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Dimensional Short Duration (DFSD)

CUSIP: 25434V864 | NYSE | 635 institutional holders

Quarters

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

Apella Capital, LLC5,830,255
3.4% of portfolio›$272.0M
Root Financial Partners, LLC3,742,392
5.8% of portfolio›$173.9M
Vise Technologies, Inc.3,658,642
1.4% of portfolio›$170.0M
Savant Capital, LLC3,547,021
0.5% of portfolio›$164.8M
DiNuzzo Private Wealth, Inc.2,124,507
9.8% of portfolio›$98.7M
Great Waters Wealth Management2,114,712
8.8% of portfolio›$98.3M
Phillips Financial Management, LLC2,015,032
7.2% of portfolio›$93.6M
Rachor Investment Advisory Services, LLC1,582,725
35.6% of portfolio›$73.6M
Diversified Portfolios, Inc.1,314,157
4.2% of portfolio›$61.1M
CPA Asset Management Group, LLC1,213,275
15.8% of portfolio›$56.4M
Foster Group, Inc.1,111,336
1.4% of portfolio›$51.6M
55 North Private Wealth, LLC1,093,159
9.5% of portfolio›$50.8M
Assetmark, Inc1,069,553
0.1% of portfolio›$49.7M
RAM Investment Partners, LLC954,903
7.0% of portfolio›$44.4M
Woodward Financial Advisors, Inc.934,326
17.1% of portfolio›$43.4M
Park Avenue Securities LLC929,337
0.7% of portfolio›$43.2M
Altiora Financial Group, LLC895,436
6.8% of portfolio›$41.6M
Signature Resources Capital Management, LLC875,216
17.2% of portfolio›$40.7M
Eclectic Associates Inc873,006
4.5% of portfolio›$40.6M
Wheelhouse Advisory Group LLC864,767
10.6% of portfolio›$40.2M
Maseco LLP838,377
1.1% of portfolio›$39.0M
Elser Financial Planning, Inc818,735
1.7% of portfolio›$38.0M
Cornerstone Wealth Partners, LLC698,387
12.9% of portfolio›$32.5M
Northwest Wealth Management, LLC684,423
4.1% of portfolio›$31.8M
Parkshore Wealth Management, Inc.629,274
7.4% of portfolio›$29.2M
Valued Wealth Advisors LLC624,555
10.0% of portfolio›$29.0M
Farther Finance Advisors, LLC624,004
0.2% of portfolio›$29.0M
Legacy Financial Group, Inc.618,169
6.5% of portfolio›$28.7M
Allegiance Financial Group Advisory Services LLC612,611
4.6% of portfolio›$28.5M
Mattern Wealth Management LLC588,794
4.4% of portfolio›$27.4M
Guardian Wealth Management, LLC583,477
7.7% of portfolio›$27.1M
SC&H Financial Advisors, Inc.563,845
3.6% of portfolio›$26.2M
Market Street Wealth Management Advisors LLC555,735
3.7% of portfolio›$25.8M
Commonwealth Equity Services, LLC544,606
0.0% of portfolio›$25.3M
Keyes, Stange & Wooten Wealth Management, LLC542,324
11.8% of portfolio›$25.2M
Three Arch Wealth Management LLC540,568
4.0% of portfolio›$25.1M
Foundry Financial LLC516,289
7.5% of portfolio›$24.0M
Cambridge Investment Research Advisors, Inc.505,327
0.1% of portfolio›$23.5M
Vestment Financial LLC501,820
10.4% of portfolio›$23.3M
Pacific Asset Management, LLC465,166
10.6% of portfolio›$21.6M
SageOak Financial, LLC443,070
13.4% of portfolio›$20.6M
Factor Wealth Management LTD437,367
3.1% of portfolio›$20.3M
Verisail Partners, LLC435,538
7.5% of portfolio›$20.2M
BCU Wealth Advisors, LLC431,344
6.5% of portfolio›$20.0M
Onyx Financial Advisors, LLC426,830
7.1% of portfolio›$19.8M
Essential Planning, Llc.426,557
5.4% of portfolio›$19.8M
AlphaStar Capital Management, LLC425,189
1.2% of portfolio›$19.8M
Integrity Advisory Solutions, LLC416,166
2.0% of portfolio›$19.3M
Live Oak Private Wealth LLC407,856
2.3% of portfolio›$19.0M
Nova R Wealth, Inc.400,263
5.4% of portfolio›$18.6M
Integrity Alliance, Llc.395,252
0.6% of portfolio›$18.4M
Cornerstone Management, Inc.391,757
2.7% of portfolio›$18.2M
BCO Wealth Management LLC373,603
9.4% of portfolio›$17.4M
Wolfstich Capital, LLC360,398
13.6% of portfolio›$16.7M
Brady Martz Wealth Solutions, LLC348,690
2.4% of portfolio›$16.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors343,786
0.8% of portfolio›$16.0M
Prudent Investor Advisors, LLC340,276
12.4% of portfolio›$15.8M
Kondo Wealth Advisors, Inc.338,725
5.2% of portfolio›$15.7M
Oceanside Advisors LLC336,276
9.6% of portfolio›$15.6M
Studio Investment Management LLC336,232
2.7% of portfolio›$15.6M
Werba Rubin Papier Wealth Management334,794
1.8% of portfolio›$15.6M
AWM Capital, LLC328,196
1.1% of portfolio›$15.3M
Beacon Hill Wealth Management Ltd.326,852
9.2% of portfolio›$15.2M
Shira Ridge Wealth Management321,666
5.2% of portfolio›$14.9M
Fonville Wealth Management LLC320,892
2.2% of portfolio›$14.9M
Friday Financial318,461
2.9% of portfolio›$14.8M
Client 1ST Advisory Group, LLC316,042
3.8% of portfolio›$14.7M
Sterling Wealth Management, Inc.315,777
3.8% of portfolio›$14.7M
City State Bank314,097
3.3% of portfolio›$14.6M
AA Financial Advisors, LLC313,157
1.7% of portfolio›$14.6M
Truist Financial Corp310,813
0.0% of portfolio›$14.4M
Stevens Capital Partners298,675
2.4% of portfolio›$13.9M
Kestra Investment Management, LLC288,032
0.3% of portfolio›$13.4M
Gradient Capital Advisors, LLC281,134
3.0% of portfolio›$13.1M
Selective Wealth Management, Inc.279,060
3.0% of portfolio›$13.1M
Bay Harbor Wealth Management, LLC269,496
2.8% of portfolio›$12.5M
Wilkerson Advisory Group LLC257,942
3.6% of portfolio›$12.0M
StrongBox Wealth, LLC248,592
3.1% of portfolio›$11.6M
Chicago Partners Investment Group LLC245,783
0.2% of portfolio›$11.5M
Family Wealth Partners, LLC235,289
3.3% of portfolio›$10.9M
Yardley Wealth Management LLC234,122
4.8% of portfolio›$10.9M
Concord Wealth Partners226,175
1.2% of portfolio›$10.5M
Discipline Wealth Solutions, LLC211,439
0.9% of portfolio›$9.8M
Mills Wealth Advisors LLC209,421
3.1% of portfolio›$9.7M
Cambridge Capital Management, LLC206,409
3.6% of portfolio›$9.6M
Bdfs Capital LLC200,344
4.6% of portfolio›$9.3M
Peirce Capital Management, LLC199,717
3.4% of portfolio›$9.3M
Heritage Investment Group, Inc.199,564
1.3% of portfolio›$9.3M
SAX Wealth Advisors, LLC197,358
0.3% of portfolio›$9.2M
Wealth Enhancement Advisory Services, LLC195,976
0.0% of portfolio›$9.1M
Heffernan Advisory, Inc191,280
6.0% of portfolio›$8.9M
Belleair Asset Management, LLC190,815
7.5% of portfolio›$8.9M
Indivisible Partners189,691
0.4% of portfolio›$8.8M
Squire Investment Management Company, LLC188,826
2.1% of portfolio›$8.8M
Triumph Capital Management180,761
1.5% of portfolio›$8.4M
Kane Co Wealth Management, Inc.177,707
6.6% of portfolio›$8.3M
Meredith Wealth Planning176,763
2.1% of portfolio›$8.2M
Dynamic Advisor Solutions LLC173,941
0.2% of portfolio›$8.1M
Burk Holdings LLC173,513
2.8% of portfolio›$8.1M
Torren Management, LLC169,397
3.9% of portfolio›$7.9M
Kestra Advisory Services, LLC168,421
0.0% of portfolio›$7.8M
Index Fund Advisors, Inc.167,255
0.3% of portfolio›$7.8M
Parker Financial LLC165,731
2.8% of portfolio›$7.7M
Signature Estate & Investment Advisors LLC162,936
0.1% of portfolio›$7.6M
CFS Investment Advisory Services, LLC162,420
0.5% of portfolio›$7.6M
Approach Retirement Advisors, LLC160,957
5.5% of portfolio›$7.5M
Babb Wealth Advisors LLC153,793
3.3% of portfolio›$7.1M
New Dimensions Wealth Management, LLC147,938
4.9% of portfolio›$6.9M
BOS Asset Management, LLC142,824
1.6% of portfolio›$6.6M
XY Planning Network, Inc.140,300
0.7% of portfolio›$6.5M
Kooman & Associates139,462
1.7% of portfolio›$6.5M
SpringVest Wealth Management LLC135,734
3.8% of portfolio›$6.3M
Aerodigm Wealth, LLC134,473
2.2% of portfolio›$6.2M
Thrivent Financial for Lutherans134,383
0.0% of portfolio›$6.2M
Simplicity Wealth,LLC133,374
0.2% of portfolio›$6.2M
Diversify Wealth Management, LLC132,985
0.1% of portfolio›$6.2M
Diversify Advisory Services, LLC132,985
0.1% of portfolio›$6.2M
Keystone Financial Group, Inc.132,733
3.3% of portfolio›$6.2M
Aspirean Wealth, LLC123,815
5.3% of portfolio›$5.8M
Prism Planning Partners LLC122,026
5.4% of portfolio›$5.7M
Mustard Seed Financial, LLC117,678
2.8% of portfolio›$5.5M
Thayer Financial, L.L.C.114,826
4.8% of portfolio›$5.3M
SwitchPoint Financial Planning, LLC114,501
3.0% of portfolio›$5.3M
Burney Co/111,671
0.1% of portfolio›$5.2M
CogentBlue Wealth Advisors, LLC109,766
4.7% of portfolio›$5.1M
Krilogy Financial LLC108,828
0.1% of portfolio›$5.1M
Vestia Personal Wealth Advisors106,596
1.9% of portfolio›$5.0M
Penney Financial, LLC101,686
1.4% of portfolio›$4.7M
Citigroup Inc99,315
0.0% of portfolio›$4.6M
Sowell Financial Services LLC94,377
0.1% of portfolio›$4.4M
TCP Asset Management, LLC91,508
0.5% of portfolio›$4.3M
Shore Point Advisors, LLC89,101
1.3% of portfolio›$4.1M
Apollon Wealth Management, LLC88,099
0.0% of portfolio›$4.1M
Outbound Financial Inc87,098
2.6% of portfolio›$4.0M
Porter White Investment Advisors, Inc.86,386
2.5% of portfolio›$4.0M
Porter White Investment Advisors, Inc.86,386
2.5% of portfolio›$4.0M
RCS Financial Planning, LLC85,481
2.2% of portfolio›$4.0M
RFG Advisory, LLC80,170
0.1% of portfolio›$3.7M
Kaufman Rossin Wealth, LLC78,854
1.5% of portfolio›$3.7M
SeedSafe Financial LLC78,466
2.7% of portfolio›$3.6M
Aspire Private Capital, LLC76,191
0.7% of portfolio›$3.5M
Graves Light Lenhart Wealth, Inc.71,240
0.3% of portfolio›$3.3M
EverSource Wealth Advisors, LLC70,954
0.1% of portfolio›$3.3M
Baker Tilly Wealth Management, LLC68,711
0.6% of portfolio›$3.2M
Rockwood Wealth Management, LLC68,515
0.2% of portfolio›$3.2M
Wealth Advisors Northwest LLC66,047
1.0% of portfolio›$3.1M
Acorn Wealth Advisors, LLC64,562
0.7% of portfolio›$3.0M
Powerhouse Assets LLC63,275
2.4% of portfolio›$2.9M
SJS Investment Consulting Inc.62,143
0.3% of portfolio›$2.9M
ProCore Advisors, LLC60,989
3.5% of portfolio›$2.8M
Accurate Wealth Management, LLC59,250
0.2% of portfolio›$2.8M
Creative Planning54,959
0.0% of portfolio›$2.6M
Integrated Advisors Network LLC53,618
0.1% of portfolio›$2.5M
TCI Wealth Advisors, Inc.53,170
0.1% of portfolio›$2.5M
IFP Advisors, Inc53,107
0.0% of portfolio›$2.5M
Wheels Up Wealth, Inc.52,858
2.1% of portfolio›$2.5M
Kestra Private Wealth Services, LLC52,539
0.0% of portfolio›$2.4M
Lynx Capital Group LTD51,862
0.9% of portfolio›$2.4M
RW Investment Management LLC48,102
0.2% of portfolio›$2.2M
Narus Financial Partners, LLC46,987
0.6% of portfolio›$2.2M
Maryland Capital Advisors Inc.46,962
0.7% of portfolio›$2.2M
Hippocratic Financial Advisors, LLC46,331
0.8% of portfolio›$2.2M
Triad Wealth Partners, LLC44,406
0.1% of portfolio›$2.1M
Straight Path Wealth Management41,344
0.4% of portfolio›$1.9M
Foundation Wealth Management, Llc\pa40,793
0.6% of portfolio›$1.9M
BetterWealth, LLC40,257
0.3% of portfolio›$1.9M
Sutton Place Investors LLC38,946
0.9% of portfolio›$1.8M
Capstone Wealth Management, LLC38,702
0.8% of portfolio›$1.8M
Mission Wealth Management, LP37,138
0.0% of portfolio›$1.7M
JDH Wealth Management, LLC36,220
1.0% of portfolio›$1.7M
Quarry Hill Advisors, LLC36,165
0.6% of portfolio›$1.7M
Pillar Financial Advisors, LLC36,140
0.9% of portfolio›$1.7M
Forza Wealth Management, LLC33,200
0.4% of portfolio›$1.5M
PFG Advisors33,098
0.1% of portfolio›$1.5M
Abacus Wealth Partners, LLC32,836
0.2% of portfolio›$1.5M
Samalin Investment Counsel, LLC31,358
0.5% of portfolio›$1.5M
Firethorn Wealth Partners, LLC31,096
0.5% of portfolio›$1.4M
Hartmann Taylor Wealth Management, LLC30,874
0.8% of portfolio›$1.4M
DecisionMap Wealth Management, LLC30,790
0.8% of portfolio›$1.4M
Washington Trust Advisors, Inc.30,379
0.1% of portfolio›$1.4M
Five Oceans Advisors30,069
0.5% of portfolio›$1.4M
Cypress Financial Planning LLC30,020
0.4% of portfolio›$1.4M
Modera Wealth Management, LLC29,033
0.0% of portfolio›$1.3M
Verus Financial Partners, Inc.28,529
0.1% of portfolio›$1.3M
Elevate Wealth Advisory, Inc27,110
0.6% of portfolio›$1.3M
CSP Financial Group, LLC25,629
1.2% of portfolio›$1.2M
HMV Wealth Advisors, LLC24,758
0.4% of portfolio›$1.2M
StoneX Group Inc.24,735
0.0% of portfolio›$1.2M
Barry Investment Advisors, LLC24,468
0.2% of portfolio›$1.1M
Claro Advisors Inc.23,209
0.1% of portfolio›$1.1M
Solutions 4 Wealth, Ltd22,292
1.2% of portfolio›$1.0M
Omni 360 Wealth, Inc.20,919
0.4% of portfolio›$972.2K
Prospera Financial Services Inc20,540
0.0% of portfolio›$962.8K
Two West Capital Advisors LLC20,062
0.5% of portfolio›$931.9K
USAdvisors Wealth Management, LLC19,309
1.0% of portfolio›$897.0K
Leading Edge Financial Planning LLC19,168
0.2% of portfolio›$890.8K
Blossom Wealth Management19,123
1.2% of portfolio›$888.7K
Williams & Novak Wealth Management, LLC18,756
0.5% of portfolio›$871.6K
Ashton Thomas Private Wealth, LLC18,752
0.0% of portfolio›$871.4K
Dixon Fnancial Services, Inc.18,601
0.3% of portfolio›$864.4K
Donalies Financial Planning, LLC18,361
0.6% of portfolio›$853.3K
Timonier Family Office, Ltd.17,579
0.3% of portfolio›$816.9K
Ballast Rock Private Wealth LLC17,489
0.4% of portfolio›$812.7K
Financial Symmetry Inc16,998
0.3% of portfolio›$789.9K
MGO One Seven LLC16,763
0.0% of portfolio›$779.0K
Andrews, Lucia Wealth Management LLC16,400
0.4% of portfolio›$762.2K
Forthright Family Wealth Advisory LLC15,874
0.4% of portfolio›$737.7K
Navigoe, LLC15,501
0.4% of portfolio›$720.0K
Herold Advisors, Inc.15,274
0.1% of portfolio›$709.8K
Facet Wealth, Inc.14,855
0.0% of portfolio›$690.3K
Nautilus Advisors LLC13,124
0.4% of portfolio›$609.9K
Plancorp, LLC13,015
0.0% of portfolio›$610.0K
Stirlingshire Investments, Inc.12,819
0.4% of portfolio›$595.7K
Victory Financial Group, LLC12,691
0.1% of portfolio›$589.8K
Stewardship Advisors, LLC12,288
0.1% of portfolio›$571.0K
Glass Jacobson Investment Advisors llc12,207
0.2% of portfolio›$567.3K
Cogent Strategic Wealth LLC11,661
0.5% of portfolio›$541.9K
Builder Investment Group Inc11,529
0.1% of portfolio›$535.8K
RED Lighthouse Investment Management, LLC11,375
0.2% of portfolio›$528.6K
Austin Asset Management Co Inc11,309
0.1% of portfolio›$525.5K
HB Wealth Management, LLC11,098
0.0% of portfolio›$515.8K
Investmark Advisory Group LLC10,262
0.2% of portfolio›$476.9K
HFG Wealth Management, LLC10,237
0.5% of portfolio›$488.8K
CLG LLC10,197
0.1% of portfolio›$473.9K
Lauterbach Financial Advisors, LLC9,509
0.2% of portfolio›$441.9K
Core Wealth Management, Inc.9,447
0.1% of portfolio›$439.0K
Oath Planning, LLC9,441
0.3% of portfolio›$438.8K
Forum Financial Management, LP8,916
0.0% of portfolio›$414.3K
Everest Financial Group LLC8,809
0.0% of portfolio›$409.4K
AdvisorNet Financial, Inc8,768
0.0% of portfolio›$409.5K
marrick wealth, LLC8,381
0.3% of portfolio›$389.5K
Total Investment Management Inc8,051
0.0% of portfolio›$374.1K
International Private Wealth Advisors LLC7,914
0.2% of portfolio›$367.8K
Tandemgrowth Financial Advisors LLC7,206
0.3% of portfolio›$334.9K
Shearwater Capital LLC7,095
0.2% of portfolio›$329.7K
Summit Wealth Group LLC / Co6,978
0.0% of portfolio›$324.3K
Hutchens & Kramer Investment Management Group, LLC6,750
0.1% of portfolio›$313.7K
Venture Visionary Partners LLC6,657
0.0% of portfolio›$309.4K
25 LLC6,571
0.1% of portfolio›$305.4K
Matisse Capital6,500
0.1% of portfolio›$302.1K
Jm2 Capital Inc.6,478
0.2% of portfolio›$301.0K
Reyes Financial Architecture, Inc.6,436
0.2% of portfolio›$299.1K
Tassel Capital Management, Inc.6,435
0.1% of portfolio›$299.1K
Acropolis Investment Management, LLC6,315
0.0% of portfolio›$293.5K
Abel Hall, LLC6,232
0.1% of portfolio›$289.6K
Kelly Financial Group LLC6,141
0.1% of portfolio›$285.4K
Fortitude Advisory Group L.L.C.5,956
0.1% of portfolio›$276.8K
Regions Financial Corp5,818
0.0% of portfolio›$270.4K
Kingswood Wealth Advisors, LLC5,812
0.0% of portfolio›$270.1K
Security Financial Services, Inc.5,773
0.0% of portfolio›$268.3K
LAM Group, Inc.5,605
0.1% of portfolio›$260.5K
Ballew Advisors, Inc5,321
0.1% of portfolio›$247.5K
Concurrent Investment Advisors, LLC5,063
0.0% of portfolio›$235.3K
BankChampaign, National Association5,059
0.2% of portfolio›$235.1K
Tcfg Investment Advisors, LLC4,829
0.1% of portfolio›$224.4K
FinDec Wealth Services, Inc.4,815
0.3% of portfolio›$223.8K
Patriot Financial Group Insurance Agency, LLC4,746
0.0% of portfolio›$220.6K
Glenview Trust Co4,534
0.0% of portfolio›$210.7K
Midwest Trust Co4,525
0.0% of portfolio›$210.3K
rebel Financial LLC4,343
0.1% of portfolio›$201.8K
Canvas Wealth Advisors, LLC4,304
0.0% of portfolio›$201.3K
Central Trust Co3,545
0.0% of portfolio›$164.7K
Montgomery Financial Services LLC3,380
0.1% of portfolio›$157.1K
Fifth Third Bancorp3,215
0.0% of portfolio›$149.4K
Align Financial, LLC2,574
0.1% of portfolio›$119.6K
RHL Group, LLC2,432
0.1% of portfolio›$113.0K
Larson Financial Group LLC2,363
0.0% of portfolio›$109.8K
PNC Financial Services Group, Inc.2,360
0.0% of portfolio›$109.7K
Physician Wealth Advisors, Inc.2,120
0.0% of portfolio›$98.5K
Smallwood Wealth Investment Management, LLC2,000
0.0% of portfolio›$92.9K
Oakworth Capital, Inc.1,308
0.0% of portfolio›$60.8K
Arlington Trust Co LLC1,111
0.0% of portfolio›$51.6K
Balance Wealth Partners LLC1,089
0.0% of portfolio›$50.6K
Parallel Advisors, LLC860
0.0% of portfolio›$40.0K
Rossby Financial, LCC805
0.0% of portfolio›$37.4K
Mather Group, Llc.800
0.0% of portfolio›$37.2K
Nova Financial LLC615
0.0% of portfolio›$28.6K
MilWealth Group LLC581
0.0% of portfolio›$27.0K
Vermillion Wealth Management, Inc.509
0.0% of portfolio›$23.7K
DecisionPoint Financial, LLC485
0.0% of portfolio›$22.6K
Signature Equity Partners, LLC460
0.0% of portfolio›$21.4K
3 Factor Indexing, LLC307
0.0% of portfolio›$14.3K
Chapman Financial Group, LLC267
0.0% of portfolio›$12.4K
Silver Grove Financial Group, Inc.224
0.0% of portfolio›$10.4K
Clean Yield Group203
0.0% of portfolio›$9.4K
Tradewinds Capital Management, LLC130
0.0% of portfolio›$6.1K
US Bancorp \de\2
0.0% of portfolio›$93
StyleTurnoverLocationFiled
Apella Capital, LLC
5,830,255$272.0M3.4%ETFVery LowWest Hartford, CT2026-10-08
Root Financial Partners, LLC
3,742,392$173.9M5.8%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
3,658,642$170.0M1.4%IndexLowNew York, NY2026-10-29
Savant Capital, LLC
3,547,021$164.8M0.5%IndexVery LowRockford, IL2026-11-06
DiNuzzo Private Wealth, Inc.
2,124,507$98.7M9.8%ETFLowBeaver, PA2026-10-16
Great Waters Wealth Management
2,114,712$98.3M8.8%ETFVery LowShoreview, MN2026-10-07
Phillips Financial Management, LLC
2,015,032$93.6M7.2%ETFVery LowFort Wayne, IN2026-10-19
Rachor Investment Advisory Services, LLC
1,582,725$73.6M35.6%ETFVery LowLinden, MI2026-10-29
Diversified Portfolios, Inc.
1,314,157$61.1M4.2%ETFLowBloomfield Hills, MI2026-11-04
CPA Asset Management Group, LLC
1,213,275$56.4M15.8%ETFMediumWest Palm Beach, FL2026-10-26
Foster Group, Inc.
1,111,336$51.6M1.4%ETFVery LowUrbandale, IA2026-10-13
55 North Private Wealth, LLC
1,093,159$50.8M9.5%ETFLowWinter Park, FL2026-10-20
Assetmark, Inc
1,069,553$49.7M0.1%ETFLowConcord, CA2026-10-21
RAM Investment Partners, LLC
954,903$44.4M7.0%ETFLowBellevue, WA2026-10-21
Woodward Financial Advisors, Inc.
934,326$43.4M17.1%ETFVery LowChapel Hill, NC2026-10-19
Park Avenue Securities LLC
929,337$43.2M0.7%ETFMediumNew York, NY2026-10-26
Altiora Financial Group, LLC
895,436$41.6M6.8%ETFLowLebanon, OH2026-11-04
Signature Resources Capital Management, LLC
875,216$40.7M17.2%ETFLowNewport Beach, CA2026-10-16
Eclectic Associates Inc
873,006$40.6M4.5%ETFVery LowFullerton, CA2026-10-09
Wheelhouse Advisory Group LLC
864,767$40.2M10.6%ETFVery LowSt. Louis, MO2026-10-20
Maseco LLP
838,377$39.0M1.1%ETFVery LowLondon, United Kingdom2026-10-27
Elser Financial Planning, Inc
818,735$38.0M1.7%GARPLowIndianapolis, IN2026-10-16
Cornerstone Wealth Partners, LLC
698,387$32.5M12.9%ETFVery LowOkemos, MI2026-10-28
Northwest Wealth Management, LLC
684,423$31.8M4.1%ETFLowSpencer, IA2026-10-30
Parkshore Wealth Management, Inc.
629,274$29.2M7.4%ETFLowGranite Bay, CA2026-10-13
Valued Wealth Advisors LLC
624,555$29.0M10.0%IndexVery LowHolladay, UT2026-11-05
Farther Finance Advisors, LLC
624,004$29.0M0.2%IndexLowSan Francisco, CA2026-10-08
Legacy Financial Group, Inc.
618,169$28.7M6.5%ETFLowTulsa, OK2026-10-21
Allegiance Financial Group Advisory Services LLC
612,611$28.5M4.6%ETFLowVienna, VA2026-11-02
Mattern Wealth Management LLC
588,794$27.4M4.4%ETFVery LowLawrence, KS2026-11-04
Guardian Wealth Management, LLC
583,477$27.1M7.7%ETFVery LowChattanooga, TN2026-10-14
SC&H Financial Advisors, Inc.
563,845$26.2M3.6%ETFVery LowHunt Valley, MD2026-10-14
Market Street Wealth Management Advisors LLC
555,735$25.8M3.7%ETFMediumIndianapolis, IN2026-10-09
Commonwealth Equity Services, LLC
544,606$25.3M0.0%ETFLowWaltham, MA2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
542,324$25.2M11.8%ETFVery LowDaytona Beach, FL2026-11-03
Three Arch Wealth Management LLC
540,568$25.1M4.0%ETFVery LowIrvine, CA2026-10-20
Foundry Financial LLC
516,289$24.0M7.5%ETFMediumPasadena, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
505,327$23.5M0.1%ETFLowFairfield, IA2026-11-02
Vestment Financial LLC
501,820$23.3M10.4%ETFVery LowChanhassen, MN2026-10-13
Pacific Asset Management, LLC
465,166$21.6M10.6%ETFVery LowGig Harbor, WA2026-10-15
SageOak Financial, LLC
443,070$20.6M13.4%ETFLowTulsa, OK2026-10-19
Factor Wealth Management LTD
437,367$20.3M3.1%ETFLowChicago, IL2026-10-08
Verisail Partners, LLC
435,538$20.2M7.5%ETFVery LowChamblee, GA2026-10-19
BCU Wealth Advisors, LLC
431,344$20.0M6.5%ETFLowVernon Hills, IL2026-10-16
Onyx Financial Advisors, LLC
426,830$19.8M7.1%ETFVery LowIdaho Falls, ID2026-10-21
Essential Planning, Llc.
426,557$19.8M5.4%ETFLowPortsmouth, NH2026-10-21
AlphaStar Capital Management, LLC
425,189$19.8M1.2%ETFMediumCornelius, NC2026-10-16
Integrity Advisory Solutions, LLC
416,166$19.3M2.0%ETFMediumDallas, TX2026-10-29
Live Oak Private Wealth LLC
407,856$19.0M2.3%ValueLowWilmington, NC2026-11-02
Nova R Wealth, Inc.
400,263$18.6M5.4%ETFLowOverland Park, KS2026-10-26
Integrity Alliance, Llc.
395,252$18.4M0.6%ETFMediumUrbandale, IA2026-10-29
Cornerstone Management, Inc.
391,757$18.2M2.7%ETFVery LowDuluth, GA2026-10-16
BCO Wealth Management LLC
373,603$17.4M9.4%ETFLowCarlsbad, NM2026-10-14
Wolfstich Capital, LLC
360,398$16.7M13.6%ETFMediumMedfield, MA2026-10-14
Brady Martz Wealth Solutions, LLC
348,690$16.2M2.4%ETFLowGrand Forks, ND2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
343,786$16.0M0.8%ETFMediumWestlake, OH2026-10-14
Prudent Investor Advisors, LLC
340,276$15.8M12.4%ETFN/AFolsom, CA2026-10-22
Kondo Wealth Advisors, Inc.
338,725$15.7M5.2%ETFVery LowPasadena, CA2026-10-19
Oceanside Advisors LLC
336,276$15.6M9.6%ETFVery LowMount Pleasant, SC2026-11-03
Studio Investment Management LLC
336,232$15.6M2.7%ETFLowChicago, IL2026-10-22
Werba Rubin Papier Wealth Management
334,794$15.6M1.8%ETFLowSan Jose, CA2026-11-06
AWM Capital, LLC
328,196$15.3M1.1%ETFLowPhoenix, AZ2026-10-16
Beacon Hill Wealth Management Ltd.
326,852$15.2M9.2%ETFN/AVictoria, UAE2026-10-21
Shira Ridge Wealth Management
321,666$14.9M5.2%ETFLowLarkspur, CA2026-10-09
Fonville Wealth Management LLC
320,892$14.9M2.2%ETFVery LowRichmond, VA2026-10-28
Friday Financial
318,461$14.8M2.9%ETFVery LowDubuque, IA2026-10-09
Client 1ST Advisory Group, LLC
316,042$14.7M3.8%ETFVery LowDunedin, FL2026-10-19
Sterling Wealth Management, Inc.
315,777$14.7M3.8%ETFLowChampaign, IL2026-10-23
City State Bank
314,097$14.6M3.3%GrowthVery LowNorwalk, IA2026-10-20
AA Financial Advisors, LLC
313,157$14.6M1.7%ETFMediumColumbus, OH2026-10-19
Truist Financial Corp
310,813$14.4M0.0%CoreLowCharlotte, NC2026-10-30
Stevens Capital Partners
298,675$13.9M2.4%ETFVery LowOmaha, NE2026-10-29
Kestra Investment Management, LLC
288,032$13.4M0.3%ETFMediumAustin, TX2026-11-04
Gradient Capital Advisors, LLC
281,134$13.1M3.0%ETFLowSan Diego, CA2026-10-21
Selective Wealth Management, Inc.
279,060$13.1M3.0%ETFLowForest, VA2026-10-16
Bay Harbor Wealth Management, LLC
269,496$12.5M2.8%ETFMediumHunt Valley, MD2026-11-03
Wilkerson Advisory Group LLC
257,942$12.0M3.6%ETFMediumColumbia, MO2026-10-20
StrongBox Wealth, LLC
248,592$11.6M3.1%GrowthLowLee'S Summit, MO2026-11-02
Chicago Partners Investment Group LLC
245,783$11.5M0.2%GARPLowChicago, IL2026-10-27
Family Wealth Partners, LLC
235,289$10.9M3.3%ETFLowMatthews, NC2026-10-20
Yardley Wealth Management LLC
234,122$10.9M4.8%ETFVery LowYardley, PA2026-10-23
Concord Wealth Partners
226,175$10.5M1.2%GrowthLowAbingdon, VA2026-11-02
Discipline Wealth Solutions, LLC
211,439$9.8M0.9%ETFLowGreenville, SC2026-10-14
Mills Wealth Advisors LLC
209,421$9.7M3.1%ETFMediumSouthlake, TX2026-10-22
Cambridge Capital Management, LLC
206,409$9.6M3.6%ETFVery LowO'Fallon, IL2026-10-19
Bdfs Capital LLC
200,344$9.3M4.6%ETFLowRehoboth Beach, DE2026-10-14
Peirce Capital Management, LLC
199,717$9.3M3.4%ETFLowThe Woodlands, TX2026-10-19
Heritage Investment Group, Inc.
199,564$9.3M1.3%ETFVery LowPompano Beach, FL2026-11-03
SAX Wealth Advisors, LLC
197,358$9.2M0.3%ETFVery LowParsippany, NJ2026-10-13
Wealth Enhancement Advisory Services, LLC
195,976$9.1M0.0%CoreLowPlymouth, MN2026-10-13
Heffernan Advisory, Inc
191,280$8.9M6.0%ETFLowFlagstaff, AZ2026-10-13
Belleair Asset Management, LLC
190,815$8.9M7.5%ETFVery LowBelleair Bluffs, FL2026-11-03
Indivisible Partners
189,691$8.8M0.4%GrowthMediumClearwater, FL2026-10-26
Squire Investment Management Company, LLC
188,826$8.8M2.1%ETFVery LowOrem, UT2026-11-03
Triumph Capital Management
180,761$8.4M1.5%ETFMediumDenver, CO2026-10-14
Kane Co Wealth Management, Inc.
177,707$8.3M6.6%ETFVery LowJohnston, IA2026-11-04
Meredith Wealth Planning
176,763$8.2M2.1%ETFLowMaryville, IL2026-10-14
Dynamic Advisor Solutions LLC
173,941$8.1M0.2%ETFLowPhoenix, AZ2026-10-13
Burk Holdings LLC
173,513$8.1M2.8%ETFVery LowTulsa, OK2026-11-05
Torren Management, LLC
169,397$7.9M3.9%ETFMediumSan Diego, CA2026-10-29
Kestra Advisory Services, LLC
168,421$7.8M0.0%CoreLowAustin, TX2026-11-02
Index Fund Advisors, Inc.
167,255$7.8M0.3%ETFVery LowIrvine, CA2026-11-05
Parker Financial LLC
165,731$7.7M2.8%ETFVery LowSilverdale, WA2026-11-05
Signature Estate & Investment Advisors LLC
162,936$7.6M0.1%ETFMediumLos Angeles, CA2026-10-13
CFS Investment Advisory Services, LLC
162,420$7.6M0.5%ETFMediumTotowa, NJ2026-10-19
Approach Retirement Advisors, LLC
160,957$7.5M5.5%ETFLowVestavia, AL2026-10-22
Babb Wealth Advisors LLC
153,793$7.1M3.3%ETFVery LowFlagstaff, AZ2026-10-30
New Dimensions Wealth Management, LLC
147,938$6.9M4.9%ETFVery LowAllen, TX2026-11-02
BOS Asset Management, LLC
142,824$6.6M1.6%ETFLowSpringfield, IL2026-10-09
XY Planning Network, Inc.
140,300$6.5M0.7%ETFLowBozeman, MT2026-10-14
Kooman & Associates
139,462$6.5M1.7%ETFLowAltoona, PA2026-10-21
SpringVest Wealth Management LLC
135,734$6.3M3.8%ETFLowDallas, TX2026-10-27
Aerodigm Wealth, LLC
134,473$6.2M2.2%ETFLowLake Oswego, OR2026-10-16
Thrivent Financial for Lutherans
134,383$6.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Simplicity Wealth,LLC
133,374$6.2M0.2%ETFLowSummit, NJ2026-10-23
Diversify Wealth Management, LLC
132,985$6.2M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
132,985$6.2M0.1%GrowthLowSandy, UT2026-10-20
Keystone Financial Group, Inc.
132,733$6.2M3.3%ETFLowAtlanta, GA2026-10-13
Aspirean Wealth, LLC
123,815$5.8M5.3%ETFN/AMill Valley, CA2026-11-03
Prism Planning Partners LLC
122,026$5.7M5.4%ETFVery LowLibertyville, IL2026-10-27
Mustard Seed Financial, LLC
117,678$5.5M2.8%ETFLowMagnolia, AR2026-10-30
Thayer Financial, L.L.C.
114,826$5.3M4.8%ETFMediumHickory, NC2026-10-21
SwitchPoint Financial Planning, LLC
114,501$5.3M3.0%ETFVery LowLehi, UT2026-11-02
Burney Co/
111,671$5.2M0.1%GARPMediumReston, VA2026-10-15
CogentBlue Wealth Advisors, LLC
109,766$5.1M4.7%ETFLowKnoxville, TN2026-10-09
Krilogy Financial LLC
108,828$5.1M0.1%GrowthLowSt. Louis, MO2026-10-13
Vestia Personal Wealth Advisors
106,596$5.0M1.9%ETFMediumFort Wayne, IN2026-10-20
Penney Financial, LLC
101,686$4.7M1.4%ETFMediumHouston, TX2026-10-20
Citigroup Inc
99,315$4.6M0.0%CoreMediumNew York, NY2026-11-04
Sowell Financial Services LLC
94,377$4.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
TCP Asset Management, LLC
91,508$4.3M0.5%ETFLowUpper Arlington, OH2026-10-14
Shore Point Advisors, LLC
89,101$4.1M1.3%ETFLowBrielle, NJ2026-10-14
Apollon Wealth Management, LLC
88,099$4.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Outbound Financial Inc
87,098$4.0M2.6%ETFLowBoulder, CO2026-10-13
Porter White Investment Advisors, Inc.
86,386$4.0M2.5%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
86,386$4.0M2.5%ETFVery LowBirmingham, AL2026-10-14
RCS Financial Planning, LLC
85,481$4.0M2.2%ETFMediumAnnapolis, MD2026-10-14
RFG Advisory, LLC
80,170$3.7M0.1%ETFMediumBirmingham, AL2026-11-03
Kaufman Rossin Wealth, LLC
78,854$3.7M1.5%ETFLowMiami, FL2026-10-19
SeedSafe Financial LLC
78,466$3.6M2.7%ETFVery LowAustin, TX2026-11-02
Aspire Private Capital, LLC
76,191$3.5M0.7%ETFMediumCornelius, NC2026-11-05
Graves Light Lenhart Wealth, Inc.
71,240$3.3M0.3%ETFVery LowHarrisonburg, VA2026-10-09
EverSource Wealth Advisors, LLC
70,954$3.3M0.1%CoreMediumBirmingham, AL2026-11-04
Baker Tilly Wealth Management, LLC
68,711$3.2M0.6%GrowthLowMadison, WI2026-10-05
Rockwood Wealth Management, LLC
68,515$3.2M0.2%ETFVery LowNew Hope, PA2026-10-27
Wealth Advisors Northwest LLC
66,047$3.1M1.0%ETFLowPortland, OR2026-10-29
Acorn Wealth Advisors, LLC
64,562$3.0M0.7%ETFLowGrand Blanc, MI2026-10-19
Powerhouse Assets LLC
63,275$2.9M2.4%ETFVery LowLincoln, MA2026-10-19
SJS Investment Consulting Inc.
62,143$2.9M0.3%ETFVery LowSylvania, OH2026-10-26
ProCore Advisors, LLC
60,989$2.8M3.5%GARPLowNewport Beach, CA2026-10-14
Accurate Wealth Management, LLC
59,250$2.8M0.2%CoreMediumWesley Chapel, FL2026-10-20
Creative Planning
54,959$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Integrated Advisors Network LLC
53,618$2.5M0.1%GrowthMediumDallas, TX2026-10-20
TCI Wealth Advisors, Inc.
53,170$2.5M0.1%ETFLowTucson, AZ2026-10-30
IFP Advisors, Inc
53,107$2.5M0.0%GrowthLowTampa, FL2026-10-16
Wheels Up Wealth, Inc.
52,858$2.5M2.1%ETFVery LowBenicia, CA2026-10-27
Kestra Private Wealth Services, LLC
52,539$2.4M0.0%GrowthLowAustin, TX2026-10-30
Lynx Capital Group LTD
51,862$2.4M0.9%ValueLowBeachwood, OH2026-11-04
RW Investment Management LLC
48,102$2.2M0.2%ETFLowEagle, ID2026-11-03
Narus Financial Partners, LLC
46,987$2.2M0.6%ValueLowSalt Lake City, UT2026-10-19
Maryland Capital Advisors Inc.
46,962$2.2M0.7%ETFVery LowChester, MD2026-10-15
Hippocratic Financial Advisors, LLC
46,331$2.2M0.8%ETFLowWestlake Village, CA2026-10-13
Triad Wealth Partners, LLC
44,406$2.1M0.1%ETFMediumLawrence, KS2026-10-26
Straight Path Wealth Management
41,344$1.9M0.4%ETFLowJenison, MI2026-10-23
Foundation Wealth Management, Llc\pa
40,793$1.9M0.6%ETFLowMedia, PA2026-10-14
BetterWealth, LLC
40,257$1.9M0.3%ETFVery LowSan Jose, CA2026-10-15
Sutton Place Investors LLC
38,946$1.8M0.9%ETFLowArmonk, NY2026-10-20
Capstone Wealth Management, LLC
38,702$1.8M0.8%ETFLowTuscaloosa, AL2026-11-02
Mission Wealth Management, LP
37,138$1.7M0.0%ETFLowSanta Barbara, CA2026-10-15
JDH Wealth Management, LLC
36,220$1.7M1.0%ETFVery LowSanta Rosa, CA2026-10-20
Quarry Hill Advisors, LLC
36,165$1.7M0.6%ETFVery LowSt Paul, MN2026-11-04
Pillar Financial Advisors, LLC
36,140$1.7M0.9%ETFVery LowLouisville, KY2026-10-21
Forza Wealth Management, LLC
33,200$1.5M0.4%CoreVery LowSarasota, FL2026-10-20
PFG Advisors
33,098$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Abacus Wealth Partners, LLC
32,836$1.5M0.2%ETFLowSanta Monica, CA2026-11-03
Samalin Investment Counsel, LLC
31,358$1.5M0.5%YieldMediumChappaqua, NY2026-10-23
Firethorn Wealth Partners, LLC
31,096$1.4M0.5%ETFLowAugusta, GA2026-10-14
Hartmann Taylor Wealth Management, LLC
30,874$1.4M0.8%ETFVery LowDallas, TX2026-10-14
DecisionMap Wealth Management, LLC
30,790$1.4M0.8%ETFLowGreat Falls, VA2026-10-29
Washington Trust Advisors, Inc.
30,379$1.4M0.1%GrowthLowWellesley, MA2026-10-22
Five Oceans Advisors
30,069$1.4M0.5%ETFVery LowCarlsbad, CA2026-10-22
Cypress Financial Planning LLC
30,020$1.4M0.4%ETFLowHaddon Heights, NJ2026-10-09
Modera Wealth Management, LLC
29,033$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Verus Financial Partners, Inc.
28,529$1.3M0.1%ETFVery LowRichmond, VA2026-10-29
Elevate Wealth Advisory, Inc
27,110$1.3M0.6%ETFVery LowAthens, GA2026-10-29
CSP Financial Group, LLC
25,629$1.2M1.2%ETFLowScottsdale, AZ2026-10-26
HMV Wealth Advisors, LLC
24,758$1.2M0.4%ETFVery LowShreveport, LA2026-10-27
StoneX Group Inc.
24,735$1.2M0.0%ETFMediumNew York, NY2026-11-03
Barry Investment Advisors, LLC
24,468$1.1M0.2%ETFLowNew Bedford, MA2026-10-14
Claro Advisors Inc.
23,209$1.1M0.1%CoreLowBoston, MA2026-11-02
Solutions 4 Wealth, Ltd
22,292$1.0M1.2%ETFMediumSouthlake, TX2026-11-03
Omni 360 Wealth, Inc.
20,919$972.2K0.4%ETFLowPlainsboro, NJ2026-10-13
Prospera Financial Services Inc
20,540$962.8K0.0%CoreMediumDallas, TX2026-11-04
Two West Capital Advisors LLC
20,062$931.9K0.5%ETFLowOverland Park, KS2026-10-15
USAdvisors Wealth Management, LLC
19,309$897.0K1.0%ETFLowEden Prairie, MN2026-10-21
Leading Edge Financial Planning LLC
19,168$890.8K0.2%ETFLowKnoxville, TN2026-10-23
Blossom Wealth Management
19,123$888.7K1.2%GrowthLowSan Ramon, Ca, CA2026-11-03
Williams & Novak Wealth Management, LLC
18,756$871.6K0.5%ETFMediumWestlake Village, CA2026-10-09
Ashton Thomas Private Wealth, LLC
18,752$871.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Dixon Fnancial Services, Inc.
18,601$864.4K0.3%ETFVery LowLafayette, CA2026-10-23
Donalies Financial Planning, LLC
18,361$853.3K0.6%ETFVery LowWashington, DC2026-10-19
Timonier Family Office, Ltd.
17,579$816.9K0.3%ETFVery LowWinston Salem, NC2026-11-03
Ballast Rock Private Wealth LLC
17,489$812.7K0.4%ETFMediumCharleston, SC2026-10-26
Financial Symmetry Inc
16,998$789.9K0.3%ETFVery LowRaleigh, NC2026-10-06
MGO One Seven LLC
16,763$779.0K0.0%GrowthLowBeachwood, OH2026-10-28
Andrews, Lucia Wealth Management LLC
16,400$762.2K0.4%ETFVery LowDanville, CA2026-11-02
Forthright Family Wealth Advisory LLC
15,874$737.7K0.4%ETFHighHouston, TX2026-11-03
Navigoe, LLC
15,501$720.0K0.4%ETFVery LowRedondo Beach, CA2026-11-04
Herold Advisors, Inc.
15,274$709.8K0.1%CoreLowNew York, NY2026-10-19
Facet Wealth, Inc.
14,855$690.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Nautilus Advisors LLC
13,124$609.9K0.4%GrowthLowLa Jolla, CA2026-10-07
Plancorp, LLC
13,015$610.0K0.0%ETFLowSaint Louis, MO2026-11-03
Stirlingshire Investments, Inc.
12,819$595.7K0.4%ETFMediumNew York, NY2026-11-05
Victory Financial Group, LLC
12,691$589.8K0.1%ETFLowAustin, TX2026-10-27
Stewardship Advisors, LLC
12,288$571.0K0.1%ETFMediumMount Joy, PA2026-10-20
Glass Jacobson Investment Advisors llc
12,207$567.3K0.2%ETFLowOwings Mills, MD2026-10-26
Cogent Strategic Wealth LLC
11,661$541.9K0.5%ETFLowChicago, IL2026-10-22
Builder Investment Group Inc
11,529$535.8K0.1%GrowthVery LowAtlanta, GA2026-10-22
RED Lighthouse Investment Management, LLC
11,375$528.6K0.2%ETFVery LowHillsdale, NY2026-11-02
Austin Asset Management Co Inc
11,309$525.5K0.1%ETFVery LowAustin, TX2026-10-29
HB Wealth Management, LLC
11,098$515.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Investmark Advisory Group LLC
10,262$476.9K0.2%ETFVery LowShelton, CT2026-10-27
HFG Wealth Management, LLC
10,237$488.8K0.5%ETFLowThe Woodlands, TX2026-10-16
CLG LLC
10,197$473.9K0.1%ETFMediumLong Beach, CA2026-10-13
Lauterbach Financial Advisors, LLC
9,509$441.9K0.2%ETFVery LowEl Paso, TX2026-10-21
Core Wealth Management, Inc.
9,447$439.0K0.1%ETFVery LowJupiter, FL2026-10-22
Oath Planning, LLC
9,441$438.8K0.3%ETFVery LowTulsa, OK2026-10-20
Forum Financial Management, LP
8,916$414.3K0.0%ETFLowLombard, IL2026-10-16
Everest Financial Group LLC
8,809$409.4K0.0%GrowthVery LowMinneapolis, MN2026-11-06
AdvisorNet Financial, Inc
8,768$409.5K0.0%ETFLowMinnetonka, MN2026-10-15
marrick wealth, LLC
8,381$389.5K0.3%ETFVery LowIrvine, CA2026-10-20
Total Investment Management Inc
8,051$374.1K0.0%ETFLowScottsdale, AZ2026-10-22
International Private Wealth Advisors LLC
7,914$367.8K0.2%CoreMediumSan Diego, CA2026-11-05
Tandemgrowth Financial Advisors LLC
7,206$334.9K0.3%ETFVery LowAlpharetta, GA2026-11-05
Shearwater Capital LLC
7,095$329.7K0.2%ETFVery LowDenver, CO2026-10-13
Summit Wealth Group LLC / Co
6,978$324.3K0.0%ETFHighColorado Springs, CO2026-10-29
Hutchens & Kramer Investment Management Group, LLC
6,750$313.7K0.1%ETFLowIndianapolis, IN2026-10-16
Venture Visionary Partners LLC
6,657$309.4K0.0%CoreLowSylvania, OH2026-10-07
25 LLC
6,571$305.4K0.1%ETFLowSt. Louis, MO2026-10-13
Matisse Capital
6,500$302.1K0.1%ValueMediumPortland, OR2026-10-29
Jm2 Capital Inc.
6,478$301.0K0.2%GrowthVery LowEdmond, OK2026-10-14
Reyes Financial Architecture, Inc.
6,436$299.1K0.2%ETFVery HighSan Diego, CA2026-10-22
Tassel Capital Management, Inc.
6,435$299.1K0.1%ETFLowMatthews, NC2026-10-20
Acropolis Investment Management, LLC
6,315$293.5K0.0%ETFLowSt. Louis, MO2026-10-08
Abel Hall, LLC
6,232$289.6K0.1%CoreMediumBaton Rouge, LA2026-10-19
Kelly Financial Group LLC
6,141$285.4K0.1%ETFLowWethersfield, CT2026-10-16
Fortitude Advisory Group L.L.C.
5,956$276.8K0.1%GrowthMediumGig Harbor, WA2026-10-15
Regions Financial Corp
5,818$270.4K0.0%CoreLowBirmingham, AL2026-11-05
Kingswood Wealth Advisors, LLC
5,812$270.1K0.0%GrowthLowSan Diego, CA2026-10-23
Security Financial Services, Inc.
5,773$268.3K0.0%ETFMediumFort Wayne, IN2026-10-29
LAM Group, Inc.
5,605$260.5K0.1%ETFVery LowLake Oswego, OR2026-10-26
Ballew Advisors, Inc
5,321$247.5K0.1%ETFLowJackson, MS2026-10-05
Concurrent Investment Advisors, LLC
5,063$235.3K0.0%GrowthMediumTampa, FL2026-10-16
BankChampaign, National Association
5,059$235.1K0.2%GrowthMediumChampaign, IL2026-10-19
Tcfg Investment Advisors, LLC
4,829$224.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
FinDec Wealth Services, Inc.
4,815$223.8K0.3%ETFVery LowStockton, CA2026-10-30
Patriot Financial Group Insurance Agency, LLC
4,746$220.6K0.0%GrowthLowWalpole, MA2026-10-14
Glenview Trust Co
4,534$210.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Midwest Trust Co
4,525$210.3K0.0%CoreLowOverland Park, KS2026-10-22
rebel Financial LLC
4,343$201.8K0.1%N/AVery LowGroveport, OH2026-11-04
Canvas Wealth Advisors, LLC
4,304$201.3K0.0%GrowthLowShawnee, KS2026-11-02
Central Trust Co
3,545$164.7K0.0%CoreLowJefferson City, MO2026-11-05
Montgomery Financial Services LLC
3,380$157.1K0.1%ETFN/AOcean City, MD2026-11-03
Fifth Third Bancorp
3,215$149.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Align Financial, LLC
2,574$119.6K0.1%ETFVery LowHermantown, MN2026-10-16
RHL Group, LLC
2,432$113.0K0.1%ETFVery HighHolly, MI2026-11-04
Larson Financial Group LLC
2,363$109.8K0.0%GrowthLowSt Louis, MO2026-11-05
PNC Financial Services Group, Inc.
2,360$109.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Physician Wealth Advisors, Inc.
2,120$98.5K0.0%ETFMediumMidvale, UT2026-10-20
Smallwood Wealth Investment Management, LLC
2,000$92.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Oakworth Capital, Inc.
1,308$60.8K0.0%ETFLowBirmingham, AL2026-10-26
Arlington Trust Co LLC
1,111$51.6K0.0%ETFMediumBirmingham, AL2026-10-20
Balance Wealth Partners LLC
1,089$50.6K0.0%ETFMediumWorthington, OH2026-10-27
Parallel Advisors, LLC
860$40.0K0.0%IndexLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
805$37.4K0.0%ETFMediumMelbourne, FL2026-11-05
Mather Group, Llc.
800$37.2K0.0%ETFMediumChicago, IL2026-10-14
Nova Financial LLC
615$28.6K0.0%N/AN/ATucson, AZ2026-11-04
MilWealth Group LLC
581$27.0K0.0%ETFVery LowMilwaukee, WI2026-11-02
Vermillion Wealth Management, Inc.
509$23.7K0.0%ValueLowRosemount, MN2026-10-26
DecisionPoint Financial, LLC
485$22.6K0.0%ETFVery LowMesa, AZ2026-10-27
Signature Equity Partners, LLC
460$21.4K0.0%GrowthMediumColumbus, OH2026-10-29
3 Factor Indexing, LLC
307$14.3K0.0%ETFLowSacramento, CA2026-10-15
Chapman Financial Group, LLC
267$12.4K0.0%CoreVery LowHonolulu, HI2026-10-26
Silver Grove Financial Group, Inc.
224$10.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Clean Yield Group
203$9.4K0.0%CoreLowNorwich, VT2026-10-28
Tradewinds Capital Management, LLC
130$6.1K0.0%ETFVery HighBellingham, WA2026-10-23
US Bancorp \de\
2$930.0%IndexLowMinneapolis, MN2026-11-05