Dimensional US Core Equity 2DFACETF
13F holders, Q1 2025 (March 31)999holders
46new positions
41sold out
4famous investors
$32.94avg. 13F price*
At the end of Q1 2025, 999 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, unchanged from Q4 2024. 46 opened new positions and 41 sold out. The largest holders were Mercer Global Advisors Inc. ($1.8B), Envestnet Asset Management Inc. ($1.7B) and Focus Partners Wealth ($1.3B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $63.4M |
| Exits | 41 | $43.3M |
All 13F filers, Q4 2024 → Q1 2025: 36,787,146 shares bought and 28,989,005 shares sold, net +7,798,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 999 holders
| Mercer Global Advisors Inc. | 4.07% | Add +15.7% | 53,776,312 | $1.8B |
| Envestnet Asset Management Inc. | 0.56% | Reduce -8.8% | 52,206,307 | $1.7B |
| Focus Partners Wealth | 3.34% | Add +3.8% | 40,316,550 | $1.3B |
| Forum Financial Management, LP | 20.64% | Add +0.6% | 37,796,124 | $1.2B |
| LPL Financial LLC | 0.22% | Reduce -4.4% | 17,359,776 | $572.7M |
| Focus Partners Advisor Solutions, LLC | 8.21% | Add +1.8% | 16,373,873 | $540.2M |
| Apella Capital, LLC | 12.90% | Add +11.5% | 11,812,257 | $375.7M |
| Plancorp, LLC | 13.82% | Add +0.7% | 10,568,884 | $348.7M |
| Rockwood Wealth Management, LLC | 34.18% | Add +4.6% | 10,165,107 | $335.3M |
| Commonwealth Equity Services, LLC | 0.45% | Reduce -6.1% | 9,656,173 | $318.6M |
| SJS Investment Consulting Inc. | 51.86% | Add +1.0% | 9,218,618 | $304.1M |
| Wealthspire Advisors, LLC | 1.64% | Add +4.3% | 8,319,006 | $274.4M |
| Geometric Wealth Advisors | 43.77% | Add +3.5% | 7,764,224 | $256.1M |
| Savant Capital, LLC | 2.11% | Reduce -14.3% | 7,562,720 | $249.5M |
| Monograph Wealth Advisors, LLC | 30.31% | Add +1.6% | 6,745,007 | $222.5M |
| Greenspring Advisors, LLC | 52.37% | Reduce -9.3% | 6,691,927 | $220.8M |
| HighTower Advisors, LLC | 0.27% | Reduce -5.8% | 5,914,155 | $195.1M |
| Heritage Financial Services, LLC | 18.33% | Reduce -7.5% | 5,612,395 | $185.2M |
| Capstone Financial Advisors, Inc. | 11.55% | Add +0.3% | 5,567,604 | $183.7M |
| GeoWealth Management, LLC | 6.99% | Reduce -1.7% | 5,272,530 | $173.9M |
| Corient Private Wealth LP | 0.28% | Reduce -1.9% | 5,203,162 | $171.7M |
| Modera Wealth Management, LLC | 2.29% | Reduce -0.8% | 5,124,524 | $169.1M |
| Wealthstream Advisors, Inc. | 30.20% | Add +2.3% | 4,892,381 | $161.4M |
| Jackson Thornton Wealth Management, LLC | 20.34% | Reduce -1.1% | 4,965,047 | $153.2M |
| Baird Financial Group, Inc. | 0.29% | Reduce -1.0% | 4,592,120 | $151.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -5.6% | 4,557,403 | $150.3M |
| Bank of America Corp. | 0.01% | Reduce -2.8% | 4,512,008 | $148.9M |
| Allworth Financial LP | 0.82% | Add +8.6% | 4,570,089 | $146.2M |
| Pure Financial Advisors, LLC | 2.99% | Reduce -3.9% | 4,338,921 | $143.1M |
| Cardiff Park Advisors, LLC | 13.58% | Add +2.3% | 4,252,363 | $140.3M |
| Cerity Partners LLC | 0.29% | Add +1.1% | 4,223,927 | $139.3M |
| Vestmark Advisory Solutions, Inc. | 3.58% | Add +15.7% | 4,216,350 | $139.1M |
| TFO Wealth Partners, LLC | 26.67% | Reduce -1.2% | 4,076,977 | $134.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.50% | Add +1.9% | 4,016,699 | $133.0M |
| Austin Asset Management Co Inc | 28.93% | Reduce -2.7% | 4,002,925 | $132.1M |
| Osaic Holdings, Inc. | 0.29% | Add +49.2% | 3,985,425 | $131.5M |
| Asset Dedication, LLC | 10.63% | Reduce -1.6% | 3,969,056 | $130.9M |
| NewEdge Advisors, LLC | 0.76% | Reduce -11.8% | 3,890,479 | $128.3M |
| Evanson Asset Management, LLC | 9.09% | Reduce -3.8% | 3,887,805 | $128.3M |
| Symmetry Partners, LLC | 16.78% | Add +6.5% | 3,657,746 | $120.7M |
| Triune Financial Partners, LLC | 38.27% | Reduce -1.7% | 3,652,494 | $120.5M |
| OneDigital Investment Advisors LLC | 1.41% | Add +10.7% | 3,610,733 | $119.1M |
| McGlone Suttner Wealth Management, Inc. | 19.41% | Add +0.8% | 3,585,004 | $118.3M |
| Mariner, LLC | 0.19% | Add +7.5% | 3,548,957 | $117.1M |
| Onyx Financial Advisors, LLC | 61.66% | Add +4.8% | 3,532,909 | $116.6M |
| Syverson Strege & Co | 36.88% | Add +1.3% | 3,479,601 | $114.8M |
| United Wealth Management, LLC | 35.50% | Add +9.4% | 3,435,982 | $113.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.9% | 3,326,119 | $109.7M |
| Millburn Ridgefield LLC | 2.66% | Add +5.8% | 3,322,214 | $109.6M |
| Catalyst Capital Advisors LLC | 2.24% | Add +5.8% | 3,322,214 | $109.6M |
| Stratos Investment Management, LLC | 5.83% | Reduce -31.2% | 3,315,673 | $109.4M |
| Burton Enright Welch | 22.24% | Add +2.4% | 3,314,834 | $109.4M |
| JFS Wealth Advisors, LLC | 7.35% | Add +3.8% | 3,290,013 | $108.5M |
| DecisionPoint Financial, LLC | 30.57% | Add +6.5% | 3,194,161 | $105.4M |
| Zhang Financial LLC | 5.49% | Add +11.1% | 3,148,980 | $103.9M |
| Royal Bank of Canada | 0.02% | Add +16.7% | 3,137,751 | $103.5M |
| Assetmark, Inc. | 0.28% | Add +0.5% | 3,093,616 | $102.1M |
| Financial Engines Advisors L.L.C. | 0.22% | Reduce -5.0% | 3,084,328 | $101.8M |
| Rockbridge Investment Management, LCC | 12.01% | Add +42.4% | 3,075,888 | $101.5M |
| Altiora Financial Group, LLC | 21.36% | Add +0.5% | 3,045,031 | $100.5M |
| von Borstel & Associates, Inc. | 29.95% | Add +33.4% | 3,038,167 | $100.2M |
| Conrad Siegel Investment Advisors, Inc. | 25.55% | Reduce -0.5% | 3,018,292 | $99.6M |
| Integrated Wealth Concepts LLC | 1.15% | Add +0.4% | 2,984,535 | $98.5M |
| Core Wealth Management, Inc. | 37.33% | Reduce -0.1% | 2,948,489 | $97.3M |
| Park Avenue Securities LLC | 1.14% | Add +10.3% | 2,814,004 | $92.8M |
| New Capital Management LP | 26.41% | Reduce -5.7% | 2,789,275 | $92.0M |
| Awm Capital, LLC | 10.68% | Add +2.4% | 2,772,988 | $91.5M |
| Meridian Wealth Partners, LLC | 14.47% | Reduce -4.1% | 2,748,362 | $90.7M |
| BetterWealth, LLC | 25.35% | Reduce -3.9% | 2,738,803 | $90.4M |
| HFM Investment Advisors, LLC | 43.47% | — | 2,716,978 | $89.6M |
| RAM Investment Partners, LLC | 21.16% | Reduce -1.7% | 2,597,909 | $85.7M |
| Safeguard Investment Advisory Group, LLC | 22.97% | Reduce -0.5% | 2,562,041 | $84.5M |
| Betterment LLC | 0.20% | Add +12.4% | 2,552,979 | $84.2M |
| BCU Wealth Advisors, LLC | 43.71% | Add +17.5% | 2,547,252 | $84.0M |
| Porter White Investment Advisors, Inc. | 41.43% | Add +2.3% | 2,539,291 | $83.7M |
| Warwick Investment Management, Inc. | 17.24% | Reduce -1.9% | 2,515,059 | $83.0M |
| LRI Investments, LLC | 7.68% | Reduce -3.0% | 2,410,102 | $79.5M |
| Private Advisor Group, LLC | 0.47% | Add +23.4% | 2,350,027 | $77.5M |
| Heritage Investment Group, Inc. | 14.56% | Add +1.9% | 2,348,393 | $77.5M |
| Waypoint Wealth Partners Inc. | 21.32% | Add +1.4% | 2,337,988 | $77.1M |
| Creative Planning | 0.07% | Add +0.9% | 2,318,010 | $76.5M |
| Eaton-Cambridge Inc. | 32.79% | Reduce -0.5% | 2,313,690 | $76.3M |
| ShankerValleau Wealth Advisors, Inc. | 24.50% | Add +10.4% | 2,286,883 | $75.4M |
| Warburton Capital Management, LLC | 53.73% | Reduce -0.6% | 2,250,125 | $74.2M |
| Integrity Alliance, Llc. | 2.86% | Add +12866.7% | 2,191,114 | $72.3M |
| SC&H Financial Advisors, Inc. | 14.06% | Add +5.0% | 2,166,873 | $71.5M |
| Ruedi Wealth Management, Inc. | 21.98% | Reduce -0.6% | 2,129,216 | $70.2M |
| Verisail Partners, LLC | 32.35% | Add +3.2% | 2,127,094 | $70.2M |
| Grand Wealth Management, LLC | 38.28% | Reduce -3.2% | 2,111,556 | $69.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.63% | Reduce -16.1% | 2,059,636 | $67.9M |
| TCI Wealth Advisors, Inc. | 5.44% | Add +2.8% | 2,057,834 | $67.9M |
| Claris Advisors, LLC / Mo / | 24.94% | Reduce -0.5% | 2,029,383 | $66.9M |
| Planning Center, Inc. | 7.90% | Reduce 0.0% | 2,022,756 | $66.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.23% | Reduce -2.3% | 2,000,671 | $66.0M |
| Andrews, Lucia Wealth Management LLC | 44.23% | Reduce -0.2% | 1,903,820 | $65.9M |
| Keb Asset Management, LLC | 18.63% | Add +0.0% | 1,985,073 | $65.5M |
| ARK & TLK Investments, LLC | 23.01% | Add +0.7% | 1,979,956 | $65.3M |
| Monument Group Wealth Advisors, LLC | 44.88% | Add +5.2% | 1,962,622 | $64.7M |
| Sax Wealth Advisors, LLC | 4.58% | Reduce -0.8% | 1,940,397 | $64.0M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -11.9% | 1,871,794 | $61.8M |
| Brighton Jones LLC | 1.92% | Add +3.7% | 1,814,819 | $59.9M |
| Baker Boyer National Bank | 22.00% | Add +0.8% | 1,807,945 | $59.6M |
| Sensible Money, LLC | 25.47% | Add +4.5% | 1,801,981 | $59.4M |
| Tillman Hartley LLC | 17.23% | Reduce -2.3% | 1,796,099 | $59.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.03% | Add +7.8% | 1,916,425 | $58.7M |
| WorthPointe, LLC | 26.24% | Reduce -16.4% | 1,743,002 | $57.5M |
| Mattern Wealth Management LLC | 12.68% | Add +6.7% | 1,736,890 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Add +11.7% | 1,726,135 | $56.9M |
| Comerica Bank | 0.24% | Reduce -0.7% | 1,709,048 | $56.4M |
| Capstone Capital LLC | 44.55% | Add +4.0% | 1,683,597 | $55.5M |
| Vance Wealth, LLC | 20.84% | Add +3.0% | 1,680,450 | $55.4M |
| Shearwater Capital LLC | 38.35% | Reduce -2.3% | 1,654,632 | $54.6M |
| Hippocratic Financial Advisors, LLC | 32.47% | Add +10.6% | 1,653,037 | $54.5M |
| Master's Wealth Management Inc. | 28.58% | Add +1.5% | 1,650,556 | $54.5M |
| Chico Wealth RIA | 46.51% | Add +1.9% | 1,624,519 | $53.6M |
| Adero Partners, LLC | 3.50% | Reduce -2.8% | 1,623,446 | $53.6M |
| Perigon Wealth Management, LLC | 1.36% | Reduce -0.1% | 1,599,936 | $52.8M |
| Earned Wealth Advisors, LLC | 11.54% | Add +0.5% | 1,594,069 | $52.6M |
| Prudent Man Investment Management, Inc. | 28.80% | No change | 1,502,359 | $52.0M |
| UBS Group AG | 0.01% | Reduce -2.2% | 1,551,020 | $51.2M |
| Ballentine Capital Advisors, Inc | 25.29% | Add +1.4% | 1,510,819 | $49.8M |
| EP Wealth Advisors, LLC | 0.39% | Add +24.2% | 1,469,214 | $48.5M |
| True Wealth Design, LLC | 18.33% | Reduce -1.5% | 1,458,834 | $48.1M |
| Creative Capital Management Investments LLC | 18.33% | Add +1.0% | 1,439,334 | $47.5M |
| Parkshore Wealth Management, Inc. | 27.52% | Add +15.2% | 1,435,007 | $47.3M |
| Efficient Advisors, LLC | 3.07% | Add +1.3% | 1,430,630 | $47.2M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -1.3% | 1,411,916 | $46.6M |
| Grunden Financial Advisory, Inc. | 22.53% | Reduce -3.2% | 1,406,225 | $46.4M |
| Wealthcare Advisory Partners LLC | 1.23% | Add +96.5% | 1,388,868 | $45.8M |
| Glassman Wealth Services | 7.64% | Add +3.3% | 1,383,743 | $45.6M |
| MML Investors Services, LLC | 0.15% | Reduce -5.6% | 1,368,320 | $45.1M |
| One Degree Advisors Inc | 18.32% | Add +6.2% | 1,348,788 | $44.5M |
| Straight Path Wealth Management | 17.70% | Add +6.6% | 1,326,055 | $43.7M |
| Northwest Wealth Management, LLC | 8.60% | Add +3.1% | 1,308,379 | $43.2M |
| Client 1ST Advisory Group, LLC | 16.68% | Reduce -1.5% | 1,299,415 | $42.9M |
| Lauterbach Financial Advisors, LLC | 26.06% | Reduce -1.3% | 1,267,864 | $41.8M |
| Trust Co of the South | 8.68% | Add +4.6% | 1,259,342 | $41.5M |
| Applied Capital LLC | 20.37% | Add +2.4% | 1,258,578 | $41.5M |
| Morton Capital Management LLC | 7.99% | Add +2.9% | 1,253,292 | $41.3M |
| Beacon Pointe Advisors, LLC | 0.46% | Reduce -1.5% | 1,250,893 | $41.3M |
| Midwest Heritage Bank, FSB | 16.88% | Add +9.9% | 1,242,929 | $41.0M |
| RS Crum Inc. | 11.00% | Reduce -2.3% | 1,238,291 | $40.9M |
| Financial Symmetry Inc | 24.92% | Add +10.8% | 1,229,852 | $40.6M |
| Cypress Point Wealth Management, LLC | 12.84% | Add +9.3% | 1,227,069 | $40.5M |
| Wealth Advisors Northwest LLC | 25.17% | Add +7.5% | 1,204,370 | $39.7M |
| Bannerman Wealth Management Group, LLC | 32.19% | Add +0.8% | 1,194,777 | $39.4M |
| Aspen Capital Management, LLC | 12.44% | — | 1,179,209 | $38.9M |
| Vannoy Advisory Group, Inc. | 28.57% | Add +1.1% | 1,167,774 | $38.5M |
| Passive Capital Management, LLC. | 12.19% | Add +15.3% | 1,166,312 | $38.5M |
| Rather & Kittrell, Inc. | 8.34% | Reduce -0.8% | 1,164,953 | $38.4M |
| Cherrydale Wealth Management, LLC | 15.17% | Add +0.1% | 1,162,725 | $38.4M |
| Bayshore Asset Management, LLC | 18.92% | Add +1.0% | 1,151,594 | $38.0M |
| Dynamic Advisor Solutions LLC | 1.22% | Add +3.5% | 1,125,611 | $37.1M |
| WNY Asset Management, LLC | 4.29% | Reduce -9.1% | 1,094,462 | $36.1M |
| North Ridge Wealth Advisors, Inc. | 24.08% | Add +3.9% | 1,092,444 | $36.0M |
| Equitable Holdings, Inc. | 0.34% | Add +0.6% | 1,077,520 | $35.5M |
| Red Lighthouse Investment Management, LLC | 14.29% | Add +0.9% | 1,097,481 | $35.1M |
| Austin Wealth Management, LLC | 6.95% | Reduce -7.8% | 1,083,355 | $34.7M |
| Bridge Generations Wealth Management LLC | 21.60% | Add +1.1% | 1,042,578 | $34.4M |
| Vested Financial Planning, LLC | 34.31% | Reduce -5.4% | 1,040,633 | $34.3M |
| Hill Investment Group Partners, LLC | 4.67% | Reduce -79.2% | 1,030,437 | $34.0M |
| PBMares Wealth Management LLC | 6.59% | Reduce -6.8% | 998,023 | $32.9M |
| Trellis Wealth Advisors LLC | 15.81% | Reduce -2.7% | 987,498 | $32.6M |
| Vestment Financial LLC | 23.20% | Add +2.2% | 974,479 | $32.3M |
| Abel Hall, LLC | 19.44% | Add +6.9% | 976,538 | $32.2M |
| Squire Investment Management Company, LLC | 13.39% | Add +4.5% | 973,756 | $32.1M |
| Great Valley Advisor Group, Inc. | 0.68% | Add +2.3% | 958,702 | $31.6M |
| IFG Advisory, LLC | 1.75% | Add +2.1% | 955,580 | $31.5M |
| Cetera Investment Advisers | 0.06% | Reduce -53.1% | 952,005 | $31.4M |
| Dopkins Wealth Management, LLC | 15.89% | Reduce -0.3% | 947,336 | $31.3M |
| Private Wealth Management Group, LLC | 11.25% | Add +0.5% | 923,973 | $30.5M |
| HB Wealth Management, LLC | 0.26% | Add +3392.4% | 919,235 | $30.3M |
| Chicago Partners Investment Group LLC | 1.01% | Reduce -3.0% | 923,974 | $30.3M |
| ABLE Financial Group, LLC | 8.45% | New | 913,854 | $30.1M |
| Arcadia Wealth Management, Inc. | 23.41% | Add +2.4% | 910,085 | $30.0M |
| Discipline Wealth Solutions, LLC | 14.30% | Add +3.8% | 908,297 | $30.0M |
| Liberty Wealth Management LLC | 5.66% | Reduce -1.2% | 896,019 | $29.6M |
| DiNuzzo Private Wealth, Inc. | 3.71% | Add +1.6% | 893,578 | $29.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.32% | Add +10981.9% | 932,209 | $29.3M |
| Watchman Group, Inc. | 8.15% | Reduce -2.4% | 881,758 | $29.1M |
| JP Wealth Management, Inc. | 22.76% | Add +2.1% | 856,169 | $28.2M |
| FMB Wealth Management | 15.60% | Add +6.4% | 854,806 | $28.2M |
| Truist Financial Corp. | 0.05% | Add +3.4% | 854,417 | $28.2M |
| Captrust Financial Advisors | 0.07% | Add +1.6% | 851,168 | $28.1M |
| Parker Financial LLC | 13.48% | Add +7.0% | 849,597 | $28.0M |
| Cardinal Point Capital Management ULC | 2.56% | Add +10.9% | 842,968 | $27.8M |
| Peirce Capital Management, LLC | 13.71% | Add +0.0% | 840,236 | $27.7M |
| Mather Group, Llc. | 0.32% | Reduce -1.7% | 832,928 | $27.5M |
| Vantage Point Financial LLC | 13.77% | Add +9.4% | 828,382 | $27.3M |
| Beacon Financial Strategies CORP | 18.16% | Reduce -0.2% | 816,338 | $26.9M |
| UMB Bank, n.a. | 0.44% | No change | 810,884 | $26.8M |
| Momentous Wealth Management, Inc. | 18.84% | Add +9.8% | 806,724 | $26.6M |
| Lutz Financial Services LLC | 2.18% | Add +4.3% | 806,677 | $26.6M |
| Wolfstich Capital, LLC | 24.02% | No change | 805,473 | $26.6M |
| MilWealth Group LLC | 7.23% | Reduce -0.2% | 795,438 | $26.2M |
| Raffa Wealth Management, LLC | 5.84% | Add +5.2% | 778,354 | $25.7M |
| BCO Wealth Management LLC | 20.10% | Add +8.3% | 777,130 | $25.6M |
| Aspen Wealth Management LLC | 7.23% | Reduce -0.8% | 774,592 | $25.6M |
| Robertson Stephens Wealth Management, LLC | 0.95% | Reduce -0.1% | 769,895 | $25.4M |
| Mills Wealth Advisors LLC | 13.43% | Add +8.1% | 766,235 | $25.3M |
| Phillips Financial Management, LLC | 1.93% | Reduce -5.1% | 757,053 | $25.0M |
| HTG Investment Advisors, Inc. | 10.37% | Add +1.7% | 753,724 | $24.9M |
| Root Financial Partners, LLC | 2.62% | Reduce -4.2% | 744,697 | $24.6M |
| Schulz Wealth, LTD. | 18.50% | Add +3.6% | 735,098 | $24.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.63% | Reduce -2.6% | 734,756 | $24.2M |
| Aurelius Family Office LLC | 12.15% | Add +0.2% | 725,748 | $23.9M |
| Pacific Asset Management, LLC | 21.10% | Reduce -1.0% | 713,931 | $23.6M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +16.8% | 711,456 | $23.5M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +16.8% | 711,456 | $23.5M |
| RCS Financial Planning, LLC | 12.29% | Reduce -1.2% | 705,923 | $23.3M |
| Quarry Hill Advisors, LLC | 15.07% | Add +2.4% | 703,021 | $23.2M |
| American Capital Advisory, LLC | 12.50% | Add +3.0% | 702,362 | $23.2M |
| New Dimensions Wealth Management, LLC | 23.09% | — | 700,115 | $23.1M |
| SageOak Financial, LLC | 20.48% | Add +19.5% | 700,076 | $23.1M |
| David Wealth Management LLC | 19.24% | Add +0.7% | 697,076 | $23.0M |
| Versant Capital Management, Inc | 3.83% | Add +0.9% | 692,392 | $22.8M |
| Cloud Capital Management, LLC | 16.11% | — | 687,789 | $22.7M |
| Babb Wealth Advisors LLC | 17.99% | Reduce -0.3% | 680,609 | $22.5M |
| SwitchPoint Financial Planning, LLC | 21.24% | Reduce -2.8% | 678,627 | $22.4M |
| Longview Financial Advisors LLC | 14.73% | Reduce -0.8% | 676,700 | $22.3M |
| Cahill Financial Advisors Inc. | 2.98% | Add +4.0% | 664,539 | $21.9M |
| Cambridge Financial Group, LLC | 9.00% | Reduce -3.8% | 643,077 | $21.2M |
| N.E.W. Advisory Services LLC | 1.61% | Add +3.1% | 637,671 | $21.0M |
| Cahill Wealth Management, LLC | 10.59% | Add +14.3% | 630,822 | $20.8M |
| Trajan Wealth LLC | 1.13% | Reduce -0.3% | 627,731 | $20.7M |
| AdvisorNet Financial, Inc | 1.52% | Add +46.1% | 620,147 | $20.5M |
| Financial Alternatives, Inc | 14.47% | Reduce -3.8% | 615,193 | $20.3M |
| LifeGuide Financial Advisors, LLC | 8.20% | Add +11.8% | 609,025 | $20.1M |
| Cwm, LLC | 0.08% | Add +3.6% | 602,436 | $19.9M |
| Fiduciary Financial Group, LLC | 4.23% | Add +5.8% | 634,751 | $19.4M |
| Geneos Wealth Management Inc. | 0.65% | Add +3.7% | 586,332 | $19.3M |
| Legacy Financial Group, Inc. | 6.13% | Reduce -1.5% | 579,333 | $19.1M |
| Hutchens & Kramer Investment Management Group, LLC | 10.42% | Reduce -1.0% | 574,086 | $18.9M |
| Avantax Planning Partners, Inc. | 0.66% | Reduce -0.5% | 569,330 | $18.8M |
| Strategic Investment Solutions, Inc. | 5.45% | Add +30.6% | 569,212 | $18.8M |
| Investment Advisory Group, LLC | 6.26% | Add +1.3% | 567,641 | $18.7M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +38.6% | 563,624 | $18.6M |
| EverSource Wealth Advisors, LLC | 1.02% | Add +12.7% | 563,146 | $18.6M |
| Simplicity Wealth,LLC | 1.41% | Add +3279.4% | 550,538 | $18.2M |
| JDH Wealth Management, LLC | 15.20% | Reduce -1.8% | 537,068 | $17.7M |
| CFS Investment Advisory Services, LLC | 1.57% | Reduce -3.1% | 536,170 | $17.7M |
| Merit Financial Group, LLC | 0.26% | Add +16.1% | 531,998 | $17.6M |
| Mission Wealth Management, LP | 0.44% | Add +10.4% | 528,798 | $17.4M |
| Pinnacle Financial Group, LLC / IL | 6.18% | Reduce -0.7% | 515,221 | $17.0M |
| Rehmann Capital Advisory Group | 1.07% | Add +1.4% | 513,093 | $16.9M |
| Signature Resources Capital Management, LLC | 14.47% | Add +4.2% | 509,978 | $16.8M |
| Kraft Asset Management, LLC | 15.33% | Reduce -18.3% | 507,412 | $16.7M |
| Summit Wealth Group, LLC | 4.87% | Reduce -9.3% | 505,091 | $16.7M |
| Retirement Solution LLC | 4.71% | Add +17.3% | 502,884 | $16.6M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +6.3% | 499,003 | $16.5M |
| AQR Capital Management | 0.02% | Add +100.0% | 492,746 | $16.3M |
| Wealth Management Strategies, Inc. | 10.84% | Add +7.3% | 491,315 | $16.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +13.5% | 489,112 | $16.1M |
| Riverchase Wealth Management, LLC | 11.02% | Reduce -35.7% | 477,028 | $15.7M |
| Cresset Asset Management, LLC | 0.08% | Add +3.9% | 472,537 | $15.6M |
| Binnacle Investments Inc | 11.15% | — | 463,001 | $15.3M |
| Morgan Stanley | 0.00% | Add +4.2% | 462,744 | $15.3M |
| tru Independence LLC | 4.63% | Add +43.0% | 451,863 | $14.9M |
| CVA Family Office, LLC | 2.28% | Reduce -0.1% | 451,800 | $14.9M |
| Parkworth Wealth Management, Inc. | 11.79% | Reduce -0.7% | 447,636 | $14.8M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 446,637 | $14.7M |
| Hemington Wealth Management | 2.27% | Reduce -2.9% | 443,697 | $14.6M |
| Diversify Wealth Management, LLC | 1.08% | Reduce -15.3% | 451,473 | $14.6M |
| Firethorn Wealth Partners, LLC | 6.86% | Reduce -1.7% | 435,411 | $14.4M |
| Scratch Capital LLC | 14.75% | Add +26.1% | 432,967 | $14.3M |
| Corus Family Wealth Advisors | 9.55% | Add +3.5% | 422,421 | $13.9M |
| Capstone Wealth Management, LLC | 13.75% | Reduce -1.7% | 418,390 | $13.8M |
| Farther Finance Advisors, LLC | 0.34% | Add +29.4% | 399,758 | $13.2M |
| Visionary Wealth Advisors | 0.78% | Add +6.2% | 395,672 | $13.1M |
| XY Planning Network, Inc. | 8.67% | Add +46.6% | 393,856 | $13.0M |
| Cravens & Co Advisors, LLC | 10.06% | Add +4.5% | 392,465 | $12.9M |
| Aerodigm Wealth, LLC | 7.16% | Add +1.5% | 389,464 | $12.8M |
| Foundation Wealth Management, LLC\PA | 6.08% | Reduce -11.3% | 387,234 | $12.8M |
| Regions Financial Corp. | 0.09% | Reduce -0.2% | 374,764 | $12.4M |
| Integrated Advisors Network LLC | 0.62% | Reduce -5.5% | 370,613 | $12.2M |
| Tru Independence Asset Management 2, LLC | 9.10% | Add +9.3% | 368,783 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 365,722 | $12.1M |
| Five Oceans Advisors | 5.76% | Add +7.1% | 364,378 | $12.0M |
| Family Office Research LLC | 5.82% | Add +3.4% | 362,147 | $11.9M |
| Hassell Wealth Management, LLC | 5.00% | Reduce -18.6% | 372,739 | $11.7M |
| Arax Advisory Partners | 0.75% | Add +267.8% | 352,694 | $11.6M |
| Keudell/Morrison Wealth Management | 2.70% | Reduce -15.3% | 347,526 | $11.5M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +1.2% | 342,670 | $11.3M |
| Knightsbridge Asset Management, LLC | 2.93% | Reduce 0.0% | 340,856 | $11.2M |
| Silver Oak Advisory Group, Inc. | 5.89% | Reduce -0.4% | 336,101 | $11.1M |
| Cherry Tree Wealth Management, LLC | 2.66% | Add +0.5% | 334,264 | $11.0M |
| Winthrop Advisory Group LLC | 1.31% | Reduce -2.2% | 330,150 | $10.9M |
| Great Waters Wealth Management | 1.51% | Reduce -4.8% | 329,233 | $10.9M |
| Avion Wealth | 2.75% | No change | 310,246 | $10.7M |
| Melfa Wealth Management, Inc. | 7.22% | Add +1.6% | 324,059 | $10.7M |
| Oceanside Advisors LLC | 7.68% | Add +2.7% | 321,755 | $10.6M |
| McLean Asset Management Corp | 3.46% | Add +28.5% | 359,990 | $10.5M |
| Vestia Personal Wealth Advisors | 8.25% | Add +13.1% | 316,278 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +0.5% | 314,990 | $10.4M |
| Aspiriant, LLC | 0.36% | Add +11.4% | 314,110 | $10.4M |
| SageView Advisory Group, LLC | 0.43% | Reduce -2.1% | 303,928 | $10.0M |
| Cedar Wealth Management, LLC | 3.55% | No change | 302,298 | $10.0M |
| Two West Capital Advisors LLC | 8.32% | Add +8.2% | 320,091 | $10.0M |
| Great Lakes Retirement, Inc. | 1.30% | Add +2.3% | 300,204 | $9.9M |
| Forthright Family Wealth Advisory LLC | 6.41% | Add +2.1% | 294,334 | $9.7M |
| FMR LLC | 0.00% | Add +19.9% | 285,906 | $9.4M |
| Rf&l Wealth Management, LLC | 6.74% | Reduce -0.6% | 285,793 | $9.4M |
| Waterfront Wealth Inc. | 2.27% | Add +3.6% | 281,768 | $9.3M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.4% | 276,630 | $9.1M |
| Tortoise Investment Management, LLC | 0.93% | Add +23.3% | 269,998 | $8.9M |
| Red Wave Investments LLC | 3.19% | Reduce -1.4% | 269,532 | $8.9M |
| Investmark Advisory Group LLC | 4.29% | Reduce -0.3% | 263,493 | $8.7M |
| Fort Point Capital Partners LLC | 0.97% | Reduce -1.1% | 263,271 | $8.7M |
| Apollon Financial, LLC | 2.05% | Add +2305.1% | 261,651 | $8.6M |
| Aveo Capital Partners, LLC | 1.41% | Add +26.2% | 258,593 | $8.5M |
| Gemmer Asset Management LLC | 0.84% | Add +0.1% | 253,803 | $8.4M |
| Rappaport Reiches Capital Management, LLC | 2.05% | Reduce -0.4% | 248,724 | $8.2M |
| Websterrogers Financial Advisors, LLC | 2.79% | Reduce -9.3% | 247,923 | $8.2M |
| Poinciana Advisors Group, LLC | 8.28% | Reduce -1.3% | 242,157 | $8.0M |
| RFG Advisory, LLC | 0.21% | Reduce -34.0% | 234,891 | $7.7M |
| Arista Wealth Management, LLC | 1.88% | Reduce -0.5% | 234,595 | $7.7M |
| Sutton Place Investors LLC | 5.14% | Reduce -0.5% | 231,555 | $7.6M |
| AssuredPartners Investment Advisors, LLC | 1.47% | Add +3.0% | 230,734 | $7.6M |
| Factor Wealth Management LTD | 2.33% | Reduce -0.7% | 229,833 | $7.6M |
| Townsquare Capital LLC | 0.08% | Add +14.8% | 228,873 | $7.6M |
| Austin Private Wealth, LLC | 0.68% | Add +92.9% | 228,307 | $7.5M |
| Nwam LLC | 0.65% | Reduce -21.2% | 228,040 | $7.5M |
| CreativeOne Wealth, LLC | 0.22% | Add +21.5% | 226,418 | $7.5M |
| Freedom Financial Partners LLC | 3.46% | Reduce -1.3% | 225,489 | $7.4M |
| Smartleaf Asset Management LLC | 0.72% | Add +0.5% | 226,630 | $7.4M |
| Entrewealth, LLC | 5.69% | Reduce -10.5% | 224,381 | $7.4M |
| CGN Advisors LLC | 0.72% | Add +5.1% | 223,840 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +1.7% | 222,352 | $7.3M |
| Conquis Financial LLC | 7.57% | Reduce -4.8% | 220,925 | $7.3M |
| Woodside Wealth Management LLC | 6.63% | — | 216,896 | $7.2M |
| PFG Advisors | 0.39% | Add +3.5% | 211,245 | $7.0M |
| Optima Capital LLC | 4.39% | Add +2.0% | 208,879 | $6.9M |
| Morris Financial Concepts, Inc. | 2.86% | Reduce -0.9% | 206,789 | $6.8M |
| Bridgewater Advisors Inc. | 0.57% | Reduce -1.8% | 202,790 | $6.6M |
| Foundations Investment Advisors, LLC | 0.12% | Add +374.8% | 196,787 | $6.5M |
| Physician Wealth Solutions Inc. | 3.26% | Reduce -8.1% | 196,604 | $6.5M |
| Parkwoods Wealth Partners, LLC | 4.23% | Add +353.1% | 189,928 | $6.3M |
| Kaufman Rossin Wealth, LLC | 4.42% | Reduce -0.4% | 187,378 | $6.2M |
| Archford Capital Strategies, LLC | 0.90% | Add +693.2% | 185,333 | $6.1M |
| Montis Financial, LLC | 1.79% | Reduce -6.3% | 184,476 | $6.1M |
| Berger Financial Group, Inc | 0.42% | Reduce -5.2% | 184,465 | $6.1M |
| IFG Advisors, LLC | 1.17% | Reduce -2.3% | 183,507 | $6.1M |
| Nicholas Hoffman & Company, LLC. | 0.23% | Add +0.0% | 182,257 | $6.0M |
| VSM Wealth Advisory, LLC | 2.15% | Add +8.2% | 181,466 | $6.0M |
| Fiducient Advisors LLC | 0.70% | Add +0.3% | 170,955 | $5.6M |
| Millstone Evans Group, LLC | 3.82% | Reduce -2.4% | 170,577 | $5.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.4% | 170,174 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -42.2% | 167,611 | $5.5M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -20.9% | 164,018 | $5.4M |
| McCarthy Asset Management, Inc. | 3.91% | Reduce -1.9% | 163,668 | $5.4M |
| BlueSky Wealth Advisors, LLC | 0.83% | No change | 163,179 | $5.4M |
| HMV Wealth Advisors, LLC | 4.26% | Add +0.4% | 162,717 | $5.4M |
| Citizens & Northern Corp. | 1.51% | Reduce -1.0% | 161,912 | $5.3M |
| Willow Creek Wealth Management Inc. | 0.52% | Add +6.7% | 161,600 | $5.3M |
| Sowell Financial Services LLC | 0.24% | Add +0.9% | 161,276 | $5.3M |
| Financial Insights, Inc. | 2.11% | Reduce -19.0% | 160,762 | $5.3M |
| Valued Wealth Advisors LLC | 3.18% | Reduce -0.7% | 160,711 | $5.3M |
| Venture Visionary Partners LLC | 0.22% | No change | 160,333 | $5.3M |
| Financial Council, LLC | 2.82% | Add +7.3% | 158,520 | $5.2M |
| Financial Counselors Inc. | 0.08% | Reduce -0.1% | 158,089 | $5.2M |
| Apollon Wealth Management, LLC | 0.11% | Add +0.7% | 156,259 | $5.2M |
| Abacus Wealth Partners, LLC | 0.76% | Reduce -2.5% | 152,995 | $5.0M |
| Physician Wealth Advisors, Inc. | 0.86% | Add +0.1% | 151,949 | $5.0M |
| Integrity Wealth Solutions LLC | 2.68% | Add +1.1% | 150,023 | $4.9M |
| Running Point Capital Advisors, LLC | 1.55% | Reduce -1.5% | 147,815 | $4.9M |
| Ariadne Wealth Management, LP | 2.53% | Reduce -5.7% | 146,724 | $4.9M |
| Acorn Wealth Advisors, LLC | 2.01% | Add +4.1% | 146,494 | $4.8M |
| Hutchinson Capital Management | 0.92% | Add +1.0% | 146,048 | $4.8M |
| First Financial Group Corp | 5.44% | Add +4.2% | 145,644 | $4.8M |
| Heritage Wealth Management, Inc. | 4.10% | Reduce -1.6% | 145,462 | $4.8M |
| KOM Wealth Management Group, LLC | 4.19% | Reduce -68.1% | 145,303 | $4.8M |
| Axxcess Wealth Management, LLC | 0.13% | New | 145,265 | $4.8M |
| Aprio Wealth Management, LLC | 0.59% | Add +46.3% | 142,667 | $4.7M |
| Copperleaf Capital, LLC | 2.80% | Add +1.0% | 141,921 | $4.7M |
| Balance Wealth Partners LLC | 3.04% | — | 141,872 | $4.7M |
| GEM Asset Management, LLC | 2.62% | Add +1.4% | 141,259 | $4.7M |
| M Wealth Management, LLC | 4.35% | Reduce -4.9% | 141,574 | $4.7M |
| Baring Financial LLC | 3.89% | Add +18.9% | 140,583 | $4.6M |
| WPWealth LLP | 0.89% | Add +0.2% | 136,555 | $4.5M |
| Wealth Architects, LLC | 0.49% | Add +8.5% | 134,620 | $4.4M |
| Aptus Capital Advisors, LLC | 0.05% | Add +11.7% | 134,320 | $4.4M |
| Prospect Financial Group LLC | 5.65% | Add +1.7% | 134,210 | $4.4M |
| Transcend Capital Advisors, LLC | 0.32% | Add +1365.5% | 133,195 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -4.5% | 132,509 | $4.4M |
| Citigroup Inc. | 0.00% | Add +26.9% | 132,024 | $4.4M |
| MAI Capital Management | 0.03% | Add +0.0% | 130,965 | $4.3M |
| Curio Wealth, LLC | 2.25% | Reduce -100.0% | 52 | $4.3M |
| Stone Summit Wealth LLC | 1.45% | Add +5.4% | 129,383 | $4.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.00% | Add +4.9% | 127,736 | $4.2M |
| Caerus Investment Advisors, LLC | 4.02% | No change | 126,370 | $4.2M |
| Krilogy Financial LLC | 0.27% | Add +0.1% | 124,402 | $4.1M |
| Alpha Financial Advisors, LLC | 1.82% | Reduce -0.3% | 124,344 | $4.1M |
| Mutual Advisors, LLC | 0.12% | Add +6.4% | 127,209 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.7% | 122,977 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +39.3% | 120,896 | $4.0M |
| Western Wealth Management, LLC | 0.26% | Reduce -12.8% | 120,082 | $4.0M |
| Vista Capital Partners, Inc. | 0.48% | Reduce -7.8% | 119,151 | $3.9M |
| Private Trust Co. NA | 0.40% | Reduce -5.5% | 118,519 | $3.9M |
| Werba Rubin Papier Wealth Management | 0.84% | Add +20.1% | 116,868 | $3.9M |
| Keystone Financial Group, Inc. | 2.70% | Add +14.7% | 117,469 | $3.8M |
| Arbor Wealth Advisors LLC | 3.41% | Reduce -1.3% | 115,776 | $3.8M |
| Lakeridge Wealth Management LLC | 1.91% | Add +4.6% | 115,625 | $3.8M |
| Everest Private Wealth | 3.43% | No change | 114,049 | $3.8M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -1.9% | 111,060 | $3.7M |
| NorthCoast Asset Management LLC | 0.02% | Add +185.4% | 111,017 | $3.7M |
| Quantinno Capital Management LP | 0.02% | Add +13.4% | 110,554 | $3.6M |
| Callan Capital, LLC | 0.27% | Reduce -6.5% | 110,165 | $3.6M |
| Clarity Capital Advisors, LLC | 2.35% | Add +42.3% | 108,413 | $3.6M |
| TCFG Wealth Management, LLC | 1.80% | Reduce -2.5% | 108,308 | $3.6M |
| Beckerman Institutional, LLC | 2.58% | Reduce -0.1% | 107,840 | $3.6M |
| Pioneer Wealth Management Group | 1.52% | — | 107,006 | $3.5M |
| Nicolet Advisory Services, LLC | 0.35% | Reduce -2.4% | 115,173 | $3.5M |
| Index Fund Advisors, Inc. | 0.21% | Reduce -6.6% | 103,299 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | No change | 101,662 | $3.4M |
| Caprock Group, LLC | 0.10% | Reduce -0.6% | 99,799 | $3.3M |
| Aegis Wealth Management LLC | 1.93% | Add +13.2% | 99,676 | $3.3M |
| Tranquilli Financial Advisor LLC | 2.08% | Add +4.5% | 99,388 | $3.3M |
| Vanguard Group Inc. | 0.00% | Reduce -2.7% | 99,325 | $3.3M |
| Retirement Planning Group, LLC | 0.15% | Reduce -1.5% | 99,175 | $3.3M |
| Advisors Capital Management, LLC | 0.05% | Add +3.3% | 99,072 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.07% | No change | 94,373 | $3.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 6.36% | Add +0.2% | 98,367 | $3.2M |
| USAdvisors Wealth Management, LLC | 1.12% | Reduce -49.1% | 97,501 | $3.2M |
| C M Bidwell & Associates Ltd. | 1.92% | Reduce -2.1% | 96,748 | $3.2M |
| Note Advisors, LLC | 2.57% | Add +2.3% | 94,500 | $3.1M |
| Prosperity Planning, Inc. | 1.39% | Add +1.7% | 93,487 | $3.1M |
| Allium Financial Advisors, LLC | 2.77% | — | 92,057 | $3.0M |
| Freestone Capital Holdings, LLC | 0.11% | No change | 91,975 | $3.0M |
| Wealthspan Partners, LLC | 1.37% | Reduce -0.1% | 90,144 | $3.0M |
| CW Advisors, LLC | 0.04% | New | 89,706 | $3.0M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -4.7% | 89,397 | $2.9M |
| Essential Planning, LLC. | 1.17% | Reduce -97.8% | 88,272 | $2.9M |
| Buttonwood Financial Advisors Inc. | 1.28% | Reduce -7.2% | 88,260 | $2.9M |
| LJI Wealth Management, LLC | 0.58% | Reduce -1.9% | 87,555 | $2.9M |
| WestHill Financial Advisors, Inc. | 0.66% | Reduce -0.3% | 86,838 | $2.9M |
| OneAscent Family Office, LLC | 2.66% | New | 86,479 | $2.9M |
| Orion Capital Management LLC | 1.18% | Add +15.7% | 84,988 | $2.8M |
| Parkside Advisors LLC | 0.67% | No change | 84,709 | $2.8M |
| Accredited Investor Services, LLC | 2.33% | Reduce -2.3% | 84,456 | $2.8M |
| Main Street Financial Solutions, LLC | 0.24% | Add +25.4% | 83,479 | $2.8M |
| Nautilus Advisors LLC | 2.27% | Add +0.4% | 83,302 | $2.7M |
| Hartmann Taylor Wealth Management, LLC | 2.46% | — | 83,196 | $2.7M |
| Financial Advocates Investment Management | 0.19% | Reduce -0.0% | 82,542 | $2.7M |
| Concord Wealth Partners | 0.45% | Reduce -3.4% | 82,540 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -0.6% | 81,969 | $2.7M |
| 1900 Wealth Management LLC | 0.22% | Reduce -9.6% | 81,367 | $2.7M |
| True North Advisors, LLC | 0.47% | New | 79,903 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 79,599 | $2.6M |
| Seneschal Advisors, LLC | 2.24% | Add +3.4% | 79,042 | $2.6M |
| Intelligent Financial Strategies | 1.33% | Add +0.0% | 77,152 | $2.5M |
| Pallas Capital Advisors LLC | 0.11% | No change | 76,860 | $2.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -4.5% | 76,795 | $2.5M |
| MB Generational Wealth, LLC | 1.89% | Add +17.2% | 76,644 | $2.5M |
| Kure Advisory, LLC | 1.89% | — | 75,858 | $2.5M |
| 25 LLC | 1.03% | Reduce -14.5% | 75,389 | $2.5M |
| Atwater Malick LLC | 0.84% | Reduce -4.5% | 75,336 | $2.5M |
| City State Bank | 0.81% | Add +48.3% | 74,631 | $2.5M |
| McGrath & Associates, Inc. | 4.40% | Add +49.8% | 73,062 | $2.4M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -0.7% | 72,641 | $2.4M |
| Baker Avenue Asset Management, LP | 0.08% | No change | 72,633 | $2.4M |
| Liberty Capital Management, Inc. | 0.53% | No change | 72,322 | $2.4M |
| Marietta Wealth Management, LLC | 0.35% | No change | 72,158 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.2% | 72,103 | $2.4M |
| AE Wealth Management LLC | 0.02% | Reduce -5.6% | 72,103 | $2.4M |
| WealthCollab, LLC | 1.47% | Reduce -4.0% | 71,866 | $2.4M |
| HFG Wealth Management, LLC | 1.43% | Reduce -3.9% | 68,414 | $2.4M |
| Samalin Investment Counsel, LLC | 0.96% | Reduce -39.2% | 71,504 | $2.4M |
| Yarger Wealth Strategies, LLC | 1.37% | Add +0.3% | 71,147 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.09% | Add +31.5% | 69,872 | $2.3M |
| 49 Wealth Management, LLC | 0.27% | New | 69,044 | $2.3M |
| Savvy Advisors, Inc. | 0.23% | Add +11.9% | 68,644 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.81% | No change | 68,560 | $2.3M |
| Strategent Financial, LLC | 2.03% | Add +2.4% | 67,826 | $2.2M |
| Great Oak Capital Partners, LLC | 0.74% | No change | 63,928 | $2.2M |
| American Financial Advisors, LLC | 0.32% | No change | 66,201 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 66,020 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +145.8% | 66,247 | $2.2M |
| Seaside Wealth Management, Inc. | 0.77% | Reduce -1.0% | 65,727 | $2.2M |
| Davis R M Inc. | 0.04% | Reduce -33.4% | 65,594 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +3.8% | 65,528 | $2.2M |
| M&T Bank Corp | 0.01% | No change | 65,258 | $2.2M |
| Signet Financial Management, LLC | 0.29% | Reduce -10.6% | 64,717 | $2.1M |
| Sage Mountain Advisors LLC | 0.16% | No change | 64,523 | $2.1M |
| RB Capital Management, LLC | 0.54% | Add +5.2% | 64,364 | $2.1M |
| KM Capital Management Ltd. | 1.13% | Reduce -4.4% | 63,739 | $2.1M |
| Pollock Investment Advisors, LLC | 1.69% | Add +40.8% | 63,200 | $2.1M |
| Future You Wealth LLC | 1.32% | No change | 62,617 | $2.1M |
| Keener Financial Planning LLC | 1.34% | No change | 62,582 | $2.1M |
| Family Wealth Partners, LLC | 0.93% | Add +2.3% | 61,978 | $2.0M |
| Archer Investment Management, LLC | 1.40% | Add +87.8% | 61,224 | $2.0M |
| Aviance Capital Partners, LLC | 0.28% | Reduce -1.9% | 61,152 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.17% | No change | 60,946 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -38.4% | 60,337 | $2.0M |
| Marcum Wealth, LLC | 0.17% | Add +0.2% | 60,082 | $2.0M |
| Grey Fox Wealth Advisors, LLC | 0.52% | Add +0.3% | 59,624 | $2.0M |
| PDS Planning, Inc | 0.16% | No change | 57,351 | $1.9M |
| Aquire Wealth Advisors, LLC | 0.58% | No change | 57,169 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 56,944 | $1.9M |
| Freedom Investment Management, Inc. | 0.16% | Reduce -0.1% | 56,540 | $1.9M |
| Parkside Financial Bank & Trust | 0.24% | Add +7.0% | 55,626 | $1.8M |
| Cadent Capital Advisors, LLC | 0.69% | Add +0.1% | 54,677 | $1.8M |
| Virtue Capital Management, LLC | 0.21% | New | 54,108 | $1.8M |
| Quad-Cities Investment Group, LLC | 0.87% | Add +1.5% | 53,326 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | New | 52,974 | $1.7M |
| Larson Financial Group LLC | 0.08% | Add +0.2% | 52,769 | $1.7M |
| Strategic Blueprint, LLC | 0.09% | Add +12.0% | 52,065 | $1.7M |
| Level Wealth Management LLC | 1.12% | Add +0.0% | 52,041 | $1.7M |
| Olistico Wealth, LLC | 1.06% | Reduce -2.1% | 51,985 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.23% | — | 51,956 | $1.7M |
| MJP Associates Inc. | 0.31% | Add +0.1% | 51,646 | $1.7M |
| Advisor OS, LLC | 0.19% | Add +0.1% | 51,646 | $1.7M |
| Cassaday & Co Wealth Management LLC | 0.05% | Add +0.4% | 51,047 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +9.5% | 50,077 | $1.7M |
| Beaird Harris Wealth Management, LLC | 0.14% | Reduce -4.8% | 49,808 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.8% | 49,454 | $1.6M |
| Triad Wealth Partners, LLC | 0.51% | Add +305.6% | 49,260 | $1.6M |
| Wedmont Private Capital | 0.08% | No change | 52,046 | $1.6M |
| HUB Investment Partners, LLC | 0.06% | Add +0.0% | 48,686 | $1.6M |
| Integrity Investment Advisors, LLC | 1.46% | — | 48,300 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -0.9% | 48,195 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -7.8% | 47,705 | $1.6M |
| Strategic Financial Concepts, LLC | 0.29% | No change | 47,328 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 46,897 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -66.8% | 43,438 | $1.5M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.5M |
| Axis Wealth Partners, LLC | 1.09% | Add +17.1% | 44,614 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.0% | 44,513 | $1.5M |
| Oakworth Capital, Inc. | 0.10% | Add +65.6% | 44,445 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 44,056 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Add +0.0% | 43,859 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +0.6% | 43,432 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -68.7% | 43,229 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +22.9% | 43,189 | $1.4M |
| Edge Financial Advisors LLC | 0.89% | Reduce -64.4% | 42,800 | $1.4M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -11.2% | 42,672 | $1.4M |
| Shakespeare Wealth Management, LLC | 0.38% | Add +9.6% | 42,485 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +6.1% | 45,241 | $1.4M |
| Coston, McIsaac & Partners | 0.40% | Reduce -0.6% | 42,035 | $1.4M |
| Roundview Capital LLC | 0.10% | New | 41,964 | $1.4M |
| Clark Asset Management, LLC | 0.22% | No change | 40,609 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.2% | 40,178 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.54% | No change | 42,815 | $1.3M |
| Avant Financial Advisors LLC | 1.19% | Reduce -3.6% | 39,800 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.3M |
| Probity Advisors, Inc. | 0.25% | No change | 38,944 | $1.3M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 38,869 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.3M |
| Nicolet Bankshares Inc. | 0.25% | No change | 38,413 | $1.3M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -2.2% | 38,022 | $1.3M |
| Landing Point Financial Group, LLC | 0.95% | Add +58.0% | 38,006 | $1.3M |
| SeaBridge Investment Advisors LLC | 0.27% | Add +0.2% | 37,846 | $1.2M |
| Mission Hills Financial Advisory, LLC | 0.86% | Add +4.5% | 37,571 | $1.2M |
| Shotwell Rutter Baer Inc | 1.09% | Reduce -0.5% | 41,457 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -1.6% | 37,293 | $1.2M |
| Brewster Financial Planning LLC | 0.91% | No change | 37,270 | $1.2M |
| Lifeworks Advisors, LLC | 0.20% | Add +0.3% | 37,216 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +29.1% | 37,114 | $1.2M |
| MGB Wealth Management, LLC | 0.44% | No change | 36,915 | $1.2M |
| Vermillion Wealth Management, Inc. | 0.36% | Reduce -3.1% | 36,664 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 36,214 | $1.2M |
| Disciplined Equity Management, Inc. | 0.83% | Add +0.5% | 36,070 | $1.2M |
| Lane & Associates LLC | 0.64% | Add +7.3% | 35,848 | $1.2M |
| First Merchants Corp. | 0.05% | Reduce -8.0% | 35,422 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | No change | 35,283 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +117.9% | 35,052 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.4% | 34,952 | $1.2M |
| Michael A. Dubis Financial Planning, LLC | 1.12% | No change | 34,921 | $1.2M |
| World Investment Advisors | 0.03% | Add +2.1% | 34,748 | $1.1M |
| Fortress Wealth Management, Inc. | 0.60% | Add +10.9% | 34,731 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 34,638 | $1.1M |
| Lam Group, Inc. | 0.82% | No change | 33,885 | $1.1M |
| Lion Street Advisors, LLC | 0.35% | Reduce -2.8% | 33,726 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +11.4% | 33,852 | $1.1M |
| Fortis Advisors, LLC | 0.72% | Reduce -20.8% | 33,289 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 32,962 | $1.1M |
| Aspire Private Capital, LLC | 0.27% | Reduce -0.7% | 32,889 | $1.1M |
| Almanack Investment Partners, LLC. | 0.21% | Reduce -6.8% | 32,866 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -2.0% | 32,807 | $1.1M |
| Rise Advisors, LLC | 0.47% | Add +0.3% | 32,560 | $1.1M |
| Heritage Wealth Advisors | 0.05% | No change | 32,405 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Add +2.0% | 32,345 | $1.1M |
| Rialto Wealth Management, LLC | 0.33% | Add +14.4% | 32,324 | $1.1M |
| Commerce Bank | 0.01% | Reduce -2.1% | 32,319 | $1.1M |
| Collective Family Office LLC | 0.29% | No change | 32,293 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | No change | 31,964 | $1.1M |
| Benchmark Wealth Management, LLC | 0.50% | New | 31,269 | $1.0M |
| Black Point Wealth Management | 5.95% | Reduce -79.2% | 31,161 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.69% | No change | 31,103 | $1.0M |
| High Probability Advisors, LLC | 0.17% | Reduce -0.1% | 30,874 | $1.0M |
| Stewardship Advisors, LLC | 0.27% | Add +20.5% | 30,654 | $1.0M |
| Bank of Montreal | 0.00% | Add +337.7% | 30,639 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +9.8% | 30,596 | $1.0M |
| Tranquility Partners, LLC | 0.39% | No change | 30,589 | $1.0M |
| FSM Wealth Advisors, LLC | 0.23% | Add +0.0% | 30,325 | $1.0M |
| Montag A & Associates Inc. | 0.05% | No change | 30,235 | $997K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 30,136 | $994K |
| Cooper Financial Group | 0.13% | Reduce -7.6% | 30,042 | $991K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 29,920 | $987K |
| ERn Financial, LLC | 0.16% | No change | 29,878 | $986K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 29,738 | $981K |
| Verus Capital Partners, LLC | 0.10% | Add +268.8% | 29,319 | $967K |
| Northeast Financial Group, Inc. | 0.36% | Reduce -0.4% | 29,299 | $967K |
| Keystone Financial Services | 0.37% | Add +2.2% | 29,176 | $963K |
| JB Capital LLC | 0.05% | Reduce -3.4% | 28,992 | $956K |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $949K |
| Renasant Bank | 0.63% | Reduce -0.6% | 28,633 | $945K |
| TruNorth Capital Management, LLC | 0.23% | No change | 28,519 | $941K |
| Disciplined Investors, L.L.C. | 0.85% | Add +4.2% | 28,512 | $941K |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $938K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -32.0% | 28,199 | $930K |
| SCS Capital Management LLC | 0.01% | New | 28,110 | $927K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -0.1% | 28,067 | $926K |
| Oakwell Private Wealth Management, LLC | 0.25% | Reduce -19.2% | 27,914 | $921K |
| Quantum Financial Advisors, LLC | 0.14% | No change | 27,780 | $916K |
| Alkeme Wealth, LLC | 0.41% | Add +65.6% | 27,702 | $914K |
| Fisher Asset Management | 0.00% | New | 27,609 | $911K |
| Magnolia Capital Advisors LLC | 0.25% | Add +0.3% | 27,370 | $903K |
| Facet Wealth, Inc. | 0.02% | Reduce -3.6% | 27,421 | $902K |
| CRA Financial Services, LLC | 0.15% | Add +7.2% | 26,997 | $891K |
| Evoke Wealth, LLC | 0.02% | Add +6.7% | 26,985 | $890K |
| Sand Hill Global Advisors, LLC | 0.04% | Add +102.0% | 26,985 | $890K |
| Monterey Private Wealth, Inc. | 0.26% | Add +0.1% | 26,924 | $888K |
| Institute for Wealth Management, LLC. | 0.11% | Add +0.1% | 26,804 | $884K |
| Advisory Services Network, LLC | 0.02% | Reduce -5.5% | 26,595 | $877K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -12.5% | 27,117 | $877K |
| DGS Capital Management, LLC | 0.23% | No change | 26,450 | $873K |
| Astra Wealth Partners LLC | 0.83% | No change | 26,442 | $872K |
| Natixis Advisors, LLC | 0.00% | Add +36.9% | 26,308 | $868K |
| TFC Financial Management, Inc. | 0.13% | Add +0.2% | 25,946 | $856K |
| Revisor Wealth Management LLC | 0.38% | Add +255.0% | 25,699 | $848K |
| VanderPol Investments L.L.C. | 1.79% | Add +12.9% | 25,638 | $846K |
| Gibraltar Capital Management, Inc. | 0.18% | New | 25,395 | $838K |
| Richard P Slaughter Associates Inc | 0.19% | No change | 25,188 | $831K |
| Beacon Financial Advisory LLC | 0.25% | Add +9.5% | 24,961 | $823K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +7.9% | 24,960 | $823K |
| Blue Chip Partners, LLC | 0.07% | Add +0.3% | 24,793 | $818K |
| Affinity Capital Advisors, LLC | 0.16% | No change | 25,646 | $798K |
| Sabal Trust CO | 0.04% | Add +15.3% | 24,135 | $796K |
| Solutions 4 Wealth, Ltd | 1.39% | No change | 23,941 | $790K |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Reduce -3.2% | 23,880 | $788K |
| St Germain D J Co. Inc. | 0.04% | No change | 23,839 | $786K |
| S. R. Schill & Associates | 0.62% | Add +0.3% | 23,755 | $784K |
| Citrine Capital LLC | 0.49% | Add +0.1% | 23,672 | $781K |
| Golden State Wealth Management, LLC | 0.11% | Add +25.9% | 23,404 | $772K |
| Gradient Capital Advisors, LLC | 0.25% | Add +1.5% | 23,357 | $771K |
| Elevate Wealth Advisory, Inc. | 0.55% | Reduce -0.1% | 23,329 | $770K |
| Baker Tilly Wealth Management, LLC | 0.30% | Reduce -5.1% | 23,119 | $763K |
| Murphy Pohlad Asset Management LLC | 0.32% | No change | 22,504 | $742K |
| Blue Trust, Inc. | 0.01% | Reduce -7.1% | 22,457 | $741K |
| Advisor Resource Council | 0.06% | New | 22,381 | $738K |
| Quadrant Private Wealth Management, LLC | 0.18% | No change | 22,372 | $738K |
| Hopwood Financial Services, Inc. | 0.57% | No change | 22,370 | $738K |
| Yardley Wealth Management LLC | 0.43% | Reduce -50.3% | 22,062 | $728K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -10.6% | 23,058 | $724K |
| Busey Bank | 0.02% | No change | 21,917 | $723K |
| First Trust Advisors LP | 0.00% | Add +154.1% | 21,594 | $712K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $711K |
| Elevation Wealth Partners, LLC | 0.31% | Add +0.8% | 21,409 | $706K |
| Mendota Financial Group, LLC | 0.76% | Reduce -5.4% | 21,341 | $704K |
| Eldridge Investment Advisors, Inc. | 0.16% | Add +0.0% | 21,272 | $702K |
| Acorn Creek Capital LLC | 0.35% | Reduce -0.7% | 21,238 | $701K |
| Signaturefd, LLC | 0.01% | Add +0.0% | 21,146 | $698K |
| Yoder Wealth Management, Inc. | 0.39% | No change | 21,007 | $693K |
| Boyce & Associates Wealth Consulting, Inc. | 0.69% | Reduce -6.5% | 20,925 | $690K |
| Principal Securities, Inc. | 0.02% | No change | 19,779 | $684K |
| Partners in Financial Planning | 0.14% | Add +0.2% | 20,685 | $682K |
| Kovack Advisors, Inc. | 0.07% | Reduce -1.0% | 20,622 | $680K |
| Sard Wealth Management Group, LLC | 0.45% | Add +0.3% | 20,408 | $673K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 20,357 | $672K |
| Security Financial Services, INC. | 0.13% | Reduce -7.6% | 20,260 | $668K |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.3% | 20,166 | $665K |
| Gilbert & Cook, Inc. | 0.10% | Add +220.2% | 20,140 | $664K |
| QRG Capital Management, Inc. | 0.01% | Reduce -37.4% | 19,845 | $655K |
| bLong Financial, LLC | 0.58% | No change | 19,784 | $653K |
| Oak Wealth Advisors LLC | 0.48% | Add +3.8% | 19,574 | $646K |
| KPP Advisory Services LLC | 0.12% | Reduce -4.8% | 19,571 | $646K |
| Single Point Partners, LLC | 0.15% | Reduce -8.3% | 19,219 | $634K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,141 | $631K |
| Texas Bank & Trust Co | 0.26% | No change | 18,907 | $624K |
| Better Money Decisions, LLC | 0.42% | Reduce -7.7% | 18,871 | $623K |
| Riverbend Wealth Management, LLC | 0.56% | Reduce -38.6% | 18,844 | $622K |
| Sage Rhino Capital LLC | 0.14% | Add +2.4% | 18,761 | $619K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -16.0% | 18,726 | $618K |
| BlackRock, Inc. | 0.00% | Add +255.9% | 18,580 | $613K |
| Northeast Planning Associates, Inc. / NH / | 0.51% | Reduce -82.2% | 18,529 | $611K |
| Stage Harbor Financial, LLC | 0.52% | Add +2.7% | 18,527 | $611K |
| Capital Advisors Inc. | 0.01% | Reduce -7.7% | 18,497 | $610K |
| Ti-Trust, Inc. | 0.40% | No change | 18,395 | $607K |
| Blume Capital Management, Inc. | 0.14% | Add +43.2% | 18,322 | $604K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 18,303 | $604K |
| M Holdings Securities, Inc. | 0.10% | Add +1.8% | 18,265 | $603K |
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -13.5% | 18,340 | $602K |
| FSA Advisors, Inc. | 0.48% | Add +11.0% | 18,226 | $601K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $599K |
| Emprise Bank | 0.32% | Reduce -3.0% | 18,097 | $597K |
| Sprinkle Financial Consultants LLC | 0.38% | Add +189.6% | 18,093 | $597K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -12.9% | 17,959 | $592K |
| Colonial Trust Co / SC | 0.09% | No change | 17,949 | $592K |
| BBR Partners, LLC | 0.04% | Add +0.1% | 17,942 | $592K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +0.2% | 17,928 | $591K |
| CoreCap Advisors, LLC | 0.03% | Reduce -9.3% | 17,513 | $578K |
| Argent Trust Co | 0.02% | No change | 17,432 | $575K |
| Charles Schwab Trust Co | 0.05% | No change | 17,369 | $573K |
| Tudor Investment Corporation | 0.01% | New | 17,119 | $565K |
| National Wealth Management Group, LLC | 0.37% | Add +0.1% | 17,119 | $565K |
| Anderson Hoagland & Co. | 0.07% | No change | 19,248 | $561K |
| Pettinga Financial Advisors LLC | 0.13% | No change | 16,939 | $559K |
| CPA Asset Management Group, LLC | 0.25% | Add +12.7% | 16,883 | $557K |
| Rebalance, LLC | 0.04% | Add +0.2% | 16,859 | $556K |
| Bay Capital Advisors, LLC | 0.46% | Add +2.8% | 16,751 | $553K |
| CogentBlue Wealth Advisors, LLC | 0.48% | Add +0.0% | 16,741 | $552K |
| Evolution Advisers, Inc. | 0.29% | No change | 16,680 | $550K |
| TFB Advisors LLC | 0.16% | Reduce -14.6% | 16,524 | $545K |
| WBH Advisory Inc. | 0.05% | No change | 16,478 | $544K |
| Destination Wealth Management | 0.02% | Reduce -1.9% | 16,194 | $534K |
| MPWM Advisory Solutions, LLC | 0.39% | Add +0.0% | 16,164 | $533K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.3% | 17,067 | $531K |
| Magnus Financial Group LLC | 0.05% | Add +1.3% | 15,969 | $527K |
| Trust Point Inc. | 0.05% | No change | 15,945 | $526K |
| Moors & Cabot, Inc. | 0.03% | No change | 15,881 | $524K |
| Cable Hill Partners, LLC | 0.05% | New | 16,156 | $521K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $520K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.3% | 15,754 | $520K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.9% | 15,737 | $519K |
| Threadgill Financial, LLC | 0.28% | No change | 15,705 | $518K |
| Martin Worley Group | 0.29% | Reduce -8.8% | 15,621 | $515K |
| Timonier Family Office, LTD. | 0.23% | Reduce -12.0% | 15,596 | $515K |
| Balboa Wealth Partners | 0.12% | Reduce -1.7% | 15,578 | $514K |
| Gibbs Wealth Management | 0.12% | Reduce -13.4% | 15,545 | $513K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 15,440 | $509K |
| Jentner Corp | 0.15% | Add +127.5% | 15,329 | $506K |
| Brooklyn FI, LLC | 0.16% | Add +104.8% | 15,259 | $503K |
| Providence Capital Advisors, LLC | 0.10% | No change | 15,202 | $502K |
| BostonPremier Wealth LLC | 0.31% | Add +6.2% | 15,155 | $500K |
| Johnson Financial Group, LLC | 0.05% | No change | 15,089 | $498K |
| Janney Montgomery Scott LLC | 0.00% | Add +32.1% | 14,993 | $495K |
| Francis Financial, Inc. | 0.12% | No change | 14,876 | $491K |
| North Capital, Inc. | 0.46% | — | 14,873 | $491K |
| Ascent Group, LLC | 0.02% | Reduce -3.4% | 14,552 | $480K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $480K |
| Morling Financial Advisors, LLC | 0.16% | Reduce -0.0% | 14,490 | $478K |
| SYM FINANCIAL Corp | 0.06% | Add +18.0% | 14,487 | $478K |
| Rockingstone Advisors LLC | 0.21% | No change | 14,471 | $477K |
| Harbor Group, Inc. | 0.09% | Reduce -2.1% | 14,373 | $474K |
| Barry Investment Advisors, LLC | 0.13% | Add +0.2% | 14,335 | $473K |
| Highland Financial Advisors, LLC | 0.17% | No change | 14,254 | $470K |
| Greenwood Capital Associates LLC | 0.06% | Add +56.3% | 14,113 | $466K |
| Autumn Glory Partners, LLC | 0.23% | New | 14,082 | $465K |
| Brooklyn Investment Group | 0.10% | New | 13,918 | $459K |
| EnRich Financial Partners LLC | 0.15% | Add +5.3% | 13,783 | $455K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.1% | 13,659 | $451K |
| Lockerman Financial Group, Inc. | 0.67% | No change | 13,526 | $446K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +125.6% | 13,523 | $446K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $444K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -0.4% | 13,449 | $444K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +0.2% | 13,378 | $441K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 13,326 | $440K |
| Shore Point Advisors, LLC | 0.23% | Reduce -29.4% | 13,305 | $439K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 13,179 | $435K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.0% | 13,134 | $433K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +0.7% | 13,120 | $433K |
| Navigoe, LLC | 0.37% | No change | 13,096 | $432K |
| Empower Advisory Group, LLC | 0.00% | Reduce -42.4% | 12,975 | $428K |
| Bessemer Group Inc. | 0.00% | No change | 12,703 | $419K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,697 | $419K |
| Modern Wealth Management, LLC | 0.01% | Add +7.6% | 12,634 | $417K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 12,515 | $413K |
| Fiduciary Alliance LLC | 0.04% | Reduce -5.2% | 12,454 | $411K |
| Reyes Financial Architecture, Inc. | 0.30% | No change | 12,411 | $409K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.8% | 12,382 | $408K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 12,347 | $407K |
| Tableaux LLC | 0.29% | Reduce -21.2% | 12,332 | $407K |
| Robinswood Financial LLC | 0.15% | Add +0.0% | 12,180 | $402K |
| Vista Finance, LLC | 0.34% | No change | 11,992 | $396K |
| Natural Investments, LLC | 0.11% | No change | 11,969 | $394K |
| Cutler Investment Counsel LLC | 0.05% | No change | 11,925 | $393K |
| BWM Planning, LLC | 0.17% | Add +20.1% | 11,888 | $392K |
| Pure Portfolios Holdings LLC | 0.14% | Reduce -2.6% | 11,880 | $392K |
| Keel Point, LLC | 0.03% | Reduce -37.2% | 11,509 | $380K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -2.6% | 11,387 | $376K |
| Bordeaux Wealth Advisors LLC | 0.07% | Add +16.4% | 11,346 | $374K |
| HRT Financial LP | 0.00% | New | 11,355 | $374K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Reduce -1.0% | 11,196 | $369K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.2% | 11,167 | $368K |
| Renaissance Technologies | 0.00% | Reduce -86.4% | 11,100 | $366K |
| Fulcrum Capital LLC | 0.08% | No change | 11,065 | $365K |
| American Investment Services, Inc. | 0.06% | Add +0.1% | 11,049 | $365K |
| Fairman Group, LLC | 0.33% | Add +0.3% | 10,562 | $364K |
| Arkadios Wealth Advisors | 0.01% | New | 11,042 | $364K |
| Monument Capital Management | 0.11% | No change | 11,012 | $363K |
| Capital Investment Advisors, LLC | 0.01% | New | 11,003 | $363K |
| Oxbow Advisors, LLC | 0.04% | New | 10,907 | $360K |
| BOS Asset Management, LLC | 0.12% | Reduce -8.0% | 10,871 | $359K |
| Harbour Investments, Inc. | 0.01% | Add +6.1% | 10,848 | $358K |
| Burk Holdings LLC | 0.27% | Add +0.3% | 10,840 | $358K |
| Smith Anglin Financial, LLC | 0.04% | Add +0.3% | 10,809 | $357K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $356K |
| Sigma Planning Corp | 0.01% | Reduce -36.6% | 10,769 | $355K |
| Intrua Financial, LLC | 0.06% | Reduce -8.3% | 10,752 | $355K |
| Garrison Point Advisors, LLC | 0.17% | No change | 10,747 | $355K |
| Hanover Advisors Inc. | 0.15% | No change | 10,660 | $352K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $350K |
| Marotta Asset Management | 0.07% | No change | 10,179 | $349K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -2.7% | 10,554 | $348K |
| Carnegie Investment Counsel | 0.01% | New | 10,511 | $347K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 10,484 | $346K |
| Visionary Horizons, LLC | 0.24% | No change | 10,445 | $345K |
| WealthShield Partners, LLC | 0.04% | Add +0.1% | 10,360 | $342K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 11,009 | $340K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $340K |
| Calydon Capital | 0.06% | No change | 10,257 | $338K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $338K |
| Vestor Capital, LLC | 0.03% | No change | 10,250 | $338K |
| Vident Advisory, LLC | 0.00% | New | 10,189 | $336K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $336K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.8% | 9,781 | $335K |
| Matauro, LLC | 0.07% | Add +50.3% | 10,130 | $334K |
| Wallace Advisory Group, LLC | 0.23% | Add +0.3% | 9,579 | $331K |
| Significant Wealth Partners LLC | 0.17% | No change | 9,762 | $322K |
| Williams & Novak, LLC | 0.31% | Add +43.8% | 9,717 | $322K |
| Well Done, LLC | 0.06% | Add +40.7% | 9,242 | $320K |
| First American Trust, FSB | 0.03% | Reduce -13.3% | 9,651 | $318K |
| Iams Wealth Management, LLC | 0.15% | No change | 9,646 | $318K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $318K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 9,548 | $315K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 9,540 | $315K |
| Hidden Cove Wealth Management, LLC | 0.25% | No change | 9,525 | $314K |
| Global Trust Asset Management, LLC | 0.19% | Reduce -77.1% | 9,492 | $313K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $312K |
| Goepper Burkhardt LLC | 0.12% | New | 9,424 | $311K |
| Matisse Capital | 0.16% | Add +0.3% | 9,403 | $310K |
| McBroom & Associates, LLC | 0.18% | No change | 9,403 | $310K |
| E&G Advisors, LLC | 0.09% | No change | 9,320 | $307K |
| Fielder Capital Group LLC | 0.09% | No change | 9,310 | $307K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -7.9% | 9,303 | $307K |
| Horizon Financial Services, LLC | 0.17% | No change | 9,292 | $307K |
| AlphaCore Capital LLC | 0.03% | New | 9,262 | $306K |
| Jessup Wealth Management, Inc | 0.13% | New | 9,243 | $305K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -1.1% | 9,240 | $305K |
| Ridgeline Wealth Planning, LLC | 0.30% | No change | 9,232 | $305K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 9,173 | $303K |
| Washington Trust Bank | 0.03% | New | 9,125 | $301K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.2% | 9,064 | $299K |
| Grandfield & Dodd, LLC | 0.02% | No change | 9,043 | $298K |
| Wealthcare Capital Management LLC | 0.03% | Add +0.9% | 9,001 | $297K |
| GW Henssler & Associates Ltd. | 0.02% | Add +19.3% | 8,995 | $297K |
| National Bank of Canada | 0.00% | Add +39.3% | 8,831 | $295K |
| Von Berge Wealth Management Group, LLC | 0.19% | Add +0.7% | 9,122 | $292K |
| Romano Brothers and Company | 0.04% | New | 8,832 | $291K |
| Mach-1 Financial Group, LLC | 0.09% | New | 8,692 | $287K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -6.6% | 8,673 | $286K |
| Tenon Financial LLC | 0.18% | No change | 8,666 | $286K |
| Holistic Financial Partners | 0.14% | Reduce -0.2% | 8,646 | $285K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.5% | 8,639 | $285K |
| Ellsworth Advisors, LLC | 0.07% | Reduce -3.2% | 8,557 | $282K |
| Mokosak Advisory Group, LLC | 0.09% | Add +0.3% | 8,531 | $281K |
| Foster Group, Inc. | 0.01% | Reduce -2.0% | 8,489 | $280K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 8,485 | $280K |
| Curi Capital, LLC | 0.01% | Add +23.1% | 8,475 | $280K |
| McAdam, LLC | 0.02% | No change | 8,437 | $278K |
| Simon Quick Advisors, LLC | 0.02% | No change | 8,395 | $277K |
| Inspire Advisors, LLC | 0.03% | Add +0.2% | 8,381 | $276K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 8,296 | $274K |
| Albion Financial Group | 0.02% | New | 8,288 | $273K |
| Sapient Capital LLC | 0.01% | New | 8,247 | $272K |
| Synergy Asset Management, LLC | 0.03% | Reduce -50.0% | 8,210 | $271K |
| First National Advisers, LLC | 0.04% | No change | 8,158 | $269K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.3% | 8,140 | $269K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -2.6% | 8,090 | $267K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +0.3% | 8,077 | $266K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 7,965 | $263K |
| Full Sail Capital, LLC | 0.02% | Reduce -0.6% | 7,956 | $262K |
| Essex Financial Services, Inc. | 0.02% | No change | 7,848 | $259K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $259K |
| Wealthcare Capital Partners, LLC | 0.13% | No change | 7,836 | $259K |
| Pillar Financial Advisors, LLC | 0.19% | Reduce -10.0% | 7,768 | $256K |
| Chapin Davis, Inc. | 0.09% | Reduce -8.7% | 7,674 | $253K |
| Guardian Asset Advisors, LLC | 0.16% | Reduce -3.2% | 7,627 | $251K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $249K |
| River Wealth Advisors LLC | 0.03% | No change | 7,403 | $244K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $243K |
| Silver Lake Advisory, LLC | 0.11% | Add +0.3% | 7,355 | $243K |
| Belpointe Asset Management LLC | 0.01% | New | 7,327 | $242K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.1% | 7,314 | $241K |
| Hills Bank & Trust Co | 0.02% | No change | 7,311 | $241K |
| Lincoln Capital LLC | 0.05% | No change | 7,766 | $240K |
| Camarda Financial Advisors, LLC | 0.11% | No change | 7,267 | $240K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $239K |
| Ridgeline Wealth, LLC | 0.20% | No change | 7,237 | $239K |
| Accel Wealth Management | 0.09% | Reduce -0.4% | 7,231 | $239K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 6,873 | $238K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $236K |
| Strategy Asset Managers LLC | 0.05% | No change | 7,122 | $235K |
| Retirement Capital Strategies | 0.09% | No change | 7,114 | $235K |
| Wingate Wealth Advisors, Inc. | 0.27% | No change | 7,071 | $233K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $230K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -36.3% | 6,945 | $229K |
| MBM Wealth Consultants, LLC | 0.07% | No change | 6,940 | $229K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $229K |
| Calton & Associates, Inc. | 0.05% | New | 6,905 | $228K |
| Stephens Inc. | 0.00% | No change | 6,872 | $227K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,865 | $226K |
| Lindbrook Capital, LLC | 0.02% | No change | 6,850 | $226K |
| Embree Financial Group | 0.04% | No change | 6,837 | $226K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 6,824 | $225K |
| &partners | 0.00% | Add +0.1% | 6,857 | $225K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 6,815 | $225K |
| FourThought Financial Partners, LLC | 0.02% | Add +2.0% | 6,725 | $222K |
| Hilltop Holdings Inc. | 0.01% | Reduce -57.1% | 6,725 | $222K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -78.0% | 6,705 | $221K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $220K |
| BlueChip Wealth Advisors LLC | 0.11% | Reduce -11.2% | 6,561 | $216K |
| Ridgecrest Wealth Partners, LLC | 0.11% | No change | 6,544 | $216K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $214K |
| Ironwood Financial, llc | 0.05% | No change | 6,472 | $214K |
| Innealta Capital, LLC | 0.12% | No change | 6,452 | $213K |
| Optivise Advisory Services LLC | 0.12% | No change | 6,447 | $213K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $212K |
| Milestone Asset Management Group, LLC | 0.19% | Add +10.0% | 6,391 | $211K |
| Rothschild Investment LLC | 0.01% | No change | 6,374 | $210K |
| Kathleen S. Wright Associates Inc. | 0.09% | No change | 6,335 | $209K |
| John W. Brooker & Co., CPAs | 0.09% | No change | 6,301 | $208K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 6,261 | $207K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -0.5% | 6,199 | $205K |
| Black Diamond Financial, LLC | 0.03% | No change | 6,175 | $204K |
| Annandale Capital, LLC | 0.04% | No change | 6,112 | $202K |
| Coppell Advisory Solutions LLC | 0.03% | Add +10.9% | 6,229 | $202K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | Add +4.8% | 6,101 | $201K |
| Sandy Spring Bank | 0.01% | Add +5.5% | 5,854 | $193K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $184K |
| Operose Advisors LLC | 0.06% | No change | 5,557 | $183K |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.3% | 5,238 | $173K |
| Ridgewood Investments LLC | 0.08% | No change | 5,213 | $172K |
| New Millennium Group LLC | 0.11% | Add +0.3% | 5,196 | $171K |
| Rossby Financial, LCC | 0.07% | New | 5,224 | $168K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $148K |
| Continuum Advisory, LLC | 0.02% | Add +0.4% | 4,424 | $146K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $144K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $133K |
| Avondale Wealth Management | 0.08% | No change | 4,000 | $132K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $128K |
| Bokf, NA | 0.00% | No change | 3,728 | $123K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,663 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -65.1% | 3,648 | $120K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -1.8% | 3,605 | $119K |
| Fortitude Family Office, LLC | 0.04% | No change | 3,333 | $110K |
| CX Institutional | 0.00% | New | 3,272 | $108K |
| Northwest Capital Management Inc | 0.04% | Add +3.5% | 3,249 | $107K |
| Legacy Advisors, LLC | 0.01% | No change | 238,363 | $106K |
| Investors Research Corp | 0.02% | No change | 3,135 | $103K |
| Wealth Preservation Advisors, LLC | 0.07% | — | 3,087 | $102K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,000 | $99K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -38.9% | 2,855 | $94K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $88K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,543 | $74K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -1.7% | 2,182 | $72K |
| Nalls Sherbakoff Group, LLC | 0.06% | — | 2,173 | $72K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $71K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -7.4% | 2,115 | $70K |
| Howe & Rusling Inc. | 0.01% | No change | 2,114 | $70K |
| Truvestments Capital LLC | 0.01% | Add +0.2% | 2,066 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.6% | 1,816 | $60K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $57K |
| Hughes Financial Services, LLC | 0.01% | New | 1,545 | $51K |
| Stonebridge Financial Group, LLC | 0.01% | New | 1,444 | $48K |
| Abound Wealth Management | 0.01% | No change | 1,311 | $43K |
| Spire Wealth Management | 0.00% | Reduce -87.0% | 1,215 | $40K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $35K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $33K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $28K |
| S.A. Mason LLC | 0.01% | No change | 830 | $27K |
| Park Square Financial Group, LLC | 0.02% | No change | 687 | $23K |
| Evensky & Katz LLC | 0.00% | Reduce -47.5% | 647 | $21K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $21K |
| JNBA Financial Advisors | 0.00% | Reduce -13.5% | 628 | $21K |
| Dunhill Financial, LLC | 0.01% | New | 313 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 551 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 547 | $18K |
| Studio Investment Management LLC | 0.00% | Reduce -36.4% | 538 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -86.2% | 501 | $17K |
| Parvin Asset Management, LLC | 0.02% | No change | 500 | $16K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.8% | 491 | $16K |
| Winch Advisory Services, LLC | 0.00% | Add +0.4% | 471 | $16K |
| Global Financial Private Client, LLC | 0.00% | No change | 340 | $11K |
| Archer Investment Corp | 0.00% | No change | 308 | $10K |
| Spurstone Advisory Services, LLC | 0.16% | No change | 252 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Nemes Rush Group LLC | 0.00% | Add +27.5% | 190 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -29.0% | 181 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | New | 169 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 100 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +9500.0% | 96 | $3K |
| Simplex Trading, LLC | 0.00% | No change | 100 | $3K |
| Headlands Technologies LLC | 0.00% | New | 86 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 67 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 60 | $2K |
| 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.