Dimensional US Core Equity 2DFACETF
13F holders, Q4 2024 (December 31)999holders +140
61new positions
18sold out
2famous investors
$34.60avg. 13F price*
At the end of Q4 2024, 999 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 140 from Q3 2024. 61 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($1.6B) and Focus Partners Wealth ($1.3B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $42.0M |
| Exits | 18 | $14.4M |
All 13F filers, Q3 2024 → Q4 2024: 33,999,783 shares bought and 15,012,484 shares sold, net +18,987,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 999 holders
| Envestnet Asset Management Inc. | 0.64% | Add +1.2% | 57,262,699 | $2.0B |
| Mercer Global Advisors Inc. | 3.92% | Reduce -7.2% | 46,498,436 | $1.6B |
| Focus Partners Wealth | 3.50% | Add +0.3% | 38,830,362 | $1.3B |
| Forum Financial Management, LP | 21.54% | Reduce -0.0% | 37,575,502 | $1.3B |
| LPL Financial LLC | 0.26% | Add +2.4% | 18,164,170 | $628.3M |
| Focus Partners Advisor Solutions, LLC | 9.39% | Add +22.8% | 16,090,152 | $556.6M |
| Apella Capital, LLC | 14.06% | Add +20.3% | 10,595,895 | $366.5M |
| Plancorp, LLC | 14.91% | Reduce -1.1% | 10,493,110 | $363.0M |
| Commonwealth Equity Services, LLC | 0.52% | Add +5.3% | 10,282,671 | $355.7M |
| Rockwood Wealth Management, LLC | 36.35% | Add +4.0% | 9,718,387 | $336.6M |
| SJS Investment Consulting Inc. | 54.52% | Add +1.1% | 9,128,342 | $315.7M |
| Savant Capital, LLC | 2.40% | Reduce -8.6% | 8,819,732 | $305.1M |
| Wealthspire Advisors, LLC | 2.74% | Add +0.9% | 7,976,206 | $275.9M |
| Geometric Wealth Advisors | 47.17% | Add +2.3% | 7,498,771 | $259.4M |
| Greenspring Advisors, LLC | 55.72% | Add +0.9% | 7,382,295 | $255.4M |
| Monograph Wealth Advisors, LLC | 30.37% | Reduce -0.9% | 6,641,206 | $229.7M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.3% | 6,281,462 | $217.3M |
| Heritage Financial Services, LLC | 27.87% | Reduce -1.6% | 6,067,932 | $209.9M |
| Capstone Financial Advisors, Inc. | 11.86% | Add +0.1% | 5,551,570 | $192.0M |
| GeoWealth Management, LLC | 6.07% | Add +118.8% | 5,363,687 | $185.5M |
| Corient Private Wealth LP | 0.30% | Reduce -1.2% | 5,301,189 | $183.4M |
| Modera Wealth Management, LLC | 2.16% | Reduce -0.2% | 5,168,207 | $178.8M |
| Jackson Thornton Wealth Management, LLC | 21.95% | Add +2.9% | 5,020,164 | $173.6M |
| Hill Investment Group Partners, LLC | 22.98% | Reduce -1.7% | 4,957,512 | $171.5M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +7.4% | 4,827,737 | $167.0M |
| Stratos Investment Management, LLC | 10.02% | Add +53.9% | 4,819,689 | $166.7M |
| Wealthstream Advisors, Inc. | 30.54% | Add +5.9% | 4,781,894 | $165.4M |
| Bank of America Corp. | 0.01% | Add +11.3% | 4,643,819 | $160.6M |
| Baird Financial Group, Inc. | 0.31% | Add +0.3% | 4,638,973 | $160.5M |
| Pure Financial Advisors, LLC | 3.55% | Reduce -2.3% | 4,514,586 | $156.2M |
| NewEdge Advisors, LLC | 0.92% | Reduce -3.7% | 4,410,112 | $152.5M |
| Allworth Financial LP | 0.83% | Add +5.2% | 4,208,979 | $151.3M |
| Cerity Partners LLC | 0.31% | Reduce -0.3% | 4,176,321 | $144.5M |
| Cardiff Park Advisors, LLC | 13.72% | Reduce -1.4% | 4,158,469 | $143.8M |
| TFO Wealth Partners, LLC | 67.76% | Reduce -2.2% | 4,125,815 | $142.7M |
| Austin Asset Management Co Inc | 29.63% | Reduce -1.8% | 4,114,301 | $142.3M |
| Evanson Asset Management, LLC | 9.58% | Add +0.8% | 4,042,863 | $139.8M |
| Asset Dedication, LLC | 10.98% | Add +2.8% | 4,034,546 | $139.6M |
| Essential Planning, LLC. | 0.90% | Add +6720.0% | 3,940,670 | $138.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.08% | Add +13.3% | 3,943,635 | $136.4M |
| Triune Financial Partners, LLC | 40.45% | Add +0.3% | 3,714,327 | $128.5M |
| Vestmark Advisory Solutions, Inc. | 4.34% | Add +4.9% | 3,643,519 | $126.0M |
| McGlone Suttner Wealth Management, Inc. | 20.54% | Add +28.5% | 3,557,104 | $123.0M |
| Raymond James Financial Inc. | 0.05% | — | 3,533,067 | $122.2M |
| Syverson Strege & Co | 39.64% | Add +0.3% | 3,436,676 | $118.9M |
| Symmetry Partners, LLC | 16.89% | Add +85.6% | 3,433,982 | $118.8M |
| Onyx Financial Advisors, LLC | 63.98% | Add +0.0% | 3,371,775 | $116.6M |
| Mariner, LLC | 0.19% | Reduce -1.0% | 3,300,768 | $114.2M |
| OneDigital Investment Advisors LLC | 1.31% | Add +4.0% | 3,262,620 | $112.9M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +50.2% | 3,247,005 | $112.3M |
| Burton Enright Welch | 23.51% | Add +1.6% | 3,236,763 | $112.0M |
| JFS Wealth Advisors, LLC | 7.49% | Add +3.7% | 3,168,271 | $109.6M |
| United Wealth Management, LLC | 36.62% | — | 3,141,750 | $108.7M |
| Millburn Ridgefield LLC | 2.72% | Add +5.5% | 3,139,666 | $108.6M |
| Catalyst Capital Advisors LLC | 2.31% | Add +5.5% | 3,139,666 | $108.6M |
| Assetmark, Inc. | 0.29% | Reduce -2.5% | 3,078,427 | $106.5M |
| Conrad Siegel Investment Advisors, Inc. | 28.26% | Add +0.9% | 3,032,091 | $104.9M |
| Altiora Financial Group, LLC | 22.80% | Reduce -2.7% | 3,028,985 | $104.8M |
| DecisionPoint Financial, LLC | 31.69% | Add +4.9% | 2,998,798 | $103.7M |
| Integrated Wealth Concepts LLC | 1.20% | Reduce -4.5% | 2,973,630 | $102.9M |
| New Capital Management LP | 29.92% | Reduce -0.0% | 2,957,919 | $102.3M |
| Core Wealth Management, Inc. | 39.91% | Reduce -2.6% | 2,952,458 | $102.1M |
| Meridian Wealth Partners, LLC | 15.04% | Reduce -1.0% | 2,866,625 | $99.2M |
| BetterWealth, LLC | 27.14% | Reduce -2.6% | 2,848,350 | $98.5M |
| Zhang Financial LLC | 5.61% | Add +14.1% | 2,834,248 | $98.0M |
| Awm Capital, LLC | 11.46% | Reduce -1.1% | 2,707,056 | $93.6M |
| Royal Bank of Canada | 0.02% | Add +100.7% | 2,689,252 | $93.0M |
| Osaic Holdings, Inc. | 0.21% | Add +11.1% | 2,670,990 | $92.4M |
| RAM Investment Partners, LLC | 22.46% | Add +2.7% | 2,642,184 | $91.4M |
| Safeguard Investment Advisory Group, LLC | 24.43% | Add +1.6% | 2,574,471 | $89.1M |
| Warwick Investment Management, Inc. | 18.27% | Reduce -4.5% | 2,564,113 | $88.7M |
| Park Avenue Securities LLC | 0.91% | Add +12.1% | 2,550,422 | $88.2M |
| LRI Investments, LLC | 8.16% | Add +0.5% | 2,483,760 | $85.9M |
| Porter White Investment Advisors, Inc. | 43.55% | Reduce -1.3% | 2,482,241 | $85.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.96% | Reduce -10.1% | 2,456,148 | $85.0M |
| Eaton-Cambridge Inc. | 35.88% | Reduce -0.2% | 2,324,970 | $80.4M |
| Waypoint Wealth Partners Inc. | 21.75% | Reduce -4.3% | 2,305,394 | $79.7M |
| Heritage Investment Group, Inc. | 14.88% | Add +0.7% | 2,304,951 | $79.7M |
| Creative Planning | 0.08% | Reduce -2.1% | 2,297,986 | $79.5M |
| von Borstel & Associates, Inc. | 30.84% | Add +43.5% | 2,277,491 | $78.8M |
| Betterment LLC | 0.19% | Add +7.4% | 2,270,295 | $78.5M |
| Warburton Capital Management, LLC | 58.77% | — | 2,262,709 | $78.3M |
| Grand Wealth Management, LLC | 42.05% | Add +2.6% | 2,181,319 | $75.5M |
| BCU Wealth Advisors, LLC | 42.83% | Add +1.2% | 2,167,517 | $75.0M |
| Rockbridge Investment Management, LCC | 9.58% | Add +7.6% | 2,160,599 | $74.7M |
| Ruedi Wealth Management, Inc. | 23.39% | Reduce -0.6% | 2,142,194 | $74.1M |
| Kestra Advisory Services, LLC | 0.40% | Add +17.1% | 2,124,373 | $73.5M |
| WorthPointe, LLC | 29.95% | Reduce -2.3% | 2,084,014 | $72.1M |
| ShankerValleau Wealth Advisors, Inc. | 23.01% | Reduce -3.2% | 2,071,915 | $71.7M |
| SC&H Financial Advisors, Inc. | 14.75% | Add +3.4% | 2,064,247 | $71.4M |
| Verisail Partners, LLC | 33.36% | — | 2,060,648 | $71.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.37% | Reduce -4.3% | 2,047,599 | $70.8M |
| Merriman Wealth Management, LLC | 2.94% | Reduce -3.5% | 2,044,028 | $70.7M |
| Claris Advisors, LLC / Mo / | 26.53% | Add +23.3% | 2,039,548 | $70.5M |
| Cetera Investment Advisers | 0.15% | Add +10.8% | 2,029,141 | $70.2M |
| Planning Center, Inc. | 8.88% | Reduce -2.3% | 2,022,821 | $70.0M |
| TCI Wealth Advisors, Inc. | 5.78% | Add +3.7% | 2,001,392 | $69.2M |
| Keb Asset Management, LLC | 19.76% | Add +3.8% | 1,984,798 | $68.7M |
| ARK & TLK Investments, LLC | 23.64% | Add +2.1% | 1,967,119 | $68.0M |
| Sax Wealth Advisors, LLC | 5.30% | Reduce -1.2% | 1,956,335 | $67.7M |
| Private Advisor Group, LLC | 0.37% | Add +19.1% | 1,904,283 | $65.9M |
| Andrews, Lucia Wealth Management LLC | 43.67% | Reduce -0.7% | 1,906,971 | $65.4M |
| Monument Group Wealth Advisors, LLC | 45.70% | Reduce -17.5% | 1,866,160 | $64.6M |
| Tillman Hartley LLC | 18.27% | Add +0.1% | 1,838,497 | $63.6M |
| Baker Boyer National Bank | 21.43% | Reduce -1.2% | 1,793,251 | $62.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.98% | Add +0.5% | 1,776,952 | $61.5M |
| Brighton Jones LLC | 1.75% | Add +14.8% | 1,749,670 | $60.5M |
| Sensible Money, LLC | 26.14% | Add +1.7% | 1,724,030 | $59.6M |
| Comerica Bank | 0.24% | Reduce -3.9% | 1,721,618 | $59.6M |
| Shearwater Capital LLC | 39.75% | Reduce -0.0% | 1,693,407 | $58.6M |
| Adero Partners, LLC | 3.72% | Reduce -1.1% | 1,670,455 | $57.8M |
| Vance Wealth, LLC | 21.79% | Reduce -2.3% | 1,631,220 | $56.4M |
| Perigon Wealth Management, LLC | 1.39% | Reduce -0.1% | 1,601,553 | $56.4M |
| Mattern Wealth Management LLC | 12.42% | Add +4.3% | 1,628,444 | $56.3M |
| Master's Wealth Management Inc. | 30.03% | — | 1,625,844 | $56.2M |
| Capstone Capital LLC | 45.80% | Add +3.8% | 1,618,711 | $56.0M |
| Chico Wealth RIA | 48.19% | Add +2.8% | 1,593,574 | $55.1M |
| Earned Wealth Advisors, LLC | 17.55% | Reduce -0.9% | 1,586,370 | $54.9M |
| UBS Group AG | 0.01% | Reduce -51.2% | 1,586,050 | $54.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 1,545,685 | $53.5M |
| Prudent Man Investment Management, Inc. | 28.76% | — | 1,502,359 | $52.0M |
| Hippocratic Financial Advisors, LLC | 35.94% | — | 1,494,873 | $51.7M |
| Ballentine Capital Advisors, Inc | 26.70% | Reduce -1.5% | 1,490,466 | $51.6M |
| True Wealth Design, LLC | 19.89% | Reduce -1.4% | 1,481,642 | $51.2M |
| Grunden Financial Advisory, Inc. | 24.26% | Add +1.5% | 1,452,400 | $50.2M |
| MML Investors Services, LLC | 0.17% | Reduce -0.0% | 1,450,113 | $50.2M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -25.9% | 1,429,914 | $49.5M |
| Creative Capital Management Investments LLC | 20.60% | Add +1.3% | 1,424,681 | $49.3M |
| Efficient Advisors, LLC | 3.14% | Reduce -0.1% | 1,412,002 | $48.8M |
| Glassman Wealth Services | 7.80% | Add +4.1% | 1,339,754 | $46.3M |
| Client 1ST Advisory Group, LLC | 17.56% | Add +0.2% | 1,319,628 | $45.6M |
| One Degree Advisors Inc | 18.48% | Add +2.7% | 1,270,603 | $45.4M |
| Lauterbach Financial Advisors, LLC | 26.95% | Reduce -1.2% | 1,283,881 | $44.4M |
| Beacon Pointe Advisors, LLC | 0.49% | Reduce -12.3% | 1,270,028 | $43.9M |
| Northwest Wealth Management, LLC | 9.30% | Add +1.3% | 1,269,004 | $43.9M |
| RS Crum Inc. | 10.82% | Add +2.3% | 1,267,474 | $43.8M |
| Parkshore Wealth Management, Inc. | 25.92% | — | 1,245,998 | $43.1M |
| Straight Path Wealth Management | 17.03% | Add +2.9% | 1,244,368 | $43.0M |
| Applied Capital LLC | 21.84% | Add +0.7% | 1,229,513 | $42.5M |
| Morton Capital Management LLC | 7.95% | Add +2.2% | 1,218,070 | $42.1M |
| Austin Wealth Management, LLC | 8.64% | Reduce -5.4% | 1,175,354 | $41.7M |
| WNY Asset Management, LLC | 5.16% | Add +11.5% | 1,204,351 | $41.7M |
| Trust Co of the South | 8.48% | Add +1.7% | 1,203,586 | $41.6M |
| Bannerman Wealth Management Group, LLC | 33.88% | — | 1,184,738 | $41.0M |
| EP Wealth Advisors, LLC | 0.33% | Add +21.1% | 1,183,027 | $40.9M |
| Rather & Kittrell, Inc. | 9.55% | Reduce -1.1% | 1,174,343 | $40.6M |
| Cherrydale Wealth Management, LLC | 15.54% | Add +0.4% | 1,160,956 | $40.2M |
| Vannoy Advisory Group, Inc. | 29.70% | Reduce -2.4% | 1,154,674 | $39.9M |
| Bayshore Asset Management, LLC | 18.12% | Reduce -1.4% | 1,140,463 | $39.4M |
| Midwest Heritage Bank, FSB | 18.14% | Add +0.5% | 1,130,460 | $39.1M |
| Cypress Point Wealth Management, LLC | 12.09% | Add +9.7% | 1,122,198 | $38.8M |
| Wealth Advisors Northwest LLC | 26.40% | — | 1,120,522 | $38.8M |
| Financial Symmetry Inc | 26.03% | Add +6.2% | 1,110,258 | $38.4M |
| Vested Financial Planning, LLC | 36.04% | — | 1,099,986 | $38.0M |
| Red Lighthouse Investment Management, LLC | 14.88% | Reduce -0.8% | 1,087,218 | $37.6M |
| Dynamic Advisor Solutions LLC | 1.63% | Add +2.3% | 1,087,028 | $37.6M |
| Equitable Holdings, Inc. | 0.35% | Add +0.8% | 1,071,510 | $37.1M |
| PBMares Wealth Management LLC | 7.57% | Add +1.3% | 1,071,199 | $37.1M |
| North Ridge Wealth Advisors, Inc. | 25.17% | Reduce -2.1% | 1,051,307 | $36.4M |
| Bridge Generations Wealth Management LLC | 23.55% | — | 1,030,895 | $35.7M |
| Trellis Wealth Advisors LLC | 17.66% | Add +1.5% | 1,015,311 | $35.1M |
| Passive Capital Management, LLC. | 12.32% | Add +3.0% | 1,011,762 | $35.0M |
| Chicago Partners Investment Group LLC | 1.10% | Reduce -0.2% | 952,316 | $33.2M |
| Vestment Financial LLC | 25.33% | — | 953,698 | $33.1M |
| Dopkins Wealth Management, LLC | 16.75% | Add +8.9% | 950,604 | $32.9M |
| Great Valley Advisor Group, Inc. | 0.73% | Reduce -15.9% | 937,439 | $32.4M |
| IFG Advisory, LLC | 1.84% | Add +2.5% | 936,061 | $32.4M |
| Squire Investment Management Company, LLC | 14.18% | Add +3.0% | 931,555 | $32.2M |
| Private Wealth Management Group, LLC | 12.17% | Add +0.6% | 919,065 | $31.8M |
| Abel Hall, LLC | 20.14% | Reduce -0.1% | 913,685 | $31.6M |
| Liberty Wealth Management LLC | 5.23% | Reduce -0.5% | 907,090 | $31.4M |
| Watchman Group, Inc. | 8.20% | Reduce -1.3% | 903,227 | $31.2M |
| WMS Partners, LLC | 1.74% | Reduce -0.1% | 895,595 | $31.0M |
| Arcadia Wealth Management, Inc. | 26.12% | — | 888,650 | $30.7M |
| DiNuzzo Private Wealth, Inc. | 3.85% | Reduce -4.5% | 879,895 | $30.4M |
| Discipline Wealth Solutions, LLC | 14.02% | Add +11.0% | 875,071 | $30.3M |
| Mather Group, Llc. | 0.38% | Reduce -3.1% | 847,448 | $29.3M |
| Peirce Capital Management, LLC | 14.91% | Reduce -2.3% | 839,984 | $29.1M |
| JP Wealth Management, Inc. | 21.31% | — | 838,892 | $29.0M |
| Captrust Financial Advisors | 0.08% | Add +4.8% | 837,566 | $29.0M |
| Truist Financial Corp. | 0.04% | Reduce -9.2% | 826,758 | $28.6M |
| Strathmore Capital Advisors, Inc. | 20.64% | — | 820,214 | $28.4M |
| Beacon Financial Strategies CORP | 18.90% | Reduce -0.0% | 817,716 | $28.3M |
| UMB Bank, n.a. | 0.44% | Reduce -1.3% | 810,884 | $28.0M |
| Wolfstich Capital, LLC | 24.70% | — | 805,473 | $27.9M |
| FMB Wealth Management | 15.66% | Add +9.3% | 803,720 | $27.8M |
| Phillips Financial Management, LLC | 2.17% | Reduce -3.4% | 797,898 | $27.6M |
| MilWealth Group LLC | 7.52% | Add +134.8% | 797,137 | $27.6M |
| Parker Financial LLC | 13.27% | Add +25.7% | 793,778 | $27.0M |
| Aspen Wealth Management LLC | 8.00% | Reduce -48.9% | 780,825 | $27.0M |
| Root Financial Partners, LLC | 3.33% | Reduce -3.6% | 777,582 | $26.9M |
| Lutz Financial Services LLC | 2.16% | Add +0.3% | 773,330 | $26.7M |
| Robertson Stephens Wealth Management, LLC | 0.95% | Reduce -1.5% | 770,575 | $26.7M |
| Cardinal Point Capital Management ULC | 4.17% | Add +6.3% | 760,192 | $26.3M |
| Vantage Point Financial LLC | 14.12% | — | 757,246 | $26.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.71% | Add +1.2% | 754,475 | $26.1M |
| Riverchase Wealth Management, LLC | 19.19% | — | 741,806 | $25.7M |
| HTG Investment Advisors, Inc. | 11.72% | Add +2.9% | 740,965 | $25.6M |
| Raffa Wealth Management, LLC | 5.96% | Add +7.1% | 740,125 | $25.6M |
| Momentous Wealth Management, Inc. | 21.07% | — | 734,630 | $25.4M |
| Aurelius Family Office LLC | 12.63% | — | 724,019 | $25.0M |
| Pacific Asset Management, LLC | 23.44% | — | 721,137 | $24.9M |
| BCO Wealth Management LLC | 20.63% | — | 717,246 | $24.8M |
| RCS Financial Planning, LLC | 13.16% | Add +6.0% | 714,780 | $24.7M |
| Schulz Wealth, LTD. | 18.85% | Add +0.7% | 709,743 | $24.6M |
| Mills Wealth Advisors LLC | 13.95% | Add +4.2% | 708,782 | $24.5M |
| Wealthcare Advisory Partners LLC | 0.68% | Add +6.2% | 706,932 | $24.5M |
| SwitchPoint Financial Planning, LLC | 23.13% | — | 698,476 | $24.2M |
| David Wealth Management LLC | 19.77% | — | 692,030 | $23.9M |
| Quarry Hill Advisors, LLC | 15.98% | Add +2.3% | 686,516 | $23.7M |
| Versant Capital Management, Inc | 5.12% | Add +0.4% | 686,301 | $23.7M |
| Babb Wealth Advisors LLC | 19.02% | — | 682,399 | $23.6M |
| Longview Financial Advisors LLC | 15.85% | — | 682,221 | $23.6M |
| American Capital Advisory, LLC | 13.06% | Add +4.5% | 681,821 | $23.6M |
| Cambridge Financial Group, LLC | 9.89% | Add +8.0% | 668,432 | $23.1M |
| Financial Alternatives, Inc | 15.59% | Add +4.7% | 639,220 | $22.1M |
| Cahill Financial Advisors Inc. | 2.99% | Reduce -6.8% | 638,752 | $22.1M |
| Kraft Asset Management, LLC | 16.89% | Reduce -8.0% | 621,110 | $21.9M |
| Trajan Wealth LLC | 1.21% | Reduce -3.4% | 629,278 | $21.8M |
| N.E.W. Advisory Services LLC | 2.03% | Reduce -0.1% | 618,349 | $21.4M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +10.7% | 609,152 | $21.1M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +10.7% | 609,152 | $21.1M |
| Fiduciary Financial Group, LLC | 4.51% | Add +3.1% | 599,856 | $20.6M |
| Legacy Financial Group, Inc. | 6.55% | Reduce -1.7% | 588,261 | $20.3M |
| SageOak Financial, LLC | 18.51% | — | 585,726 | $20.3M |
| Cwm, LLC | 0.08% | Reduce -6.1% | 581,516 | $20.1M |
| Hutchens & Kramer Investment Management Group, LLC | 10.89% | Add +4.7% | 579,947 | $20.1M |
| Avantax Planning Partners, Inc. | 0.71% | Reduce -1.3% | 572,251 | $19.8M |
| Geneos Wealth Management Inc. | 0.69% | Add +1.4% | 565,622 | $19.6M |
| Investment Advisory Group, LLC | 6.49% | Add +0.2% | 560,569 | $19.4M |
| Summit Wealth Group, LLC | 5.58% | Add +4.1% | 556,793 | $19.3M |
| CFS Investment Advisory Services, LLC | 1.72% | Reduce -4.4% | 553,361 | $19.1M |
| Cahill Wealth Management, LLC | 9.74% | Add +7.5% | 551,845 | $19.1M |
| JDH Wealth Management, LLC | 16.59% | — | 547,067 | $18.9M |
| LifeGuide Financial Advisors, LLC | 8.08% | Add +0.7% | 544,716 | $18.8M |
| Diversify Wealth Management, LLC | 1.43% | Add +4.7% | 532,854 | $18.3M |
| Financial Harvest, LLC | 15.42% | — | 528,275 | $18.3M |
| Daner Wealth Management, LLC | 13.38% | — | 507,031 | $18.2M |
| Pinnacle Financial Group, LLC / IL | 7.03% | Add +1.5% | 518,642 | $17.9M |
| Rehmann Capital Advisory Group | 1.11% | Reduce -10.9% | 506,001 | $17.5M |
| EverSource Wealth Advisors, LLC | 0.97% | Add +8.2% | 499,693 | $17.3M |
| Signature Resources Capital Management, LLC | 15.11% | Add +4.7% | 489,421 | $16.9M |
| Mission Wealth Management, LP | 0.39% | Add +356.5% | 479,164 | $16.6M |
| Hassell Wealth Management, LLC | 6.61% | Reduce -2.3% | 457,610 | $16.4M |
| Sequoia Financial Advisors, LLC | 0.16% | Add +39.5% | 469,552 | $16.2M |
| Merit Financial Group, LLC | 0.29% | Add +7.8% | 458,418 | $15.9M |
| Wealth Management Strategies, Inc. | 12.12% | — | 458,049 | $15.8M |
| Hemington Wealth Management | 3.98% | Reduce -1.5% | 457,037 | $15.8M |
| KOM Wealth Management Group, LLC | 11.63% | Add +11.0% | 455,196 | $15.7M |
| Cresset Asset Management, LLC | 0.08% | Reduce -5.1% | 454,744 | $15.7M |
| CVA Family Office, LLC | 2.48% | Reduce -20.0% | 452,154 | $15.6M |
| Parkworth Wealth Management, Inc. | 12.97% | — | 450,764 | $15.6M |
| Morgan Stanley | 0.00% | Add +5.3% | 443,968 | $15.4M |
| Firethorn Wealth Partners, LLC | 7.61% | Reduce -5.7% | 442,833 | $15.3M |
| Foundation Wealth Management, LLC\PA | 7.32% | — | 436,370 | $15.1M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 431,469 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +13.8% | 430,987 | $14.9M |
| Retirement Solution LLC | 3.88% | Add +8.5% | 428,747 | $14.8M |
| Capstone Wealth Management, LLC | 14.38% | — | 425,452 | $14.7M |
| AdvisorNet Financial, Inc | 1.23% | Add +12.5% | 424,342 | $14.7M |
| Keudell/Morrison Wealth Management | 3.70% | Reduce -0.4% | 410,208 | $14.2M |
| Corus Family Wealth Advisors | 9.51% | Add +1.5% | 408,245 | $14.1M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +2.8% | 406,563 | $14.1M |
| Strategic Investment Solutions, Inc. | 4.66% | Reduce -26.9% | 435,944 | $13.9M |
| Integrated Advisors Network LLC | 0.65% | Add +1.8% | 392,407 | $13.6M |
| Aerodigm Wealth, LLC | 7.93% | Reduce -4.5% | 383,779 | $13.3M |
| Cravens & Co Advisors, LLC | 9.89% | Add +1.5% | 375,545 | $13.0M |
| Regions Financial Corp. | 0.10% | Reduce -0.1% | 375,411 | $13.0M |
| Visionary Wealth Advisors | 0.76% | Add +14.0% | 372,579 | $12.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +43.7% | 357,036 | $12.3M |
| RFG Advisory, LLC | 0.35% | Reduce -11.0% | 355,740 | $12.3M |
| Family Office Research LLC | 5.31% | — | 350,286 | $12.1M |
| Great Waters Wealth Management | 1.53% | Reduce -1.1% | 345,842 | $12.0M |
| Scratch Capital LLC | 14.50% | — | 343,241 | $11.9M |
| Knightsbridge Asset Management, LLC | 2.77% | Add +2.3% | 340,857 | $11.8M |
| Five Oceans Advisors | 5.40% | Add +1.0% | 340,297 | $11.8M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +12.4% | 338,529 | $11.7M |
| Winthrop Advisory Group LLC | 1.40% | Reduce -0.7% | 337,692 | $11.7M |
| Tru Independence Asset Management 2, LLC | 9.72% | Add +15.6% | 337,478 | $11.7M |
| Silver Oak Advisory Group, Inc. | 6.17% | Reduce -1.5% | 337,363 | $11.7M |
| Cherry Tree Wealth Management, LLC | 2.85% | Reduce -3.3% | 332,680 | $11.5M |
| Melfa Wealth Management, Inc. | 7.38% | Add +0.1% | 318,939 | $11.0M |
| tru Independence LLC | 3.43% | Add +2.8% | 316,069 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -9.5% | 313,568 | $10.8M |
| Oceanside Advisors LLC | 8.08% | Add +0.8% | 313,212 | $10.8M |
| SageView Advisory Group, LLC | 0.46% | Reduce -2.1% | 310,332 | $10.7M |
| Avion Wealth | 2.76% | Reduce -5.4% | 310,246 | $10.7M |
| Farther Finance Advisors, LLC | 0.39% | Add +29.3% | 308,917 | $10.7M |
| Cedar Wealth Management, LLC | 3.78% | No change | 302,298 | $10.5M |
| Two West Capital Advisors LLC | 8.77% | Add +3.1% | 295,789 | $10.2M |
| Great Lakes Retirement, Inc. | 1.31% | Reduce -3.1% | 293,341 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +71.4% | 289,831 | $10.0M |
| Nwam LLC | 0.62% | Reduce -0.3% | 289,422 | $10.0M |
| Forthright Family Wealth Advisory LLC | 6.48% | Add +8.2% | 288,127 | $10.0M |
| Rf&l Wealth Management, LLC | 7.03% | Reduce -1.2% | 287,508 | $9.9M |
| Aspiriant, LLC | 0.35% | Add +0.0% | 282,036 | $9.8M |
| Sterling Wealth Management, Inc. | 3.59% | Reduce -0.1% | 280,982 | $9.7M |
| McLean Asset Management Corp | 2.91% | Reduce -1.3% | 280,105 | $9.7M |
| Vestia Personal Wealth Advisors | 7.96% | Add +10.8% | 279,584 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Reduce -4.0% | 277,631 | $9.6M |
| Websterrogers Financial Advisors, LLC | 3.28% | Reduce -3.5% | 273,392 | $9.5M |
| Red Wave Investments LLC | 3.31% | Reduce -0.3% | 273,245 | $9.5M |
| Waterfront Wealth Inc. | 2.29% | Add +0.2% | 271,983 | $9.4M |
| XY Planning Network, Inc. | 6.98% | — | 268,631 | $9.3M |
| Fort Point Capital Partners LLC | 1.03% | Add +0.9% | 266,154 | $9.2M |
| Investmark Advisory Group LLC | 4.48% | Add +12.1% | 264,363 | $9.1M |
| Gemmer Asset Management LLC | 0.86% | Add +1.0% | 253,511 | $8.8M |
| Rappaport Reiches Capital Management, LLC | 2.23% | Reduce -0.3% | 249,810 | $8.6M |
| AQR Capital Management | 0.01% | Add +27.3% | 246,409 | $8.5M |
| Entrewealth, LLC | 7.87% | — | 250,600 | $8.5M |
| Poinciana Advisors Group, LLC | 8.60% | — | 245,212 | $8.5M |
| Criterion Capital Advisors, LLC | 5.26% | No change | 259,367 | $8.4M |
| FMR LLC | 0.00% | Add +10.2% | 238,471 | $8.2M |
| Legacy Advisors, LLC | 0.80% | No change | 238,363 | $8.2M |
| Arista Wealth Management, LLC | 1.95% | Add +0.0% | 235,660 | $8.2M |
| Sutton Place Investors LLC | 4.66% | Reduce -1.7% | 232,785 | $8.1M |
| Conquis Financial LLC | 8.21% | — | 231,997 | $8.0M |
| Factor Wealth Management LTD | 2.66% | — | 231,536 | $8.0M |
| Freedom Financial Partners LLC | 3.81% | — | 228,508 | $7.9M |
| Global Retirement Partners, LLC | 0.22% | Add +4.1% | 225,853 | $7.8M |
| Smartleaf Asset Management LLC | 0.80% | Add +6.8% | 225,487 | $7.8M |
| AssuredPartners Investment Advisors, LLC | 1.51% | — | 224,092 | $7.8M |
| KG Capital Management | 2.46% | Reduce -26.1% | 221,554 | $7.7M |
| Tortoise Investment Management, LLC | 0.80% | Reduce -0.7% | 219,055 | $7.6M |
| Mesirow Financial Investment Management, Inc. | 0.15% | Add +3.2% | 218,620 | $7.6M |
| Physician Wealth Solutions Inc. | 3.71% | Reduce -0.5% | 213,980 | $7.4M |
| CGN Advisors LLC | 0.72% | Reduce -8.7% | 212,953 | $7.4M |
| Morris Financial Concepts, Inc. | 3.10% | Reduce -0.1% | 208,720 | $7.2M |
| Cary Street Partners Financial LLC | 0.23% | — | 207,478 | $7.2M |
| Bridgewater Advisors Inc. | 0.75% | Reduce -0.8% | 206,535 | $7.2M |
| Aveo Capital Partners, LLC | 0.78% | Reduce -0.8% | 204,931 | $7.1M |
| Optima Capital LLC | 4.88% | — | 204,675 | $7.1M |
| PFG Advisors | 0.43% | Add +3.0% | 204,135 | $7.1M |
| Townsquare Capital LLC | 0.08% | Add +8.6% | 199,338 | $6.9M |
| Financial Insights, Inc. | 2.65% | Reduce -16.0% | 198,474 | $6.9M |
| Montis Financial, LLC | 2.10% | Add +181.9% | 196,899 | $6.8M |
| Berger Financial Group, Inc | 0.47% | Add +3183.2% | 194,663 | $6.7M |
| USAdvisors Wealth Management, LLC | 2.15% | Reduce -0.9% | 191,462 | $6.6M |
| Kaufman Rossin Wealth, LLC | 6.70% | — | 188,090 | $6.5M |
| IFG Advisors, LLC | 1.29% | Add +15.3% | 187,747 | $6.5M |
| CreativeOne Wealth, LLC | 0.20% | Add +1.7% | 186,370 | $6.4M |
| Nicholas Hoffman & Company, LLC. | 0.25% | Reduce -0.5% | 182,255 | $6.3M |
| Millstone Evans Group, LLC | 4.12% | — | 174,726 | $6.0M |
| Fiducient Advisors LLC | 0.73% | Add +0.3% | 170,533 | $5.9M |
| VSM Wealth Advisory, LLC | 2.07% | — | 167,697 | $5.8M |
| McCarthy Asset Management, Inc. | 4.07% | Reduce -10.7% | 166,785 | $5.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.0% | 164,596 | $5.7M |
| Citizens & Northern Corp. | 1.55% | No change | 163,552 | $5.7M |
| BlueSky Wealth Advisors, LLC | 0.88% | No change | 163,179 | $5.6M |
| HMV Wealth Advisors, LLC | 5.61% | — | 162,038 | $5.6M |
| Valued Wealth Advisors LLC | 3.51% | Reduce -8.0% | 161,878 | $5.6M |
| Ariadne Wealth Management, LP | 2.54% | Add +1.0% | 155,519 | $5.6M |
| Venture Visionary Partners LLC | 0.24% | Reduce -4.5% | 160,333 | $5.5M |
| Sowell Financial Services LLC | 0.29% | Reduce -86.0% | 159,902 | $5.5M |
| Financial Counselors Inc. | 0.08% | Reduce -0.4% | 158,314 | $5.5M |
| Abacus Wealth Partners, LLC | 0.81% | Reduce -1.3% | 156,942 | $5.4M |
| Apollon Wealth Management, LLC | 0.12% | Add +0.7% | 155,201 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.89% | Reduce -3.1% | 151,821 | $5.3M |
| Willow Creek Wealth Management Inc. | 0.53% | Add +2.2% | 151,524 | $5.2M |
| Running Point Capital Advisors, LLC | 1.78% | Reduce -0.7% | 150,040 | $5.2M |
| Black Point Wealth Management | 5.99% | Add +10.7% | 149,798 | $5.2M |
| M Wealth Management, LLC | 4.70% | — | 148,814 | $5.1M |
| Integrity Wealth Solutions LLC | 2.87% | Add +0.0% | 148,330 | $5.1M |
| Heritage Wealth Management, Inc. | 4.37% | Reduce -6.0% | 147,850 | $5.1M |
| Financial Council, LLC | 2.63% | Add +3.1% | 147,695 | $5.1M |
| Cassady Schiller Wealth Management, LLC | 1.86% | Reduce -2.4% | 146,892 | $5.1M |
| Hutchinson Capital Management | 0.94% | Reduce -3.9% | 144,562 | $5.0M |
| Acorn Wealth Advisors, LLC | 2.01% | Add +1081.0% | 140,768 | $4.9M |
| Copperleaf Capital, LLC | 3.08% | Add +3.6% | 140,459 | $4.9M |
| First Financial Group Corp | 5.35% | — | 139,800 | $4.8M |
| GEM Asset Management, LLC | 2.69% | Add +0.3% | 139,350 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +0.6% | 138,684 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -7.0% | 138,127 | $4.8M |
| Western Wealth Management, LLC | 0.26% | Reduce -1.4% | 137,622 | $4.8M |
| WPWealth LLP | 0.96% | Add +20.7% | 136,305 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +87.3% | 130,944 | $4.6M |
| Prospect Financial Group LLC | 5.61% | — | 131,932 | $4.6M |
| MAI Capital Management | 0.03% | Reduce -15.8% | 130,960 | $4.5M |
| Vista Capital Partners, Inc. | 0.52% | Reduce -26.5% | 129,190 | $4.5M |
| Caerus Investment Advisors, LLC | 4.11% | Add +0.1% | 126,370 | $4.4M |
| Private Trust Co. NA | 0.45% | Reduce -9.3% | 125,363 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.5% | 125,120 | $4.3M |
| Alpha Financial Advisors, LLC | 1.95% | Reduce -1.4% | 124,734 | $4.3M |
| Krilogy Financial LLC | 0.29% | Reduce -0.1% | 124,288 | $4.3M |
| Wealth Architects, LLC | 0.48% | Add +1.9% | 124,051 | $4.3M |
| Stone Summit Wealth LLC | 1.43% | Reduce -1.0% | 122,778 | $4.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.04% | Reduce -1.1% | 121,738 | $4.2M |
| Mutual Advisors, LLC | 0.12% | Add +1.4% | 119,520 | $4.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -39.2% | 120,240 | $4.2M |
| Edge Financial Advisors LLC | 3.71% | Add +64.0% | 120,121 | $4.2M |
| Austin Private Wealth, LLC | 0.38% | New | 118,361 | $4.1M |
| Baring Financial LLC | 3.65% | — | 118,262 | $4.1M |
| Callan Capital, LLC | 0.30% | Reduce -4.9% | 117,828 | $4.1M |
| Samalin Investment Counsel, LLC | 1.75% | Reduce -15.6% | 117,537 | $4.1M |
| Arbor Wealth Advisors LLC | 3.61% | No change | 117,251 | $4.1M |
| Nicolet Advisory Services, LLC | 0.37% | Reduce -0.3% | 118,009 | $4.1M |
| Everest Private Wealth | 3.47% | — | 114,049 | $3.9M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -19.9% | 113,241 | $3.9M |
| TCFG Wealth Management, LLC | 1.95% | Add +1.4% | 111,130 | $3.8M |
| Index Fund Advisors, Inc. | 0.21% | Reduce -0.2% | 110,575 | $3.8M |
| Lakeridge Wealth Management LLC | 1.98% | Add +14.6% | 110,559 | $3.8M |
| Curio Wealth, LLC | 2.05% | — | 110,019 | $3.8M |
| Beckerman Institutional, LLC | 2.99% | Add +7.1% | 107,989 | $3.7M |
| Citigroup Inc. | 0.00% | Add +131.1% | 103,998 | $3.6M |
| Northeast Planning Associates, Inc. / NH / | 3.72% | — | 103,799 | $3.6M |
| Keystone Financial Group, Inc. | 2.87% | — | 102,377 | $3.5M |
| Vanguard Group Inc. | 0.00% | Reduce -4.3% | 102,064 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -2.6% | 101,662 | $3.5M |
| Retirement Planning Group, LLC | 0.18% | Add +0.0% | 100,641 | $3.5M |
| Caprock Group, LLC | 0.11% | Reduce -2.5% | 100,387 | $3.5M |
| C M Bidwell & Associates Ltd. | 2.08% | Reduce -4.9% | 98,800 | $3.4M |
| Davis R M Inc. | 0.07% | New | 98,554 | $3.4M |
| Mowery & Schoenfeld Wealth Management, LLC | 6.61% | Reduce -54.5% | 98,209 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +53.4% | 97,917 | $3.4M |
| Aprio Wealth Management, LLC | 0.49% | Reduce -1.1% | 97,537 | $3.4M |
| Quantinno Capital Management LP | 0.03% | No change | 97,525 | $3.4M |
| Werba Rubin Papier Wealth Management | 0.79% | Add +0.2% | 97,312 | $3.4M |
| Arax Advisory Partners | 0.21% | New | 95,882 | $3.3M |
| Advisors Capital Management, LLC | 0.05% | Reduce -0.5% | 95,870 | $3.3M |
| Tranquilli Financial Advisor LLC | 2.08% | Reduce -0.3% | 95,127 | $3.3M |
| Buttonwood Financial Advisors Inc. | 1.45% | Reduce -7.2% | 95,110 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.06% | Add +1.5% | 94,373 | $3.3M |
| Level Four Advisory Services, LLC | 0.13% | Reduce -0.0% | 93,820 | $3.2M |
| Note Advisors, LLC | 2.83% | — | 92,395 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.1% | 92,001 | $3.2M |
| Freestone Capital Holdings, LLC | 0.11% | No change | 91,975 | $3.2M |
| Prosperity Planning, Inc. | 1.45% | Reduce -3.1% | 91,903 | $3.2M |
| Wealthspan Partners, LLC | 1.49% | Reduce -4.4% | 90,261 | $3.1M |
| 1900 Wealth Management LLC | 0.26% | Reduce -10.0% | 89,968 | $3.1M |
| LJI Wealth Management, LLC | 0.61% | Reduce -0.5% | 89,228 | $3.1M |
| 25 LLC | 1.29% | Add +1.8% | 88,190 | $3.1M |
| Aegis Wealth Management LLC | 2.06% | — | 88,032 | $3.0M |
| WestHill Financial Advisors, Inc. | 0.68% | No change | 87,118 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +22.1% | 86,821 | $3.0M |
| Accredited Investor Services, LLC | 2.39% | — | 86,455 | $3.0M |
| Concord Wealth Partners | 0.48% | Add +0.2% | 85,411 | $3.0M |
| Parkside Advisors LLC | 0.69% | Reduce -0.8% | 84,709 | $2.9M |
| Nautilus Advisors LLC | 2.29% | — | 82,994 | $2.9M |
| Financial Advocates Investment Management | 0.16% | Reduce -4.2% | 82,560 | $2.9M |
| Choreo, LLC | 0.04% | No change | 82,493 | $2.9M |
| Renaissance Technologies | 0.00% | New | 81,600 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.9% | 80,739 | $2.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.1% | 80,376 | $2.8M |
| Atwater Malick LLC | 0.91% | Add +0.3% | 78,850 | $2.7M |
| Intelligent Financial Strategies | 1.48% | Add +0.0% | 77,143 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | No change | 76,860 | $2.7M |
| Seneschal Advisors, LLC | 2.21% | — | 76,465 | $2.6M |
| AE Wealth Management LLC | 0.02% | Reduce -29.0% | 76,395 | $2.6M |
| Clarity Capital Advisors, LLC | 1.76% | Add +0.0% | 76,178 | $2.6M |
| WealthCollab, LLC | 1.66% | Reduce -3.7% | 74,830 | $2.6M |
| Orion Capital Management LLC | 1.12% | Reduce -1.7% | 73,486 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -9.6% | 73,169 | $2.5M |
| Baker Avenue Asset Management, LP | 0.08% | No change | 72,633 | $2.5M |
| Signet Financial Management, LLC | 0.32% | Reduce -1.2% | 72,356 | $2.5M |
| Liberty Capital Management, Inc. | 0.56% | No change | 72,322 | $2.5M |
| Marietta Wealth Management, LLC | 0.36% | No change | 72,158 | $2.5M |
| Yarger Wealth Strategies, LLC | 1.42% | Reduce -21.8% | 70,972 | $2.5M |
| HFG Wealth Management, LLC | 1.58% | Reduce -4.3% | 71,210 | $2.4M |
| Sanctuary Wealth Management, L.L.C. | 1.58% | Reduce -0.1% | 68,839 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.81% | No change | 68,560 | $2.4M |
| KM Capital Management Ltd. | 1.19% | Add +0.3% | 66,647 | $2.3M |
| Main Street Financial Solutions, LLC | 0.23% | Add +17.1% | 66,542 | $2.3M |
| Seaside Wealth Management, Inc. | 0.84% | Reduce -0.1% | 66,410 | $2.3M |
| Strategent Financial, LLC | 2.28% | — | 66,256 | $2.3M |
| American Financial Advisors, LLC | 0.32% | No change | 66,201 | $2.3M |
| MB Generational Wealth, LLC | 1.66% | Reduce -6.8% | 65,418 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 65,258 | $2.3M |
| Sage Mountain Advisors LLC | 0.16% | No change | 64,523 | $2.2M |
| Great Oak Capital Partners, LLC | 0.74% | Reduce -17.0% | 63,928 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +18.1% | 63,106 | $2.2M |
| Future You Wealth LLC | 1.53% | — | 62,617 | $2.2M |
| Keener Financial Planning LLC | 1.28% | Add +155.1% | 62,582 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +19.1% | 62,364 | $2.2M |
| Aviance Capital Partners, LLC | 0.30% | Reduce -1.9% | 62,364 | $2.2M |
| Savvy Advisors, Inc. | 0.26% | Reduce -18.5% | 61,356 | $2.1M |
| RB Capital Management, LLC | 0.52% | Add +0.8% | 61,208 | $2.1M |
| Cornerstone Wealth Group, LLC | 0.17% | No change | 60,946 | $2.1M |
| Family Wealth Partners, LLC | 1.00% | No change | 60,596 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.0% | 60,488 | $2.1M |
| Marcum Wealth, LLC | 0.18% | Reduce -1.4% | 59,980 | $2.1M |
| Grey Fox Wealth Advisors, LLC | 0.56% | Add +0.0% | 59,477 | $2.1M |
| PDS Planning, Inc | 0.18% | No change | 57,351 | $2.0M |
| Aquire Wealth Advisors, LLC | 0.61% | No change | 57,169 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -1.3% | 56,939 | $2.0M |
| Freedom Investment Management, Inc. | 0.16% | Add +2.1% | 56,593 | $2.0M |
| Cadent Capital Advisors, LLC | 0.66% | Add +0.1% | 54,611 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +43.7% | 53,141 | $1.8M |
| Olistico Wealth, LLC | 1.07% | No change | 53,085 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 52,713 | $1.8M |
| Larson Financial Group LLC | 0.09% | Add +0.2% | 52,682 | $1.8M |
| Quad-Cities Investment Group, LLC | 0.89% | Reduce -2.9% | 52,546 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -1.0% | 52,308 | $1.8M |
| Level Wealth Management LLC | 1.27% | — | 52,038 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.15% | No change | 50,006 | $1.8M |
| Parkside Financial Bank & Trust | 0.24% | Reduce -1.0% | 51,986 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -46.8% | 51,765 | $1.8M |
| Wedmont Private Capital | 0.09% | No change | 52,046 | $1.8M |
| MJP Associates Inc. | 0.32% | Add +0.1% | 51,575 | $1.8M |
| Advisor OS, LLC | 0.21% | Add +0.1% | 51,575 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.3% | 50,893 | $1.8M |
| Cassaday & Co Wealth Management LLC | 0.05% | No change | 50,831 | $1.8M |
| City State Bank | 0.61% | Add +11.9% | 50,328 | $1.7M |
| McGrath & Associates, Inc. | 3.41% | — | 48,769 | $1.7M |
| HUB Investment Partners, LLC | 0.07% | Add +28.4% | 48,670 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +13.5% | 48,646 | $1.7M |
| Icon Wealth Advisors, LLC | 0.14% | New | 48,032 | $1.7M |
| US Bancorp \de | 0.00% | Add +40.0% | 47,720 | $1.7M |
| Strategic Financial Concepts, LLC | 0.31% | New | 47,328 | $1.6M |
| Strategic Blueprint, LLC | 0.10% | Add +8.6% | 46,486 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +435.3% | 46,243 | $1.6M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +81.6% | 45,747 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +18.1% | 45,431 | $1.6M |
| Pollock Investment Advisors, LLC | 1.26% | — | 44,897 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.57% | No change | 42,815 | $1.5M |
| Yardley Wealth Management LLC | 0.74% | Add +99.0% | 44,346 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 43,948 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -20.8% | 43,854 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +1.6% | 43,174 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -6.2% | 42,624 | $1.5M |
| Coston, McIsaac & Partners | 0.43% | Reduce -4.7% | 42,275 | $1.5M |
| Fortis Advisors, LLC | 0.95% | Add +0.3% | 42,047 | $1.5M |
| Parkwoods Wealth Partners, LLC | 1.15% | Add +16.5% | 41,919 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.3% | 41,454 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +66.4% | 41,446 | $1.4M |
| Global Trust Asset Management, LLC | 0.54% | Reduce -2.9% | 41,387 | $1.4M |
| Shotwell Rutter Baer Inc | 1.20% | Reduce -0.3% | 41,650 | $1.4M |
| Avant Financial Advisors LLC | 1.31% | — | 41,281 | $1.4M |
| Clark Asset Management, LLC | 0.26% | No change | 40,609 | $1.4M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.4M |
| Probity Advisors, Inc. | 0.26% | No change | 38,944 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -25.0% | 38,894 | $1.3M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -11.8% | 38,860 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.36% | Add +2.4% | 38,777 | $1.3M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 38,773 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -4.9% | 38,544 | $1.3M |
| First Merchants Corp. | 0.05% | No change | 38,487 | $1.3M |
| Nicolet Bankshares Inc. | 0.26% | No change | 38,413 | $1.3M |
| Axis Wealth Partners, LLC | 1.11% | — | 38,085 | $1.3M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -8.3% | 37,899 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.67% | — | 37,833 | $1.3M |
| SeaBridge Investment Advisors LLC | 0.27% | New | 37,764 | $1.3M |
| Brewster Financial Planning LLC | 0.98% | No change | 37,270 | $1.3M |
| Lifeworks Advisors, LLC | 0.23% | Reduce -9.4% | 37,088 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 37,071 | $1.3M |
| MGB Wealth Management, LLC | 0.40% | Reduce -15.9% | 36,915 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 36,214 | $1.3M |
| Mission Hills Financial Advisory, LLC | 0.96% | No change | 35,947 | $1.2M |
| Disciplined Equity Management, Inc. | 0.80% | No change | 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% | 35,283 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.3% | 35,127 | $1.2M |
| Michael A. Dubis Financial Planning, LLC | 1.17% | — | 34,921 | $1.2M |
| Lion Street Advisors, LLC | 0.38% | Reduce -3.6% | 34,711 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.33% | No change | 34,528 | $1.2M |
| Lane & Associates LLC | 0.62% | Add +8.6% | 33,402 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +268.0% | 32,962 | $1.2M |
| World Investment Advisors | 0.03% | Add +41.7% | 34,022 | $1.2M |
| Lam Group, Inc. | 0.84% | Add +0.0% | 33,885 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.18% | Add +0.3% | 32,434 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -7.6% | 33,478 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.3% | 33,163 | $1.1M |
| Aspire Private Capital, LLC | 0.28% | Add +2.7% | 33,105 | $1.1M |
| Commerce Bank | 0.01% | No change | 33,028 | $1.1M |
| Archer Investment Management, LLC | 0.69% | — | 32,594 | $1.1M |
| Cooper Financial Group | 0.14% | Reduce -10.6% | 32,527 | $1.1M |
| Rise Advisors, LLC | 0.54% | Add +0.3% | 32,480 | $1.1M |
| Heritage Wealth Advisors | 0.06% | No change | 32,405 | $1.1M |
| Collective Family Office LLC | 0.31% | No change | 32,293 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | No change | 31,964 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.14% | Add +0.3% | 31,721 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +19.8% | 31,676 | $1.1M |
| Fortress Wealth Management, Inc. | 0.53% | Add +48.2% | 31,328 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 31,161 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.72% | Reduce -4.2% | 31,103 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +133.2% | 31,046 | $1.1M |
| High Probability Advisors, LLC | 0.19% | Add +0.3% | 30,913 | $1.1M |
| FSM Wealth Advisors, LLC | 0.26% | Add +0.0% | 30,314 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -0.1% | 30,989 | $1.1M |
| Riverbend Wealth Management, LLC | 0.95% | — | 30,678 | $1.1M |
| Tranquility Partners, LLC | 0.40% | No change | 30,589 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +6.8% | 30,383 | $1.1M |
| Montag A & Associates Inc. | 0.05% | New | 30,235 | $1.0M |
| JB Capital LLC | 0.06% | Add +0.2% | 30,003 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +48.6% | 29,920 | $1.0M |
| ERn Financial, LLC | 0.16% | Reduce -0.8% | 29,878 | $1.0M |
| Northeast Financial Group, Inc. | 0.39% | Reduce -6.5% | 29,412 | $1.0M |
| Facet Wealth, Inc. | 0.03% | Reduce -5.3% | 28,437 | $1.0M |
| Renasant Bank | 0.65% | No change | 28,800 | $996K |
| Obermeyer Wealth Partners | 0.05% | Reduce -40.8% | 28,757 | $995K |
| Mosaic Family Wealth Partners, LLC | 0.14% | Reduce -1.8% | 28,749 | $994K |
| Kades & Cheifetz LLC | 0.51% | New | 28,565 | $988K |
| Keystone Financial Services | 0.38% | New | 28,553 | $988K |
| TruNorth Capital Management, LLC | 0.27% | Reduce -5.0% | 28,519 | $986K |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $984K |
| Rialto Wealth Management, LLC | 0.32% | — | 28,260 | $978K |
| Advisory Services Network, LLC | 0.02% | Reduce -6.2% | 28,143 | $973K |
| Edge Capital Group, LLC | 0.04% | No change | 28,110 | $972K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -0.4% | 28,095 | $972K |
| NorthRock Partners, LLC | 0.03% | No change | 27,866 | $964K |
| Lodestone Wealth Management LLC | 0.48% | New | 30,437 | $962K |
| Quantum Financial Advisors, LLC | 0.15% | Reduce -0.0% | 27,780 | $961K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 27,494 | $951K |
| Magnolia Capital Advisors LLC | 0.24% | Reduce -6.2% | 27,302 | $944K |
| Disciplined Investors, L.L.C. | 0.91% | — | 27,355 | $942K |
| Jones Financial Companies LLLP | 0.00% | Add +45.8% | 26,952 | $932K |
| Confluence Wealth Services, Inc. | 0.06% | Add +29.1% | 25,779 | $931K |
| Monterey Private Wealth, Inc. | 0.31% | Reduce -0.3% | 26,893 | $930K |
| Oakworth Capital, Inc. | 0.06% | No change | 26,845 | $929K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.1% | 26,789 | $927K |
| DGS Capital Management, LLC | 0.23% | No change | 26,450 | $915K |
| Astra Wealth Partners LLC | 0.86% | — | 26,442 | $915K |
| HB Wealth Management, LLC | 0.01% | No change | 26,321 | $910K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.34% | Add +21.2% | 25,955 | $898K |
| TFC Financial Management, Inc. | 0.14% | Add +0.3% | 25,890 | $896K |
| Affinity Capital Advisors, LLC | 0.17% | No change | 25,646 | $893K |
| Stewardship Advisors, LLC | 0.24% | Add +15.8% | 25,446 | $880K |
| Evoke Wealth, LLC | 0.02% | Reduce -6.3% | 25,280 | $874K |
| CRA Financial Services, LLC | 0.15% | No change | 25,195 | $871K |
| Richard P Slaughter Associates Inc | 0.20% | No change | 25,188 | $871K |
| Independent Advisor Alliance | 0.01% | New | 25,013 | $865K |
| Blue Chip Partners, LLC | 0.07% | No change | 24,732 | $855K |
| Landing Point Financial Group, LLC | 0.65% | — | 24,054 | $855K |
| CarsonAllaria Wealth Management, Ltd. | 0.49% | Reduce -1.9% | 24,672 | $853K |
| Baker Tilly Wealth Management, LLC | 0.33% | New | 24,364 | $843K |
| Blue Trust, Inc. | 0.01% | Reduce -0.9% | 24,171 | $836K |
| Solutions 4 Wealth, Ltd | 1.50% | Reduce -2.0% | 23,941 | $828K |
| St Germain D J Co. Inc. | 0.04% | Reduce -4.3% | 23,839 | $825K |
| S. R. Schill & Associates | 0.69% | Add +0.3% | 23,696 | $820K |
| Citrine Capital LLC | 0.60% | — | 23,661 | $818K |
| Archford Capital Strategies, LLC | 0.12% | New | 23,366 | $808K |
| Elevate Wealth Advisory, Inc. | 0.61% | Reduce -3.2% | 23,365 | $808K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.3% | 23,135 | $800K |
| Gradient Capital Advisors, LLC | 0.26% | Add +2.5% | 23,016 | $796K |
| Beacon Financial Advisory LLC | 0.26% | Add +4.4% | 22,792 | $788K |
| Elser Financial Planning, Inc | 0.05% | New | 22,730 | $786K |
| VanderPol Investments L.L.C. | 1.72% | Reduce -6.9% | 22,702 | $785K |
| Mendota Financial Group, LLC | 0.51% | Reduce -22.1% | 22,565 | $781K |
| Empower Advisory Group, LLC | 0.00% | Add +66.4% | 22,520 | $779K |
| Murphy Pohlad Asset Management LLC | 0.34% | No change | 22,504 | $778K |
| Boyce & Associates Wealth Consulting, Inc. | 0.78% | Add +0.7% | 22,392 | $775K |
| Quadrant Private Wealth Management, LLC | 0.19% | No change | 22,372 | $774K |
| Hopwood Financial Services, Inc. | 0.59% | — | 22,370 | $774K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +17.4% | 22,284 | $771K |
| Security Financial Services, INC. | 0.15% | Reduce -6.2% | 21,927 | $758K |
| Busey Bank | 0.02% | No change | 21,917 | $758K |
| Flow Traders U.S. LLC | 0.03% | New | 21,565 | $746K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $745K |
| Acorn Creek Capital LLC | 0.38% | Reduce -8.3% | 21,383 | $740K |
| Eldridge Investment Advisors, Inc. | 0.17% | Add +0.6% | 21,269 | $736K |
| Elevation Wealth Partners, LLC | 0.31% | Add +1785.3% | 21,229 | $734K |
| Mraz, Amerine & Associates, Inc. | 0.13% | Reduce -4.0% | 21,196 | $733K |
| Signaturefd, LLC | 0.01% | Add +30.4% | 21,142 | $731K |
| Yoder Wealth Management, Inc. | 0.40% | No change | 21,007 | $727K |
| Single Point Partners, LLC | 0.17% | No change | 20,969 | $725K |
| Sabal Trust CO | 0.04% | New | 20,928 | $724K |
| Kovack Advisors, Inc. | 0.07% | Reduce -16.4% | 20,837 | $721K |
| Partners in Financial Planning | 0.15% | Add +0.2% | 20,642 | $714K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -2.4% | 20,631 | $714K |
| KPP Advisory Services LLC | 0.17% | Add +2.1% | 20,566 | $711K |
| Better Money Decisions, LLC | 0.49% | Add +0.4% | 20,434 | $707K |
| Sard Wealth Management Group, LLC | 0.47% | Add +0.3% | 20,358 | $704K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -4.5% | 20,357 | $704K |
| Capital Advisors Inc. | 0.01% | Reduce -34.8% | 20,036 | $693K |
| bLong Financial, LLC | 0.56% | — | 19,784 | $684K |
| Principal Securities, Inc. | 0.02% | Add +3.4% | 19,779 | $684K |
| Anderson Hoagland & Co. | 0.07% | New | 19,248 | $683K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 19,514 | $675K |
| TFB Advisors LLC | 0.19% | Add +3.2% | 19,348 | $669K |
| CoreCap Advisors, LLC | 0.03% | New | 19,298 | $668K |
| Natixis Advisors, LLC | 0.00% | Add +10.0% | 19,224 | $665K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,141 | $662K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | New | 18,948 | $655K |
| Texas Bank & Trust Co | 0.27% | — | 18,907 | $654K |
| Oak Wealth Advisors LLC | 0.50% | — | 18,866 | $653K |
| Shore Point Advisors, LLC | 0.35% | Add +0.3% | 18,833 | $651K |
| Emprise Bank | 0.36% | Reduce -16.1% | 18,651 | $645K |
| Golden State Wealth Management, LLC | 0.10% | — | 18,589 | $643K |
| Ti-Trust, Inc. | 0.43% | No change | 18,395 | $636K |
| Sage Rhino Capital LLC | 0.14% | Reduce -0.0% | 18,330 | $634K |
| Keel Point, LLC | 0.05% | Reduce -3.5% | 18,314 | $633K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 18,303 | $633K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $628K |
| Stage Harbor Financial, LLC | 0.54% | New | 18,035 | $624K |
| Gibbs Wealth Management | 0.17% | No change | 17,961 | $621K |
| M Holdings Securities, Inc. | 0.10% | No change | 17,941 | $621K |
| Colonial Trust Co / SC | 0.09% | Reduce -3.4% | 17,949 | $621K |
| BBR Partners, LLC | 0.04% | Add +0.1% | 17,918 | $620K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -1.1% | 17,893 | $619K |
| Timonier Family Office, LTD. | 0.31% | — | 17,727 | $613K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -36.3% | 17,656 | $611K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +0.3% | 17,025 | $604K |
| Argent Trust Co | 0.02% | No change | 17,432 | $603K |
| Charles Schwab Trust Co | 0.05% | No change | 17,369 | $601K |
| Martin Worley Group | 0.37% | — | 17,133 | $593K |
| National Wealth Management Group, LLC | 0.39% | Add +0.1% | 17,102 | $592K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 16,982 | $587K |
| Human Investing LLC | 0.10% | New | 16,945 | $586K |
| Pettinga Financial Advisors LLC | 0.13% | No change | 16,939 | $586K |
| Integrity Alliance, Llc. | 0.06% | — | 16,898 | $585K |
| Rebalance, LLC | 0.04% | No change | 16,818 | $582K |
| CogentBlue Wealth Advisors, LLC | 0.51% | — | 16,740 | $579K |
| Alkeme Wealth, LLC | 0.27% | Add +0.1% | 16,732 | $579K |
| Evolution Advisers, Inc. | 0.31% | No change | 16,680 | $576K |
| Destination Wealth Management | 0.02% | Reduce -6.5% | 16,513 | $571K |
| WBH Advisory Inc. | 0.05% | No change | 16,478 | $570K |
| FSA Advisors, Inc. | 0.69% | Reduce -10.3% | 16,425 | $568K |
| Synergy Asset Management, LLC | 0.04% | Add +100.0% | 16,420 | $565K |
| Bay Capital Advisors, LLC | 0.45% | — | 16,293 | $564K |
| Simplicity Wealth,LLC | 0.12% | Reduce -96.9% | 16,291 | $564K |
| MPWM Advisory Solutions, LLC | 0.41% | — | 16,163 | $559K |
| Kestra Investment Management, LLC | 0.02% | Add +11.5% | 16,084 | $556K |
| Trust Point Inc. | 0.04% | New | 15,945 | $552K |
| Moors & Cabot, Inc. | 0.03% | No change | 15,881 | $549K |
| Balboa Wealth Partners | 0.13% | Reduce -3.2% | 15,841 | $548K |
| GDS Wealth Management | 0.05% | No change | 15,806 | $547K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $546K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 15,772 | $546K |
| Traphagen Investment Advisors LLC | 0.06% | New | 15,715 | $544K |
| Threadgill Financial, LLC | 0.29% | No change | 15,705 | $543K |
| Hilltop Holdings Inc. | 0.03% | Add +0.0% | 15,686 | $543K |
| Tableaux LLC | 0.45% | — | 15,649 | $541K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 15,440 | $534K |
| Providence Capital Advisors, LLC | 0.11% | No change | 15,202 | $526K |
| Johnson Financial Group, LLC | 0.06% | No change | 15,089 | $522K |
| Ascent Group, LLC | 0.04% | Reduce -8.2% | 15,061 | $521K |
| CPA Asset Management Group, LLC | 0.24% | Add +14.6% | 14,976 | $518K |
| Francis Financial, Inc. | 0.13% | Reduce -24.6% | 14,876 | $515K |
| Harbor Group, Inc. | 0.11% | Reduce -0.3% | 14,677 | $508K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $503K |
| Morling Financial Advisors, LLC | 0.17% | No change | 14,492 | $501K |
| Rockingstone Advisors LLC | 0.22% | No change | 14,471 | $501K |
| Boston Financial Mangement LLC | 0.01% | No change | 14,342 | $496K |
| Barry Investment Advisors, LLC | 0.16% | Add +0.3% | 14,308 | $495K |
| BostonPremier Wealth LLC | 0.30% | — | 14,266 | $493K |
| Highland Financial Advisors, LLC | 0.17% | No change | 14,254 | $493K |
| Kiely Wealth Advisory Group, Inc. | 0.31% | Add +59.5% | 13,617 | $487K |
| Advisory Alpha, LLC | 0.02% | Add +0.0% | 13,811 | $478K |
| Lockerman Financial Group, Inc. | 0.80% | No change | 13,526 | $468K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +1.4% | 13,497 | $467K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $466K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -3.0% | 13,404 | $464K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -3.1% | 13,360 | $462K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +6.0% | 13,347 | $462K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 13,326 | $461K |
| Fiduciary Alliance LLC | 0.05% | Reduce -1.1% | 13,143 | $455K |
| EnRich Financial Partners LLC | 0.15% | Reduce -2.2% | 13,095 | $453K |
| Navigoe, LLC | 0.44% | — | 13,096 | $452K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +1.4% | 13,034 | $451K |
| Valmark Advisers, Inc. | 0.01% | New | 12,950 | $448K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.3% | 12,872 | $445K |
| Stark Wealth Management LLC | 0.33% | — | 12,798 | $443K |
| Blume Capital Management, Inc. | 0.10% | Add +3.2% | 12,797 | $443K |
| Keystone Wealth Services, LLC | 0.12% | No change | 12,697 | $439K |
| Bessemer Group Inc. | 0.00% | Reduce -12.4% | 12,703 | $439K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 12,497 | $432K |
| Reyes Financial Architecture, Inc. | 0.34% | — | 12,411 | $429K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 12,347 | $427K |
| SYM FINANCIAL Corp | 0.05% | Add +6.1% | 12,273 | $425K |
| Pure Portfolios Holdings LLC | 0.16% | Add +0.2% | 12,197 | $422K |
| Robinswood Financial LLC | 0.16% | Add +0.0% | 12,178 | $421K |
| Triad Wealth Partners, LLC | 0.15% | New | 12,146 | $420K |
| Vista Finance, LLC | 0.43% | No change | 11,992 | $415K |
| Natural Investments, LLC | 0.11% | — | 11,969 | $414K |
| Cutler Investment Counsel LLC | 0.05% | No change | 11,925 | $412K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.7% | 11,444 | $411K |
| BOS Asset Management, LLC | 0.15% | Add +1.1% | 11,811 | $409K |
| Qube Research & Technologies Ltd | 0.00% | Add +408.7% | 11,781 | $408K |
| Modern Wealth Management, LLC | 0.02% | Add +0.9% | 11,743 | $406K |
| Intrua Financial, LLC | 0.07% | No change | 11,726 | $406K |
| Exchange Capital Management, Inc. | 0.06% | No change | 11,687 | $404K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.6% | 11,346 | $392K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -0.8% | 11,311 | $391K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.3% | 11,140 | $385K |
| First American Trust, FSB | 0.04% | Reduce -0.2% | 11,130 | $385K |
| Fulcrum Capital LLC | 0.08% | No change | 11,065 | $383K |
| American Investment Services, Inc. | 0.07% | Reduce -0.9% | 11,032 | $382K |
| Monument Capital Management | 0.10% | No change | 11,012 | $381K |
| Hoxton Planning & Management, LLC | 0.14% | No change | 10,903 | $377K |
| Apollon Financial, LLC | 0.09% | No change | 10,879 | $376K |
| Horizon Wealth Management, LLC | 0.07% | Add +17.2% | 10,842 | $375K |
| Burk Holdings LLC | 0.30% | — | 10,809 | $374K |
| Smith Anglin Financial, LLC | 0.04% | Add +0.3% | 10,782 | $373K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $373K |
| Garrison Point Advisors, LLC | 0.18% | New | 10,747 | $372K |
| Hanover Advisors Inc. | 0.15% | No change | 10,660 | $369K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $367K |
| Fairman Group, LLC | 0.30% | Add +0.3% | 10,536 | $364K |
| Eagle Ridge Investment Management | 0.03% | No change | 10,511 | $364K |
| G2 Capital Management, LLC / Oh | 0.11% | No change | 10,484 | $363K |
| Visionary Horizons, LLC | 0.24% | Reduce -4.9% | 10,445 | $361K |
| First Horizon Advisors, Inc. | 0.01% | No change | 10,443 | $361K |
| WealthShield Partners, LLC | 0.05% | Reduce -6.7% | 10,346 | $358K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $356K |
| Vestor Capital, LLC | 0.03% | No change | 10,250 | $355K |
| Calydon Capital | 0.07% | New | 10,257 | $355K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $355K |
| Harbour Investments, Inc. | 0.01% | No change | 10,226 | $354K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $352K |
| Marotta Asset Management | 0.07% | No change | 10,179 | $352K |
| Angeles Wealth Management, LLC | 0.03% | No change | 10,103 | $349K |
| PGIM Custom Harvest LLC | 0.01% | No change | 9,989 | $346K |
| BWM Planning, LLC | 0.15% | Add +4.9% | 9,900 | $342K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -35.1% | 9,855 | $341K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 9,820 | $340K |
| Significant Wealth Partners LLC | 0.17% | No change | 9,762 | $338K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 9,750 | $337K |
| Iams Wealth Management, LLC | 0.15% | No change | 9,646 | $334K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $333K |
| Hidden Cove Wealth Management, LLC | 0.27% | — | 9,525 | $329K |
| WR Wealth Planners, LLC | 0.11% | Reduce -12.1% | 9,509 | $329K |
| Wallace Advisory Group, LLC | 0.23% | Add +0.3% | 9,551 | $328K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $327K |
| Von Berge Wealth Management Group, LLC | 0.20% | Add +0.6% | 9,057 | $326K |
| McBroom & Associates, LLC | 0.18% | No change | 9,403 | $325K |
| Matisse Capital | 0.16% | Add +0.3% | 9,380 | $324K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 9,343 | $323K |
| E&G Advisors, LLC | 0.09% | No change | 9,320 | $322K |
| Spire Wealth Management | 0.01% | No change | 9,315 | $322K |
| Fielder Capital Group LLC | 0.10% | No change | 9,310 | $322K |
| Horizon Financial Services, LLC | 0.18% | No change | 9,292 | $321K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,282 | $321K |
| Ridgeline Wealth Planning, LLC | 0.31% | — | 9,232 | $319K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 9,173 | $317K |
| Transcend Capital Advisors, LLC | 0.02% | New | 9,089 | $314K |
| Grandfield & Dodd, LLC | 0.02% | No change | 9,043 | $313K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.3% | 9,042 | $313K |
| Greenwood Capital Associates LLC | 0.04% | New | 9,032 | $312K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -12.6% | 8,921 | $309K |
| Ellsworth Advisors, LLC | 0.08% | Reduce -0.8% | 8,842 | $306K |
| Holistic Financial Partners | 0.15% | Add +0.3% | 8,666 | $300K |
| Foster Group, Inc. | 0.01% | Reduce -11.5% | 8,663 | $300K |
| Tenon Financial LLC | 0.19% | No change | 8,666 | $299K |
| Pillar Financial Advisors, LLC | 0.23% | — | 8,628 | $298K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 8,603 | $298K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 8,305 | $297K |
| Mokosak Advisory Group, LLC | 0.09% | Reduce -4.2% | 8,510 | $294K |
| First Trust Advisors LP | 0.00% | New | 8,497 | $294K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 8,485 | $293K |
| McAdam, LLC | 0.02% | No change | 8,437 | $292K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +8.1% | 8,412 | $291K |
| Simon Quick Advisors, LLC | 0.02% | No change | 8,395 | $290K |
| Inspire Advisors, LLC | 0.04% | New | 8,361 | $289K |
| Chapin Davis, Inc. | 0.09% | No change | 8,407 | $288K |
| Magnolia Private Wealth, LLC | 0.26% | — | 8,296 | $287K |
| First National Advisers, LLC | 0.05% | No change | 8,158 | $282K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.3% | 8,120 | $281K |
| Jackson Hole Capital Partners, LLC | 0.06% | Add +0.3% | 8,057 | $279K |
| Guardian Asset Advisors, LLC | 0.18% | New | 7,879 | $277K |
| Full Sail Capital, LLC | 0.02% | Reduce -15.1% | 8,005 | $277K |
| Klaas Financial Asset Advisors, LLC | 0.05% | Reduce -4.8% | 7,965 | $276K |
| Verus Capital Partners, LLC | 0.03% | Add +4.7% | 7,951 | $275K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $272K |
| Essex Financial Services, Inc. | 0.02% | Add +8.7% | 7,848 | $271K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $271K |
| Wealthcare Capital Partners, LLC | 0.14% | — | 7,836 | $271K |
| Financial Management Network Inc. | 0.06% | No change | 7,700 | $269K |
| Cascade Wealth Advisors, Inc | 0.18% | No change | 7,770 | $269K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $269K |
| CoreFirst Bank & Trust | 0.16% | No change | 7,734 | $268K |
| Stansberry Asset Management, LLC | 0.04% | No change | 7,546 | $261K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 7,543 | $259K |
| Brooklyn FI, LLC | 0.09% | New | 7,449 | $258K |
| Compound Planning, Inc. | 0.01% | New | 7,436 | $257K |
| River Wealth Advisors LLC | 0.03% | New | 7,403 | $256K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 7,391 | $256K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $255K |
| Silver Lake Advisory, LLC | 0.11% | Add +0.3% | 7,337 | $254K |
| Hills Bank & Trust Co | 0.02% | Reduce -6.7% | 7,311 | $253K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.2% | 7,304 | $253K |
| Camarda Financial Advisors, LLC | 0.09% | No change | 7,267 | $251K |
| Accel Wealth Management | 0.10% | Add +0.0% | 7,258 | $251K |
| Revisor Wealth Management LLC | 0.23% | Reduce -66.7% | 7,240 | $250K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $250K |
| Ridgeline Wealth, LLC | 0.20% | — | 7,237 | $250K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $248K |
| Strategy Asset Managers LLC | 0.05% | Reduce -29.3% | 7,122 | $246K |
| Retirement Capital Strategies | 0.09% | No change | 7,114 | $246K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 7,112 | $246K |
| Wingate Wealth Advisors, Inc. | 0.24% | — | 7,071 | $245K |
| Bank of Montreal | 0.00% | Add +905.8% | 7,000 | $242K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $241K |
| MBM Wealth Consultants, LLC | 0.07% | No change | 6,940 | $240K |
| &partners | 0.00% | Add +0.1% | 6,852 | $239K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 6,886 | $238K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 6,873 | $238K |
| Stephens Inc. | 0.00% | No change | 6,872 | $238K |
| Lindbrook Capital, LLC | 0.02% | No change | 6,850 | $237K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,847 | $237K |
| Prosperitas Financial LLC | 0.12% | Reduce -6.2% | 6,842 | $237K |
| Embree Financial Group | 0.04% | No change | 6,837 | $236K |
| Leading Edge Financial Planning LLC | 0.08% | No change | 6,824 | $236K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 6,800 | $235K |
| Williams & Novak, LLC | 0.23% | Reduce -21.5% | 6,759 | $234K |
| Matauro, LLC | 0.05% | — | 6,741 | $233K |
| Jentner Corp | 0.07% | Add +1.5% | 6,739 | $233K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,718 | $232K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $231K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,650 | $230K |
| FourThought Financial Partners, LLC | 0.02% | New | 6,592 | $228K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 6,544 | $226K |
| Well Done, LLC | 0.04% | No change | 6,570 | $225K |
| Roble, Belko & Company, Inc | 0.04% | No change | 6,477 | $224K |
| Ironwood Financial, llc | 0.05% | Reduce -36.5% | 6,472 | $224K |
| Innealta Capital, LLC | 0.11% | No change | 6,452 | $223K |
| Optivise Advisory Services LLC | 0.12% | Reduce -2.1% | 6,447 | $223K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $222K |
| Rothschild Investment LLC | 0.01% | No change | 6,374 | $220K |
| National Bank of Canada | 0.00% | New | 6,338 | $219K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +83.5% | 6,335 | $219K |
| Fairhaven Wealth Management, LLC | 0.07% | New | 6,325 | $219K |
| John W. Brooker & Co., CPAs | 0.09% | No change | 6,301 | $218K |
| Gilbert & Cook, Inc. | 0.03% | New | 6,289 | $218K |
| Sprinkle Financial Consultants LLC | 0.15% | Add +0.3% | 6,248 | $216K |
| WMG Financial Advisors, LLC | 0.09% | No change | 6,229 | $215K |
| Ritholtz Wealth Management | 0.01% | New | 6,228 | $215K |
| Lathrop Investment Management Co. | 0.04% | No change | 6,202 | $215K |
| Black Diamond Financial, LLC | 0.03% | No change | 6,175 | $214K |
| Elk River Wealth Management LLC | 0.04% | No change | 6,161 | $213K |
| Annandale Capital, LLC | 0.04% | Add +3.2% | 6,112 | $211K |
| SpringVest Wealth Management LLC | 0.18% | — | 6,028 | $209K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,994 | $207K |
| TAP Consulting, LLC | 0.04% | No change | 5,988 | $207K |
| RVW Wealth, LLC | 0.02% | No change | 5,957 | $206K |
| Legacy Wealth Management, LLC | 0.01% | No change | 5,951 | $206K |
| Truepoint, Inc. | 0.01% | No change | 5,874 | $203K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.1% | 5,883 | $202K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | New | 5,822 | $201K |
| Pinnacle Associates Ltd. | 0.00% | New | 5,814 | $201K |
| Milestone Asset Management Group, LLC | 0.18% | — | 5,808 | $201K |
| Good Life Advisors, LLC | 0.01% | Reduce -80.2% | 5,800 | $201K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -2.6% | 5,618 | $195K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $193K |
| Operose Advisors LLC | 0.07% | No change | 5,557 | $192K |
| Sandy Spring Bank | 0.01% | Add +0.3% | 5,549 | $192K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,263 | $182K |
| BlackRock, Inc. | 0.00% | New | 5,220 | $181K |
| Ridgewood Investments LLC | 0.09% | No change | 5,213 | $180K |
| New Millennium Group LLC | 0.10% | Reduce -17.3% | 5,183 | $179K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 4,675 | $162K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $155K |
| Continuum Advisory, LLC | 0.02% | Reduce -4.3% | 4,406 | $152K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $152K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $140K |
| Avondale Wealth Management | 0.09% | No change | 4,000 | $138K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $134K |
| Bokf, NA | 0.00% | No change | 3,728 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,670 | $127K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,654 | $126K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +0.1% | 3,642 | $126K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,598 | $124K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 3,363 | $116K |
| Fortitude Family Office, LLC | 0.04% | Add +233.0% | 3,333 | $115K |
| Northwest Capital Management Inc | 0.05% | Add +2.0% | 3,139 | $109K |
| Investors Research Corp | 0.02% | No change | 3,135 | $108K |
| Twin Lakes Capital Management, LLC | 0.07% | New | 3,055 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $92K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $91K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.2% | 2,543 | $89K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -17.9% | 2,285 | $79K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 2,220 | $77K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $75K |
| Howe & Rusling Inc. | 0.01% | No change | 2,114 | $73K |
| Truvestments Capital LLC | 0.02% | Add +0.3% | 2,061 | $71K |
| Tucker Asset Management LLC | 0.02% | Add +0.3% | 1,977 | $68K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $60K |
| Modus Advisors, LLC | 0.02% | New | 1,673 | $58K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -15.3% | 1,657 | $57K |
| Avior Wealth Management, LLC | 0.00% | Add +7.1% | 1,320 | $46K |
| Abound Wealth Management | 0.01% | Add +644.9% | 1,311 | $45K |
| Evensky & Katz LLC | 0.00% | Reduce -84.5% | 1,232 | $43K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $37K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $35K |
| Studio Investment Management LLC | 0.01% | No change | 846 | $29K |
| S.A. Mason LLC | 0.02% | No change | 830 | $29K |
| 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% | No change | 724 | $25K |
| Park Square Financial Group, LLC | 0.02% | — | 687 | $24K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 610 | $21K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 551 | $19K |
| Parvin Asset Management, LLC | 0.02% | — | 500 | $17K |
| Winch Advisory Services, LLC | 0.00% | New | 469 | $16K |
| Global Financial Private Client, LLC | 0.00% | Add +161.5% | 340 | $12K |
| Archer Investment Corp | 0.00% | No change | 308 | $11K |
| Quent Capital, LLC | 0.00% | Reduce -20.3% | 255 | $9K |
| Spurstone Advisory Services, LLC | 0.17% | — | 252 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 149 | $5K |
| Topsail Wealth Management, LLC | 0.00% | — | 100 | $3K |
| Simplex Trading, LLC | 0.00% | New | 100 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -50.0% | 60 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -50.0% | 60 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 1 | $0 |
"% 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.