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Dimensional World EX US Core (DFAX)

CUSIP: 25434V880 | NYSE | 1046 institutional holders

Quarters

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

LPL Financial LLC8,436,088
0.1% of portfolio›$312.3M
Allworth Financial LP7,299,397
1.0% of portfolio›$268.9M
Great Waters Wealth Management5,348,513
17.8% of portfolio›$198.0M
Factory Mutual Insurance Co4,806,630
1.6% of portfolio›$177.9M
Plancorp, LLC3,888,724
3.2% of portfolio›$139.3M
Triune Financial Partners, LLC3,771,775
28.5% of portfolio›$139.6M
Commonwealth Equity Services, LLC3,706,304
0.2% of portfolio›$137.2M
JFS Wealth Advisors, LLC3,702,511
6.9% of portfolio›$137.1M
Assetmark, Inc3,207,177
0.2% of portfolio›$118.7M
D.A. Davidson & Co.2,831,810
0.6% of portfolio›$104.8M
Fifth Third Bancorp2,579,157
0.2% of portfolio›$95.5M
Creative Capital Management Investments LLC2,535,176
21.2% of portfolio›$93.9M
Morton Capital Management LLC2,508,105
11.2% of portfolio›$92.9M
New Capital Management LP2,444,053
20.2% of portfolio›$90.5M
Confluence Wealth Services, Inc.2,398,872
2.3% of portfolio›$88.8M
Evanson Financial, LLC2,269,353
4.1% of portfolio›$84.0M
Core Wealth Management, Inc.2,250,434
24.8% of portfolio›$83.3M
Cardinal Point Capital Management ULC2,002,396
4.1% of portfolio›$74.1M
Baker Boyer National Bank1,954,294
20.2% of portfolio›$72.3M
Greenspring Advisors, LLC1,887,404
3.1% of portfolio›$69.9M
BetterWealth, LLC1,823,321
11.4% of portfolio›$67.5M
HB Wealth Management, LLC1,619,164
0.3% of portfolio›$59.9M
Apella Capital, LLC1,613,440
0.8% of portfolio›$59.8M
Financial Symmetry Inc1,598,157
18.9% of portfolio›$59.2M
Altiora Financial Group, LLC1,580,349
9.6% of portfolio›$58.5M
Trellis Wealth Advisors LLC1,577,659
19.5% of portfolio›$58.4M
Master's Wealth Management Inc.1,525,239
16.5% of portfolio›$56.5M
Asset Dedication, LLC1,486,526
3.4% of portfolio›$55.0M
Savant Capital, LLC1,419,156
0.2% of portfolio›$52.5M
Warburton Capital Management, LLC1,418,138
18.0% of portfolio›$50.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,325,009
2.4% of portfolio›$49.1M
Babb Wealth Advisors LLC1,293,234
22.3% of portfolio›$47.9M
ShankerValleau Wealth Advisors, Inc.1,264,810
12.5% of portfolio›$46.8M
Onyx Financial Advisors, LLC1,187,338
15.7% of portfolio›$44.0M
Cliftonlarsonallen Wealth Advisors, LLC1,074,931
0.5% of portfolio›$39.8M
Forum Financial Management, LP1,037,858
0.5% of portfolio›$38.4M
Cambridge Investment Research Advisors, Inc.971,129
0.2% of portfolio›$36.0M
Old Peak Finance LLC958,078
16.5% of portfolio›$35.5M
Merit Financial Group, LLC915,784
0.2% of portfolio›$33.9M
Accredited Investor Services, LLC902,742
18.6% of portfolio›$33.4M
Brighton Jones LLC901,007
0.6% of portfolio›$33.4M
Destiny Wealth Partners, LLC894,860
3.3% of portfolio›$32.1M
Shearwater Capital LLC892,777
15.7% of portfolio›$33.1M
BIP Wealth, LLC892,369
0.9% of portfolio›$33.0M
RFG Advisory, LLC785,267
0.4% of portfolio›$29.1M
TCI Wealth Advisors, Inc.783,861
1.2% of portfolio›$29.0M
Wealth Enhancement Advisory Services, LLC770,249
0.0% of portfolio›$28.3M
Live Oak Private Wealth LLC766,539
3.4% of portfolio›$28.4M
Momentous Wealth Management, Inc.765,052
13.7% of portfolio›$28.3M
Aspen Private Advisors, LLC747,259
27.4% of portfolio›$27.7M
Cherrydale Wealth Management, LLC733,551
7.0% of portfolio›$27.2M
Aspiriant, LLC727,702
0.7% of portfolio›$26.9M
Kestra Advisory Services, LLC722,526
0.1% of portfolio›$26.7M
Conrad Siegel Investment Advisors, Inc.712,628
4.3% of portfolio›$26.4M
Legacy Financial Group, Inc.698,747
5.8% of portfolio›$25.9M
MilWealth Group LLC666,841
5.3% of portfolio›$24.7M
marrick wealth, LLC659,679
17.1% of portfolio›$24.4M
Sensible Money, LLC655,663
6.2% of portfolio›$24.3M
Truist Financial Corp636,564
0.0% of portfolio›$23.6M
Wolfstich Capital, LLC629,149
19.0% of portfolio›$23.4M
Chicago Partners Investment Group LLC624,582
0.4% of portfolio›$22.5M
Graves Light Lenhart Wealth, Inc.623,582
2.2% of portfolio›$23.1M
Tassel Capital Management, Inc.613,360
11.2% of portfolio›$22.7M
Modera Wealth Management, LLC581,458
0.2% of portfolio›$21.5M
Vested Financial Planning, LLC553,549
14.3% of portfolio›$20.5M
Symmetry Partners, LLC543,397
1.0% of portfolio›$20.1M
Farther Finance Advisors, LLC523,709
0.1% of portfolio›$19.4M
Silver Oak Advisory Group, Inc.523,599
7.5% of portfolio›$19.4M
Elser Financial Planning, Inc513,366
0.8% of portfolio›$19.0M
Greenwood Capital Associates LLC492,247
1.8% of portfolio›$18.2M
Indivisible Partners482,880
0.8% of portfolio›$17.9M
BlueSky Wealth Advisors, LLC473,462
2.0% of portfolio›$17.5M
Prosperity Planning, Inc.454,810
3.7% of portfolio›$16.8M
Lauterbach Financial Advisors, LLC441,618
7.0% of portfolio›$16.3M
Trust Co of the South438,936
2.3% of portfolio›$16.2M
Robertson Stephens Wealth Management, LLC428,427
0.4% of portfolio›$15.9M
B&D White Capital Company, LLC425,052
1.5% of portfolio›$15.7M
E6 Portfolios, LLC394,573
11.0% of portfolio›$14.6M
Creative Planning393,599
0.0% of portfolio›$14.6M
ARK & TLK Investments, LLC368,683
3.3% of portfolio›$13.6M
Keystone Financial Group, Inc.348,418
6.9% of portfolio›$12.9M
Level Four Advisory Services, LLC347,588
0.4% of portfolio›$12.9M
Andrews, Lucia Wealth Management LLC346,739
7.1% of portfolio›$12.8M
First National Bank Sioux Falls307,675
3.5% of portfolio›$11.4M
ERn Financial, LLC305,836
1.8% of portfolio›$11.3M
Porter White Investment Advisors, Inc.303,474
7.0% of portfolio›$11.2M
Porter White Investment Advisors, Inc.303,474
7.0% of portfolio›$11.2M
Hurlow Wealth Management Group, Inc.301,450
2.3% of portfolio›$11.2M
Moisand Fitzgerald Tamayo, LLC281,788
1.0% of portfolio›$10.4M
LS Investment Advisors, LLC274,360
1.4% of portfolio›$10.2M
Willow Creek Wealth Management Inc.268,071
0.7% of portfolio›$9.9M
SJS Investment Consulting Inc.258,145
1.0% of portfolio›$9.6M
SAX Wealth Advisors, LLC248,244
0.3% of portfolio›$9.2M
Park Avenue Securities LLC243,947
0.2% of portfolio›$9.0M
Cambridge Financial Group, LLC243,898
2.8% of portfolio›$9.0M
55 North Private Wealth, LLC228,975
1.6% of portfolio›$8.5M
Capstone Wealth Management, LLC228,670
3.9% of portfolio›$8.5M
Bayshore Asset Management, LLC222,044
2.9% of portfolio›$8.2M
True Blue Financial, LLC219,705
3.0% of portfolio›$8.1M
Lawood & Co219,432
5.6% of portfolio›$8.1M
Integrated Advisors Network LLC216,170
0.4% of portfolio›$8.0M
Visionary Wealth Advisors212,601
0.3% of portfolio›$7.9M
Cogent Private Wealth, Inc.210,408
4.7% of portfolio›$7.8M
Gould Asset Management LLC209,590
1.3% of portfolio›$7.8M
SC&H Financial Advisors, Inc.208,399
1.1% of portfolio›$7.7M
Entrust Financial LLC206,128
3.7% of portfolio›$7.6M
Peirce Capital Management, LLC205,586
2.8% of portfolio›$7.6M
Mission Wealth Management, LP201,291
0.1% of portfolio›$7.5M
Warwick Investment Management, Inc.201,267
0.9% of portfolio›$7.5M
Canopy Partners, LLC198,555
2.1% of portfolio›$7.4M
Hassell Wealth Management, LLC196,678
2.2% of portfolio›$7.3M
Foundry Financial LLC185,031
2.1% of portfolio›$6.8M
CGN Advisors LLC174,286
0.5% of portfolio›$6.5M
DiNuzzo Private Wealth, Inc.172,439
0.6% of portfolio›$6.4M
626 Financial, LLC172,433
2.4% of portfolio›$6.4M
Phillips Financial Management, LLC170,695
0.5% of portfolio›$6.3M
RS Crum Inc.170,252
1.2% of portfolio›$6.3M
Aerodigm Wealth, LLC169,835
2.2% of portfolio›$6.3M
GEM Asset Management, LLC165,736
2.4% of portfolio›$6.1M
AWM Capital, LLC164,198
0.4% of portfolio›$6.1M
MLG Wealth Management DBA Pine Grove Financial Group159,682
0.6% of portfolio›$5.9M
Avestar Capital, LLC159,015
0.5% of portfolio›$5.9M
First Financial Group Corp157,841
4.5% of portfolio›$5.8M
McGrath & Associates, Inc.156,556
6.5% of portfolio›$5.8M
Tillman Hartley LLC151,497
1.1% of portfolio›$5.6M
Wealth Architects, LLC150,154
0.4% of portfolio›$5.6M
RAM Investment Partners, LLC149,634
0.9% of portfolio›$5.5M
Gradient Capital Advisors, LLC148,327
1.3% of portfolio›$5.5M
Mather Group, Llc.140,165
0.0% of portfolio›$5.2M
Belleair Asset Management, LLC138,288
4.3% of portfolio›$5.1M
Forvis Mazars Wealth Advisors, LLC136,458
0.1% of portfolio›$5.1M
EverSource Wealth Advisors, LLC135,496
0.2% of portfolio›$5.0M
Kane Co Wealth Management, Inc.133,939
4.0% of portfolio›$5.0M
Earned Wealth Advisors, LLC133,898
0.3% of portfolio›$5.0M
WealthSpring Partners, LLC133,371
5.2% of portfolio›$4.9M
Concord Wealth Partners132,979
0.6% of portfolio›$4.9M
Cyndeo Wealth Partners, LLC131,328
0.2% of portfolio›$4.9M
Florida Trust Wealth Management Co131,240
0.1% of portfolio›$4.9M
DWR Wealth Management, LLC122,118
3.2% of portfolio›$4.6M
Versant Capital Management, Inc118,536
0.4% of portfolio›$4.4M
SwitchPoint Financial Planning, LLC117,940
2.4% of portfolio›$4.4M
Choreo, LLC115,536
0.0% of portfolio›$4.3M
Harbor Group, Inc.113,953
0.5% of portfolio›$4.2M
TrustWell Financial Advisors, LLC113,834
3.6% of portfolio›$4.2M
Factor Wealth Management LTD113,546
0.6% of portfolio›$4.2M
Mesirow Financial Investment Management, Inc.112,761
0.1% of portfolio›$4.2M
XY Planning Network, Inc.111,577
0.4% of portfolio›$4.1M
Cherry Tree Wealth Management, LLC109,871
0.8% of portfolio›$4.1M
Lantern Wealth Advisors, LLC107,185
1.7% of portfolio›$4.0M
Arista Wealth Management, LLC101,610
0.4% of portfolio›$3.8M
Rockwood Wealth Management, LLC101,538
0.2% of portfolio›$3.8M
RW Investment Management LLC100,451
0.3% of portfolio›$3.7M
Kingswood Wealth Advisors, LLC99,054
0.1% of portfolio›$3.7M
Donalies Financial Planning, LLC95,947
2.6% of portfolio›$3.6M
Accurate Wealth Management, LLC94,474
0.3% of portfolio›$3.5M
Perigon Wealth Management, LLC93,726
0.1% of portfolio›$3.5M
Heritage Wealth Management, Inc. s90,249
1.3% of portfolio›$3.3M
United Wealth Management, LLC89,137
0.9% of portfolio›$3.3M
Merited Wealth, LLC86,738
2.2% of portfolio›$3.2M
LifeSteps Financial, Inc.84,504
1.5% of portfolio›$3.1M
Northwest Wealth Management, LLC83,760
0.4% of portfolio›$3.1M
Squire Investment Management Company, LLC76,779
0.7% of portfolio›$2.8M
BCO Wealth Management LLC76,497
1.5% of portfolio›$2.8M
Opulen Financial Group LLC75,849
1.7% of portfolio›$2.8M
Cannon Financial Strategists, Inc.74,444
0.3% of portfolio›$2.8M
Apollon Financial, LLC74,075
0.3% of portfolio›$2.7M
Retirement Solution LLC73,791
0.6% of portfolio›$2.7M
Physician Wealth Advisors, Inc.72,257
0.3% of portfolio›$2.7M
Outbound Financial Inc72,243
1.7% of portfolio›$2.7M
Legacy Capital Wealth Partners, LLC70,525
0.5% of portfolio›$2.6M
Quad-Cities Investment Group, LLC70,315
0.9% of portfolio›$2.6M
HMV Wealth Advisors, LLC69,123
1.0% of portfolio›$2.6M
Cogent Strategic Wealth LLC69,069
2.4% of portfolio›$2.6M
Regions Financial Corp66,839
0.0% of portfolio›$2.5M
Prudent Investor Advisors, LLC64,380
1.9% of portfolio›$2.4M
LAM Group, Inc.61,994
1.2% of portfolio›$2.3M
Wealth Advisors Northwest LLC61,468
0.8% of portfolio›$2.3M
Liberty Capital Management, Inc.60,457
0.4% of portfolio›$2.2M
RED Lighthouse Investment Management, LLC60,318
0.7% of portfolio›$2.2M
Melfa Wealth Management, Inc.60,291
1.2% of portfolio›$2.2M
Financial Harvest, LLC59,387
1.0% of portfolio›$2.2M
Astra Wealth Partners LLC58,517
1.2% of portfolio›$2.2M
New Dimensions Wealth Management, LLC57,606
1.5% of portfolio›$2.1M
Tandemgrowth Financial Advisors LLC56,896
1.7% of portfolio›$2.1M
Total Clarity Wealth Management, Inc.53,217
0.4% of portfolio›$2.0M
Sprinkle Financial Consultants LLC53,024
0.8% of portfolio›$2.0M
JDH Wealth Management, LLC52,653
1.2% of portfolio›$1.9M
Triad Wealth Partners, LLC51,260
0.1% of portfolio›$1.9M
Vannoy Advisory Group, Inc.50,039
1.1% of portfolio›$1.9M
Krilogy Financial LLC49,589
0.1% of portfolio›$1.8M
Axxcess Wealth Management, LLC49,527
0.1% of portfolio›$1.8M
Elevate Wealth Advisory, Inc49,437
0.9% of portfolio›$1.8M
IFG Advisors, LLC48,927
0.2% of portfolio›$1.8M
Cypress Point Wealth Management, LLC48,578
0.2% of portfolio›$1.8M
DeLarme Wealth Management, Inc.48,279
1.0% of portfolio›$1.8M
Fiduciary Financial Group, LLC47,712
0.2% of portfolio›$1.8M
Simplicity Wealth,LLC47,652
0.1% of portfolio›$1.8M
Brady Martz Wealth Solutions, LLC47,614
0.3% of portfolio›$1.8M
Security Financial Services, Inc.46,639
0.2% of portfolio›$1.7M
Poinciana Advisors Group, LLC46,085
1.6% of portfolio›$2.1M
Firethorn Wealth Partners, LLC45,358
0.5% of portfolio›$1.7M
Prudent Man Investment Management, Inc.44,312
0.5% of portfolio›$1.6M
IFP Advisors, Inc43,745
0.0% of portfolio›$1.6M
Private Advisory Group LLC43,419
0.1% of portfolio›$1.6M
Clarity Capital Advisors, LLC43,185
0.7% of portfolio›$1.6M
Investmark Advisory Group LLC42,176
0.5% of portfolio›$1.6M
Frankly Finances, LLC41,878
1.2% of portfolio›$1.6M
RF&L Wealth Management, LLC41,686
1.0% of portfolio›$1.5M
Spinnaker Investment Group, LLC41,455
0.2% of portfolio›$1.5M
Summit Wealth Group LLC / Co41,010
0.1% of portfolio›$1.5M
Heritage Wealth Management, Inc.40,718
0.5% of portfolio›$1.5M
Investment Planning Advisors, Inc.40,480
0.3% of portfolio›$1.5M
Diversified Trust Co40,041
0.0% of portfolio›$1.5M
Atlas Private Wealth Advisors39,987
0.3% of portfolio›$1.5M
Sage Rhino Capital LLC39,307
0.2% of portfolio›$1.5M
Life Planning Partners, Inc39,250
1.2% of portfolio›$1.5M
Claro Advisors Inc.38,986
0.1% of portfolio›$1.4M
PNC Financial Services Group, Inc.38,965
0.0% of portfolio›$1.4M
Fiduciary Alliance LLC38,730
0.1% of portfolio›$1.4M
HBE Wealth Management, LLC38,708
1.0% of portfolio›$1.4M
Cutler Investment Counsel LLC37,763
0.1% of portfolio›$1.4M
TruNorth Capital Management, LLC37,368
0.2% of portfolio›$1.4M
Concurrent Investment Advisors, LLC37,163
0.0% of portfolio›$1.4M
Ascent Group, LLC36,213
0.0% of portfolio›$1.3M
Maseco LLP36,061
0.0% of portfolio›$1.3M
Intelligent Financial Strategies35,705
0.6% of portfolio›$1.3M
Verus Capital Partners, LLC35,689
0.1% of portfolio›$1.3M
Tortoise Investment Management, LLC35,243
0.1% of portfolio›$1.3M
Foundation Wealth Management, Llc\pa34,571
0.4% of portfolio›$1.3M
Montis Financial, LLC34,540
0.3% of portfolio›$1.3M
Clark Asset Management, LLC33,488
0.1% of portfolio›$1.2M
Midwest Trust Co33,396
0.0% of portfolio›$1.2M
Canandaigua National Trust Co of Florida33,092
0.7% of portfolio›$1.2M
Americana Partners, LLC32,821
0.0% of portfolio›$1.2M
Arnold Financial Planning LLC32,611
0.8% of portfolio›$1.2M
AA Financial Advisors, LLC32,531
0.1% of portfolio›$1.2M
Baker Tilly Wealth Management, LLC32,050
0.2% of portfolio›$1.2M
Aquire Wealth Advisors, LLC31,702
0.3% of portfolio›$1.2M
Voisard Asset Management Group, Inc.31,441
0.2% of portfolio›$1.2M
M Wealth Management, LLC30,662
0.9% of portfolio›$1.1M
Integrity Alliance, Llc.29,949
0.0% of portfolio›$1.1M
Lynx Investment Advisory29,901
0.4% of portfolio›$1.1M
Strategent Financial, LLC29,881
0.5% of portfolio›$1.1M
Jacobi Capital Management LLC29,436
0.1% of portfolio›$1.1M
Independent Wealth Network Inc.28,302
0.3% of portfolio›$1.0M
Nicholas Hoffman & Company, Llc.28,269
0.0% of portfolio›$1.0M
CFS Investment Advisory Services, LLC27,664
0.1% of portfolio›$1.0M
Semitam Bonam LLC27,632
0.7% of portfolio›$1.0M
Jnba Financial Advisors27,448
0.1% of portfolio›$1.0M
Shakespeare Wealth Management, LLC27,057
0.2% of portfolio›$1.0M
Meredith Wealth Planning26,633
0.2% of portfolio›$986.0K
Quadrant Private Wealth Management, LLC26,178
0.1% of portfolio›$969.1K
Leading Edge Financial Planning LLC25,846
0.2% of portfolio›$956.8K
McCarley & Cook Financial Planners25,775
0.7% of portfolio›$954.2K
Whitener Capital Management, Inc.25,508
0.2% of portfolio›$944.3K
Bank of New York Mellon Corp25,412
0.0% of portfolio›$940.8K
Scratch Capital LLC25,374
0.6% of portfolio›$939.3K
Market Street Wealth Management Advisors LLC25,295
0.1% of portfolio›$936.4K
Partners in Financial Planning25,227
0.1% of portfolio›$933.9K
SteelPeak Wealth, LLC25,069
0.0% of portfolio›$928.1K
Vise Technologies, Inc.25,007
0.0% of portfolio›$925.8K
Fifth Third Securities, Inc.24,989
0.0% of portfolio›$925.1K
May Hill Capital, LLC24,550
0.2% of portfolio›$908.8K
Brewster Financial Planning LLC24,537
0.5% of portfolio›$908.4K
Midwest Heritage Bank, FSB24,255
0.3% of portfolio›$897.9K
Waterfront Wealth Inc.24,206
0.1% of portfolio›$885.6K
Harbor Investment Advisory, LLC24,201
0.1% of portfolio›$895.9K
Keybank National Association23,895
0.0% of portfolio›$884.6K
Rise Advisors, LLC23,628
0.2% of portfolio›$874.7K
Everest Financial Group LLC23,228
0.1% of portfolio›$859.9K
Certified Advisory Corp22,832
0.1% of portfolio›$845.2K
HBK Sorce Advisory LLC22,241
0.0% of portfolio›$778.7K
Inscription Capital, LLC22,136
0.1% of portfolio›$819.5K
Selective Wealth Management, Inc.21,541
0.2% of portfolio›$789.5K
Carlton Hofferkamp & Jenks Wealth Management, LLC21,534
0.2% of portfolio›$786.8K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies21,434
0.6% of portfolio›$793.5K
DecisionPoint Financial, LLC20,917
0.1% of portfolio›$770.1K
Asset Advisory Group, Inc.20,816
0.3% of portfolio›$770.6K
waypoint wealth counsel19,776
0.4% of portfolio›$732.1K
Kaufman Rossin Wealth, LLC19,301
0.3% of portfolio›$714.5K
Seamount Financial Group Inc19,230
0.3% of portfolio›$711.9K
Stewardship Advisors, LLC19,210
0.1% of portfolio›$711.2K
Boyce & Associates Wealth Consulting, Inc.19,124
0.4% of portfolio›$708.0K
Northwest Wealth Advisors, LLC18,954
0.3% of portfolio›$701.7K
Avantax Planning Partners, Inc.18,434
0.0% of portfolio›$682.4K
Holcombe Financial, Inc.18,301
0.4% of portfolio›$677.5K
Signaturefd, LLC18,114
0.0% of portfolio›$670.6K
Diversify Wealth Management, LLC17,918
0.0% of portfolio›$656.7K
Diversify Advisory Services, LLC17,918
0.0% of portfolio›$656.7K
US Bancorp \de\17,778
0.0% of portfolio›$658.1K
Briggs Wealth Management, Inc17,592
0.6% of portfolio›$651.3K
Ares Financial Consulting, LLC16,668
0.4% of portfolio›$617.0K
Two West Capital Advisors LLC16,592
0.3% of portfolio›$618.4K
Maia Wealth LLC16,311
0.1% of portfolio›$603.8K
KOM Wealth Management Group, LLC16,310
0.3% of portfolio›$603.8K
Facet Wealth, Inc.16,189
0.0% of portfolio›$599.3K
Verus Financial Partners, Inc.16,149
0.1% of portfolio›$597.8K
Ferguson Johnson Wealth Management Inc16,122
0.4% of portfolio›$596.9K
Valley Forge Investment Consultants Inc ADV16,086
0.1% of portfolio›$595.5K
LJI Wealth Management, LLC15,976
0.1% of portfolio›$591.4K
Syverson Strege & Co15,759
0.1% of portfolio›$583.4K
SageOak Financial, LLC15,542
0.4% of portfolio›$575.4K
Citizens Financial Group Inc15,471
0.0% of portfolio›$572.7K
Oath Planning, LLC15,259
0.4% of portfolio›$564.9K
Prime Capital Investment Advisors, LLC15,134
0.0% of portfolio›$560.3K
Tennessee Valley Asset Management Partners15,051
0.1% of portfolio›$557.2K
Websterrogers Financial Advisors, LLC14,788
0.1% of portfolio›$547.5K
Signal Advisors Wealth, LLC14,740
0.0% of portfolio›$545.7K
Navigate Wealth Management, LLC14,639
0.3% of portfolio›$542.8K
Renasant Bank14,605
0.4% of portfolio›$540.7K
Well Done, LLC14,575
0.1% of portfolio›$539.6K
Level Wealth Management LLC14,484
0.2% of portfolio›$536.2K
Probity Advisors, Inc.14,364
0.1% of portfolio›$531.8K
Wedmont Private Capital14,225
0.0% of portfolio›$523.5K
PFG Advisors14,177
0.0% of portfolio›$524.8K
Signature Resources Capital Management, LLC14,172
0.2% of portfolio›$524.6K
Approach Retirement Advisors, LLC13,771
0.4% of portfolio›$509.8K
RVW Wealth, LLC13,729
0.0% of portfolio›$508.3K
Vilga Financial Planning LLC13,404
0.3% of portfolio›$496.2K
Clifford Swan Investment Counsel LLC13,390
0.0% of portfolio›$495.7K
Powerhouse Assets LLC13,169
0.4% of portfolio›$487.5K
25 LLC12,904
0.1% of portfolio›$477.7K
Huntleigh Advisors, Inc.12,859
0.1% of portfolio›$476.0K
Parkside Financial Bank & Trust12,625
0.0% of portfolio›$467.4K
Jessup Wealth Management, Inc12,324
0.1% of portfolio›$456.2K
Obermeyer Wealth Partners12,285
0.0% of portfolio›$454.8K
MGO One Seven LLC12,203
0.0% of portfolio›$451.8K
Sage Mountain Advisors LLC12,189
0.0% of portfolio›$451.2K
Falcon Wealth Planning12,178
0.0% of portfolio›$450.8K
Burk Holdings LLC12,100
0.2% of portfolio›$447.9K
Tableaux LLC11,908
0.2% of portfolio›$440.8K
Prospera Financial Services Inc11,744
0.0% of portfolio›$420.7K
Clearstead Advisors, LLC11,573
0.0% of portfolio›$428.4K
Joel Adams & Associates, Inc.11,474
0.3% of portfolio›$424.8K
AlphaStar Capital Management, LLC11,305
0.0% of portfolio›$418.5K
Advisor OS, LLC10,748
0.0% of portfolio›$397.9K
Kelly Financial Group LLC10,728
0.1% of portfolio›$397.2K
Gemmer Asset Management LLC10,709
0.0% of portfolio›$396.5K
Shotwell Rutter Baer Inc10,556
0.2% of portfolio›$390.8K
Sage Financial Group Inc10,263
0.0% of portfolio›$379.9K
Tranquility Partners, LLC10,167
0.1% of portfolio›$377.1K
Rossby Financial, LCC10,103
0.1% of portfolio›$374.0K
Sensenig Capital Advisors, Inc10,050
0.3% of portfolio›$372.1K
Clayton Financial Group LLC10,035
0.2% of portfolio›$371.5K
HUB Investment Partners, LLC9,988
0.0% of portfolio›$369.7K
Essential Planning, Llc.9,836
0.1% of portfolio›$364.1K
Grey Fox Wealth Advisors, LLC9,787
0.1% of portfolio›$362.3K
Sheets Smith Wealth Management9,717
0.0% of portfolio›$359.7K
Root Financial Partners, LLC9,521
0.0% of portfolio›$352.5K
Lido Advisors, LLC9,398
0.0% of portfolio›$347.9K
Physician Wealth Solutions Inc.9,380
0.1% of portfolio›$347.2K
Brookstone Capital Management9,301
0.0% of portfolio›$344.3K
Ritholtz Wealth Management9,246
0.0% of portfolio›$342.3K
Samalin Investment Counsel, LLC9,204
0.1% of portfolio›$340.7K
AdvisorNet Financial, Inc9,201
0.0% of portfolio›$336.6K
Ullmann Wealth Partners Group, LLC9,041
0.0% of portfolio›$334.7K
Diversified Enterprises, LLC8,728
0.0% of portfolio›$323.1K
Leonard Rickey Investment Advisors P.L.L.C.8,612
0.0% of portfolio›$318.8K
Sound Income Strategies, LLC8,384
0.0% of portfolio›$308.5K
USAdvisors Wealth Management, LLC8,238
0.4% of portfolio›$304.0K
August Group Capital Ltd8,175
0.3% of portfolio›$302.6K
Trust Point Inc.8,106
0.0% of portfolio›$300.1K
Private Trust Co NA7,983
0.0% of portfolio›$295.5K
Oakwell Private Wealth Management, LLC7,981
0.0% of portfolio›$295.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,906
0.0% of portfolio›$292.7K
Bokf, NA7,702
0.0% of portfolio›$285.1K
Avidian Wealth Enterprises, LLC7,564
0.0% of portfolio›$280.0K
Canvas Wealth Advisors, LLC7,543
0.0% of portfolio›$274.5K
Legacy Private Trust Co.7,501
0.0% of portfolio›$277.7K
Cedar Point Capital Partners, LLC7,420
0.2% of portfolio›$274.7K
Milestone Asset Management Group, LLC7,352
0.1% of portfolio›$272.2K
J.W. Cole Advisors, Inc.7,263
0.0% of portfolio›$268.9K
NorthAvenue LLC7,183
0.2% of portfolio›$265.9K
rebel Financial LLC7,098
0.1% of portfolio›$262.8K
Cadent Capital Advisors, LLC6,964
0.1% of portfolio›$257.8K
Arbor Wealth Advisors LLC6,947
0.2% of portfolio›$257.2K
Perennial Advisors, LLC6,931
0.0% of portfolio›$256.6K
RHS Financial, LLC6,891
0.1% of portfolio›$255.1K
Mowery & Schoenfeld Wealth Management, LLC6,863
0.3% of portfolio›$254.1K
Wealthcare Advisory Partners LLC6,748
0.0% of portfolio›$249.8K
Optima Capital LLC6,735
0.1% of portfolio›$249.3K
Affinity Capital Advisors, LLC6,654
0.0% of portfolio›$246.7K
Moors & Cabot, Inc.6,653
0.0% of portfolio›$246.3K
Abacus Wealth Partners, LLC6,492
0.0% of portfolio›$240.3K
Dynamic Advisor Solutions LLC6,461
0.0% of portfolio›$239.2K
Compound Planning, Inc.6,110
0.0% of portfolio›$226.2K
Connecticut Wealth Management, LLC6,103
0.0% of portfolio›$225.9K
Orin Green Financial, LLC6,087
0.1% of portfolio›$225.3K
Cooper S Advisors, LLC6,075
0.1% of portfolio›$224.9K
City State Bank6,000
0.1% of portfolio›$222.1K
Hutchens & Kramer Investment Management Group, LLC5,933
0.1% of portfolio›$219.6K
Founders Financial Securities LLC5,890
0.0% of portfolio›$218.0K
Staley Capital Advisers Inc5,876
0.0% of portfolio›$217.5K
True Wealth Design, LLC5,874
0.1% of portfolio›$217.5K
Sapient Capital LLC5,816
0.0% of portfolio›$215.3K
American Capital Advisory, LLC5,789
0.1% of portfolio›$214.3K
Elevation Wealth Partners, LLC5,737
0.1% of portfolio›$212.4K
Csenge Advisory Group5,719
0.0% of portfolio›$211.7K
Venture Visionary Partners LLC5,716
0.0% of portfolio›$211.6K
Glass Jacobson Investment Advisors llc5,667
0.1% of portfolio›$209.8K
Ashton Thomas Private Wealth, LLC5,666
0.0% of portfolio›$209.8K
Sowell Financial Services LLC5,648
0.0% of portfolio›$209.1K
Rodgers & Associates, LTD5,636
0.0% of portfolio›$208.6K
Ascent Wealth Partners, LLC5,635
0.0% of portfolio›$208.6K
Bdfs Capital LLC5,574
0.1% of portfolio›$206.3K
Arbor Investment Advisors, LLC5,552
0.0% of portfolio›$205.5K
Grove Street Fiduciary, LLC5,509
0.1% of portfolio›$203.9K
Kestra Investment Management, LLC5,454
0.0% of portfolio›$201.9K
Oakworth Capital, Inc.5,295
0.0% of portfolio›$196.0K
Investors Research Corp4,911
0.0% of portfolio›$181.8K
Cullen T Bankers, Inc.4,872
0.0% of portfolio›$180.4K
Washington Trust Advisors, Inc.4,381
0.0% of portfolio›$162.2K
Coston, McIsaac & Partners4,191
0.0% of portfolio›$155.2K
Golden State Wealth Management, LLC3,883
0.0% of portfolio›$143.8K
Parallel Advisors, LLC3,640
0.0% of portfolio›$134.8K
Kings Path Partners LLC3,496
0.0% of portfolio›$129.4K
Navigoe, LLC3,144
0.1% of portfolio›$116.0K
NBT Bank, N.A.2,726
0.0% of portfolio›$100.9K
Financial Consulate, Inc2,413
0.0% of portfolio›$89.3K
Ascentis Independent Advisors2,389
0.0% of portfolio›$88.4K
Align Financial, LLC2,077
0.0% of portfolio›$76.9K
Harbor Asset Planning, Inc.1,972
0.1% of portfolio›$73.0K
CX Institutional1,727
0.0% of portfolio›$64
KFG LLC1,661
0.0% of portfolio›$61.5K
Olistico Wealth, LLC1,595
0.0% of portfolio›$59.0K
Owl Creek Wealth Partners LLC1,574
0.0% of portfolio›$58.3K
Provenance Wealth Advisors, LLC1,468
0.0% of portfolio›$54.3K
Southern Michigan Bank & Trust1,301
0.0% of portfolio›$48.2K
Key FInancial Inc1,225
0.0% of portfolio›$45.4K
Pillar Financial Advisors, LLC1,150
0.0% of portfolio›$42.6K
Trust Co of Vermont1,132
0.0% of portfolio›$41.9K
CoreCap Advisors, LLC917
0.0% of portfolio›$33.9K
Private Wealth Management Group, LLC884
0.0% of portfolio›$32.7K
AlphaCore Capital LLC834
0.0% of portfolio›$30.9K
Silver Grove Financial Group, Inc.752
0.0% of portfolio›$27.8K
Tradewinds Capital Management, LLC644
0.0% of portfolio›$23.8K
Winch Advisory Services, LLC608
0.0% of portfolio›$22.5K
Thompson Investment Management, Inc.557
0.0% of portfolio›$20.6K
Birchwood Financial Partners, Inc.523
0.0% of portfolio›$19.4K
Downshift Financial, LLC486
0.0% of portfolio›$18.0K
Vermillion Wealth Management, Inc.485
0.0% of portfolio›$18.0K
Creative Financial Designs Inc393
0.0% of portfolio›$14.5K
Foresight Capital Management Advisors, Inc.368
0.0% of portfolio›$13.6K
Hughes Financial Services, LLC331
0.0% of portfolio›$12.0K
First Bancorp, Inc303
0.0% of portfolio›$11.2K
Evolution Wealth Management Inc.282
0.0% of portfolio›$10.4K
Dynamic Wealth Strategies, LLC248
0.0% of portfolio›$9.2K
Capital Investment Advisory Services, LLC243
0.0% of portfolio›$9.1K
Wilkerson Advisory Group LLC174
0.0% of portfolio›$6.5K
Central Trust Co120
0.0% of portfolio›$4.4K
Gables Capital Management Inc.43
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
LPL Financial LLC
8,436,088$312.3M0.1%IndexVery LowFort Mill, SC2026-11-06
Allworth Financial LP
7,299,397$268.9M1.0%IndexLowFolsom, CA2026-11-06
Great Waters Wealth Management
5,348,513$198.0M17.8%ETFVery LowShoreview, MN2026-10-07
Factory Mutual Insurance Co
4,806,630$177.9M1.6%GrowthLowWaltham, MA2026-10-30
Plancorp, LLC
3,888,724$139.3M3.2%ETFLowSaint Louis, MO2026-11-03
Triune Financial Partners, LLC
3,771,775$139.6M28.5%ETFVery LowOverland Park, KS2026-11-03
Commonwealth Equity Services, LLC
3,706,304$137.2M0.2%ETFLowWaltham, MA2026-11-02
JFS Wealth Advisors, LLC
3,702,511$137.1M6.9%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
3,207,177$118.7M0.2%ETFLowConcord, CA2026-10-21
D.A. Davidson & Co.
2,831,810$104.8M0.6%CoreLowGreat Falls, MT2026-10-28
Fifth Third Bancorp
2,579,157$95.5M0.2%IndexVery LowCincinnati, OH2026-11-05
Creative Capital Management Investments LLC
2,535,176$93.9M21.2%ETFLowSan Diego, CA2026-10-28
Morton Capital Management LLC
2,508,105$92.9M11.2%ETFVery LowCalabasas, CA2026-10-23
New Capital Management LP
2,444,053$90.5M20.2%ETFVery LowHouston, TX2026-10-29
Confluence Wealth Services, Inc.
2,398,872$88.8M2.3%ETFVery LowMcmurray, PA2026-11-05
Evanson Financial, LLC
2,269,353$84.0M4.1%ETFN/AMclean, VA2026-10-23
Core Wealth Management, Inc.
2,250,434$83.3M24.8%ETFVery LowJupiter, FL2026-10-22
Cardinal Point Capital Management ULC
2,002,396$74.1M4.1%ValueLowToronto, Australia2026-10-21
Baker Boyer National Bank
1,954,294$72.3M20.2%ETFVery LowWalla Walla, WA2026-11-05
Greenspring Advisors, LLC
1,887,404$69.9M3.1%ETFVery LowTowson, MD2026-11-05
BetterWealth, LLC
1,823,321$67.5M11.4%ETFVery LowSan Jose, CA2026-10-15
HB Wealth Management, LLC
1,619,164$59.9M0.3%IndexVery LowAtlanta, GA2026-10-23
Apella Capital, LLC
1,613,440$59.8M0.8%ETFVery LowWest Hartford, CT2026-10-08
Financial Symmetry Inc
1,598,157$59.2M18.9%ETFVery LowRaleigh, NC2026-10-06
Altiora Financial Group, LLC
1,580,349$58.5M9.6%ETFLowLebanon, OH2026-11-04
Trellis Wealth Advisors LLC
1,577,659$58.4M19.5%ETFVery LowSan Luis Obispo, CA2026-10-19
Master's Wealth Management Inc.
1,525,239$56.5M16.5%ETFMediumLancaster, PA2026-10-22
Asset Dedication, LLC
1,486,526$55.0M3.4%ETFLowSan Francisco, CA2026-11-03
Savant Capital, LLC
1,419,156$52.5M0.2%IndexVery LowRockford, IL2026-11-06
Warburton Capital Management, LLC
1,418,138$50.6M18.0%ETFVery LowTulsa, OK2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,325,009$49.1M2.4%ETFMediumWestlake, OH2026-10-14
Babb Wealth Advisors LLC
1,293,234$47.9M22.3%ETFVery LowFlagstaff, AZ2026-10-30
ShankerValleau Wealth Advisors, Inc.
1,264,810$46.8M12.5%ETFVery LowSkokie, IL2026-10-16
Onyx Financial Advisors, LLC
1,187,338$44.0M15.7%ETFVery LowIdaho Falls, ID2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
1,074,931$39.8M0.5%ETFLowMinneapolis, MN2026-10-14
Forum Financial Management, LP
1,037,858$38.4M0.5%ETFLowLombard, IL2026-10-16
Cambridge Investment Research Advisors, Inc.
971,129$36.0M0.2%ETFLowFairfield, IA2026-11-02
Old Peak Finance LLC
958,078$35.5M16.5%ETFVery LowChapel Hill, NC2026-11-02
Merit Financial Group, LLC
915,784$33.9M0.2%ETFLowAlpharetta, GA2026-11-06
Accredited Investor Services, LLC
902,742$33.4M18.6%ETFVery LowSt. Cloud, MN2026-10-22
Brighton Jones LLC
901,007$33.4M0.6%CoreVery LowSeattle, WA2026-11-03
Destiny Wealth Partners, LLC
894,860$32.1M3.3%ETFMediumTavares, FL2026-11-05
Shearwater Capital LLC
892,777$33.1M15.7%ETFVery LowDenver, CO2026-10-13
BIP Wealth, LLC
892,369$33.0M0.9%ETFMediumAtlanta, GA2026-10-22
RFG Advisory, LLC
785,267$29.1M0.4%ETFMediumBirmingham, AL2026-11-03
TCI Wealth Advisors, Inc.
783,861$29.0M1.2%ETFLowTucson, AZ2026-10-30
Wealth Enhancement Advisory Services, LLC
770,249$28.3M0.0%CoreLowPlymouth, MN2026-10-13
Live Oak Private Wealth LLC
766,539$28.4M3.4%ValueLowWilmington, NC2026-11-02
Momentous Wealth Management, Inc.
765,052$28.3M13.7%ETFVery LowVancouver, WA2026-10-21
Aspen Private Advisors, LLC
747,259$27.7M27.4%ETFN/ASioux Falls, SD2026-10-27
Cherrydale Wealth Management, LLC
733,551$27.2M7.0%ETFVery LowMontclair, NJ2026-10-20
Aspiriant, LLC
727,702$26.9M0.7%ETFVery LowLos Angeles, CA2026-10-16
Kestra Advisory Services, LLC
722,526$26.7M0.1%CoreLowAustin, TX2026-11-02
Conrad Siegel Investment Advisors, Inc.
712,628$26.4M4.3%ETFLowHarrisburg, PA2026-10-08
Legacy Financial Group, Inc.
698,747$25.9M5.8%ETFLowTulsa, OK2026-10-21
MilWealth Group LLC
666,841$24.7M5.3%ETFVery LowMilwaukee, WI2026-11-02
marrick wealth, LLC
659,679$24.4M17.1%ETFVery LowIrvine, CA2026-10-20
Sensible Money, LLC
655,663$24.3M6.2%ETFVery LowScottsdale, AZ2026-10-20
Truist Financial Corp
636,564$23.6M0.0%CoreLowCharlotte, NC2026-10-30
Wolfstich Capital, LLC
629,149$23.4M19.0%ETFMediumMedfield, MA2026-10-14
Chicago Partners Investment Group LLC
624,582$22.5M0.4%GARPLowChicago, IL2026-10-27
Graves Light Lenhart Wealth, Inc.
623,582$23.1M2.2%ETFVery LowHarrisonburg, VA2026-10-09
Tassel Capital Management, Inc.
613,360$22.7M11.2%ETFLowMatthews, NC2026-10-20
Modera Wealth Management, LLC
581,458$21.5M0.2%ETFVery LowWestwood, NJ2026-10-28
Vested Financial Planning, LLC
553,549$20.5M14.3%ETFMediumSan Carlos, CA2026-10-28
Symmetry Partners, LLC
543,397$20.1M1.0%ETFLowGlastonbury, CT2026-10-27
Farther Finance Advisors, LLC
523,709$19.4M0.1%IndexLowSan Francisco, CA2026-10-08
Silver Oak Advisory Group, Inc.
523,599$19.4M7.5%ETFVery LowPortland, OR2026-11-06
Elser Financial Planning, Inc
513,366$19.0M0.8%GARPLowIndianapolis, IN2026-10-16
Greenwood Capital Associates LLC
492,247$18.2M1.8%CoreMediumGreenwood, SC2026-10-27
Indivisible Partners
482,880$17.9M0.8%GrowthMediumClearwater, FL2026-10-26
BlueSky Wealth Advisors, LLC
473,462$17.5M2.0%ETFMediumNew Bern, NC2026-10-29
Prosperity Planning, Inc.
454,810$16.8M3.7%ETFVery LowNorth Kansas City, MO2026-10-09
Lauterbach Financial Advisors, LLC
441,618$16.3M7.0%ETFVery LowEl Paso, TX2026-10-21
Trust Co of the South
438,936$16.2M2.3%ETFLowGreensboro, NC2026-10-21
Robertson Stephens Wealth Management, LLC
428,427$15.9M0.4%ETFMediumSan Francisco, CA2026-10-16
B&D White Capital Company, LLC
425,052$15.7M1.5%ETFHighLakeway, TX2026-11-02
E6 Portfolios, LLC
394,573$14.6M11.0%ETFLowMidvale, UT2026-10-26
Creative Planning
393,599$14.6M0.0%IndexVery LowOverland Park, KS2026-11-02
ARK & TLK Investments, LLC
368,683$13.6M3.3%ETFLowOklahoma City, OK2026-10-20
Keystone Financial Group, Inc.
348,418$12.9M6.9%ETFLowAtlanta, GA2026-10-13
Level Four Advisory Services, LLC
347,588$12.9M0.4%CoreLowDallas, TX2026-11-06
Andrews, Lucia Wealth Management LLC
346,739$12.8M7.1%ETFVery LowDanville, CA2026-11-02
First National Bank Sioux Falls
307,675$11.4M3.5%ETFVery LowSioux Falls, SD2026-10-13
ERn Financial, LLC
305,836$11.3M1.8%ETFVery LowMiddleton, WI2026-10-28
Porter White Investment Advisors, Inc.
303,474$11.2M7.0%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
303,474$11.2M7.0%ETFVery LowBirmingham, AL2026-10-14
Hurlow Wealth Management Group, Inc.
301,450$11.2M2.3%ETFVery LowBloomington, IN2026-10-29
Moisand Fitzgerald Tamayo, LLC
281,788$10.4M1.0%ETFVery LowOrlando, FL2026-10-15
LS Investment Advisors, LLC
274,360$10.2M1.4%CoreLowBloomfield Hills, MI2026-10-13
Willow Creek Wealth Management Inc.
268,071$9.9M0.7%ETFVery LowSebastopol, CA2026-10-26
SJS Investment Consulting Inc.
258,145$9.6M1.0%ETFVery LowSylvania, OH2026-10-26
SAX Wealth Advisors, LLC
248,244$9.2M0.3%ETFVery LowParsippany, NJ2026-10-13
Park Avenue Securities LLC
243,947$9.0M0.2%ETFMediumNew York, NY2026-10-26
Cambridge Financial Group, LLC
243,898$9.0M2.8%ETFLowTucson, AZ2026-10-06
55 North Private Wealth, LLC
228,975$8.5M1.6%ETFLowWinter Park, FL2026-10-20
Capstone Wealth Management, LLC
228,670$8.5M3.9%ETFLowTuscaloosa, AL2026-11-02
Bayshore Asset Management, LLC
222,044$8.2M2.9%ETFVery LowCoral Gables, FL2026-11-03
True Blue Financial, LLC
219,705$8.1M3.0%ETFLowStevensville, MI2026-10-15
Lawood & Co
219,432$8.1M5.6%CoreLowWilliamsport, PA2026-10-09
Integrated Advisors Network LLC
216,170$8.0M0.4%GrowthMediumDallas, TX2026-10-20
Visionary Wealth Advisors
212,601$7.9M0.3%ETFLowO'Fallon, IL2026-11-04
Cogent Private Wealth, Inc.
210,408$7.8M4.7%ETFMediumOrlando, FL2026-11-06
Gould Asset Management LLC
209,590$7.8M1.3%ETFLowClaremont, CA2026-11-06
SC&H Financial Advisors, Inc.
208,399$7.7M1.1%ETFVery LowHunt Valley, MD2026-10-14
Entrust Financial LLC
206,128$7.6M3.7%ETFLowWayne, PA2026-11-04
Peirce Capital Management, LLC
205,586$7.6M2.8%ETFLowThe Woodlands, TX2026-10-19
Mission Wealth Management, LP
201,291$7.5M0.1%ETFLowSanta Barbara, CA2026-10-15
Warwick Investment Management, Inc.
201,267$7.5M0.9%ETFLowBryan, TX2026-10-19
Canopy Partners, LLC
198,555$7.4M2.1%GrowthLowCincinnati, OH2026-10-28
Hassell Wealth Management, LLC
196,678$7.3M2.2%ETFLowHouma, LA2026-10-19
Foundry Financial LLC
185,031$6.8M2.1%ETFMediumPasadena, CA2026-10-16
CGN Advisors LLC
174,286$6.5M0.5%ETFLowManhattan, KS2026-10-21
DiNuzzo Private Wealth, Inc.
172,439$6.4M0.6%ETFLowBeaver, PA2026-10-16
626 Financial, LLC
172,433$6.4M2.4%CoreLowPortage, MI2026-11-04
Phillips Financial Management, LLC
170,695$6.3M0.5%ETFVery LowFort Wayne, IN2026-10-19
RS Crum Inc.
170,252$6.3M1.2%ETFVery LowNewport Beach, CA2026-10-19
Aerodigm Wealth, LLC
169,835$6.3M2.2%ETFLowLake Oswego, OR2026-10-16
GEM Asset Management, LLC
165,736$6.1M2.4%ETFLowPlymouth, MI2026-10-13
AWM Capital, LLC
164,198$6.1M0.4%ETFLowPhoenix, AZ2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
159,682$5.9M0.6%ETFMediumWoodbury, MN2026-10-13
Avestar Capital, LLC
159,015$5.9M0.5%GrowthLowNew York, NY2026-10-28
First Financial Group Corp
157,841$5.8M4.5%ETFLowRaleigh, NC2026-10-22
McGrath & Associates, Inc.
156,556$5.8M6.5%ETFMediumAsheville, NC2026-10-27
Tillman Hartley LLC
151,497$5.6M1.1%ETFLowOrlando, FL2026-11-06
Wealth Architects, LLC
150,154$5.6M0.4%ETFVery LowMountain View, CA2026-11-03
RAM Investment Partners, LLC
149,634$5.5M0.9%ETFLowBellevue, WA2026-10-21
Gradient Capital Advisors, LLC
148,327$5.5M1.3%ETFLowSan Diego, CA2026-10-21
Mather Group, Llc.
140,165$5.2M0.0%ETFMediumChicago, IL2026-10-14
Belleair Asset Management, LLC
138,288$5.1M4.3%ETFVery LowBelleair Bluffs, FL2026-11-03
Forvis Mazars Wealth Advisors, LLC
136,458$5.1M0.1%ETFVery LowSpringfield, MO2026-10-13
EverSource Wealth Advisors, LLC
135,496$5.0M0.2%CoreMediumBirmingham, AL2026-11-04
Kane Co Wealth Management, Inc.
133,939$5.0M4.0%ETFVery LowJohnston, IA2026-11-04
Earned Wealth Advisors, LLC
133,898$5.0M0.3%ETFHighWalnut Creek, CA2026-11-06
WealthSpring Partners, LLC
133,371$4.9M5.2%ETFLowLong Beach, CA2026-10-14
Concord Wealth Partners
132,979$4.9M0.6%GrowthLowAbingdon, VA2026-11-02
Cyndeo Wealth Partners, LLC
131,328$4.9M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Florida Trust Wealth Management Co
131,240$4.9M0.1%CoreVery LowSanibel, FL2026-11-05
DWR Wealth Management, LLC
122,118$4.6M3.2%ETFLowSan Jose, CA2026-10-13
Versant Capital Management, Inc
118,536$4.4M0.4%GARPLowPhoenix, AZ2026-10-02
SwitchPoint Financial Planning, LLC
117,940$4.4M2.4%ETFVery LowLehi, UT2026-11-02
Choreo, LLC
115,536$4.3M0.0%IndexLowRockford, IL2026-10-28
Harbor Group, Inc.
113,953$4.2M0.5%ETFVery LowBedford, NH2026-10-14
TrustWell Financial Advisors, LLC
113,834$4.2M3.6%ETFMediumJacksonville, FL2026-10-15
Factor Wealth Management LTD
113,546$4.2M0.6%ETFLowChicago, IL2026-10-08
Mesirow Financial Investment Management, Inc.
112,761$4.2M0.1%CoreLowChicago, IL2026-11-05
XY Planning Network, Inc.
111,577$4.1M0.4%ETFLowBozeman, MT2026-10-14
Cherry Tree Wealth Management, LLC
109,871$4.1M0.8%ETFVery LowMinnetonka, MN2026-10-15
Lantern Wealth Advisors, LLC
107,185$4.0M1.7%GrowthLowMelville, NY2026-10-22
Arista Wealth Management, LLC
101,610$3.8M0.4%ETFMediumLas Vegas, NV2026-10-29
Rockwood Wealth Management, LLC
101,538$3.8M0.2%ETFVery LowNew Hope, PA2026-10-27
RW Investment Management LLC
100,451$3.7M0.3%ETFLowEagle, ID2026-11-03
Kingswood Wealth Advisors, LLC
99,054$3.7M0.1%GrowthLowSan Diego, CA2026-10-23
Donalies Financial Planning, LLC
95,947$3.6M2.6%ETFVery LowWashington, DC2026-10-19
Accurate Wealth Management, LLC
94,474$3.5M0.3%CoreMediumWesley Chapel, FL2026-10-20
Perigon Wealth Management, LLC
93,726$3.5M0.1%GrowthLowSan Francisco, CA2026-10-22
Heritage Wealth Management, Inc. s
90,249$3.3M1.3%ETFVery LowHouston, TX2026-11-06
United Wealth Management, LLC
89,137$3.3M0.9%ETFVery LowCharlottesville, VA2026-10-30
Merited Wealth, LLC
86,738$3.2M2.2%ETFMediumNorth Bay Village, FL2026-10-13
LifeSteps Financial, Inc.
84,504$3.1M1.5%ETFLowClaremont, CA2026-10-15
Northwest Wealth Management, LLC
83,760$3.1M0.4%ETFLowSpencer, IA2026-10-30
Squire Investment Management Company, LLC
76,779$2.8M0.7%ETFVery LowOrem, UT2026-11-03
BCO Wealth Management LLC
76,497$2.8M1.5%ETFLowCarlsbad, NM2026-10-14
Opulen Financial Group LLC
75,849$2.8M1.7%ETFVery LowArlington, VA2026-10-22
Cannon Financial Strategists, Inc.
74,444$2.8M0.3%ETFVery LowAthens, GA2026-10-19
Apollon Financial, LLC
74,075$2.7M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Retirement Solution LLC
73,791$2.7M0.6%ETFMediumRedmond, WA2026-10-27
Physician Wealth Advisors, Inc.
72,257$2.7M0.3%ETFMediumMidvale, UT2026-10-20
Outbound Financial Inc
72,243$2.7M1.7%ETFLowBoulder, CO2026-10-13
Legacy Capital Wealth Partners, LLC
70,525$2.6M0.5%CoreMediumLittle Rock, AR2026-10-21
Quad-Cities Investment Group, LLC
70,315$2.6M0.9%CoreLowDavenport, IA2026-10-16
HMV Wealth Advisors, LLC
69,123$2.6M1.0%ETFVery LowShreveport, LA2026-10-27
Cogent Strategic Wealth LLC
69,069$2.6M2.4%ETFLowChicago, IL2026-10-22
Regions Financial Corp
66,839$2.5M0.0%CoreLowBirmingham, AL2026-11-05
Prudent Investor Advisors, LLC
64,380$2.4M1.9%ETFN/AFolsom, CA2026-10-22
LAM Group, Inc.
61,994$2.3M1.2%ETFVery LowLake Oswego, OR2026-10-26
Wealth Advisors Northwest LLC
61,468$2.3M0.8%ETFLowPortland, OR2026-10-29
Liberty Capital Management, Inc.
60,457$2.2M0.4%CoreVery LowBirmingham, MI2026-11-02
RED Lighthouse Investment Management, LLC
60,318$2.2M0.7%ETFVery LowHillsdale, NY2026-11-02
Melfa Wealth Management, Inc.
60,291$2.2M1.2%YieldLowWestborough, MA2026-11-06
Financial Harvest, LLC
59,387$2.2M1.0%ETFVery LowWinter Park, FL2026-10-15
Astra Wealth Partners LLC
58,517$2.2M1.2%ETFLowJersey City, NJ2026-11-06
New Dimensions Wealth Management, LLC
57,606$2.1M1.5%ETFVery LowAllen, TX2026-11-02
Tandemgrowth Financial Advisors LLC
56,896$2.1M1.7%ETFVery LowAlpharetta, GA2026-11-05
Total Clarity Wealth Management, Inc.
53,217$2.0M0.4%ETFMediumSt. Charles, IL2026-10-26
Sprinkle Financial Consultants LLC
53,024$2.0M0.8%ETFLowLittleton, CO2026-10-09
JDH Wealth Management, LLC
52,653$1.9M1.2%ETFVery LowSanta Rosa, CA2026-10-20
Triad Wealth Partners, LLC
51,260$1.9M0.1%ETFMediumLawrence, KS2026-10-26
Vannoy Advisory Group, Inc.
50,039$1.9M1.1%ETFVery LowAustin, TX2026-10-13
Krilogy Financial LLC
49,589$1.8M0.1%GrowthLowSt. Louis, MO2026-10-13
Axxcess Wealth Management, LLC
49,527$1.8M0.1%CoreLowCarlsbad, CA2026-10-21
Elevate Wealth Advisory, Inc
49,437$1.8M0.9%ETFVery LowAthens, GA2026-10-29
IFG Advisors, LLC
48,927$1.8M0.2%ETFVery LowSt. Louis, MO2026-10-15
Cypress Point Wealth Management, LLC
48,578$1.8M0.2%ETFLowDallas, TX2026-11-03
DeLarme Wealth Management, Inc.
48,279$1.8M1.0%ETFVery LowPalos Verdes Estates, CA2026-10-30
Fiduciary Financial Group, LLC
47,712$1.8M0.2%ETFLowSan Rafael, CA2026-10-13
Simplicity Wealth,LLC
47,652$1.8M0.1%ETFLowSummit, NJ2026-10-23
Brady Martz Wealth Solutions, LLC
47,614$1.8M0.3%ETFLowGrand Forks, ND2026-11-05
Security Financial Services, Inc.
46,639$1.7M0.2%ETFMediumFort Wayne, IN2026-10-29
Poinciana Advisors Group, LLC
46,085$2.1M1.6%ETFMediumPalm Beach Gardens, FL2026-11-06
Firethorn Wealth Partners, LLC
45,358$1.7M0.5%ETFLowAugusta, GA2026-10-14
Prudent Man Investment Management, Inc.
44,312$1.6M0.5%ETFVery LowLouisville, CO2026-11-03
IFP Advisors, Inc
43,745$1.6M0.0%GrowthLowTampa, FL2026-10-16
Private Advisory Group LLC
43,419$1.6M0.1%GrowthMediumRedmond, WA2026-11-06
Clarity Capital Advisors, LLC
43,185$1.6M0.7%ETFVery LowLakewood Ranch, FL2026-10-27
Investmark Advisory Group LLC
42,176$1.6M0.5%ETFVery LowShelton, CT2026-10-27
Frankly Finances, LLC
41,878$1.6M1.2%ETFVery LowWinter Park, FL2026-10-28
RF&L Wealth Management, LLC
41,686$1.5M1.0%ETFVery LowActon, MA2026-10-20
Spinnaker Investment Group, LLC
41,455$1.5M0.2%ETFLowNewport Beach, CA2026-10-13
Summit Wealth Group LLC / Co
41,010$1.5M0.1%ETFHighColorado Springs, CO2026-10-29
Heritage Wealth Management, Inc.
40,718$1.5M0.5%ETFLowSan Diego, CA2026-10-27
Investment Planning Advisors, Inc.
40,480$1.5M0.3%ETFMediumCumming, GA2026-10-14
Diversified Trust Co
40,041$1.5M0.0%CoreLowMemphis, TN2026-11-06
Atlas Private Wealth Advisors
39,987$1.5M0.3%ETFLowRed Bank, NJ2026-10-23
Sage Rhino Capital LLC
39,307$1.5M0.2%ETFLowMenlo Park, CA2026-10-28
Life Planning Partners, Inc
39,250$1.5M1.2%ETFVery LowJacksonville, FL2026-10-28
Claro Advisors Inc.
38,986$1.4M0.1%CoreLowBoston, MA2026-11-02
PNC Financial Services Group, Inc.
38,965$1.4M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fiduciary Alliance LLC
38,730$1.4M0.1%CoreMediumGreenville, SC2026-10-13
HBE Wealth Management, LLC
38,708$1.4M1.0%ETFVery LowLincoln, NE2026-11-06
Cutler Investment Counsel LLC
37,763$1.4M0.1%CoreLowJacksonville, OR2026-10-28
TruNorth Capital Management, LLC
37,368$1.4M0.2%ETFLowKalamazoo, MI2026-10-14
Concurrent Investment Advisors, LLC
37,163$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Ascent Group, LLC
36,213$1.3M0.0%CoreLowVirginia Beach, VA2026-10-30
Maseco LLP
36,061$1.3M0.0%ETFVery LowLondon, United Kingdom2026-10-27
Intelligent Financial Strategies
35,705$1.3M0.6%ETFVery LowExcelsior, MN2026-10-16
Verus Capital Partners, LLC
35,689$1.3M0.1%GrowthLowScottsdale, AZ2026-11-03
Tortoise Investment Management, LLC
35,243$1.3M0.1%ETFLowWhite Plains, NY2026-11-06
Foundation Wealth Management, Llc\pa
34,571$1.3M0.4%ETFLowMedia, PA2026-10-14
Montis Financial, LLC
34,540$1.3M0.3%ETFLowWaltham, MA2026-11-04
Clark Asset Management, LLC
33,488$1.2M0.1%ETFVery LowStratham, NH2026-10-19
Midwest Trust Co
33,396$1.2M0.0%CoreLowOverland Park, KS2026-10-22
Canandaigua National Trust Co of Florida
33,092$1.2M0.7%CoreLowCanandaigua, NY2026-10-07
Americana Partners, LLC
32,821$1.2M0.0%CoreMediumHouston, TX2026-10-28
Arnold Financial Planning LLC
32,611$1.2M0.8%ETFVery LowHiawatha, IA2026-10-20
AA Financial Advisors, LLC
32,531$1.2M0.1%ETFMediumColumbus, OH2026-10-19
Baker Tilly Wealth Management, LLC
32,050$1.2M0.2%GrowthLowMadison, WI2026-10-05
Aquire Wealth Advisors, LLC
31,702$1.2M0.3%ETFVery LowSalt Lake City, UT2026-10-23
Voisard Asset Management Group, Inc.
31,441$1.2M0.2%ETFLowGrand Rapids, MI2026-10-13
M Wealth Management, LLC
30,662$1.1M0.9%ETFVery LowSan Diego, CA2026-10-14
Integrity Alliance, Llc.
29,949$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Lynx Investment Advisory
29,901$1.1M0.4%ETFLowWashington, Dc, DC2026-10-27
Strategent Financial, LLC
29,881$1.1M0.5%ETFLowHarrisonburg, VA2026-10-30
Jacobi Capital Management LLC
29,436$1.1M0.1%CoreLowPittston, PA2026-11-05
Independent Wealth Network Inc.
28,302$1.0M0.3%ETFMediumUrbandale, IA2026-10-19
Nicholas Hoffman & Company, Llc.
28,269$1.0M0.0%ETFVery LowAtlanta, GA2026-10-30
CFS Investment Advisory Services, LLC
27,664$1.0M0.1%ETFMediumTotowa, NJ2026-10-19
Semitam Bonam LLC
27,632$1.0M0.7%ETFVery LowGoshen, NY2026-10-27
Jnba Financial Advisors
27,448$1.0M0.1%ETFMediumBloomington, MN2026-11-03
Shakespeare Wealth Management, LLC
27,057$1.0M0.2%ETFMediumPewaukee, WI2026-10-28
Meredith Wealth Planning
26,633$986.0K0.2%ETFLowMaryville, IL2026-10-14
Quadrant Private Wealth Management, LLC
26,178$969.1K0.1%GrowthLowCenter Valley, PA2026-11-04
Leading Edge Financial Planning LLC
25,846$956.8K0.2%ETFLowKnoxville, TN2026-10-23
McCarley & Cook Financial Planners
25,775$954.2K0.7%ETFLowCincinnati, OH2026-10-21
Whitener Capital Management, Inc.
25,508$944.3K0.2%CoreVery LowRocky Mount, NC2026-10-15
Bank of New York Mellon Corp
25,412$940.8K0.0%CoreLowNew York, NY2026-11-05
Scratch Capital LLC
25,374$939.3K0.6%ETFMediumBoise, ID2026-11-02
Market Street Wealth Management Advisors LLC
25,295$936.4K0.1%ETFMediumIndianapolis, IN2026-10-09
Partners in Financial Planning
25,227$933.9K0.1%ETFVery LowSalem, VA2026-11-06
SteelPeak Wealth, LLC
25,069$928.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Vise Technologies, Inc.
25,007$925.8K0.0%IndexLowNew York, NY2026-10-29
Fifth Third Securities, Inc.
24,989$925.1K0.0%ETFLowCincinnati, OH2026-10-21
May Hill Capital, LLC
24,550$908.8K0.2%ETFLowCohasset, MA2026-11-03
Brewster Financial Planning LLC
24,537$908.4K0.5%ETFVery LowBrooklyn, NY2026-10-13
Midwest Heritage Bank, FSB
24,255$897.9K0.3%ETFVery LowWest Des Moines, IA2026-10-26
Waterfront Wealth Inc.
24,206$885.6K0.1%ValueLowOverland Park, KS2026-11-03
Harbor Investment Advisory, LLC
24,201$895.9K0.1%GrowthLowLutherville, MD2026-10-13
Keybank National Association
23,895$884.6K0.0%CoreLowBrooklyn, OH2026-11-04
Rise Advisors, LLC
23,628$874.7K0.2%ETFMediumRochester, NY2026-10-16
Everest Financial Group LLC
23,228$859.9K0.1%GrowthVery LowMinneapolis, MN2026-11-06
Certified Advisory Corp
22,832$845.2K0.1%ETFLowAltamonte Springs, FL2026-10-29
HBK Sorce Advisory LLC
22,241$778.7K0.0%IndexVery LowErie, PA2026-11-06
Inscription Capital, LLC
22,136$819.5K0.1%GARPMediumHouston, TX2026-11-02
Selective Wealth Management, Inc.
21,541$789.5K0.2%ETFLowForest, VA2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
21,534$786.8K0.2%ETFLowThe Woodlands, TX2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
21,434$793.5K0.6%ETFVery LowLynchburg, VA2026-10-27
DecisionPoint Financial, LLC
20,917$770.1K0.1%ETFVery LowMesa, AZ2026-10-27
Asset Advisory Group, Inc.
20,816$770.6K0.3%CoreVery LowKinnelon, NJ2026-10-20
waypoint wealth counsel
19,776$732.1K0.4%CoreLowAtlanta, GA2026-10-22
Kaufman Rossin Wealth, LLC
19,301$714.5K0.3%ETFLowMiami, FL2026-10-19
Seamount Financial Group Inc
19,230$711.9K0.3%ETFLowColorado Springs, CO2026-10-21
Stewardship Advisors, LLC
19,210$711.2K0.1%ETFMediumMount Joy, PA2026-10-20
Boyce & Associates Wealth Consulting, Inc.
19,124$708.0K0.4%ETFMediumCedar Park, TX2026-10-14
Northwest Wealth Advisors, LLC
18,954$701.7K0.3%ETFVery LowBellingham, WA2026-11-02
Avantax Planning Partners, Inc.
18,434$682.4K0.0%ETFLowDubuque, IA2026-11-03
Holcombe Financial, Inc.
18,301$677.5K0.4%ETFLowAtlanta, GA2026-10-16
Signaturefd, LLC
18,114$670.6K0.0%IndexLowAtlanta, GA2026-10-23
Diversify Wealth Management, LLC
17,918$656.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
17,918$656.7K0.0%GrowthLowSandy, UT2026-10-20
US Bancorp \de\
17,778$658.1K0.0%IndexLowMinneapolis, MN2026-11-05
Briggs Wealth Management, Inc
17,592$651.3K0.6%ETFLowGlastonbury, CT2026-10-26
Ares Financial Consulting, LLC
16,668$617.0K0.4%CoreLowCalabasas, CA2026-10-19
Two West Capital Advisors LLC
16,592$618.4K0.3%ETFLowOverland Park, KS2026-10-15
Maia Wealth LLC
16,311$603.8K0.1%ETFMediumDenver, CO2026-10-19
KOM Wealth Management Group, LLC
16,310$603.8K0.3%ETFLowAppleton, WI2026-10-15
Facet Wealth, Inc.
16,189$599.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Verus Financial Partners, Inc.
16,149$597.8K0.1%ETFVery LowRichmond, VA2026-10-29
Ferguson Johnson Wealth Management Inc
16,122$596.9K0.4%ETFVery LowRockville, MD2026-11-05
Valley Forge Investment Consultants Inc ADV
16,086$595.5K0.1%ETFVery LowAudubon, PA2026-11-03
LJI Wealth Management, LLC
15,976$591.4K0.1%ETFLowIndianapolis, IN2026-10-28
Syverson Strege & Co
15,759$583.4K0.1%ETFVery LowWest Des Moines, IA2026-11-02
SageOak Financial, LLC
15,542$575.4K0.4%ETFLowTulsa, OK2026-10-19
Citizens Financial Group Inc
15,471$572.7K0.0%GrowthLowProvidence, RI2026-10-23
Oath Planning, LLC
15,259$564.9K0.4%ETFVery LowTulsa, OK2026-10-20
Prime Capital Investment Advisors, LLC
15,134$560.3K0.0%ETFLowOverland Park, KS2026-10-20
Tennessee Valley Asset Management Partners
15,051$557.2K0.1%ETFLowKnoxville, TN2026-11-03
Websterrogers Financial Advisors, LLC
14,788$547.5K0.1%ETFVery LowFlorence, SC2026-11-02
Signal Advisors Wealth, LLC
14,740$545.7K0.0%ETFLowDetroit, MI2026-10-13
Navigate Wealth Management, LLC
14,639$542.8K0.3%ETFLowBirmingham, AL2026-10-14
Renasant Bank
14,605$540.7K0.4%CoreMediumTupelo, MS2026-11-05
Well Done, LLC
14,575$539.6K0.1%ETFLowHolland, MI2026-10-20
Level Wealth Management LLC
14,484$536.2K0.2%ETFVery LowGreensboro, NC2026-10-23
Probity Advisors, Inc.
14,364$531.8K0.1%ETFLowDallas, TX2026-10-23
Wedmont Private Capital
14,225$523.5K0.0%IndexVery LowWest Chester, PA2026-10-09
PFG Advisors
14,177$524.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Signature Resources Capital Management, LLC
14,172$524.6K0.2%ETFLowNewport Beach, CA2026-10-16
Approach Retirement Advisors, LLC
13,771$509.8K0.4%ETFLowVestavia, AL2026-10-22
RVW Wealth, LLC
13,729$508.3K0.0%ETFVery LowLos Angeles, CA2026-10-06
Vilga Financial Planning LLC
13,404$496.2K0.3%ETFVery LowFair Lawn, NJ2026-10-09
Clifford Swan Investment Counsel LLC
13,390$495.7K0.0%CoreVery LowPasadena, CA2026-11-05
Powerhouse Assets LLC
13,169$487.5K0.4%ETFVery LowLincoln, MA2026-10-19
25 LLC
12,904$477.7K0.1%ETFLowSt. Louis, MO2026-10-13
Huntleigh Advisors, Inc.
12,859$476.0K0.1%GrowthMediumSt. Louis, MO2026-11-03
Parkside Financial Bank & Trust
12,625$467.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Jessup Wealth Management, Inc
12,324$456.2K0.1%GrowthMediumDayton, OH2026-10-20
Obermeyer Wealth Partners
12,285$454.8K0.0%GrowthLowAspen, CO2026-10-21
MGO One Seven LLC
12,203$451.8K0.0%GrowthLowBeachwood, OH2026-10-28
Sage Mountain Advisors LLC
12,189$451.2K0.0%ETFLowAtlanta, GA2026-11-02
Falcon Wealth Planning
12,178$450.8K0.0%ETFVery LowOntario, CA2026-11-06
Burk Holdings LLC
12,100$447.9K0.2%ETFVery LowTulsa, OK2026-11-05
Tableaux LLC
11,908$440.8K0.2%ETFLowStockbridge, MA2026-10-23
Prospera Financial Services Inc
11,744$420.7K0.0%CoreMediumDallas, TX2026-11-04
Clearstead Advisors, LLC
11,573$428.4K0.0%ETFLowCleveland, OH2026-11-06
Joel Adams & Associates, Inc.
11,474$424.8K0.3%ETFLowAsheville, NC2026-11-02
AlphaStar Capital Management, LLC
11,305$418.5K0.0%ETFMediumCornelius, NC2026-10-16
Advisor OS, LLC
10,748$397.9K0.0%ETFMediumChicago, IL2026-11-03
Kelly Financial Group LLC
10,728$397.2K0.1%ETFLowWethersfield, CT2026-10-16
Gemmer Asset Management LLC
10,709$396.5K0.0%ETFLowWalnut Creek, CA2026-10-16
Shotwell Rutter Baer Inc
10,556$390.8K0.2%ETFVery LowLansing, MI2026-10-14
Sage Financial Group Inc
10,263$379.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Tranquility Partners, LLC
10,167$377.1K0.1%CoreLowBrentwood, TN2026-10-20
Rossby Financial, LCC
10,103$374.0K0.1%ETFMediumMelbourne, FL2026-11-05
Sensenig Capital Advisors, Inc
10,050$372.1K0.3%ETFLowCollegeville, PA2026-10-23
Clayton Financial Group LLC
10,035$371.5K0.2%ETFLowSt. Louis, MO2026-10-13
HUB Investment Partners, LLC
9,988$369.7K0.0%GrowthLowAustin, TX2026-11-03
Essential Planning, Llc.
9,836$364.1K0.1%ETFLowPortsmouth, NH2026-10-21
Grey Fox Wealth Advisors, LLC
9,787$362.3K0.1%ETFLowRockland, DE2026-11-03
Sheets Smith Wealth Management
9,717$359.7K0.0%CoreLowWinston-Salem, NC2026-10-16
Root Financial Partners, LLC
9,521$352.5K0.0%ETFMediumEncinitas, CA2026-10-21
Lido Advisors, LLC
9,398$347.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Physician Wealth Solutions Inc.
9,380$347.2K0.1%ETFLowNorth Las Vegas, NV2026-10-14
Brookstone Capital Management
9,301$344.3K0.0%ETFMediumWheaton, IL2026-10-22
Ritholtz Wealth Management
9,246$342.3K0.0%IndexLowNew York, NY2026-11-05
Samalin Investment Counsel, LLC
9,204$340.7K0.1%YieldMediumChappaqua, NY2026-10-23
AdvisorNet Financial, Inc
9,201$336.6K0.0%ETFLowMinnetonka, MN2026-10-15
Ullmann Wealth Partners Group, LLC
9,041$334.7K0.0%ETFLowJacksonville Beach, FL2026-11-02
Diversified Enterprises, LLC
8,728$323.1K0.0%ETFVery LowWilmington, DE2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
8,612$318.8K0.0%ETFLowYakima, WA2026-10-29
Sound Income Strategies, LLC
8,384$308.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
USAdvisors Wealth Management, LLC
8,238$304.0K0.4%ETFLowEden Prairie, MN2026-10-21
August Group Capital Ltd
8,175$302.6K0.3%GrowthMediumToronto, Australia2026-10-14
Trust Point Inc.
8,106$300.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Private Trust Co NA
7,983$295.5K0.0%CoreLowCleveland, OH2026-10-20
Oakwell Private Wealth Management, LLC
7,981$295.5K0.0%ETFVery LowAustin, TX2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,906$292.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Bokf, NA
7,702$285.1K0.0%CoreLowTulsa, OK2026-10-27
Avidian Wealth Enterprises, LLC
7,564$280.0K0.0%ETFLowHouston, TX2026-10-08
Canvas Wealth Advisors, LLC
7,543$274.5K0.0%GrowthLowShawnee, KS2026-11-02
Legacy Private Trust Co.
7,501$277.7K0.0%ETFLowNeenah, WI2026-10-06
Cedar Point Capital Partners, LLC
7,420$274.7K0.2%ETFMediumCedar Rapids, IA2026-10-29
Milestone Asset Management Group, LLC
7,352$272.2K0.1%ETFVery LowAvon, CT2026-10-20
J.W. Cole Advisors, Inc.
7,263$268.9K0.0%IndexLowTampa, FL2026-11-05
NorthAvenue LLC
7,183$265.9K0.2%ETFVery LowColumbus, OH2026-10-29
rebel Financial LLC
7,098$262.8K0.1%N/AVery LowGroveport, OH2026-11-04
Cadent Capital Advisors, LLC
6,964$257.8K0.1%ETFHighTulsa, OK2026-10-09
Arbor Wealth Advisors LLC
6,947$257.2K0.2%ETFVery LowTroy, MI2026-10-09
Perennial Advisors, LLC
6,931$256.6K0.0%CoreLowNew York, NY2026-10-13
RHS Financial, LLC
6,891$255.1K0.1%ETFMediumSan Francisco, CA2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
6,863$254.1K0.3%GrowthMediumLincolnshire, IL2026-10-28
Wealthcare Advisory Partners LLC
6,748$249.8K0.0%ETFLowWest Chester, PA2026-10-21
Optima Capital LLC
6,735$249.3K0.1%ETFHighPortland, OR2026-10-29
Affinity Capital Advisors, LLC
6,654$246.7K0.0%ETFLowBerkeley, CA2026-10-13
Moors & Cabot, Inc.
6,653$246.3K0.0%CoreLowBoston, MA2026-11-06
Abacus Wealth Partners, LLC
6,492$240.3K0.0%ETFLowSanta Monica, CA2026-11-03
Dynamic Advisor Solutions LLC
6,461$239.2K0.0%ETFLowPhoenix, AZ2026-10-13
Compound Planning, Inc.
6,110$226.2K0.0%CoreLowNew York, NY2026-11-05
Connecticut Wealth Management, LLC
6,103$225.9K0.0%ETFLowFarmington, CT2026-10-13
Orin Green Financial, LLC
6,087$225.3K0.1%ETFVery LowSan Diego, CA2026-10-19
Cooper S Advisors, LLC
6,075$224.9K0.1%ETFLowVictor, NY2026-11-03
City State Bank
6,000$222.1K0.1%GrowthVery LowNorwalk, IA2026-10-20
Hutchens & Kramer Investment Management Group, LLC
5,933$219.6K0.1%ETFLowIndianapolis, IN2026-10-16
Founders Financial Securities LLC
5,890$218.0K0.0%ETFMediumTowson, MD2026-10-28
Staley Capital Advisers Inc
5,876$217.5K0.0%ValueLowPittsburgh, PA2026-11-06
True Wealth Design, LLC
5,874$217.5K0.1%ETFMediumAkron, OH2026-10-13
Sapient Capital LLC
5,816$215.3K0.0%GrowthMediumIndianapolis, IN2026-10-08
American Capital Advisory, LLC
5,789$214.3K0.1%ETFLowKetchum, ID2026-10-28
Elevation Wealth Partners, LLC
5,737$212.4K0.1%ETFLowWalnut Creek, CA2026-10-07
Csenge Advisory Group
5,719$211.7K0.0%ETFMediumClearwater, FL2026-11-04
Venture Visionary Partners LLC
5,716$211.6K0.0%CoreLowSylvania, OH2026-10-07
Glass Jacobson Investment Advisors llc
5,667$209.8K0.1%ETFLowOwings Mills, MD2026-10-26
Ashton Thomas Private Wealth, LLC
5,666$209.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Sowell Financial Services LLC
5,648$209.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Rodgers & Associates, LTD
5,636$208.6K0.0%ETFVery LowLancaster, PA2026-10-20
Ascent Wealth Partners, LLC
5,635$208.6K0.0%GrowthLowNew Hartford, NY2026-10-23
Bdfs Capital LLC
5,574$206.3K0.1%ETFLowRehoboth Beach, DE2026-10-14
Arbor Investment Advisors, LLC
5,552$205.5K0.0%ETFVery LowWinston Salem, NC2026-10-26
Grove Street Fiduciary, LLC
5,509$203.9K0.1%ETFVery LowPeterborough, NH2026-10-13
Kestra Investment Management, LLC
5,454$201.9K0.0%ETFMediumAustin, TX2026-11-04
Oakworth Capital, Inc.
5,295$196.0K0.0%ETFLowBirmingham, AL2026-10-26
Investors Research Corp
4,911$181.8K0.0%ETFLowAtlanta, GA2026-10-07
Cullen T Bankers, Inc.
4,872$180.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Washington Trust Advisors, Inc.
4,381$162.2K0.0%GrowthLowWellesley, MA2026-10-22
Coston, McIsaac & Partners
4,191$155.2K0.0%YieldVery LowBar Harbor, ME2026-11-06
Golden State Wealth Management, LLC
3,883$143.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Parallel Advisors, LLC
3,640$134.8K0.0%IndexLowSan Francisco, CA2026-11-03
Kings Path Partners LLC
3,496$129.4K0.0%ETFVery LowSugar Land, TX2026-10-21
Navigoe, LLC
3,144$116.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
NBT Bank, N.A.
2,726$100.9K0.0%CoreLowNorwich, NY2026-10-21
Financial Consulate, Inc
2,413$89.3K0.0%ETFLowHunt Valley, MD2026-10-23
Ascentis Independent Advisors
2,389$88.4K0.0%ETFLowDallas, TX2026-11-03
Align Financial, LLC
2,077$76.9K0.0%ETFVery LowHermantown, MN2026-10-16
Harbor Asset Planning, Inc.
1,972$73.0K0.1%ETFVery LowBelmont, MA2026-10-23
CX Institutional
1,727$640.0%CoreMediumAuburn, IN2026-10-02
KFG LLC
1,661$61.5K0.0%ETFN/ARapid City, SD2026-11-02
Olistico Wealth, LLC
1,595$59.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Owl Creek Wealth Partners LLC
1,574$58.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Provenance Wealth Advisors, LLC
1,468$54.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Southern Michigan Bank & Trust
1,301$48.2K0.0%ETFLowColdwater, MI2026-10-19
Key FInancial Inc
1,225$45.4K0.0%ETFLowWest Chester, PA2026-11-02
Pillar Financial Advisors, LLC
1,150$42.6K0.0%ETFVery LowLouisville, KY2026-10-21
Trust Co of Vermont
1,132$41.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
917$33.9K0.0%ETFMediumSouthfield, MI2026-10-08
Private Wealth Management Group, LLC
884$32.7K0.0%ETFLowPrinceton, NJ2026-10-19
AlphaCore Capital LLC
834$30.9K0.0%ETFLowLa Jolla, CA2026-11-04
Silver Grove Financial Group, Inc.
752$27.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Tradewinds Capital Management, LLC
644$23.8K0.0%ETFVery HighBellingham, WA2026-10-23
Winch Advisory Services, LLC
608$22.5K0.0%GrowthVery LowAppleton, WI2026-11-06
Thompson Investment Management, Inc.
557$20.6K0.0%ValueMediumMadison, WI2026-10-14
Birchwood Financial Partners, Inc.
523$19.4K0.0%ETFVery LowBloomington, MN2026-11-02
Downshift Financial, LLC
486$18.0K0.0%ETFLowBoulder, CO2026-10-13
Vermillion Wealth Management, Inc.
485$18.0K0.0%ValueLowRosemount, MN2026-10-26
Creative Financial Designs Inc
393$14.5K0.0%ETFMediumKokomo, IN2026-11-04
Foresight Capital Management Advisors, Inc.
368$13.6K0.0%CoreMediumSaline, MI2026-10-27
Hughes Financial Services, LLC
331$12.0K0.0%ETFLowHerndon, VA2026-10-30
First Bancorp, Inc
303$11.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Evolution Wealth Management Inc.
282$10.4K0.0%ETFMediumFort Myers, FL2026-10-28
Dynamic Wealth Strategies, LLC
248$9.2K0.0%ETFLowGranite Bay, CA2026-10-16
Capital Investment Advisory Services, LLC
243$9.1K0.0%CoreMediumRaleigh, NC2026-10-30
Wilkerson Advisory Group LLC
174$6.5K0.0%ETFMediumColumbia, MO2026-10-20
Central Trust Co
120$4.4K0.0%CoreLowJefferson City, MO2026-11-05
Gables Capital Management Inc.
43$1.6K0.0%GrowthVery LowMiami, FL2026-11-04