Dimensional US Core Equity 2DFACETF
13F holders, Q1 2024 (March 31)799holders
3famous investors
$31.92avg. 13F price*
At the end of Q1 2024, 799 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.7B), Mercer Global Advisors Inc. ($1.4B) and Forum Financial Management, LP ($1.3B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $187.6M |
| Exits | 22 | $18.6M |
Ownership 799 holders
| Envestnet Asset Management Inc. | 0.62% | Add +4.6% | 51,834,629 | $1.7B |
| Mercer Global Advisors Inc. | 4.09% | Add +10.3% | 45,055,024 | $1.4B |
| Forum Financial Management, LP | 21.54% | Reduce -2.3% | 39,447,063 | $1.3B |
| Buckingham Strategic Wealth, LLC | 12.73% | Add +0.7% | 37,755,608 | $1.2B |
| LPL Financial LLC | 0.30% | Add +0.0% | 17,416,943 | $556.5M |
| Focus Partners Advisor Solutions, LLC | 11.67% | Add +97.1% | 12,638,112 | $403.8M |
| Plancorp, LLC | 15.23% | Reduce -0.4% | 10,977,943 | $350.7M |
| Commonwealth Equity Services, LLC | 0.56% | Add +4.1% | 10,614,978 | $339.1M |
| SJS Investment Consulting Inc. | 57.69% | Add +1.3% | 9,038,695 | $288.8M |
| Rockwood Wealth Management, LLC | 36.87% | Add +3.4% | 8,936,526 | $285.5M |
| Greenspring Advisors, LLC | 57.62% | Add +1.9% | 7,221,640 | $230.7M |
| Apella Capital, LLC | 11.34% | Add +12.8% | 7,109,068 | $224.8M |
| Private Ocean, LLC | 23.64% | Reduce -4.8% | 6,983,047 | $223.1M |
| Geometric Wealth Advisors | 50.57% | Add +4.6% | 6,703,026 | $214.2M |
| HighTower Advisors, LLC | 0.34% | Reduce -5.9% | 6,501,800 | $207.7M |
| Monograph Wealth Advisors, LLC | 30.01% | Add +2.9% | 6,398,762 | $204.4M |
| Heritage Financial Services, LLC | 28.23% | Add +6.7% | 5,939,019 | $189.8M |
| Corient Private Wealth LP | 0.31% | Add +1.6% | 5,371,983 | $171.6M |
| Savant Capital, LLC | 1.96% | Reduce -9.9% | 5,341,203 | $170.7M |
| Capstone Financial Advisors, Inc. | 11.40% | Add +0.1% | 5,307,131 | $169.6M |
| Modera Wealth Management, LLC | 2.58% | Add +1.6% | 5,300,761 | $169.4M |
| Hill Investment Group Partners, LLC | 22.36% | Reduce -0.2% | 4,955,843 | $158.3M |
| Pure Financial Advisors, LLC | 4.93% | Reduce -1.5% | 4,926,985 | $157.4M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +0.1% | 4,521,704 | $144.5M |
| Baird Financial Group, Inc. | 0.30% | Add +0.4% | 4,517,839 | $144.3M |
| Jackson Thornton Wealth Management, LLC | 24.10% | Add +1.2% | 4,448,801 | $142.1M |
| TFO Wealth Partners, LLC | 26.74% | Reduce -2.0% | 4,314,809 | $137.9M |
| Austin Asset Management Co Inc | 29.69% | Reduce -0.8% | 4,228,841 | $135.1M |
| Cerity Partners LLC | 0.35% | Add +4.9% | 4,165,201 | $133.1M |
| Cardiff Park Advisors, LLC | 12.63% | Reduce -0.1% | 4,143,956 | $132.4M |
| Evanson Asset Management, LLC | 9.44% | Add +1.2% | 3,963,787 | $126.6M |
| Triune Financial Partners, LLC | 39.94% | Reduce -0.8% | 3,602,112 | $115.1M |
| McGlone Suttner Wealth Management, Inc. | 20.90% | Reduce -24.2% | 3,487,856 | $111.4M |
| Syverson Strege & Co | 39.85% | Add +0.6% | 3,460,040 | $110.5M |
| Asset Dedication, LLC | 8.20% | Add +9.1% | 3,437,343 | $109.8M |
| UBS Group AG | 0.04% | Reduce -1.6% | 3,426,948 | $109.5M |
| Onyx Financial Advisors, LLC | 65.03% | Add +7.0% | 3,290,279 | $105.1M |
| Assetmark, Inc. | 0.34% | Add +1.1% | 3,257,441 | $104.1M |
| Allworth Financial LP | 0.73% | Reduce -2.5% | 3,236,902 | $103.4M |
| Mariner, LLC | 0.21% | Add +1.0% | 3,231,994 | $103.3M |
| NewEdge Advisors, LLC | 0.87% | Add +12.8% | 3,112,852 | $99.5M |
| Burton Enright Welch | 23.78% | Add +2.9% | 3,093,906 | $98.9M |
| Altiora Financial Group, LLC | 26.80% | Reduce -5.6% | 3,089,712 | $98.7M |
| Bank of America Corp. | 0.01% | Add +46.3% | 3,084,744 | $98.6M |
| Millburn Ridgefield LLC | 2.68% | Add +5.6% | 3,025,783 | $96.7M |
| Catalyst Capital Advisors LLC | 2.33% | Add +5.6% | 3,025,783 | $96.7M |
| Meridian Wealth Partners, LLC | 17.25% | Reduce -2.1% | 2,990,774 | $95.6M |
| Vestmark Advisory Solutions, Inc. | 4.10% | Add +12.5% | 2,980,661 | $95.2M |
| Core Wealth Management, Inc. | 41.08% | Add +3.0% | 2,964,313 | $94.7M |
| JFS Wealth Advisors, LLC | 7.42% | Add +0.8% | 2,925,080 | $93.5M |
| BetterWealth, LLC | 30.11% | Reduce -0.6% | 2,892,946 | $92.4M |
| GeoWealth Management, LLC | 3.53% | New | 2,853,144 | $91.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.32% | Add +0.3% | 2,853,020 | $91.2M |
| New Capital Management LP | 26.60% | Add +14.7% | 2,787,990 | $89.1M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +12.5% | 2,718,208 | $86.8M |
| Conrad Siegel Investment Advisors, Inc. | 24.89% | Add +108.8% | 2,663,440 | $85.1M |
| Grand Wealth Management, LLC | 39.86% | Add +9.7% | 2,615,878 | $83.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.71% | Reduce -37.8% | 2,567,494 | $82.0M |
| Warwick Investment Management, Inc. | 19.43% | Reduce -8.4% | 2,537,535 | $81.1M |
| Porter White Investment Advisors, Inc. | 43.04% | Add +6.3% | 2,534,654 | $81.0M |
| Awm Capital, LLC | 13.30% | Add +4.9% | 2,496,223 | $79.8M |
| OneDigital Investment Advisors LLC | 1.21% | Add +3.4% | 2,411,118 | $77.0M |
| Integrated Wealth Concepts LLC | 1.11% | Add +7.8% | 2,401,329 | $76.7M |
| Waypoint Wealth Partners Inc. | 21.66% | Reduce -1.9% | 2,383,198 | $76.1M |
| LRI Investments, LLC | 19.06% | — | 2,362,171 | $75.5M |
| RAM Investment Partners, LLC | 22.97% | Add +4.0% | 2,286,206 | $73.0M |
| Ruedi Wealth Management, Inc. | 30.67% | Add +2.4% | 2,281,784 | $72.9M |
| DecisionPoint Financial, LLC | 28.87% | Add +10.2% | 2,352,473 | $72.5M |
| Eaton-Cambridge Inc. | 38.55% | Add +5.7% | 2,265,789 | $72.4M |
| Safeguard Investment Advisory Group, LLC | 24.56% | Add +7.3% | 2,263,310 | $72.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.64% | Reduce -3.1% | 2,253,857 | $72.0M |
| Heritage Investment Group, Inc. | 9.75% | Add +2.7% | 2,249,877 | $71.9M |
| WorthPointe, LLC | 35.66% | Reduce -0.3% | 2,216,342 | $70.8M |
| ShankerValleau Wealth Advisors, Inc. | 32.45% | Reduce -1.5% | 2,206,885 | $70.5M |
| Merriman Wealth Management, LLC | 3.11% | Reduce -2.4% | 2,181,431 | $69.7M |
| Planning Center, Inc. | 14.43% | Reduce -2.3% | 2,075,712 | $66.3M |
| Park Avenue Securities LLC | 0.84% | Add +6.6% | 2,034,140 | $65.0M |
| Comerica Bank | 0.28% | Reduce -9.5% | 2,019,955 | $64.5M |
| Creative Planning | 0.07% | Add +2.2% | 1,963,949 | $62.7M |
| Zhang Financial LLC | 4.63% | Add +17.0% | 1,954,195 | $62.4M |
| Andrews, Lucia Wealth Management LLC | 43.56% | Add +1.1% | 1,914,576 | $61.2M |
| Sax Wealth Advisors, LLC | 7.01% | Reduce -7.8% | 1,878,062 | $60.0M |
| Tillman Hartley LLC | 20.52% | Reduce -2.4% | 1,865,829 | $59.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -4.2% | 1,854,169 | $59.2M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +254.3% | 1,852,556 | $59.2M |
| Cetera Investment Advisers | 0.14% | Add +54.7% | 1,843,178 | $58.9M |
| Kestra Advisory Services, LLC | 0.40% | Add +6.8% | 1,842,407 | $58.9M |
| Keb Asset Management, LLC | 20.07% | Add +0.1% | 1,839,293 | $58.8M |
| Betterment LLC | 0.16% | Add +28.2% | 1,836,773 | $58.7M |
| Baker Boyer National Bank | 19.98% | Add +3.3% | 1,815,690 | $58.0M |
| True Wealth Design, LLC | 14.08% | Add +10.8% | 1,767,638 | $56.5M |
| Adero Partners, LLC | 4.21% | Reduce -6.0% | 1,738,694 | $55.6M |
| SC&H Financial Advisors, Inc. | 14.33% | Add +7.5% | 1,722,382 | $55.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.01% | Add +3.0% | 1,743,966 | $54.4M |
| Vance Wealth, LLC | 21.59% | Reduce -0.0% | 1,696,336 | $54.2M |
| Shearwater Capital LLC | 39.93% | Add +1.1% | 1,695,970 | $54.2M |
| Monument Group Wealth Advisors, LLC | 40.08% | Add +12.9% | 1,692,729 | $54.1M |
| TCI Wealth Advisors, Inc. | 5.23% | Add +5.2% | 1,661,448 | $53.1M |
| Claris Advisors, LLC / Mo / | 26.23% | Add +1.5% | 1,627,893 | $52.0M |
| Earned Wealth Advisors, LLC | 19.84% | Add +0.1% | 1,624,801 | $51.9M |
| Brighton Jones LLC | 1.81% | Reduce -0.4% | 1,570,668 | $50.2M |
| Lincoln National Corp. | 0.78% | Reduce -1.3% | 1,562,110 | $49.9M |
| BCU Wealth Advisors, LLC | 42.27% | Add +24.1% | 1,558,015 | $49.8M |
| Osaic Holdings, Inc. | 0.11% | Reduce -8.0% | 1,523,732 | $48.7M |
| Perigon Wealth Management, LLC | 1.47% | Reduce -0.7% | 1,519,125 | $48.5M |
| Capstone Capital LLC | 41.67% | Add +10.0% | 1,509,624 | $48.2M |
| Chico Wealth RIA | 44.65% | Add +5.3% | 1,477,811 | $47.2M |
| Stratos Investment Management, LLC | 4.60% | New | 1,476,466 | $47.2M |
| Sensible Money, LLC | 25.28% | Add +7.8% | 1,471,483 | $47.0M |
| RS Crum Inc. | 12.80% | Add +14.0% | 1,469,288 | $46.9M |
| Ballentine Capital Advisors, Inc | 25.72% | Add +2.6% | 1,470,645 | $46.8M |
| Beacon Pointe Advisors, LLC | 0.51% | Reduce -0.3% | 1,446,930 | $46.2M |
| Efficient Advisors, LLC | 2.92% | Add +0.9% | 1,423,088 | $45.5M |
| Private Advisor Group, LLC | 0.33% | Add +2.2% | 1,415,210 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.2% | 1,407,752 | $45.0M |
| Grunden Financial Advisory, Inc. | 23.87% | Add +0.3% | 1,404,939 | $44.9M |
| Summit Wealth Group, LLC | 28.48% | Add +1.4% | 1,308,670 | $41.8M |
| PBMares Wealth Management LLC | 10.84% | Add +3.6% | 1,303,321 | $41.6M |
| Aspen Wealth Management LLC | 16.07% | Add +18.8% | 1,302,747 | $41.6M |
| Lauterbach Financial Advisors, LLC | 27.28% | Reduce -2.6% | 1,300,767 | $41.6M |
| Client 1ST Advisory Group, LLC | 18.32% | Add +10.8% | 1,276,605 | $40.8M |
| Royal Bank of Canada | 0.01% | Add +5.3% | 1,276,196 | $40.8M |
| Austin Wealth Management, LLC | 10.04% | Reduce -1.8% | 1,268,949 | $40.6M |
| MML Investors Services, LLC | 0.16% | Add +15.5% | 1,238,197 | $39.6M |
| Rather & Kittrell, Inc. | 11.65% | Reduce -0.8% | 1,219,807 | $39.0M |
| Vannoy Advisory Group, Inc. | 30.01% | Reduce -0.8% | 1,204,791 | $38.5M |
| Bayshore Asset Management, LLC | 18.84% | Reduce -3.6% | 1,202,635 | $38.4M |
| Northwest Wealth Management, LLC | 10.51% | Reduce -0.2% | 1,200,730 | $38.4M |
| Creative Capital Management Investments LLC | 19.48% | Add +13.4% | 1,179,356 | $37.7M |
| One Degree Advisors Inc | 18.48% | Add +1.1% | 1,161,243 | $37.1M |
| Applied Capital LLC | 21.89% | Add +3.6% | 1,154,358 | $36.9M |
| Trust Co of the South | 8.45% | Add +11.6% | 1,145,197 | $36.6M |
| Sowell Financial Services LLC | 1.71% | Add +505.2% | 1,132,987 | $36.2M |
| Glassman Wealth Services | 7.26% | Add +6.2% | 1,124,312 | $35.9M |
| Chicago Partners Investment Group LLC | 1.52% | Reduce -25.3% | 1,159,781 | $35.6M |
| Cherrydale Wealth Management, LLC | 16.48% | Reduce -0.5% | 1,102,816 | $35.2M |
| Red Lighthouse Investment Management, LLC | 14.11% | Reduce -1.7% | 1,097,481 | $35.1M |
| Midwest Heritage Bank, FSB | 18.22% | Add +22.0% | 1,083,780 | $34.6M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +1.1% | 1,072,609 | $34.3M |
| Morton Capital Management LLC | 9.17% | Add +6.6% | 1,062,802 | $34.0M |
| FirstPurpose Wealth LLC | 12.11% | Add +0.1% | 1,069,610 | $33.4M |
| Dopkins Wealth Management, LLC | 19.79% | Add +8.7% | 1,028,241 | $32.9M |
| North Ridge Wealth Advisors, Inc. | 25.46% | Add +4.6% | 1,027,276 | $32.8M |
| Straight Path Wealth Management | 18.39% | Add +5.4% | 1,025,114 | $32.8M |
| Wealthstream Advisors, Inc. | 12.20% | Add +3.4% | 1,005,966 | $32.1M |
| EP Wealth Advisors, LLC | 0.37% | Add +0.8% | 991,531 | $31.7M |
| Cypress Point Wealth Management, LLC | 15.74% | Add +49.6% | 962,143 | $30.7M |
| Equitable Holdings, Inc. | 0.35% | Add +1.7% | 959,695 | $30.7M |
| Financial Symmetry Inc | 26.65% | Add +2.7% | 953,095 | $30.5M |
| DiNuzzo Private Wealth, Inc. | 4.06% | Add +1.2% | 940,785 | $30.1M |
| Trellis Wealth Advisors LLC | 16.83% | Add +3.1% | 932,343 | $29.8M |
| WMS Partners, LLC | 2.00% | Reduce -0.3% | 910,796 | $29.1M |
| Liberty Wealth Management LLC | 5.64% | Reduce -3.1% | 904,449 | $28.9M |
| Private Wealth Management Group, LLC | 12.95% | Add +14.5% | 894,496 | $28.6M |
| Phillips Financial Management, LLC | 2.33% | Reduce -10.4% | 890,430 | $28.4M |
| IFG Advisory, LLC | 2.12% | Reduce -1.8% | 890,390 | $28.4M |
| Watchman Group, Inc. | 8.38% | Add +1.7% | 867,490 | $27.7M |
| Robertson Stephens Wealth Management, LLC | 1.51% | Reduce -0.5% | 863,823 | $27.6M |
| Mather Group, Llc. | 0.43% | No change | 933,662 | $27.3M |
| Rockbridge Investment Management, LCC | 3.99% | Add +10.0% | 852,756 | $27.2M |
| Squire Investment Management Company, LLC | 17.05% | Add +11.1% | 846,807 | $27.1M |
| Peirce Capital Management, LLC | 14.57% | Add +6.5% | 830,504 | $26.5M |
| Walden Wealth Partners LLC | 15.30% | Add +5.4% | 842,837 | $26.4M |
| Abel Hall, LLC | 19.67% | Add +3.3% | 822,843 | $26.3M |
| UMB Bank, n.a. | 0.42% | Reduce -0.2% | 821,558 | $26.2M |
| Beacon Financial Strategies CORP | 18.85% | No change | 818,912 | $26.2M |
| Truist Financial Corp. | 0.04% | Reduce -0.6% | 804,288 | $25.7M |
| Captrust Financial Advisors | 0.09% | Reduce -3.7% | 800,518 | $25.6M |
| Soundmark Wealth Management, LLC | 11.23% | Add +1.9% | 792,563 | $25.3M |
| Passive Capital Management, LLC. | 9.88% | Add +3.6% | 789,775 | $25.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.78% | Add +0.8% | 786,768 | $25.1M |
| Lutz Financial Services LLC | 2.10% | Add +9.0% | 751,257 | $24.0M |
| Root Financial Partners, LLC | 6.85% | Reduce -4.3% | 723,167 | $23.1M |
| Morgan Stanley | 0.00% | Add +11.8% | 713,131 | $22.8M |
| Quarry Hill Advisors, LLC | 16.62% | Add +2.7% | 706,861 | $22.6M |
| Kraft Asset Management, LLC | 18.17% | Reduce -2.3% | 706,268 | $22.6M |
| Schulz Wealth, LTD. | 19.07% | Add +15.3% | 698,388 | $22.3M |
| Dynamic Advisor Solutions LLC | 0.75% | Add +7.0% | 696,934 | $22.3M |
| Versant Capital Management, Inc | 6.32% | Reduce -0.6% | 692,597 | $22.1M |
| ML & R Wealth Management LLC | 5.05% | Reduce -18.6% | 687,969 | $22.0M |
| HTG Investment Advisors, Inc. | 12.72% | Add +7.3% | 686,807 | $21.9M |
| Trajan Wealth LLC | 1.48% | — | 683,984 | $21.9M |
| FMB Wealth Management | 16.35% | Add +1.8% | 641,649 | $20.5M |
| Cahill Financial Advisors Inc. | 2.76% | Add +10.4% | 634,417 | $20.3M |
| N.E.W. Advisory Services LLC | 2.21% | Add +0.5% | 624,154 | $19.9M |
| Raffa Wealth Management, LLC | 5.92% | Add +20.4% | 621,599 | $19.9M |
| Legacy Financial Group, Inc. | 7.69% | Add +0.3% | 611,287 | $19.5M |
| Wealthcare Advisory Partners LLC | 0.64% | Add +0.1% | 608,352 | $19.4M |
| Discipline Wealth Solutions, LLC | 17.95% | Add +13.4% | 608,980 | $19.4M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -1.5% | 604,206 | $19.3M |
| Mills Wealth Advisors LLC | 14.15% | Add +0.5% | 603,601 | $19.3M |
| Focus Partners Wealth | 0.16% | Add +7.7% | 597,744 | $19.1M |
| Financial Alternatives, Inc | 14.77% | Add +6.7% | 597,629 | $19.1M |
| CFS Investment Advisory Services, LLC | 3.21% | Reduce -1.7% | 596,689 | $19.1M |
| Avantax Planning Partners, Inc. | 0.60% | New | 582,527 | $18.6M |
| Rehmann Capital Advisory Group | 1.33% | Add +8.7% | 558,663 | $17.8M |
| Investment Advisory Group, LLC | 7.31% | Add +3.8% | 553,507 | $17.7M |
| Cambridge Financial Group, LLC | 8.22% | Add +8.9% | 541,516 | $17.3M |
| RCS Financial Planning, LLC | 10.32% | Reduce -17.9% | 524,624 | $16.8M |
| CVA Family Office, LLC | 2.98% | Add +0.1% | 522,539 | $16.7M |
| Pinnacle Financial Group, LLC / IL | 7.17% | Add +10.4% | 511,150 | $16.3M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +5.5% | 506,480 | $16.2M |
| Orion Portfolio Solutions, LLC | 0.17% | Add +5.5% | 506,480 | $16.2M |
| Hemington Wealth Management | 5.81% | Reduce -12.1% | 501,728 | $16.0M |
| LifeGuide Financial Advisors, LLC | 8.04% | Add +1.4% | 499,340 | $16.0M |
| Signature Resources Capital Management, LLC | 14.80% | Reduce -3.4% | 539,642 | $15.8M |
| Cresset Asset Management, LLC | 0.08% | No change | 486,280 | $15.5M |
| American Capital Advisory, LLC | 13.56% | Reduce -8.7% | 609,293 | $15.5M |
| Firethorn Wealth Partners, LLC | 9.05% | Add +0.3% | 480,945 | $15.4M |
| Cardinal Point Capital Management ULC | 2.88% | Add +2043.8% | 474,462 | $15.2M |
| Mattern Wealth Management LLC | 3.60% | Add +1.6% | 462,578 | $14.8M |
| Hassell Wealth Management, LLC | 9.36% | Reduce -1.3% | 480,620 | $14.8M |
| Keudell/Morrison Wealth Management | 4.46% | Reduce -3.2% | 461,525 | $14.7M |
| Aerodigm Wealth, LLC | 5.94% | Add +8.3% | 460,397 | $14.7M |
| Cahill Wealth Management, LLC | 8.30% | Add +5.7% | 446,292 | $14.3M |
| EverSource Wealth Advisors, LLC | 1.08% | Add +14.9% | 450,051 | $13.7M |
| Merit Financial Group, LLC | 0.31% | Reduce -3.5% | 424,884 | $13.2M |
| Stifel Financial Corp. | 0.01% | Reduce -7.1% | 400,376 | $12.8M |
| Regions Financial Corp. | 0.09% | Reduce -0.5% | 387,132 | $12.4M |
| Corus Family Wealth Advisors | 10.53% | Add +2.3% | 386,952 | $12.4M |
| RFG Advisory, LLC | 0.42% | Add +9.5% | 386,157 | $12.3M |
| Integrated Advisors Network LLC | 0.62% | Reduce -1.4% | 376,480 | $12.0M |
| Great Waters Wealth Management | 1.92% | Reduce -4.1% | 367,685 | $11.7M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -2.6% | 365,966 | $11.7M |
| Avion Wealth | 3.11% | Reduce -1.1% | 362,068 | $11.6M |
| Cravens & Co Advisors, LLC | 9.54% | Add +1.3% | 359,618 | $11.5M |
| Cherry Tree Wealth Management, LLC | 2.83% | Reduce -0.8% | 352,816 | $11.3M |
| Winthrop Advisory Group LLC | 1.62% | Reduce -2.2% | 350,177 | $11.2M |
| MilWealth Group LLC | 3.55% | Reduce -2.1% | 348,797 | $11.1M |
| KOM Wealth Management Group, LLC | 10.83% | Add +19.0% | 344,270 | $11.0M |
| Retirement Solution LLC | 2.95% | Add +4.1% | 340,532 | $10.9M |
| Advisory Services & Investments, LLC | 7.48% | Reduce -3.1% | 339,511 | $10.8M |
| Five Oceans Advisors | 5.56% | Add +5.4% | 338,482 | $10.8M |
| SageView Advisory Group, LLC | 0.54% | Reduce -16.9% | 336,828 | $10.8M |
| Hutchens & Kramer Investment Management Group, LLC | 6.28% | Add +4.3% | 333,454 | $10.6M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +3.4% | 331,725 | $10.6M |
| Jane Street Group, LLC | 0.01% | Reduce -44.2% | 331,019 | $10.6M |
| Melfa Wealth Management, Inc. | 7.62% | Add +5.5% | 330,377 | $10.6M |
| Visionary Wealth Advisors | 0.71% | Reduce -0.1% | 329,471 | $10.5M |
| Silver Oak Advisory Group, Inc. | 5.84% | Add +3.2% | 325,553 | $10.4M |
| Cary Street Partners Investment Advisory LLC | 0.43% | Add +3.1% | 320,928 | $10.3M |
| Great Lakes Retirement, Inc. | 1.52% | Reduce -2.0% | 320,793 | $10.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.1% | 317,879 | $10.2M |
| Raymond James & Associates | 0.01% | Add +8.0% | 314,625 | $10.1M |
| Financial Insights, Inc. | 2.88% | Reduce -28.1% | 313,582 | $10.0M |
| Cedar Wealth Management, LLC | 3.18% | No change | 302,298 | $9.7M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +0.1% | 300,260 | $9.6M |
| Oceanside Advisors LLC | 7.92% | Add +3.2% | 299,499 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Add +0.0% | 299,142 | $9.6M |
| Rf&l Wealth Management, LLC | 7.21% | Reduce -0.7% | 293,016 | $9.4M |
| Websterrogers Financial Advisors, LLC | 3.29% | Reduce -0.1% | 289,931 | $9.3M |
| Parker Financial LLC | 5.19% | Add +45.4% | 285,172 | $9.1M |
| Knightsbridge Asset Management, LLC | 2.59% | No change | 308,636 | $9.0M |
| Aspiriant, LLC | 0.37% | Add +0.0% | 282,006 | $9.0M |
| Sterling Wealth Management, Inc. | 4.47% | Reduce -0.1% | 281,411 | $9.0M |
| AdvisorNet Financial, Inc | 0.86% | Reduce -41.3% | 281,335 | $9.0M |
| Waterfront Wealth Inc. | 2.49% | Reduce -3.3% | 290,701 | $8.9M |
| Nwam LLC | 0.72% | Reduce -1.3% | 280,153 | $8.9M |
| Cwm, LLC | 0.04% | Add +38.0% | 278,678 | $8.9M |
| Red Wave Investments LLC | 3.31% | No change | 275,827 | $8.8M |
| Rappaport Reiches Capital Management, LLC | 2.68% | Add +0.1% | 267,941 | $8.6M |
| McLean Asset Management Corp | 2.91% | Add +2.4% | 269,031 | $8.5M |
| Fort Point Capital Partners LLC | 1.11% | No change | 257,338 | $8.2M |
| tru Independence LLC | 2.36% | Add +63.5% | 251,275 | $8.0M |
| CGN Advisors LLC | 0.98% | Add +0.3% | 240,736 | $7.7M |
| Investmark Advisory Group LLC | 4.21% | Reduce -0.6% | 240,432 | $7.7M |
| Sutton Place Investors LLC | 3.80% | Add +9.5% | 240,056 | $7.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.16% | Add +0.9% | 238,488 | $7.6M |
| Hutchinson Capital Management | 1.53% | Add +3.2% | 236,932 | $7.6M |
| 1900 Wealth Management LLC | 0.66% | Reduce -9.3% | 227,511 | $7.3M |
| Wealthspire Advisors, LLC | 0.10% | Add +14.6% | 226,782 | $7.2M |
| USAdvisors Wealth Management, LLC | 2.59% | Add +14.4% | 214,992 | $6.9M |
| Morris Financial Concepts, Inc. | 3.43% | Add +0.6% | 209,994 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.0% | 208,750 | $6.7M |
| Bridgewater Advisors Inc. | 0.98% | Reduce -0.1% | 205,716 | $6.6M |
| Tortoise Investment Management, LLC | 0.79% | Add +21.2% | 204,459 | $6.5M |
| Aveo Capital Partners, LLC | 0.71% | Reduce -5.0% | 210,179 | $6.5M |
| Criterion Capital Advisors, LLC | 4.32% | Add +35.2% | 202,937 | $6.5M |
| Global Retirement Partners, LLC | 0.24% | Reduce -2.1% | 201,596 | $6.4M |
| McCarthy Asset Management, Inc. | 3.87% | Reduce -0.7% | 196,875 | $6.3M |
| PFG Advisors | 0.45% | Add +2.3% | 192,643 | $6.2M |
| Smartleaf Asset Management LLC | 1.16% | Add +18.6% | 188,840 | $6.0M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Reduce -0.6% | 183,242 | $5.9M |
| Physician Wealth Advisors, Inc. | 1.22% | Reduce -0.1% | 190,813 | $5.8M |
| Heritage Wealth Management, Inc. | 5.73% | Reduce -5.0% | 180,529 | $5.8M |
| Vista Capital Partners, Inc. | 0.72% | Add +0.5% | 179,680 | $5.7M |
| Mission Wealth Management, LP | 0.15% | Add +61.9% | 177,311 | $5.7M |
| Abacus Wealth Partners, LLC | 0.92% | Reduce -1.5% | 171,528 | $5.5M |
| Fiducient Advisors LLC | 1.07% | Add +0.2% | 169,067 | $5.4M |
| Financial Counselors Inc. | 0.09% | Add +50.2% | 167,774 | $5.4M |
| Valued Wealth Advisors LLC | 3.75% | Reduce -18.2% | 165,894 | $5.3M |
| MAI Capital Management | 0.05% | Add +2.9% | 164,228 | $5.2M |
| BlueSky Wealth Advisors, LLC | 4.08% | No change | 163,248 | $5.2M |
| Raymond James Trust N.A. | 0.12% | Add +7.7% | 159,105 | $5.1M |
| Running Point Capital Advisors, LLC | 2.26% | No change | 158,102 | $5.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 9.48% | Add +1.6% | 153,895 | $4.9M |
| Cassady Schiller Wealth Management, LLC | 2.16% | Reduce -1.9% | 151,313 | $4.8M |
| Citizens & Northern Corp. | 1.62% | Reduce -6.4% | 149,896 | $4.8M |
| Willow Creek Wealth Management Inc. | 0.55% | Reduce -1.9% | 147,815 | $4.7M |
| Apollon Wealth Management, LLC | 0.15% | Add +22.3% | 146,546 | $4.7M |
| Arista Wealth Management, LLC | 3.57% | Add +489.0% | 146,193 | $4.7M |
| Symmetry Partners, LLC | 0.36% | Reduce -79.2% | 145,685 | $4.7M |
| Townsquare Capital LLC | 0.07% | Reduce -6.0% | 144,186 | $4.6M |
| CreativeOne Wealth, LLC | 0.18% | Add +291.3% | 143,668 | $4.6M |
| Samalin Investment Counsel, LLC | 2.17% | Add +3.2% | 142,477 | $4.6M |
| Financial Council, LLC | 2.66% | Add +2.7% | 140,641 | $4.5M |
| Western Wealth Management, LLC | 0.35% | Reduce -2.1% | 139,900 | $4.5M |
| Gemmer Asset Management LLC | 0.51% | Add +8.7% | 137,575 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -5.7% | 135,718 | $4.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +19.1% | 134,496 | $4.3M |
| Alpha Financial Advisors, LLC | 2.01% | Reduce -0.5% | 133,097 | $4.3M |
| Copperleaf Capital, LLC | 3.65% | Reduce -1.0% | 131,923 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +36.3% | 131,774 | $4.2M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +6.5% | 130,585 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +1.8% | 127,878 | $4.1M |
| Caerus Investment Advisors, LLC | 3.89% | No change | 126,261 | $4.0M |
| Nicolet Advisory Services, LLC | 0.41% | Reduce -2.5% | 127,349 | $4.0M |
| Callan Capital, LLC | 0.35% | Reduce -7.6% | 125,763 | $4.0M |
| FMR LLC | 0.00% | Add +5.9% | 125,101 | $4.0M |
| WNY Asset Management, LLC | 0.60% | Add +2.4% | 123,138 | $3.9M |
| Wealth Architects, LLC | 0.52% | Add +1.4% | 123,124 | $3.9M |
| Prosperity Planning, Inc. | 1.90% | Reduce -2.1% | 122,670 | $3.9M |
| Private Trust Co. NA | 0.42% | No change | 120,325 | $3.8M |
| VanderPol Investments L.L.C. | 10.86% | Reduce -8.4% | 118,562 | $3.8M |
| IFG Advisors, LLC | 0.98% | Add +19.4% | 118,259 | $3.8M |
| Arbor Wealth Advisors LLC | 3.54% | No change | 117,251 | $3.7M |
| Mutual Advisors, LLC | 0.12% | Reduce -28.7% | 115,231 | $3.7M |
| Krilogy Financial LLC | 0.28% | Add +0.1% | 114,781 | $3.7M |
| Venture Visionary Partners LLC | 0.17% | Reduce -17.1% | 114,294 | $3.7M |
| WPWealth LLP | 0.90% | Add +0.2% | 108,975 | $3.5M |
| Geneos Wealth Management Inc. | 0.16% | Add +28.6% | 108,348 | $3.5M |
| Hoylecohen, LLC | 0.26% | Reduce -0.1% | 106,584 | $3.4M |
| Index Fund Advisors, Inc. | 0.19% | Reduce -0.2% | 105,926 | $3.4M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 104,496 | $3.3M |
| Buttonwood Financial Advisors Inc. | 1.56% | Reduce -0.4% | 104,110 | $3.3M |
| LifePro Asset Management | 2.19% | Add +13.1% | 103,588 | $3.3M |
| Great Oak Capital Partners, LLC | 1.42% | Add +6.5% | 100,382 | $3.2M |
| AE Wealth Management LLC | 0.04% | Reduce -82.0% | 98,541 | $3.1M |
| C M Bidwell & Associates Ltd. | 2.12% | Add +4.8% | 97,570 | $3.1M |
| Stone Summit Wealth LLC | 1.08% | Add +2.9% | 97,060 | $3.1M |
| Retirement Planning Group, LLC | 0.24% | Reduce -2.4% | 96,971 | $3.1M |
| 25 LLC | 1.51% | Add +0.0% | 96,782 | $3.1M |
| Waypoint Capital Advisors, LLC | 0.80% | Add +0.3% | 96,214 | $3.1M |
| Aprio Wealth Management, LLC | 0.60% | Reduce -10.7% | 96,176 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.89% | Reduce -1.7% | 95,868 | $3.1M |
| Tranquilli Financial Advisor LLC | 2.03% | Add +8.3% | 95,135 | $3.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +2.9% | 94,856 | $3.0M |
| GEM Asset Management, LLC | 2.03% | Add +1.0% | 99,867 | $3.0M |
| M&T Bank Corp | 0.01% | Add +361.6% | 94,080 | $3.0M |
| Yarger Wealth Strategies, LLC | 2.04% | New | 93,669 | $3.0M |
| Financial Advocates Investment Management | 0.17% | Reduce -1.4% | 92,912 | $3.0M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -7.6% | 91,975 | $2.9M |
| Total Clarity Wealth Management, Inc. | 1.01% | Add +1071.6% | 91,211 | $2.9M |
| LJI Wealth Management, LLC | 0.74% | Add +1.1% | 89,769 | $2.9M |
| HFG Wealth Management, LLC | 1.68% | Reduce -54.4% | 89,313 | $2.9M |
| Wealthspan Partners, LLC | 1.67% | Add +29.7% | 88,868 | $2.8M |
| WestHill Financial Advisors, Inc. | 0.69% | No change | 87,735 | $2.8M |
| Empowered Funds, LLC | 0.05% | New | 86,134 | $2.8M |
| Level Four Advisory Services, LLC | 0.15% | No change | 94,060 | $2.7M |
| Parkside Advisors LLC | 0.70% | New | 85,409 | $2.7M |
| Concord Wealth Partners | 0.49% | Reduce -2.9% | 84,912 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -5.1% | 83,107 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.2% | 82,017 | $2.6M |
| Atwater Malick LLC | 0.91% | Add +0.2% | 81,115 | $2.6M |
| Montis Financial, LLC | 1.23% | New | 81,035 | $2.6M |
| Lakeridge Wealth Management LLC | 1.64% | Add +17.8% | 79,096 | $2.5M |
| WealthCollab, LLC | 1.83% | Reduce -0.6% | 77,732 | $2.5M |
| Choreo, LLC | 0.06% | Add +11.4% | 77,136 | $2.5M |
| AQR Capital Management | 0.00% | Add +26.1% | 77,117 | $2.5M |
| Intelligent Financial Strategies | 1.53% | Reduce -63.8% | 77,113 | $2.5M |
| Pallas Capital Advisors LLC | 0.10% | No change | 76,964 | $2.5M |
| Clarity Capital Advisors, LLC | 1.94% | Add +0.1% | 75,944 | $2.4M |
| Orion Capital Management LLC | 1.28% | Add +0.0% | 75,425 | $2.4M |
| Kure Advisory, LLC | 2.03% | Add +2.5% | 74,544 | $2.4M |
| Baker Avenue Asset Management, LP | 0.09% | No change | 72,633 | $2.3M |
| Liberty Capital Management, Inc. | 0.57% | No change | 72,322 | $2.3M |
| Marietta Wealth Management, LLC | 0.38% | Add +1.2% | 72,158 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +41.4% | 71,808 | $2.3M |
| Brown Advisory Inc. | 0.00% | Add +45.6% | 70,711 | $2.3M |
| KM Capital Management Ltd. | 1.25% | Reduce -12.8% | 70,600 | $2.3M |
| Signet Financial Management, LLC | 0.31% | Add +1.1% | 70,449 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.85% | No change | 68,560 | $2.2M |
| Grey Street Capital, LLC | 0.29% | Add +1.2% | 66,994 | $2.1M |
| American Financial Advisors, LLC | 0.30% | No change | 66,201 | $2.1M |
| Integrity Wealth Solutions LLC | 1.37% | Add +0.2% | 65,894 | $2.1M |
| Seaside Wealth Management, Inc. | 0.89% | Reduce -0.0% | 65,654 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Add +26.1% | 64,857 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +26.3% | 64,600 | $2.1M |
| Aviance Capital Partners, LLC | 0.30% | Add +32.6% | 64,200 | $2.1M |
| Marcum Wealth, LLC | 0.20% | Reduce -0.2% | 62,771 | $2.0M |
| Keener Financial Planning LLC | 1.38% | No change | 62,582 | $2.0M |
| CWA Asset Management Group, LLC | 0.12% | No change | 61,328 | $2.0M |
| RB Capital Management, LLC | 0.55% | Reduce -0.2% | 61,091 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.18% | No change | 60,946 | $1.9M |
| Family Wealth Partners, LLC | 1.10% | No change | 60,596 | $1.9M |
| Cassaday & Co Wealth Management LLC | 0.06% | Add +26.1% | 59,869 | $1.9M |
| Grey Fox Wealth Advisors, LLC | 0.71% | Add +0.1% | 59,111 | $1.9M |
| Olistico Wealth, LLC | 1.36% | Reduce -4.6% | 58,892 | $1.9M |
| Cadent Capital Advisors, LLC | 0.73% | Reduce -60.0% | 57,384 | $1.8M |
| Fiduciary Family Office, LLC | 0.72% | No change | 57,351 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.64% | No change | 57,199 | $1.8M |
| Pioneer Wealth Management Group | 1.04% | Reduce -5.0% | 56,899 | $1.8M |
| Lido Advisors, LLC | 0.02% | Add +254.9% | 56,046 | $1.8M |
| SpiderRock Advisors, LLC | 0.06% | — | 57,351 | $1.8M |
| Sanctuary Wealth Management, L.L.C. | 1.44% | Reduce -6.4% | 55,212 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +24.7% | 54,968 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -1.4% | 54,565 | $1.7M |
| Virtue Capital Management, LLC | 0.31% | Add +0.2% | 55,671 | $1.7M |
| MB Generational Wealth, LLC | 1.35% | Add +22.1% | 53,797 | $1.7M |
| MJP Associates Inc. | 0.37% | Add +9.2% | 53,171 | $1.7M |
| Advisor OS, LLC | 0.20% | Add +9.2% | 53,171 | $1.7M |
| Strategic Financial Concepts, LLC | 0.40% | Add +7.1% | 52,531 | $1.7M |
| Larson Financial Group LLC | 0.13% | Add +0.1% | 52,379 | $1.7M |
| WCG Wealth Advisors LLC | 0.14% | Add +2.5% | 51,942 | $1.7M |
| Wedmont Private Capital | 0.12% | No change | 52,457 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Add +17.6% | 51,583 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Add +9.3% | 51,034 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.94% | Add +9.7% | 50,435 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.18% | No change | 50,006 | $1.6M |
| Girard Partners LTD. | 0.15% | Reduce -16.4% | 49,364 | $1.6M |
| Blue Chip Partners, LLC | 0.15% | Add +0.2% | 49,314 | $1.6M |
| Physician Wealth Solutions Inc. | 1.32% | Add +39.6% | 49,062 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.39% | Reduce -55.9% | 47,554 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.1% | 47,497 | $1.5M |
| Northeast Financial Group, Inc. | 0.66% | New | 46,988 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +258.0% | 46,675 | $1.5M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -0.4% | 46,155 | $1.5M |
| Lifeworks Advisors, LLC | 0.40% | Reduce -9.6% | 44,211 | $1.4M |
| Coston, McIsaac & Partners | 0.45% | Add +0.1% | 44,216 | $1.4M |
| MGB Wealth Management, LLC | 0.57% | No change | 43,915 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +0.2% | 43,572 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +11.8% | 43,668 | $1.4M |
| Global Trust Asset Management, LLC | 0.56% | Add +0.0% | 42,929 | $1.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +27.6% | 42,759 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.0% | 42,050 | $1.3M |
| Mendota Financial Group, LLC | 0.78% | Reduce -7.1% | 41,889 | $1.3M |
| Fortis Advisors, LLC | 0.89% | Add +0.2% | 41,686 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 41,632 | $1.3M |
| Shotwell Rutter Baer Inc | 2.68% | Reduce -0.0% | 41,779 | $1.3M |
| Connecticut Wealth Management, LLC | 0.07% | Add +11.4% | 41,323 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | No change | 40,957 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.40% | No change | 40,714 | $1.3M |
| Annapolis Financial Services, LLC | 0.42% | Reduce -69.0% | 39,708 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +9.6% | 39,644 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.0% | 39,617 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +136.8% | 39,076 | $1.2M |
| First Merchants Corp. | 0.09% | No change | 38,487 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.08% | No change | 38,441 | $1.2M |
| Brewster Financial Planning LLC | 1.05% | No change | 38,044 | $1.2M |
| Parkside Financial Bank & Trust | 0.19% | Reduce -8.5% | 37,839 | $1.2M |
| HUB Investment Partners, LLC | 0.07% | Add +43.4% | 37,804 | $1.2M |
| Almanack Investment Partners, LLC. | 0.21% | Add +15.0% | 37,796 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Reduce -2.4% | 37,479 | $1.2M |
| Edge Financial Advisors LLC | 1.04% | — | 36,277 | $1.2M |
| World Investment Advisors | 0.17% | New | 36,736 | $1.2M |
| Cooper Financial Group | 0.19% | No change | 36,362 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +12.2% | 36,214 | $1.2M |
| FMFE Wealth Management, LLC | 1.05% | Add +0.8% | 35,739 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -6.3% | 35,596 | $1.1M |
| Disciplined Equity Management, Inc. | 0.75% | Add +0.3% | 35,570 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | No change | 35,283 | $1.1M |
| Clark Asset Management, LLC | 0.34% | No change | 35,099 | $1.1M |
| City State Bank | 0.48% | Add +1.1% | 34,357 | $1.1M |
| Lam Group, Inc. | 0.88% | Add +0.0% | 33,875 | $1.1M |
| Millennium Management | 0.00% | New | 33,862 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -4.7% | 33,468 | $1.1M |
| Essential Planning, LLC. | 0.53% | No change | 36,508 | $1.1M |
| Commerce Bank | 0.01% | Reduce -43.9% | 33,203 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +5.7% | 32,885 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +3.3% | 32,802 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.86% | No change | 32,471 | $1.0M |
| Heritage Wealth Advisors | 0.05% | No change | 32,405 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.24% | Reduce -1.5% | 32,348 | $1.0M |
| Collective Family Office LLC | 0.33% | No change | 32,293 | $1.0M |
| Rise Advisors, LLC | 0.55% | Add +0.2% | 32,202 | $1.0M |
| Tranquility Partners, LLC | 0.39% | Add +2.0% | 31,885 | $1.0M |
| Shakespeare Wealth Management, LLC | 0.29% | Add +4.1% | 31,840 | $1.0M |
| Founders Financial Securities LLC | 0.11% | Add +16.1% | 31,582 | $1.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Add +1.5% | 31,448 | $1.0M |
| High Probability Advisors, LLC | 0.19% | New | 31,293 | $1000K |
| Northern Trust Corp. | 0.00% | Reduce -30.2% | 31,239 | $998K |
| TruNorth Capital Management, LLC | 0.34% | — | 30,954 | $989K |
| Diversify Advisory Services, LLC | 0.06% | — | 31,012 | $987K |
| JB Capital LLC | 0.07% | Add +10.1% | 30,632 | $979K |
| US Bancorp \de | 0.00% | Add +145.9% | 30,335 | $969K |
| FSM Wealth Advisors, LLC | 0.34% | Add +0.0% | 30,276 | $967K |
| Prio Wealth Limited Partnership | 0.03% | No change | 30,274 | $967K |
| ERn Financial, LLC | 0.17% | No change | 30,173 | $964K |
| Lane & Associates LLC | 0.60% | Add +8.1% | 29,870 | $954K |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +39.2% | 29,812 | $952K |
| InterOcean Capital Group, LLC | 0.02% | Add +9.2% | 29,645 | $947K |
| Aspire Private Capital, LLC | 0.25% | Add +50.4% | 29,628 | $947K |
| IFP Advisors, Inc | 0.04% | Add +0.0% | 29,334 | $937K |
| Fielder Capital Group LLC | 0.42% | Reduce -29.2% | 29,244 | $934K |
| Renasant Bank | 0.65% | New | 28,800 | $920K |
| Aspire Wealth Management Corp | 0.55% | Add +3.4% | 28,714 | $917K |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -20.8% | 28,415 | $908K |
| Perennial Investment Advisors, LLC | 0.14% | No change | 28,383 | $907K |
| Edge Capital Group, LLC | 0.04% | New | 28,110 | $898K |
| NorthRock Partners, LLC | 0.03% | No change | 27,866 | $890K |
| Quantum Financial Advisors, LLC | 0.16% | No change | 27,786 | $888K |
| St Germain D J Co. Inc. | 0.04% | No change | 27,689 | $885K |
| Evoke Wealth, LLC | 0.03% | New | 27,176 | $868K |
| Monterey Private Wealth, Inc. | 0.35% | Reduce -5.1% | 26,903 | $860K |
| Oakworth Capital, Inc. | 0.06% | No change | 26,845 | $858K |
| Institute for Wealth Management, LLC. | 0.11% | New | 26,757 | $855K |
| Elevate Wealth Advisory, Inc. | 0.74% | Reduce -11.1% | 26,714 | $854K |
| Sage Mountain Advisors LLC | 0.09% | Reduce -14.4% | 26,708 | $853K |
| DGS Capital Management, LLC | 0.24% | No change | 26,450 | $845K |
| Affinity Capital Advisors, LLC | 0.18% | No change | 25,646 | $819K |
| Acorn Creek Capital LLC | 0.51% | Add +3.4% | 25,432 | $813K |
| CarsonAllaria Wealth Management, Ltd. | 0.51% | Add +0.2% | 25,226 | $806K |
| CRA Financial Services, LLC | 0.17% | No change | 25,195 | $805K |
| Security Financial Services, INC. | 0.18% | Reduce -9.0% | 25,193 | $805K |
| Richard P Slaughter Associates Inc | 0.20% | No change | 25,188 | $805K |
| Colton Groome Financial Advisors, LLC | 0.32% | No change | 24,838 | $794K |
| Revisor Wealth Management LLC | 0.36% | Add +3.9% | 25,911 | $793K |
| S. R. Schill & Associates | 0.33% | Add +0.2% | 23,492 | $751K |
| Sard Wealth Management Group, LLC | 0.68% | Reduce -16.6% | 23,475 | $750K |
| Caprock Group, LLC | 0.04% | Reduce -0.9% | 23,257 | $743K |
| TFC Financial Management, Inc. | 0.13% | Add +0.2% | 22,924 | $732K |
| Lion Street Advisors, LLC | 0.29% | No change | 24,609 | $719K |
| Murphy Pohlad Asset Management LLC | 0.28% | No change | 22,504 | $719K |
| First Foundation Advisors | 0.03% | No change | 22,456 | $717K |
| Quadrant Private Wealth Management, LLC | 0.18% | No change | 22,372 | $715K |
| Emprise Bank | 0.48% | — | 22,316 | $713K |
| Sigma Planning Corp | 0.02% | Add +128.2% | 22,235 | $710K |
| TFB Advisors LLC | 0.25% | Add +13.6% | 23,125 | $702K |
| Busey Bank | 0.02% | No change | 21,917 | $700K |
| Yoder Wealth Management, Inc. | 0.46% | Add +3.3% | 21,845 | $698K |
| Better Money Decisions, LLC | 0.55% | Reduce -4.0% | 21,564 | $689K |
| Cedar Brook Financial Partners, LLC | 0.14% | Add +9.3% | 21,560 | $689K |
| Boyce & Associates Wealth Consulting, Inc. | 0.89% | Add +8.2% | 21,538 | $688K |
| Boston Trust Walden Corp | 0.00% | No change | 21,537 | $688K |
| Partners in Financial Planning | 0.15% | Reduce -0.0% | 21,451 | $685K |
| PNC Financial Services Group, Inc. | 0.00% | Add +628.2% | 21,337 | $682K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 21,311 | $681K |
| American Investment Services, Inc. | 0.12% | Add +109.7% | 21,057 | $673K |
| Fortress Wealth Management, Inc. | 0.35% | Reduce -5.8% | 21,042 | $672K |
| Single Point Partners, LLC | 0.16% | No change | 20,969 | $670K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.1% | 20,812 | $665K |
| Gradient Capital Advisors, LLC | 0.24% | Add +6.2% | 20,753 | $663K |
| KPP Advisory Services LLC | 0.18% | New | 20,709 | $662K |
| Jacobi Capital Management LLC | 0.06% | Reduce -55.0% | 20,260 | $647K |
| Apeiron RIA LLC | 0.19% | No change | 20,010 | $639K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +0.0% | 19,526 | $624K |
| Keel Point, LLC | 0.06% | Add +0.5% | 19,510 | $623K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,236 | $615K |
| HB Wealth Management, LLC | 0.01% | Add +64.4% | 18,698 | $597K |
| Sage Rhino Capital LLC | 0.14% | Reduce -1.6% | 18,613 | $595K |
| Clark Capital Management Group, Inc. | 0.00% | Add +51.0% | 18,599 | $594K |
| Colonial Trust Co / SC | 0.11% | No change | 18,578 | $594K |
| Ti-Trust, Inc. | 0.43% | No change | 18,395 | $588K |
| National Wealth Management Group, LLC | 0.46% | Reduce -27.3% | 18,370 | $587K |
| FSA Advisors, Inc. | 0.63% | Reduce -0.1% | 18,347 | $586K |
| Pinnacle Financial Partners Inc | 0.01% | Add +11.0% | 18,303 | $585K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $580K |
| Simplicity Wealth,LLC | 0.01% | New | 18,092 | $578K |
| Csenge Advisory Group | 0.03% | Add +38.7% | 18,034 | $576K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.2% | 18,036 | $574K |
| M Holdings Securities, Inc. | 0.10% | Reduce -99.2% | 17,941 | $573K |
| BBR Partners, LLC | 0.05% | Add +87.7% | 17,836 | $570K |
| Crestwood Advisors Group, LLC | 0.01% | New | 17,816 | $569K |
| Advisory Services Network, LLC | 0.01% | Add +87.5% | 17,508 | $559K |
| Ascent Group, LLC | 0.05% | Reduce -5.7% | 17,467 | $558K |
| CPA Asset Management Group, LLC | 0.31% | Add +0.9% | 17,341 | $554K |
| Silver Oak Securities, Incorporated | 0.08% | Add +26.4% | 17,187 | $549K |
| Pettinga Financial Advisors LLC | 0.14% | Reduce -47.9% | 16,939 | $541K |
| Harbor Group, Inc. | 0.14% | No change | 16,854 | $538K |
| Rebalance, LLC | 0.04% | No change | 16,818 | $537K |
| Evolution Advisers, Inc. | 0.31% | No change | 16,680 | $533K |
| Beacon Financial Advisory LLC | 0.26% | Add +4.5% | 16,610 | $531K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +0.2% | 16,879 | $529K |
| Foster Group, Inc. | 0.03% | Reduce -13.8% | 16,484 | $527K |
| WBH Advisory Inc. | 0.05% | No change | 16,478 | $526K |
| Balboa Wealth Partners | 0.17% | No change | 16,388 | $524K |
| Alkeme Wealth, LLC | 0.24% | Add +9.8% | 16,688 | $522K |
| Signaturefd, LLC | 0.01% | Reduce -2.0% | 16,215 | $518K |
| Destination Wealth Management | 0.02% | No change | 16,194 | $517K |
| Ameritas Advisory Services, LLC | 0.02% | New | 16,721 | $517K |
| QRG Capital Management, Inc. | 0.01% | Add +133.2% | 16,011 | $512K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 15,977 | $510K |
| Johnson Financial Group, LLC | 0.06% | No change | 15,924 | $509K |
| Moors & Cabot, Inc. | 0.03% | Add +1.1% | 15,881 | $507K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $504K |
| Threadgill Financial, LLC | 0.22% | New | 15,705 | $502K |
| Confluence Wealth Services, Inc. | 0.04% | Add +51.5% | 15,704 | $502K |
| Magnus Financial Group LLC | 0.06% | Add +0.2% | 15,636 | $500K |
| Accel Wealth Management | 0.21% | No change | 15,581 | $498K |
| NorthCoast Asset Management LLC | 0.01% | Add +33.5% | 15,422 | $493K |
| Exchange Capital Management, Inc. | 0.08% | No change | 15,372 | $491K |
| Certuity, LLC | 0.04% | Add +0.1% | 15,371 | $491K |
| Providence Capital Advisors, LLC | 0.11% | No change | 15,202 | $486K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,162 | $484K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 15,161 | $484K |
| EnRich Financial Partners LLC | 0.18% | Add +2.2% | 15,152 | $484K |
| Fiduciary Alliance LLC | 0.08% | Add +2.3% | 14,726 | $469K |
| Capital Advisors Inc. | 0.01% | No change | 14,608 | $467K |
| Advisory Alpha, LLC | 0.02% | No change | 14,585 | $466K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $465K |
| Morling Financial Advisors, LLC | 0.26% | No change | 14,492 | $463K |
| Bessemer Group Inc. | 0.00% | Add +54.4% | 14,502 | $463K |
| Rockingstone Advisors LLC | 0.24% | No change | 14,471 | $462K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.4% | 14,359 | $459K |
| Lockerman Financial Group, Inc. | 0.88% | No change | 14,358 | $459K |
| Highland Financial Advisors, LLC | 0.18% | No change | 14,254 | $455K |
| Regis Acquisition Inc. | 0.27% | Add +0.2% | 13,933 | $445K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.1% | 13,910 | $444K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -3.4% | 13,782 | $440K |
| Barry Investment Advisors, LLC | 0.15% | Add +12.3% | 13,654 | $436K |
| CENTRAL TRUST Co | 0.01% | No change | 13,615 | $435K |
| Tectonic Advisors LLC | 0.03% | New | 13,331 | $426K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 13,326 | $426K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -17.4% | 12,961 | $414K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $413K |
| Horizon Wealth Management, LLC | 0.11% | Add +25.6% | 12,914 | $413K |
| Prospera Financial Services Inc | 0.01% | Add +28.8% | 12,854 | $411K |
| Hanover Advisors Inc. | 0.17% | Add +19.7% | 12,760 | $408K |
| Keystone Wealth Services, LLC | 0.13% | No change | 12,697 | $406K |
| Savvy Advisors, Inc. | 0.23% | New | 12,554 | $401K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +0.2% | 12,514 | $400K |
| Blume Capital Management, Inc. | 0.10% | Reduce -2.0% | 12,497 | $399K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | No change | 12,468 | $398K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,418 | $397K |
| Robinswood Financial LLC | 0.17% | Add +0.0% | 12,170 | $387K |
| Vista Finance, LLC | 0.96% | No change | 11,992 | $383K |
| SYM FINANCIAL Corp | 0.06% | Reduce -2.0% | 11,927 | $381K |
| Intrua Financial, LLC | 0.06% | No change | 11,926 | $381K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -2.8% | 11,925 | $381K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,852 | $379K |
| Argent Trust Co | 0.02% | Reduce -7.8% | 11,854 | $379K |
| Camelot Technology Advisors, Inc. | 0.34% | Add +0.2% | 11,471 | $366K |
| WASHINGTON TRUST Co | 0.01% | No change | 11,417 | $365K |
| First American Trust, FSB | 0.04% | Reduce -17.3% | 11,351 | $363K |
| Quantinno Capital Management LP | 0.01% | New | 11,295 | $361K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.15% | New | 11,255 | $360K |
| BOS Asset Management, LLC | 0.19% | Add +4.3% | 11,208 | $358K |
| WR Wealth Planners, LLC | 0.11% | Reduce -21.1% | 11,204 | $358K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.3% | 11,111 | $355K |
| Visionary Horizons, LLC | 0.28% | Reduce -3.4% | 11,495 | $355K |
| WealthShield Partners, LLC | 0.06% | Reduce -27.1% | 11,058 | $353K |
| Monument Capital Management | 0.10% | No change | 11,012 | $352K |
| G2 Capital Management, LLC / Oh | 0.11% | No change | 11,002 | $352K |
| Harbour Investments, Inc. | 0.01% | Add +31.7% | 10,994 | $351K |
| Apollon Financial, LLC | 0.12% | No change | 10,879 | $348K |
| Glen Eagle Advisors, LLC | 0.07% | No change | 10,778 | $344K |
| Smith Anglin Financial, LLC | 0.04% | New | 10,751 | $343K |
| Main Street Financial Solutions, LLC | 0.04% | Add +28.6% | 10,689 | $342K |
| Regal Investment Advisors LLC | 0.02% | No change | 10,600 | $339K |
| Eagle Ridge Investment Management | 0.03% | No change | 10,511 | $336K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -6.7% | 10,477 | $335K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +60.7% | 12,768 | $335K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,468 | $334K |
| Fairman Group, LLC | 0.32% | Add +0.2% | 10,445 | $334K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +1.0% | 10,427 | $333K |
| Ironwood Financial, llc | 0.08% | No change | 10,350 | $331K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $328K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -2.1% | 10,182 | $325K |
| Marotta Asset Management | 0.07% | No change | 10,179 | $325K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -32.8% | 9,989 | $319K |
| Steele Capital Management, Inc. | 0.02% | Add +0.1% | 9,869 | $315K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 9,832 | $314K |
| Full Sail Capital, LLC | 0.02% | No change | 9,798 | $313K |
| Significant Wealth Partners LLC | 0.20% | New | 9,762 | $312K |
| Bordeaux Wealth Advisors LLC | 0.10% | No change | 9,750 | $312K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $308K |
| Waterway Wealth Management, LLC | 0.13% | No change | 9,579 | $306K |
| NBW Capital LLC | 0.06% | New | 9,568 | $306K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +35.9% | 9,544 | $305K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $302K |
| McBroom & Associates, LLC | 0.20% | No change | 9,403 | $300K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -8.4% | 9,343 | $299K |
| Spire Wealth Management | 0.01% | No change | 9,315 | $298K |
| Matisse Capital | 0.14% | Add +0.2% | 9,299 | $297K |
| Horizon Financial Services, LLC | 0.19% | No change | 9,292 | $297K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -61.8% | 9,282 | $297K |
| Strategies Wealth Advisors, LLC | 0.05% | New | 9,265 | $296K |
| Mokosak Advisory Group, LLC | 0.10% | Reduce -2.0% | 9,263 | $296K |
| Iams Wealth Management, LLC | 0.18% | No change | 9,646 | $295K |
| Angeles Wealth Management, LLC | 0.03% | Add +499.5% | 9,130 | $292K |
| Grandfield & Dodd, LLC | 0.02% | No change | 9,043 | $289K |
| Mach-1 Financial Group, LLC | 0.22% | No change | 8,992 | $287K |
| Wallace Advisory Group, LLC | 0.21% | Add +0.3% | 9,477 | $277K |
| Tenon Financial LLC | 0.23% | — | 8,666 | $277K |
| Holistic Financial Partners | 0.14% | Reduce -1.1% | 8,632 | $276K |
| Evensky & Katz LLC | 0.02% | Add +0.2% | 8,562 | $274K |
| Ellsworth Advisors, LLC | 0.08% | Reduce -4.1% | 8,869 | $274K |
| FRG Family Wealth Advisors LLC | 0.05% | Add +0.2% | 8,964 | $273K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.1% | 8,469 | $271K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -12.4% | 8,451 | $270K |
| McAdam, LLC | 0.02% | No change | 8,437 | $270K |
| Chapin Davis, Inc. | 0.10% | Reduce -3.3% | 8,407 | $269K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 8,365 | $267K |
| Fisher Asset Management | 0.00% | New | 8,356 | $267K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | No change | 8,328 | $266K |
| Synergy Asset Management, LLC | 0.04% | No change | 8,210 | $262K |
| First National Advisers, LLC | 0.06% | No change | 8,158 | $261K |
| Hills Bank & Trust Co | 0.02% | No change | 8,145 | $260K |
| Von Berge Wealth Management Group, LLC | 0.17% | Add +8.1% | 8,034 | $257K |
| CoreFirst Bank & Trust | 0.16% | Add +274.7% | 8,003 | $256K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $250K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -9.8% | 7,820 | $250K |
| New Potomac Partners, LLC | 0.14% | No change | 7,780 | $249K |
| Clearstead Advisors, LLC | 0.01% | No change | 7,857 | $248K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $248K |
| Leading Edge Financial Planning LLC | 0.11% | Reduce -2.6% | 7,632 | $244K |
| Stansberry Asset Management, LLC | 0.03% | New | 7,546 | $241K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 7,391 | $236K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $236K |
| Scotia Capital Inc. | 0.00% | No change | 7,350 | $235K |
| Silver Lake Advisory, LLC | 0.06% | New | 7,274 | $232K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.1% | 7,268 | $232K |
| Camarda Financial Advisors, LLC | 0.09% | No change | 7,267 | $232K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 7,246 | $232K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $231K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $229K |
| Hibernia Wealth Partners, LLC | 0.16% | Add +0.1% | 7,147 | $228K |
| Acorn Wealth Advisors, LLC | 0.12% | No change | 7,139 | $228K |
| Retirement Capital Strategies | 0.09% | No change | 7,114 | $227K |
| Panoramic Investment Advisors, LLC | 0.17% | New | 7,088 | $226K |
| Strategy Asset Managers LLC | 0.05% | Add +0.1% | 7,077 | $226K |
| Invst, LLC | 0.03% | Reduce -18.4% | 7,028 | $224K |
| Elk River Wealth Management LLC | 0.05% | Reduce -13.2% | 6,983 | $223K |
| Relative Value Partners Group, LLC | 0.01% | New | 7,602 | $222K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $222K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.17% | No change | 6,959 | $222K |
| Gibbs Wealth Management | 0.13% | — | 6,947 | $222K |
| MBM Wealth Consultants, LLC | 0.08% | No change | 6,940 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,896 | $220K |
| Stephens Inc. | 0.00% | No change | 6,872 | $220K |
| Lindbrook Capital, LLC | 0.02% | No change | 6,850 | $219K |
| Embree Financial Group | 0.04% | Reduce -15.9% | 6,837 | $218K |
| Curi Capital, LLC | 0.01% | New | 6,827 | $218K |
| Tilson Financial Group, Inc. | 0.12% | New | 6,815 | $218K |
| Synovus Financial Corp. | 0.00% | New | 6,788 | $217K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | New | 6,750 | $216K |
| Naples Global Advisors, LLC | 0.02% | New | 6,666 | $213K |
| Jentner Corp | 0.07% | New | 6,642 | $212K |
| SlateStone Wealth, LLC | 0.02% | New | 6,561 | $210K |
| Well Done, LLC | 0.04% | New | 6,570 | $210K |
| Ameriprise Financial Inc. | 0.00% | New | 6,557 | $209K |
| Ridgecrest Wealth Partners, LLC | 0.12% | New | 6,544 | $209K |
| Lathrop Investment Management Co. | 0.04% | New | 6,552 | $209K |
| Bridges Investment Management Inc. | 0.01% | New | 6,500 | $208K |
| Roble, Belko & Company, Inc | 0.04% | No change | 6,477 | $207K |
| Florida Trust Wealth Management Co | 0.01% | New | 6,439 | $206K |
| ICA Group Wealth Management, LLC | 0.04% | No change | 6,302 | $201K |
| John W. Brooker & Co., CPAs | 0.11% | New | 6,301 | $201K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 6,873 | $201K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 6,090 | $195K |
| Centaurus Financial, Inc. | 0.01% | New | 6,075 | $194K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $178K |
| Operose Advisors LLC | 0.06% | No change | 5,557 | $178K |
| Sandy Spring Bank | 0.01% | Add +0.0% | 5,501 | $176K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $144K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $140K |
| Continuum Advisory, LLC | 0.02% | New | 4,301 | $136K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $129K |
| Avondale Wealth Management | 0.09% | No change | 4,000 | $128K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $124K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.06% | No change | 3,854 | $123K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -8.4% | 3,830 | $122K |
| Bokf, NA | 0.00% | No change | 3,728 | $119K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,648 | $117K |
| REAP Financial Group, LLC | 0.03% | Reduce -11.6% | 3,623 | $116K |
| Studio Investment Management LLC | 0.03% | New | 3,583 | $114K |
| Kathleen S. Wright Associates Inc. | 0.05% | New | 3,452 | $110K |
| Maryland Capital Advisors Inc. | 0.06% | Reduce -9.0% | 2,813 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $84K |
| Global Wealth Strategies & Associates | 0.03% | No change | 2,378 | $76K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | New | 2,152 | $69K |
| Howe & Rusling Inc. | 0.01% | New | 2,114 | $68K |
| Truvestments Capital LLC | 0.03% | Add +0.3% | 2,044 | $65K |
| Tucker Asset Management LLC | 0.01% | New | 1,960 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,920 | $61K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 1,122 | $36K |
| Sound Income Strategies, LLC | 0.00% | New | 1,120 | $36K |
| CGC Financial Services, LLC | 0.02% | No change | 1,070 | $34K |
| Bare Financial Services, Inc | 0.03% | New | 1,007 | $31K |
| S.A. Mason LLC | 0.02% | New | 830 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 820 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 726 | $23K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 682 | $22K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.9% | 564 | $18K |
| Mma Asset Management LLC | 0.01% | New | 474 | $15K |
| Archer Investment Corp | 0.00% | Add +26.9% | 391 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 360 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -90.0% | 247 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Abound Wealth Management | 0.00% | No change | 176 | $6K |
| Avior Wealth Management, LLC | 0.00% | Reduce -99.0% | 156 | $5K |
| Kessler Investment Group, LLC | 0.00% | New | 65 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| Quent Capital, LLC | 0.00% | Add +173.3% | 41 | $1K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
"% of holder's portfolio" is DFAC's weight in each manager's 13F, not the share of Dimensional US Core Equity 2 the manager owns.