IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Core Fixed Inc (DFCF)

CUSIP: 25434V872 | NYSE | 742 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Factory Mutual Insurance Co10,093,835
3.6% of portfolio›$405.0M
HB Wealth Management, LLC9,397,248
1.9% of portfolio›$377.0M
Petersen Hastings Wealth Advisors Inc.5,197,657
17.2% of portfolio›$208.5M
Apella Capital, LLC5,086,367
2.6% of portfolio›$204.4M
True Link Financial Advisors, LLC4,646,350
10.7% of portfolio›$186.4M
Acropolis Investment Management, LLC4,323,310
7.0% of portfolio›$173.5M
Great Waters Wealth Management4,243,092
15.3% of portfolio›$170.2M
Vise Technologies, Inc.3,980,526
1.3% of portfolio›$159.7M
Root Financial Partners, LLC3,955,603
5.3% of portfolio›$158.7M
Elser Financial Planning, Inc3,800,199
6.7% of portfolio›$152.5M
Allworth Financial LP3,600,476
0.5% of portfolio›$152.0M
Savant Capital, LLC3,300,665
0.4% of portfolio›$132.4M
Phillips Financial Management, LLC2,976,878
9.1% of portfolio›$119.4M
DiNuzzo Private Wealth, Inc.2,932,332
11.7% of portfolio›$117.6M
Core Wealth Management, Inc.1,830,399
21.9% of portfolio›$73.4M
HighTower Advisors, LLC1,817,632
0.1% of portfolio›$72.9M
Creative Capital Management Investments LLC1,623,748
14.7% of portfolio›$65.1M
TruNorth Capital Management, LLC1,565,856
9.8% of portfolio›$62.8M
Graves Light Lenhart Wealth, Inc.1,542,137
5.8% of portfolio›$61.9M
LPL Financial LLC1,538,184
0.0% of portfolio›$61.7M
Strathmore Capital Advisors, Inc.1,347,544
14.3% of portfolio›$55.4M
Parkshore Wealth Management, Inc.1,203,791
12.3% of portfolio›$48.3M
RW Investment Management LLC1,169,068
4.2% of portfolio›$46.9M
Heffernan Advisory, Inc1,160,813
31.3% of portfolio›$46.6M
Commonwealth Equity Services, LLC995,921
0.1% of portfolio›$40.0M
Ullmann Wealth Partners Group, LLC949,865
3.4% of portfolio›$38.1M
Wealth Enhancement Advisory Services, LLC937,240
0.1% of portfolio›$37.8M
Cambridge Investment Research Advisors, Inc.934,798
0.2% of portfolio›$37.5M
Tillman Hartley LLC886,444
7.3% of portfolio›$35.6M
Tencap Wealth Coaching, LLC884,853
11.1% of portfolio›$35.5M
Regimen Wealth, LLC855,944
9.3% of portfolio›$34.3M
Opus Capital Group, LLC855,086
12.6% of portfolio›$34.3M
BCR Wealth Strategies, LLC853,163
9.6% of portfolio›$34.2M
Coldstream Capital Management Inc843,964
0.4% of portfolio›$33.9M
Davenport & Co LLC839,730
0.2% of portfolio›$33.7M
Hiley Hunt Wealth Management801,411
12.5% of portfolio›$32.2M
Leading Edge Financial Planning LLC781,240
6.5% of portfolio›$31.3M
Ferguson Johnson Wealth Management Inc764,062
22.3% of portfolio›$30.7M
DecisionPoint Financial, LLC752,970
5.3% of portfolio›$30.3M
Dynamic Advisor Solutions LLC740,234
0.8% of portfolio›$29.7M
Market Street Wealth Management Advisors LLC661,040
3.8% of portfolio›$26.5M
Alpha Financial Advisors, LLC658,221
6.9% of portfolio›$26.4M
Merit Financial Group, LLC621,180
0.1% of portfolio›$24.9M
Assetmark, Inc591,869
0.0% of portfolio›$23.7M
Physician Wealth Solutions Inc.587,599
9.3% of portfolio›$23.6M
Harbour Investments, Inc.583,695
0.3% of portfolio›$23.4M
Verisail Partners, LLC580,174
8.6% of portfolio›$23.3M
BCO Wealth Management LLC557,596
12.1% of portfolio›$22.4M
CFS Investment Advisory Services, LLC553,257
1.4% of portfolio›$22.2M
Integrity Advisory Solutions, LLC552,575
2.3% of portfolio›$22.2M
Chicago Partners Investment Group LLC551,699
0.4% of portfolio›$22.4M
Diversify Advisory Services, LLC548,453
0.3% of portfolio›$22.3M
Diversify Wealth Management, LLC548,453
0.3% of portfolio›$22.3M
Babb Wealth Advisors LLC545,380
10.2% of portfolio›$21.9M
Momentous Wealth Management, Inc.539,179
10.5% of portfolio›$21.6M
XY Planning Network, Inc.527,673
2.3% of portfolio›$21.2M
Moller Wealth Partners522,073
3.8% of portfolio›$20.9M
Aurelius Family Office LLC517,818
8.3% of portfolio›$20.8M
Pioneer Wealth Management Group513,853
4.9% of portfolio›$20.6M
Truist Financial Corp508,686
0.0% of portfolio›$20.4M
Blume Capital Management, Inc.502,385
3.0% of portfolio›$20.2M
Farther Finance Advisors, LLC497,291
0.1% of portfolio›$20.0M
Tassel Capital Management, Inc.493,288
9.8% of portfolio›$19.8M
Guardian Wealth Management, LLC485,400
5.5% of portfolio›$19.5M
Krilogy Financial LLC483,531
0.5% of portfolio›$19.5M
Bannerman Wealth Management Group, LLC470,470
10.8% of portfolio›$18.9M
Revolve Wealth Partners, LLC458,769
1.9% of portfolio›$18.4M
Integrity Alliance, Llc.450,433
0.6% of portfolio›$18.1M
Integrity Investment Advisors, LLC444,466
7.0% of portfolio›$17.8M
Riverchase Wealth Management, LLC439,112
8.6% of portfolio›$17.6M
Sterling Wealth Management, Inc.428,293
4.4% of portfolio›$17.2M
Vermillion & White Wealth Management Group, LLC415,733
8.5% of portfolio›$16.7M
City State Bank411,505
3.7% of portfolio›$16.5M
Wheels Up Wealth, Inc.402,203
13.7% of portfolio›$16.1M
BWM Planning, LLC400,249
3.6% of portfolio›$16.1M
Kings Path Partners LLC394,679
4.2% of portfolio›$15.8M
Johnson Wealth Management, LLC394,260
6.5% of portfolio›$15.8M
Rational Advisors, Inc.391,612
1.5% of portfolio›$15.7M
Client 1ST Advisory Group, LLC376,671
3.9% of portfolio›$15.1M
Park Avenue Securities LLC376,297
0.3% of portfolio›$15.1M
AA Financial Advisors, LLC369,584
1.8% of portfolio›$14.8M
Burk Holdings LLC351,413
4.9% of portfolio›$14.1M
Mattern Wealth Management LLC346,998
2.3% of portfolio›$13.9M
Financial Symmetry Inc338,979
4.3% of portfolio›$13.6M
Essential Planning, Llc.338,202
3.7% of portfolio›$13.6M
One Degree Advisors Inc335,061
2.9% of portfolio›$13.5M
First Financial Group Corp334,774
10.3% of portfolio›$13.4M
Kane Co Wealth Management, Inc.333,478
10.7% of portfolio›$13.4M
SageOak Financial, LLC329,347
8.6% of portfolio›$13.2M
Foundry Financial LLC324,071
4.0% of portfolio›$13.0M
DeLarme Wealth Management, Inc.322,081
7.3% of portfolio›$12.9M
Modera Wealth Management, LLC321,049
0.1% of portfolio›$12.9M
Yardley Wealth Management LLC317,123
5.6% of portfolio›$12.7M
Heritage Wealth Management, Inc. s315,137
4.7% of portfolio›$12.6M
BCU Wealth Advisors, LLC308,184
4.0% of portfolio›$12.4M
Collective Family Office LLC307,970
2.6% of portfolio›$12.4M
Legacy Financial Group, Inc.303,564
2.7% of portfolio›$12.2M
SeedSafe Financial LLC298,396
8.8% of portfolio›$12.0M
ERn Financial, LLC294,519
1.9% of portfolio›$11.8M
Coston, McIsaac & Partners287,393
2.3% of portfolio›$11.5M
Beacon Hill Wealth Management Ltd.286,430
7.0% of portfolio›$11.5M
SC&H Financial Advisors, Inc.275,940
1.5% of portfolio›$11.1M
Signature Estate & Investment Advisors LLC273,908
0.2% of portfolio›$11.0M
Pasadena Private Wealth, LLC266,852
1.3% of portfolio›$10.7M
SpringVest Wealth Management LLC264,570
6.5% of portfolio›$10.6M
Triune Financial Partners, LLC258,003
2.1% of portfolio›$10.4M
Thrivent Financial for Lutherans256,415
0.0% of portfolio›$10.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors256,055
0.5% of portfolio›$10.3M
Prudent Investor Advisors, LLC255,810
8.0% of portfolio›$10.3M
Concord Wealth Partners251,257
1.2% of portfolio›$10.1M
United Wealth Management, LLC238,603
2.5% of portfolio›$9.6M
Ledgewood Wealth Advisors, LLC235,277
5.2% of portfolio›$9.4M
Wealth Dimensions Group, Ltd.234,644
1.6% of portfolio›$9.4M
LVZ, Inc.227,281
0.9% of portfolio›$9.1M
Approach Retirement Advisors, LLC226,853
6.7% of portfolio›$9.1M
Elevation Point Wealth Partners, LLC214,629
0.1% of portfolio›$8.6M
Kestra Investment Management, LLC213,648
0.2% of portfolio›$8.6M
Bay Harbor Wealth Management, LLC208,037
1.9% of portfolio›$8.3M
RCS Financial Planning, LLC206,597
4.5% of portfolio›$8.3M
Creative Planning200,563
0.0% of portfolio›$8.0M
Vested Financial Planning, LLC196,767
5.5% of portfolio›$7.9M
CLG LLC196,327
1.6% of portfolio›$7.9M
Parker Financial LLC194,452
2.8% of portfolio›$7.8M
marrick wealth, LLC194,218
5.5% of portfolio›$7.8M
Physician Wealth Advisors, Inc.190,143
0.9% of portfolio›$7.6M
Kestra Advisory Services, LLC189,984
0.0% of portfolio›$7.6M
Heritage Investment Group, Inc.188,861
1.0% of portfolio›$7.6M
IFG Advisory, LLC188,754
0.3% of portfolio›$7.6M
Thayer Financial, L.L.C.187,185
6.8% of portfolio›$7.5M
Herold Advisors, Inc.187,048
1.5% of portfolio›$7.5M
Cherry Tree Wealth Management, LLC180,801
1.4% of portfolio›$7.3M
HBK Sorce Advisory LLC176,619
0.1% of portfolio›$7.3M
Cogent Private Wealth, Inc.176,365
4.3% of portfolio›$7.1M
CGN Advisors LLC176,274
0.5% of portfolio›$7.1M
Sutton Place Investors LLC174,557
3.3% of portfolio›$7.0M
Austin Wealth Management, LLC173,284
1.5% of portfolio›$7.0M
Citrine Capital LLC171,616
2.3% of portfolio›$6.9M
Navigoe, LLC170,957
3.7% of portfolio›$6.9M
Cornerstone Wealth Partners, LLC169,725
2.7% of portfolio›$6.8M
Mather Group, Llc.168,038
0.1% of portfolio›$6.7M
Sowell Financial Services LLC165,874
0.2% of portfolio›$6.7M
3 Factor Indexing, LLC162,616
5.4% of portfolio›$6.5M
Summit Wealth Group LLC / Co161,538
0.4% of portfolio›$6.5M
AdvisorNet Financial, Inc159,650
0.3% of portfolio›$6.4M
Acorn Wealth Advisors, LLC156,585
1.5% of portfolio›$6.3M
Apollon Wealth Management, LLC155,957
0.1% of portfolio›$6.3M
Great Valley Advisor Group, Inc.147,569
0.1% of portfolio›$5.9M
Onyx Financial Advisors, LLC143,209
2.1% of portfolio›$5.7M
Continuum Wealth Advisors, LLC142,583
1.9% of portfolio›$5.7M
Vermillion Wealth Management, Inc.141,260
6.5% of portfolio›$5.7M
PFG Advisors140,923
0.3% of portfolio›$5.7M
Visionary Horizons, LLC140,490
2.2% of portfolio›$5.6M
SJS Investment Consulting Inc.139,142
0.6% of portfolio›$5.6M
Arnold Financial Planning LLC137,622
3.8% of portfolio›$5.5M
Porter White Investment Advisors, Inc.137,047
3.4% of portfolio›$5.5M
Porter White Investment Advisors, Inc.137,047
3.4% of portfolio›$5.5M
AlphaStar Capital Management, LLC135,544
0.3% of portfolio›$5.4M
Accurate Wealth Management, LLC132,466
0.5% of portfolio›$5.3M
Entrewealth, LLC131,175
1.9% of portfolio›$5.3M
FinDec Wealth Services, Inc.130,290
6.3% of portfolio›$5.2M
Schwarz Dygos Wheeler Investment Advisors LLC130,203
1.0% of portfolio›$5.2M
Pacific Asset Management, LLC126,949
2.5% of portfolio›$5.1M
TCP Asset Management, LLC126,423
0.6% of portfolio›$5.1M
Keyes, Stange & Wooten Wealth Management, LLC125,820
2.4% of portfolio›$5.0M
Foster Group, Inc.124,792
0.1% of portfolio›$5.0M
Winebrenner Capital Management LLC124,773
3.2% of portfolio›$5.0M
Live Oak Private Wealth LLC123,649
0.6% of portfolio›$5.0M
Mission Wealth Management, LP121,891
0.1% of portfolio›$4.9M
Index Fund Advisors, Inc.121,613
0.2% of portfolio›$4.9M
DecisionMap Wealth Management, LLC119,150
2.6% of portfolio›$4.8M
E6 Portfolios, LLC118,824
3.6% of portfolio›$4.8M
DWR Wealth Management, LLC115,522
3.2% of portfolio›$4.6M
Greenspring Advisors, LLC113,113
0.2% of portfolio›$4.5M
Donalies Financial Planning, LLC113,041
3.3% of portfolio›$4.5M
International Private Wealth Advisors LLC112,956
1.9% of portfolio›$4.5M
Northwest Wealth Management, LLC112,188
0.6% of portfolio›$4.5M
Forum Financial Management, LP111,036
0.1% of portfolio›$4.5M
Wealth Advisors Northwest LLC106,116
1.4% of portfolio›$4.3M
First Premier Bank105,671
3.9% of portfolio›$4.2M
Family Capital Management, Inc.103,937
1.6% of portfolio›$4.2M
SAX Wealth Advisors, LLC102,304
0.1% of portfolio›$4.1M
Simplicity Wealth,LLC102,214
0.1% of portfolio›$4.1M
Glass Jacobson Investment Advisors llc90,965
1.1% of portfolio›$3.6M
MB Generational Wealth, LLC89,138
1.8% of portfolio›$3.6M
Canopy Partners, LLC85,870
1.0% of portfolio›$3.4M
Verus Financial Partners, Inc.78,105
0.3% of portfolio›$3.1M
Entrust Financial LLC77,582
1.5% of portfolio›$3.1M
Kestra Private Wealth Services, LLC77,162
0.0% of portfolio›$3.1M
Meredith Wealth Planning77,112
0.8% of portfolio›$3.1M
HFG Wealth Management, LLC75,050
3.2% of portfolio›$3.2M
New Dimensions Wealth Management, LLC74,551
2.1% of portfolio›$3.0M
Wealthcare Advisory Partners LLC74,532
0.1% of portfolio›$3.0M
Schulz Wealth, Ltd.74,266
1.4% of portfolio›$3.0M
IFP Advisors, Inc69,127
0.0% of portfolio›$2.8M
Citigroup Inc66,520
0.0% of portfolio›$2.7M
Selective Wealth Management, Inc.65,112
0.6% of portfolio›$2.6M
EverSource Wealth Advisors, LLC64,311
0.1% of portfolio›$2.6M
rebel Financial LLC63,977
1.0% of portfolio›$2.6M
SwitchPoint Financial Planning, LLC62,633
1.4% of portfolio›$2.5M
Fiduciary Alliance LLC60,751
0.2% of portfolio›$2.4M
Hartmann Taylor Wealth Management, LLC60,302
1.4% of portfolio›$2.4M
Ballast Rock Private Wealth LLC59,350
1.1% of portfolio›$2.4M
Stewardship Advisors, LLC58,560
0.5% of portfolio›$2.3M
Outbound Financial Inc58,541
1.5% of portfolio›$2.3M
J.W. Cole Advisors, Inc.57,211
0.0% of portfolio›$2.3M
Rachor Investment Advisory Services, LLC56,519
1.1% of portfolio›$2.3M
Torren Management, LLC54,787
1.1% of portfolio›$2.2M
Evanson Financial, LLC53,453
0.1% of portfolio›$2.1M
LexAurum Advisors, LLC51,274
0.2% of portfolio›$2.1M
TCI Wealth Advisors, Inc.50,242
0.1% of portfolio›$2.0M
Landaas & Co48,784
0.3% of portfolio›$2.0M
Choreo, LLC48,065
0.0% of portfolio›$1.9M
Williams & Novak Wealth Management, LLC48,003
1.1% of portfolio›$1.9M
Next Level Wealth Planning, LLC47,506
0.8% of portfolio›$1.9M
Magnus Financial Group LLC45,046
0.1% of portfolio›$1.8M
Hutchens & Kramer Investment Management Group, LLC44,656
0.5% of portfolio›$1.8M
Worth Asset Management, LLC44,293
0.5% of portfolio›$1.8M
USAdvisors Wealth Management, LLC43,828
2.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC43,513
0.0% of portfolio›$1.7M
Arista Wealth Management, LLC43,088
0.2% of portfolio›$1.7M
Prospera Financial Services Inc43,032
0.0% of portfolio›$1.8M
GEM Asset Management, LLC42,290
0.7% of portfolio›$1.7M
CSP Financial Group, LLC42,277
1.7% of portfolio›$1.7M
Washington Trust Advisors, Inc.41,560
0.1% of portfolio›$1.7M
Claro Advisors Inc.40,033
0.2% of portfolio›$1.6M
Abel Hall, LLC39,848
0.3% of portfolio›$1.6M
WealthSpring Partners, LLC39,608
1.7% of portfolio›$1.6M
Wealthcare Capital Management LLC38,408
0.2% of portfolio›$1.5M
Werba Rubin Papier Wealth Management37,703
0.2% of portfolio›$1.5M
Everhart Financial Group, Inc.36,809
0.1% of portfolio›$1.5M
Geneos Wealth Management Inc.36,552
0.0% of portfolio›$1.5M
Cypress Financial Planning LLC36,393
0.4% of portfolio›$1.5M
Csenge Advisory Group36,071
0.1% of portfolio›$1.4M
Quantum Financial Advisors, LLC35,263
0.1% of portfolio›$1.4M
Samalin Investment Counsel, LLC34,389
0.4% of portfolio›$1.4M
Shearwater Capital LLC32,921
0.6% of portfolio›$1.3M
Ariadne Wealth Management, LP32,648
0.6% of portfolio›$1.3M
Triad Wealth Partners, LLC32,555
0.1% of portfolio›$1.3M
Riverbend Wealth Management, LLC30,940
0.6% of portfolio›$1.2M
Andrews, Lucia Wealth Management LLC30,377
0.7% of portfolio›$1.2M
RED Lighthouse Investment Management, LLC30,012
0.4% of portfolio›$1.2M
GEN Financial Management, Inc.26,439
0.6% of portfolio›$1.1M
Vestia Personal Wealth Advisors25,495
0.4% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC25,080
0.0% of portfolio›$1.0M
RHL Group, LLC24,859
0.7% of portfolio›$997.3K
Oceanside Advisors LLC24,228
0.6% of portfolio›$972.0K
25 LLC24,073
0.3% of portfolio›$965.8K
Ares Financial Consulting, LLC23,791
0.7% of portfolio›$954.5K
Uptick Partners, LLC23,737
0.1% of portfolio›$952.3K
LifeSteps Financial, Inc.22,302
0.4% of portfolio›$894.8K
Hoxton Planning & Management, LLC21,642
0.2% of portfolio›$868.3K
Master's Wealth Management Inc.21,553
0.3% of portfolio›$864.7K
JFS Wealth Advisors, LLC21,532
0.0% of portfolio›$863.9K
Forteris Wealth Management Inc.21,190
0.7% of portfolio›$850.1K
Factor Wealth Management LTD19,412
0.1% of portfolio›$778.8K
TAGStone Capital, Inc.18,986
0.2% of portfolio›$761.7K
Hippocratic Financial Advisors, LLC18,947
0.3% of portfolio›$760.1K
Two West Capital Advisors LLC18,784
0.4% of portfolio›$754.2K
AWM Capital, LLC18,640
0.1% of portfolio›$747.9K
Builder Investment Group Inc18,409
0.1% of portfolio›$738.6K
ProCore Advisors, LLC17,856
0.9% of portfolio›$716.4K
Legacy Capital Wealth Partners, LLC17,328
0.1% of portfolio›$695.2K
Firethorn Wealth Partners, LLC17,207
0.2% of portfolio›$690.4K
Silver OAK Securities, Incorporated17,181
0.1% of portfolio›$706.0K
Parkside Financial Bank & Trust16,672
0.0% of portfolio›$668.9K
Certified Advisory Corp13,812
0.0% of portfolio›$554.1K
Avise Financial Cooperative, Inc.13,490
0.4% of portfolio›$541.2K
Aspire Private Capital, LLC13,312
0.1% of portfolio›$534.1K
Facet Wealth, Inc.13,226
0.0% of portfolio›$530.6K
Elevate Wealth Advisory, Inc13,067
0.3% of portfolio›$524.2K
StoneX Group Inc.12,904
0.0% of portfolio›$534.3K
Plan Group Financial, LLC12,828
0.1% of portfolio›$518.4K
Plancorp, LLC12,652
0.0% of portfolio›$517.6K
Allstreet Capital Advisors LLC12,452
0.3% of portfolio›$499.6K
MGO One Seven LLC12,156
0.0% of portfolio›$487.7K
Allodium Investment Consultants, LLC12,127
0.2% of portfolio›$486.5K
Canvas Wealth Advisors, LLC12,003
0.1% of portfolio›$489.5K
Spinnaker Investment Group, LLC11,218
0.1% of portfolio›$450.1K
Indivisible Partners11,017
0.0% of portfolio›$442.0K
Aspen Wealth Management LLC11,003
0.1% of portfolio›$441.4K
Beacon Financial Strategies Corp10,397
0.2% of portfolio›$417.1K
Balance Wealth Partners LLC10,355
0.1% of portfolio›$415.4K
Old Peak Finance LLC10,226
0.2% of portfolio›$410.3K
Gemmer Asset Management LLC10,106
0.0% of portfolio›$405.5K
Bright Financial Advisors, Inc.10,003
0.2% of portfolio›$401.3K
MSH Capital Advisors LLC9,994
0.1% of portfolio›$401.0K
Golden Bell Financial Planning LLC9,918
0.3% of portfolio›$397.9K
Clear Creek Financial Management, LLC9,763
0.0% of portfolio›$391.7K
Patriot Financial Group Insurance Agency, LLC9,761
0.0% of portfolio›$391.6K
LAM Group, Inc.9,705
0.2% of portfolio›$389.4K
StrongBox Wealth, LLC9,498
0.1% of portfolio›$381.1K
Grand Wealth Management, LLC9,210
0.2% of portfolio›$369.5K
Demming Financial Services Corp9,021
0.4% of portfolio›$361.9K
Forthright Family Wealth Advisory LLC8,985
0.2% of portfolio›$360.5K
Jacobi Capital Management LLC8,935
0.0% of portfolio›$358.5K
Potentia Wealth8,872
0.1% of portfolio›$355.9K
Venture Visionary Partners LLC8,471
0.0% of portfolio›$339.9K
Navigate Wealth Management, LLC8,329
0.2% of portfolio›$335.4K
SeaCrest Wealth Management, LLC8,282
0.0% of portfolio›$332.3K
Fiduciary Financial Group, LLC8,203
0.0% of portfolio›$329.1K
D.A. Davidson & Co.8,202
0.0% of portfolio›$329.1K
Redhawk Wealth Advisors, Inc.8,085
0.0% of portfolio›$324.4K
Mills Wealth Advisors LLC8,073
0.1% of portfolio›$323.9K
Diversified Portfolios, Inc.7,453
0.0% of portfolio›$299.0K
Victory Financial Group, LLC7,249
0.0% of portfolio›$290.8K
Matisse Capital7,200
0.1% of portfolio›$288.9K
Stirlingshire Investments, Inc.7,126
0.2% of portfolio›$285.9K
Beacon Financial Advisory LLC7,110
0.1% of portfolio›$285.2K
Burton Enright Welch7,033
0.0% of portfolio›$282.2K
Apollon Financial, LLC6,690
0.0% of portfolio›$268.4K
Rise Advisors, LLC6,604
0.1% of portfolio›$265.0K
Generations Wealth, LLC6,584
0.2% of portfolio›$264.2K
Investmark Advisory Group LLC6,260
0.1% of portfolio›$251.2K
Winnacle Wealth LLC5,870
0.2% of portfolio›$235.5K
New Capital Management LP5,754
0.1% of portfolio›$230.9K
Reyes Financial Architecture, Inc.5,749
0.1% of portfolio›$230.7K
Nwam LLC5,715
0.0% of portfolio›$229.3K
Kingswood Wealth Advisors, LLC5,699
0.0% of portfolio›$228.6K
Nuveen, LLC5,488
0.0% of portfolio›$220.3K
Bay Capital Advisors, LLC5,466
0.1% of portfolio›$219.3K
Compass Ion Advisors, LLC5,288
0.0% of portfolio›$212.2K
Private Advisory Group LLC5,285
0.0% of portfolio›$212.0K
B&D White Capital Company, LLC5,211
0.0% of portfolio›$209.1K
Clark Asset Management, LLC5,207
0.0% of portfolio›$208.9K
Signature Equity Partners, LLC5,183
0.1% of portfolio›$207.9K
Eaton-Cambridge Inc.5,102
0.1% of portfolio›$204.7K
Birch Financial Group, LLC5,090
0.1% of portfolio›$204.2K
Amicus Financial Advisors, LLC5,063
0.1% of portfolio›$203.1K
Rossby Financial, LCC4,647
0.0% of portfolio›$186.4K
Creative Financial Designs Inc4,133
0.0% of portfolio›$165.8K
Salomon & Ludwin, LLC4,041
0.0% of portfolio›$162.1K
Smartleaf Asset Management LLC3,896
0.0% of portfolio›$156.4K
Montgomery Financial Services LLC3,388
0.1% of portfolio›$135.9K
Huntington National Bank3,297
0.0% of portfolio›$132.3K
Align Financial, LLC2,934
0.1% of portfolio›$117.7K
Global Retirement Partners, LLC2,844
0.0% of portfolio›$114.1K
Clayton Financial Group LLC2,471
0.1% of portfolio›$99.1K
Nemes Rush Group LLC2,372
0.0% of portfolio›$95.2K
Fifth Third Bancorp1,790
0.0% of portfolio›$71.8K
Private Trust Co NA1,550
0.0% of portfolio›$62.2K
1620 Investment Advisors, Inc.1,395
0.0% of portfolio›$56.0K
Nova Financial LLC1,152
0.0% of portfolio›$46.2K
Evolution Wealth Management Inc.843
0.0% of portfolio›$33.8K
Golden State Wealth Management, LLC785
0.0% of portfolio›$31.5K
PNC Financial Services Group, Inc.643
0.0% of portfolio›$25.8K
Ascentis Independent Advisors629
0.0% of portfolio›$25.2K
CoreCap Advisors, LLC356
0.0% of portfolio›$14.3K
Bogart Wealth, LLC334
0.0% of portfolio›$13.4K
Buck Wealth Strategies, LLC221
0.0% of portfolio›$8.9K
Silver Grove Financial Group, Inc.169
0.0% of portfolio›$6.8K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$4.0K
Bank of Montreal88
0.0% of portfolio›$3.5K
Cardiff Park Advisors, LLC78
0.0% of portfolio›$3.1K
Tradewinds Capital Management, LLC77
0.0% of portfolio›$3.1K
Quest 10 Wealth Builders, Inc.38
0.0% of portfolio›$1.5K
Global Trust Asset Management, LLC31
0.0% of portfolio›$1.2K
Valued Wealth Advisors LLC0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Factory Mutual Insurance Co
10,093,835$405.0M3.6%GrowthLowWaltham, MA2026-10-30
HB Wealth Management, LLC
9,397,248$377.0M1.9%IndexVery LowAtlanta, GA2026-10-23
Petersen Hastings Wealth Advisors Inc.
5,197,657$208.5M17.2%ETFLowKennewick, WA2026-10-27
Apella Capital, LLC
5,086,367$204.4M2.6%ETFVery LowWest Hartford, CT2026-10-08
True Link Financial Advisors, LLC
4,646,350$186.4M10.7%ETFLowSan Francisco, CA2026-10-27
Acropolis Investment Management, LLC
4,323,310$173.5M7.0%ETFLowSt. Louis, MO2026-10-08
Great Waters Wealth Management
4,243,092$170.2M15.3%ETFVery LowShoreview, MN2026-10-07
Vise Technologies, Inc.
3,980,526$159.7M1.3%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
3,955,603$158.7M5.3%ETFMediumEncinitas, CA2026-10-21
Elser Financial Planning, Inc
3,800,199$152.5M6.7%GARPLowIndianapolis, IN2026-10-16
Allworth Financial LP
3,600,476$152.0M0.5%ETFLowFolsom, CA2026-11-06
Savant Capital, LLC
3,300,665$132.4M0.4%ETFLowRockford, IL2026-11-06
Phillips Financial Management, LLC
2,976,878$119.4M9.1%ETFVery LowFort Wayne, IN2026-10-19
DiNuzzo Private Wealth, Inc.
2,932,332$117.6M11.7%ETFLowBeaver, PA2026-10-16
Core Wealth Management, Inc.
1,830,399$73.4M21.9%ETFVery LowJupiter, FL2026-10-22
HighTower Advisors, LLC
1,817,632$72.9M0.1%IndexLowChicago, IL2026-11-10
Creative Capital Management Investments LLC
1,623,748$65.1M14.7%ETFLowSan Diego, CA2026-10-28
TruNorth Capital Management, LLC
1,565,856$62.8M9.8%ETFLowKalamazoo, MI2026-10-14
Graves Light Lenhart Wealth, Inc.
1,542,137$61.9M5.8%ETFVery LowHarrisonburg, VA2026-10-09
LPL Financial LLC
1,538,184$61.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Strathmore Capital Advisors, Inc.
1,347,544$55.4M14.3%ETFLowCharlotte, NC2026-11-09
Parkshore Wealth Management, Inc.
1,203,791$48.3M12.3%ETFLowGranite Bay, CA2026-10-13
RW Investment Management LLC
1,169,068$46.9M4.2%ETFLowEagle, ID2026-11-03
Heffernan Advisory, Inc
1,160,813$46.6M31.3%ETFLowFlagstaff, AZ2026-10-13
Commonwealth Equity Services, LLC
995,921$40.0M0.1%ETFLowWaltham, MA2026-11-02
Ullmann Wealth Partners Group, LLC
949,865$38.1M3.4%ETFLowJacksonville Beach, FL2026-11-02
Wealth Enhancement Advisory Services, LLC
937,240$37.8M0.1%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
934,798$37.5M0.2%ETFLowFairfield, IA2026-11-02
Tillman Hartley LLC
886,444$35.6M7.3%ETFLowOrlando, FL2026-11-06
Tencap Wealth Coaching, LLC
884,853$35.5M11.1%ETFVery LowSouth Jordan, UT2026-11-10
Regimen Wealth, LLC
855,944$34.3M9.3%ETFMediumAtlanta, GA2026-11-09
Opus Capital Group, LLC
855,086$34.3M12.6%ETFVery LowCincinnati, OH2026-10-30
BCR Wealth Strategies, LLC
853,163$34.2M9.6%ETFLowVestavia, AL2026-11-06
Coldstream Capital Management Inc
843,964$33.9M0.4%CoreMediumBellevue, WA2026-11-09
Davenport & Co LLC
839,730$33.7M0.2%CoreMediumRichmond, VA2026-10-14
Hiley Hunt Wealth Management
801,411$32.2M12.5%ETFVery LowOmaha, NE2026-10-08
Leading Edge Financial Planning LLC
781,240$31.3M6.5%ETFLowKnoxville, TN2026-10-23
Ferguson Johnson Wealth Management Inc
764,062$30.7M22.3%ETFVery LowRockville, MD2026-11-05
DecisionPoint Financial, LLC
752,970$30.3M5.3%ETFVery LowMesa, AZ2026-10-27
Dynamic Advisor Solutions LLC
740,234$29.7M0.8%ETFLowPhoenix, AZ2026-10-13
Market Street Wealth Management Advisors LLC
661,040$26.5M3.8%ETFMediumIndianapolis, IN2026-10-09
Alpha Financial Advisors, LLC
658,221$26.4M6.9%ETFLowCharlotte, NC2026-11-09
Merit Financial Group, LLC
621,180$24.9M0.1%ETFLowAlpharetta, GA2026-11-06
Assetmark, Inc
591,869$23.7M0.0%ETFLowConcord, CA2026-10-21
Physician Wealth Solutions Inc.
587,599$23.6M9.3%ETFLowNorth Las Vegas, NV2026-10-14
Harbour Investments, Inc.
583,695$23.4M0.3%ETFLowMadison, WI2026-11-09
Verisail Partners, LLC
580,174$23.3M8.6%ETFVery LowChamblee, GA2026-10-19
BCO Wealth Management LLC
557,596$22.4M12.1%ETFLowCarlsbad, NM2026-10-14
CFS Investment Advisory Services, LLC
553,257$22.2M1.4%ETFMediumTotowa, NJ2026-10-19
Integrity Advisory Solutions, LLC
552,575$22.2M2.3%ETFMediumDallas, TX2026-10-29
Chicago Partners Investment Group LLC
551,699$22.4M0.4%CoreLowChicago, IL2026-10-27
Diversify Advisory Services, LLC
548,453$22.3M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
548,453$22.3M0.3%GrowthMediumSandy, UT2026-10-20
Babb Wealth Advisors LLC
545,380$21.9M10.2%ETFVery LowFlagstaff, AZ2026-10-30
Momentous Wealth Management, Inc.
539,179$21.6M10.5%ETFVery LowVancouver, WA2026-10-21
XY Planning Network, Inc.
527,673$21.2M2.3%ETFLowBozeman, MT2026-10-14
Moller Wealth Partners
522,073$20.9M3.8%ETFVery LowNorthfield, IL2026-10-15
Aurelius Family Office LLC
517,818$20.8M8.3%ETFVery LowBedford, NH2026-10-23
Pioneer Wealth Management Group
513,853$20.6M4.9%ETFLowAustin, TX2026-10-09
Truist Financial Corp
508,686$20.4M0.0%CoreLowCharlotte, NC2026-10-30
Blume Capital Management, Inc.
502,385$20.2M3.0%ValueMediumBerkeley, CA2026-10-26
Farther Finance Advisors, LLC
497,291$20.0M0.1%IndexLowSan Francisco, CA2026-10-08
Tassel Capital Management, Inc.
493,288$19.8M9.8%ETFLowMatthews, NC2026-10-20
Guardian Wealth Management, LLC
485,400$19.5M5.5%ETFVery LowChattanooga, TN2026-10-14
Krilogy Financial LLC
483,531$19.5M0.5%GrowthLowSt. Louis, MO2026-10-13
Bannerman Wealth Management Group, LLC
470,470$18.9M10.8%ETFVery LowLewisville, TX2026-10-09
Revolve Wealth Partners, LLC
458,769$18.4M1.9%ETFVery LowHackensack, NJ2026-10-23
Integrity Alliance, Llc.
450,433$18.1M0.6%ETFMediumUrbandale, IA2026-10-29
Integrity Investment Advisors, LLC
444,466$17.8M7.0%ETFMediumFort Collins, CO2026-11-03
Riverchase Wealth Management, LLC
439,112$17.6M8.6%ETFMediumFlower Mound, TX2026-10-28
Sterling Wealth Management, Inc.
428,293$17.2M4.4%ETFLowChampaign, IL2026-10-23
Vermillion & White Wealth Management Group, LLC
415,733$16.7M8.5%ETFLowPhoenixville, PA2026-11-10
City State Bank
411,505$16.5M3.7%CoreVery LowNorwalk, IA2026-10-20
Wheels Up Wealth, Inc.
402,203$16.1M13.7%ETFVery LowBenicia, CA2026-10-27
BWM Planning, LLC
400,249$16.1M3.6%ETFVery LowThe Woodlands, TX2026-11-09
Kings Path Partners LLC
394,679$15.8M4.2%ETFVery LowSugar Land, TX2026-10-21
Johnson Wealth Management, LLC
394,260$15.8M6.5%ETFVery LowGrand Forks, ND2026-11-09
Rational Advisors, Inc.
391,612$15.7M1.5%ETFMediumSan Juan, PR2026-11-02
Client 1ST Advisory Group, LLC
376,671$15.1M3.9%ETFVery LowDunedin, FL2026-10-19
Park Avenue Securities LLC
376,297$15.1M0.3%ETFMediumNew York, NY2026-10-26
AA Financial Advisors, LLC
369,584$14.8M1.8%ETFMediumColumbus, OH2026-10-19
Burk Holdings LLC
351,413$14.1M4.9%ETFLowTulsa, OK2026-11-05
Mattern Wealth Management LLC
346,998$13.9M2.3%ETFVery LowLawrence, KS2026-11-04
Financial Symmetry Inc
338,979$13.6M4.3%ETFVery LowRaleigh, NC2026-10-06
Essential Planning, Llc.
338,202$13.6M3.7%ETFLowPortsmouth, NH2026-10-21
One Degree Advisors Inc
335,061$13.5M2.9%ETFLowSan Diego, CA2026-11-06
First Financial Group Corp
334,774$13.4M10.3%ETFLowRaleigh, NC2026-10-22
Kane Co Wealth Management, Inc.
333,478$13.4M10.7%ETFLowJohnston, IA2026-11-04
SageOak Financial, LLC
329,347$13.2M8.6%ETFLowTulsa, OK2026-10-19
Foundry Financial LLC
324,071$13.0M4.0%ETFMediumPasadena, CA2026-10-16
DeLarme Wealth Management, Inc.
322,081$12.9M7.3%ETFVery LowPalos Verdes Estates, CA2026-10-30
Modera Wealth Management, LLC
321,049$12.9M0.1%ETFVery LowWestwood, NJ2026-10-28
Yardley Wealth Management LLC
317,123$12.7M5.6%ETFVery LowYardley, PA2026-10-23
Heritage Wealth Management, Inc. s
315,137$12.6M4.7%ETFLowHouston, TX2026-11-06
BCU Wealth Advisors, LLC
308,184$12.4M4.0%ETFLowVernon Hills, IL2026-10-16
Collective Family Office LLC
307,970$12.4M2.6%ETFLowYork, PA2026-10-05
Legacy Financial Group, Inc.
303,564$12.2M2.7%ETFLowTulsa, OK2026-10-21
SeedSafe Financial LLC
298,396$12.0M8.8%ETFLowAustin, TX2026-11-02
ERn Financial, LLC
294,519$11.8M1.9%ETFVery LowMiddleton, WI2026-10-28
Coston, McIsaac & Partners
287,393$11.5M2.3%ValueLowBar Harbor, ME2026-11-06
Beacon Hill Wealth Management Ltd.
286,430$11.5M7.0%ETFN/AVictoria, UAE2026-10-21
SC&H Financial Advisors, Inc.
275,940$11.1M1.5%ETFVery LowHunt Valley, MD2026-10-14
Signature Estate & Investment Advisors LLC
273,908$11.0M0.2%ETFMediumLos Angeles, CA2026-10-13
Pasadena Private Wealth, LLC
266,852$10.7M1.3%ETFMediumPasadena, CA2026-11-10
SpringVest Wealth Management LLC
264,570$10.6M6.5%ETFLowDallas, TX2026-10-27
Triune Financial Partners, LLC
258,003$10.4M2.1%ETFVery LowOverland Park, KS2026-11-03
Thrivent Financial for Lutherans
256,415$10.3M0.0%CoreMediumMinneapolis, MN2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
256,055$10.3M0.5%ETFMediumWestlake, OH2026-10-14
Prudent Investor Advisors, LLC
255,810$10.3M8.0%ETFN/AFolsom, CA2026-10-22
Concord Wealth Partners
251,257$10.1M1.2%GrowthLowAbingdon, VA2026-11-02
United Wealth Management, LLC
238,603$9.6M2.5%ETFVery LowCharlottesville, VA2026-10-30
Ledgewood Wealth Advisors, LLC
235,277$9.4M5.2%ETFLowExeter, NH2026-10-09
Wealth Dimensions Group, Ltd.
234,644$9.4M1.6%ETFLowCincinnati, OH2026-11-02
LVZ, Inc.
227,281$9.1M0.9%ETFLowHolland, MI2026-10-20
Approach Retirement Advisors, LLC
226,853$9.1M6.7%ETFLowVestavia, AL2026-10-22
Elevation Point Wealth Partners, LLC
214,629$8.6M0.1%CoreMediumDenver, CO2026-11-05
Kestra Investment Management, LLC
213,648$8.6M0.2%ETFMediumAustin, TX2026-11-04
Bay Harbor Wealth Management, LLC
208,037$8.3M1.9%ETFMediumHunt Valley, MD2026-11-03
RCS Financial Planning, LLC
206,597$8.3M4.5%ETFMediumAnnapolis, MD2026-10-14
Creative Planning
200,563$8.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Vested Financial Planning, LLC
196,767$7.9M5.5%ETFMediumSan Carlos, CA2026-10-28
CLG LLC
196,327$7.9M1.6%ETFMediumLong Beach, CA2026-10-13
Parker Financial LLC
194,452$7.8M2.8%ETFVery LowSilverdale, WA2026-11-05
marrick wealth, LLC
194,218$7.8M5.5%ETFVery LowIrvine, CA2026-10-20
Physician Wealth Advisors, Inc.
190,143$7.6M0.9%ETFMediumMidvale, UT2026-10-20
Kestra Advisory Services, LLC
189,984$7.6M0.0%IndexLowAustin, TX2026-11-02
Heritage Investment Group, Inc.
188,861$7.6M1.0%ETFVery LowPompano Beach, FL2026-11-03
IFG Advisory, LLC
188,754$7.6M0.3%ETFLowAtlanta, GA2026-11-09
Thayer Financial, L.L.C.
187,185$7.5M6.8%ETFMediumHickory, NC2026-10-21
Herold Advisors, Inc.
187,048$7.5M1.5%CoreLowNew York, NY2026-10-19
Cherry Tree Wealth Management, LLC
180,801$7.3M1.4%ETFVery LowMinnetonka, MN2026-10-15
HBK Sorce Advisory LLC
176,619$7.3M0.1%ETFVery LowErie, PA2026-11-06
Cogent Private Wealth, Inc.
176,365$7.1M4.3%ETFMediumOrlando, FL2026-11-06
CGN Advisors LLC
176,274$7.1M0.5%ETFLowManhattan, KS2026-10-21
Sutton Place Investors LLC
174,557$7.0M3.3%ETFLowArmonk, NY2026-10-20
Austin Wealth Management, LLC
173,284$7.0M1.5%ETFLowAustin, TX2026-11-06
Citrine Capital LLC
171,616$6.9M2.3%ETFVery LowSan Francisco, CA2026-10-14
Navigoe, LLC
170,957$6.9M3.7%ETFVery LowRedondo Beach, CA2026-11-04
Cornerstone Wealth Partners, LLC
169,725$6.8M2.7%ETFVery LowOkemos, MI2026-10-28
Mather Group, Llc.
168,038$6.7M0.1%ETFMediumChicago, IL2026-10-14
Sowell Financial Services LLC
165,874$6.7M0.2%CoreLowNorth Little Rock, AR2026-10-23
3 Factor Indexing, LLC
162,616$6.5M5.4%ETFLowSacramento, CA2026-10-15
Summit Wealth Group LLC / Co
161,538$6.5M0.4%ETFHighColorado Springs, CO2026-10-29
AdvisorNet Financial, Inc
159,650$6.4M0.3%ETFLowMinnetonka, MN2026-10-15
Acorn Wealth Advisors, LLC
156,585$6.3M1.5%ETFLowGrand Blanc, MI2026-10-19
Apollon Wealth Management, LLC
155,957$6.3M0.1%GrowthLowMount Pleasant, SC2026-10-23
Great Valley Advisor Group, Inc.
147,569$5.9M0.1%ETFLowWilmington, DE2026-11-09
Onyx Financial Advisors, LLC
143,209$5.7M2.1%ETFVery LowIdaho Falls, ID2026-10-21
Continuum Wealth Advisors, LLC
142,583$5.7M1.9%ETFMediumSaratoga Springs, NY2026-10-20
Vermillion Wealth Management, Inc.
141,260$5.7M6.5%ValueLowRosemount, MN2026-10-26
PFG Advisors
140,923$5.7M0.3%ETFMediumPhoenix, AZ2026-10-16
Visionary Horizons, LLC
140,490$5.6M2.2%ETFLowKnoxville, TN2026-10-22
SJS Investment Consulting Inc.
139,142$5.6M0.6%ETFVery LowSylvania, OH2026-10-26
Arnold Financial Planning LLC
137,622$5.5M3.8%ETFVery LowHiawatha, IA2026-10-20
Porter White Investment Advisors, Inc.
137,047$5.5M3.4%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
137,047$5.5M3.4%ETFVery LowBirmingham, AL2026-10-14
AlphaStar Capital Management, LLC
135,544$5.4M0.3%ETFMediumCornelius, NC2026-10-16
Accurate Wealth Management, LLC
132,466$5.3M0.5%CoreMediumWesley Chapel, FL2026-10-20
Entrewealth, LLC
131,175$5.3M1.9%ETFLowAustin, TX2026-10-14
FinDec Wealth Services, Inc.
130,290$5.2M6.3%ETFVery LowStockton, CA2026-10-30
Schwarz Dygos Wheeler Investment Advisors LLC
130,203$5.2M1.0%CoreVery LowMinneapolis, MN2026-11-10
Pacific Asset Management, LLC
126,949$5.1M2.5%ETFVery LowGig Harbor, WA2026-10-15
TCP Asset Management, LLC
126,423$5.1M0.6%ETFLowUpper Arlington, OH2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC
125,820$5.0M2.4%ETFVery LowDaytona Beach, FL2026-11-03
Foster Group, Inc.
124,792$5.0M0.1%ETFVery LowUrbandale, IA2026-10-13
Winebrenner Capital Management LLC
124,773$5.0M3.2%ETFLowLouisville, KY2026-10-07
Live Oak Private Wealth LLC
123,649$5.0M0.6%ValueLowWilmington, NC2026-11-02
Mission Wealth Management, LP
121,891$4.9M0.1%ETFLowSanta Barbara, CA2026-10-15
Index Fund Advisors, Inc.
121,613$4.9M0.2%ETFVery LowIrvine, CA2026-11-05
DecisionMap Wealth Management, LLC
119,150$4.8M2.6%ETFLowGreat Falls, VA2026-10-29
E6 Portfolios, LLC
118,824$4.8M3.6%ETFLowMidvale, UT2026-10-26
DWR Wealth Management, LLC
115,522$4.6M3.2%ETFLowSan Jose, CA2026-10-13
Greenspring Advisors, LLC
113,113$4.5M0.2%ETFVery LowTowson, MD2026-11-05
Donalies Financial Planning, LLC
113,041$4.5M3.3%ETFVery LowWashington, DC2026-10-19
International Private Wealth Advisors LLC
112,956$4.5M1.9%CoreMediumSan Diego, CA2026-11-05
Northwest Wealth Management, LLC
112,188$4.5M0.6%ETFLowSpencer, IA2026-10-30
Forum Financial Management, LP
111,036$4.5M0.1%ETFLowLombard, IL2026-10-16
Wealth Advisors Northwest LLC
106,116$4.3M1.4%ETFLowPortland, OR2026-10-29
First Premier Bank
105,671$4.2M3.9%CoreVery LowSioux Falls, SD2026-10-13
Family Capital Management, Inc.
103,937$4.2M1.6%ETFLowGrand Rapids, MI2026-11-03
SAX Wealth Advisors, LLC
102,304$4.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Simplicity Wealth,LLC
102,214$4.1M0.1%ETFLowSummit, NJ2026-10-23
Glass Jacobson Investment Advisors llc
90,965$3.6M1.1%ETFLowOwings Mills, MD2026-10-26
MB Generational Wealth, LLC
89,138$3.6M1.8%ETFLowSpokane, WA2026-11-09
Canopy Partners, LLC
85,870$3.4M1.0%GrowthLowCincinnati, OH2026-10-28
Verus Financial Partners, Inc.
78,105$3.1M0.3%ETFVery LowRichmond, VA2026-10-29
Entrust Financial LLC
77,582$3.1M1.5%ETFMediumWayne, PA2026-11-04
Kestra Private Wealth Services, LLC
77,162$3.1M0.0%GrowthLowAustin, TX2026-11-06
Meredith Wealth Planning
77,112$3.1M0.8%ETFLowMaryville, IL2026-10-14
HFG Wealth Management, LLC
75,050$3.2M3.2%ETFLowThe Woodlands, TX2026-10-16
New Dimensions Wealth Management, LLC
74,551$3.0M2.1%ETFVery LowAllen, TX2026-11-02
Wealthcare Advisory Partners LLC
74,532$3.0M0.1%ETFLowWest Chester, PA2026-10-21
Schulz Wealth, Ltd.
74,266$3.0M1.4%ETFVery LowMansfield, TX2026-11-03
IFP Advisors, Inc
69,127$2.8M0.0%CoreLowTampa, FL2026-10-16
Citigroup Inc
66,520$2.7M0.0%CoreMediumNew York, NY2026-11-04
Selective Wealth Management, Inc.
65,112$2.6M0.6%ETFLowForest, VA2026-10-16
EverSource Wealth Advisors, LLC
64,311$2.6M0.1%CoreMediumBirmingham, AL2026-11-04
rebel Financial LLC
63,977$2.6M1.0%ETFHighGroveport, OH2026-11-04
SwitchPoint Financial Planning, LLC
62,633$2.5M1.4%ETFVery LowLehi, UT2026-11-02
Fiduciary Alliance LLC
60,751$2.4M0.2%CoreMediumGreenville, SC2026-10-13
Hartmann Taylor Wealth Management, LLC
60,302$2.4M1.4%ETFVery LowDallas, TX2026-10-14
Ballast Rock Private Wealth LLC
59,350$2.4M1.1%ETFMediumCharleston, SC2026-10-26
Stewardship Advisors, LLC
58,560$2.3M0.5%ETFMediumMount Joy, PA2026-10-20
Outbound Financial Inc
58,541$2.3M1.5%ETFLowBoulder, CO2026-10-13
J.W. Cole Advisors, Inc.
57,211$2.3M0.0%CoreLowTampa, FL2026-11-05
Rachor Investment Advisory Services, LLC
56,519$2.3M1.1%ETFVery LowLinden, MI2026-10-29
Torren Management, LLC
54,787$2.2M1.1%ETFMediumSan Diego, CA2026-10-29
Evanson Financial, LLC
53,453$2.1M0.1%ETFN/AMclean, VA2026-10-23
LexAurum Advisors, LLC
51,274$2.1M0.2%ETFLowOverland Park, KS2026-10-19
TCI Wealth Advisors, Inc.
50,242$2.0M0.1%ETFLowTucson, AZ2026-10-30
Landaas & Co
48,784$2.0M0.3%ETFVery LowMilwaukee, WI2026-10-29
Choreo, LLC
48,065$1.9M0.0%IndexLowRockford, IL2026-10-28
Williams & Novak Wealth Management, LLC
48,003$1.9M1.1%ETFMediumWestlake Village, CA2026-10-09
Next Level Wealth Planning, LLC
47,506$1.9M0.8%ETFVery LowMeridian, ID2026-10-29
Magnus Financial Group LLC
45,046$1.8M0.1%ETFLowNew York, NY2026-10-21
Hutchens & Kramer Investment Management Group, LLC
44,656$1.8M0.5%ETFLowIndianapolis, IN2026-10-16
Worth Asset Management, LLC
44,293$1.8M0.5%ETFHighDallas, TX2026-10-07
USAdvisors Wealth Management, LLC
43,828$1.8M2.0%ETFLowEden Prairie, MN2026-10-21
Concurrent Investment Advisors, LLC
43,513$1.7M0.0%CoreMediumTampa, FL2026-10-16
Arista Wealth Management, LLC
43,088$1.7M0.2%ETFMediumLas Vegas, NV2026-10-29
Prospera Financial Services Inc
43,032$1.8M0.0%CoreMediumDallas, TX2026-11-04
GEM Asset Management, LLC
42,290$1.7M0.7%ETFLowPlymouth, MI2026-10-13
CSP Financial Group, LLC
42,277$1.7M1.7%ETFLowScottsdale, AZ2026-10-26
Washington Trust Advisors, Inc.
41,560$1.7M0.1%GrowthLowWellesley, MA2026-10-22
Claro Advisors Inc.
40,033$1.6M0.2%CoreLowBoston, MA2026-11-02
Abel Hall, LLC
39,848$1.6M0.3%CoreMediumBaton Rouge, LA2026-10-19
WealthSpring Partners, LLC
39,608$1.6M1.7%ETFLowLong Beach, CA2026-10-14
Wealthcare Capital Management LLC
38,408$1.5M0.2%ETFVery LowRichmond, VA2026-10-21
Werba Rubin Papier Wealth Management
37,703$1.5M0.2%ETFLowSan Jose, CA2026-11-06
Everhart Financial Group, Inc.
36,809$1.5M0.1%ETFLowDublin, OH2026-10-08
Geneos Wealth Management Inc.
36,552$1.5M0.0%ETFLowEnglewood, CO2026-11-09
Cypress Financial Planning LLC
36,393$1.5M0.4%ETFLowHaddon Heights, NJ2026-10-09
Csenge Advisory Group
36,071$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Quantum Financial Advisors, LLC
35,263$1.4M0.1%ETFLowSanta Monica, CA2026-11-03
Samalin Investment Counsel, LLC
34,389$1.4M0.4%YieldMediumChappaqua, NY2026-10-23
Shearwater Capital LLC
32,921$1.3M0.6%ETFVery LowDenver, CO2026-10-13
Ariadne Wealth Management, LP
32,648$1.3M0.6%CoreLowSanta Barbara, CA2026-11-06
Triad Wealth Partners, LLC
32,555$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Riverbend Wealth Management, LLC
30,940$1.2M0.6%GrowthLowMyrtle Beach, SC2026-10-15
Andrews, Lucia Wealth Management LLC
30,377$1.2M0.7%ETFVery LowDanville, CA2026-11-02
RED Lighthouse Investment Management, LLC
30,012$1.2M0.4%ETFVery LowHillsdale, NY2026-11-02
GEN Financial Management, Inc.
26,439$1.1M0.6%ETFLowPlymouth, MN2026-10-13
Vestia Personal Wealth Advisors
25,495$1.0M0.4%ETFMediumFort Wayne, IN2026-10-20
Ashton Thomas Private Wealth, LLC
25,080$1.0M0.0%CoreMediumScottsdale, AZ2026-11-03
RHL Group, LLC
24,859$997.3K0.7%Agg GrowthVery HighHolly, MI2026-11-04
Oceanside Advisors LLC
24,228$972.0K0.6%ETFVery LowMount Pleasant, SC2026-11-03
25 LLC
24,073$965.8K0.3%ETFLowSt. Louis, MO2026-10-13
Ares Financial Consulting, LLC
23,791$954.5K0.7%ETFLowCalabasas, CA2026-10-19
Uptick Partners, LLC
23,737$952.3K0.1%ETFLowNacogdoches, TX2026-11-04
LifeSteps Financial, Inc.
22,302$894.8K0.4%ETFLowClaremont, CA2026-10-15
Hoxton Planning & Management, LLC
21,642$868.3K0.2%ETFLowShepherdstown, WV2026-10-15
Master's Wealth Management Inc.
21,553$864.7K0.3%ETFMediumLancaster, PA2026-10-22
JFS Wealth Advisors, LLC
21,532$863.9K0.0%ETFVery LowHermitage, PA2026-11-03
Forteris Wealth Management Inc.
21,190$850.1K0.7%ETFVery LowArmonk, NY2026-10-13
Factor Wealth Management LTD
19,412$778.8K0.1%ETFLowChicago, IL2026-10-08
TAGStone Capital, Inc.
18,986$761.7K0.2%ETFVery LowCharlotte, NC2026-11-09
Hippocratic Financial Advisors, LLC
18,947$760.1K0.3%ETFLowWestlake Village, CA2026-10-13
Two West Capital Advisors LLC
18,784$754.2K0.4%ETFLowOverland Park, KS2026-10-15
AWM Capital, LLC
18,640$747.9K0.1%ETFLowPhoenix, AZ2026-10-16
Builder Investment Group Inc
18,409$738.6K0.1%GrowthVery LowAtlanta, GA2026-10-22
ProCore Advisors, LLC
17,856$716.4K0.9%GARPLowNewport Beach, CA2026-10-14
Legacy Capital Wealth Partners, LLC
17,328$695.2K0.1%CoreMediumLittle Rock, AR2026-10-21
Firethorn Wealth Partners, LLC
17,207$690.4K0.2%ETFLowAugusta, GA2026-10-14
Silver OAK Securities, Incorporated
17,181$706.0K0.1%ETFMediumJackson, TN2026-11-09
Parkside Financial Bank & Trust
16,672$668.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Certified Advisory Corp
13,812$554.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Avise Financial Cooperative, Inc.
13,490$541.2K0.4%ETFLowLos Angeles, CA2026-11-09
Aspire Private Capital, LLC
13,312$534.1K0.1%ETFMediumCornelius, NC2026-11-05
Facet Wealth, Inc.
13,226$530.6K0.0%ETFVery LowWest Palm Beach, FL2026-11-04
Elevate Wealth Advisory, Inc
13,067$524.2K0.3%ETFVery LowAthens, GA2026-10-29
StoneX Group Inc.
12,904$534.3K0.0%ETFMediumNew York, NY2026-11-03
Plan Group Financial, LLC
12,828$518.4K0.1%ETFMediumOklahoma City, OK2026-10-22
Plancorp, LLC
12,652$517.6K0.0%ETFLowSaint Louis, MO2026-11-03
Allstreet Capital Advisors LLC
12,452$499.6K0.3%ETFVery LowLos Angeles, CA2026-11-04
MGO One Seven LLC
12,156$487.7K0.0%CoreLowBeachwood, OH2026-10-28
Allodium Investment Consultants, LLC
12,127$486.5K0.2%ETFVery LowMinneapolis, MN2026-10-14
Canvas Wealth Advisors, LLC
12,003$489.5K0.1%GrowthLowShawnee, KS2026-11-02
Spinnaker Investment Group, LLC
11,218$450.1K0.1%ETFLowNewport Beach, CA2026-10-13
Indivisible Partners
11,017$442.0K0.0%GrowthMediumClearwater, FL2026-10-26
Aspen Wealth Management LLC
11,003$441.4K0.1%ETFLowFort Worth, TX2026-10-14
Beacon Financial Strategies Corp
10,397$417.1K0.2%ETFVery LowRaleigh, NC2026-10-14
Balance Wealth Partners LLC
10,355$415.4K0.1%ETFMediumWorthington, OH2026-10-27
Old Peak Finance LLC
10,226$410.3K0.2%ETFVery LowChapel Hill, NC2026-11-02
Gemmer Asset Management LLC
10,106$405.5K0.0%ETFLowWalnut Creek, CA2026-10-16
Bright Financial Advisors, Inc.
10,003$401.3K0.2%ETFVery LowPortage, MI2026-10-23
MSH Capital Advisors LLC
9,994$401.0K0.1%GrowthLowScottsdale, AZ2026-11-03
Golden Bell Financial Planning LLC
9,918$397.9K0.3%ETFVery LowAlpharetta, GA2026-11-02
Clear Creek Financial Management, LLC
9,763$391.7K0.0%ETFMediumSilverdale, WA2026-10-28
Patriot Financial Group Insurance Agency, LLC
9,761$391.6K0.0%CoreLowWalpole, MA2026-10-14
LAM Group, Inc.
9,705$389.4K0.2%ETFVery LowLake Oswego, OR2026-10-26
StrongBox Wealth, LLC
9,498$381.1K0.1%GrowthLowLee'S Summit, MO2026-11-02
Grand Wealth Management, LLC
9,210$369.5K0.2%ETFLowGrand Rapids, MI2026-11-09
Demming Financial Services Corp
9,021$361.9K0.4%ETFVery LowAurora, OH2026-11-09
Forthright Family Wealth Advisory LLC
8,985$360.5K0.2%ETFHighHouston, TX2026-11-03
Jacobi Capital Management LLC
8,935$358.5K0.0%CoreLowPittston, PA2026-11-05
Potentia Wealth
8,872$355.9K0.1%ETFMediumSan Jose, CA2026-11-09
Venture Visionary Partners LLC
8,471$339.9K0.0%CoreLowSylvania, OH2026-10-07
Navigate Wealth Management, LLC
8,329$335.4K0.2%ETFLowBirmingham, AL2026-10-14
SeaCrest Wealth Management, LLC
8,282$332.3K0.0%GrowthLowPurchase, NY2026-10-21
Fiduciary Financial Group, LLC
8,203$329.1K0.0%ETFLowSan Rafael, CA2026-10-13
D.A. Davidson & Co.
8,202$329.1K0.0%CoreLowGreat Falls, MT2026-10-28
Redhawk Wealth Advisors, Inc.
8,085$324.4K0.0%ETFHighMinneapolis, MN2026-10-14
Mills Wealth Advisors LLC
8,073$323.9K0.1%ETFMediumSouthlake, TX2026-10-22
Diversified Portfolios, Inc.
7,453$299.0K0.0%ETFLowBloomfield Hills, MI2026-11-04
Victory Financial Group, LLC
7,249$290.8K0.0%ETFLowAustin, TX2026-10-27
Matisse Capital
7,200$288.9K0.1%ValueMediumPortland, OR2026-10-29
Stirlingshire Investments, Inc.
7,126$285.9K0.2%ETFMediumNew York, NY2026-11-05
Beacon Financial Advisory LLC
7,110$285.2K0.1%ETFLowCleveland, OH2026-10-16
Burton Enright Welch
7,033$282.2K0.0%ETFLowWalnut Creek, CA2026-11-04
Apollon Financial, LLC
6,690$268.4K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Rise Advisors, LLC
6,604$265.0K0.1%ETFMediumRochester, NY2026-10-16
Generations Wealth, LLC
6,584$264.2K0.2%ETFVery LowMadeira, OH2026-11-09
Investmark Advisory Group LLC
6,260$251.2K0.1%ETFVery LowShelton, CT2026-10-27
Winnacle Wealth LLC
5,870$235.5K0.2%CoreMediumWaco, TX2026-10-15
New Capital Management LP
5,754$230.9K0.1%ETFVery LowHouston, TX2026-10-29
Reyes Financial Architecture, Inc.
5,749$230.7K0.1%ETFVery HighSan Diego, CA2026-10-22
Nwam LLC
5,715$229.3K0.0%GrowthLowMercer Island, WA2026-11-09
Kingswood Wealth Advisors, LLC
5,699$228.6K0.0%GrowthLowSan Diego, CA2026-10-23
Nuveen, LLC
5,488$220.3K0.0%CoreLowCharlotte, NC2026-11-10
Bay Capital Advisors, LLC
5,466$219.3K0.1%ETFLowVirginia Beach, VA2026-10-16
Compass Ion Advisors, LLC
5,288$212.2K0.0%ETFVery LowConshohocken, PA2026-10-23
Private Advisory Group LLC
5,285$212.0K0.0%GrowthMediumRedmond, WA2026-11-06
B&D White Capital Company, LLC
5,211$209.1K0.0%ETFHighLakeway, TX2026-11-02
Clark Asset Management, LLC
5,207$208.9K0.0%ETFVery LowStratham, NH2026-10-19
Signature Equity Partners, LLC
5,183$207.9K0.1%GrowthMediumColumbus, OH2026-10-29
Eaton-Cambridge Inc.
5,102$204.7K0.1%ETFVery LowPhoenix, AZ2026-11-10
Birch Financial Group, LLC
5,090$204.2K0.1%CoreLowKeene, NH2026-10-27
Amicus Financial Advisors, LLC
5,063$203.1K0.1%ETFLowLubbock, TX2026-11-03
Rossby Financial, LCC
4,647$186.4K0.0%ETFMediumMelbourne, FL2026-11-05
Creative Financial Designs Inc
4,133$165.8K0.0%ETFMediumKokomo, IN2026-11-04
Salomon & Ludwin, LLC
4,041$162.1K0.0%ETFVery LowRichmond, VA2026-10-29
Smartleaf Asset Management LLC
3,896$156.4K0.0%IndexVery LowBoston, MA2026-11-10
Montgomery Financial Services LLC
3,388$135.9K0.1%ETFN/AOcean City, MD2026-11-03
Huntington National Bank
3,297$132.3K0.0%GrowthLowColumbus, OH2026-11-10
Align Financial, LLC
2,934$117.7K0.1%ETFVery LowHermantown, MN2026-10-16
Global Retirement Partners, LLC
2,844$114.1K0.0%CoreLowSan Rafael, CA2026-11-10
Clayton Financial Group LLC
2,471$99.1K0.1%ETFLowSt. Louis, MO2026-10-13
Nemes Rush Group LLC
2,372$95.2K0.0%GrowthLowNovi, MI2026-11-04
Fifth Third Bancorp
1,790$71.8K0.0%GrowthLowCincinnati, OH2026-11-05
Private Trust Co NA
1,550$62.2K0.0%CoreLowCleveland, OH2026-10-20
1620 Investment Advisors, Inc.
1,395$56.0K0.0%ValueLowPlymouth, MA2026-11-04
Nova Financial LLC
1,152$46.2K0.0%GARPN/ATucson, AZ2026-11-04
Evolution Wealth Management Inc.
843$33.8K0.0%ETFMediumFort Myers, FL2026-10-28
Golden State Wealth Management, LLC
785$31.5K0.0%ETFMediumSanta Ana, CA2026-11-02
PNC Financial Services Group, Inc.
643$25.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ascentis Independent Advisors
629$25.2K0.0%GrowthLowDallas, TX2026-11-03
CoreCap Advisors, LLC
356$14.3K0.0%ETFMediumSouthfield, MI2026-10-08
Bogart Wealth, LLC
334$13.4K0.0%GARPMediumMclean, VA2026-11-10
Buck Wealth Strategies, LLC
221$8.9K0.0%ValueMediumDenver, CO2026-10-28
Silver Grove Financial Group, Inc.
169$6.8K0.0%CoreLowOrchard Park, NY2026-11-05
Cape Investment Advisory, Inc.
100$4.0K0.0%ETFLowMcdonough, GA2026-10-13
Bank of Montreal
88$3.5K0.0%CoreMediumToronto, Australia2026-11-09
Cardiff Park Advisors, LLC
78$3.1K0.0%ETFLowSan Marcos, CA2026-11-09
Tradewinds Capital Management, LLC
77$3.1K0.0%ETFVery HighBellingham, WA2026-10-23
Quest 10 Wealth Builders, Inc.
38$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Global Trust Asset Management, LLC
31$1.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Valued Wealth Advisors LLC
0$60.0%ETFLowHolladay, UT2026-11-05