Dimensional US Core Equity 2DFACETF
13F holders, Q2 2024 (June 30)827holders +28
51new positions
29sold out
4famous investors
$32.11avg. 13F price*
At the end of Q2 2024, 827 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 28 from Q1 2024. 51 opened new positions and 29 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), Mercer Global Advisors Inc. ($1.5B) and Forum Financial Management, LP ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $103.0M |
| Exits | 29 | $80.1M |
All 13F filers, Q1 2024 → Q2 2024: 37,367,894 shares bought and 10,644,375 shares sold, net +26,723,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 827 holders
| Envestnet Asset Management Inc. | 0.60% | Add +3.1% | 53,433,075 | $1.7B |
| Mercer Global Advisors Inc. | 4.03% | Add +5.8% | 47,667,442 | $1.5B |
| Forum Financial Management, LP | 21.78% | Reduce -5.4% | 37,330,267 | $1.2B |
| Buckingham Strategic Wealth, LLC | 12.45% | Reduce -1.2% | 37,304,289 | $1.2B |
| LPL Financial LLC | 0.28% | Add +1.4% | 17,656,203 | $569.2M |
| Focus Partners Advisor Solutions, LLC | 11.15% | Add +4.3% | 13,176,702 | $424.8M |
| Plancorp, LLC | 15.03% | Reduce -2.0% | 10,754,108 | $346.7M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -6.7% | 9,908,185 | $319.4M |
| Savant Capital, LLC | 3.15% | Add +82.7% | 9,757,567 | $314.6M |
| Rockwood Wealth Management, LLC | 36.06% | Add +2.8% | 9,185,348 | $296.1M |
| SJS Investment Consulting Inc. | 56.60% | Add +0.3% | 9,063,653 | $292.2M |
| Apella Capital, LLC | 12.24% | Add +18.4% | 8,416,329 | $273.8M |
| Private Ocean, LLC | 21.44% | Add +7.9% | 7,537,403 | $243.0M |
| Greenspring Advisors, LLC | 57.38% | Add +2.4% | 7,393,521 | $238.4M |
| Geometric Wealth Advisors | 47.36% | Add +6.7% | 7,152,209 | $230.6M |
| Monograph Wealth Advisors, LLC | 30.61% | Add +1.6% | 6,497,779 | $209.5M |
| HighTower Advisors, LLC | 0.32% | Reduce -1.1% | 6,426,846 | $207.2M |
| Heritage Financial Services, LLC | 28.42% | Add +3.5% | 6,144,820 | $198.1M |
| Corient Private Wealth LP | 0.30% | Add +1.0% | 5,424,234 | $174.9M |
| Modera Wealth Management, LLC | 2.49% | Reduce -1.2% | 5,236,081 | $168.8M |
| Capstone Financial Advisors, Inc. | 11.10% | Reduce -1.8% | 5,213,476 | $168.1M |
| Hill Investment Group Partners, LLC | 22.51% | Add +1.5% | 5,030,433 | $167.2M |
| Pure Financial Advisors, LLC | 4.30% | Reduce -2.5% | 4,802,091 | $154.8M |
| Jackson Thornton Wealth Management, LLC | 23.19% | Add +5.6% | 4,699,180 | $151.5M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Add +2.7% | 4,644,645 | $149.7M |
| Baird Financial Group, Inc. | 0.30% | Add +0.1% | 4,523,643 | $145.8M |
| TFO Wealth Partners, LLC | 26.97% | Reduce -0.9% | 4,277,484 | $137.9M |
| Austin Asset Management Co Inc | 28.92% | Reduce -0.3% | 4,216,294 | $135.9M |
| Cardiff Park Advisors, LLC | 12.98% | Add +0.8% | 4,175,578 | $134.6M |
| McGlone Suttner Wealth Management, Inc. | 27.63% | Add +31.9% | 4,600,262 | $134.5M |
| Cerity Partners LLC | 0.36% | Reduce -0.5% | 4,146,105 | $133.7M |
| Evanson Asset Management, LLC | 9.40% | Reduce -0.1% | 3,959,762 | $127.7M |
| Asset Dedication, LLC | 8.33% | Add +8.4% | 3,726,687 | $120.1M |
| Bank of America Corp. | 0.01% | Add +20.6% | 3,720,408 | $119.9M |
| Triune Financial Partners, LLC | 40.11% | Add +0.8% | 3,631,616 | $117.1M |
| Syverson Strege & Co | 37.99% | Reduce -0.1% | 3,457,272 | $111.5M |
| Onyx Financial Advisors, LLC | 64.40% | Add +1.4% | 3,334,700 | $107.5M |
| Allworth Financial LP | 0.69% | Add +0.7% | 3,258,069 | $107.2M |
| UBS Group AG | 0.03% | Reduce -3.1% | 3,320,233 | $107.0M |
| Mariner, LLC | 0.20% | Add +1.4% | 3,279,005 | $105.7M |
| Assetmark, Inc. | 0.32% | Reduce -1.4% | 3,213,241 | $103.6M |
| Millburn Ridgefield LLC | 2.73% | Add +5.1% | 3,179,964 | $102.5M |
| Catalyst Capital Advisors LLC | 2.37% | Add +5.1% | 3,179,964 | $102.5M |
| Vestmark Advisory Solutions, Inc. | 4.27% | Add +6.5% | 3,173,856 | $102.3M |
| Burton Enright Welch | 23.58% | Add +2.6% | 3,173,237 | $102.3M |
| Altiora Financial Group, LLC | 23.94% | Add +0.1% | 3,092,732 | $99.7M |
| NewEdge Advisors, LLC | 0.72% | Reduce -1.4% | 3,068,549 | $98.9M |
| Integrated Wealth Concepts LLC | 1.35% | Add +27.4% | 3,059,455 | $98.6M |
| Core Wealth Management, Inc. | 39.67% | Add +2.3% | 3,032,546 | $97.8M |
| JFS Wealth Advisors, LLC | 7.64% | Add +2.7% | 3,002,982 | $96.8M |
| Meridian Wealth Partners, LLC | 16.65% | Reduce -2.2% | 2,925,657 | $94.3M |
| Conrad Siegel Investment Advisors, Inc. | 27.39% | Add +9.8% | 2,923,692 | $94.3M |
| BetterWealth, LLC | 29.69% | Reduce -0.1% | 2,889,416 | $93.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.09% | Add +10.3% | 2,832,183 | $91.3M |
| DecisionPoint Financial, LLC | 30.53% | Add +16.1% | 2,731,921 | $91.1M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +3.9% | 2,823,088 | $91.0M |
| GeoWealth Management, LLC | 3.94% | Reduce -1.4% | 2,811,815 | $90.7M |
| Forvis Mazars Wealth Advisors, LLC | 2.26% | Reduce -1.7% | 2,804,121 | $90.4M |
| New Capital Management LP | 27.65% | Add +0.3% | 2,795,126 | $90.1M |
| OneDigital Investment Advisors LLC | 1.11% | Add +14.1% | 2,750,325 | $88.7M |
| Warwick Investment Management, Inc. | 20.37% | Add +6.3% | 2,698,140 | $87.0M |
| Financial Engines Advisors L.L.C. | 0.19% | Add +40.9% | 2,609,893 | $84.1M |
| Osaic Holdings, Inc. | 0.20% | Add +70.0% | 2,590,713 | $83.5M |
| Awm Capital, LLC | 12.58% | Add +2.9% | 2,567,719 | $82.8M |
| Porter White Investment Advisors, Inc. | 43.41% | Reduce -0.9% | 2,512,001 | $81.0M |
| Stratos Investment Management, LLC | 6.69% | Add +69.6% | 2,503,788 | $80.7M |
| RAM Investment Partners, LLC | 22.85% | Add +6.8% | 2,442,290 | $78.7M |
| Safeguard Investment Advisory Group, LLC | 24.36% | Add +7.4% | 2,431,341 | $78.4M |
| LRI Investments, LLC | 8.87% | Add +2.3% | 2,417,500 | $77.9M |
| Waypoint Wealth Partners Inc. | 22.16% | Reduce -1.3% | 2,353,021 | $75.9M |
| Eaton-Cambridge Inc. | 37.96% | Add +1.6% | 2,301,378 | $74.2M |
| Creative Planning | 0.08% | Add +16.9% | 2,295,146 | $74.0M |
| Heritage Investment Group, Inc. | 10.07% | Add +1.2% | 2,276,874 | $73.4M |
| Grand Wealth Management, LLC | 42.64% | Reduce -14.8% | 2,227,721 | $71.8M |
| Ruedi Wealth Management, Inc. | 28.19% | Reduce -2.7% | 2,220,798 | $71.6M |
| Zhang Financial LLC | 5.00% | Add +13.5% | 2,217,429 | $71.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.52% | Reduce -2.5% | 2,197,236 | $70.8M |
| ShankerValleau Wealth Advisors, Inc. | 30.11% | Reduce -1.1% | 2,181,940 | $70.3M |
| Cetera Investment Advisers | 0.16% | Add +18.3% | 2,180,619 | $70.3M |
| WorthPointe, LLC | 31.79% | Reduce -2.4% | 2,162,602 | $69.7M |
| Merriman Wealth Management, LLC | 3.04% | Reduce -1.1% | 2,156,854 | $69.5M |
| Park Avenue Securities LLC | 0.84% | Add +5.3% | 2,142,632 | $69.1M |
| Betterment LLC | 0.18% | Add +14.5% | 2,102,513 | $67.8M |
| Monument Group Wealth Advisors, LLC | 45.47% | Add +23.9% | 2,096,977 | $67.6M |
| Planning Center, Inc. | 8.80% | Add +0.6% | 2,088,373 | $67.3M |
| Kestra Advisory Services, LLC | 0.37% | Add +9.8% | 2,023,622 | $65.2M |
| Sax Wealth Advisors, LLC | 6.13% | Add +6.2% | 1,995,225 | $64.3M |
| ARK & TLK Investments, LLC | 23.51% | New | 1,949,751 | $62.9M |
| Andrews, Lucia Wealth Management LLC | 42.75% | No change | 1,914,576 | $61.2M |
| Comerica Bank | 0.25% | Reduce -6.3% | 1,891,607 | $61.0M |
| SC&H Financial Advisors, Inc. | 14.92% | Add +9.7% | 1,888,886 | $60.9M |
| Keb Asset Management, LLC | 20.32% | Add +2.0% | 1,875,790 | $60.5M |
| Tillman Hartley LLC | 20.22% | Reduce -1.6% | 1,834,979 | $59.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -1.4% | 1,827,854 | $58.9M |
| Baker Boyer National Bank | 20.58% | Add +0.6% | 1,826,666 | $58.9M |
| BCU Wealth Advisors, LLC | 42.85% | Add +15.6% | 1,800,356 | $58.0M |
| TCI Wealth Advisors, Inc. | 5.44% | Add +7.6% | 1,787,140 | $57.6M |
| True Wealth Design, LLC | 14.11% | Add +0.2% | 1,770,990 | $57.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.32% | Add +1.3% | 1,766,993 | $57.0M |
| Adero Partners, LLC | 4.01% | Reduce -1.9% | 1,704,724 | $55.0M |
| Shearwater Capital LLC | 39.97% | Reduce -0.5% | 1,687,559 | $54.4M |
| Brighton Jones LLC | 1.79% | Add +7.3% | 1,685,000 | $54.3M |
| Sensible Money, LLC | 26.18% | Add +13.2% | 1,665,263 | $53.7M |
| Vance Wealth, LLC | 21.90% | Reduce -2.5% | 1,654,357 | $53.3M |
| Earned Wealth Advisors, LLC | 19.80% | Reduce -0.5% | 1,616,849 | $52.1M |
| Perigon Wealth Management, LLC | 1.49% | Add +5.0% | 1,595,620 | $51.4M |
| Claris Advisors, LLC / Mo / | 26.49% | Reduce -2.0% | 1,594,486 | $51.4M |
| Private Advisor Group, LLC | 0.34% | Add +10.3% | 1,560,345 | $50.3M |
| Capstone Capital LLC | 44.46% | Add +2.2% | 1,542,902 | $49.7M |
| Chico Wealth RIA | 45.28% | Add +3.7% | 1,532,970 | $49.4M |
| Ballentine Capital Advisors, Inc | 26.02% | Add +3.2% | 1,518,288 | $48.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 1,491,703 | $48.1M |
| Grunden Financial Advisory, Inc. | 23.93% | Add +1.2% | 1,421,485 | $45.8M |
| Aspen Wealth Management LLC | 15.75% | Add +8.5% | 1,413,331 | $45.6M |
| Efficient Advisors, LLC | 2.93% | Reduce -1.5% | 1,401,548 | $45.2M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -4.9% | 1,376,381 | $44.4M |
| PBMares Wealth Management LLC | 10.80% | Add +4.8% | 1,365,321 | $44.0M |
| Client 1ST Advisory Group, LLC | 18.00% | Add +1.6% | 1,296,470 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 1,294,433 | $41.7M |
| Summit Wealth Group, LLC | 12.38% | Reduce -2.2% | 1,280,125 | $41.3M |
| Austin Wealth Management, LLC | 9.67% | Reduce -1.3% | 1,251,888 | $41.2M |
| Lauterbach Financial Advisors, LLC | 26.92% | Reduce -1.8% | 1,277,296 | $40.9M |
| Creative Capital Management Investments LLC | 19.73% | Add +6.8% | 1,259,593 | $40.6M |
| MML Investors Services, LLC | 0.16% | Add +0.1% | 1,239,407 | $40.0M |
| Glassman Wealth Services | 7.33% | Add +9.7% | 1,233,567 | $39.8M |
| RS Crum Inc. | 10.41% | Reduce -16.1% | 1,232,429 | $39.7M |
| Rather & Kittrell, Inc. | 10.76% | Reduce -0.6% | 1,212,781 | $39.1M |
| Bayshore Asset Management, LLC | 19.46% | Reduce -0.2% | 1,200,143 | $38.7M |
| Vannoy Advisory Group, Inc. | 29.67% | Reduce -1.4% | 1,187,573 | $38.3M |
| One Degree Advisors Inc | 18.45% | Add +2.2% | 1,186,460 | $38.3M |
| Northwest Wealth Management, LLC | 9.87% | Reduce -1.5% | 1,182,659 | $38.1M |
| Applied Capital LLC | 21.65% | Add +1.4% | 1,170,758 | $37.7M |
| Cherrydale Wealth Management, LLC | 16.43% | Add +5.4% | 1,162,508 | $37.5M |
| Sowell Financial Services LLC | 1.79% | Add +2.5% | 1,161,394 | $37.4M |
| Straight Path Wealth Management | 19.03% | Add +12.1% | 1,149,052 | $37.0M |
| Morton Capital Management LLC | 8.72% | Add +7.2% | 1,138,774 | $36.7M |
| Trust Co of the South | 8.67% | Reduce -0.8% | 1,135,628 | $36.6M |
| Midwest Heritage Bank, FSB | 18.11% | Add +2.5% | 1,111,322 | $35.8M |
| Great Valley Advisor Group, Inc. | 0.99% | Add +2.8% | 1,102,237 | $35.5M |
| Red Lighthouse Investment Management, LLC | 14.82% | Reduce -0.0% | 1,097,284 | $35.4M |
| Diversify Wealth Management, LLC | 4.36% | — | 1,130,242 | $35.1M |
| Wealthstream Advisors, Inc. | 12.50% | Add +5.3% | 1,059,316 | $34.2M |
| North Ridge Wealth Advisors, Inc. | 25.70% | Add +2.2% | 1,049,436 | $33.8M |
| Simplicity Wealth,LLC | 0.76% | Add +5661.3% | 1,042,340 | $33.6M |
| Dynamic Advisor Solutions LLC | 1.04% | Add +47.0% | 1,024,258 | $33.0M |
| Financial Symmetry Inc | 25.66% | Add +7.4% | 1,023,441 | $33.0M |
| Equitable Holdings, Inc. | 0.34% | Add +5.3% | 1,010,610 | $32.6M |
| Dopkins Wealth Management, LLC | 19.55% | Reduce -3.0% | 997,373 | $32.2M |
| EP Wealth Advisors, LLC | 0.34% | Add +0.3% | 994,264 | $32.1M |
| Chicago Partners Investment Group LLC | 1.24% | Reduce -16.2% | 972,400 | $32.0M |
| Cypress Point Wealth Management, LLC | 15.14% | Add +3.1% | 991,735 | $32.0M |
| Mattern Wealth Management LLC | 7.66% | Add +113.7% | 988,351 | $31.9M |
| Trellis Wealth Advisors LLC | 17.09% | Add +3.6% | 965,666 | $31.1M |
| Passive Capital Management, LLC. | 11.43% | Add +20.9% | 954,883 | $30.8M |
| Rockbridge Investment Management, LCC | 4.25% | Add +9.1% | 930,243 | $30.0M |
| DiNuzzo Private Wealth, Inc. | 4.01% | Reduce -2.1% | 921,273 | $29.7M |
| IFG Advisory, LLC | 1.91% | Add +3.4% | 921,018 | $29.7M |
| Mather Group, Llc. | 0.36% | Reduce -1.4% | 920,664 | $29.4M |
| Abel Hall, LLC | 20.69% | Add +10.3% | 907,411 | $29.3M |
| WMS Partners, LLC | 1.87% | Reduce -0.6% | 904,966 | $29.2M |
| Private Wealth Management Group, LLC | 12.61% | Add +0.9% | 902,922 | $29.1M |
| Liberty Wealth Management LLC | 5.31% | Add +87.0% | 1,691,387 | $28.9M |
| Truist Financial Corp. | 0.04% | Add +11.1% | 893,171 | $28.8M |
| Squire Investment Management Company, LLC | 16.25% | Add +4.9% | 888,614 | $28.6M |
| Peirce Capital Management, LLC | 15.07% | Add +6.3% | 883,125 | $28.5M |
| Watchman Group, Inc. | 9.06% | Add +1.4% | 879,979 | $28.4M |
| WNY Asset Management, LLC | 3.73% | Add +609.3% | 873,351 | $28.2M |
| Aerodigm Wealth, LLC | 12.70% | Add +85.9% | 855,696 | $27.6M |
| Phillips Financial Management, LLC | 2.26% | Reduce -4.3% | 851,655 | $27.5M |
| Walden Wealth Partners LLC | 15.12% | Reduce -0.3% | 840,299 | $27.1M |
| UMB Bank, n.a. | 0.43% | No change | 821,558 | $26.5M |
| Beacon Financial Strategies CORP | 19.00% | Reduce -0.0% | 818,677 | $26.4M |
| Captrust Financial Advisors | 0.08% | Reduce -0.5% | 796,783 | $25.7M |
| Robertson Stephens Wealth Management, LLC | 1.33% | Reduce -8.4% | 790,816 | $25.5M |
| Lutz Financial Services LLC | 2.15% | Add +2.1% | 767,118 | $24.7M |
| Quarry Hill Advisors, LLC | 16.42% | Add +7.7% | 761,232 | $24.5M |
| Root Financial Partners, LLC | 5.63% | Add +3.2% | 746,498 | $24.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.73% | Reduce -5.1% | 746,483 | $24.1M |
| HTG Investment Advisors, Inc. | 12.06% | Add +1.1% | 694,147 | $22.4M |
| Discipline Wealth Solutions, LLC | 17.54% | Add +13.2% | 689,192 | $22.2M |
| FMB Wealth Management | 16.81% | Add +6.9% | 685,833 | $22.1M |
| Kraft Asset Management, LLC | 18.51% | Reduce -3.3% | 682,871 | $22.0M |
| Versant Capital Management, Inc | 5.54% | Reduce -1.9% | 679,623 | $21.9M |
| Wealthcare Advisory Partners LLC | 0.67% | Add +10.1% | 669,774 | $21.6M |
| Trajan Wealth LLC | 1.37% | Reduce -3.1% | 662,933 | $21.4M |
| Schulz Wealth, LTD. | 18.07% | Reduce -5.3% | 661,684 | $21.3M |
| Cardinal Point Capital Management ULC | 3.68% | Add +38.4% | 656,512 | $21.2M |
| RCS Financial Planning, LLC | 12.46% | Add +25.0% | 655,673 | $21.1M |
| Cahill Financial Advisors Inc. | 2.88% | Add +2.8% | 652,133 | $21.0M |
| Focus Partners Wealth | 0.07% | Add +8.7% | 649,845 | $21.0M |
| Raffa Wealth Management, LLC | 5.94% | Add +4.4% | 648,873 | $20.9M |
| Mills Wealth Advisors LLC | 14.63% | Add +5.2% | 634,742 | $20.5M |
| N.E.W. Advisory Services LLC | 2.14% | Reduce -1.6% | 614,298 | $19.8M |
| Strategic Investment Solutions, Inc. | 6.39% | — | 594,053 | $19.8M |
| Signature Resources Capital Management, LLC | 16.43% | Add +13.6% | 612,894 | $19.8M |
| Financial Alternatives, Inc | 14.83% | Add +2.5% | 612,308 | $19.7M |
| Legacy Financial Group, Inc. | 7.39% | Reduce -0.9% | 605,488 | $19.5M |
| American Capital Advisory, LLC | 13.93% | Add +9.5% | 667,212 | $19.5M |
| CFS Investment Advisory Services, LLC | 1.56% | Reduce -0.0% | 596,554 | $19.2M |
| Avantax Planning Partners, Inc. | 0.60% | Reduce -0.2% | 581,233 | $18.7M |
| Cwm, LLC | 0.09% | Add +103.2% | 566,372 | $18.3M |
| Rehmann Capital Advisory Group | 1.30% | Add +0.7% | 562,336 | $18.1M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +10.4% | 559,269 | $18.0M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +10.4% | 559,269 | $18.0M |
| Investment Advisory Group, LLC | 6.91% | Add +0.2% | 554,730 | $17.9M |
| Cambridge Financial Group, LLC | 8.15% | Add +2.1% | 553,032 | $17.8M |
| Fiduciary Financial Group, LLC | 4.29% | — | 524,427 | $17.8M |
| Pinnacle Financial Group, LLC / IL | 7.25% | Add +2.9% | 526,114 | $17.0M |
| LifeGuide Financial Advisors, LLC | 7.82% | Add +0.0% | 499,437 | $16.1M |
| CVA Family Office, LLC | 2.89% | Reduce -4.6% | 498,549 | $16.1M |
| Cahill Wealth Management, LLC | 9.39% | Add +9.4% | 488,274 | $15.7M |
| Firethorn Wealth Partners, LLC | 8.89% | Add +1.5% | 487,993 | $15.7M |
| Hassell Wealth Management, LLC | 7.01% | Reduce -1.2% | 475,052 | $15.6M |
| Keudell/Morrison Wealth Management | 4.57% | Add +5.0% | 484,750 | $15.6M |
| Cresset Asset Management, LLC | 0.07% | Reduce -1.3% | 479,788 | $15.5M |
| Hemington Wealth Management | 5.17% | Reduce -5.2% | 475,482 | $15.3M |
| EverSource Wealth Advisors, LLC | 1.01% | Add +1.5% | 456,958 | $15.2M |
| Parker Financial LLC | 7.48% | Add +49.8% | 427,229 | $13.7M |
| Geneos Wealth Management Inc. | 0.61% | Add +292.3% | 425,018 | $13.7M |
| Merit Financial Group, LLC | 0.30% | Reduce -0.5% | 422,784 | $13.6M |
| Symmetry Partners, LLC | 0.69% | Add +186.1% | 416,849 | $13.4M |
| Morgan Stanley | 0.00% | Reduce -41.7% | 415,589 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 406,809 | $13.1M |
| Cravens & Co Advisors, LLC | 9.60% | Add +11.6% | 401,213 | $12.9M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -34.3% | 396,920 | $12.8M |
| RFG Advisory, LLC | 0.41% | Add +1.4% | 391,594 | $12.6M |
| KOM Wealth Management Group, LLC | 11.65% | Add +12.4% | 386,820 | $12.5M |
| Corus Family Wealth Advisors | 10.53% | No change | 386,952 | $12.4M |
| Regions Financial Corp. | 0.09% | Reduce -2.4% | 377,677 | $12.2M |
| Integrated Advisors Network LLC | 0.62% | Reduce -0.4% | 375,101 | $12.1M |
| Retirement Solution LLC | 3.22% | Add +9.2% | 371,696 | $12.0M |
| Great Waters Wealth Management | 1.79% | Reduce -0.9% | 364,487 | $11.8M |
| KG Capital Management | 3.97% | New | 355,575 | $11.5M |
| Cherry Tree Wealth Management, LLC | 2.84% | Reduce -0.6% | 350,736 | $11.3M |
| Avion Wealth | 3.10% | Reduce -3.7% | 348,803 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -5.3% | 346,663 | $11.2M |
| Hutchens & Kramer Investment Management Group, LLC | 6.16% | Add +4.0% | 346,701 | $11.2M |
| MilWealth Group LLC | 3.48% | Reduce -1.9% | 342,336 | $11.0M |
| Winthrop Advisory Group LLC | 1.50% | Reduce -2.4% | 341,806 | $11.0M |
| Silver Oak Advisory Group, Inc. | 6.07% | Add +4.2% | 339,053 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +0.8% | 334,266 | $10.8M |
| Advisory Services & Investments, LLC | 7.46% | Reduce -2.0% | 332,842 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.3% | 331,458 | $10.7M |
| Five Oceans Advisors | 5.57% | Reduce -2.6% | 329,507 | $10.6M |
| Melfa Wealth Management, Inc. | 7.42% | Reduce -0.4% | 329,075 | $10.6M |
| Knightsbridge Asset Management, LLC | 2.64% | Add +5.5% | 325,774 | $10.5M |
| Visionary Wealth Advisors | 0.69% | Reduce -1.3% | 325,166 | $10.5M |
| SageView Advisory Group, LLC | 0.64% | Reduce -5.5% | 318,206 | $10.3M |
| Oceanside Advisors LLC | 7.93% | Add +1.6% | 304,204 | $9.8M |
| Cedar Wealth Management, LLC | 3.16% | No change | 302,298 | $9.7M |
| Great Lakes Retirement, Inc. | 1.33% | Reduce -6.1% | 301,172 | $9.7M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +0.1% | 300,491 | $9.7M |
| AdvisorNet Financial, Inc | 0.87% | Add +5.4% | 296,647 | $9.6M |
| Rf&l Wealth Management, LLC | 7.17% | Reduce -0.3% | 292,146 | $9.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.4% | 289,102 | $9.3M |
| Websterrogers Financial Advisors, LLC | 3.31% | Reduce -0.7% | 287,914 | $9.3M |
| McLean Asset Management Corp | 2.99% | Add +4.7% | 281,639 | $9.3M |
| Aspiriant, LLC | 0.37% | Add +0.2% | 282,494 | $9.1M |
| Sterling Wealth Management, Inc. | 4.31% | Add +0.1% | 281,566 | $9.1M |
| Financial Insights, Inc. | 2.50% | Reduce -11.1% | 278,941 | $9.0M |
| Waterfront Wealth Inc. | 2.44% | Reduce -4.2% | 278,540 | $9.0M |
| Red Wave Investments LLC | 3.28% | Reduce -0.1% | 275,402 | $8.9M |
| tru Independence LLC | 2.66% | Add +8.8% | 273,353 | $8.8M |
| Two West Capital Advisors LLC | 8.27% | — | 268,838 | $8.7M |
| Raymond James & Associates | 0.01% | Reduce -14.8% | 268,194 | $8.6M |
| Rappaport Reiches Capital Management, LLC | 2.54% | Reduce -0.2% | 267,340 | $8.6M |
| Cary Street Partners Investment Advisory LLC | 0.34% | Reduce -19.0% | 259,869 | $8.4M |
| Criterion Capital Advisors, LLC | 5.26% | Add +27.8% | 259,367 | $8.4M |
| Fort Point Capital Partners LLC | 1.07% | No change | 257,338 | $8.3M |
| Wealthspire Advisors, LLC | 0.10% | Add +9.0% | 247,247 | $8.0M |
| CGN Advisors LLC | 0.91% | Add +0.6% | 242,263 | $7.8M |
| Gemmer Asset Management LLC | 0.83% | Add +74.0% | 239,450 | $7.7M |
| Sutton Place Investors LLC | 5.10% | Reduce -0.9% | 237,912 | $7.7M |
| Investmark Advisory Group LLC | 4.07% | Reduce -1.4% | 236,936 | $7.6M |
| Arista Wealth Management, LLC | 2.00% | Add +61.2% | 235,634 | $7.6M |
| Vestia Personal Wealth Advisors | 7.88% | — | 229,460 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.2% | 223,864 | $7.2M |
| Tortoise Investment Management, LLC | 0.82% | Add +8.6% | 222,024 | $7.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 10.22% | Add +43.5% | 220,835 | $7.1M |
| Morris Financial Concepts, Inc. | 3.24% | Reduce -0.1% | 209,773 | $6.8M |
| Aveo Capital Partners, LLC | 0.77% | Reduce -0.3% | 209,523 | $6.8M |
| Global Retirement Partners, LLC | 0.21% | Add +1.0% | 203,675 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.31% | Reduce -5.3% | 203,601 | $6.6M |
| Bridgewater Advisors Inc. | 0.81% | Reduce -2.5% | 200,645 | $6.5M |
| Smartleaf Asset Management LLC | 1.06% | Add +5.8% | 199,777 | $6.4M |
| Physician Wealth Advisors, Inc. | 1.18% | Reduce -0.8% | 189,243 | $6.4M |
| PFG Advisors | 0.42% | Add +0.3% | 193,128 | $6.2M |
| McCarthy Asset Management, Inc. | 3.66% | Reduce -2.3% | 192,447 | $6.2M |
| Nicholas Hoffman & Company, LLC. | 0.28% | Add +0.0% | 183,244 | $5.9M |
| Heritage Wealth Management, Inc. | 5.48% | Reduce -2.4% | 176,213 | $5.7M |
| Raymond James Trust N.A. | 0.13% | Add +10.6% | 175,976 | $5.7M |
| Vista Capital Partners, Inc. | 0.70% | Reduce -3.0% | 174,250 | $5.6M |
| Abacus Wealth Partners, LLC | 0.91% | Reduce -0.8% | 170,076 | $5.5M |
| Fiducient Advisors LLC | 0.75% | Add +0.3% | 169,574 | $5.5M |
| Valued Wealth Advisors LLC | 3.71% | Add +1.0% | 167,590 | $5.4M |
| IFG Advisors, LLC | 1.25% | Add +38.6% | 163,896 | $5.3M |
| BlueSky Wealth Advisors, LLC | 0.89% | Reduce -0.0% | 163,217 | $5.3M |
| Hutchinson Capital Management | 1.06% | Reduce -32.4% | 160,230 | $5.2M |
| Financial Counselors Inc. | 0.08% | Reduce -5.0% | 159,300 | $5.1M |
| Ariadne Wealth Management, LP | 4.02% | — | 159,126 | $5.1M |
| Running Point Capital Advisors, LLC | 2.11% | No change | 158,102 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +19.1% | 156,912 | $5.1M |
| MAI Capital Management | 0.05% | Reduce -5.2% | 155,662 | $5.0M |
| Apollon Wealth Management, LLC | 0.15% | Add +5.3% | 154,387 | $5.0M |
| FMR LLC | 0.00% | Add +22.2% | 152,876 | $4.9M |
| Cassady Schiller Wealth Management, LLC | 1.97% | Reduce -0.5% | 150,495 | $4.9M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +14.6% | 149,656 | $4.8M |
| Integrity Wealth Solutions LLC | 3.11% | Add +125.0% | 148,269 | $4.8M |
| Citizens & Northern Corp. | 1.49% | Reduce -1.3% | 147,979 | $4.8M |
| Townsquare Capital LLC | 0.07% | Add +2.6% | 147,961 | $4.8M |
| Willow Creek Wealth Management Inc. | 0.54% | Reduce -0.5% | 147,099 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +6.1% | 144,040 | $4.6M |
| Meridian Wealth Management, LLC | 0.55% | New | 141,873 | $4.6M |
| Samalin Investment Counsel, LLC | 2.14% | Reduce -0.5% | 141,822 | $4.6M |
| Financial Council, LLC | 2.55% | Add +0.7% | 141,622 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.1% | 141,348 | $4.6M |
| Western Wealth Management, LLC | 0.33% | Reduce -1.8% | 137,383 | $4.4M |
| Krilogy Financial LLC | 0.32% | Add +16.0% | 133,132 | $4.3M |
| Private Trust Co. NA | 0.46% | Add +10.6% | 133,094 | $4.3M |
| Copperleaf Capital, LLC | 3.38% | Reduce -0.7% | 130,992 | $4.2M |
| Black Point Wealth Management | 4.34% | — | 129,952 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.7% | 127,049 | $4.1M |
| Alpha Financial Advisors, LLC | 1.97% | Reduce -4.6% | 126,936 | $4.1M |
| Caerus Investment Advisors, LLC | 3.98% | No change | 126,261 | $4.1M |
| Callan Capital, LLC | 0.33% | No change | 125,763 | $4.1M |
| AQR Capital Management | 0.01% | Add +62.6% | 125,395 | $4.0M |
| Mutual Advisors, LLC | 0.12% | Add +2.5% | 118,148 | $3.9M |
| Nicolet Advisory Services, LLC | 0.37% | Reduce -7.0% | 118,435 | $3.9M |
| Wealth Architects, LLC | 0.47% | Reduce -3.4% | 118,946 | $3.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.05% | Reduce -50.4% | 118,244 | $3.8M |
| Arbor Wealth Advisors LLC | 3.73% | No change | 117,251 | $3.8M |
| Venture Visionary Partners LLC | 0.17% | Add +1.3% | 115,830 | $3.7M |
| Index Fund Advisors, Inc. | 0.20% | Add +5.2% | 111,452 | $3.6M |
| WPWealth LLP | 0.85% | Add +0.3% | 109,302 | $3.5M |
| Mission Wealth Management, LP | 0.09% | Reduce -39.0% | 108,092 | $3.5M |
| GEM Asset Management, LLC | 2.14% | Add +6.8% | 106,654 | $3.4M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 106,139 | $3.4M |
| Stone Summit Wealth LLC | 1.22% | Add +8.3% | 105,136 | $3.4M |
| Buttonwood Financial Advisors Inc. | 1.58% | No change | 104,110 | $3.4M |
| C M Bidwell & Associates Ltd. | 2.24% | Add +6.4% | 103,818 | $3.3M |
| LifePro Asset Management | 2.37% | Reduce -0.8% | 102,705 | $3.3M |
| 1900 Wealth Management LLC | 0.31% | Reduce -54.9% | 102,689 | $3.3M |
| Stratos Wealth Advisors, LLC | 0.16% | New | 101,662 | $3.3M |
| Aprio Wealth Management, LLC | 0.58% | Add +2.5% | 98,586 | $3.2M |
| Hoylecohen, LLC | 0.24% | Reduce -7.6% | 98,530 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +52.3% | 98,405 | $3.2M |
| Caprock Group, LLC | 0.13% | Add +321.7% | 98,070 | $3.2M |
| Advisors Capital Management, LLC | 0.05% | Add +90.0% | 96,945 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.86% | Add +1.1% | 96,879 | $3.1M |
| Aptus Capital Advisors, LLC | 0.06% | Add +1.7% | 96,443 | $3.1M |
| Waypoint Capital Advisors, LLC | 0.78% | Add +0.1% | 96,275 | $3.1M |
| Tranquilli Financial Advisor LLC | 2.08% | Add +1.2% | 96,261 | $3.1M |
| Prosperity Planning, Inc. | 1.06% | Reduce -22.1% | 95,557 | $3.1M |
| Retirement Planning Group, LLC | 0.19% | Reduce -3.6% | 93,450 | $3.0M |
| Wealthspan Partners, LLC | 1.64% | Add +3.9% | 92,342 | $3.0M |
| AE Wealth Management LLC | 0.03% | Reduce -6.3% | 92,299 | $3.0M |
| Freestone Capital Holdings, LLC | 0.11% | No change | 91,975 | $3.0M |
| Level Four Advisory Services, LLC | 0.13% | Reduce -2.2% | 91,960 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | New | 91,671 | $3.0M |
| Total Clarity Wealth Management, Inc. | 1.02% | Add +0.4% | 91,596 | $3.0M |
| Yarger Wealth Strategies, LLC | 1.76% | Reduce -3.4% | 90,520 | $2.9M |
| LJI Wealth Management, LLC | 0.64% | Add +0.6% | 90,284 | $2.9M |
| Financial Advocates Investment Management | 0.18% | Reduce -4.4% | 88,802 | $2.9M |
| Lakeridge Wealth Management LLC | 1.70% | Add +10.8% | 87,676 | $2.8M |
| WestHill Financial Advisors, Inc. | 0.68% | Reduce -0.7% | 87,118 | $2.8M |
| 25 LLC | 1.33% | Reduce -10.2% | 86,928 | $2.8M |
| Parkside Advisors LLC | 0.70% | No change | 85,409 | $2.8M |
| Concord Wealth Partners | 0.48% | Add +0.1% | 85,033 | $2.7M |
| Great Oak Capital Partners, LLC | 1.00% | Reduce -17.1% | 83,262 | $2.7M |
| Choreo, LLC | 0.04% | Add +6.8% | 82,393 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.8% | 81,602 | $2.6M |
| Atwater Malick LLC | 0.90% | Add +0.3% | 81,353 | $2.6M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -0.1% | 76,929 | $2.6M |
| Kure Advisory, LLC | 2.07% | Add +4.8% | 78,110 | $2.5M |
| WealthCollab, LLC | 1.80% | No change | 77,732 | $2.5M |
| Intelligent Financial Strategies | 1.53% | Add +0.0% | 77,123 | $2.5M |
| Clarity Capital Advisors, LLC | 1.89% | Add +0.1% | 76,052 | $2.5M |
| Montis Financial, LLC | 1.12% | Reduce -6.2% | 75,988 | $2.4M |
| WCG Wealth Advisors LLC | 0.18% | Add +45.6% | 75,614 | $2.4M |
| Orion Capital Management LLC | 1.28% | Add +0.2% | 75,557 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.6% | 74,987 | $2.4M |
| Two Sigma Investments, LP | 0.01% | New | 74,700 | $2.4M |
| HFG Wealth Management, LLC | 1.53% | Reduce -16.7% | 74,377 | $2.4M |
| Signet Financial Management, LLC | 0.32% | Add +3.6% | 72,994 | $2.4M |
| Baker Avenue Asset Management, LP | 0.08% | No change | 72,633 | $2.3M |
| Liberty Capital Management, Inc. | 0.55% | No change | 72,322 | $2.3M |
| Marietta Wealth Management, LLC | 0.36% | No change | 72,158 | $2.3M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 70,814 | $2.3M |
| KM Capital Management Ltd. | 1.18% | Add +0.3% | 70,812 | $2.3M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -50.9% | 70,610 | $2.3M |
| MB Generational Wealth, LLC | 1.76% | Add +30.8% | 70,380 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.84% | No change | 68,560 | $2.2M |
| Physician Wealth Solutions Inc. | 1.57% | Add +38.8% | 68,076 | $2.2M |
| Farther Finance Advisors, LLC | 0.11% | Add +57.9% | 67,522 | $2.2M |
| American Financial Advisors, LLC | 0.30% | No change | 66,201 | $2.1M |
| Seaside Wealth Management, Inc. | 0.88% | Add +0.2% | 65,789 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -30.6% | 65,258 | $2.1M |
| Edge Financial Advisors LLC | 2.16% | Add +78.4% | 64,727 | $2.1M |
| Keener Financial Planning LLC | 1.32% | No change | 62,582 | $2.0M |
| RB Capital Management, LLC | 0.53% | Add +1.0% | 61,710 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.18% | No change | 60,946 | $2.0M |
| Marcum Wealth, LLC | 0.20% | Reduce -3.3% | 60,720 | $2.0M |
| Family Wealth Partners, LLC | 1.01% | No change | 60,596 | $2.0M |
| Pioneer Wealth Management Group | 1.03% | Add +5.5% | 60,057 | $1.9M |
| SpiderRock Advisors, LLC | 0.05% | Add +3.8% | 59,513 | $1.9M |
| Grey Fox Wealth Advisors, LLC | 0.67% | Add +0.3% | 59,288 | $1.9M |
| Olistico Wealth, LLC | 1.21% | No change | 58,892 | $1.9M |
| Aviance Capital Partners, LLC | 0.27% | Reduce -8.5% | 58,735 | $1.9M |
| Cadent Capital Advisors, LLC | 0.75% | Add +0.2% | 57,473 | $1.9M |
| Fiduciary Family Office, LLC | 0.73% | No change | 57,351 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +9995.7% | 56,940 | $1.8M |
| Virtue Capital Management, LLC | 0.31% | Reduce -1.9% | 54,615 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.61% | Reduce -2.0% | 56,047 | $1.8M |
| Sanctuary Wealth Management, L.L.C. | 1.35% | Reduce 0.0% | 55,211 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.3% | 54,777 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -2.5% | 54,636 | $1.8M |
| Wedmont Private Capital | 0.11% | No change | 52,457 | $1.7M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -1.6% | 53,691 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +70.9% | 53,400 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Add +2.8% | 53,006 | $1.7M |
| Larson Financial Group LLC | 0.12% | Add +0.2% | 52,484 | $1.7M |
| Quad-Cities Investment Group, LLC | 0.92% | Add +2.2% | 51,547 | $1.7M |
| MJP Associates Inc. | 0.35% | Reduce -3.2% | 51,470 | $1.7M |
| Advisor OS, LLC | 0.18% | Reduce -3.2% | 51,470 | $1.7M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -15.1% | 50,831 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.17% | No change | 50,006 | $1.6M |
| Blue Chip Partners, LLC | 0.15% | Add +0.3% | 49,462 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.3% | 49,337 | $1.6M |
| Strategic Financial Concepts, LLC | 0.92% | Add +216.9% | 166,475 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.39% | Add +2.0% | 48,508 | $1.6M |
| Main Street Financial Solutions, LLC | 0.14% | Add +343.9% | 47,450 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.1% | 47,448 | $1.5M |
| Parkside Financial Bank & Trust | 0.24% | Add +25.3% | 47,418 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +2.5% | 47,302 | $1.5M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -29.1% | 45,987 | $1.5M |
| MGB Wealth Management, LLC | 0.54% | No change | 43,915 | $1.4M |
| Girard Partners LTD. | 0.14% | Reduce -9.6% | 44,631 | $1.4M |
| Coston, McIsaac & Partners | 0.45% | Add +0.1% | 44,280 | $1.4M |
| Essential Planning, LLC. | 0.63% | Add +21.2% | 44,237 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +0.7% | 43,872 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.55% | New | 42,815 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -1.0% | 43,214 | $1.4M |
| Global Trust Asset Management, LLC | 0.55% | Reduce -1.0% | 42,516 | $1.4M |
| Shotwell Rutter Baer Inc | 1.20% | Reduce -0.0% | 41,773 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +0.1% | 42,102 | $1.4M |
| Mendota Financial Group, LLC | 0.72% | Reduce -0.1% | 41,836 | $1.3M |
| Fortis Advisors, LLC | 0.95% | Add +0.3% | 41,811 | $1.3M |
| Northeast Financial Group, Inc. | 0.58% | Reduce -11.1% | 41,787 | $1.3M |
| Lifeworks Advisors, LLC | 0.37% | Reduce -5.7% | 41,713 | $1.3M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 41,323 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.37% | Reduce -0.1% | 40,669 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.1% | 40,526 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.4% | 40,164 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -4.0% | 38,040 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.3M |
| Annapolis Financial Services, LLC | 0.41% | Reduce -2.4% | 38,776 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Add +499.4% | 38,593 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 38,556 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.4% | 38,533 | $1.2M |
| First Merchants Corp. | 0.05% | No change | 38,487 | $1.2M |
| Millennium Management | 0.00% | Add +13.6% | 38,453 | $1.2M |
| City State Bank | 0.50% | Add +11.4% | 38,287 | $1.2M |
| HUB Investment Partners, LLC | 0.06% | Add +0.1% | 37,854 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +12.7% | 37,711 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Add +0.3% | 37,578 | $1.2M |
| Brewster Financial Planning LLC | 1.01% | Reduce -2.0% | 37,270 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -20.1% | 37,295 | $1.2M |
| Cooper Financial Group | 0.17% | No change | 36,362 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +101.2% | 36,289 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +10.1% | 36,102 | $1.2M |
| Shakespeare Wealth Management, LLC | 0.33% | Add +12.9% | 35,944 | $1.2M |
| FMFE Wealth Management, LLC | 1.08% | Add +0.5% | 35,902 | $1.2M |
| Disciplined Equity Management, Inc. | 0.76% | Add +0.7% | 35,820 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | New | 35,550 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | No change | 35,283 | $1.1M |
| Almanack Investment Partners, LLC. | 0.19% | Reduce -6.7% | 35,269 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.0% | 35,227 | $1.1M |
| Clark Asset Management, LLC | 0.31% | No change | 35,099 | $1.1M |
| Lam Group, Inc. | 0.92% | No change | 33,875 | $1.1M |
| US Bancorp \de | 0.00% | Add +9.5% | 33,229 | $1.1M |
| Commerce Bank | 0.01% | No change | 33,203 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.3% | 32,978 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.79% | No change | 32,471 | $1.0M |
| Heritage Wealth Advisors | 0.05% | No change | 32,405 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.19% | No change | 32,348 | $1.0M |
| Rise Advisors, LLC | 0.55% | Add +0.3% | 32,299 | $1.0M |
| Collective Family Office LLC | 0.31% | No change | 32,293 | $1.0M |
| Tranquility Partners, LLC | 0.39% | Reduce -0.1% | 31,836 | $1.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.14% | Add +0.3% | 31,543 | $1.0M |
| Aspire Private Capital, LLC | 0.26% | Add +6.4% | 31,528 | $1.0M |
| Founders Financial Securities LLC | 0.10% | Reduce -0.5% | 31,435 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +0.0% | 31,019 | $1.0M |
| TruNorth Capital Management, LLC | 0.32% | No change | 30,954 | $998K |
| High Probability Advisors, LLC | 0.18% | Reduce -1.5% | 30,810 | $993K |
| Capital Advisors Inc. | 0.02% | Add +110.3% | 30,716 | $990K |
| JB Capital LLC | 0.06% | Add +0.2% | 30,707 | $990K |
| Facet Wealth, Inc. | 0.03% | New | 29,950 | $986K |
| FSM Wealth Advisors, LLC | 0.33% | Add +0.0% | 30,289 | $977K |
| Prio Wealth Limited Partnership | 0.03% | No change | 30,274 | $976K |
| ERn Financial, LLC | 0.16% | Reduce -0.2% | 30,111 | $971K |
| Advisory Services Network, LLC | 0.02% | Add +71.4% | 30,004 | $967K |
| Mosaic Family Wealth Partners, LLC | 0.15% | Reduce -0.1% | 29,785 | $960K |
| Lane & Associates LLC | 0.56% | Reduce -0.7% | 29,653 | $956K |
| Magnolia Capital Advisors LLC | 0.53% | New | 29,177 | $941K |
| Aspire Wealth Management Corp | 0.53% | Add +0.7% | 28,926 | $933K |
| Renasant Bank | 0.64% | No change | 28,800 | $929K |
| WASHINGTON TRUST Co | 0.03% | Add +149.1% | 28,438 | $917K |
| Obermeyer Wealth Partners | 0.05% | New | 28,415 | $916K |
| IFP Advisors, Inc | 0.04% | Reduce -3.2% | 28,387 | $915K |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -0.9% | 28,138 | $907K |
| Edge Capital Group, LLC | 0.04% | No change | 28,110 | $906K |
| NorthRock Partners, LLC | 0.03% | No change | 27,866 | $898K |
| Quantum Financial Advisors, LLC | 0.16% | No change | 27,786 | $896K |
| American Investment Services, Inc. | 0.15% | Add +28.5% | 27,066 | $873K |
| Elevate Wealth Advisory, Inc. | 0.71% | Add +0.9% | 26,953 | $869K |
| Monterey Private Wealth, Inc. | 0.32% | Add +0.1% | 26,941 | $869K |
| Oakworth Capital, Inc. | 0.06% | No change | 26,845 | $865K |
| Institute for Wealth Management, LLC. | 0.12% | No change | 26,757 | $863K |
| Sage Mountain Advisors LLC | 0.08% | No change | 26,708 | $861K |
| DGS Capital Management, LLC | 0.24% | No change | 26,450 | $853K |
| Janney Montgomery Scott LLC | 0.00% | Add +120.2% | 26,102 | $842K |
| Affinity Capital Advisors, LLC | 0.17% | No change | 25,646 | $827K |
| Fielder Capital Group LLC | 0.32% | Reduce -12.9% | 25,483 | $822K |
| CarsonAllaria Wealth Management, Ltd. | 0.50% | Add +0.1% | 25,263 | $814K |
| CRA Financial Services, LLC | 0.16% | No change | 25,195 | $812K |
| Richard P Slaughter Associates Inc | 0.19% | No change | 25,188 | $812K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.1% | 24,979 | $805K |
| St Germain D J Co. Inc. | 0.04% | Reduce -10.0% | 24,913 | $803K |
| Kovack Advisors, Inc. | 0.09% | New | 24,912 | $803K |
| Acorn Creek Capital LLC | 0.48% | Reduce -2.2% | 24,872 | $802K |
| Colton Groome Financial Advisors, LLC | 0.32% | No change | 24,838 | $801K |
| QRG Capital Management, Inc. | 0.01% | Add +52.4% | 24,406 | $787K |
| VanderPol Investments L.L.C. | 2.39% | Reduce -79.4% | 24,371 | $786K |
| Bank of New York Mellon Corp | 0.00% | New | 24,332 | $784K |
| Mraz, Amerine & Associates, Inc. | 0.16% | Reduce -14.9% | 24,184 | $780K |
| S. R. Schill & Associates | 0.33% | Add +0.3% | 23,563 | $760K |
| Security Financial Services, INC. | 0.16% | Reduce -6.9% | 23,448 | $756K |
| Silver Oak Securities, Incorporated | 0.11% | Add +35.9% | 23,355 | $753K |
| TFC Financial Management, Inc. | 0.13% | Add +0.3% | 22,993 | $741K |
| Murphy Pohlad Asset Management LLC | 0.31% | No change | 22,504 | $726K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 22,372 | $721K |
| Emprise Bank | 0.44% | No change | 22,316 | $719K |
| Boyce & Associates Wealth Consulting, Inc. | 0.84% | Add +2.8% | 22,136 | $714K |
| Busey Bank | 0.02% | No change | 21,917 | $707K |
| Revisor Wealth Management LLC | 0.49% | Reduce -16.2% | 21,721 | $700K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $694K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 21,311 | $687K |
| Better Money Decisions, LLC | 0.52% | Reduce -1.5% | 21,239 | $685K |
| Strategic Blueprint, LLC | 0.05% | Add +1.7% | 21,162 | $682K |
| Fortress Wealth Management, Inc. | 0.35% | Add +0.1% | 21,064 | $679K |
| Yoder Wealth Management, Inc. | 0.44% | Reduce -3.8% | 21,007 | $677K |
| Single Point Partners, LLC | 1.16% | No change | 20,969 | $676K |
| Partners in Financial Planning | 0.15% | Reduce -2.4% | 20,947 | $675K |
| Quantinno Capital Management LP | 0.01% | Add +83.3% | 20,702 | $667K |
| Gradient Capital Advisors, LLC | 0.24% | Reduce -0.6% | 20,634 | $665K |
| KPP Advisory Services LLC | 0.18% | Reduce -1.0% | 20,509 | $661K |
| Beacon Financial Advisory LLC | 0.25% | Add +22.9% | 20,407 | $658K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +181.6% | 20,401 | $658K |
| Sard Wealth Management Group, LLC | 0.46% | Reduce -13.8% | 20,243 | $653K |
| Apeiron RIA LLC | 0.20% | No change | 20,010 | $645K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.27% | Add +75.7% | 19,770 | $637K |
| Francis Financial, Inc. | 0.19% | New | 19,727 | $636K |
| Clark Capital Management Group, Inc. | 0.00% | Add +5.7% | 19,663 | $634K |
| Renaissance Technologies | 0.00% | New | 19,600 | $632K |
| Elser Financial Planning, Inc | 0.10% | — | 19,372 | $625K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.5% | 19,141 | $617K |
| Gibbs Wealth Management | 0.25% | Add +175.0% | 19,104 | $616K |
| Keel Point, LLC | 0.06% | Reduce -2.7% | 18,984 | $614K |
| TFB Advisors LLC | 0.20% | Reduce -17.9% | 18,984 | $612K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 18,945 | $611K |
| Lion Street Advisors, LLC | 0.22% | Reduce -23.4% | 18,837 | $607K |
| World Investment Advisors | 0.04% | Reduce -48.8% | 18,816 | $607K |
| Sage Rhino Capital LLC | 0.14% | Reduce -0.1% | 18,602 | $600K |
| Colonial Trust Co / SC | 0.11% | No change | 18,578 | $599K |
| Ti-Trust, Inc. | 0.46% | No change | 18,395 | $593K |
| Natixis Advisors, LLC | 0.00% | Add +28.2% | 18,408 | $593K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 18,303 | $590K |
| Confluence Wealth Services, Inc. | 0.05% | Add +16.2% | 18,246 | $588K |
| FSA Advisors, Inc. | 0.61% | No change | 18,347 | $587K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $585K |
| M Holdings Securities, Inc. | 0.08% | No change | 17,941 | $579K |
| Prospera Financial Services Inc | 0.02% | Add +39.3% | 17,899 | $577K |
| BBR Partners, LLC | 0.05% | Add +0.2% | 17,864 | $576K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +0.3% | 16,929 | $573K |
| Argent Trust Co | 0.02% | Add +47.1% | 17,432 | $562K |
| National Wealth Management Group, LLC | 0.42% | Reduce -7.1% | 17,063 | $550K |
| HB Wealth Management, LLC | 0.01% | Reduce -9.4% | 16,948 | $546K |
| Pettinga Financial Advisors LLC | 0.14% | No change | 16,939 | $546K |
| Rebalance, LLC | 0.04% | No change | 16,818 | $542K |
| Alkeme Wealth, LLC | 0.26% | Add +0.1% | 16,703 | $539K |
| Evolution Advisers, Inc. | 0.31% | No change | 16,680 | $537K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -14.7% | 16,654 | $537K |
| WBH Advisory Inc. | 0.05% | No change | 16,478 | $531K |
| Savvy Advisors, Inc. | 0.17% | Add +30.9% | 16,437 | $530K |
| Balboa Wealth Partners | 0.14% | No change | 16,388 | $528K |
| Signaturefd, LLC | 0.01% | No change | 16,215 | $523K |
| Destination Wealth Management | 0.02% | No change | 16,194 | $522K |
| Foundations Investment Advisors, LLC | 0.01% | Add +15.7% | 16,096 | $519K |
| Moors & Cabot, Inc. | 0.03% | No change | 15,881 | $512K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $509K |
| Threadgill Financial, LLC | 0.24% | No change | 15,705 | $506K |
| Magnus Financial Group LLC | 0.06% | Add +0.3% | 15,683 | $506K |
| Harbor Group, Inc. | 0.13% | Reduce -7.9% | 15,522 | $500K |
| Qube Research & Technologies Ltd | 0.00% | Add +82.9% | 15,493 | $499K |
| Certuity, LLC | 0.04% | Add +0.1% | 15,383 | $496K |
| Johnson Financial Group, LLC | 0.06% | Reduce -3.9% | 15,305 | $493K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.3% | 15,273 | $492K |
| Providence Capital Advisors, LLC | 0.11% | No change | 15,202 | $490K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,162 | $489K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -9.5% | 15,140 | $488K |
| Fiduciary Alliance LLC | 0.08% | No change | 14,726 | $477K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $469K |
| Morling Financial Advisors, LLC | 0.20% | No change | 14,492 | $467K |
| Bessemer Group Inc. | 0.00% | No change | 14,502 | $467K |
| Rockingstone Advisors LLC | 0.24% | No change | 14,471 | $467K |
| Lockerman Financial Group, Inc. | 0.84% | No change | 14,358 | $463K |
| Boston Financial Mangement LLC | 0.01% | New | 14,342 | $462K |
| Highland Financial Advisors, LLC | 0.17% | No change | 14,254 | $460K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.8% | 14,225 | $459K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.2% | 14,116 | $455K |
| Barry Investment Advisors, LLC | 0.15% | Add +3.2% | 14,097 | $454K |
| Regis Acquisition Inc. | 0.27% | Add +0.3% | 13,975 | $451K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 13,782 | $444K |
| Sigma Planning Corp | 0.01% | Reduce -38.6% | 13,641 | $440K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $434K |
| First Foundation Advisors | 0.02% | Reduce -40.1% | 13,456 | $434K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.2% | 13,454 | $434K |
| Ascent Group, LLC | 0.04% | Reduce -23.3% | 13,394 | $432K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 13,326 | $430K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +1.3% | 13,126 | $423K |
| Kingfisher Capital LLC | 0.10% | New | 13,134 | $423K |
| CPA Asset Management Group, LLC | 0.23% | Reduce -24.7% | 13,064 | $421K |
| Modern Wealth Management, LLC | 0.03% | New | 12,805 | $413K |
| Keystone Wealth Services, LLC | 0.13% | No change | 12,697 | $409K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +0.3% | 12,552 | $405K |
| EnRich Financial Partners LLC | 0.15% | Reduce -17.6% | 12,482 | $402K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,418 | $400K |
| Blume Capital Management, Inc. | 0.10% | Reduce -0.8% | 12,397 | $400K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.7% | 12,296 | $396K |
| Robinswood Financial LLC | 0.16% | Add +0.0% | 12,173 | $392K |
| Vista Finance, LLC | 0.59% | No change | 11,992 | $387K |
| SYM FINANCIAL Corp | 0.06% | No change | 11,927 | $385K |
| Intrua Financial, LLC | 0.06% | No change | 11,926 | $384K |
| Cutler Investment Counsel LLC | 0.05% | No change | 11,925 | $384K |
| Retirement Income Solutions, Inc. | 0.09% | Reduce -21.5% | 11,902 | $384K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -22.7% | 11,887 | $383K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -7.1% | 11,586 | $374K |
| BOS Asset Management, LLC | 0.17% | Add +2.8% | 11,522 | $371K |
| Wintrust Investments LLC | 0.03% | New | 11,521 | $371K |
| Visionary Horizons, LLC | 0.27% | No change | 11,495 | $371K |
| Hanover Advisors Inc. | 0.16% | Reduce -10.5% | 11,422 | $368K |
| First American Trust, FSB | 0.04% | No change | 11,351 | $366K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +35.3% | 11,268 | $363K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +16.1% | 11,078 | $357K |
| WealthShield Partners, LLC | 0.05% | Add +0.1% | 11,075 | $357K |
| Monument Capital Management | 0.10% | No change | 11,012 | $355K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.0% | 10,890 | $351K |
| Apollon Financial, LLC | 0.11% | No change | 10,879 | $351K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $347K |
| Smith Anglin Financial, LLC | 0.04% | No change | 10,751 | $347K |
| WR Wealth Planners, LLC | 0.11% | Reduce -4.2% | 10,734 | $346K |
| Regal Investment Advisors LLC | 0.02% | No change | 10,600 | $342K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +0.9% | 10,524 | $339K |
| Eagle Ridge Investment Management | 0.03% | No change | 10,511 | $339K |
| G2 Capital Management, LLC / Oh | 0.11% | Reduce -4.7% | 10,484 | $338K |
| Fairman Group, LLC | 0.34% | Add +0.3% | 10,476 | $338K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,468 | $337K |
| Ironwood Financial, llc | 0.07% | No change | 10,350 | $334K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -1.2% | 10,349 | $334K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $331K |
| Vestor Capital, LLC | 0.03% | New | 10,250 | $330K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $328K |
| Marotta Asset Management | 0.07% | No change | 10,179 | $328K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.5% | 10,166 | $328K |
| PGIM Custom Harvest LLC | 0.01% | No change | 9,989 | $322K |
| Steele Capital Management, Inc. | 0.02% | Add +0.2% | 9,886 | $319K |
| Full Sail Capital, LLC | 0.02% | No change | 9,798 | $316K |
| Significant Wealth Partners LLC | 0.18% | No change | 9,762 | $315K |
| Bordeaux Wealth Advisors LLC | 0.06% | No change | 9,750 | $314K |
| Iams Wealth Management, LLC | 0.17% | No change | 9,646 | $311K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $311K |
| Wallace Advisory Group, LLC | 0.22% | Add +0.5% | 9,525 | $307K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $305K |
| Horizon Wealth Management, LLC | 0.07% | Reduce -27.2% | 9,406 | $303K |
| McBroom & Associates, LLC | 0.19% | No change | 9,403 | $303K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,343 | $301K |
| Matisse Capital | 0.15% | Add +0.3% | 9,327 | $301K |
| Spire Wealth Management | 0.01% | No change | 9,315 | $300K |
| Horizon Financial Services, LLC | 0.19% | No change | 9,292 | $300K |
| Mokosak Advisory Group, LLC | 0.10% | Add +0.3% | 9,290 | $300K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,282 | $299K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +0.1% | 9,271 | $299K |
| Angeles Wealth Management, LLC | 0.03% | No change | 9,130 | $294K |
| Foster Group, Inc. | 0.01% | Reduce -45.1% | 9,048 | $292K |
| Grandfield & Dodd, LLC | 0.02% | No change | 9,043 | $292K |
| Ellsworth Advisors, LLC | 0.08% | Add +0.3% | 8,894 | $287K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +43.9% | 8,764 | $283K |
| FRG Family Wealth Advisors LLC | 0.05% | Add +0.3% | 8,991 | $282K |
| Mach-1 Financial Group, LLC | 0.20% | Reduce -3.3% | 8,692 | $280K |
| Tenon Financial LLC | 0.22% | No change | 8,666 | $279K |
| Holistic Financial Partners | 0.14% | Add +0.2% | 8,652 | $279K |
| Von Berge Wealth Management Group, LLC | 0.18% | Add +7.8% | 8,657 | $279K |
| McAdam, LLC | 0.02% | No change | 8,437 | $272K |
| Drive Wealth Management, LLC | 0.07% | New | 8,410 | $271K |
| Chapin Davis, Inc. | 0.09% | No change | 8,407 | $271K |
| Cascade Wealth Advisors, Inc | 0.20% | New | 8,270 | $270K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 8,365 | $270K |
| Sanctuary Advisors, LLC | 0.00% | — | 8,689 | $268K |
| Synergy Asset Management, LLC | 0.04% | No change | 8,210 | $265K |
| First National Advisers, LLC | 0.05% | No change | 8,158 | $263K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -4.5% | 8,075 | $260K |
| Jackson Hole Capital Partners, LLC | 0.06% | Reduce -49.9% | 8,012 | $258K |
| Dechtman Wealth Management, LLC | 0.06% | New | 8,009 | $258K |
| Evensky & Katz LLC | 0.02% | Reduce -7.7% | 7,904 | $255K |
| Tudor Investment Corporation | 0.00% | New | 7,862 | $253K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $253K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $253K |
| Hills Bank & Trust Co | 0.02% | Reduce -3.8% | 7,836 | $253K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | New | 7,803 | $252K |
| New Potomac Partners, LLC | 0.14% | No change | 7,780 | $251K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $250K |
| Financial Management Network Inc. | 0.06% | New | 7,700 | $250K |
| CoreFirst Bank & Trust | 0.17% | Reduce -3.4% | 7,734 | $249K |
| Leading Edge Financial Planning LLC | 0.10% | Add +0.0% | 7,633 | $246K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +6.7% | 7,619 | $246K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $243K |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 7,447 | $240K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 7,391 | $238K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $238K |
| Silver Lake Advisory, LLC | 0.06% | Add +0.3% | 7,296 | $235K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.2% | 7,280 | $235K |
| Camarda Financial Advisors, LLC | 0.09% | No change | 7,267 | $234K |
| Accel Wealth Management | 0.09% | Reduce -53.4% | 7,254 | $234K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $233K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $231K |
| Williams & Novak, LLC | 0.21% | New | 7,160 | $231K |
| Essex Financial Services, Inc. | 0.02% | New | 7,220 | $230K |
| Retirement Capital Strategies | 0.09% | No change | 7,114 | $229K |
| MBM Wealth Consultants, LLC | 0.08% | No change | 6,940 | $226K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $224K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | No change | 6,959 | $224K |
| Compound Planning, Inc. | 0.02% | New | 6,940 | $224K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 6,873 | $222K |
| Stephens Inc. | 0.00% | No change | 6,872 | $222K |
| Lindbrook Capital, LLC | 0.02% | No change | 6,850 | $221K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 6,847 | $221K |
| Embree Financial Group | 0.04% | No change | 6,837 | $220K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,810 | $220K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | Add +0.3% | 6,768 | $218K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $215K |
| Bridges Investment Management Inc. | 0.00% | Add +2.3% | 6,650 | $214K |
| Jentner Corp | 0.07% | No change | 6,642 | $214K |
| Optivise Advisory Services LLC | 0.11% | — | 6,585 | $212K |
| Well Done, LLC | 0.04% | No change | 6,570 | $212K |
| Transform Wealth, LLC | 0.02% | New | 6,567 | $212K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 6,544 | $211K |
| Elk River Wealth Management LLC | 0.04% | Reduce -6.3% | 6,541 | $211K |
| Roble, Belko & Company, Inc | 0.04% | No change | 6,477 | $209K |
| Innealta Capital, LLC | 0.07% | New | 6,452 | $208K |
| Rothschild Investment LLC | 0.01% | New | 6,374 | $205K |
| John W. Brooker & Co., CPAs | 0.10% | No change | 6,301 | $203K |
| New Millennium Group LLC | 0.13% | New | 6,252 | $202K |
| Bridge Advisory, LLC | 0.10% | New | 6,238 | $201K |
| WMG Financial Advisors, LLC | 0.11% | New | 6,234 | $201K |
| Sprinkle Financial Consultants LLC | 0.16% | New | 6,213 | $200K |
| Coppell Advisory Solutions LLC | 0.03% | — | 5,768 | $186K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $180K |
| Operose Advisors LLC | 0.06% | No change | 5,557 | $179K |
| Sandy Spring Bank | 0.01% | Add +0.3% | 5,518 | $178K |
| Centaurus Financial, Inc. | 0.01% | Reduce -10.2% | 5,455 | $176K |
| Ridgewood Investments LLC | 0.08% | New | 5,213 | $168K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | New | 4,990 | $161K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -36.3% | 4,980 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -72.8% | 4,908 | $160K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 36,214 | $148K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $145K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $141K |
| Continuum Advisory, LLC | 0.02% | No change | 4,301 | $139K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $130K |
| Avondale Wealth Management | 0.09% | No change | 4,000 | $129K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $125K |
| Lynx Investment Advisory | 0.09% | — | 3,849 | $124K |
| Bokf, NA | 0.00% | No change | 3,728 | $120K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -4.2% | 3,670 | $118K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,648 | $118K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,634 | $117K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Add +62.2% | 3,491 | $113K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 3,452 | $111K |
| Gradient Investments LLC | 0.00% | New | 3,308 | $107K |
| Investors Research Corp | 0.02% | New | 3,135 | $101K |
| Jones Financial Companies LLLP | 0.00% | New | 3,044 | $98K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 2,654 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $85K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -9.7% | 2,541 | $82K |
| Global Wealth Strategies & Associates | 0.03% | No change | 2,378 | $77K |
| Howe & Rusling Inc. | 0.01% | No change | 2,114 | $68K |
| Tucker Asset Management LLC | 0.01% | Add +0.3% | 1,966 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.3% | 1,876 | $60K |
| National Bank of Canada | 0.00% | New | 1,726 | $56K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $56K |
| Abich Financial Wealth Management LLC | 0.04% | New | 1,673 | $54K |
| Avior Wealth Management, LLC | 0.00% | Add +708.3% | 1,261 | $41K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 1,124 | $36K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $34K |
| Bare Financial Services, Inc | 0.02% | No change | 1,007 | $34K |
| Studio Investment Management LLC | 0.01% | Reduce -76.4% | 846 | $27K |
| S.A. Mason LLC | 0.02% | No change | 830 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 726 | $23K |
| Janiczek Wealth Management, LLC | 0.00% | New | 700 | $23K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 682 | $22K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $20K |
| Principal Securities, Inc. | 0.00% | Add +26.9% | 457 | $15K |
| Headlands Technologies LLC | 0.00% | New | 426 | $14K |
| Belpointe Asset Management LLC | 0.00% | New | 398 | $13K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 364 | $12K |
| Archer Investment Corp | 0.00% | Reduce -21.2% | 308 | $10K |
| Quent Capital, LLC | 0.00% | Add +585.4% | 281 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 247 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Abound Wealth Management | 0.00% | No change | 176 | $6K |
| Global Financial Private Client, LLC | 0.00% | New | 105 | $3K |
| Hershey Financial Advisers, LLC | 0.00% | — | 93 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 23 | $742 |
"% 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.