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Dimensional National Muni BD (DFNM)

CUSIP: 25434V849 | NYSE | 460 institutional holders

Quarters

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

Apella Capital, LLC1,690,582
1.0% of portfolio›$77.9M
Foster Group, Inc.1,317,383
1.6% of portfolio›$60.6M
Symmetry Partners, LLC1,211,730
2.8% of portfolio›$55.8M
AWM Capital, LLC1,127,167
3.7% of portfolio›$51.9M
MBL Wealth, LLC832,678
2.3% of portfolio›$38.3M
Graves Light Lenhart Wealth, Inc.612,276
2.6% of portfolio›$28.2M
LPL Financial LLC572,979
0.0% of portfolio›$26.4M
Commonwealth Equity Services, LLC550,976
0.0% of portfolio›$25.4M
Aspiriant, LLC443,046
0.5% of portfolio›$20.4M
Assetmark, Inc402,629
0.0% of portfolio›$18.5M
Vestment Financial LLC402,565
8.3% of portfolio›$18.6M
West Financial Advisors, LLC377,379
2.6% of portfolio›$17.4M
Austin Wealth Management, LLC370,234
3.6% of portfolio›$17.1M
Yardley Wealth Management LLC370,108
7.4% of portfolio›$17.0M
Savant Capital, LLC369,832
0.0% of portfolio›$17.0M
Mattern Wealth Management LLC360,052
2.7% of portfolio›$16.6M
Collective Family Office LLC348,740
3.3% of portfolio›$16.1M
RAM Investment Partners, LLC345,112
2.5% of portfolio›$15.9M
Wheelhouse Advisory Group LLC333,834
4.1% of portfolio›$15.4M
Brady Martz Wealth Solutions, LLC277,774
1.9% of portfolio›$12.8M
Entrewealth, LLC255,371
4.2% of portfolio›$11.8M
Allworth Financial LP250,273
0.0% of portfolio›$12.1M
Citrine Capital LLC236,525
3.7% of portfolio›$10.9M
Guardian Wealth Management, LLC220,214
2.9% of portfolio›$10.1M
Resonant Capital Advisors, LLC218,100
0.5% of portfolio›$10.0M
Plancorp, LLC214,049
0.2% of portfolio›$10.1M
55 North Private Wealth, LLC207,573
1.8% of portfolio›$9.6M
Vestia Personal Wealth Advisors205,326
3.6% of portfolio›$9.5M
Outbound Financial Inc194,616
5.7% of portfolio›$9.0M
Tillman Hartley LLC193,403
1.8% of portfolio›$8.9M
Mills Wealth Advisors LLC188,831
2.7% of portfolio›$8.7M
Wealth Enhancement Advisory Services, LLC185,047
0.0% of portfolio›$8.5M
Confluence Investment Management LLC181,363
0.1% of portfolio›$8.3M
Porter White Investment Advisors, Inc.178,249
5.1% of portfolio›$8.2M
Porter White Investment Advisors, Inc.178,249
5.1% of portfolio›$8.2M
Concurrent Investment Advisors, LLC176,874
0.1% of portfolio›$8.1M
25 LLC176,569
2.2% of portfolio›$8.1M
RW Investment Management LLC168,658
0.7% of portfolio›$7.8M
Compass Financial Group, Inc.164,097
3.1% of portfolio›$7.6M
United Wealth Management, LLC159,726
1.9% of portfolio›$7.4M
Forza Wealth Management, LLC158,600
2.1% of portfolio›$7.3M
Root Financial Partners, LLC150,351
0.2% of portfolio›$6.9M
Maryland Capital Advisors Inc.148,844
2.1% of portfolio›$6.9M
Core Wealth Management, Inc.138,008
1.9% of portfolio›$6.4M
BCO Wealth Management LLC128,922
3.2% of portfolio›$5.9M
Kings Path Partners LLC117,577
1.4% of portfolio›$5.4M
Verus Financial Partners, Inc.116,003
0.5% of portfolio›$5.3M
Mainsail Asset Management, LLC102,955
1.9% of portfolio›$4.8M
DiNuzzo Private Wealth, Inc.98,704
0.5% of portfolio›$4.5M
Vise Technologies, Inc.93,618
0.0% of portfolio›$4.3M
Truist Financial Corp86,385
0.0% of portfolio›$4.0M
Washington Trust Advisors, Inc.85,907
0.3% of portfolio›$4.0M
Aurelius Family Office LLC82,821
1.5% of portfolio›$3.8M
Vested Financial Planning, LLC74,713
2.4% of portfolio›$3.4M
Scratch Capital LLC71,466
2.1% of portfolio›$3.3M
Tandemgrowth Financial Advisors LLC71,120
2.7% of portfolio›$3.3M
Aerodigm Wealth, LLC68,931
1.1% of portfolio›$3.2M
Quarry Hill Advisors, LLC67,191
1.2% of portfolio›$3.1M
Friday Financial65,899
0.6% of portfolio›$3.0M
Modera Wealth Management, LLC64,921
0.0% of portfolio›$3.0M
Elser Financial Planning, Inc64,509
0.1% of portfolio›$3.0M
Baker Avenue Asset Management, LP64,201
0.1% of portfolio›$3.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors61,691
0.1% of portfolio›$2.8M
Farther Finance Advisors, LLC59,157
0.0% of portfolio›$2.7M
Park Avenue Securities LLC57,839
0.0% of portfolio›$2.7M
GEM Asset Management, LLC56,413
1.0% of portfolio›$2.6M
Meredith Wealth Planning54,769
0.6% of portfolio›$2.5M
Hiley Hunt Wealth Management52,074
0.9% of portfolio›$2.4M
Apollon Wealth Management, LLC50,724
0.0% of portfolio›$2.3M
SwitchPoint Financial Planning, LLC49,794
1.3% of portfolio›$2.3M
Kestra Advisory Services, LLC49,651
0.0% of portfolio›$2.3M
XY Planning Network, Inc.48,690
0.2% of portfolio›$2.2M
New Dimensions Wealth Management, LLC48,649
1.6% of portfolio›$2.2M
Family Capital Management, Inc.47,089
0.8% of portfolio›$2.2M
Partners in Financial Planning45,916
0.3% of portfolio›$2.1M
JDH Wealth Management, LLC43,818
1.2% of portfolio›$2.0M
Concord Wealth Partners42,596
0.2% of portfolio›$2.0M
Heritage Wealth Management, Inc.42,566
0.7% of portfolio›$2.0M
Aspen Wealth Management LLC42,511
0.3% of portfolio›$2.0M
Northwest Wealth Management, LLC41,807
0.2% of portfolio›$1.9M
Hartmann Taylor Wealth Management, LLC41,750
1.1% of portfolio›$1.9M
Triune Financial Partners, LLC40,988
0.4% of portfolio›$1.9M
Elevate Wealth Advisory, Inc40,081
0.9% of portfolio›$1.8M
Timonier Family Office, Ltd.39,669
0.6% of portfolio›$1.8M
Verisail Partners, LLC38,066
0.6% of portfolio›$1.8M
HMV Wealth Advisors, LLC37,410
0.7% of portfolio›$1.7M
Shearwater Capital LLC35,899
0.8% of portfolio›$1.7M
Life Planning Partners, Inc35,740
1.3% of portfolio›$1.6M
TCI Wealth Advisors, Inc.35,494
0.1% of portfolio›$1.6M
Evanson Financial, LLC35,163
0.1% of portfolio›$1.6M
Websterrogers Financial Advisors, LLC34,623
0.4% of portfolio›$1.6M
SAX Wealth Advisors, LLC34,364
0.0% of portfolio›$1.6M
Signature Resources Capital Management, LLC33,368
0.7% of portfolio›$1.5M
One Degree Advisors Inc32,458
0.3% of portfolio›$1.5M
Andrews, Lucia Wealth Management LLC31,831
0.8% of portfolio›$1.5M
FF Advisors,LLC31,743
0.5% of portfolio›$1.5M
Capstone Wealth Management, LLC31,175
0.7% of portfolio›$1.4M
Mather Group, Llc.30,659
0.0% of portfolio›$1.4M
Rockwood Wealth Management, LLC27,046
0.1% of portfolio›$1.2M
Legacy Financial Group, Inc.26,328
0.3% of portfolio›$1.2M
Heffernan Advisory, Inc25,930
0.8% of portfolio›$1.2M
Cogent Strategic Wealth LLC24,726
1.1% of portfolio›$1.1M
CogentBlue Wealth Advisors, LLC24,232
1.0% of portfolio›$1.1M
Anson Capital, Inc.23,602
0.7% of portfolio›$1.1M
IFP Advisors, Inc23,598
0.0% of portfolio›$1.1M
Pacific Asset Management, LLC22,886
0.5% of portfolio›$1.1M
Blume Capital Management, Inc.22,685
0.2% of portfolio›$1.0M
Investmark Advisory Group LLC22,254
0.3% of portfolio›$1.0M
Wheels Up Wealth, Inc.22,234
0.9% of portfolio›$1.0M
SpringVest Wealth Management LLC20,380
0.6% of portfolio›$938.1K
Sterling Wealth Management, Inc.20,240
0.2% of portfolio›$931.6K
Cambridge Investment Research Advisors, Inc.18,594
0.0% of portfolio›$856.0K
Cogent Private Wealth, Inc.17,959
0.5% of portfolio›$826.7K
Wealthcare Advisory Partners LLC17,610
0.0% of portfolio›$810.6K
Bernardo Wealth Planning LLC17,412
0.1% of portfolio›$801.5K
JP Wealth Management, Inc.16,870
0.5% of portfolio›$776.5K
Phillips Financial Management, LLC16,548
0.1% of portfolio›$761.7K
Tassel Capital Management, Inc.16,472
0.4% of portfolio›$758.2K
Apollon Financial, LLC16,092
0.1% of portfolio›$740.7K
Physician Wealth Advisors, Inc.15,448
0.1% of portfolio›$711.1K
HBE Wealth Management, LLC15,414
0.5% of portfolio›$709.5K
Bdfs Capital LLC14,766
0.3% of portfolio›$679.7K
Navigate Wealth Management, LLC13,937
0.4% of portfolio›$644.0K
Regions Financial Corp13,390
0.0% of portfolio›$616.3K
Warburton Capital Management, LLC12,800
0.2% of portfolio›$605.2K
M Holdings Securities, Inc.12,305
0.2% of portfolio›$566.0K
Landmark Wealth Management, LLC12,234
0.1% of portfolio›$563.1K
Glass Jacobson Investment Advisors llc12,216
0.2% of portfolio›$562.3K
Burton Enright Welch11,991
0.1% of portfolio›$551.9K
Oath Planning, LLC11,454
0.3% of portfolio›$527.2K
Ascentis Independent Advisors11,288
0.0% of portfolio›$519.6K
Iowa State Bank11,271
0.1% of portfolio›$518.8K
Burk Holdings LLC11,026
0.2% of portfolio›$507.5K
Jacobi Capital Management LLC10,953
0.0% of portfolio›$504.2K
Kane Co Wealth Management, Inc.10,825
0.4% of portfolio›$498.3K
Avestar Capital, LLC10,775
0.0% of portfolio›$496.0K
Copper Harbor Investment Advisors, LLC10,622
0.1% of portfolio›$488.9K
Acorn Wealth Advisors, LLC10,600
0.1% of portfolio›$487.9K
DecisionPoint Financial, LLC9,344
0.1% of portfolio›$432.1K
Stewardship Advisors, LLC8,967
0.1% of portfolio›$412.8K
Forteris Wealth Management Inc.8,480
0.3% of portfolio›$390.3K
Legacy Capital Wealth Partners, LLC8,431
0.1% of portfolio›$388.1K
Squire Investment Management Company, LLC8,320
0.1% of portfolio›$383.0K
Choreo, LLC8,215
0.0% of portfolio›$378.1K
Tableaux LLC8,085
0.2% of portfolio›$372.2K
AA Financial Advisors, LLC7,813
0.0% of portfolio›$359.6K
Merit Financial Group, LLC7,737
0.0% of portfolio›$356.1K
Roth Financial Partners LLC7,415
0.1% of portfolio›$341.3K
RED Lighthouse Investment Management, LLC6,912
0.1% of portfolio›$318.2K
Pinnacle Wealth Management Advisory Group, LLC6,749
0.0% of portfolio›$310.7K
Pinnacle Associates LTD6,749
0.0% of portfolio›$310.7K
Foundry Financial LLC6,732
0.1% of portfolio›$309.9K
Oceanside Advisors LLC6,731
0.2% of portfolio›$309.8K
Claro Advisors Inc.6,548
0.0% of portfolio›$301.4K
Midwest Trust Co6,493
0.0% of portfolio›$298.9K
Creative Capital Management Investments LLC6,454
0.1% of portfolio›$297.1K
Pinnacle Financial Group, LLC / IL6,230
0.1% of portfolio›$286.8K
Level Financial Advisors6,190
0.1% of portfolio›$284.9K
Robertson Stephens Wealth Management, LLC6,164
0.0% of portfolio›$283.7K
StoneX Group Inc.6,149
0.0% of portfolio›$283.1K
Verus Capital Partners, LLC6,109
0.0% of portfolio›$281.2K
KFG Wealth Management, LLC6,025
0.0% of portfolio›$277.3K
Omni 360 Wealth, Inc.5,247
0.1% of portfolio›$241.5K
Birch Financial Group, LLC5,241
0.1% of portfolio›$241.2K
Werba Rubin Papier Wealth Management4,746
0.0% of portfolio›$218.5K
Csenge Advisory Group4,741
0.0% of portfolio›$218.2K
US Bancorp \de\4,566
0.0% of portfolio›$210.2K
Fifth Third Bancorp4,251
0.0% of portfolio›$195.7K
Navigoe, LLC3,998
0.1% of portfolio›$184.0K
Blueline Advisors LLC3,554
0.1% of portfolio›$163.6K
PNC Financial Services Group, Inc.3,194
0.0% of portfolio›$147.0K
Nemes Rush Group LLC1,888
0.0% of portfolio›$86.9K
City State Bank1,038
0.0% of portfolio›$47.8K
Rossby Financial, LCC764
0.0% of portfolio›$35.2K
Parallel Advisors, LLC485
0.0% of portfolio›$22.3K
Flagship Wealth Advisors, LLC391
0.0% of portfolio›$18.0K
Tradewinds Capital Management, LLC319
0.0% of portfolio›$14.7K
RHL Group, LLC262
0.0% of portfolio›$12.1K
Pinnacle Bancorp, Inc.229
0.0% of portfolio›$10.5K
Larson Financial Group LLC125
0.0% of portfolio›$5.8K
Capital Investment Advisory Services, LLC47
0.0% of portfolio›$2.2K
Oakworth Capital, Inc.1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Apella Capital, LLC
1,690,582$77.9M1.0%ETFVery LowWest Hartford, CT2026-10-08
Foster Group, Inc.
1,317,383$60.6M1.6%ETFVery LowUrbandale, IA2026-10-13
Symmetry Partners, LLC
1,211,730$55.8M2.8%ETFLowGlastonbury, CT2026-10-27
AWM Capital, LLC
1,127,167$51.9M3.7%ETFLowPhoenix, AZ2026-10-16
MBL Wealth, LLC
832,678$38.3M2.3%ETFLowCharlotte, NC2026-10-22
Graves Light Lenhart Wealth, Inc.
612,276$28.2M2.6%ETFVery LowHarrisonburg, VA2026-10-09
LPL Financial LLC
572,979$26.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
550,976$25.4M0.0%ETFLowWaltham, MA2026-11-02
Aspiriant, LLC
443,046$20.4M0.5%ETFVery LowLos Angeles, CA2026-10-16
Assetmark, Inc
402,629$18.5M0.0%ETFLowConcord, CA2026-10-21
Vestment Financial LLC
402,565$18.6M8.3%ETFVery LowChanhassen, MN2026-10-13
West Financial Advisors, LLC
377,379$17.4M2.6%ETFLowDes Moines, IA2026-10-22
Austin Wealth Management, LLC
370,234$17.1M3.6%ETFVery LowAustin, TX2026-11-06
Yardley Wealth Management LLC
370,108$17.0M7.4%ETFVery LowYardley, PA2026-10-23
Savant Capital, LLC
369,832$17.0M0.0%IndexVery LowRockford, IL2026-11-06
Mattern Wealth Management LLC
360,052$16.6M2.7%ETFVery LowLawrence, KS2026-11-04
Collective Family Office LLC
348,740$16.1M3.3%ETFLowYork, PA2026-10-05
RAM Investment Partners, LLC
345,112$15.9M2.5%ETFLowBellevue, WA2026-10-21
Wheelhouse Advisory Group LLC
333,834$15.4M4.1%ETFVery LowSt. Louis, MO2026-10-20
Brady Martz Wealth Solutions, LLC
277,774$12.8M1.9%ETFLowGrand Forks, ND2026-11-05
Entrewealth, LLC
255,371$11.8M4.2%ETFLowAustin, TX2026-10-14
Allworth Financial LP
250,273$12.1M0.0%IndexLowFolsom, CA2026-11-06
Citrine Capital LLC
236,525$10.9M3.7%ETFVery LowSan Francisco, CA2026-10-14
Guardian Wealth Management, LLC
220,214$10.1M2.9%ETFVery LowChattanooga, TN2026-10-14
Resonant Capital Advisors, LLC
218,100$10.0M0.5%ETFLowMadison, WI2026-10-15
Plancorp, LLC
214,049$10.1M0.2%ETFLowSaint Louis, MO2026-11-03
55 North Private Wealth, LLC
207,573$9.6M1.8%ETFLowWinter Park, FL2026-10-20
Vestia Personal Wealth Advisors
205,326$9.5M3.6%ETFMediumFort Wayne, IN2026-10-20
Outbound Financial Inc
194,616$9.0M5.7%ETFLowBoulder, CO2026-10-13
Tillman Hartley LLC
193,403$8.9M1.8%ETFLowOrlando, FL2026-11-06
Mills Wealth Advisors LLC
188,831$8.7M2.7%ETFMediumSouthlake, TX2026-10-22
Wealth Enhancement Advisory Services, LLC
185,047$8.5M0.0%CoreLowPlymouth, MN2026-10-13
Confluence Investment Management LLC
181,363$8.3M0.1%ValueMediumSt. Louis, MO2026-10-01
Porter White Investment Advisors, Inc.
178,249$8.2M5.1%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
178,249$8.2M5.1%ETFVery LowBirmingham, AL2026-10-14
Concurrent Investment Advisors, LLC
176,874$8.1M0.1%GrowthMediumTampa, FL2026-10-16
25 LLC
176,569$8.1M2.2%ETFLowSt. Louis, MO2026-10-13
RW Investment Management LLC
168,658$7.8M0.7%ETFLowEagle, ID2026-11-03
Compass Financial Group, Inc.
164,097$7.6M3.1%ETFLowDeerfield Beach, FL2026-11-06
United Wealth Management, LLC
159,726$7.4M1.9%ETFVery LowCharlottesville, VA2026-10-30
Forza Wealth Management, LLC
158,600$7.3M2.1%CoreVery LowSarasota, FL2026-10-20
Root Financial Partners, LLC
150,351$6.9M0.2%ETFMediumEncinitas, CA2026-10-21
Maryland Capital Advisors Inc.
148,844$6.9M2.1%ETFVery LowChester, MD2026-10-15
Core Wealth Management, Inc.
138,008$6.4M1.9%ETFVery LowJupiter, FL2026-10-22
BCO Wealth Management LLC
128,922$5.9M3.2%ETFLowCarlsbad, NM2026-10-14
Kings Path Partners LLC
117,577$5.4M1.4%ETFVery LowSugar Land, TX2026-10-21
Verus Financial Partners, Inc.
116,003$5.3M0.5%ETFVery LowRichmond, VA2026-10-29
Mainsail Asset Management, LLC
102,955$4.8M1.9%ETFMediumBirmingham, AL2026-10-14
DiNuzzo Private Wealth, Inc.
98,704$4.5M0.5%ETFLowBeaver, PA2026-10-16
Vise Technologies, Inc.
93,618$4.3M0.0%IndexLowNew York, NY2026-10-29
Truist Financial Corp
86,385$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Washington Trust Advisors, Inc.
85,907$4.0M0.3%GrowthLowWellesley, MA2026-10-22
Aurelius Family Office LLC
82,821$3.8M1.5%ETFVery LowBedford, NH2026-10-23
Vested Financial Planning, LLC
74,713$3.4M2.4%ETFMediumSan Carlos, CA2026-10-28
Scratch Capital LLC
71,466$3.3M2.1%ETFMediumBoise, ID2026-11-02
Tandemgrowth Financial Advisors LLC
71,120$3.3M2.7%ETFVery LowAlpharetta, GA2026-11-05
Aerodigm Wealth, LLC
68,931$3.2M1.1%ETFLowLake Oswego, OR2026-10-16
Quarry Hill Advisors, LLC
67,191$3.1M1.2%ETFVery LowSt Paul, MN2026-11-04
Friday Financial
65,899$3.0M0.6%ETFVery LowDubuque, IA2026-10-09
Modera Wealth Management, LLC
64,921$3.0M0.0%ETFVery LowWestwood, NJ2026-10-28
Elser Financial Planning, Inc
64,509$3.0M0.1%GARPLowIndianapolis, IN2026-10-16
Baker Avenue Asset Management, LP
64,201$3.0M0.1%GrowthLowSan Francisco, CA2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
61,691$2.8M0.1%ETFMediumWestlake, OH2026-10-14
Farther Finance Advisors, LLC
59,157$2.7M0.0%IndexLowSan Francisco, CA2026-10-08
Park Avenue Securities LLC
57,839$2.7M0.0%ETFMediumNew York, NY2026-10-26
GEM Asset Management, LLC
56,413$2.6M1.0%ETFLowPlymouth, MI2026-10-13
Meredith Wealth Planning
54,769$2.5M0.6%ETFLowMaryville, IL2026-10-14
Hiley Hunt Wealth Management
52,074$2.4M0.9%ETFVery LowOmaha, NE2026-10-08
Apollon Wealth Management, LLC
50,724$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
SwitchPoint Financial Planning, LLC
49,794$2.3M1.3%ETFVery LowLehi, UT2026-11-02
Kestra Advisory Services, LLC
49,651$2.3M0.0%CoreLowAustin, TX2026-11-02
XY Planning Network, Inc.
48,690$2.2M0.2%ETFLowBozeman, MT2026-10-14
New Dimensions Wealth Management, LLC
48,649$2.2M1.6%ETFVery LowAllen, TX2026-11-02
Family Capital Management, Inc.
47,089$2.2M0.8%ETFLowGrand Rapids, MI2026-11-03
Partners in Financial Planning
45,916$2.1M0.3%ETFVery LowSalem, VA2026-11-06
JDH Wealth Management, LLC
43,818$2.0M1.2%ETFVery LowSanta Rosa, CA2026-10-20
Concord Wealth Partners
42,596$2.0M0.2%GrowthLowAbingdon, VA2026-11-02
Heritage Wealth Management, Inc.
42,566$2.0M0.7%ETFLowSan Diego, CA2026-10-27
Aspen Wealth Management LLC
42,511$2.0M0.3%ETFLowFort Worth, TX2026-10-14
Northwest Wealth Management, LLC
41,807$1.9M0.2%ETFLowSpencer, IA2026-10-30
Hartmann Taylor Wealth Management, LLC
41,750$1.9M1.1%ETFVery LowDallas, TX2026-10-14
Triune Financial Partners, LLC
40,988$1.9M0.4%ETFVery LowOverland Park, KS2026-11-03
Elevate Wealth Advisory, Inc
40,081$1.8M0.9%ETFVery LowAthens, GA2026-10-29
Timonier Family Office, Ltd.
39,669$1.8M0.6%ETFVery LowWinston Salem, NC2026-11-03
Verisail Partners, LLC
38,066$1.8M0.6%ETFVery LowChamblee, GA2026-10-19
HMV Wealth Advisors, LLC
37,410$1.7M0.7%ETFVery LowShreveport, LA2026-10-27
Shearwater Capital LLC
35,899$1.7M0.8%ETFVery LowDenver, CO2026-10-13
Life Planning Partners, Inc
35,740$1.6M1.3%ETFVery LowJacksonville, FL2026-10-28
TCI Wealth Advisors, Inc.
35,494$1.6M0.1%ETFLowTucson, AZ2026-10-30
Evanson Financial, LLC
35,163$1.6M0.1%ETFN/AMclean, VA2026-10-23
Websterrogers Financial Advisors, LLC
34,623$1.6M0.4%ETFVery LowFlorence, SC2026-11-02
SAX Wealth Advisors, LLC
34,364$1.6M0.0%ETFVery LowParsippany, NJ2026-10-13
Signature Resources Capital Management, LLC
33,368$1.5M0.7%ETFLowNewport Beach, CA2026-10-16
One Degree Advisors Inc
32,458$1.5M0.3%ETFLowSan Diego, CA2026-11-06
Andrews, Lucia Wealth Management LLC
31,831$1.5M0.8%ETFVery LowDanville, CA2026-11-02
FF Advisors,LLC
31,743$1.5M0.5%ETFLowManhattan Beach, CA2026-10-21
Capstone Wealth Management, LLC
31,175$1.4M0.7%ETFLowTuscaloosa, AL2026-11-02
Mather Group, Llc.
30,659$1.4M0.0%ETFMediumChicago, IL2026-10-14
Rockwood Wealth Management, LLC
27,046$1.2M0.1%ETFVery LowNew Hope, PA2026-10-27
Legacy Financial Group, Inc.
26,328$1.2M0.3%ETFLowTulsa, OK2026-10-21
Heffernan Advisory, Inc
25,930$1.2M0.8%ETFLowFlagstaff, AZ2026-10-13
Cogent Strategic Wealth LLC
24,726$1.1M1.1%ETFLowChicago, IL2026-10-22
CogentBlue Wealth Advisors, LLC
24,232$1.1M1.0%ETFLowKnoxville, TN2026-10-09
Anson Capital, Inc.
23,602$1.1M0.7%ETFLowTyrone, GA2026-10-23
IFP Advisors, Inc
23,598$1.1M0.0%GrowthLowTampa, FL2026-10-16
Pacific Asset Management, LLC
22,886$1.1M0.5%ETFVery LowGig Harbor, WA2026-10-15
Blume Capital Management, Inc.
22,685$1.0M0.2%CoreMediumBerkeley, CA2026-10-26
Investmark Advisory Group LLC
22,254$1.0M0.3%ETFVery LowShelton, CT2026-10-27
Wheels Up Wealth, Inc.
22,234$1.0M0.9%ETFVery LowBenicia, CA2026-10-27
SpringVest Wealth Management LLC
20,380$938.1K0.6%ETFLowDallas, TX2026-10-27
Sterling Wealth Management, Inc.
20,240$931.6K0.2%ETFLowChampaign, IL2026-10-23
Cambridge Investment Research Advisors, Inc.
18,594$856.0K0.0%ETFLowFairfield, IA2026-11-02
Cogent Private Wealth, Inc.
17,959$826.7K0.5%ETFMediumOrlando, FL2026-11-06
Wealthcare Advisory Partners LLC
17,610$810.6K0.0%ETFLowWest Chester, PA2026-10-21
Bernardo Wealth Planning LLC
17,412$801.5K0.1%ETFVery LowHarleysville, PA2026-10-23
JP Wealth Management, Inc.
16,870$776.5K0.5%ETFLowMt. Pleasant, SC2026-10-07
Phillips Financial Management, LLC
16,548$761.7K0.1%ETFVery LowFort Wayne, IN2026-10-19
Tassel Capital Management, Inc.
16,472$758.2K0.4%ETFLowMatthews, NC2026-10-20
Apollon Financial, LLC
16,092$740.7K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Physician Wealth Advisors, Inc.
15,448$711.1K0.1%ETFMediumMidvale, UT2026-10-20
HBE Wealth Management, LLC
15,414$709.5K0.5%ETFVery LowLincoln, NE2026-11-06
Bdfs Capital LLC
14,766$679.7K0.3%ETFLowRehoboth Beach, DE2026-10-14
Navigate Wealth Management, LLC
13,937$644.0K0.4%ETFLowBirmingham, AL2026-10-14
Regions Financial Corp
13,390$616.3K0.0%CoreLowBirmingham, AL2026-11-05
Warburton Capital Management, LLC
12,800$605.2K0.2%ETFVery LowTulsa, OK2026-11-06
M Holdings Securities, Inc.
12,305$566.0K0.2%ETFHighPortland, OR2026-11-03
Landmark Wealth Management, LLC
12,234$563.1K0.1%ETFVery LowMelville, NY2026-11-03
Glass Jacobson Investment Advisors llc
12,216$562.3K0.2%ETFLowOwings Mills, MD2026-10-26
Burton Enright Welch
11,991$551.9K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Oath Planning, LLC
11,454$527.2K0.3%ETFVery LowTulsa, OK2026-10-20
Ascentis Independent Advisors
11,288$519.6K0.0%ETFLowDallas, TX2026-11-03
Iowa State Bank
11,271$518.8K0.1%CoreLowUrbandale, IA2026-10-06
Burk Holdings LLC
11,026$507.5K0.2%ETFVery LowTulsa, OK2026-11-05
Jacobi Capital Management LLC
10,953$504.2K0.0%CoreLowPittston, PA2026-11-05
Kane Co Wealth Management, Inc.
10,825$498.3K0.4%ETFVery LowJohnston, IA2026-11-04
Avestar Capital, LLC
10,775$496.0K0.0%GrowthLowNew York, NY2026-10-28
Copper Harbor Investment Advisors, LLC
10,622$488.9K0.1%ETFN/AAppleton, WI2026-10-16
Acorn Wealth Advisors, LLC
10,600$487.9K0.1%ETFLowGrand Blanc, MI2026-10-19
DecisionPoint Financial, LLC
9,344$432.1K0.1%ETFVery LowMesa, AZ2026-10-27
Stewardship Advisors, LLC
8,967$412.8K0.1%ETFMediumMount Joy, PA2026-10-20
Forteris Wealth Management Inc.
8,480$390.3K0.3%ETFVery LowArmonk, NY2026-10-13
Legacy Capital Wealth Partners, LLC
8,431$388.1K0.1%CoreMediumLittle Rock, AR2026-10-21
Squire Investment Management Company, LLC
8,320$383.0K0.1%ETFVery LowOrem, UT2026-11-03
Choreo, LLC
8,215$378.1K0.0%IndexLowRockford, IL2026-10-28
Tableaux LLC
8,085$372.2K0.2%ETFLowStockbridge, MA2026-10-23
AA Financial Advisors, LLC
7,813$359.6K0.0%ETFMediumColumbus, OH2026-10-19
Merit Financial Group, LLC
7,737$356.1K0.0%ETFLowAlpharetta, GA2026-11-06
Roth Financial Partners LLC
7,415$341.3K0.1%ETFVery LowKingwood, TX2026-10-06
RED Lighthouse Investment Management, LLC
6,912$318.2K0.1%ETFVery LowHillsdale, NY2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
6,749$310.7K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
6,749$310.7K0.0%CoreLowNew York, NY2026-10-20
Foundry Financial LLC
6,732$309.9K0.1%ETFMediumPasadena, CA2026-10-16
Oceanside Advisors LLC
6,731$309.8K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Claro Advisors Inc.
6,548$301.4K0.0%CoreLowBoston, MA2026-11-02
Midwest Trust Co
6,493$298.9K0.0%CoreLowOverland Park, KS2026-10-22
Creative Capital Management Investments LLC
6,454$297.1K0.1%ETFLowSan Diego, CA2026-10-28
Pinnacle Financial Group, LLC / IL
6,230$286.8K0.1%ETFVery LowWestern Springs, IL2026-10-29
Level Financial Advisors
6,190$284.9K0.1%ETFLowEast Amherst, NY2026-10-13
Robertson Stephens Wealth Management, LLC
6,164$283.7K0.0%ETFMediumSan Francisco, CA2026-10-16
StoneX Group Inc.
6,149$283.1K0.0%ETFMediumNew York, NY2026-11-03
Verus Capital Partners, LLC
6,109$281.2K0.0%GrowthLowScottsdale, AZ2026-11-03
KFG Wealth Management, LLC
6,025$277.3K0.0%ETFMediumGranger, IN2026-10-16
Omni 360 Wealth, Inc.
5,247$241.5K0.1%ETFLowPlainsboro, NJ2026-10-13
Birch Financial Group, LLC
5,241$241.2K0.1%CoreLowKeene, NH2026-10-27
Werba Rubin Papier Wealth Management
4,746$218.5K0.0%ETFLowSan Jose, CA2026-11-06
Csenge Advisory Group
4,741$218.2K0.0%ETFMediumClearwater, FL2026-11-04
US Bancorp \de\
4,566$210.2K0.0%IndexLowMinneapolis, MN2026-11-05
Fifth Third Bancorp
4,251$195.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Navigoe, LLC
3,998$184.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Blueline Advisors LLC
3,554$163.6K0.1%ETFLowExeter, NH2026-10-15
PNC Financial Services Group, Inc.
3,194$147.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Nemes Rush Group LLC
1,888$86.9K0.0%CoreVery LowNovi, MI2026-11-04
City State Bank
1,038$47.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Rossby Financial, LCC
764$35.2K0.0%ETFMediumMelbourne, FL2026-11-05
Parallel Advisors, LLC
485$22.3K0.0%IndexLowSan Francisco, CA2026-11-03
Flagship Wealth Advisors, LLC
391$18.0K0.0%ETFLowWakefield, MA2026-11-03
Tradewinds Capital Management, LLC
319$14.7K0.0%ETFVery HighBellingham, WA2026-10-23
RHL Group, LLC
262$12.1K0.0%ETFVery HighHolly, MI2026-11-04
Pinnacle Bancorp, Inc.
229$10.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Larson Financial Group LLC
125$5.8K0.0%GrowthLowSt Louis, MO2026-11-05
Capital Investment Advisory Services, LLC
47$2.2K0.0%CoreMediumRaleigh, NC2026-10-30
Oakworth Capital, Inc.
1$460.0%ETFLowBirmingham, AL2026-10-26