Dimensional US Core Equity 2DFACETF
13F holders, Q3 2024 (September 30)859holders +32
54new positions
24sold out
1famous investor
$34.24avg. 13F price*
At the end of Q3 2024, 859 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 32 from Q2 2024. 54 opened new positions and 24 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), Mercer Global Advisors Inc. ($1.7B) and Focus Partners Wealth ($1.3B). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $54.0M |
| Exits | 24 | $16.3M |
All 13F filers, Q2 2024 → Q3 2024: 74,483,970 shares bought and 11,880,121 shares sold, net +62,603,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 859 holders
| Envestnet Asset Management Inc. | 0.63% | Add +5.9% | 56,589,521 | $1.9B |
| Mercer Global Advisors Inc. | 3.99% | Add +5.1% | 50,097,401 | $1.7B |
| Focus Partners Wealth | 4.24% | Add +5857.8% | 38,716,303 | $1.3B |
| Forum Financial Management, LP | 21.45% | Add +0.7% | 37,580,449 | $1.3B |
| LPL Financial LLC | 0.27% | Add +0.5% | 17,745,074 | $608.5M |
| Focus Partners Advisor Solutions, LLC | 9.46% | Reduce -0.5% | 13,106,777 | $449.4M |
| Plancorp, LLC | 14.85% | Reduce -1.3% | 10,614,571 | $364.0M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -1.4% | 9,768,593 | $335.0M |
| Savant Capital, LLC | 2.75% | Reduce -1.1% | 9,650,538 | $330.9M |
| Rockwood Wealth Management, LLC | 35.26% | Add +1.7% | 9,345,272 | $320.4M |
| SJS Investment Consulting Inc. | 54.60% | Reduce -0.4% | 9,024,258 | $309.4M |
| Apella Capital, LLC | 12.30% | Add +4.6% | 8,806,748 | $299.3M |
| Wealthspire Advisors, LLC | 2.76% | Add +3095.6% | 7,901,035 | $270.9M |
| Geometric Wealth Advisors | 46.47% | Add +2.5% | 7,327,678 | $251.3M |
| Greenspring Advisors, LLC | 54.76% | Reduce -1.0% | 7,316,385 | $250.9M |
| Monograph Wealth Advisors, LLC | 29.90% | Add +3.1% | 6,700,568 | $229.8M |
| HighTower Advisors, LLC | 0.32% | Reduce -1.0% | 6,361,475 | $218.1M |
| Heritage Financial Services, LLC | 28.12% | Add +0.4% | 6,168,476 | $211.5M |
| Capstone Financial Advisors, Inc. | 11.70% | Add +6.4% | 5,547,011 | $190.2M |
| Corient Private Wealth LP | 0.29% | Reduce -1.1% | 5,366,542 | $184.0M |
| Modera Wealth Management, LLC | 2.26% | Reduce -1.1% | 5,176,446 | $177.5M |
| Jackson Thornton Wealth Management, LLC | 22.11% | Add +3.8% | 4,877,118 | $167.2M |
| Hill Investment Group Partners, LLC | 22.59% | Add +0.3% | 5,042,979 | $162.4M |
| Baird Financial Group, Inc. | 0.31% | Add +2.2% | 4,623,941 | $158.6M |
| Pure Financial Advisors, LLC | 3.80% | Reduce -3.8% | 4,619,158 | $158.4M |
| NewEdge Advisors, LLC | 1.02% | Add +49.2% | 4,577,800 | $157.0M |
| Wealthstream Advisors, Inc. | 28.15% | Add +326.4% | 4,517,361 | $154.9M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -3.2% | 4,495,574 | $154.2M |
| TFO Wealth Partners, LLC | 27.14% | Reduce -1.4% | 4,219,798 | $144.7M |
| Cardiff Park Advisors, LLC | 13.06% | Add +1.0% | 4,216,820 | $144.6M |
| Austin Asset Management Co Inc | 29.27% | Reduce -0.6% | 4,190,766 | $143.7M |
| Cerity Partners LLC | 0.32% | Add +1.1% | 4,190,205 | $143.7M |
| Bank of America Corp. | 0.01% | Add +12.1% | 4,170,606 | $143.0M |
| Evanson Asset Management, LLC | 9.71% | Add +1.3% | 4,011,643 | $137.6M |
| Allworth Financial LP | 0.84% | Add +22.8% | 3,999,359 | $137.1M |
| Asset Dedication, LLC | 9.08% | Add +5.3% | 3,925,073 | $134.6M |
| Triune Financial Partners, LLC | 39.86% | Add +2.0% | 3,703,605 | $127.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.16% | Add +22.9% | 3,482,211 | $119.4M |
| Vestmark Advisory Solutions, Inc. | 4.44% | Add +9.4% | 3,472,524 | $119.1M |
| Syverson Strege & Co | 39.39% | Reduce -0.8% | 3,428,141 | $117.6M |
| Onyx Financial Advisors, LLC | 63.46% | Add +1.1% | 3,371,112 | $115.6M |
| Mariner, LLC | 0.20% | Add +1.7% | 3,334,257 | $114.3M |
| UBS Group AG | 0.03% | Reduce -2.1% | 3,248,998 | $111.4M |
| Burton Enright Welch | 23.43% | Add +0.4% | 3,185,344 | $109.2M |
| Assetmark, Inc. | 0.31% | Reduce -1.7% | 3,158,259 | $108.3M |
| OneDigital Investment Advisors LLC | 1.23% | Add +14.0% | 3,136,038 | $107.5M |
| Stratos Investment Management, LLC | 7.50% | Add +25.1% | 3,130,907 | $107.4M |
| Integrated Wealth Concepts LLC | 1.30% | Add +1.8% | 3,113,333 | $106.8M |
| Altiora Financial Group, LLC | 23.59% | Add +0.6% | 3,111,951 | $106.7M |
| JFS Wealth Advisors, LLC | 7.01% | Add +1.7% | 3,055,187 | $104.8M |
| Conrad Siegel Investment Advisors, Inc. | 27.81% | Add +2.8% | 3,004,233 | $103.0M |
| Millburn Ridgefield LLC | 2.68% | Reduce -6.4% | 2,976,749 | $102.1M |
| Catalyst Capital Advisors LLC | 2.30% | Reduce -6.4% | 2,976,749 | $102.1M |
| New Capital Management LP | 28.63% | Add +5.8% | 2,958,467 | $101.4M |
| BetterWealth, LLC | 29.64% | Add +1.2% | 2,925,380 | $100.3M |
| Meridian Wealth Partners, LLC | 15.44% | Reduce -1.0% | 2,895,577 | $99.3M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +1.8% | 2,874,138 | $98.6M |
| DecisionPoint Financial, LLC | 31.04% | Add +4.7% | 2,859,760 | $98.1M |
| Core Wealth Management, Inc. | 39.67% | No change | 3,032,546 | $97.8M |
| McGlone Suttner Wealth Management, Inc. | 19.74% | Reduce -39.8% | 2,768,235 | $94.9M |
| Awm Capital, LLC | 11.33% | Add +6.6% | 2,737,056 | $93.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.15% | Reduce -2.6% | 2,730,783 | $93.6M |
| Warwick Investment Management, Inc. | 21.82% | Reduce -0.5% | 2,684,398 | $92.0M |
| RAM Investment Partners, LLC | 22.97% | Add +5.3% | 2,572,915 | $88.2M |
| LRI Investments, LLC | 8.55% | Add +2.3% | 2,472,250 | $88.1M |
| Safeguard Investment Advisory Group, LLC | 24.77% | Add +4.2% | 2,533,101 | $86.9M |
| Porter White Investment Advisors, Inc. | 43.18% | Add +0.1% | 2,513,581 | $86.2M |
| Zhang Financial LLC | 5.38% | Add +12.1% | 2,484,739 | $85.2M |
| GeoWealth Management, LLC | 2.97% | Reduce -12.8% | 2,451,782 | $84.1M |
| Waypoint Wealth Partners Inc. | 21.94% | Add +2.4% | 2,409,060 | $82.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -7.2% | 2,403,637 | $82.4M |
| Creative Planning | 0.08% | Add +2.3% | 2,348,174 | $80.5M |
| Eaton-Cambridge Inc. | 37.88% | Add +1.2% | 2,329,182 | $79.9M |
| Heritage Investment Group, Inc. | 14.94% | Add +0.6% | 2,289,498 | $78.5M |
| Park Avenue Securities LLC | 0.88% | Add +6.1% | 2,274,232 | $78.0M |
| Monument Group Wealth Advisors, LLC | 46.60% | Add +7.8% | 2,261,606 | $77.6M |
| Financial Engines Advisors L.L.C. | 0.15% | Reduce -17.2% | 2,162,157 | $74.1M |
| Ruedi Wealth Management, Inc. | 25.36% | Reduce -3.0% | 2,154,170 | $73.9M |
| BCU Wealth Advisors, LLC | 43.79% | Add +19.0% | 2,142,200 | $73.5M |
| ShankerValleau Wealth Advisors, Inc. | 25.00% | Reduce -1.9% | 2,140,594 | $73.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.69% | Reduce -2.6% | 2,140,527 | $73.4M |
| WorthPointe, LLC | 30.78% | Reduce -1.4% | 2,132,937 | $73.1M |
| Grand Wealth Management, LLC | 41.11% | Reduce -4.6% | 2,125,324 | $72.9M |
| Merriman Wealth Management, LLC | 2.95% | Reduce -1.8% | 2,118,571 | $72.6M |
| Betterment LLC | 0.17% | Add +0.6% | 2,114,157 | $72.5M |
| Planning Center, Inc. | 8.74% | Reduce -0.9% | 2,069,934 | $71.0M |
| Rockbridge Investment Management, LCC | 8.92% | Add +115.8% | 2,007,942 | $68.9M |
| SC&H Financial Advisors, Inc. | 14.95% | Add +5.7% | 1,995,584 | $68.4M |
| Sax Wealth Advisors, LLC | 6.05% | Reduce -0.8% | 1,979,747 | $67.9M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +5.7% | 1,931,128 | $66.2M |
| TCI Wealth Advisors, Inc. | 5.58% | Add +8.0% | 1,929,916 | $66.2M |
| ARK & TLK Investments, LLC | 23.47% | Reduce -1.2% | 1,925,725 | $66.0M |
| Keb Asset Management, LLC | 19.74% | Add +1.9% | 1,912,253 | $65.6M |
| Symmetry Partners, LLC | 15.03% | Add +343.8% | 1,850,010 | $63.4M |
| Tillman Hartley LLC | 18.68% | Add +0.1% | 1,836,749 | $63.0M |
| Cetera Investment Advisers | 0.14% | Reduce -16.0% | 1,831,192 | $62.8M |
| Baker Boyer National Bank | 20.88% | Reduce -0.7% | 1,814,746 | $62.2M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -10.3% | 1,814,452 | $62.2M |
| Andrews, Lucia Wealth Management LLC | 43.87% | Add +0.3% | 1,920,145 | $61.9M |
| Comerica Bank | 0.24% | Reduce -5.3% | 1,792,077 | $61.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.08% | Add +0.1% | 1,768,953 | $60.7M |
| Sensible Money, LLC | 25.40% | Add +1.8% | 1,695,128 | $58.1M |
| Shearwater Capital LLC | 40.06% | Add +0.4% | 1,693,836 | $58.1M |
| Adero Partners, LLC | 3.84% | Reduce -0.9% | 1,688,997 | $57.9M |
| Vance Wealth, LLC | 21.67% | Add +0.9% | 1,669,408 | $57.2M |
| Claris Advisors, LLC / Mo / | 24.61% | Add +3.8% | 1,654,843 | $56.7M |
| Perigon Wealth Management, LLC | 1.48% | Add +0.5% | 1,603,354 | $55.0M |
| Earned Wealth Advisors, LLC | 16.69% | Reduce -1.0% | 1,601,068 | $54.9M |
| Private Advisor Group, LLC | 0.34% | Add +2.5% | 1,598,870 | $54.8M |
| von Borstel & Associates, Inc. | 30.82% | — | 1,586,959 | $54.4M |
| Mattern Wealth Management LLC | 11.76% | Add +57.9% | 1,560,596 | $53.5M |
| Capstone Capital LLC | 44.36% | Add +1.0% | 1,558,891 | $53.5M |
| Chico Wealth RIA | 45.47% | Add +1.1% | 1,550,174 | $53.2M |
| Aspen Wealth Management LLC | 15.91% | Add +8.1% | 1,528,264 | $52.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 1,528,034 | $52.4M |
| Brighton Jones LLC | 1.97% | Reduce -9.5% | 1,524,169 | $52.3M |
| Ballentine Capital Advisors, Inc | 26.03% | Reduce -0.3% | 1,513,522 | $51.9M |
| True Wealth Design, LLC | 20.12% | Reduce -15.2% | 1,502,386 | $51.5M |
| MML Investors Services, LLC | 0.18% | Add +17.0% | 1,450,633 | $49.7M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +5.2% | 1,447,288 | $49.6M |
| Grunden Financial Advisory, Inc. | 24.09% | Add +0.7% | 1,430,823 | $49.1M |
| Efficient Advisors, LLC | 3.04% | Add +0.8% | 1,412,981 | $48.5M |
| Creative Capital Management Investments LLC | 20.16% | Add +11.7% | 1,406,527 | $48.2M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 1,340,242 | $46.0M |
| Client 1ST Advisory Group, LLC | 17.94% | Add +1.6% | 1,316,929 | $45.2M |
| Lauterbach Financial Advisors, LLC | 27.10% | Add +1.7% | 1,299,285 | $44.6M |
| Glassman Wealth Services | 7.52% | Add +4.3% | 1,286,798 | $44.1M |
| Northwest Wealth Management, LLC | 10.02% | Add +5.9% | 1,252,338 | $42.9M |
| RS Crum Inc. | 9.95% | Add +0.5% | 1,238,672 | $42.5M |
| One Degree Advisors Inc | 17.83% | Add +4.3% | 1,237,047 | $42.3M |
| Austin Wealth Management, LLC | 9.25% | Reduce -0.8% | 1,242,442 | $42.1M |
| Applied Capital LLC | 21.52% | Add +4.3% | 1,220,625 | $41.9M |
| Straight Path Wealth Management | 17.87% | Add +5.3% | 1,209,837 | $41.5M |
| Morton Capital Management LLC | 8.04% | Add +4.7% | 1,191,678 | $40.9M |
| Rather & Kittrell, Inc. | 9.97% | Reduce -2.1% | 1,187,293 | $40.7M |
| Trust Co of the South | 8.59% | Add +4.2% | 1,183,716 | $40.6M |
| Vannoy Advisory Group, Inc. | 29.51% | Reduce -0.3% | 1,183,392 | $40.6M |
| Bayshore Asset Management, LLC | 17.80% | Reduce -3.6% | 1,157,074 | $39.7M |
| Cherrydale Wealth Management, LLC | 16.21% | Reduce -0.6% | 1,156,088 | $39.6M |
| Sowell Financial Services LLC | 1.82% | Reduce -1.4% | 1,144,870 | $39.3M |
| Midwest Heritage Bank, FSB | 18.06% | Add +1.3% | 1,125,387 | $38.6M |
| Great Valley Advisor Group, Inc. | 0.94% | Add +1.1% | 1,114,258 | $38.2M |
| Red Lighthouse Investment Management, LLC | 14.69% | Reduce -0.1% | 1,095,851 | $37.6M |
| WNY Asset Management, LLC | 4.32% | Add +23.7% | 1,079,989 | $37.0M |
| North Ridge Wealth Advisors, Inc. | 25.03% | Add +2.3% | 1,073,502 | $36.8M |
| Equitable Holdings, Inc. | 0.35% | Add +5.2% | 1,063,040 | $36.5M |
| Dynamic Advisor Solutions LLC | 1.09% | Add +3.7% | 1,062,169 | $36.4M |
| PBMares Wealth Management LLC | 7.58% | Reduce -22.5% | 1,058,009 | $36.3M |
| Financial Symmetry Inc | 25.04% | Add +2.1% | 1,045,199 | $35.8M |
| Cypress Point Wealth Management, LLC | 13.78% | Add +3.1% | 1,022,812 | $35.1M |
| Trellis Wealth Advisors LLC | 17.17% | Add +3.6% | 1,000,470 | $34.3M |
| Passive Capital Management, LLC. | 11.76% | Add +2.9% | 982,300 | $33.7M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -1.8% | 976,787 | $33.5M |
| Chicago Partners Investment Group LLC | 1.18% | Reduce -1.9% | 954,374 | $32.9M |
| DiNuzzo Private Wealth, Inc. | 3.90% | Add +0.0% | 921,505 | $31.6M |
| Watchman Group, Inc. | 8.18% | Add +4.0% | 914,821 | $31.4M |
| Abel Hall, LLC | 20.53% | Add +0.8% | 914,723 | $31.4M |
| Private Wealth Management Group, LLC | 12.37% | Add +1.2% | 913,589 | $31.3M |
| IFG Advisory, LLC | 1.99% | Reduce -0.9% | 912,994 | $31.3M |
| Liberty Wealth Management LLC | 5.31% | Reduce -46.1% | 911,954 | $31.3M |
| Truist Financial Corp. | 0.05% | Add +2.0% | 910,663 | $31.2M |
| Squire Investment Management Company, LLC | 14.75% | Add +1.8% | 904,555 | $31.0M |
| WMS Partners, LLC | 1.72% | Reduce -1.0% | 896,129 | $30.7M |
| Mather Group, Llc. | 0.39% | Reduce -5.0% | 874,620 | $30.0M |
| Dopkins Wealth Management, LLC | 24.18% | Reduce -12.5% | 873,123 | $29.9M |
| Peirce Capital Management, LLC | 14.79% | Reduce -2.7% | 859,344 | $29.5M |
| Phillips Financial Management, LLC | 2.20% | Reduce -3.0% | 825,711 | $28.3M |
| UMB Bank, n.a. | 0.44% | No change | 821,558 | $28.2M |
| Beacon Financial Strategies CORP | 19.11% | Reduce -0.1% | 818,009 | $28.0M |
| Root Financial Partners, LLC | 4.43% | Add +8.1% | 806,952 | $27.7M |
| Captrust Financial Advisors | 0.08% | Add +0.3% | 798,987 | $27.4M |
| Discipline Wealth Solutions, LLC | 14.27% | Add +14.4% | 788,628 | $27.0M |
| Robertson Stephens Wealth Management, LLC | 0.99% | Reduce -1.1% | 782,481 | $26.8M |
| Lutz Financial Services LLC | 2.15% | Add +0.6% | 771,353 | $26.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Reduce -0.1% | 745,674 | $25.6M |
| FMB Wealth Management | 14.26% | Add +7.3% | 735,620 | $25.2M |
| HTG Investment Advisors, Inc. | 11.65% | Add +3.8% | 720,221 | $24.7M |
| Cardinal Point Capital Management ULC | 4.09% | Add +8.9% | 715,013 | $24.5M |
| Schulz Wealth, LTD. | 18.69% | Add +6.5% | 704,834 | $24.2M |
| Raffa Wealth Management, LLC | 5.72% | Add +6.5% | 691,025 | $23.7M |
| Cahill Financial Advisors Inc. | 3.22% | Add +5.1% | 685,588 | $23.5M |
| Versant Capital Management, Inc | 5.35% | Add +0.6% | 683,740 | $23.4M |
| Mills Wealth Advisors LLC | 16.05% | Add +7.1% | 679,942 | $23.3M |
| Kraft Asset Management, LLC | 18.13% | Reduce -1.1% | 675,372 | $23.2M |
| RCS Financial Planning, LLC | 12.84% | Add +2.8% | 674,210 | $23.1M |
| Quarry Hill Advisors, LLC | 15.41% | Reduce -11.8% | 671,043 | $23.0M |
| Wealthcare Advisory Partners LLC | 0.65% | Reduce -0.6% | 665,976 | $22.8M |
| American Capital Advisory, LLC | 12.98% | Reduce -2.2% | 652,779 | $22.4M |
| Trajan Wealth LLC | 1.32% | Reduce -1.7% | 651,543 | $22.3M |
| Parker Financial LLC | 10.83% | Add +47.8% | 631,417 | $21.6M |
| Cwm, LLC | 0.09% | Add +9.4% | 619,483 | $21.2M |
| Cambridge Financial Group, LLC | 8.83% | Add +11.9% | 618,916 | $21.2M |
| N.E.W. Advisory Services LLC | 2.09% | Add +0.8% | 618,905 | $21.2M |
| Financial Alternatives, Inc | 14.72% | Reduce -0.3% | 610,322 | $20.9M |
| Strategic Investment Solutions, Inc. | 6.13% | Add +0.3% | 596,013 | $20.4M |
| Legacy Financial Group, Inc. | 6.92% | Reduce -1.2% | 598,355 | $20.4M |
| Fiduciary Financial Group, LLC | 4.57% | Add +11.0% | 582,067 | $19.9M |
| Avantax Planning Partners, Inc. | 0.71% | Reduce -0.2% | 579,863 | $19.9M |
| CFS Investment Advisory Services, LLC | 1.67% | Reduce -2.9% | 578,988 | $19.9M |
| Rehmann Capital Advisory Group | 1.29% | Add +1.1% | 568,247 | $19.7M |
| CVA Family Office, LLC | 3.15% | Add +13.4% | 565,441 | $19.4M |
| Investment Advisory Group, LLC | 6.65% | Add +0.8% | 559,259 | $19.2M |
| Geneos Wealth Management Inc. | 0.73% | Add +31.2% | 557,699 | $19.1M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -1.6% | 550,310 | $18.9M |
| Orion Portfolio Solutions, LLC | 0.19% | Reduce -1.6% | 550,310 | $18.9M |
| Hutchens & Kramer Investment Management Group, LLC | 10.45% | Add +59.7% | 553,835 | $18.8M |
| LifeGuide Financial Advisors, LLC | 7.91% | Add +8.3% | 541,117 | $18.6M |
| Summit Wealth Group, LLC | 5.29% | Reduce -58.2% | 535,078 | $18.3M |
| Simplicity Wealth,LLC | 1.67% | Reduce -49.5% | 526,246 | $18.0M |
| Cahill Wealth Management, LLC | 9.08% | Add +5.1% | 513,335 | $17.6M |
| Diversify Wealth Management, LLC | 1.69% | Reduce -55.0% | 508,872 | $17.6M |
| Pinnacle Financial Group, LLC / IL | 6.87% | Reduce -2.9% | 511,146 | $17.5M |
| Cresset Asset Management, LLC | 0.06% | Reduce -0.1% | 479,298 | $16.4M |
| Firethorn Wealth Partners, LLC | 8.17% | Reduce -3.8% | 469,510 | $16.1M |
| Signature Resources Capital Management, LLC | 14.66% | Reduce -23.7% | 467,644 | $16.0M |
| Hassell Wealth Management, LLC | 6.67% | Reduce -1.4% | 468,167 | $15.9M |
| EverSource Wealth Advisors, LLC | 1.00% | Add +1.1% | 462,020 | $15.8M |
| Hemington Wealth Management | 4.25% | Reduce -2.4% | 464,196 | $15.8M |
| Merit Financial Group, LLC | 0.33% | Add +0.6% | 425,458 | $14.6M |
| Morgan Stanley | 0.00% | Add +1.5% | 421,837 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 415,653 | $14.3M |
| Keudell/Morrison Wealth Management | 3.83% | Reduce -15.0% | 411,927 | $14.1M |
| KOM Wealth Management Group, LLC | 11.73% | Add +6.0% | 410,241 | $14.1M |
| Raymond James & Associates | 0.01% | Add +51.7% | 406,848 | $14.0M |
| Corus Family Wealth Advisors | 9.81% | Add +4.0% | 402,232 | $13.8M |
| Aerodigm Wealth, LLC | 8.72% | Reduce -53.0% | 402,007 | $13.8M |
| RFG Advisory, LLC | 0.42% | Add +2.0% | 399,575 | $13.7M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -0.3% | 395,689 | $13.6M |
| Retirement Solution LLC | 3.29% | Add +6.3% | 395,028 | $13.5M |
| Integrated Advisors Network LLC | 0.64% | Add +2.7% | 385,302 | $13.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +14.3% | 378,837 | $13.0M |
| AdvisorNet Financial, Inc | 0.97% | Add +27.1% | 377,157 | $12.9M |
| Regions Financial Corp. | 0.09% | Reduce -0.6% | 375,601 | $12.9M |
| Cravens & Co Advisors, LLC | 9.80% | Reduce -7.8% | 369,928 | $12.7M |
| Great Waters Wealth Management | 1.62% | Reduce -4.1% | 349,557 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +3.7% | 346,624 | $11.9M |
| Cherry Tree Wealth Management, LLC | 2.80% | Reduce -1.9% | 344,038 | $11.8M |
| Silver Oak Advisory Group, Inc. | 6.02% | Add +1.0% | 342,425 | $11.7M |
| Winthrop Advisory Group LLC | 1.44% | Reduce -0.5% | 340,058 | $11.7M |
| Advisory Services & Investments, LLC | 7.93% | Add +2.1% | 339,698 | $11.6M |
| MilWealth Group LLC | 3.41% | Reduce -0.8% | 339,457 | $11.6M |
| Five Oceans Advisors | 5.53% | Add +2.3% | 337,043 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -2.9% | 336,672 | $11.5M |
| Knightsbridge Asset Management, LLC | 2.60% | Add +2.3% | 333,287 | $11.4M |
| Avion Wealth | 2.94% | Reduce -6.0% | 327,813 | $11.2M |
| Visionary Wealth Advisors | 0.68% | Add +0.5% | 326,748 | $11.2M |
| Melfa Wealth Management, Inc. | 7.21% | Reduce -3.2% | 318,540 | $10.9M |
| SageView Advisory Group, LLC | 0.55% | Reduce -0.4% | 316,917 | $10.9M |
| Oceanside Advisors LLC | 7.94% | Add +2.1% | 310,595 | $10.7M |
| tru Independence LLC | 3.09% | Add +12.5% | 307,468 | $10.5M |
| Great Lakes Retirement, Inc. | 1.33% | Add +0.5% | 302,607 | $10.4M |
| Cedar Wealth Management, LLC | 3.22% | No change | 302,298 | $10.4M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +0.2% | 301,204 | $10.3M |
| KG Capital Management | 3.32% | Reduce -15.6% | 300,000 | $10.3M |
| Tru Independence Asset Management 2, LLC | 8.43% | — | 291,852 | $10.0M |
| Rf&l Wealth Management, LLC | 7.06% | Reduce -0.4% | 290,998 | $10.0M |
| Nwam LLC | 0.61% | New | 290,297 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Add +0.0% | 289,157 | $9.9M |
| Two West Capital Advisors LLC | 7.97% | Add +6.7% | 286,816 | $9.8M |
| McLean Asset Management Corp | 2.93% | Add +0.7% | 283,682 | $9.7M |
| Websterrogers Financial Advisors, LLC | 3.40% | Reduce -1.6% | 283,243 | $9.7M |
| Forthright Family Wealth Advisory LLC | 6.24% | New | 266,323 | $9.7M |
| Aspiriant, LLC | 0.37% | Reduce -0.2% | 282,026 | $9.7M |
| Sterling Wealth Management, Inc. | 3.60% | Reduce -0.1% | 281,401 | $9.6M |
| Waterfront Wealth Inc. | 2.30% | Reduce -2.6% | 271,384 | $9.4M |
| Red Wave Investments LLC | 3.28% | Reduce -0.5% | 273,933 | $9.4M |
| Fort Point Capital Partners LLC | 1.13% | Add +2.5% | 263,815 | $9.0M |
| Vestia Personal Wealth Advisors | 8.14% | Add +9.9% | 252,281 | $8.6M |
| Gemmer Asset Management LLC | 0.86% | Add +4.8% | 250,909 | $8.6M |
| Rappaport Reiches Capital Management, LLC | 2.28% | Reduce -6.3% | 250,622 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.0% | 248,524 | $8.5M |
| Criterion Capital Advisors, LLC | 5.26% | No change | 259,367 | $8.4M |
| Farther Finance Advisors, LLC | 0.31% | Add +253.9% | 238,982 | $8.2M |
| Legacy Advisors, LLC | 0.89% | New | 238,363 | $8.2M |
| Sutton Place Investors LLC | 4.96% | Reduce -0.5% | 236,761 | $8.1M |
| Financial Insights, Inc. | 2.64% | Reduce -15.3% | 236,351 | $8.1M |
| Investmark Advisory Group LLC | 3.93% | Reduce -0.5% | 235,758 | $8.1M |
| Arista Wealth Management, LLC | 1.94% | Add +0.0% | 235,647 | $8.1M |
| Cary Street Partners Investment Advisory LLC | 0.30% | Reduce -9.8% | 234,458 | $8.0M |
| CGN Advisors LLC | 0.80% | Reduce -3.7% | 233,219 | $8.0M |
| Tortoise Investment Management, LLC | 0.79% | Reduce -0.7% | 220,524 | $7.6M |
| Physician Wealth Solutions Inc. | 3.71% | Add +215.8% | 215,012 | $7.4M |
| Global Retirement Partners, LLC | 0.22% | Add +6.5% | 216,949 | $7.4M |
| FMR LLC | 0.00% | Add +41.5% | 216,392 | $7.4M |
| Mowery & Schoenfeld Wealth Management, LLC | 11.70% | Reduce -2.2% | 215,986 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +41.6% | 211,850 | $7.3M |
| Smartleaf Asset Management LLC | 0.88% | Add +5.7% | 211,138 | $7.2M |
| Bridgewater Advisors Inc. | 0.76% | Add +3.8% | 208,223 | $7.2M |
| Morris Financial Concepts, Inc. | 3.08% | Reduce -0.4% | 208,879 | $7.2M |
| Aveo Capital Partners, LLC | 0.75% | Reduce -1.4% | 206,666 | $7.1M |
| PFG Advisors | 0.43% | Add +2.6% | 198,158 | $6.8M |
| Aptus Capital Advisors, LLC | 0.10% | Add +105.1% | 197,835 | $6.8M |
| AQR Capital Management | 0.01% | Add +54.3% | 193,511 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.31% | Reduce -5.1% | 193,145 | $6.6M |
| McCarthy Asset Management, Inc. | 3.98% | Reduce -3.0% | 186,742 | $6.4M |
| Townsquare Capital LLC | 0.08% | Add +24.1% | 183,630 | $6.3M |
| CreativeOne Wealth, LLC | 0.21% | Add +159.6% | 183,286 | $6.3M |
| Nicholas Hoffman & Company, LLC. | 0.26% | Add +0.0% | 183,246 | $6.3M |
| Valued Wealth Advisors LLC | 3.91% | Add +4.9% | 175,871 | $6.0M |
| Vista Capital Partners, Inc. | 0.70% | Add +0.9% | 175,745 | $6.0M |
| Fiducient Advisors LLC | 0.67% | Add +0.3% | 170,042 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +7.8% | 169,069 | $5.8M |
| Venture Visionary Partners LLC | 0.26% | Add +45.0% | 167,936 | $5.8M |
| Citizens & Northern Corp. | 1.68% | Add +10.5% | 163,552 | $5.6M |
| BlueSky Wealth Advisors, LLC | 0.87% | Reduce -0.0% | 163,179 | $5.6M |
| IFG Advisors, LLC | 1.19% | Reduce -0.7% | 162,782 | $5.6M |
| Ariadne Wealth Management, LP | 3.00% | Reduce -3.3% | 153,956 | $5.5M |
| Abacus Wealth Partners, LLC | 0.82% | Reduce -6.5% | 158,963 | $5.5M |
| Financial Counselors Inc. | 0.08% | Reduce -0.3% | 158,902 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.98% | Reduce -17.2% | 156,675 | $5.4M |
| Heritage Wealth Management, Inc. | 4.87% | Reduce -10.7% | 157,311 | $5.4M |
| MAI Capital Management | 0.05% | Reduce -0.0% | 155,636 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +9.8% | 155,244 | $5.3M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -0.1% | 154,187 | $5.3M |
| Running Point Capital Advisors, LLC | 2.00% | Reduce -4.4% | 151,139 | $5.2M |
| Cassady Schiller Wealth Management, LLC | 1.89% | No change | 150,495 | $5.2M |
| Hutchinson Capital Management | 0.98% | Reduce -6.1% | 150,405 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +98.1% | 148,574 | $5.1M |
| Integrity Wealth Solutions LLC | 2.97% | Add +0.0% | 148,275 | $5.1M |
| Willow Creek Wealth Management Inc. | 0.53% | Add +0.8% | 148,261 | $5.1M |
| Financial Council, LLC | 2.56% | Add +1.1% | 143,232 | $4.9M |
| Meridian Wealth Management, LLC | 0.24% | Reduce -0.4% | 141,350 | $4.8M |
| Western Wealth Management, LLC | 0.27% | Add +1.6% | 139,524 | $4.8M |
| Samalin Investment Counsel, LLC | 2.08% | Reduce -1.9% | 139,203 | $4.8M |
| Private Trust Co. NA | 0.48% | Add +3.9% | 138,264 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -4.3% | 137,801 | $4.7M |
| GEM Asset Management, LLC | 2.70% | Add +30.3% | 138,954 | $4.7M |
| Copperleaf Capital, LLC | 3.56% | Add +3.5% | 135,532 | $4.6M |
| Black Point Wealth Management | 5.38% | Add +4.1% | 135,337 | $4.6M |
| Raymond James Trust N.A. | 0.10% | Reduce -26.8% | 128,860 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.0% | 127,009 | $4.4M |
| Alpha Financial Advisors, LLC | 1.92% | Reduce -0.4% | 126,442 | $4.3M |
| Caerus Investment Advisors, LLC | 4.10% | No change | 126,261 | $4.3M |
| Krilogy Financial LLC | 0.29% | Reduce -6.6% | 124,345 | $4.3M |
| Stone Summit Wealth LLC | 1.37% | Add +18.0% | 124,017 | $4.3M |
| Callan Capital, LLC | 0.30% | Reduce -1.5% | 123,917 | $4.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.05% | Add +4.2% | 123,153 | $4.2M |
| Wealth Architects, LLC | 0.47% | Add +2.4% | 121,739 | $4.2M |
| Mutual Advisors, LLC | 0.12% | Reduce -0.3% | 117,810 | $4.1M |
| Arbor Wealth Advisors LLC | 3.63% | No change | 117,251 | $4.0M |
| Nicolet Advisory Services, LLC | 0.38% | Reduce -0.0% | 118,405 | $4.0M |
| WPWealth LLP | 0.80% | Add +3.3% | 112,893 | $3.9M |
| Index Fund Advisors, Inc. | 0.20% | Reduce -0.6% | 110,783 | $3.8M |
| TCFG Wealth Management, LLC | 1.90% | — | 109,622 | $3.8M |
| AE Wealth Management LLC | 0.03% | Add +16.6% | 107,627 | $3.7M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 106,632 | $3.7M |
| Mission Wealth Management, LP | 0.09% | Reduce -2.9% | 104,973 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +2.6% | 104,338 | $3.6M |
| C M Bidwell & Associates Ltd. | 2.18% | Add +0.0% | 103,859 | $3.6M |
| Caprock Group, LLC | 0.13% | Add +5.0% | 102,956 | $3.5M |
| Buttonwood Financial Advisors Inc. | 1.53% | Reduce -1.5% | 102,525 | $3.5M |
| Beckerman Institutional, LLC | 2.91% | — | 100,804 | $3.5M |
| Retirement Planning Group, LLC | 0.19% | Add +7.7% | 100,620 | $3.5M |
| 1900 Wealth Management LLC | 0.29% | Reduce -2.6% | 99,981 | $3.4M |
| Aprio Wealth Management, LLC | 0.54% | Add +0.0% | 98,591 | $3.4M |
| Quantinno Capital Management LP | 0.04% | Add +371.1% | 97,525 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -1.2% | 97,205 | $3.3M |
| Werba Rubin Papier Wealth Management | 0.78% | Add +0.2% | 97,090 | $3.3M |
| Lakeridge Wealth Management LLC | 1.82% | Add +10.0% | 96,453 | $3.3M |
| Advisors Capital Management, LLC | 0.05% | Reduce -0.6% | 96,345 | $3.3M |
| Tranquilli Financial Advisor LLC | 2.05% | Reduce -0.9% | 95,403 | $3.3M |
| Prosperity Planning, Inc. | 1.45% | Reduce -0.8% | 94,818 | $3.3M |
| Wealthspan Partners, LLC | 1.60% | Add +2.2% | 94,387 | $3.2M |
| LifePro Asset Management | 1.98% | Reduce -8.2% | 94,276 | $3.2M |
| Level Four Advisory Services, LLC | 0.13% | Add +2.0% | 93,840 | $3.2M |
| Total Clarity Wealth Management, Inc. | 1.03% | Add +1.5% | 92,956 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +0.4% | 92,069 | $3.2M |
| Freestone Capital Holdings, LLC | 0.11% | No change | 91,975 | $3.2M |
| Cedrus LLC | 1.16% | New | 91,243 | $3.1M |
| Yarger Wealth Strategies, LLC | 1.72% | Add +0.3% | 90,773 | $3.1M |
| LJI Wealth Management, LLC | 0.63% | Reduce -0.7% | 89,643 | $3.1M |
| WestHill Financial Advisors, Inc. | 0.67% | No change | 87,118 | $3.0M |
| 25 LLC | 1.29% | Reduce -0.3% | 86,649 | $3.0M |
| Financial Advocates Investment Management | 0.17% | Reduce -2.9% | 86,192 | $3.0M |
| Parkside Advisors LLC | 0.70% | No change | 85,409 | $2.9M |
| Concord Wealth Partners | 0.49% | Add +0.2% | 85,230 | $2.9M |
| Tiaa Trust, National Association | 0.01% | Add +0.6% | 82,090 | $2.8M |
| Choreo, LLC | 0.04% | Add +0.1% | 82,493 | $2.8M |
| WCG Wealth Advisors LLC | 0.19% | Add +7.1% | 80,978 | $2.8M |
| Kure Advisory, LLC | 2.47% | Add +2.8% | 80,329 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +46.1% | 80,020 | $2.7M |
| Atwater Malick LLC | 0.87% | Reduce -3.4% | 78,628 | $2.7M |
| WealthCollab, LLC | 1.76% | No change | 77,732 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -0.1% | 76,860 | $2.7M |
| Intelligent Financial Strategies | 1.46% | Add +0.0% | 77,133 | $2.6M |
| Great Oak Capital Partners, LLC | 0.91% | Reduce -7.5% | 77,030 | $2.6M |
| Clarity Capital Advisors, LLC | 1.87% | Add +0.1% | 76,152 | $2.6M |
| Savvy Advisors, Inc. | 0.52% | Add +358.3% | 75,323 | $2.6M |
| Orion Capital Management LLC | 1.25% | Reduce -1.1% | 74,762 | $2.6M |
| Signet Financial Management, LLC | 0.32% | Add +0.3% | 73,233 | $2.5M |
| Edge Financial Advisors LLC | 2.23% | Add +13.1% | 73,226 | $2.5M |
| Baker Avenue Asset Management, LP | 0.08% | No change | 72,633 | $2.5M |
| Liberty Capital Management, Inc. | 0.55% | No change | 72,322 | $2.5M |
| Marietta Wealth Management, LLC | 0.36% | No change | 72,158 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 71,114 | $2.4M |
| MB Generational Wealth, LLC | 1.73% | Reduce -0.3% | 70,198 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +41.7% | 69,920 | $2.4M |
| HFG Wealth Management, LLC | 1.53% | No change | 74,377 | $2.4M |
| Montis Financial, LLC | 0.85% | Reduce -8.1% | 69,844 | $2.4M |
| Sanctuary Wealth Management, L.L.C. | 1.69% | Add +24.8% | 68,883 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.82% | No change | 68,560 | $2.4M |
| Pioneer Wealth Management Group | 1.12% | Add +13.6% | 68,218 | $2.3M |
| Seaside Wealth Management, Inc. | 0.86% | Add +1.1% | 66,504 | $2.3M |
| KM Capital Management Ltd. | 1.22% | Reduce -6.2% | 66,455 | $2.3M |
| American Financial Advisors, LLC | 0.31% | No change | 66,201 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 65,258 | $2.2M |
| Sage Mountain Advisors LLC | 0.19% | Add +141.6% | 64,523 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +34.9% | 63,823 | $2.2M |
| Aviance Capital Partners, LLC | 0.29% | Add +8.2% | 63,542 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +50.6% | 60,497 | $2.1M |
| Cornerstone Wealth Group, LLC | 0.17% | No change | 60,946 | $2.1M |
| Marcum Wealth, LLC | 0.19% | Add +0.2% | 60,832 | $2.1M |
| RB Capital Management, LLC | 0.51% | Reduce -1.6% | 60,750 | $2.1M |
| Family Wealth Partners, LLC | 1.06% | No change | 60,596 | $2.1M |
| Grey Fox Wealth Advisors, LLC | 0.57% | Add +0.3% | 59,452 | $2.0M |
| Waypoint Capital Advisors, LLC | 0.42% | Reduce -39.7% | 58,068 | $2.0M |
| Essential Planning, LLC. | 0.81% | Add +30.6% | 57,781 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +5.6% | 57,701 | $2.0M |
| PDS Planning, Inc | 0.18% | New | 57,351 | $2.0M |
| Aquire Wealth Advisors, LLC | 0.62% | Add +2.0% | 57,169 | $2.0M |
| Main Street Financial Solutions, LLC | 0.18% | Add +19.8% | 56,827 | $1.9M |
| Freedom Investment Management, Inc. | 0.15% | Add +4.6% | 55,446 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +20.5% | 55,399 | $1.9M |
| Cadent Capital Advisors, LLC | 0.64% | Reduce -5.1% | 54,535 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.4% | 54,291 | $1.9M |
| Quad-Cities Investment Group, LLC | 0.93% | Add +5.0% | 54,127 | $1.9M |
| IFP Advisors, Inc | 0.07% | Add +88.3% | 53,440 | $1.8M |
| Olistico Wealth, LLC | 1.11% | Reduce -9.9% | 53,085 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -1.6% | 52,838 | $1.8M |
| Larson Financial Group LLC | 0.10% | Add +0.2% | 52,580 | $1.8M |
| Parkside Financial Bank & Trust | 0.25% | Add +10.7% | 52,497 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 52,361 | $1.8M |
| Wedmont Private Capital | 0.10% | Reduce -0.8% | 52,046 | $1.8M |
| MJP Associates Inc. | 0.34% | Add +0.1% | 51,548 | $1.8M |
| Advisor OS, LLC | 0.18% | Add +0.1% | 51,548 | $1.8M |
| Cassaday & Co Wealth Management LLC | 0.05% | No change | 50,831 | $1.7M |
| Strategic Wealth Partners, Ltd. | 0.16% | No change | 50,006 | $1.7M |
| Obermeyer Wealth Partners | 0.09% | Add +71.1% | 48,608 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +25.2% | 45,424 | $1.6M |
| Citigroup Inc. | 0.00% | New | 45,012 | $1.5M |
| City State Bank | 0.56% | Add +17.5% | 44,975 | $1.5M |
| Coston, McIsaac & Partners | 0.43% | Add +0.1% | 44,348 | $1.5M |
| UNIVEST FINANCIAL Corp | 0.10% | New | 44,081 | $1.5M |
| MGB Wealth Management, LLC | 0.55% | No change | 43,915 | $1.5M |
| Ieq Capital, LLC | 0.02% | Reduce -0.1% | 43,824 | $1.5M |
| Fifth Third Bancorp | 0.01% | Add +13.7% | 42,861 | $1.5M |
| Strategic Blueprint, LLC | 0.09% | Add +102.3% | 42,807 | $1.5M |
| Global Trust Asset Management, LLC | 0.54% | Add +0.2% | 42,617 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.56% | No change | 42,815 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +1.0% | 42,511 | $1.5M |
| Fortis Advisors, LLC | 0.93% | Add +0.3% | 41,926 | $1.4M |
| Shotwell Rutter Baer Inc | 1.18% | No change | 41,773 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 41,323 | $1.4M |
| Lifeworks Advisors, LLC | 0.28% | Reduce -1.8% | 40,957 | $1.4M |
| Clark Asset Management, LLC | 0.30% | Add +15.7% | 40,609 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | No change | 40,526 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -7.1% | 40,143 | $1.4M |
| Annapolis Financial Services, LLC | 0.40% | Add +1.2% | 39,236 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.3M |
| Probity Advisors, Inc. | 0.26% | New | 38,944 | $1.3M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 38,662 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.3M |
| First Merchants Corp. | 0.05% | No change | 38,487 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.1% | 38,486 | $1.3M |
| Nicolet Bankshares Inc. | 0.27% | New | 38,413 | $1.3M |
| HUB Investment Partners, LLC | 0.06% | Add +0.1% | 37,899 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.34% | Add +5.3% | 37,868 | $1.3M |
| ProVise Management Group, LLC | 0.10% | Add +0.2% | 37,669 | $1.3M |
| Mission Hills Financial Advisory, LLC | 1.10% | — | 35,947 | $1.3M |
| Brewster Financial Planning LLC | 0.99% | No change | 37,270 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +2.5% | 36,989 | $1.3M |
| Cooper Financial Group | 0.16% | No change | 36,362 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -4.7% | 36,240 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 36,214 | $1.2M |
| Lion Street Advisors, LLC | 0.43% | Add +91.2% | 36,022 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +1.3% | 36,007 | $1.2M |
| Parkwoods Wealth Partners, LLC | 1.01% | — | 35,979 | $1.2M |
| Disciplined Equity Management, Inc. | 0.78% | Add +0.2% | 35,890 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | No change | 35,283 | $1.2M |
| Almanack Investment Partners, LLC. | 0.19% | Add +0.0% | 35,276 | $1.2M |
| Wedbush Securities Inc. | 0.04% | No change | 35,227 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.34% | Reduce -15.1% | 34,528 | $1.2M |
| US Bancorp \de | 0.00% | Add +2.6% | 34,085 | $1.2M |
| Lam Group, Inc. | 0.82% | Add +0.0% | 33,882 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.3% | 33,070 | $1.1M |
| Commerce Bank | 0.01% | Reduce -0.5% | 33,028 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.76% | No change | 32,471 | $1.1M |
| Heritage Wealth Advisors | 0.05% | No change | 32,405 | $1.1M |
| Rise Advisors, LLC | 0.53% | Add +0.3% | 32,389 | $1.1M |
| Collective Family Office LLC | 0.30% | No change | 32,293 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.18% | No change | 32,348 | $1.1M |
| Aspire Private Capital, LLC | 0.26% | Add +2.2% | 32,231 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | New | 31,964 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Add +0.3% | 31,630 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Add +0.0% | 31,026 | $1.1M |
| Northeast Financial Group, Inc. | 0.42% | Reduce -24.7% | 31,456 | $1.1M |
| High Probability Advisors, LLC | 0.18% | Add +0.0% | 30,813 | $1.1M |
| Lane & Associates LLC | 0.57% | Add +3.7% | 30,757 | $1.1M |
| Capital Advisors Inc. | 0.02% | No change | 30,716 | $1.1M |
| Tranquility Partners, LLC | 0.38% | Reduce -3.9% | 30,589 | $1.0M |
| FSM Wealth Advisors, LLC | 0.28% | Add +0.0% | 30,302 | $1.0M |
| Prio Wealth Limited Partnership | 0.03% | No change | 30,274 | $1.0M |
| ERn Financial, LLC | 0.16% | No change | 30,111 | $1.0M |
| TruNorth Capital Management, LLC | 0.30% | Reduce -3.0% | 30,026 | $1.0M |
| JB Capital LLC | 0.06% | Reduce -2.5% | 29,935 | $1.0M |
| Facet Wealth, Inc. | 0.03% | Add +0.3% | 30,031 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Reduce -1.7% | 29,280 | $1.0M |
| Good Life Advisors, LLC | 0.06% | New | 29,278 | $1.0M |
| Magnolia Capital Advisors LLC | 0.50% | Reduce -0.2% | 29,107 | $998K |
| Mendota Financial Group, LLC | 0.47% | Reduce -30.8% | 28,957 | $993K |
| Renasant Bank | 0.65% | No change | 28,800 | $988K |
| Aspire Wealth Management Corp | 0.53% | Reduce -0.8% | 28,708 | $984K |
| WASHINGTON TRUST Co | 0.03% | No change | 28,438 | $975K |
| Silver Oak Securities, Incorporated | 0.10% | Add +21.8% | 28,449 | $973K |
| Perennial Investment Advisors, LLC | 0.13% | Add +0.3% | 28,218 | $968K |
| Advisory Services Network, LLC | 0.02% | No change | 30,004 | $967K |
| Edge Capital Group, LLC | 0.04% | No change | 28,110 | $964K |
| NorthRock Partners, LLC | 0.03% | No change | 27,866 | $956K |
| Quantum Financial Advisors, LLC | 0.15% | No change | 27,786 | $953K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +125.5% | 27,731 | $947K |
| NorthCoast Asset Management LLC | 0.01% | Add +264.6% | 51,872 | $937K |
| Founders Financial Securities LLC | 0.09% | Reduce -13.3% | 27,257 | $935K |
| Evoke Wealth, LLC | 0.03% | New | 26,986 | $925K |
| Monterey Private Wealth, Inc. | 0.32% | Add +0.1% | 26,976 | $925K |
| Oakworth Capital, Inc. | 0.06% | No change | 26,845 | $921K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.1% | 26,773 | $918K |
| DGS Capital Management, LLC | 0.25% | No change | 26,450 | $907K |
| QRG Capital Management, Inc. | 0.01% | Add +8.3% | 26,443 | $907K |
| HB Wealth Management, LLC | 0.01% | Add +55.3% | 26,321 | $903K |
| TFC Financial Management, Inc. | 0.14% | Add +12.3% | 25,826 | $886K |
| Kingfisher Capital LLC | 0.20% | Add +96.3% | 25,782 | $884K |
| Affinity Capital Advisors, LLC | 0.17% | No change | 25,646 | $879K |
| Prospera Financial Services Inc | 0.02% | Add +40.8% | 25,197 | $864K |
| CRA Financial Services, LLC | 0.16% | No change | 25,195 | $864K |
| Richard P Slaughter Associates Inc | 0.20% | No change | 25,188 | $864K |
| CarsonAllaria Wealth Management, Ltd. | 0.49% | Reduce -0.4% | 25,156 | $863K |
| St Germain D J Co. Inc. | 0.04% | No change | 24,913 | $854K |
| Kovack Advisors, Inc. | 0.09% | No change | 24,912 | $854K |
| Foundations Investment Advisors, LLC | 0.02% | Add +54.8% | 24,908 | $854K |
| Colton Groome Financial Advisors, LLC | 0.32% | No change | 24,838 | $852K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 24,830 | $851K |
| Blue Chip Partners, LLC | 0.07% | Reduce -50.0% | 24,732 | $848K |
| Keener Financial Planning LLC | 0.55% | Reduce -60.8% | 24,530 | $841K |
| Solutions 4 Wealth, Ltd | 1.64% | New | 24,427 | $838K |
| VanderPol Investments L.L.C. | 1.86% | Add +0.1% | 24,387 | $836K |
| Elevate Wealth Advisory, Inc. | 0.61% | Reduce -10.5% | 24,134 | $828K |
| World Investment Advisors | 0.03% | Add +27.6% | 24,017 | $824K |
| S. R. Schill & Associates | 0.57% | Add +0.3% | 23,628 | $810K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +14.8% | 23,431 | $803K |
| Security Financial Services, INC. | 0.16% | Reduce -0.3% | 23,375 | $802K |
| Acorn Creek Capital LLC | 0.42% | Reduce -6.3% | 23,311 | $799K |
| Blue Trust, Inc. | 0.01% | Reduce -34.6% | 24,380 | $786K |
| Murphy Pohlad Asset Management LLC | 0.32% | No change | 22,504 | $772K |
| Gradient Capital Advisors, LLC | 0.26% | Add +8.9% | 22,463 | $770K |
| Quadrant Private Wealth Management, LLC | 0.19% | No change | 22,372 | $767K |
| Yardley Wealth Management LLC | 0.45% | — | 22,284 | $764K |
| Emprise Bank | 0.44% | Reduce -0.3% | 22,242 | $763K |
| Boyce & Associates Wealth Consulting, Inc. | 0.79% | Add +0.5% | 22,241 | $763K |
| Mraz, Amerine & Associates, Inc. | 0.14% | Reduce -8.7% | 22,070 | $757K |
| Stewardship Advisors, LLC | 0.21% | New | 21,980 | $754K |
| Busey Bank | 0.02% | No change | 21,917 | $752K |
| Beacon Financial Advisory LLC | 0.25% | Add +7.0% | 21,830 | $749K |
| Revisor Wealth Management LLC | 0.47% | No change | 21,721 | $745K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $739K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.29% | Add +8.3% | 21,420 | $734K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 21,311 | $731K |
| Fortress Wealth Management, Inc. | 0.36% | Add +0.4% | 21,145 | $725K |
| Eldridge Investment Advisors, Inc. | 0.17% | Reduce -56.4% | 21,145 | $725K |
| Meeder Advisory Services, Inc. | 0.05% | New | 21,131 | $725K |
| Yoder Wealth Management, Inc. | 0.43% | No change | 21,007 | $720K |
| Single Point Partners, LLC | 1.15% | No change | 20,969 | $719K |
| Partners in Financial Planning | 0.14% | Reduce -1.6% | 20,610 | $707K |
| Better Money Decisions, LLC | 0.50% | Reduce -4.2% | 20,354 | $698K |
| Sard Wealth Management Group, LLC | 0.46% | Add +0.3% | 20,299 | $696K |
| KPP Advisory Services LLC | 0.17% | Reduce -1.8% | 20,139 | $691K |
| Clark Capital Management Group, Inc. | 0.00% | Add +2.4% | 20,131 | $690K |
| Apeiron RIA LLC | 0.20% | No change | 20,010 | $686K |
| Confluence Wealth Services, Inc. | 0.05% | Add +9.4% | 19,960 | $684K |
| Francis Financial, Inc. | 0.18% | No change | 19,727 | $676K |
| Rwa Wealth Partners, LLC | 0.01% | Add +28.7% | 19,514 | $669K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,141 | $656K |
| Principal Securities, Inc. | 0.02% | Add +4086.4% | 19,132 | $656K |
| Keel Point, LLC | 0.05% | No change | 18,984 | $651K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 18,983 | $651K |
| Shore Point Advisors, LLC | 0.34% | New | 18,779 | $644K |
| TFB Advisors LLC | 0.19% | Reduce -1.2% | 18,751 | $643K |
| Colonial Trust Co / SC | 0.10% | No change | 18,578 | $637K |
| Jones Financial Companies LLLP | 0.00% | Add +507.3% | 18,485 | $632K |
| Ti-Trust, Inc. | 0.45% | No change | 18,395 | $631K |
| Sage Rhino Capital LLC | 0.14% | Reduce -1.4% | 18,332 | $629K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 18,303 | $628K |
| Cherry Creek Investment Advisors, Inc. | 0.32% | No change | 18,157 | $623K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +8.6% | 18,082 | $620K |
| Gibbs Wealth Management | 0.20% | Reduce -6.0% | 17,961 | $616K |
| M Holdings Securities, Inc. | 0.15% | No change | 17,941 | $615K |
| BBR Partners, LLC | 0.05% | Add +0.1% | 17,891 | $613K |
| Destination Wealth Management | 0.02% | Add +9.0% | 17,656 | $605K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.1% | 17,470 | $599K |
| Argent Trust Co | 0.02% | No change | 17,432 | $598K |
| Charles Schwab Trust Co | 0.05% | New | 17,369 | $596K |
| FSA Advisors, Inc. | 0.59% | Reduce -0.2% | 18,304 | $595K |
| National Wealth Management Group, LLC | 0.40% | Add +0.1% | 17,082 | $586K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +0.3% | 16,976 | $584K |
| Sigma Planning Corp | 0.02% | Add +24.3% | 16,952 | $581K |
| Pettinga Financial Advisors LLC | 0.14% | No change | 16,939 | $581K |
| Rebalance, LLC | 0.04% | No change | 16,818 | $577K |
| Alkeme Wealth, LLC | 0.25% | Add +0.1% | 16,717 | $573K |
| Evolution Advisers, Inc. | 0.31% | No change | 16,680 | $571K |
| WBH Advisory Inc. | 0.05% | No change | 16,478 | $565K |
| Ascent Group, LLC | 0.04% | Add +22.4% | 16,397 | $562K |
| Balboa Wealth Partners | 0.14% | Reduce -0.1% | 16,372 | $561K |
| Signaturefd, LLC | 0.01% | No change | 16,215 | $556K |
| Moors & Cabot, Inc. | 0.03% | No change | 15,881 | $545K |
| GDS Wealth Management | 0.05% | New | 15,806 | $542K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $541K |
| Magnus Financial Group LLC | 0.06% | Add +0.3% | 15,726 | $539K |
| Threadgill Financial, LLC | 0.32% | No change | 15,705 | $539K |
| Hilltop Holdings Inc. | 0.04% | New | 15,679 | $538K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 15,440 | $529K |
| Providence Capital Advisors, LLC | 0.10% | No change | 15,202 | $521K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.2% | 15,177 | $520K |
| Johnson Financial Group, LLC | 0.06% | Reduce -1.4% | 15,089 | $517K |
| Harbor Group, Inc. | 0.12% | Reduce -5.2% | 14,716 | $505K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $499K |
| Bessemer Group Inc. | 0.00% | No change | 14,502 | $497K |
| Morling Financial Advisors, LLC | 0.19% | No change | 14,492 | $497K |
| Rockingstone Advisors LLC | 0.24% | No change | 14,471 | $496K |
| Kestra Investment Management, LLC | 0.02% | New | 14,430 | $495K |
| Boston Financial Mangement LLC | 0.01% | No change | 14,342 | $492K |
| Barry Investment Advisors, LLC | 0.15% | Add +1.2% | 14,263 | $489K |
| Highland Financial Advisors, LLC | 0.17% | No change | 14,254 | $489K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.5% | 13,816 | $474K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.2% | 13,810 | $474K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 13,782 | $473K |
| Empower Advisory Group, LLC | 0.00% | Add +9.0% | 13,532 | $464K |
| Lockerman Financial Group, Inc. | 0.79% | Reduce -5.8% | 13,526 | $464K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $462K |
| CENTRAL TRUST Co | 0.01% | No change | 13,454 | $461K |
| EnRich Financial Partners LLC | 0.15% | Add +7.2% | 13,384 | $459K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 13,326 | $457K |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.3% | 13,311 | $456K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +1.4% | 13,308 | $456K |
| Fiduciary Alliance LLC | 0.06% | Reduce -9.8% | 13,288 | $456K |
| CPA Asset Management Group, LLC | 0.22% | No change | 13,064 | $448K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +22.1% | 12,853 | $441K |
| Keystone Wealth Services, LLC | 0.12% | No change | 12,697 | $435K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +0.3% | 12,586 | $432K |
| Blume Capital Management, Inc. | 0.10% | No change | 12,397 | $425K |
| Retirement Income Solutions, Inc. | 0.10% | Add +3.7% | 12,347 | $423K |
| Robinswood Financial LLC | 0.16% | Add +0.0% | 12,175 | $418K |
| Pure Portfolios Holdings LLC | 0.16% | — | 12,173 | $417K |
| Vista Finance, LLC | 0.56% | No change | 11,992 | $411K |
| Certuity, LLC | 0.04% | Reduce -22.5% | 11,926 | $409K |
| Cutler Investment Counsel LLC | 0.05% | No change | 11,925 | $409K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +56.4% | 11,919 | $409K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +8.0% | 11,764 | $403K |
| Intrua Financial, LLC | 0.07% | Reduce -1.7% | 11,726 | $402K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -1.7% | 11,687 | $401K |
| BOS Asset Management, LLC | 0.15% | Add +1.4% | 11,685 | $401K |
| Modern Wealth Management, LLC | 0.02% | Reduce -9.1% | 11,639 | $399K |
| SYM FINANCIAL Corp | 0.05% | Reduce -3.0% | 11,569 | $397K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -1.6% | 11,406 | $391K |
| First American Trust, FSB | 0.04% | Reduce -1.8% | 11,149 | $382K |
| American Investment Services, Inc. | 0.06% | Reduce -58.9% | 11,137 | $382K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.3% | 11,108 | $381K |
| WealthShield Partners, LLC | 0.05% | Add +0.1% | 11,090 | $380K |
| Fulcrum Capital LLC | 0.08% | New | 11,065 | $379K |
| Monument Capital Management | 0.10% | No change | 11,012 | $378K |
| Visionary Horizons, LLC | 0.25% | Reduce -4.4% | 10,985 | $377K |
| Hoxton Planning & Management, LLC | 0.14% | New | 10,903 | $374K |
| Apollon Financial, LLC | 0.11% | No change | 10,879 | $373K |
| WR Wealth Planners, LLC | 0.10% | Add +0.8% | 10,823 | $371K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $370K |
| Smith Anglin Financial, LLC | 0.04% | No change | 10,751 | $369K |
| Hanover Advisors Inc. | 0.15% | Reduce -6.7% | 10,660 | $366K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $363K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Reduce -6.5% | 10,540 | $361K |
| Eagle Ridge Investment Management | 0.03% | No change | 10,511 | $360K |
| Fairman Group, LLC | 0.33% | Add +0.3% | 10,505 | $360K |
| G2 Capital Management, LLC / Oh | 0.11% | No change | 10,484 | $359K |
| First Horizon Advisors, Inc. | 0.01% | Add +186.3% | 10,443 | $358K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.6% | 10,303 | $353K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $352K |
| Vestor Capital, LLC | 0.03% | No change | 10,250 | $351K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 10,226 | $351K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -1.4% | 10,201 | $350K |
| Ironwood Financial, llc | 0.07% | Reduce -1.4% | 10,200 | $350K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $349K |
| Marotta Asset Management | 0.07% | No change | 10,179 | $349K |
| Angeles Wealth Management, LLC | 0.03% | Add +10.7% | 10,103 | $346K |
| Strategy Asset Managers LLC | 0.07% | New | 10,076 | $346K |
| PGIM Custom Harvest LLC | 0.01% | No change | 9,989 | $343K |
| Arbor Investment Advisors, LLC | 0.04% | New | 9,832 | $337K |
| Foster Group, Inc. | 0.01% | Add +8.2% | 9,792 | $336K |
| Significant Wealth Partners LLC | 0.17% | No change | 9,762 | $335K |
| Bordeaux Wealth Advisors LLC | 0.06% | No change | 9,750 | $334K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -63.0% | 9,646 | $331K |
| Iams Wealth Management, LLC | 0.16% | No change | 9,646 | $331K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $331K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $324K |
| BWM Planning, LLC | 0.14% | — | 9,440 | $324K |
| Full Sail Capital, LLC | 0.02% | Reduce -3.7% | 9,433 | $323K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.1% | 8,956 | $323K |
| McBroom & Associates, LLC | 0.20% | No change | 9,403 | $322K |
| Von Berge Wealth Management Group, LLC | 0.20% | Add +4.0% | 9,007 | $322K |
| Matisse Capital | 0.16% | Add +0.3% | 9,353 | $321K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,343 | $320K |
| E&G Advisors, LLC | 0.09% | New | 9,320 | $320K |
| Spire Wealth Management | 0.01% | No change | 9,315 | $319K |
| Fielder Capital Group LLC | 0.11% | Reduce -63.5% | 9,310 | $319K |
| Horizon Financial Services, LLC | 0.19% | No change | 9,292 | $319K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,282 | $318K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -1.6% | 9,251 | $317K |
| Grandfield & Dodd, LLC | 0.02% | No change | 9,043 | $310K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.3% | 9,016 | $309K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | New | 8,539 | $308K |
| Wallace Advisory Group, LLC | 0.22% | No change | 9,525 | $307K |
| Ellsworth Advisors, LLC | 0.08% | Add +0.3% | 8,918 | $306K |
| Mokosak Advisory Group, LLC | 0.09% | Reduce -4.4% | 8,885 | $305K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -5.4% | 8,772 | $301K |
| Mach-1 Financial Group, LLC | 0.18% | No change | 8,692 | $298K |
| Tenon Financial LLC | 0.20% | No change | 8,666 | $297K |
| Holistic Financial Partners | 0.14% | Reduce -0.1% | 8,641 | $296K |
| Ameriprise Financial Inc. | 0.00% | Add +16.0% | 8,638 | $296K |
| Williams & Novak, LLC | 0.28% | Add +20.2% | 8,606 | $295K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -3.2% | 8,485 | $291K |
| McAdam, LLC | 0.02% | No change | 8,437 | $289K |
| Chapin Davis, Inc. | 0.09% | No change | 8,407 | $288K |
| Simon Quick Advisors, LLC | 0.02% | New | 8,395 | $288K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 8,365 | $287K |
| Synergy Asset Management, LLC | 0.04% | No change | 8,210 | $282K |
| First National Advisers, LLC | 0.04% | No change | 8,158 | $280K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.3% | 8,097 | $278K |
| Jackson Hole Capital Partners, LLC | 0.06% | Add +0.3% | 8,034 | $275K |
| Evensky & Katz LLC | 0.02% | Add +0.3% | 7,925 | $272K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $269K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $269K |
| Hills Bank & Trust Co | 0.02% | No change | 7,836 | $269K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | Reduce -0.2% | 7,785 | $267K |
| New Potomac Partners, LLC | 0.14% | No change | 7,780 | $267K |
| Cascade Wealth Advisors, Inc | 0.19% | Reduce -6.0% | 7,770 | $266K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $266K |
| CoreFirst Bank & Trust | 0.15% | No change | 7,734 | $265K |
| Financial Management Network Inc. | 0.06% | No change | 7,700 | $264K |
| Dechtman Wealth Management, LLC | 0.05% | Reduce -5.0% | 7,607 | $261K |
| Verus Capital Partners, LLC | 0.03% | New | 7,597 | $261K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $259K |
| GW Henssler & Associates Ltd. | 0.01% | New | 7,543 | $259K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 7,391 | $253K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $253K |
| Essex Financial Services, Inc. | 0.02% | No change | 7,220 | $251K |
| Silver Lake Advisory, LLC | 0.06% | Add +0.3% | 7,316 | $251K |
| Prosperitas Financial LLC | 0.13% | New | 7,292 | $250K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.2% | 7,292 | $250K |
| Camarda Financial Advisors, LLC | 0.09% | No change | 7,267 | $249K |
| Accel Wealth Management | 0.09% | Add +0.0% | 7,256 | $249K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $248K |
| Hibernia Wealth Partners, LLC | 0.09% | New | 7,200 | $247K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $246K |
| Retirement Capital Strategies | 0.10% | No change | 7,114 | $244K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.16% | No change | 6,959 | $239K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $239K |
| MBM Wealth Consultants, LLC | 0.08% | No change | 6,940 | $238K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 6,873 | $236K |
| Stephens Inc. | 0.00% | No change | 6,872 | $236K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 6,866 | $235K |
| Lindbrook Capital, LLC | 0.02% | No change | 6,850 | $235K |
| &partners | 0.00% | New | 6,848 | $235K |
| Embree Financial Group | 0.04% | No change | 6,837 | $234K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,829 | $234K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -10.6% | 6,824 | $234K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 6,784 | $233K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 6,718 | $230K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $229K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,650 | $228K |
| Jentner Corp | 0.07% | No change | 6,642 | $228K |
| Optivise Advisory Services LLC | 0.12% | No change | 6,585 | $226K |
| Well Done, LLC | 0.04% | No change | 6,570 | $225K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 6,544 | $224K |
| Roble, Belko & Company, Inc | 0.04% | No change | 6,477 | $222K |
| Innealta Capital, LLC | 0.09% | No change | 6,452 | $221K |
| Prudential Financial Inc. | 0.00% | New | 6,445 | $221K |
| First Foundation Advisors | 0.01% | Reduce -52.2% | 6,430 | $220K |
| Rothschild Investment LLC | 0.01% | No change | 6,374 | $219K |
| John W. Brooker & Co., CPAs | 0.10% | No change | 6,301 | $216K |
| New Millennium Group LLC | 0.14% | Add +0.3% | 6,270 | $215K |
| Sprinkle Financial Consultants LLC | 0.15% | Add +0.3% | 6,230 | $214K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -0.1% | 6,229 | $214K |
| Lathrop Investment Management Co. | 0.04% | New | 6,202 | $213K |
| Black Diamond Financial, LLC | 0.04% | New | 6,175 | $212K |
| Elk River Wealth Management LLC | 0.04% | Reduce -5.8% | 6,161 | $211K |
| Bridge Advisory, LLC | 0.10% | Reduce -1.3% | 6,158 | $211K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,055 | $208K |
| TAP Consulting, LLC | 0.04% | New | 5,988 | $205K |
| RVW Wealth, LLC | 0.02% | New | 5,957 | $204K |
| Accurate Wealth Management, LLC | 0.04% | New | 5,880 | $204K |
| Legacy Wealth Management, LLC | 0.01% | New | 5,951 | $204K |
| Berger Financial Group, Inc | 0.01% | New | 5,929 | $203K |
| Annandale Capital, LLC | 0.04% | New | 5,922 | $203K |
| Greenleaf Trust | 0.00% | New | 5,897 | $202K |
| Truepoint, Inc. | 0.01% | New | 5,874 | $201K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 5,768 | $197K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $191K |
| Operose Advisors LLC | 0.06% | No change | 5,557 | $191K |
| Sandy Spring Bank | 0.01% | Add +0.3% | 5,533 | $190K |
| Ridgewood Investments LLC | 0.09% | No change | 5,213 | $179K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,908 | $168K |
| Continuum Advisory, LLC | 0.02% | Add +7.1% | 4,605 | $164K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -6.1% | 4,675 | $160K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $154K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $150K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $138K |
| Avondale Wealth Management | 0.09% | No change | 4,000 | $137K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $133K |
| Bokf, NA | 0.00% | No change | 3,728 | $126K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 3,670 | $126K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,644 | $125K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +4.3% | 3,640 | $125K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 3,452 | $118K |
| Investors Research Corp | 0.02% | No change | 3,135 | $107K |
| Northwest Capital Management Inc | 0.04% | New | 3,078 | $106K |
| Global Wealth Strategies & Associates | 0.03% | Add +17.1% | 2,784 | $95K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $91K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $90K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.0% | 2,316 | $79K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -12.6% | 2,220 | $76K |
| Bfsg, LLC | 0.01% | New | 2,164 | $74K |
| Howe & Rusling Inc. | 0.01% | No change | 2,114 | $72K |
| Truvestments Capital LLC | 0.02% | New | 2,055 | $70K |
| Tucker Asset Management LLC | 0.02% | Add +0.3% | 1,971 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +4.3% | 1,956 | $67K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $60K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.2% | 1,233 | $42K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 1,126 | $39K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $37K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $35K |
| Fortitude Family Office, LLC | 0.01% | New | 1,001 | $34K |
| Studio Investment Management LLC | 0.01% | No change | 846 | $29K |
| S.A. Mason LLC | 0.02% | No change | 830 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 726 | $25K |
| ORG Partners LLC | 0.00% | New | 724 | $25K |
| Bank of Montreal | 0.00% | New | 696 | $24K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 682 | $23K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $22K |
| Belpointe Asset Management LLC | 0.00% | Add +0.3% | 399 | $14K |
| Quent Capital, LLC | 0.00% | Add +13.9% | 320 | $11K |
| Archer Investment Corp | 0.00% | No change | 308 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 211 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Abound Wealth Management | 0.00% | No change | 176 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | New | 169 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -34.8% | 161 | $6K |
| Global Financial Private Client, LLC | 0.00% | Add +23.8% | 130 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 120 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 120 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| 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.