Wealth Advisors191,522
0.4% of portfolio›$10.7M
Kings Path Partners LLC188,054
2.8% of portfolio›$10.5M
Altiora Financial Group, LLC182,333
1.7% of portfolio›$10.2M
Oceanside Advisors LLC178,682
6.1% of portfolio›$10.0M
Laurel Wealth Planning LLC177,390
4.3% of portfolio›$9.9M
Maryland State Retirement & Pension System176,038
0.2% of portfolio›$9.8M
Phillips Financial Management, LLC175,879
0.8% of portfolio›$9.8M
Turning Point Benefit Group, Inc.171,556
3.9% of portfolio›$9.5M
Cedar Point Capital Partners, LLC168,061
5.4% of portfolio›$9.4M
Veratis Advisors, Inc.164,208
6.9% of portfolio›$9.2M
Baker Tilly Wealth Management, LLC160,595
1.8% of portfolio›$9.0M
Accel Wealth Management157,875
1.9% of portfolio›$8.8M
Perigon Wealth Management, LLC157,853
0.1% of portfolio›$8.8M
Winter & Associates, Inc.155,866
6.3% of portfolio›$8.8M
Clarity Asset Management, Inc.155,778
4.3% of portfolio›$8.7M
Bank of New Hampshire153,875
1.9% of portfolio›$8.6M
Kondo Wealth Advisors, Inc.153,054
2.8% of portfolio›$8.5M
Certified Advisory Corp150,429
0.7% of portfolio›$8.4M
Sculati Wealth Management, LLC149,639
2.7% of portfolio›$8.3M
Caliber Wealth Management, LLC / KS147,624
0.8% of portfolio›$8.2M
Avidian Wealth Enterprises, LLC145,088
0.2% of portfolio›$8.1M
Richard Young Associates, Ltd.140,664
5.1% of portfolio›$7.9M
Family Legacy, Inc.140,534
2.2% of portfolio›$7.9M
Mather Group, Llc.138,764
0.1% of portfolio›$7.8M
Serenity Investment Advisors134,180
3.3% of portfolio›$7.5M
Shotwell Rutter Baer Inc132,130
4.1% of portfolio›$7.4M
Park Avenue Securities LLC129,398
0.1% of portfolio›$7.2M
HMV Wealth Advisors, LLC128,916
2.7% of portfolio›$7.2M
Schwallier Wealth Management LLC128,697
4.6% of portfolio›$7.2M
RF&L Wealth Management, LLC127,306
4.8% of portfolio›$7.1M
Prospera Financial Services Inc127,118
0.1% of portfolio›$7.2M
Moisand Fitzgerald Tamayo, LLC125,775
0.7% of portfolio›$7.0M
Alpha Advisors, LLC125,728
5.1% of portfolio›$7.0M
Larson Financial Group LLC123,622
0.2% of portfolio›$6.9M
1900 Wealth Management LLC122,933
0.4% of portfolio›$6.9M
Avior Wealth Management, LLC121,440
0.2% of portfolio›$6.8M
Platt Wealth Management LLC119,074
8.2% of portfolio›$6.7M
Sterling Wealth Management, Inc.118,209
1.7% of portfolio›$6.6M
Glass Jacobson Investment Advisors llc117,735
2.0% of portfolio›$6.6M
Timonier Family Office, Ltd.116,236
2.3% of portfolio›$6.5M
Lodestar Private Asset Management LLC116,127
0.6% of portfolio›$6.5M
InTrack Investment Management Inc114,135
3.1% of portfolio›$6.4M
HB Wealth Management, LLC112,608
0.0% of portfolio›$6.3M
EverSource Wealth Advisors, LLC112,347
0.2% of portfolio›$6.3M
DeLarme Wealth Management, Inc.109,937
3.5% of portfolio›$6.1M
Burk Holdings LLC108,923
2.1% of portfolio›$6.1M
LAM Group, Inc.106,383
3.0% of portfolio›$5.9M
Frankly Finances, LLC105,851
4.6% of portfolio›$5.9M
RTD Financial Advisors, Inc.104,297
0.6% of portfolio›$5.8M
Spire Wealth Management102,144
0.2% of portfolio›$5.7M
Omni 360 Wealth, Inc.102,130
2.6% of portfolio›$5.7M
Breakwater Capital Group100,137
0.7% of portfolio›$5.6M
Kelly Financial Group LLC99,372
1.3% of portfolio›$5.6M
Kraft, Davis & Associates, LLC98,686
1.2% of portfolio›$5.5M
Armbruster Capital Management, Inc.96,770
0.8% of portfolio›$5.4M
City State Bank95,746
1.2% of portfolio›$5.3M
Porter White Investment Advisors, Inc.94,802
3.3% of portfolio›$5.3M
Porter White Investment Advisors, Inc.94,802
3.3% of portfolio›$5.3M
Herold Advisors, Inc.94,083
1.0% of portfolio›$5.3M
Navigate Wealth Management, LLC93,372
3.1% of portfolio›$5.2M
Redstone Wealth Management, LLC91,034
3.2% of portfolio›$5.1M
Cogent Strategic Wealth LLC89,569
4.8% of portfolio›$5.0M
Verum Partners LLC89,080
0.8% of portfolio›$5.0M
TruNorth Capital Management, LLC86,436
0.8% of portfolio›$4.8M
Investmark Advisory Group LLC86,280
1.6% of portfolio›$4.8M
Hippocratic Financial Advisors, LLC84,907
1.9% of portfolio›$4.7M
Aviance Capital Partners, LLC83,894
0.5% of portfolio›$4.7M
AWM Capital, LLC83,103
0.3% of portfolio›$4.6M
BIP Wealth, LLC81,768
0.1% of portfolio›$4.6M
LexAurum Advisors, LLC81,340
0.5% of portfolio›$4.5M
Signature Estate & Investment Advisors LLC81,234
0.1% of portfolio›$4.5M
Journey Beyond Wealth, LLC80,697
3.4% of portfolio›$4.5M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies79,340
3.4% of portfolio›$4.4M
Regions Financial Corp79,062
0.0% of portfolio›$4.4M
L.K. Benson & Company, P.C.78,329
1.3% of portfolio›$4.4M
Indivisible Partners77,837
0.2% of portfolio›$4.3M
Prevail Innovative Wealth Advisors, LLC75,239
0.5% of portfolio›$4.2M
Pillar Financial Advisors, LLC73,799
2.3% of portfolio›$4.1M
CLG LLC71,721
0.8% of portfolio›$4.0M
Peoples Bank71,527
1.8% of portfolio›$4.0M
Baring Financial LLC71,172
2.1% of portfolio›$4.0M
RED Lighthouse Investment Management, LLC70,565
1.2% of portfolio›$3.9M
Forteris Wealth Management Inc.70,509
3.3% of portfolio›$3.9M
Symmetry Partners, LLC70,028
0.2% of portfolio›$3.9M
Cambridge Financial Group, LLC69,345
1.2% of portfolio›$3.7M
Klingman & Associates, LLC66,526
0.2% of portfolio›$3.7M
Brookstone Capital Management65,600
0.0% of portfolio›$3.7M
Lakeshore Financial Planning, Inc.65,170
1.1% of portfolio›$3.6M
Family CFO Inc64,655
1.4% of portfolio›$3.6M
Belleair Asset Management, LLC64,589
3.0% of portfolio›$3.6M
Aerodigm Wealth, LLC63,865
1.2% of portfolio›$3.6M
Donalies Financial Planning, LLC63,631
2.6% of portfolio›$3.6M
Robertson Stephens Wealth Management, LLC62,030
0.1% of portfolio›$3.5M
Financial Synergies Wealth Advisors, Inc.61,926
0.3% of portfolio›$3.5M
Vista Investment Partners II, LLC61,355
1.4% of portfolio›$3.4M
IFP Advisors, Inc60,831
0.1% of portfolio›$3.4M
Kestra Private Wealth Services, LLC58,987
0.0% of portfolio›$3.3M
Fund Evaluation Group, LLC58,799
0.1% of portfolio›$3.3M
Cooper Financial Group58,793
0.3% of portfolio›$3.3M
Global Assets Advisory, LLC58,291
0.7% of portfolio›$3.2M
SwitchPoint Financial Planning, LLC55,085
1.7% of portfolio›$3.1M
Triangle Securities Wealth Management54,276
0.6% of portfolio›$3.0M
Ferguson Johnson Wealth Management Inc54,101
2.2% of portfolio›$3.0M
Joel Isaacson & Co., LLC54,048
0.1% of portfolio›$3.0M
AlphaCore Capital LLC53,992
0.0% of portfolio›$3.0M
Clark Asset Management, LLC53,521
0.2% of portfolio›$3.0M
Prism Planning Partners LLC52,392
2.8% of portfolio›$2.9M
Verdence Capital Advisors LLC52,040
0.1% of portfolio›$2.9M
Triumph Capital Management51,726
0.5% of portfolio›$2.9M
Collective Family Office LLC51,717
0.6% of portfolio›$2.9M
United Advisor Group, LLC50,854
0.3% of portfolio›$2.8M
Asset Dedication, LLC50,260
0.2% of portfolio›$2.8M
McKinley Carter Wealth Services, Inc.49,963
0.1% of portfolio›$2.8M
Cherry Tree Wealth Management, LLC48,562
0.5% of portfolio›$2.7M
Lodestone Wealth Management LLC47,908
0.9% of portfolio›$2.7M
Nautilus Advisors LLC47,431
1.6% of portfolio›$2.6M
Valeo Financial Advisors, LLC47,353
0.1% of portfolio›$2.6M
Allegiance Financial Group Advisory Services LLC47,317
0.4% of portfolio›$2.6M
Greenspring Advisors, LLC45,519
0.1% of portfolio›$2.5M
Pacific Asset Management, LLC45,058
1.2% of portfolio›$2.5M
Builder Investment Group Inc44,629
0.5% of portfolio›$2.5M
Sage Mountain Advisors LLC44,203
0.1% of portfolio›$2.5M
Strata Wealth Advisors, LLC43,878
0.6% of portfolio›$2.5M
Krilogy Financial LLC43,614
0.1% of portfolio›$2.4M
Odyssey Capital Advisors, Inc.42,991
1.7% of portfolio›$2.4M
Core Wealth Advisors, LLC42,775
1.8% of portfolio›$2.4M
Diversified Portfolios, Inc.42,299
0.2% of portfolio›$2.4M
Ritholtz Wealth Management42,111
0.0% of portfolio›$2.4M
Fifth Third Securities, Inc.40,429
0.1% of portfolio›$2.3M
Cornerstone Wealth Management, LLC40,194
0.1% of portfolio›$2.2M
Quarry Hill Advisors, LLC39,069
0.8% of portfolio›$2.2M
D.A. Davidson & Co.38,700
0.0% of portfolio›$2.2M
Kaufman Rossin Wealth, LLC38,459
0.9% of portfolio›$2.1M
Fifth Third Bancorp38,257
0.0% of portfolio›$2.1M
Pettinga Financial Advisors LLC37,850
0.3% of portfolio›$2.1M
ARK & TLK Investments, LLC37,461
0.5% of portfolio›$2.1M
Aurelius Family Office LLC37,287
0.8% of portfolio›$2.1M
Bfsg, LLC36,509
0.2% of portfolio›$2.0M
JFS Wealth Advisors, LLC35,067
0.1% of portfolio›$2.0M
Global Trust Wealth Management LLC34,726
1.4% of portfolio›$1.9M
Focus Financial Network, Inc.34,713
0.1% of portfolio›$1.9M
Washington Trust Advisors, Inc.34,475
0.1% of portfolio›$1.9M
Wedmont Private Capital34,276
0.0% of portfolio›$1.9M
Encompass Wealth Advisors, LLC33,690
0.3% of portfolio›$1.9M
BluePrint Investing LLC32,926
1.4% of portfolio›$1.8M
Bank of New York Mellon Corp31,799
0.0% of portfolio›$1.8M
XY Planning Network, Inc.31,551
0.2% of portfolio›$1.8M
Integras Partners LLC31,515
1.0% of portfolio›$1.8M
Beacon Financial Advisory LLC31,500
0.3% of portfolio›$1.8M
Aspirean Wealth, LLC31,211
1.6% of portfolio›$1.7M
Uptick Partners, LLC31,190
0.2% of portfolio›$1.7M
Verus Wealth Management, LLC30,714
1.1% of portfolio›$1.7M
Chicago Partners Investment Group LLC30,535
0.0% of portfolio›$1.7M
Oath Planning, LLC30,166
1.1% of portfolio›$1.7M
ProCore Advisors, LLC29,301
2.0% of portfolio›$1.6M
Integrity Alliance, Llc.29,135
0.0% of portfolio›$1.6M
Powerhouse Assets LLC29,104
1.3% of portfolio›$1.6M
Secure Asset Management, LLC28,607
0.2% of portfolio›$1.6M
RFG Advisory, LLC28,508
0.0% of portfolio›$1.6M
25 LLC28,463
0.4% of portfolio›$1.6M
Mattern Capital Management, LLC28,377
0.2% of portfolio›$1.6M
Americana Partners, LLC28,374
0.0% of portfolio›$1.6M
APS Management Group, Inc.28,087
1.1% of portfolio›$1.6M
Riverchase Wealth Management, LLC27,459
0.7% of portfolio›$1.5M
McGrath & Associates, Inc.27,050
1.7% of portfolio›$1.5M
Studio Investment Management LLC26,711
0.3% of portfolio›$1.5M
Stage Harbor Financial, LLC26,313
0.8% of portfolio›$1.5M
HBW Advisory Services LLC26,184
0.1% of portfolio›$1.5M
Elmwood Wealth Management, Inc.25,870
0.3% of portfolio›$1.4M
New Wave Wealth Advisors LLC25,821
0.4% of portfolio›$1.4M
Optivise Advisory Services LLC25,813
0.7% of portfolio›$1.4M
Clarity Capital Advisors, LLC25,491
0.6% of portfolio›$1.4M
Long Island Wealth Management, Inc.25,326
0.6% of portfolio›$1.4M
US Bancorp \de\24,991
0.0% of portfolio›$1.4M
Watershed Private Wealth LLC24,927
0.4% of portfolio›$1.4M
Sutton Place Investors LLC24,235
0.6% of portfolio›$1.4M
Synergy Asset Management, LLC24,159
0.1% of portfolio›$1.3M
Foundation Wealth Management, Llc\pa23,632
0.4% of portfolio›$1.3M
Wealth Enhancement Trust Services, Inc.23,618
0.1% of portfolio›$1.3M
Concurrent Investment Advisors, LLC23,488
0.0% of portfolio›$1.3M
E6 Portfolios, LLC23,084
1.0% of portfolio›$1.3M
Archvest Wealth Advisors, Inc.22,877
0.6% of portfolio›$1.3M
Cornerstone National Bank & Trust Co22,836
0.4% of portfolio›$1.3M
J.W. Cole Advisors, Inc.22,611
0.0% of portfolio›$1.3M
Mills Wealth Advisors LLC22,455
0.4% of portfolio›$1.3M
New Dimensions Wealth Management, LLC22,101
0.9% of portfolio›$1.2M
Cliftonlarsonallen Wealth Advisors, LLC22,000
0.0% of portfolio›$1.2M
Hardin Capital Partners, LLC21,963
0.6% of portfolio›$1.2M
Diversify Advisory Services, LLC21,643
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC21,643
0.0% of portfolio›$1.2M
Approach Retirement Advisors, LLC21,626
0.9% of portfolio›$1.2M
Koenig Investment Advisory, LLC21,621
0.9% of portfolio›$1.2M
Parsons Capital Management Inc21,487
0.1% of portfolio›$1.2M
Trace Wealth Advisors, LLC21,417
0.9% of portfolio›$1.2M
Mustard Seed Financial, LLC20,904
0.6% of portfolio›$1.2M
Parallel Advisors, LLC20,615
0.0% of portfolio›$1.2M
CogentBlue Wealth Advisors, LLC20,221
1.1% of portfolio›$1.1M
Avant Financial Advisors LLC20,080
0.7% of portfolio›$1.1M
Level Financial Advisors19,646
0.2% of portfolio›$1.1M
Midwest Trust Co19,565
0.0% of portfolio›$1.1M
SJS Investment Consulting Inc.19,412
0.1% of portfolio›$1.1M
Compass Ion Advisors, LLC19,206
0.1% of portfolio›$1.1M
IFG Advisors, LLC19,152
0.1% of portfolio›$1.1M
Prosperity Planning, Inc.19,131
0.2% of portfolio›$1.1M
Family Wealth Partners, LLC19,012
0.3% of portfolio›$1.1M
Arsenal Capital Advisors LLC18,787
0.6% of portfolio›$1.0M
Tenet Wealth Partners, LLC18,630
0.7% of portfolio›$1.0M
Tranquility Partners, LLC18,287
0.4% of portfolio›$1.0M
Versant Capital Management, Inc18,244
0.1% of portfolio›$1.0M
Acorn Wealth Advisors, LLC18,168
0.2% of portfolio›$1.0M
J. Derek Lewis & Associates Inc.18,147
0.2% of portfolio›$1.0M
Capital Investment Advisory Services, LLC17,595
0.1% of portfolio›$982.9K
Abacus Wealth Partners, LLC17,434
0.1% of portfolio›$973.8K
Nicholas Hoffman & Company, Llc.17,255
0.0% of portfolio›$963.9K
SteelPeak Wealth, LLC17,154
0.0% of portfolio›$958.2K
Interchange Capital Partners, LLC17,152
0.2% of portfolio›$958.1K
Mullaney, Keating & Wright, Inc.17,012
0.4% of portfolio›$950.3K
RHS Financial, LLC16,517
0.3% of portfolio›$922.6K
Signal Advisors Wealth, LLC16,059
0.0% of portfolio›$897.0K
Lido Advisors, LLC15,948
0.0% of portfolio›$890.9K
Kane Co Wealth Management, Inc.15,804
0.7% of portfolio›$882.8K
RAM Investment Partners, LLC15,526
0.1% of portfolio›$867.3K
Iowa State Bank15,357
0.1% of portfolio›$857.8K
Balentine LLC15,247
0.0% of portfolio›$851.7K
Del-Sette Capital Management, LLC14,979
0.5% of portfolio›$836.7K
Sovran Advisors, LLC14,852
0.1% of portfolio›$841.6K
MN Wealth Advisors, LLC14,840
0.3% of portfolio›$829.0K
Citizens Financial Group Inc14,660
0.0% of portfolio›$818.9K
Elser Financial Planning, Inc14,325
0.0% of portfolio›$800.2K
Ironwood Financial, llc14,227
0.1% of portfolio›$794.7K
International Private Wealth Advisors LLC14,184
0.3% of portfolio›$792.3K
Owl Creek Wealth Partners LLC14,008
0.2% of portfolio›$782.5K
Keybank National Association13,649
0.0% of portfolio›$762.4K
Santori & Peters, Inc.13,458
0.2% of portfolio›$751.8K
Carnegie Investment Counsel13,281
0.0% of portfolio›$741.9K
Simplicity Wealth,LLC13,203
0.0% of portfolio›$737.5K
Blume Capital Management, Inc.13,200
0.1% of portfolio›$737.4K
Argyle Capital Partners, LLC13,097
0.5% of portfolio›$731.6K
Carlton Hofferkamp & Jenks Wealth Management, LLC13,076
0.2% of portfolio›$737.5K
Evergreen Capital Management LLC11,878
0.0% of portfolio›$663.5K
Heritage Investment Group, Inc.11,724
0.1% of portfolio›$654.9K
Meredith Wealth Planning11,622
0.2% of portfolio›$649.2K
Vision Capital Management, Inc.11,513
0.1% of portfolio›$643.1K
Unison Advisors LLC11,467
0.0% of portfolio›$640.5K
James J. Burns & Company, LLC11,463
0.1% of portfolio›$640.3K
Waterfront Wealth Inc.11,398
0.1% of portfolio›$642.8K
TD Waterhouse Canada Inc.11,367
0.0% of portfolio›$617.8K
Archer Investment Management, LLC11,104
0.2% of portfolio›$620.3K
Capital Investment Advisors, LLC10,950
0.0% of portfolio›$611.7K
Dynamic Advisor Solutions LLC10,828
0.0% of portfolio›$604.9K
Kathmere Capital Management, LLC10,698
0.0% of portfolio›$597.6K
Redhawk Wealth Advisors, Inc.10,640
0.1% of portfolio›$594.4K
First Financial Group Corp10,415
0.4% of portfolio›$581.8K
BOS Asset Management, LLC10,217
0.1% of portfolio›$570.7K
Granville Capital, Inc.10,141
0.2% of portfolio›$566.5K
Quadcap Wealth Management, LLC10,132
0.1% of portfolio›$566.0K
Brighton Jones LLC9,988
0.0% of portfolio›$557.9K
Narus Financial Partners, LLC9,780
0.1% of portfolio›$546.3K
Financial Symmetry Inc9,755
0.2% of portfolio›$544.9K
Alkeme Wealth, LLC9,639
0.2% of portfolio›$538.4K
Patten Group, Inc.9,482
0.1% of portfolio›$529.7K
Gerber Kawasaki Wealth & Investment Management9,372
0.0% of portfolio›$523.5K
Resonant Capital Advisors, LLC9,356
0.0% of portfolio›$522.6K
Gemmer Asset Management LLC9,134
0.0% of portfolio›$510.2K
HUB Investment Partners, LLC9,111
0.0% of portfolio›$508.9K
K2 Financial Inc.9,041
0.3% of portfolio›$501.2K
GEM Asset Management, LLC8,931
0.2% of portfolio›$498.9K
Old Mission Investment Co LLC8,885
0.1% of portfolio›$496.3K
Golden Bell Financial Planning LLC8,868
0.4% of portfolio›$495.4K
Financial Harvest, LLC8,831
0.2% of portfolio›$493.3K
Hurley Capital, LLC8,794
0.2% of portfolio›$491.2K
Bluesphere Advisors LLC8,739
0.2% of portfolio›$488.2K
Epiq Partners, LLC8,707
0.2% of portfolio›$486.4K
Samalin Investment Counsel, LLC8,700
0.2% of portfolio›$486.0K
Pekin Hardy Strauss, Inc.8,221
0.0% of portfolio›$459.2K
Able Wealth Management LLC8,088
0.1% of portfolio›$450.7K
CRA Financial Services, LLC8,082
0.0% of portfolio›$451.5K
Victory Financial Group, LLC7,686
0.0% of portfolio›$429.3K
Ellis Investment Partners, LLC7,652
0.1% of portfolio›$427.5K
Facet Wealth, Inc.7,614
0.0% of portfolio›$425.3K
West Financial Advisors, LLC7,523
0.1% of portfolio›$420.2K
Huntleigh Advisors, Inc.7,473
0.1% of portfolio›$417.4K
Clayton Financial Group LLC7,428
0.2% of portfolio›$414.9K
Altfest L J & Co Inc7,360
0.0% of portfolio›$411.1K
Flagstar Securities, Inc7,335
0.1% of portfolio›$409.7K
RS Crum Inc.7,272
0.1% of portfolio›$406.2K
Goldstein Advisors, LLC7,116
0.0% of portfolio›$397.5K
Private Trust Co NA7,083
0.0% of portfolio›$395.6K
Ridgewood Investments LLC7,041
0.1% of portfolio›$393.3K
Matisse Capital7,000
0.2% of portfolio›$391.0K
Parkside Financial Bank & Trust6,985
0.0% of portfolio›$390.2K
Flagstone Financial Management6,939
0.1% of portfolio›$387.6K
Greenleaf Trust6,872
0.0% of portfolio›$383.9K
One Way Holdings LLC6,692
0.0% of portfolio›$373.8K
Prudent Investor Advisors, LLC6,640
0.3% of portfolio›$370.9K
Grant Street Asset Management, Inc.6,555
0.1% of portfolio›$366.2K
Everhart Financial Group, Inc.6,339
0.0% of portfolio›$354.1K
Daytona Street Capital LLC6,328
0.3% of portfolio›$352.1K
Bryn Mawr Trust Advisors, LLC6,318
0.0% of portfolio›$352.9K
Flavin Financial Services, Inc.6,216
0.2% of portfolio›$347.2K
Gamma Investing LLC6,206
0.0% of portfolio›$346.7K
Tassel Capital Management, Inc.6,170
0.2% of portfolio›$344.7K
Busey Bank6,101
0.0% of portfolio›$340.8K
Atlas Private Wealth Advisors6,049
0.1% of portfolio›$337.9K
Tufton Capital Management6,047
0.1% of portfolio›$337.0K
Meridian Investment Counsel Inc.6,005
0.1% of portfolio›$335.4K
Ares Financial Consulting, LLC5,883
0.2% of portfolio›$328.6K
Grandfield & Dodd, LLC5,856
0.0% of portfolio›$327.1K
Noble Family Wealth, LLC5,842
0.1% of portfolio›$326.3K
Assetmark, Inc5,820
0.0% of portfolio›$325.1K
Wealthcare Advisory Partners LLC5,787
0.0% of portfolio›$323.3K
Renasant Bank5,742
0.2% of portfolio›$320.7K
Intrua Financial, LLC5,720
0.0% of portfolio›$319.5K
Quadrant Capital Group LLC5,699
0.0% of portfolio›$319.2K
KDK Private Wealth Management, LLC5,641
0.3% of portfolio›$315.1K
Entrewealth, LLC5,639
0.1% of portfolio›$315.0K
Wavvest Wealth LLC5,620
0.3% of portfolio›$313.9K
Mesirow Financial Investment Management, Inc.5,563
0.0% of portfolio›$310.8K
Saxon Interests, Inc.5,382
0.1% of portfolio›$300.6K
Burton Enright Welch5,379
0.0% of portfolio›$300.5K
DBK Financial Counsel, LLC5,315
0.2% of portfolio›$296.9K
FinDec Wealth Services, Inc.5,256
0.4% of portfolio›$293.6K
Stirlingshire Investments, Inc.5,241
0.2% of portfolio›$292.8K
Global Trust Asset Management, LLC5,203
0.1% of portfolio›$290.6K
Castleview Partners, LLC5,134
0.1% of portfolio›$286.8K
Sowell Financial Services LLC5,078
0.0% of portfolio›$283.7K
Rockwood Wealth Management, LLC5,067
0.0% of portfolio›$283.0K
VestGen Advisors, LLC5,019
0.0% of portfolio›$280.4K
Csenge Advisory Group4,986
0.0% of portfolio›$278.5K
Jacobi Capital Management LLC4,949
0.0% of portfolio›$276.4K
Leading Edge Financial Planning LLC4,887
0.1% of portfolio›$273.0K
Whitener Capital Management, Inc.4,876
0.1% of portfolio›$272.4K
Richards, Merrill & Peterson, Inc.4,859
0.1% of portfolio›$271.4K
Investment Research & Advisory Group, Inc.4,831
0.1% of portfolio›$269.8K
Sensible Money, LLC4,784
0.1% of portfolio›$267.2K
Liberty Capital Management, Inc.4,731
0.0% of portfolio›$264.3K
Private Management Group Inc4,703
0.0% of portfolio›$262.7K
Briggs Wealth Management, Inc4,664
0.2% of portfolio›$260.5K
Tenzing Financial LLC4,660
0.2% of portfolio›$260.9K
Bell Bank4,646
0.0% of portfolio›$259.5K
Arcadia Wealth Management, LLC4,637
0.1% of portfolio›$259.0K
Quantum Financial Advisors, LLC4,582
0.0% of portfolio›$256.0K
Citrine Capital LLC4,548
0.1% of portfolio›$254.1K
Foundry Financial LLC4,526
0.1% of portfolio›$252.8K
Clarity Wealth Development LLC4,507
0.1% of portfolio›$251.8K
Towneley Capital Management, Inc / de4,462
0.0% of portfolio›$249.2K
Allegheny Financial Group4,442
0.0% of portfolio›$248.1K
CWS Financial Advisors, LLC4,399
0.1% of portfolio›$245.7K
180 Wealth Advisors, LLC4,313
0.0% of portfolio›$240.9K
Legacy Advisors, LLC4,304
0.0% of portfolio›$240.4K
Websterrogers Financial Advisors, LLC4,282
0.1% of portfolio›$239.2K
Signaturefd, LLC4,273
0.0% of portfolio›$238.7K
Atria Investments, Inc4,265
0.0% of portfolio›$238.2K
Vestment Financial LLC4,263
0.1% of portfolio›$234.8K
Triad Wealth Partners, LLC4,254
0.0% of portfolio›$237.6K
Apollon Wealth Management, LLC4,212
0.0% of portfolio›$235.3K
Oppenheimer & Co Inc4,163
0.0% of portfolio›$232.5K
Rinkey Investments4,147
0.1% of portfolio›$231.7K
Cooke Wealth Management, LLC4,141
0.2% of portfolio›$231.3K
Caldwell Trust Co4,134
0.0% of portfolio›$230.9K
3 Factor Indexing, LLC4,083
0.2% of portfolio›$228.1K
Marino, Stram & Associates LLC4,047
0.0% of portfolio›$226.1K
Naples Global Advisors, LLC4,034
0.0% of portfolio›$225.3K
Level Wealth Management LLC3,977
0.1% of portfolio›$222.2K
Physician Wealth Advisors, Inc.3,971
0.0% of portfolio›$221.8K
Trek Financial, LLC3,961
0.0% of portfolio›$221.3K
Concord Wealth Partners3,915
0.0% of portfolio›$218.7K
Orgel Wealth Management, LLC3,825
0.0% of portfolio›$213.7K
Life Planning Partners, Inc3,811
0.2% of portfolio›$212.9K
CGN Advisors LLC3,800
0.0% of portfolio›$212.3K
MBL Wealth, LLC3,790
0.0% of portfolio›$211.7K
BNB Wealth Management, LLC3,773
0.1% of portfolio›$210.8K
Winebrenner Capital Management LLC3,771
0.1% of portfolio›$210.6K
Allied Investment Advisors, LLC3,752
0.0% of portfolio›$209.6K
Avion Wealth3,747
0.3% of portfolio›$209.0K
Patten & Patten Inc3,695
0.0% of portfolio›$206.4K
KPP Advisory Services LLC3,662
0.0% of portfolio›$204.6K
OpenArc Corporate Advisory, LLC3,605
0.0% of portfolio›$201.4K
Scratch Capital LLC3,590
0.1% of portfolio›$200.5K
Kingswood Wealth Advisors, LLC3,582
0.0% of portfolio›$200.1K
City Holding Co3,300
0.0% of portfolio›$184.3K
True Wealth Design, LLC3,016
0.0% of portfolio›$168.5K
TFC Financial Management, Inc.2,680
0.0% of portfolio›$149.7K
Colony Family Offices, LLC2,576
0.0% of portfolio›$143.9K
Portfolio Resources Advisor Group, Inc.2,553
0.1% of portfolio›$142.6K
Hazlett, Burt & Watson, Inc.2,457
0.1% of portfolio›$104.0K
Angeles Wealth Management, LLC2,404
0.0% of portfolio›$134.3K
BankChampaign, National Association2,351
0.1% of portfolio›$131.3K
Wilmington Savings Fund Society, FSB2,224
0.0% of portfolio›$124.2K
DecisionPoint Financial, LLC2,157
0.0% of portfolio›$118.9K
Central Trust Co1,971
0.0% of portfolio›$110.1K
Thompson Investment Management, Inc.1,963
0.0% of portfolio›$109.7K
Pacific Center for Financial Services1,916
0.0% of portfolio›$107.0K
Jnba Financial Advisors1,875
0.0% of portfolio›$104.7K
Investors Research Corp1,853
0.0% of portfolio›$103.5K
Retirement Wealth Solutions LLC1,849
0.1% of portfolio›$103.3K
Hickory Point Bank & Trust1,792
0.1% of portfolio›$100.1K
Farmers & Merchants Investments Inc1,713
0.0% of portfolio›$95.7K
Cassaday & Co Wealth Management LLC1,469
0.0% of portfolio›$82.1K
Register Financial Advisors LLC1,455
0.0% of portfolio›$81.3K
SYM Financial Corp1,444
0.0% of portfolio›$80.7K
Capital Advisors, Ltd. LLC1,423
0.0% of portfolio›$79.0K
Bokf, NA1,406
0.0% of portfolio›$78.5K
Pinnacle Bancorp, Inc.1,375
0.0% of portfolio›$76.8K
Cape Investment Advisory, Inc.1,266
0.0% of portfolio›$70.7K
Harbor Investment Advisory, LLC1,230
0.0% of portfolio›$68.7K
American Capital Advisory, LLC1,136
0.0% of portfolio›$63.5K
Ashton Thomas Private Wealth, LLC1,078
0.0% of portfolio›$60.2K
GHP Investment Advisors, Inc.1,022
0.0% of portfolio›$57.1K
Gables Capital Management Inc.1,000
0.0% of portfolio›$55.9K
Flagship Wealth Advisors, LLC994
0.0% of portfolio›$55.5K
Prudent Man Investment Management, Inc.970
0.0% of portfolio›$54.2K
Creative Financial Designs Inc958
0.0% of portfolio›$53.5K
Private Wealth Management Group, LLC904
0.0% of portfolio›$50.5K
Mowery & Schoenfeld Wealth Management, LLC864
0.1% of portfolio›$48.3K
Redwood Park Advisors LLC720
0.0% of portfolio›$40.2K
William Mack & Associates, Inc.686
0.0% of portfolio›$38.3K
Montgomery Financial Services LLC607
0.0% of portfolio›$33.9K
Key FInancial Inc576
0.0% of portfolio›$32.2K
Kingdom Financial Group Llc.573
0.0% of portfolio›$32.0K
1620 Investment Advisors, Inc.560
0.0% of portfolio›$31.3K
Barrett & Company, Inc.549
0.0% of portfolio›$30.7K
Horizon Financial Services, LLC491
0.0% of portfolio›$27.4K
Creative Capital Management Investments LLC483
0.0% of portfolio›$27.0K
Transce3nd, LLC449
0.0% of portfolio›$25.4K
Catherine Avery Investment Management LLC436
0.0% of portfolio›$24.4K
Barnes Dennig Private Wealth Management LLC436
0.0% of portfolio›$24.4K
Guardian Partners Inc.406
0.0% of portfolio›$22.7K
Abound Wealth Management402
0.0% of portfolio›$22.4K
Oakworth Capital, Inc.374
0.0% of portfolio›$20.9K
Chapman Financial Group, LLC330
0.0% of portfolio›$18.4K
Key Capital Management, Inc309
0.0% of portfolio›$17.3K
Montag A & Associates Inc281
0.0% of portfolio›$15.7K
Fairway Wealth LLC263
0.0% of portfolio›$14.7K
Trust Co of Toledo NA256
0.0% of portfolio›$14.3K
Cranbrook Wealth Management, LLC223
0.0% of portfolio›$12.5K
Hara Capital LLC200
0.0% of portfolio›$11.2K
Trust Co of Vermont196
0.0% of portfolio›$10.9K
Godsey & Gibb, Inc181
0.0% of portfolio›$10.1K
Elevation Wealth Partners, LLC171
0.0% of portfolio›$9.5K
Highline Wealth Partners LLC165
0.0% of portfolio›$9.2K
Signature Resources Capital Management, LLC163
0.0% of portfolio›$9.1K
Breakwater Investment Management145
0.0% of portfolio›$8.1K
Simplex Trading, LLC138
0.0% of portfolio›$7.7K
First Community Trust NA133
0.0% of portfolio›$7.4K
Tounjian Advisory Partners, LLC130
0.0% of portfolio›$7.2K
Buck Wealth Strategies, LLC118
0.0% of portfolio›$6.6K
Atlantic Edge Private Wealth Management, LLC110
0.0% of portfolio›$6.1K
CX Institutional94
0.0% of portfolio›$5
Blue Trust, Inc.84
0.0% of portfolio›$4.7K
GoalVest Advisory LLC39
0.0% of portfolio›$2.2K
Trust Co35
0.0% of portfolio›$2.0K
Golden State Wealth Management, LLC30
0.0% of portfolio›$1.7K
Lanark Financial, Inc.26
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC17
0.0% of portfolio›$950
Citizens National Bank Trust Department8
0.0% of portfolio›$447
WPG Advisers, LLC6
0.0% of portfolio›$335
Quest 10 Wealth Builders, Inc.5
0.0% of portfolio›$279
Citigroup Inc3
0.0% of portfolio›$168
StyleTurnoverLocationFiled
Farther Finance Advisors, LLC
4,992,574$278.9M2.0%IndexLowSan Francisco, CA2026-10-08
Plancorp, LLC
3,901,262$219.8M5.0%ETFLowSaint Louis, MO2026-11-03
Index Fund Advisors, Inc.
3,574,574$199.7M8.4%ETFVery LowIrvine, CA2026-11-05
Creative Planning
3,395,521$189.7M0.1%IndexVery LowOverland Park, KS2026-11-02
Foster Group, Inc.
2,891,254$161.5M4.4%ETFVery LowUrbandale, IA2026-10-13
Kestra Investment Management, LLC
2,621,347$146.4M2.8%ETFMediumAustin, TX2026-11-04
Modera Wealth Management, LLC
2,286,759$127.7M1.3%ETFVery LowWestwood, NJ2026-10-28
Confluence Wealth Services, Inc.
2,243,580$125.3M3.3%ETFVery LowMcmurray, PA2026-11-05
Apella Capital, LLC
2,083,562$115.0M1.5%ETFVery LowWest Hartford, CT2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,849,166$103.3M1.4%GrowthVery LowSeattle, WA2026-10-27
Wealth Enhancement Advisory Services, LLC
1,748,128$96.6M0.1%CoreLowPlymouth, MN2026-10-13
TCI Wealth Advisors, Inc.
1,723,500$96.3M3.9%ETFLowTucson, AZ2026-10-30
Choreo, LLC
1,495,638$83.5M0.9%IndexLowRockford, IL2026-10-28
Wealth Management Nebraska
1,467,288$82.0M7.2%ETFLowNorfolk, NE2026-10-26
Evanson Financial, LLC
1,404,680$78.5M3.9%ETFN/AMclean, VA2026-10-23
Root Financial Partners, LLC
1,295,319$72.4M2.4%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
1,294,003$72.3M0.6%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
1,232,641$68.9M0.2%CoreLowAustin, TX2026-11-02
Dixon Fnancial Services, Inc.
1,212,555$67.7M27.2%ETFVery LowLafayette, CA2026-10-23
SAX Wealth Advisors, LLC
1,138,487$63.6M1.8%ETFVery LowParsippany, NJ2026-10-13
Petersen Hastings Wealth Advisors Inc.
1,117,781$62.4M5.2%ETFLowKennewick, WA2026-10-27
True Link Financial Advisors, LLC
1,105,800$61.8M3.6%ETFLowSan Francisco, CA2026-10-27
Washington Trust Bank
1,042,218$58.2M4.0%CoreLowSpokane, WA2026-11-03
Maseco LLP
989,589$55.3M1.5%ETFVery LowLondon, United Kingdom2026-10-27
Verus Financial Partners, Inc.
853,987$47.7M4.1%ETFVery LowRichmond, VA2026-10-29
Eclectic Associates Inc
852,853$47.6M5.3%ETFVery LowFullerton, CA2026-10-09
Landaas & Co
822,636$46.0M7.6%ETFVery LowMilwaukee, WI2026-10-29
Fiduciary Financial Group, LLC
782,473$43.7M5.1%ETFLowSan Rafael, CA2026-10-13
Wealth Architects, LLC
730,133$40.8M3.2%ETFVery LowMountain View, CA2026-11-03
McGlone Suttner Wealth Management, Inc.
704,178$39.3M4.6%ETFVery LowAppleton, WI2026-10-13
Truist Financial Corp
702,097$39.2M0.0%CoreLowCharlotte, NC2026-10-30
Willow Creek Wealth Management Inc.
688,219$38.4M2.5%ETFVery LowSebastopol, CA2026-10-26
Forvis Mazars Wealth Advisors, LLC
674,200$37.7M0.6%ETFVery LowSpringfield, MO2026-10-13
Hudock, Inc.
669,412$37.4M4.7%ETFLowWilliamsport, PA2026-10-14
Trinity Financial Advisors LLC
666,684$37.2M9.6%ETFLowColumbus, OH2026-10-09
Three Arch Wealth Management LLC
599,384$33.5M5.3%ETFVery LowIrvine, CA2026-10-20
B&D White Capital Company, LLC
587,074$32.8M3.2%ETFHighLakeway, TX2026-11-02
Sachem Hill LLC
573,645$32.0M5.6%ETFVery LowDenver, CO2026-10-14
McMill Wealth Management
548,912$30.7M7.0%Deep ValueHighNorfolk, NE2026-11-05
Acropolis Investment Management, LLC
509,494$28.5M1.1%ETFLowSt. Louis, MO2026-10-08
Factor Wealth Management LTD
488,379$27.3M4.2%ETFLowChicago, IL2026-10-08
M Holdings Securities, Inc.
444,235$25.1M10.2%ETFHighPortland, OR2026-11-03
Bayshore Asset Management, LLC
432,332$24.0M8.4%ETFVery LowCoral Gables, FL2026-11-03
Vestia Personal Wealth Advisors
426,359$23.8M9.0%ETFMediumFort Wayne, IN2026-10-20
Disciplined Equity Management, Inc.
410,896$23.0M10.1%ETFVery LowNeptune Beach, FL2026-10-14
Squire Investment Management Company, LLC
407,519$22.8M5.3%ETFVery LowOrem, UT2026-11-03
Cambridge Investment Research Advisors, Inc.
393,561$22.0M0.1%ETFLowFairfield, IA2026-11-02
First Command Advisory Services, Inc.
390,313$21.8M0.1%IndexLowFort Worth, TX2026-11-05
Commonwealth Equity Services, LLC
383,926$21.4M0.0%ETFLowWaltham, MA2026-11-02
Navigoe, LLC
380,351$21.2M11.5%ETFVery LowRedondo Beach, CA2026-11-04
Market Street Wealth Management Advisors LLC
372,724$20.8M3.0%ETFMediumIndianapolis, IN2026-10-09
Forum Financial Management, LP
369,340$20.6M0.3%ETFLowLombard, IL2026-10-16
CFS Investment Advisory Services, LLC
358,242$20.0M1.3%ETFMediumTotowa, NJ2026-10-19
Allen Wealth Management, LLC
350,007$19.6M9.5%ETFMediumBoone, NC2026-10-29
ShankerValleau Wealth Advisors, Inc.
349,961$19.5M5.2%ETFVery LowSkokie, IL2026-10-16
Cowa, LLC
348,844$19.5M4.7%ETFMediumTulsa, OK2026-10-30
Meritas Wealth Management, LLC
346,777$19.4M7.0%ETFVery LowSan Rafael, CA2026-10-14
BlueSky Wealth Advisors, LLC
346,456$19.4M2.2%ETFMediumNew Bern, NC2026-10-29
Valued Wealth Advisors LLC
343,646$19.2M6.6%IndexVery LowHolladay, UT2026-11-05
Shearwater Capital LLC
341,011$19.0M9.0%ETFVery LowDenver, CO2026-10-13
Prism Advisors, Inc.
337,438$18.7M4.7%ETFMediumStudio City, CA2026-10-09
Apeiron RIA LLC
327,127$18.0M4.1%ETFMediumDallas, TX2026-10-08
Sterling Financial Planning, Inc.
311,045$17.4M4.8%ETFVery LowSparta, NJ2026-10-28
EnRich Financial Partners LLC
310,173$17.3M4.2%ETFVery LowMadison, WI2026-10-21
Fonville Wealth Management LLC
304,397$17.0M2.6%ETFVery LowRichmond, VA2026-10-28
Peirce Capital Management, LLC
294,270$16.4M6.0%ETFLowThe Woodlands, TX2026-10-19
Embree Financial Group
292,601$16.3M1.6%ETFLowChicago, IL2026-10-22
JDH Wealth Management, LLC
289,356$16.2M9.8%ETFVery LowSanta Rosa, CA2026-10-20
Mraz, Amerine & Associates, Inc.
275,284$15.4M2.4%Deep ValueLowModesto, CA2026-10-30
Destiny Wealth Partners, LLC
273,749$15.4M1.6%ETFMediumTavares, FL2026-11-05
Elevate Wealth Advisory, Inc
265,622$14.8M7.6%ETFVery LowAthens, GA2026-10-29
Capstone Wealth Management, LLC
257,705$14.4M6.7%ETFLowTuscaloosa, AL2026-11-02
Lauterbach Financial Advisors, LLC
257,239$14.4M6.1%ETFVery LowEl Paso, TX2026-10-21
Axxcess Wealth Management, LLC
256,280$14.3M0.6%CoreLowCarlsbad, CA2026-10-21
Trademark Financial Management, LLC
251,102$14.0M5.7%ETFMediumBloomington, MN2026-10-23
Guardian Wealth Management, LLC
249,465$13.9M3.9%ETFVery LowChattanooga, TN2026-10-14
Robinswood Financial LLC
245,281$13.7M4.2%ETFVery LowKirkland, WA2026-10-20
SeedSafe Financial LLC
245,018$13.7M10.1%ETFVery LowAustin, TX2026-11-02
Able Financial Group, LLC
233,674$13.1M2.0%ETFLowScottsdale, AZ2026-10-14
DiNuzzo Private Wealth, Inc.
229,387$12.8M1.3%ETFLowBeaver, PA2026-10-16
Maryland Capital Advisors Inc.
228,670$12.8M4.0%ETFVery LowChester, MD2026-10-15
Mattern Wealth Management LLC
218,626$12.2M2.0%ETFVery LowLawrence, KS2026-11-04
Financial Futures Ltd Liability Co.
217,167$12.1M4.5%ETFLowBrielle, NJ2026-10-13
Northwest Wealth Management, LLC
214,857$12.0M1.5%ETFLowSpencer, IA2026-10-30
Compound Planning, Inc.
214,639$12.0M0.3%CoreLowNew York, NY2026-11-05
Reap Financial Group, LLC
213,236$11.9M2.0%ETFLowAustin, TX2026-11-02
Stone Summit Wealth LLC
206,153$11.5M3.1%ETFLowMiami, FL2026-10-14
Thrivent Financial for Lutherans
203,082$11.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Mission Wealth Management, LP
201,549$11.3M0.2%ETFLowSanta Barbara, CA2026-10-15
Austin Asset Management Co Inc
200,872$11.2M1.5%ETFVery LowAustin, TX2026-10-29
Andrews, Lucia Wealth Management LLC
199,170$11.1M6.1%ETFVery LowDanville, CA2026-11-02
Baker Boyer National Bank
197,181$11.0M3.1%ETFVery LowWalla Walla, WA2026-11-05
Aspiriant, LLC
197,001$11.0M0.3%ETFVery LowLos Angeles, CA2026-10-16
G2 Capital Management, LLC / OH
192,908$10.8M2.4%ETFVery LowColumbus, OH2026-10-23
Visionary Wealth Advisors
191,522$10.7M0.4%ETFLowO'Fallon, IL2026-11-04
Kings Path Partners LLC
188,054$10.5M2.8%ETFVery LowSugar Land, TX2026-10-21
Altiora Financial Group, LLC
182,333$10.2M1.7%ETFLowLebanon, OH2026-11-04
Oceanside Advisors LLC
178,682$10.0M6.1%ETFVery LowMount Pleasant, SC2026-11-03
Laurel Wealth Planning LLC
177,390$9.9M4.3%ETFLowEdina, MN2026-11-02
Maryland State Retirement & Pension System
176,038$9.8M0.2%IndexVery LowBaltimore, MD2026-11-05
Phillips Financial Management, LLC
175,879$9.8M0.8%ETFVery LowFort Wayne, IN2026-10-19
Turning Point Benefit Group, Inc.
171,556$9.5M3.9%ETFMediumFrederick, MD2026-10-28
Cedar Point Capital Partners, LLC
168,061$9.4M5.4%ETFMediumCedar Rapids, IA2026-10-29
Veratis Advisors, Inc.
164,208$9.2M6.9%ETFN/ACary, NC2026-11-03
Baker Tilly Wealth Management, LLC
160,595$9.0M1.8%GrowthLowMadison, WI2026-10-05
Accel Wealth Management
157,875$8.8M1.9%ETFLowWaverly, IA2026-10-13
Perigon Wealth Management, LLC
157,853$8.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Winter & Associates, Inc.
155,866$8.8M6.3%ETFMediumSt. Paul, MN2026-10-23
Clarity Asset Management, Inc.
155,778$8.7M4.3%ETFHighAmes, IA2026-10-14
Bank of New Hampshire
153,875$8.6M1.9%CoreLowLaconia, NH2026-10-06
Kondo Wealth Advisors, Inc.
153,054$8.5M2.8%ETFVery LowPasadena, CA2026-10-19
Certified Advisory Corp
150,429$8.4M0.7%ETFLowAltamonte Springs, FL2026-10-29
Sculati Wealth Management, LLC
149,639$8.3M2.7%CoreLowBloomfield Hills, MI2026-10-19
Caliber Wealth Management, LLC / KS
147,624$8.2M0.8%ETFLowOverland Park, KS2026-11-04
Avidian Wealth Enterprises, LLC
145,088$8.1M0.2%ETFLowHouston, TX2026-10-08
Richard Young Associates, Ltd.
140,664$7.9M5.1%ETFVery LowAugusta, GA2026-11-03
Family Legacy, Inc.
140,534$7.9M2.2%CoreVery LowGreenville, SC2026-10-13
Mather Group, Llc.
138,764$7.8M0.1%ETFMediumChicago, IL2026-10-14
Serenity Investment Advisors
134,180$7.5M3.3%ETFVery LowChicago, IL2026-10-30
Shotwell Rutter Baer Inc
132,130$7.4M4.1%ETFVery LowLansing, MI2026-10-14
Park Avenue Securities LLC
129,398$7.2M0.1%ETFMediumNew York, NY2026-10-26
HMV Wealth Advisors, LLC
128,916$7.2M2.7%ETFVery LowShreveport, LA2026-10-27
Schwallier Wealth Management LLC
128,697$7.2M4.6%ETFHighGrand Rapids, MI2026-11-05
RF&L Wealth Management, LLC
127,306$7.1M4.8%ETFVery LowActon, MA2026-10-20
Prospera Financial Services Inc
127,118$7.2M0.1%CoreMediumDallas, TX2026-11-04
Moisand Fitzgerald Tamayo, LLC
125,775$7.0M0.7%ETFVery LowOrlando, FL2026-10-15
Alpha Advisors, LLC
125,728$7.0M5.1%ETFMediumRichmond, VA2026-10-19
Larson Financial Group LLC
123,622$6.9M0.2%GrowthLowSt Louis, MO2026-11-05
1900 Wealth Management LLC
122,933$6.9M0.4%ETFLowSan Antonio, TX2026-10-13
Avior Wealth Management, LLC
121,440$6.8M0.2%ETFMediumOmaha, NE2026-10-13
Platt Wealth Management LLC
119,074$6.7M8.2%GrowthVery LowSan Diego, CA2026-11-04
Sterling Wealth Management, Inc.
118,209$6.6M1.7%ETFLowChampaign, IL2026-10-23
Glass Jacobson Investment Advisors llc
117,735$6.6M2.0%ETFLowOwings Mills, MD2026-10-26
Timonier Family Office, Ltd.
116,236$6.5M2.3%ETFVery LowWinston Salem, NC2026-11-03
Lodestar Private Asset Management LLC
116,127$6.5M0.6%ETFLowAlamo, CA2026-10-26
InTrack Investment Management Inc
114,135$6.4M3.1%GrowthMediumSouth Burlington, VT2026-10-15
HB Wealth Management, LLC
112,608$6.3M0.0%IndexVery LowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
112,347$6.3M0.2%CoreMediumBirmingham, AL2026-11-04
DeLarme Wealth Management, Inc.
109,937$6.1M3.5%ETFVery LowPalos Verdes Estates, CA2026-10-30
Burk Holdings LLC
108,923$6.1M2.1%ETFVery LowTulsa, OK2026-11-05
LAM Group, Inc.
106,383$5.9M3.0%ETFVery LowLake Oswego, OR2026-10-26
Frankly Finances, LLC
105,851$5.9M4.6%ETFVery LowWinter Park, FL2026-10-28
RTD Financial Advisors, Inc.
104,297$5.8M0.6%ETFLowPhiladelphia, PA2026-10-09
Spire Wealth Management
102,144$5.7M0.2%GrowthMediumMclean, VA2026-10-30
Omni 360 Wealth, Inc.
102,130$5.7M2.6%ETFLowPlainsboro, NJ2026-10-13
Breakwater Capital Group
100,137$5.6M0.7%ETFLowParamus, NJ2026-10-09
Kelly Financial Group LLC
99,372$5.6M1.3%ETFLowWethersfield, CT2026-10-16
Kraft, Davis & Associates, LLC
98,686$5.5M1.2%ETFMediumSt. Louis, MO2026-10-21
Armbruster Capital Management, Inc.
96,770$5.4M0.8%ETFVery LowPittsford, NY2026-10-19
City State Bank
95,746$5.3M1.2%GrowthVery LowNorwalk, IA2026-10-20
Porter White Investment Advisors, Inc.
94,802$5.3M3.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
94,802$5.3M3.3%ETFVery LowBirmingham, AL2026-10-14
Herold Advisors, Inc.
94,083$5.3M1.0%CoreLowNew York, NY2026-10-19
Navigate Wealth Management, LLC
93,372$5.2M3.1%ETFLowBirmingham, AL2026-10-14
Redstone Wealth Management, LLC
91,034$5.1M3.2%ETFMediumOklahoma City, OK2026-10-20
Cogent Strategic Wealth LLC
89,569$5.0M4.8%ETFLowChicago, IL2026-10-22
Verum Partners LLC
89,080$5.0M0.8%ETFLowCharlotte, NC2026-10-21
TruNorth Capital Management, LLC
86,436$4.8M0.8%ETFLowKalamazoo, MI2026-10-14
Investmark Advisory Group LLC
86,280$4.8M1.6%ETFVery LowShelton, CT2026-10-27
Hippocratic Financial Advisors, LLC
84,907$4.7M1.9%ETFLowWestlake Village, CA2026-10-13
Aviance Capital Partners, LLC
83,894$4.7M0.5%CoreLowNaples, FL2026-10-29
AWM Capital, LLC
83,103$4.6M0.3%ETFLowPhoenix, AZ2026-10-16
BIP Wealth, LLC
81,768$4.6M0.1%ETFMediumAtlanta, GA2026-10-22
LexAurum Advisors, LLC
81,340$4.5M0.5%ETFLowOverland Park, KS2026-10-19
Signature Estate & Investment Advisors LLC
81,234$4.5M0.1%ETFMediumLos Angeles, CA2026-10-13
Journey Beyond Wealth, LLC
80,697$4.5M3.4%ETFLowRoswell, GA2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
79,340$4.4M3.4%ETFVery LowLynchburg, VA2026-10-27
Regions Financial Corp
79,062$4.4M0.0%CoreLowBirmingham, AL2026-11-05
L.K. Benson & Company, P.C.
78,329$4.4M1.3%YieldVery LowTimonium, MD2026-10-23
Indivisible Partners
77,837$4.3M0.2%GrowthMediumClearwater, FL2026-10-26
Prevail Innovative Wealth Advisors, LLC
75,239$4.2M0.5%CoreVery HighLeawood, KS2026-10-20
Pillar Financial Advisors, LLC
73,799$4.1M2.3%ETFVery LowLouisville, KY2026-10-21
CLG LLC
71,721$4.0M0.8%ETFMediumLong Beach, CA2026-10-13
Peoples Bank
71,527$4.0M1.8%ETFLowMarietta, OH2026-10-26
Baring Financial LLC
71,172$4.0M2.1%ETFLowBellingham, WA2026-10-07
RED Lighthouse Investment Management, LLC
70,565$3.9M1.2%ETFVery LowHillsdale, NY2026-11-02
Forteris Wealth Management Inc.
70,509$3.9M3.3%ETFVery LowArmonk, NY2026-10-13
Symmetry Partners, LLC
70,028$3.9M0.2%ETFLowGlastonbury, CT2026-10-27
Cambridge Financial Group, LLC
69,345$3.7M1.2%ETFLowTucson, AZ2026-10-06
Klingman & Associates, LLC
66,526$3.7M0.2%ETFVery LowNew York, NY2026-10-20
Brookstone Capital Management
65,600$3.7M0.0%ETFMediumWheaton, IL2026-10-22
Lakeshore Financial Planning, Inc.
65,170$3.6M1.1%ETFLowSt. Clair Shores, MI2026-10-13
Family CFO Inc
64,655$3.6M1.4%ETFLowLos Altos, CA2026-10-30
Belleair Asset Management, LLC
64,589$3.6M3.0%ETFVery LowBelleair Bluffs, FL2026-11-03
Aerodigm Wealth, LLC
63,865$3.6M1.2%ETFLowLake Oswego, OR2026-10-16
Donalies Financial Planning, LLC
63,631$3.6M2.6%ETFVery LowWashington, DC2026-10-19
Robertson Stephens Wealth Management, LLC
62,030$3.5M0.1%ETFMediumSan Francisco, CA2026-10-16
Financial Synergies Wealth Advisors, Inc.
61,926$3.5M0.3%ETFVery LowHouston, TX2026-10-16
Vista Investment Partners II, LLC
61,355$3.4M1.4%CoreMediumRichmond, IN2026-10-15
IFP Advisors, Inc
60,831$3.4M0.1%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
58,987$3.3M0.0%GrowthLowAustin, TX2026-10-30
Fund Evaluation Group, LLC
58,799$3.3M0.1%ETFLowCincinnati, OH2026-11-05
Cooper Financial Group
58,793$3.3M0.3%GrowthMediumIrvine, CA2026-10-07
Global Assets Advisory, LLC
58,291$3.2M0.7%GrowthHighOrlando, FL2026-10-28
SwitchPoint Financial Planning, LLC
55,085$3.1M1.7%ETFVery LowLehi, UT2026-11-02
Triangle Securities Wealth Management
54,276$3.0M0.6%CoreLowRaleigh, NC2026-10-14
Ferguson Johnson Wealth Management Inc
54,101$3.0M2.2%ETFVery LowRockville, MD2026-11-05
Joel Isaacson & Co., LLC
54,048$3.0M0.1%ETFVery LowNew York, NY2026-11-05
AlphaCore Capital LLC
53,992$3.0M0.0%ETFLowLa Jolla, CA2026-11-04
Clark Asset Management, LLC
53,521$3.0M0.2%ETFVery LowStratham, NH2026-10-19
Prism Planning Partners LLC
52,392$2.9M2.8%ETFVery LowLibertyville, IL2026-10-27
Verdence Capital Advisors LLC
52,040$2.9M0.1%CoreMediumHunt Valley, MD2026-10-26
Triumph Capital Management
51,726$2.9M0.5%ETFMediumDenver, CO2026-10-14
Collective Family Office LLC
51,717$2.9M0.6%ETFLowYork, PA2026-10-05
United Advisor Group, LLC
50,854$2.8M0.3%ETFLowCincinnati, OH2026-11-03
Asset Dedication, LLC
50,260$2.8M0.2%ETFLowSan Francisco, CA2026-11-03
McKinley Carter Wealth Services, Inc.
49,963$2.8M0.1%ETFMediumWheeling, WV2026-10-16
Cherry Tree Wealth Management, LLC
48,562$2.7M0.5%ETFVery LowMinnetonka, MN2026-10-15
Lodestone Wealth Management LLC
47,908$2.7M0.9%CoreLowSpokane, WA2026-10-14
Nautilus Advisors LLC
47,431$2.6M1.6%GrowthLowLa Jolla, CA2026-10-07
Valeo Financial Advisors, LLC
47,353$2.6M0.1%ETFLowCarmel, IN2026-10-08
Allegiance Financial Group Advisory Services LLC
47,317$2.6M0.4%ETFLowVienna, VA2026-11-02
Greenspring Advisors, LLC
45,519$2.5M0.1%ETFVery LowTowson, MD2026-11-05
Pacific Asset Management, LLC
45,058$2.5M1.2%ETFVery LowGig Harbor, WA2026-10-15
Builder Investment Group Inc
44,629$2.5M0.5%GrowthVery LowAtlanta, GA2026-10-22
Sage Mountain Advisors LLC
44,203$2.5M0.1%ETFLowAtlanta, GA2026-11-02
Strata Wealth Advisors, LLC
43,878$2.5M0.6%ETFLowDallas, TX2026-10-16
Krilogy Financial LLC
43,614$2.4M0.1%GrowthLowSt. Louis, MO2026-10-13
Odyssey Capital Advisors, Inc.
42,991$2.4M1.7%ETFLowBala Cynwyd, PA2026-10-26
Core Wealth Advisors, LLC
42,775$2.4M1.8%ETFN/AIndianapolis, IN2026-11-05
Diversified Portfolios, Inc.
42,299$2.4M0.2%ETFLowBloomfield Hills, MI2026-11-04
Ritholtz Wealth Management
42,111$2.4M0.0%IndexLowNew York, NY2026-11-05
Fifth Third Securities, Inc.
40,429$2.3M0.1%ETFLowCincinnati, OH2026-10-21
Cornerstone Wealth Management, LLC
40,194$2.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Quarry Hill Advisors, LLC
39,069$2.2M0.8%ETFVery LowSt Paul, MN2026-11-04
D.A. Davidson & Co.
38,700$2.2M0.0%CoreLowGreat Falls, MT2026-10-28
Kaufman Rossin Wealth, LLC
38,459$2.1M0.9%ETFLowMiami, FL2026-10-19
Fifth Third Bancorp
38,257$2.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Pettinga Financial Advisors LLC
37,850$2.1M0.3%ETFMediumEvansville, IN2026-10-13
ARK & TLK Investments, LLC
37,461$2.1M0.5%ETFLowOklahoma City, OK2026-10-20
Aurelius Family Office LLC
37,287$2.1M0.8%ETFVery LowBedford, NH2026-10-23
Bfsg, LLC
36,509$2.0M0.2%CoreLowIrvine, CA2026-10-30
JFS Wealth Advisors, LLC
35,067$2.0M0.1%ETFVery LowHermitage, PA2026-11-03
Global Trust Wealth Management LLC
34,726$1.9M1.4%ETFMediumWest Palm Beach, FL2026-10-14
Focus Financial Network, Inc.
34,713$1.9M0.1%ETFLowMinneapolis, MN2026-10-14
Washington Trust Advisors, Inc.
34,475$1.9M0.1%GrowthLowWellesley, MA2026-10-22
Wedmont Private Capital
34,276$1.9M0.0%IndexVery LowWest Chester, PA2026-10-09
Encompass Wealth Advisors, LLC
33,690$1.9M0.3%ETFVery LowPortland, OR2026-10-15
BluePrint Investing LLC
32,926$1.8M1.4%ETFLowSan Francisco, CA2026-10-14
Bank of New York Mellon Corp
31,799$1.8M0.0%CoreLowNew York, NY2026-11-05
XY Planning Network, Inc.
31,551$1.8M0.2%ETFLowBozeman, MT2026-10-14
Integras Partners LLC
31,515$1.8M1.0%CoreLowAlpharetta, GA2026-10-30
Beacon Financial Advisory LLC
31,500$1.8M0.3%ETFLowCleveland, OH2026-10-16
Aspirean Wealth, LLC
31,211$1.7M1.6%ETFN/AMill Valley, CA2026-11-03
Uptick Partners, LLC
31,190$1.7M0.2%ETFLowNacogdoches, TX2026-11-04
Verus Wealth Management, LLC
30,714$1.7M1.1%ETFLowDe Pere, WI2026-10-13
Chicago Partners Investment Group LLC
30,535$1.7M0.0%GARPLowChicago, IL2026-10-27
Oath Planning, LLC
30,166$1.7M1.1%ETFVery LowTulsa, OK2026-10-20
ProCore Advisors, LLC
29,301$1.6M2.0%GARPLowNewport Beach, CA2026-10-14
Integrity Alliance, Llc.
29,135$1.6M0.0%ETFMediumUrbandale, IA2026-10-29
Powerhouse Assets LLC
29,104$1.6M1.3%ETFVery LowLincoln, MA2026-10-19
Secure Asset Management, LLC
28,607$1.6M0.2%GrowthMediumTroy, MI2026-10-19
RFG Advisory, LLC
28,508$1.6M0.0%ETFMediumBirmingham, AL2026-11-03
25 LLC
28,463$1.6M0.4%ETFLowSt. Louis, MO2026-10-13
Mattern Capital Management, LLC
28,377$1.6M0.2%CoreMediumLakewood, CO2026-11-02
Americana Partners, LLC
28,374$1.6M0.0%CoreMediumHouston, TX2026-10-28
APS Management Group, Inc.
28,087$1.6M1.1%ETFMediumTorrance, CA2026-10-14
Riverchase Wealth Management, LLC
27,459$1.5M0.7%ETFMediumFlower Mound, TX2026-10-28
McGrath & Associates, Inc.
27,050$1.5M1.7%ETFMediumAsheville, NC2026-10-27
Studio Investment Management LLC
26,711$1.5M0.3%ETFLowChicago, IL2026-10-22
Stage Harbor Financial, LLC
26,313$1.5M0.8%ETFVery LowWestwood, MA2026-11-03
HBW Advisory Services LLC
26,184$1.5M0.1%ETFMediumSimi Valley, CA2026-10-15
Elmwood Wealth Management, Inc.
25,870$1.4M0.3%ETFLowBerkeley, CA2026-10-14
New Wave Wealth Advisors LLC
25,821$1.4M0.4%CoreMediumSpringdale, AR2026-10-19
Optivise Advisory Services LLC
25,813$1.4M0.7%ETFMediumFranklin, TN2026-10-19
Clarity Capital Advisors, LLC
25,491$1.4M0.6%ETFVery LowLakewood Ranch, FL2026-10-27
Long Island Wealth Management, Inc.
25,326$1.4M0.6%ETFLowMelville, NY2026-10-20
US Bancorp \de\
24,991$1.4M0.0%IndexLowMinneapolis, MN2026-11-05
Watershed Private Wealth LLC
24,927$1.4M0.4%ETFMediumOak Brook, IL2026-10-30
Sutton Place Investors LLC
24,235$1.4M0.6%ETFLowArmonk, NY2026-10-20
Synergy Asset Management, LLC
24,159$1.3M0.1%GrowthHighVancouver, WA2026-11-05
Foundation Wealth Management, Llc\pa
23,632$1.3M0.4%ETFLowMedia, PA2026-10-14
Wealth Enhancement Trust Services, Inc.
23,618$1.3M0.1%GrowthMediumSioux Falls, SD2026-10-07
Concurrent Investment Advisors, LLC
23,488$1.3M0.0%GrowthMediumTampa, FL2026-10-16
E6 Portfolios, LLC
23,084$1.3M1.0%ETFLowMidvale, UT2026-10-26
Archvest Wealth Advisors, Inc.
22,877$1.3M0.6%ETFLowConcord, CA2026-10-29
Cornerstone National Bank & Trust Co
22,836$1.3M0.4%ETFMediumPalatine, IL2026-10-20
J.W. Cole Advisors, Inc.
22,611$1.3M0.0%IndexLowTampa, FL2026-11-05
Mills Wealth Advisors LLC
22,455$1.3M0.4%ETFMediumSouthlake, TX2026-10-22
New Dimensions Wealth Management, LLC
22,101$1.2M0.9%ETFVery LowAllen, TX2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
22,000$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
Hardin Capital Partners, LLC
21,963$1.2M0.6%YieldVery LowGreenville, SC2026-10-09
Diversify Advisory Services, LLC
21,643$1.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
21,643$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Approach Retirement Advisors, LLC
21,626$1.2M0.9%ETFLowVestavia, AL2026-10-22
Koenig Investment Advisory, LLC
21,621$1.2M0.9%ETFVery LowAshland, OR2026-10-09
Parsons Capital Management Inc
21,487$1.2M0.1%CoreLowProvidence, RI2026-10-28
Trace Wealth Advisors, LLC
21,417$1.2M0.9%ETFVery LowLos Angeles, CA2026-10-30
Mustard Seed Financial, LLC
20,904$1.2M0.6%ETFLowMagnolia, AR2026-10-30
Parallel Advisors, LLC
20,615$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
CogentBlue Wealth Advisors, LLC
20,221$1.1M1.1%ETFLowKnoxville, TN2026-10-09
Avant Financial Advisors LLC
20,080$1.1M0.7%ETFVery LowAustin, TX2026-11-02
Level Financial Advisors
19,646$1.1M0.2%ETFLowEast Amherst, NY2026-10-13
Midwest Trust Co
19,565$1.1M0.0%CoreLowOverland Park, KS2026-10-22
SJS Investment Consulting Inc.
19,412$1.1M0.1%ETFVery LowSylvania, OH2026-10-26
Compass Ion Advisors, LLC
19,206$1.1M0.1%ETFVery LowConshohocken, PA2026-10-23
IFG Advisors, LLC
19,152$1.1M0.1%ETFVery LowSt. Louis, MO2026-10-15
Prosperity Planning, Inc.
19,131$1.1M0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Family Wealth Partners, LLC
19,012$1.1M0.3%ETFLowMatthews, NC2026-10-20
Arsenal Capital Advisors LLC
18,787$1.0M0.6%GrowthLowConshohocken, PA2026-11-02
Tenet Wealth Partners, LLC
18,630$1.0M0.7%ETFN/AChampaign, IL2026-10-19
Tranquility Partners, LLC
18,287$1.0M0.4%CoreLowBrentwood, TN2026-10-20
Versant Capital Management, Inc
18,244$1.0M0.1%GARPLowPhoenix, AZ2026-10-02
Acorn Wealth Advisors, LLC
18,168$1.0M0.2%ETFLowGrand Blanc, MI2026-10-19
J. Derek Lewis & Associates Inc.
18,147$1.0M0.2%ETFLowNewport Beach, CA2026-11-03
Capital Investment Advisory Services, LLC
17,595$982.9K0.1%CoreMediumRaleigh, NC2026-10-30
Abacus Wealth Partners, LLC
17,434$973.8K0.1%ETFLowSanta Monica, CA2026-11-03
Nicholas Hoffman & Company, Llc.
17,255$963.9K0.0%ETFVery LowAtlanta, GA2026-10-30
SteelPeak Wealth, LLC
17,154$958.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Interchange Capital Partners, LLC
17,152$958.1K0.2%GrowthLowPittsburgh, PA2026-10-28
Mullaney, Keating & Wright, Inc.
17,012$950.3K0.4%GrowthVery LowMiddletown, CT2026-10-19
RHS Financial, LLC
16,517$922.6K0.3%ETFMediumSan Francisco, CA2026-10-13
Signal Advisors Wealth, LLC
16,059$897.0K0.0%ETFLowDetroit, MI2026-10-13
Lido Advisors, LLC
15,948$890.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Kane Co Wealth Management, Inc.
15,804$882.8K0.7%ETFVery LowJohnston, IA2026-11-04
RAM Investment Partners, LLC
15,526$867.3K0.1%ETFLowBellevue, WA2026-10-21
Iowa State Bank
15,357$857.8K0.1%CoreLowUrbandale, IA2026-10-06
Balentine LLC
15,247$851.7K0.0%ETFLowAtlanta, GA2026-11-03
Del-Sette Capital Management, LLC
14,979$836.7K0.5%YieldHighSchenectady, NY2026-10-23
Sovran Advisors, LLC
14,852$841.6K0.1%ETFMediumSan Diego, CA2026-11-02
MN Wealth Advisors, LLC
14,840$829.0K0.3%ETFMediumOverland Park, KS2026-10-23
Citizens Financial Group Inc
14,660$818.9K0.0%GrowthLowProvidence, RI2026-10-23
Elser Financial Planning, Inc
14,325$800.2K0.0%GARPLowIndianapolis, IN2026-10-16
Ironwood Financial, llc
14,227$794.7K0.1%ETFLowTucson, AZ2026-10-20
International Private Wealth Advisors LLC
14,184$792.3K0.3%CoreMediumSan Diego, CA2026-11-05
Owl Creek Wealth Partners LLC
14,008$782.5K0.2%IndexLowGreenwood Village, CO2026-10-20
Keybank National Association
13,649$762.4K0.0%CoreLowBrooklyn, OH2026-11-04
Santori & Peters, Inc.
13,458$751.8K0.2%GrowthVery LowCanonsburg, PA2026-10-26
Carnegie Investment Counsel
13,281$741.9K0.0%CoreLowPepper Pike, OH2026-10-20
Simplicity Wealth,LLC
13,203$737.5K0.0%ETFLowSummit, NJ2026-10-23
Blume Capital Management, Inc.
13,200$737.4K0.1%CoreMediumBerkeley, CA2026-10-26
Argyle Capital Partners, LLC
13,097$731.6K0.5%CoreLowLos Angeles, CA2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
13,076$737.5K0.2%ETFLowThe Woodlands, TX2026-10-21
Evergreen Capital Management LLC
11,878$663.5K0.0%GARPMediumBellevue, WA2026-10-23
Heritage Investment Group, Inc.
11,724$654.9K0.1%ETFVery LowPompano Beach, FL2026-11-03
Meredith Wealth Planning
11,622$649.2K0.2%ETFLowMaryville, IL2026-10-14
Vision Capital Management, Inc.
11,513$643.1K0.1%CoreVery LowPortland, OR2026-10-20
Unison Advisors LLC
11,467$640.5K0.0%ETFVery LowProvidence, RI2026-10-29
James J. Burns & Company, LLC
11,463$640.3K0.1%ETFVery LowMelville, NY2026-10-22
Waterfront Wealth Inc.
11,398$642.8K0.1%ValueLowOverland Park, KS2026-11-03
TD Waterhouse Canada Inc.
11,367$617.8K0.0%CoreLowToronto, Australia2026-10-16
Archer Investment Management, LLC
11,104$620.3K0.2%ETFHighAustin, TX2026-10-13
Capital Investment Advisors, LLC
10,950$611.7K0.0%CoreLowAtlanta, GA2026-10-22
Dynamic Advisor Solutions LLC
10,828$604.9K0.0%ETFLowPhoenix, AZ2026-10-13
Kathmere Capital Management, LLC
10,698$597.6K0.0%ETFLowWayne, PA2026-10-20
Redhawk Wealth Advisors, Inc.
10,640$594.4K0.1%ETFHighMinneapolis, MN2026-10-14
First Financial Group Corp
10,415$581.8K0.4%ETFLowRaleigh, NC2026-10-22
BOS Asset Management, LLC
10,217$570.7K0.1%ETFLowSpringfield, IL2026-10-09
Granville Capital, Inc.
10,141$566.5K0.2%ETFVery LowGreensboro, NC2026-11-05
Quadcap Wealth Management, LLC
10,132$566.0K0.1%ETFLowFrisco, TX2026-11-02
Brighton Jones LLC
9,988$557.9K0.0%CoreVery LowSeattle, WA2026-11-03
Narus Financial Partners, LLC
9,780$546.3K0.1%ValueLowSalt Lake City, UT2026-10-19
Financial Symmetry Inc
9,755$544.9K0.2%ETFVery LowRaleigh, NC2026-10-06
Alkeme Wealth, LLC
9,639$538.4K0.2%ValueLowScottsdale, AZ2026-10-08
Patten Group, Inc.
9,482$529.7K0.1%CoreLowChattanooga, TN2026-10-26
Gerber Kawasaki Wealth & Investment Management
9,372$523.5K0.0%ETFLowSanta Monica, CA2026-10-29
Resonant Capital Advisors, LLC
9,356$522.6K0.0%ETFLowMadison, WI2026-10-15
Gemmer Asset Management LLC
9,134$510.2K0.0%ETFLowWalnut Creek, CA2026-10-16
HUB Investment Partners, LLC
9,111$508.9K0.0%GrowthLowAustin, TX2026-11-03
K2 Financial Inc.
9,041$501.2K0.3%ETFLowGlendora, CA2026-10-26
GEM Asset Management, LLC
8,931$498.9K0.2%ETFLowPlymouth, MI2026-10-13
Old Mission Investment Co LLC
8,885$496.3K0.1%ETFLowTraverse City, MI2026-10-22
Golden Bell Financial Planning LLC
8,868$495.4K0.4%ETFVery LowAlpharetta, GA2026-11-02
Financial Harvest, LLC
8,831$493.3K0.2%ETFVery LowWinter Park, FL2026-10-15
Hurley Capital, LLC
8,794$491.2K0.2%GARPMediumNew York, NY2026-11-05
Bluesphere Advisors LLC
8,739$488.2K0.2%ETFLowEast Norriton, PA2026-10-19
Epiq Partners, LLC
8,707$486.4K0.2%YieldLowMinneapolis, MN2026-10-07
Samalin Investment Counsel, LLC
8,700$486.0K0.2%YieldMediumChappaqua, NY2026-10-23
Pekin Hardy Strauss, Inc.
8,221$459.2K0.0%ValueMediumChicago, IL2026-11-02
Able Wealth Management LLC
8,088$450.7K0.1%ETFMediumToms River, NJ2026-10-13
CRA Financial Services, LLC
8,082$451.5K0.0%ETFVery LowNorthfield, NJ2026-10-16
Victory Financial Group, LLC
7,686$429.3K0.0%ETFLowAustin, TX2026-10-27
Ellis Investment Partners, LLC
7,652$427.5K0.1%ETFLowBerwyn, PA2026-10-21
Facet Wealth, Inc.
7,614$425.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
West Financial Advisors, LLC
7,523$420.2K0.1%ETFLowDes Moines, IA2026-10-22
Huntleigh Advisors, Inc.
7,473$417.4K0.1%GrowthMediumSt. Louis, MO2026-11-03
Clayton Financial Group LLC
7,428$414.9K0.2%ETFLowSt. Louis, MO2026-10-13
Altfest L J & Co Inc
7,360$411.1K0.0%ETFHighNew York, NY2026-10-27
Flagstar Securities, Inc
7,335$409.7K0.1%ETFVery LowNew York, NY2026-10-15
RS Crum Inc.
7,272$406.2K0.1%ETFVery LowNewport Beach, CA2026-10-19
Goldstein Advisors, LLC
7,116$397.5K0.0%ETFMediumMadison, WI2026-10-15
Private Trust Co NA
7,083$395.6K0.0%CoreLowCleveland, OH2026-10-20
Ridgewood Investments LLC
7,041$393.3K0.1%ValueMediumSpringfield, NJ2026-10-05
Matisse Capital
7,000$391.0K0.2%ValueMediumPortland, OR2026-10-29
Parkside Financial Bank & Trust
6,985$390.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Flagstone Financial Management
6,939$387.6K0.1%ETFVery LowLincoln, NE2026-11-05
Greenleaf Trust
6,872$383.9K0.0%CoreLowKalamazoo, MI2026-10-29
One Way Holdings LLC
6,692$373.8K0.0%CoreMediumFlower Mound, TX2026-10-29
Prudent Investor Advisors, LLC
6,640$370.9K0.3%ETFN/AFolsom, CA2026-10-22
Grant Street Asset Management, Inc.
6,555$366.2K0.1%ETFVery LowCanonsburg, PA2026-10-26
Everhart Financial Group, Inc.
6,339$354.1K0.0%ETFLowDublin, OH2026-10-08
Daytona Street Capital LLC
6,328$352.1K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Bryn Mawr Trust Advisors, LLC
6,318$352.9K0.0%CoreLowPhiladelphia, PA2026-11-04
Flavin Financial Services, Inc.
6,216$347.2K0.2%CoreVery LowMelbourne, FL2026-10-21
Gamma Investing LLC
6,206$346.7K0.0%IndexVery LowFoster City, CA2026-10-08
Tassel Capital Management, Inc.
6,170$344.7K0.2%ETFLowMatthews, NC2026-10-20
Busey Bank
6,101$340.8K0.0%GrowthVery LowUrbana, IL2026-10-26
Atlas Private Wealth Advisors
6,049$337.9K0.1%ETFLowRed Bank, NJ2026-10-23
Tufton Capital Management
6,047$337.0K0.1%CoreVery LowHunt Valley, MD2026-10-20
Meridian Investment Counsel Inc.
6,005$335.4K0.1%GARPLowLafayette, CA2026-10-14
Ares Financial Consulting, LLC
5,883$328.6K0.2%CoreLowCalabasas, CA2026-10-19
Grandfield & Dodd, LLC
5,856$327.1K0.0%CoreVery LowNew York, NY2026-10-29
Noble Family Wealth, LLC
5,842$326.3K0.1%ETFVery LowClearwater, FL2026-10-26
Assetmark, Inc
5,820$325.1K0.0%ETFLowConcord, CA2026-10-21
Wealthcare Advisory Partners LLC
5,787$323.3K0.0%ETFLowWest Chester, PA2026-10-21
Renasant Bank
5,742$320.7K0.2%CoreMediumTupelo, MS2026-11-05
Intrua Financial, LLC
5,720$319.5K0.0%ETFMediumHouston, TX2026-10-28
Quadrant Capital Group LLC
5,699$319.2K0.0%CoreLowCincinnati, OH2026-10-20
KDK Private Wealth Management, LLC
5,641$315.1K0.3%ETFVery LowHouston, TX2026-11-03
Entrewealth, LLC
5,639$315.0K0.1%ETFLowAustin, TX2026-10-14
Wavvest Wealth LLC
5,620$313.9K0.3%ETFN/AChicago, IL2026-10-21
Mesirow Financial Investment Management, Inc.
5,563$310.8K0.0%CoreLowChicago, IL2026-11-05
Saxon Interests, Inc.
5,382$300.6K0.1%ETFMediumHouston, TX2026-10-26
Burton Enright Welch
5,379$300.5K0.0%ETFVery LowWalnut Creek, CA2026-11-04
DBK Financial Counsel, LLC
5,315$296.9K0.2%ETFVery LowCuyahoga Falls, OH2026-10-13
FinDec Wealth Services, Inc.
5,256$293.6K0.4%ETFVery LowStockton, CA2026-10-30
Stirlingshire Investments, Inc.
5,241$292.8K0.2%ETFMediumNew York, NY2026-11-05
Global Trust Asset Management, LLC
5,203$290.6K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Castleview Partners, LLC
5,134$286.8K0.1%CoreMediumDallas, TX2026-10-09
Sowell Financial Services LLC
5,078$283.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Rockwood Wealth Management, LLC
5,067$283.0K0.0%ETFVery LowNew Hope, PA2026-10-27
VestGen Advisors, LLC
5,019$280.4K0.0%GrowthMediumChicago, IL2026-10-27
Csenge Advisory Group
4,986$278.5K0.0%ETFMediumClearwater, FL2026-11-04
Jacobi Capital Management LLC
4,949$276.4K0.0%CoreLowPittston, PA2026-11-05
Leading Edge Financial Planning LLC
4,887$273.0K0.1%ETFLowKnoxville, TN2026-10-23
Whitener Capital Management, Inc.
4,876$272.4K0.1%CoreVery LowRocky Mount, NC2026-10-15
Richards, Merrill & Peterson, Inc.
4,859$271.4K0.1%GrowthLowSpokane, WA2026-10-19
Investment Research & Advisory Group, Inc.
4,831$269.8K0.1%GrowthVery LowAtlanta, GA2026-10-19
Sensible Money, LLC
4,784$267.2K0.1%ETFVery LowScottsdale, AZ2026-10-20
Liberty Capital Management, Inc.
4,731$264.3K0.0%CoreVery LowBirmingham, MI2026-11-02
Private Management Group Inc
4,703$262.7K0.0%YieldLowIrvine, CA2026-11-04
Briggs Wealth Management, Inc
4,664$260.5K0.2%ETFLowGlastonbury, CT2026-10-26
Tenzing Financial LLC
4,660$260.9K0.2%ETFVery LowWilliamsburg, VA2026-11-03
Bell Bank
4,646$259.5K0.0%ETFLowFargo, ND2026-10-21
Arcadia Wealth Management, LLC
4,637$259.0K0.1%ETFLowManchester, NH2026-10-22
Quantum Financial Advisors, LLC
4,582$256.0K0.0%ETFLowSanta Monica, CA2026-11-03
Citrine Capital LLC
4,548$254.1K0.1%ETFVery LowSan Francisco, CA2026-10-14
Foundry Financial LLC
4,526$252.8K0.1%ETFMediumPasadena, CA2026-10-16
Clarity Wealth Development LLC
4,507$251.8K0.1%ETFLowCorvallis, OR2026-10-22
Towneley Capital Management, Inc / de
4,462$249.2K0.0%ETFVery LowLaguna Hills, CA2026-10-09
Allegheny Financial Group
4,442$248.1K0.0%CoreLowPittsburgh, PA2026-11-05
CWS Financial Advisors, LLC
4,399$245.7K0.1%ETFVery LowKalamazoo, MI2026-10-16
180 Wealth Advisors, LLC
4,313$240.9K0.0%CoreLowFederal Way, WA2026-11-03
Legacy Advisors, LLC
4,304$240.4K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Websterrogers Financial Advisors, LLC
4,282$239.2K0.1%ETFVery LowFlorence, SC2026-11-02
Signaturefd, LLC
4,273$238.7K0.0%IndexLowAtlanta, GA2026-10-23
Atria Investments, Inc
4,265$238.2K0.0%CoreMediumCharlotte, NC2026-10-15
Vestment Financial LLC
4,263$234.8K0.1%ETFVery LowChanhassen, MN2026-10-13
Triad Wealth Partners, LLC
4,254$237.6K0.0%ETFMediumLawrence, KS2026-10-26
Apollon Wealth Management, LLC
4,212$235.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Oppenheimer & Co Inc
4,163$232.5K0.0%CoreLowNew York, NY2026-10-26
Rinkey Investments
4,147$231.7K0.1%ETFLowSan Diego, CA2026-10-28
Cooke Wealth Management, LLC
4,141$231.3K0.2%ETFVery LowIrvine, CA2026-10-13
Caldwell Trust Co
4,134$230.9K0.0%GrowthLowVenice, FL2026-10-30
3 Factor Indexing, LLC
4,083$228.1K0.2%ETFLowSacramento, CA2026-10-15
Marino, Stram & Associates LLC
4,047$226.1K0.0%ETFVery LowBraintree, MA2026-10-22
Naples Global Advisors, LLC
4,034$225.3K0.0%CoreVery LowNaples, FL2026-11-05
Level Wealth Management LLC
3,977$222.2K0.1%ETFVery LowGreensboro, NC2026-10-23
Physician Wealth Advisors, Inc.
3,971$221.8K0.0%ETFMediumMidvale, UT2026-10-20
Trek Financial, LLC
3,961$221.3K0.0%ETFHighScottsdale, AZ2026-10-29
Concord Wealth Partners
3,915$218.7K0.0%GrowthLowAbingdon, VA2026-11-02
Orgel Wealth Management, LLC
3,825$213.7K0.0%ETFMediumAltoona, WI2026-10-14
Life Planning Partners, Inc
3,811$212.9K0.2%ETFVery LowJacksonville, FL2026-10-28
CGN Advisors LLC
3,800$212.3K0.0%ETFLowManhattan, KS2026-10-21
MBL Wealth, LLC
3,790$211.7K0.0%ETFLowCharlotte, NC2026-10-22
BNB Wealth Management, LLC
3,773$210.8K0.1%ETFMediumSilver Spring, MD2026-10-28
Winebrenner Capital Management LLC
3,771$210.6K0.1%ETFLowLouisville, KY2026-10-07
Allied Investment Advisors, LLC
3,752$209.6K0.0%ValueLowBillings, MT2026-10-13
Avion Wealth
3,747$209.0K0.3%ETFLowThe Woodlands, TX2026-11-04
Patten & Patten Inc
3,695$206.4K0.0%CoreLowChattanooga, TN2026-10-26
KPP Advisory Services LLC
3,662$204.6K0.0%GrowthMediumLouisville, KY2026-10-26
OpenArc Corporate Advisory, LLC
3,605$201.4K0.0%GrowthLowAtlanta, GA2026-10-21
Scratch Capital LLC
3,590$200.5K0.1%ETFMediumBoise, ID2026-11-02
Kingswood Wealth Advisors, LLC
3,582$200.1K0.0%GrowthLowSan Diego, CA2026-10-23
City Holding Co
3,300$184.3K0.0%CoreLowCharleston, WV2026-10-19
True Wealth Design, LLC
3,016$168.5K0.0%ETFMediumAkron, OH2026-10-13
TFC Financial Management, Inc.
2,680$149.7K0.0%ETFVery LowBoston, MA2026-10-26
Colony Family Offices, LLC
2,576$143.9K0.0%ETFVery LowCharlotte, NC2026-10-22
Portfolio Resources Advisor Group, Inc.
2,553$142.6K0.1%ETFMediumCoral Gables, FL2026-10-20
Hazlett, Burt & Watson, Inc.
2,457$104.0K0.1%CoreVery LowWheeling, WV2026-11-04
Angeles Wealth Management, LLC
2,404$134.3K0.0%ETFLowSanta Monica, CA2026-10-26
BankChampaign, National Association
2,351$131.3K0.1%GrowthMediumChampaign, IL2026-10-19
Wilmington Savings Fund Society, FSB
2,224$124.2K0.0%CoreLowWilmington, DE2026-10-23
DecisionPoint Financial, LLC
2,157$118.9K0.0%ETFVery LowMesa, AZ2026-10-27
Central Trust Co
1,971$110.1K0.0%CoreLowJefferson City, MO2026-11-05
Thompson Investment Management, Inc.
1,963$109.7K0.0%ValueMediumMadison, WI2026-10-14
Pacific Center for Financial Services
1,916$107.0K0.0%ETFMediumDanville, CA2026-10-15
Jnba Financial Advisors
1,875$104.7K0.0%ETFMediumBloomington, MN2026-11-03
Investors Research Corp
1,853$103.5K0.0%ETFLowAtlanta, GA2026-10-07
Retirement Wealth Solutions LLC
1,849$103.3K0.1%ETFLowMarshfield, WI2026-10-07
Hickory Point Bank & Trust
1,792$100.1K0.1%CoreVery LowDecatur, IL2026-10-01
Farmers & Merchants Investments Inc
1,713$95.7K0.0%CoreVery LowLincoln, NE2026-10-22
Cassaday & Co Wealth Management LLC
1,469$82.1K0.0%ETFVery LowMclean, VA2026-10-27
Register Financial Advisors LLC
1,455$81.3K0.0%GARPLowAtlanta, GA2026-10-23
SYM Financial Corp
1,444$80.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Capital Advisors, Ltd. LLC
1,423$79.0K0.0%ETFLowShaker Heights, OH2026-10-27
Bokf, NA
1,406$78.5K0.0%CoreLowTulsa, OK2026-10-27
Pinnacle Bancorp, Inc.
1,375$76.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Cape Investment Advisory, Inc.
1,266$70.7K0.0%ETFLowMcdonough, GA2026-10-13
Harbor Investment Advisory, LLC
1,230$68.7K0.0%GrowthLowLutherville, MD2026-10-13
American Capital Advisory, LLC
1,136$63.5K0.0%ETFLowKetchum, ID2026-10-28
Ashton Thomas Private Wealth, LLC
1,078$60.2K0.0%CoreMediumScottsdale, AZ2026-11-03
GHP Investment Advisors, Inc.
1,022$57.1K0.0%CoreVery LowDenver, CO2026-10-15
Gables Capital Management Inc.
1,000$55.9K0.0%GrowthVery LowMiami, FL2026-11-04
Flagship Wealth Advisors, LLC
994$55.5K0.0%ETFLowWakefield, MA2026-11-03
Prudent Man Investment Management, Inc.
970$54.2K0.0%ETFVery LowLouisville, CO2026-11-03
Creative Financial Designs Inc
958$53.5K0.0%ETFMediumKokomo, IN2026-11-04
Private Wealth Management Group, LLC
904$50.5K0.0%ETFLowPrinceton, NJ2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
864$48.3K0.1%GrowthMediumLincolnshire, IL2026-10-28
Redwood Park Advisors LLC
720$40.2K0.0%ETFVery LowRedwood City, CA2026-11-02
William Mack & Associates, Inc.
686$38.3K0.0%ETFLowTroy, MI2026-10-27
Montgomery Financial Services LLC
607$33.9K0.0%ETFN/AOcean City, MD2026-11-03
Key FInancial Inc
576$32.2K0.0%ETFLowWest Chester, PA2026-11-02
Kingdom Financial Group Llc.
573$32.0K0.0%ETFMediumPeoria, AZ2026-11-04
1620 Investment Advisors, Inc.
560$31.3K0.0%ValueLowPlymouth, MA2026-11-04
Barrett & Company, Inc.
549$30.7K0.0%ETFLowProvidence, RI2026-10-22
Horizon Financial Services, LLC
491$27.4K0.0%ETFLowWinston Salem, NC2026-11-04
Creative Capital Management Investments LLC
483$27.0K0.0%ETFLowSan Diego, CA2026-10-28
Transce3nd, LLC
449$25.4K0.0%GrowthLowBuda, TX2026-10-26
Catherine Avery Investment Management LLC
436$24.4K0.0%CoreMediumLongboat Key, FL2026-10-14
Barnes Dennig Private Wealth Management LLC
436$24.4K0.0%CoreLowCincinnati, OH2026-10-30
Guardian Partners Inc.
406$22.7K0.0%ValueMediumToronto, South Africa2026-10-21
Abound Wealth Management
402$22.4K0.0%ETFVery LowFranklin, TN2026-10-26
Oakworth Capital, Inc.
374$20.9K0.0%ETFLowBirmingham, AL2026-10-26
Chapman Financial Group, LLC
330$18.4K0.0%CoreVery LowHonolulu, HI2026-10-26
Key Capital Management, Inc
309$17.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Montag A & Associates Inc
281$15.7K0.0%CoreLowAtlanta, GA2026-10-29
Fairway Wealth LLC
263$14.7K0.0%ETFLowIndependence, OH2026-10-30
Trust Co of Toledo NA
256$14.3K0.0%GrowthVery LowHolland, OH2026-10-16
Cranbrook Wealth Management, LLC
223$12.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Hara Capital LLC
200$11.2K0.0%Deep ValueMediumBellevue, WA2026-10-30
Trust Co of Vermont
196$10.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Godsey & Gibb, Inc
181$10.1K0.0%CoreLowRichmond, VA2026-10-14
Elevation Wealth Partners, LLC
171$9.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Highline Wealth Partners LLC
165$9.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Resources Capital Management, LLC
163$9.1K0.0%ETFLowNewport Beach, CA2026-10-16
Breakwater Investment Management
145$8.1K0.0%ETFLowSeattle, WA2026-10-20
Simplex Trading, LLC
138$7.7K0.0%CoreVery HighChicago, IL2026-11-04
First Community Trust NA
133$7.4K0.0%GrowthLowDubuque, IA2026-10-07
Tounjian Advisory Partners, LLC
130$7.2K0.0%GrowthHighFort Myers, FL2026-11-04
Buck Wealth Strategies, LLC
118$6.6K0.0%ValueMediumDenver, CO2026-10-28
Atlantic Edge Private Wealth Management, LLC
110$6.1K0.0%CoreLowJacksonville, FL2026-10-20
CX Institutional
94$50.0%CoreMediumAuburn, IN2026-10-02
Blue Trust, Inc.
84$4.7K0.0%ETFLowBrentwood, TN2026-10-15
GoalVest Advisory LLC
39$2.2K0.0%ETFMediumNew York, NY2026-10-02
Trust Co
35$2.0K0.0%ETFVery LowManhattan, KS2026-10-09
Golden State Wealth Management, LLC
30$1.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Lanark Financial, Inc.
26$1.5K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
17$9500.0%GrowthMediumColumbus, OH2026-10-29
Citizens National Bank Trust Department
8$4470.0%CoreVery LowMeridian, MS2026-11-04
WPG Advisers, LLC
6$3350.0%CoreLowBaltimore, MD2026-10-27
Quest 10 Wealth Builders, Inc.
5$2790.0%ETFLowFuquay-Varina, VA2026-11-02
Citigroup Inc
3$1680.0%CoreMediumNew York, NY2026-11-04