Dimensional US Core Equity 2DFACETF
13F holders, Q2 2025 (June 30)1,029holders +30
67new positions
35sold out
3famous investors
$35.87avg. 13F price*
At the end of Q2 2025, 1,029 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 30 from Q1 2025. 67 opened new positions and 35 sold out. The largest holders were Mercer Global Advisors Inc. ($2.0B), Envestnet Asset Management Inc. ($2.0B) and Focus Partners Wealth ($1.5B). 3 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $109.7M |
| Exits | 35 | $23.6M |
All 13F filers, Q1 2025 → Q2 2025: 35,676,586 shares bought and 18,110,166 shares sold, net +17,566,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,029 holders
| Mercer Global Advisors Inc. | 4.55% | Add +5.2% | 56,562,304 | $2.0B |
| Envestnet Asset Management Inc. | 0.57% | Add +5.0% | 54,829,103 | $2.0B |
| Focus Partners Wealth | 3.18% | Add +1.6% | 40,969,925 | $1.5B |
| Forum Financial Management, LP | 21.21% | Add +2.9% | 38,896,661 | $1.4B |
| LPL Financial LLC | 0.21% | Add +0.4% | 17,435,874 | $624.9M |
| Focus Partners Advisor Solutions, LLC | 7.44% | Reduce -5.0% | 15,559,478 | $557.7M |
| Apella Capital, LLC | 12.55% | Add +8.2% | 12,781,699 | $462.8M |
| Plancorp, LLC | 13.33% | Add +1.6% | 10,742,511 | $385.0M |
| Rockwood Wealth Management, LLC | 33.62% | Add +4.9% | 10,662,349 | $382.1M |
| SJS Investment Consulting Inc. | 50.73% | Reduce -3.2% | 8,924,449 | $319.9M |
| Vestmark Advisory Solutions, Inc. | 4.56% | Add +108.9% | 8,809,842 | $315.7M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -9.5% | 8,735,571 | $313.1M |
| Geometric Wealth Advisors | 43.02% | Add +3.5% | 8,036,958 | $288.0M |
| Wealthspire Advisors, LLC | 1.58% | Reduce -5.5% | 7,865,701 | $281.9M |
| Savant Capital, LLC | 1.86% | Reduce -4.3% | 7,236,706 | $259.4M |
| Monograph Wealth Advisors, LLC | 28.26% | Reduce -5.2% | 6,394,643 | $229.2M |
| HighTower Advisors, LLC | 0.27% | Add +2.2% | 6,043,740 | $216.6M |
| Allworth Financial LP | 0.95% | Add +21.2% | 5,538,651 | $198.5M |
| Capstone Financial Advisors, Inc. | 11.14% | Reduce -3.8% | 5,357,309 | $192.0M |
| Modera Wealth Management, LLC | 2.25% | Reduce -1.0% | 5,074,660 | $181.9M |
| Jackson Thornton Wealth Management, LLC | 20.52% | Reduce -0.5% | 4,942,183 | $179.2M |
| Wealthstream Advisors, Inc. | 29.57% | Add +1.5% | 4,964,241 | $177.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 4,833,081 | $173.2M |
| GeoWealth Management, LLC | 6.73% | Reduce -8.7% | 4,813,209 | $172.5M |
| Corient Private Wealth LP | 0.23% | Reduce -7.8% | 4,796,300 | $171.9M |
| Heritage Financial Services, LLC | 16.12% | Reduce -16.7% | 4,672,759 | $167.5M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -1.0% | 4,513,314 | $164.8M |
| Baird Financial Group, Inc. | 0.29% | Reduce -0.2% | 4,582,188 | $164.2M |
| Pure Financial Advisors, LLC | 2.74% | Add +0.1% | 4,341,699 | $155.6M |
| Cardiff Park Advisors, LLC | 13.17% | Reduce -0.1% | 4,250,015 | $152.3M |
| Austin Asset Management Co Inc | 30.41% | Add +4.7% | 4,190,962 | $150.2M |
| Asset Dedication, LLC | 10.89% | Add +5.5% | 4,186,694 | $150.1M |
| Cerity Partners LLC | 0.26% | Reduce -3.1% | 4,094,600 | $146.8M |
| Awm Capital, LLC | 15.38% | Add +47.1% | 4,080,082 | $146.2M |
| TFO Wealth Partners, LLC | 25.50% | Reduce -0.8% | 4,043,598 | $144.9M |
| Evanson Asset Management, LLC | 8.91% | Add +2.8% | 3,997,319 | $143.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.21% | Reduce -1.9% | 3,938,592 | $141.2M |
| Symmetry Partners, LLC | 17.20% | Add +6.7% | 3,901,103 | $139.8M |
| Mariner, LLC | 0.19% | Add +5.5% | 3,744,938 | $134.2M |
| McGlone Suttner Wealth Management, Inc. | 19.83% | Add +2.2% | 3,664,626 | $131.3M |
| Onyx Financial Advisors, LLC | 61.06% | Add +1.7% | 3,592,902 | $128.8M |
| Triune Financial Partners, LLC | 35.38% | Reduce -1.8% | 3,587,028 | $128.6M |
| Stratos Investment Management, LLC | 5.81% | Add +6.7% | 3,537,788 | $126.8M |
| OneDigital Investment Advisors LLC | 1.40% | Reduce -2.4% | 3,523,004 | $126.3M |
| United Wealth Management, LLC | 36.51% | Add +2.1% | 3,509,007 | $125.8M |
| Syverson Strege & Co | 29.58% | Add +0.4% | 3,494,353 | $125.2M |
| von Borstel & Associates, Inc. | 32.33% | Add +10.3% | 3,349,885 | $122.6M |
| NewEdge Advisors, LLC | 0.63% | Reduce -12.6% | 3,400,504 | $121.9M |
| JFS Wealth Advisors, LLC | 7.73% | Add +3.0% | 3,389,273 | $121.5M |
| DecisionPoint Financial, LLC | 30.95% | Add +5.3% | 3,362,415 | $121.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.5% | 3,375,863 | $121.0M |
| Burton Enright Welch | 20.88% | Add +1.3% | 3,359,387 | $120.4M |
| Rockbridge Investment Management, LCC | 12.64% | Add +7.0% | 3,289,923 | $117.9M |
| Osaic Holdings, Inc. | 0.21% | Reduce -18.1% | 3,264,760 | $116.7M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 3,215,953 | $115.3M |
| Zhang Financial LLC | 5.31% | Add +1.9% | 3,208,908 | $115.0M |
| Millburn Ridgefield LLC | 2.72% | Reduce -5.0% | 3,156,100 | $113.1M |
| Catalyst Capital Advisors LLC | 2.28% | Reduce -5.0% | 3,156,100 | $113.1M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +2.0% | 3,147,537 | $112.8M |
| Park Avenue Securities LLC | 1.02% | Add +9.9% | 3,093,882 | $110.9M |
| Integrated Wealth Concepts LLC | 1.10% | Add +2.9% | 3,070,746 | $110.1M |
| Conrad Siegel Investment Advisors, Inc. | 24.56% | Add +1.2% | 3,055,222 | $109.5M |
| Altiora Financial Group, LLC | 21.10% | Reduce -1.0% | 3,013,823 | $108.0M |
| Core Wealth Management, Inc. | 37.81% | Add +1.5% | 2,992,083 | $107.2M |
| Betterment LLC | 0.23% | Add +16.0% | 2,961,360 | $106.1M |
| BetterWealth, LLC | 25.85% | Add +2.8% | 2,816,105 | $100.9M |
| Meridian Wealth Partners, LLC | 14.04% | Reduce -1.7% | 2,702,281 | $96.8M |
| BCU Wealth Advisors, LLC | 43.49% | Add +6.1% | 2,702,245 | $96.8M |
| RAM Investment Partners, LLC | 20.31% | Add +3.9% | 2,699,138 | $96.7M |
| New Capital Management LP | 26.46% | Reduce -5.2% | 2,645,303 | $94.8M |
| Private Advisor Group, LLC | 0.51% | Add +11.6% | 2,622,336 | $94.0M |
| HFM Investment Advisors, LLC | 40.31% | Reduce -5.8% | 2,558,691 | $91.7M |
| Eaton-Cambridge Inc. | 34.03% | Add +8.8% | 2,516,240 | $90.2M |
| Warwick Investment Management, Inc. | 17.36% | Reduce -0.7% | 2,496,805 | $89.5M |
| Safeguard Investment Advisory Group, LLC | 22.24% | Reduce -3.0% | 2,486,567 | $89.1M |
| Porter White Investment Advisors, Inc. | 40.81% | Reduce -3.7% | 2,445,554 | $87.6M |
| Waypoint Wealth Partners Inc. | 21.29% | Add +4.5% | 2,444,459 | $87.6M |
| LRI Investments, LLC | 7.30% | Reduce -0.5% | 2,397,655 | $85.9M |
| Warburton Capital Management, LLC | 50.47% | Add +2.6% | 2,309,292 | $85.2M |
| Assetmark, Inc. | 0.20% | Reduce -23.9% | 2,355,240 | $84.4M |
| Creative Planning | 0.07% | Add +0.7% | 2,335,241 | $83.7M |
| ShankerValleau Wealth Advisors, Inc. | 23.52% | Add +0.6% | 2,300,751 | $82.5M |
| Heritage Investment Group, Inc. | 13.66% | Reduce -5.8% | 2,211,526 | $79.3M |
| Integrity Alliance, Llc. | 4.33% | Add +0.8% | 2,207,897 | $79.1M |
| Verisail Partners, LLC | 33.31% | Add +2.9% | 2,189,067 | $78.5M |
| Ruedi Wealth Management, Inc. | 22.87% | Add +1.0% | 2,151,141 | $77.1M |
| SC&H Financial Advisors, Inc. | 13.01% | Reduce -1.9% | 2,125,865 | $76.2M |
| Sax Wealth Advisors, LLC | 4.59% | Add +9.3% | 2,121,805 | $76.0M |
| Planning Center, Inc. | 8.30% | Add +3.6% | 2,094,750 | $75.1M |
| Grand Wealth Management, LLC | 37.68% | Reduce -3.1% | 2,045,117 | $73.3M |
| ARK & TLK Investments, LLC | 23.38% | Add +2.7% | 2,032,769 | $72.9M |
| Keb Asset Management, LLC | 17.93% | Add +1.2% | 2,008,195 | $72.0M |
| TCI Wealth Advisors, Inc. | 4.92% | Reduce -2.6% | 2,003,861 | $71.8M |
| Kestra Advisory Services, LLC | 0.35% | Add +6.0% | 1,983,445 | $71.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.57% | Add +3.4% | 1,981,414 | $71.0M |
| Monument Group Wealth Advisors, LLC | 44.58% | Add +0.7% | 1,975,570 | $70.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.15% | Reduce -4.0% | 1,920,574 | $68.8M |
| Brighton Jones LLC | 1.85% | Add +4.8% | 1,901,625 | $68.2M |
| Sensible Money, LLC | 25.66% | Add +4.8% | 1,888,686 | $67.7M |
| Andrews, Lucia Wealth Management LLC | 43.32% | Reduce -2.3% | 1,860,710 | $66.7M |
| HB Wealth Management, LLC | 0.53% | Add +101.3% | 1,850,414 | $66.3M |
| WNY Asset Management, LLC | 7.30% | Add +69.0% | 1,849,535 | $66.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.43% | Reduce -10.2% | 1,848,757 | $66.3M |
| Mattern Wealth Management LLC | 13.52% | Add +4.4% | 1,812,543 | $65.0M |
| Baker Boyer National Bank | 22.40% | Add +0.2% | 1,811,981 | $64.9M |
| Tillman Hartley LLC | 17.92% | Reduce -1.6% | 1,768,165 | $63.4M |
| WorthPointe, LLC | 26.62% | Add +1.3% | 1,765,259 | $63.3M |
| Master's Wealth Management Inc. | 29.44% | Add +6.7% | 1,760,277 | $63.1M |
| Vance Wealth, LLC | 21.13% | Add +4.0% | 1,747,982 | $62.6M |
| Capstone Capital LLC | 45.17% | Add +3.1% | 1,736,307 | $62.2M |
| Parkshore Wealth Management, Inc. | 30.35% | Add +20.7% | 1,732,376 | $62.1M |
| Shearwater Capital LLC | 38.41% | Add +3.0% | 1,704,261 | $61.1M |
| Comerica Bank | 0.24% | Reduce -0.8% | 1,695,991 | $60.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 1,676,775 | $60.1M |
| Claris Advisors, LLC / Mo / | 20.84% | Reduce -17.7% | 1,671,031 | $59.9M |
| Chico Wealth RIA | 46.46% | Add +0.9% | 1,639,124 | $58.7M |
| Perigon Wealth Management, LLC | 1.32% | Reduce -1.2% | 1,580,725 | $56.7M |
| Earned Wealth Advisors, LLC | 11.02% | Reduce -1.6% | 1,568,588 | $56.2M |
| Efficient Advisors, LLC | 3.34% | Add +9.4% | 1,564,813 | $56.1M |
| Ballentine Capital Advisors, Inc | 25.61% | Reduce -0.2% | 1,507,338 | $54.0M |
| Orion Porfolio Solutions, LLC | 0.46% | Add +111.3% | 1,503,141 | $53.9M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +5.7% | 1,492,982 | $53.5M |
| Creative Capital Management Investments LLC | 18.92% | Add +2.6% | 1,476,824 | $52.9M |
| Glassman Wealth Services | 8.04% | Add +5.9% | 1,465,411 | $52.5M |
| Straight Path Wealth Management | 17.80% | Add +10.3% | 1,463,137 | $52.4M |
| Prudent Man Investment Management, Inc. | 28.79% | Reduce -0.2% | 1,499,282 | $51.9M |
| MML Investors Services, LLC | 0.15% | Add +4.8% | 1,434,639 | $51.4M |
| Wealthcare Advisory Partners LLC | 1.17% | Add +2.9% | 1,428,736 | $51.2M |
| Financial Symmetry Inc | 26.29% | Add +15.5% | 1,420,278 | $50.9M |
| One Degree Advisors Inc | 17.92% | Add +4.2% | 1,404,950 | $50.4M |
| UBS Group AG | 0.01% | Reduce -10.4% | 1,389,280 | $49.8M |
| True Wealth Design, LLC | 17.50% | Reduce -5.0% | 1,385,700 | $49.7M |
| Grunden Financial Advisory, Inc. | 21.68% | Reduce -2.5% | 1,370,394 | $49.1M |
| Morton Capital Management LLC | 8.59% | Add +7.9% | 1,352,041 | $48.5M |
| Applied Capital LLC | 20.77% | Add +4.7% | 1,317,429 | $47.2M |
| Trust Co of the South | 8.34% | Add +4.1% | 1,310,513 | $47.0M |
| Wealth Advisors Northwest LLC | 24.69% | Add +8.5% | 1,307,267 | $46.9M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -11.5% | 1,299,720 | $46.6M |
| Northwest Wealth Management, LLC | 8.31% | Reduce -1.9% | 1,283,341 | $46.0M |
| Lauterbach Financial Advisors, LLC | 25.00% | Add +0.0% | 1,267,977 | $45.4M |
| RS Crum Inc. | 10.74% | Add +0.9% | 1,249,370 | $44.8M |
| Passive Capital Management, LLC. | 13.88% | Add +6.1% | 1,237,703 | $44.6M |
| Midwest Heritage Bank, FSB | 16.74% | Reduce -0.1% | 1,241,932 | $44.5M |
| Aspen Capital Management, LLC | 12.28% | Add +3.7% | 1,222,837 | $43.8M |
| Client 1ST Advisory Group, LLC | 15.79% | Reduce -6.5% | 1,214,514 | $43.5M |
| Vannoy Advisory Group, Inc. | 29.51% | Add +2.0% | 1,191,249 | $42.7M |
| Maseco LLP | 1.62% | — | 1,186,959 | $42.5M |
| Bayshore Asset Management, LLC | 19.29% | Add +2.3% | 1,177,574 | $42.2M |
| Cypress Point Wealth Management, LLC | 10.26% | Reduce -4.2% | 1,176,085 | $42.2M |
| Cherrydale Wealth Management, LLC | 14.59% | Add +0.6% | 1,170,032 | $41.9M |
| Bannerman Wealth Management Group, LLC | 31.92% | Reduce -2.8% | 1,160,868 | $41.6M |
| Rather & Kittrell, Inc. | 8.20% | Reduce -0.8% | 1,155,766 | $41.4M |
| Strathmore Capital Advisors, Inc. | 18.30% | — | 1,135,804 | $41.4M |
| Dynamic Advisor Solutions LLC | 1.24% | Reduce -0.1% | 1,124,306 | $40.3M |
| Cetera Investment Advisers | 0.07% | Add +17.2% | 1,115,586 | $40.0M |
| North Ridge Wealth Advisors, Inc. | 24.34% | Add +1.2% | 1,105,705 | $39.6M |
| PBMares Wealth Management LLC | 7.24% | Add +10.7% | 1,104,569 | $39.6M |
| Beacon Pointe Advisors, LLC | 0.41% | Reduce -12.1% | 1,099,492 | $39.4M |
| Equitable Holdings, Inc. | 0.32% | Add +1.4% | 1,092,250 | $39.1M |
| Red Lighthouse Investment Management, LLC | 14.72% | Reduce -2.1% | 1,074,687 | $38.5M |
| Trellis Wealth Advisors LLC | 15.93% | Add +3.4% | 1,021,231 | $36.6M |
| Vestment Financial LLC | 23.04% | Add +3.1% | 1,004,773 | $36.3M |
| Squire Investment Management Company, LLC | 13.11% | Add +1.9% | 992,552 | $35.6M |
| Abel Hall, LLC | 16.14% | Reduce -0.3% | 974,085 | $34.9M |
| FMB Wealth Management | 16.59% | Add +13.7% | 972,075 | $34.8M |
| Bridge Generations Wealth Management LLC | 21.08% | Reduce -7.0% | 970,048 | $34.8M |
| IFG Advisory, LLC | 1.74% | Add +1.0% | 965,159 | $34.6M |
| Discipline Wealth Solutions, LLC | 13.16% | Add +5.5% | 958,576 | $34.4M |
| Vested Financial Planning, LLC | 30.53% | Reduce -8.0% | 957,555 | $34.3M |
| Chicago Partners Investment Group LLC | 0.98% | Reduce -0.1% | 923,376 | $34.1M |
| Dopkins Wealth Management, LLC | 15.22% | Reduce -0.0% | 946,921 | $33.9M |
| Parker Financial LLC | 14.56% | Add +10.7% | 940,536 | $33.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.73% | Add +0.9% | 940,232 | $33.7M |
| Arcadia Wealth Management, Inc. | 22.92% | Add +3.1% | 938,746 | $33.6M |
| Private Wealth Management Group, LLC | 11.02% | Add +0.1% | 925,272 | $33.2M |
| Watchman Group, Inc. | 8.63% | Add +4.8% | 923,746 | $33.1M |
| DiNuzzo Private Wealth, Inc. | 3.92% | Add +3.0% | 920,871 | $33.0M |
| Mills Wealth Advisors LLC | 15.05% | Add +19.5% | 915,763 | $32.8M |
| Great Valley Advisor Group, Inc. | 0.71% | Reduce -6.2% | 899,236 | $32.2M |
| Cardinal Point Capital Management ULC | 2.50% | Add +4.5% | 880,460 | $31.6M |
| Vantage Point Financial LLC | 13.61% | Add +4.5% | 865,618 | $31.0M |
| Truist Financial Corp. | 0.05% | Add +0.5% | 858,629 | $30.8M |
| Simplicity Wealth,LLC | 1.27% | Add +54.6% | 851,416 | $30.5M |
| Liberty Wealth Management LLC | 4.77% | Reduce -5.4% | 848,007 | $30.4M |
| Captrust Financial Advisors | 0.07% | Reduce -0.7% | 845,551 | $30.3M |
| JP Wealth Management, Inc. | 22.60% | Reduce -1.5% | 843,018 | $30.2M |
| Momentous Wealth Management, Inc. | 19.46% | Add +4.2% | 840,212 | $30.1M |
| Peirce Capital Management, LLC | 13.15% | Reduce -1.5% | 827,618 | $29.7M |
| Lutz Financial Services LLC | 2.28% | Add +1.8% | 820,893 | $29.4M |
| Raffa Wealth Management, LLC | 5.87% | Add +5.2% | 818,648 | $29.3M |
| Beacon Financial Strategies CORP | 18.38% | No change | 816,338 | $29.3M |
| UMB Bank, n.a. | 0.45% | Reduce -0.2% | 809,620 | $29.0M |
| MilWealth Group LLC | 7.45% | Add +1.5% | 807,630 | $28.9M |
| Schulz Wealth, LTD. | 21.32% | Add +8.3% | 795,734 | $28.5M |
| BCO Wealth Management LLC | 20.32% | Add +2.3% | 794,892 | $28.5M |
| Mather Group, Llc. | 0.30% | Reduce -4.9% | 792,365 | $28.4M |
| RCS Financial Planning, LLC | 13.77% | Add +9.4% | 772,386 | $27.7M |
| SageOak Financial, LLC | 21.85% | Add +8.9% | 762,261 | $27.3M |
| Robertson Stephens Wealth Management, LLC | 0.95% | Reduce -1.0% | 761,910 | $27.3M |
| HTG Investment Advisors, Inc. | 10.15% | Add +1.1% | 761,703 | $27.3M |
| Phillips Financial Management, LLC | 1.98% | Add +0.6% | 761,413 | $27.3M |
| AQR Capital Management | 0.02% | Add +53.9% | 758,345 | $27.2M |
| Aspen Wealth Management LLC | 6.69% | Reduce -2.8% | 752,894 | $27.0M |
| New Dimensions Wealth Management, LLC | 24.41% | Add +6.3% | 744,592 | $26.7M |
| David Wealth Management LLC | 19.79% | Add +6.4% | 741,701 | $26.6M |
| B&D White Capital Company, LLC | 4.03% | New | 739,089 | $26.5M |
| Pacific Asset Management, LLC | 21.16% | Add +2.8% | 733,965 | $26.3M |
| Cahill Financial Advisors Inc. | 3.23% | Add +9.2% | 725,921 | $26.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Reduce -1.3% | 725,156 | $26.0M |
| Cambridge Financial Group, LLC | 9.72% | Add +12.4% | 722,717 | $25.9M |
| Aurelius Family Office LLC | 12.19% | Reduce -0.8% | 719,629 | $25.8M |
| Versant Capital Management, Inc | 3.88% | Add +3.0% | 713,091 | $25.6M |
| Quarry Hill Advisors, LLC | 14.81% | Add +1.0% | 710,019 | $25.4M |
| ABLE Financial Group, LLC | 6.08% | Reduce -23.1% | 703,176 | $25.2M |
| Longview Financial Advisors LLC | 15.74% | Add +3.6% | 701,057 | $25.1M |
| American Capital Advisory, LLC | 12.56% | Reduce -0.3% | 700,142 | $25.1M |
| Babb Wealth Advisors LLC | 18.53% | Add +2.9% | 700,112 | $25.1M |
| EverSource Wealth Advisors, LLC | 1.13% | Add +23.6% | 696,150 | $25.0M |
| Fiduciary Financial Group, LLC | 4.41% | Add +6.6% | 676,493 | $24.4M |
| Hill Investment Group Partners, LLC | 3.17% | Reduce -34.1% | 678,767 | $24.3M |
| AdvisorNet Financial, Inc | 1.53% | Add +6.6% | 660,840 | $23.7M |
| SwitchPoint Financial Planning, LLC | 19.40% | Reduce -2.7% | 660,441 | $23.7M |
| Cloud Capital Management, LLC | 14.67% | Reduce -6.6% | 642,464 | $23.5M |
| Outbound Financial Inc | 21.00% | — | 641,214 | $23.0M |
| Financial Alternatives, Inc | 14.46% | Add +0.8% | 620,023 | $22.2M |
| LifeGuide Financial Advisors, LLC | 8.16% | Add +1.3% | 617,042 | $22.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +63.5% | 597,872 | $21.4M |
| Financial Harvest, LLC | 15.88% | New | 592,874 | $21.2M |
| N.E.W. Advisory Services LLC | 2.06% | Reduce -7.2% | 591,946 | $21.2M |
| Rehmann Capital Advisory Group | 1.28% | Add +15.0% | 590,085 | $21.1M |
| Geneos Wealth Management Inc. | 0.52% | Add +0.6% | 589,951 | $21.1M |
| Wealth Management Strategies, Inc. | 11.22% | Add +18.5% | 582,416 | $20.9M |
| Investment Advisory Group, LLC | 6.30% | Add +2.2% | 580,020 | $20.8M |
| Cwm, LLC | 0.07% | Reduce -3.8% | 579,774 | $20.8M |
| Legacy Financial Group, Inc. | 6.08% | Reduce -1.0% | 573,587 | $20.6M |
| Hutchens & Kramer Investment Management Group, LLC | 9.30% | Reduce -2.0% | 562,836 | $20.3M |
| Retirement Solution LLC | 5.16% | Add +12.1% | 563,574 | $20.2M |
| Scratch Capital LLC | 16.06% | Add +27.2% | 550,603 | $19.7M |
| Avantax Planning Partners, Inc. | 0.63% | Reduce -3.5% | 549,710 | $19.7M |
| CFS Investment Advisory Services, LLC | 1.60% | Add +1.5% | 544,266 | $19.5M |
| Trajan Wealth LLC | 0.93% | Reduce -15.1% | 532,678 | $19.1M |
| Merit Financial Group, LLC | 0.21% | Reduce -1.9% | 521,949 | $18.7M |
| Pinnacle Financial Group, LLC / IL | 6.24% | Add +0.9% | 519,907 | $18.6M |
| Signature Resources Capital Management, LLC | 11.27% | Add +1.4% | 517,280 | $18.5M |
| Mission Wealth Management, LP | 0.39% | Reduce -4.6% | 504,616 | $18.1M |
| JDH Wealth Management, LLC | 13.62% | Reduce -7.6% | 496,230 | $17.8M |
| Binnacle Investments Inc | 11.43% | Add +5.8% | 490,049 | $17.6M |
| Daner Wealth Management, LLC | 12.03% | — | 467,831 | $17.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.8% | 485,254 | $17.4M |
| Kraft Asset Management, LLC | 16.13% | Reduce -4.6% | 483,878 | $17.3M |
| Riverchase Wealth Management, LLC | 10.96% | Add +1.1% | 482,206 | $17.3M |
| Corus Family Wealth Advisors | 11.89% | Add +11.1% | 469,236 | $16.8M |
| CVA Family Office, LLC | 2.34% | Add +3.0% | 465,257 | $16.7M |
| tru Independence LLC | 4.78% | Add +2.0% | 460,781 | $16.5M |
| XY Planning Network, Inc. | 5.57% | Add +15.9% | 456,678 | $16.4M |
| Parkworth Wealth Management, Inc. | 11.77% | Add +1.6% | 454,937 | $16.3M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 453,591 | $16.3M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 451,293 | $16.2M |
| Summit Wealth Group, LLC | 4.04% | Reduce -13.1% | 439,082 | $15.7M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -12.2% | 438,070 | $15.7M |
| Keudell/Morrison Wealth Management | 3.48% | Add +26.0% | 437,749 | $15.7M |
| Farther Finance Advisors, LLC | 0.31% | Add +9.1% | 436,238 | $15.6M |
| Tru Independence Asset Management 2, LLC | 10.67% | Add +18.0% | 435,034 | $15.6M |
| Hemington Wealth Management | 2.17% | Reduce -5.6% | 418,748 | $15.0M |
| Diversify Wealth Management, LLC | 0.92% | Reduce -11.7% | 398,834 | $14.9M |
| Firethorn Wealth Partners, LLC | 6.35% | Reduce -6.2% | 408,444 | $14.6M |
| Wolfstich Capital, LLC | 31.57% | Reduce -50.1% | 401,502 | $14.4M |
| Cravens & Co Advisors, LLC | 10.72% | Add +2.1% | 400,819 | $14.4M |
| Aerodigm Wealth, LLC | 6.84% | Add +2.1% | 397,638 | $14.3M |
| Capstone Wealth Management, LLC | 12.33% | Reduce -6.2% | 392,507 | $14.1M |
| Austin Wealth Management, LLC | 2.49% | Reduce -64.8% | 381,627 | $14.0M |
| Visionary Wealth Advisors | 0.71% | Reduce -1.6% | 389,126 | $13.9M |
| Integrated Advisors Network LLC | 0.61% | Add +1.1% | 374,658 | $13.4M |
| McLean Asset Management Corp | 3.48% | Add +1.4% | 365,195 | $13.2M |
| Hassell Wealth Management, LLC | 4.81% | Reduce -4.4% | 356,198 | $13.2M |
| Strategic Investment Solutions, Inc. | 3.96% | Reduce -35.9% | 364,936 | $13.1M |
| Regions Financial Corp. | 0.09% | Reduce -3.0% | 363,539 | $13.0M |
| Five Oceans Advisors | 5.56% | Reduce -0.2% | 363,536 | $13.0M |
| Silver Oak Advisory Group, Inc. | 6.21% | Add +6.5% | 357,826 | $12.8M |
| Vestia Personal Wealth Advisors | 8.75% | Add +12.7% | 356,460 | $12.8M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -37.2% | 353,940 | $12.7M |
| Foundation Wealth Management, LLC\PA | 5.40% | Reduce -10.1% | 348,025 | $12.5M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +1.5% | 347,846 | $12.5M |
| Nwam LLC | 0.71% | Add +49.3% | 340,441 | $12.3M |
| Cherry Tree Wealth Management, LLC | 2.80% | Add +0.5% | 336,024 | $12.0M |
| Winthrop Advisory Group LLC | 1.15% | Add +0.5% | 331,926 | $11.9M |
| Two West Capital Advisors LLC | 7.76% | Reduce -0.2% | 319,580 | $11.8M |
| Knightsbridge Asset Management, LLC | 2.65% | Reduce -3.2% | 329,939 | $11.8M |
| Family Office Research LLC | 5.56% | Reduce -9.4% | 328,093 | $11.8M |
| Oceanside Advisors LLC | 7.86% | Add +1.9% | 327,702 | $11.7M |
| Aspiriant, LLC | 0.37% | Add +3.3% | 324,443 | $11.6M |
| Melfa Wealth Management, Inc. | 7.14% | Reduce -2.7% | 315,289 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -0.2% | 314,456 | $11.3M |
| SageView Advisory Group, LLC | 0.42% | Reduce -0.7% | 301,919 | $11.2M |
| FMR LLC | 0.00% | Add +8.4% | 310,008 | $11.1M |
| Root Financial Partners, LLC | 1.07% | Reduce -58.6% | 308,301 | $11.0M |
| Great Waters Wealth Management | 1.43% | Reduce -6.6% | 307,505 | $11.0M |
| Austin Private Wealth, LLC | 0.86% | Add +33.0% | 303,661 | $10.9M |
| Pathstone Holdings, LLC | 0.04% | Add +9.6% | 303,303 | $10.9M |
| Cedar Wealth Management, LLC | 3.67% | No change | 302,298 | $10.8M |
| Arax Advisory Partners | 0.50% | Reduce -14.5% | 301,461 | $10.8M |
| Great Lakes Retirement, Inc. | 1.27% | Add +0.0% | 300,211 | $10.8M |
| Avion Wealth | 2.45% | Reduce -3.3% | 299,996 | $10.8M |
| Tortoise Investment Management, LLC | 1.02% | Add +10.6% | 298,484 | $10.7M |
| M Holdings Securities, Inc. | 1.81% | Add +1517.1% | 295,357 | $10.5M |
| Forthright Family Wealth Advisory LLC | 6.64% | Reduce -0.7% | 292,421 | $10.5M |
| Waterfront Wealth Inc. | 2.34% | Add +3.5% | 291,758 | $10.5M |
| Rf&l Wealth Management, LLC | 6.64% | Add +0.6% | 287,575 | $10.3M |
| Hippocratic Financial Advisors, LLC | 5.38% | Reduce -83.0% | 281,270 | $10.1M |
| Sterling Wealth Management, Inc. | 3.39% | — | 277,841 | $10.0M |
| Apollon Financial, LLC | 2.01% | Add +1.8% | 266,303 | $9.5M |
| Red Wave Investments LLC | 3.14% | Reduce -1.2% | 266,269 | $9.5M |
| Gemmer Asset Management LLC | 0.84% | Add +4.2% | 264,491 | $9.5M |
| Fort Point Capital Partners LLC | 0.93% | Reduce -1.9% | 258,305 | $9.3M |
| Websterrogers Financial Advisors, LLC | 2.81% | Reduce -0.4% | 246,866 | $8.8M |
| AssuredPartners Investment Advisors, LLC | 2.15% | Add +6.4% | 245,412 | $8.8M |
| Poinciana Advisors Group, LLC | 7.72% | Reduce -1.4% | 238,788 | $8.6M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +6.6% | 236,970 | $8.5M |
| CreativeOne Wealth, LLC | 0.22% | Add +4.1% | 235,633 | $8.4M |
| Arista Wealth Management, LLC | 1.16% | Add +0.0% | 234,609 | $8.4M |
| Sutton Place Investors LLC | 5.05% | Add +1.1% | 234,158 | $8.4M |
| Factor Wealth Management LTD | 2.26% | Add +0.1% | 229,981 | $8.2M |
| CGN Advisors LLC | 0.73% | Add +1.2% | 226,513 | $8.1M |
| Smartleaf Asset Management LLC | 0.71% | Add +0.3% | 227,298 | $8.1M |
| PFG Advisors | 0.37% | Add +5.3% | 222,441 | $8.0M |
| Investmark Advisory Group LLC | 3.73% | Reduce -15.7% | 222,104 | $8.0M |
| Freedom Financial Partners LLC | 3.35% | Reduce -1.5% | 222,040 | $8.0M |
| Foundations Investment Advisors, LLC | 0.12% | Add +11.6% | 219,638 | $7.9M |
| Woodside Wealth Management LLC | 6.69% | No change | 216,896 | $7.8M |
| Parkwoods Wealth Partners, LLC | 4.40% | Add +12.0% | 212,725 | $7.6M |
| Conquis Financial LLC | 7.27% | Reduce -5.4% | 209,011 | $7.5M |
| Bridgewater Advisors Inc. | 0.57% | Reduce -0.4% | 202,064 | $7.5M |
| Optima Capital LLC | 3.97% | Reduce -1.3% | 206,134 | $7.4M |
| Physician Wealth Solutions Inc. | 3.42% | Add +4.6% | 205,594 | $7.4M |
| Morris Financial Concepts, Inc. | 2.90% | Reduce -1.3% | 204,135 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +17.7% | 197,214 | $7.1M |
| VSM Wealth Advisory, LLC | 2.31% | Add +7.4% | 194,842 | $7.0M |
| Archford Capital Strategies, LLC | 0.87% | Add +2.6% | 190,086 | $6.8M |
| Berger Financial Group, Inc | 0.44% | Add +2.0% | 188,141 | $6.7M |
| Montis Financial, LLC | 1.84% | Reduce -0.1% | 184,367 | $6.6M |
| Nicholas Hoffman & Company, LLC. | 0.17% | Add +0.5% | 183,110 | $6.6M |
| IFG Advisors, LLC | 1.10% | Reduce -0.4% | 182,799 | $6.6M |
| Atlas Private Wealth Advisors | 0.84% | New | 182,138 | $6.5M |
| Kaufman Rossin Wealth, LLC | 4.11% | Reduce -3.3% | 181,175 | $6.5M |
| HMV Wealth Advisors, LLC | 4.24% | Add +11.0% | 180,577 | $6.5M |
| Global Retirement Partners, LLC | 0.16% | — | 180,037 | $6.5M |
| Willow Creek Wealth Management Inc. | 0.58% | Add +11.1% | 179,528 | $6.4M |
| Acorn Wealth Advisors, LLC | 2.29% | Add +17.2% | 171,695 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.0% | 170,197 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +290.4% | 169,605 | $6.1M |
| Triad Wealth Partners, LLC | 1.22% | Add +242.7% | 168,808 | $6.1M |
| Copperleaf Capital, LLC | 2.97% | Add +15.3% | 163,674 | $5.9M |
| Financial Council, LLC | 2.83% | Add +3.1% | 163,484 | $5.9M |
| BlueSky Wealth Advisors, LLC | 0.85% | No change | 163,179 | $5.8M |
| Citizens & Northern Corp. | 1.55% | Reduce -0.4% | 161,211 | $5.8M |
| Venture Visionary Partners LLC | 0.22% | Reduce -0.0% | 160,265 | $5.7M |
| McCarthy Asset Management, Inc. | 3.89% | Reduce -2.4% | 159,757 | $5.7M |
| Sowell Financial Services LLC | 0.23% | Reduce -1.2% | 159,276 | $5.7M |
| First Financial Group Corp | 5.56% | Add +9.0% | 158,708 | $5.7M |
| Midwest Trust Co | 0.08% | — | 157,969 | $5.7M |
| Ariadne Wealth Management, LP | 2.69% | Add +2.1% | 149,745 | $5.6M |
| Valued Wealth Advisors LLC | 2.93% | Reduce -2.4% | 156,912 | $5.6M |
| Transcend Capital Advisors, LLC | 0.44% | Add +17.6% | 156,566 | $5.6M |
| Abacus Wealth Partners, LLC | 0.84% | Reduce -0.0% | 152,934 | $5.5M |
| Physician Wealth Advisors, Inc. | 0.86% | Add +0.2% | 152,227 | $5.5M |
| Prospect Financial Group LLC | 5.69% | Add +13.1% | 151,726 | $5.4M |
| Integrity Wealth Solutions LLC | 2.63% | Add +0.3% | 150,469 | $5.4M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -3.8% | 150,282 | $5.4M |
| Running Point Capital Advisors, LLC | 1.46% | Reduce -0.3% | 147,436 | $5.3M |
| RFG Advisory, LLC | 0.12% | Reduce -37.4% | 146,950 | $5.3M |
| Baring Financial LLC | 3.93% | Add +4.5% | 146,848 | $5.3M |
| GEM Asset Management, LLC | 2.66% | Add +1.5% | 143,429 | $5.2M |
| RVW Wealth, LLC | 0.44% | New | 144,186 | $5.2M |
| Aprio Wealth Management, LLC | 0.57% | Reduce -0.9% | 141,388 | $5.1M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -3.0% | 140,863 | $5.0M |
| Wealth Architects, LLC | 0.51% | Add +4.6% | 140,800 | $5.0M |
| MAI Capital Management | 0.04% | Add +7.3% | 140,511 | $5.0M |
| Hutchinson Capital Management | 0.92% | Reduce -4.0% | 140,144 | $5.0M |
| WPWealth LLP | 0.90% | Add +2.5% | 140,000 | $5.0M |
| Citigroup Inc. | 0.00% | Add +4.2% | 137,620 | $4.9M |
| Heritage Wealth Management, Inc. | 3.65% | Reduce -7.7% | 134,341 | $4.8M |
| Entrewealth, LLC | 3.32% | Reduce -40.4% | 133,852 | $4.8M |
| M Wealth Management, LLC | 4.42% | Reduce -5.6% | 133,617 | $4.8M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.6% | 133,473 | $4.8M |
| Quantinno Capital Management LP | 0.02% | Add +20.5% | 133,236 | $4.8M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -18.8% | 133,227 | $4.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.08% | Add +3.8% | 132,620 | $4.8M |
| Stone Summit Wealth LLC | 1.47% | Add +2.5% | 132,615 | $4.8M |
| Sei Investments Co. | 0.01% | New | 131,368 | $4.7M |
| Vista Capital Partners, Inc. | 0.51% | Add +9.6% | 130,529 | $4.7M |
| Mutual Advisors, LLC | 0.12% | Reduce -1.0% | 125,976 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +97.0% | 130,053 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -2.0% | 129,865 | $4.7M |
| Werba Rubin Papier Wealth Management | 0.86% | Add +9.8% | 128,339 | $4.6M |
| Wesbanco Bank Inc. | 0.14% | New | 127,890 | $4.6M |
| Caerus Investment Advisors, LLC | 4.31% | Reduce -0.3% | 126,041 | $4.5M |
| Krilogy Financial LLC | 0.26% | Add +0.1% | 124,510 | $4.5M |
| Pollock Investment Advisors, LLC | 3.63% | Add +96.8% | 124,401 | $4.5M |
| Alpha Financial Advisors, LLC | 1.71% | Reduce -0.9% | 123,228 | $4.4M |
| Curio Wealth, LLC | 1.93% | Add +235794.2% | 122,665 | $4.4M |
| Keystone Financial Group, Inc. | 2.79% | Add +2.2% | 120,015 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.2% | 120,303 | $4.3M |
| Western Wealth Management, LLC | 0.26% | Reduce -0.2% | 119,877 | $4.3M |
| Beckerman Institutional, LLC | 2.83% | Add +10.3% | 118,989 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +63.8% | 118,112 | $4.2M |
| Balance Wealth Partners LLC | 2.47% | Reduce -17.0% | 117,734 | $4.2M |
| NorthCoast Asset Management LLC | 0.02% | Add +5.2% | 116,745 | $4.2M |
| Arbor Wealth Advisors LLC | 3.37% | No change | 115,776 | $4.1M |
| AlphaCore Capital LLC | 0.16% | Add +1146.6% | 115,461 | $4.1M |
| Ieq Capital, LLC | 0.03% | Add +160.8% | 114,905 | $4.1M |
| Everest Private Wealth | 2.94% | No change | 114,049 | $4.1M |
| KOM Wealth Management Group, LLC | 3.21% | Reduce -22.3% | 112,877 | $4.0M |
| Nicolet Advisory Services, LLC | 0.34% | Reduce -3.3% | 111,409 | $4.0M |
| Essential Planning, LLC. | 1.49% | Add +26.2% | 111,426 | $4.0M |
| Private Trust Co. NA | 0.38% | Reduce -6.2% | 111,159 | $4.0M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -0.2% | 110,885 | $4.0M |
| Tranquilli Financial Advisor LLC | 2.42% | Add +9.9% | 109,222 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +37.0% | 109,059 | $3.9M |
| Clarity Capital Advisors, LLC | 2.27% | Add +0.1% | 108,537 | $3.9M |
| Financial Insights, Inc. | 1.42% | Reduce -32.7% | 108,121 | $3.9M |
| Brown Advisory Inc. | 0.01% | Reduce -11.9% | 106,522 | $3.8M |
| TCFG Wealth Management, LLC | 1.74% | Reduce -1.8% | 106,346 | $3.8M |
| Index Fund Advisors, Inc. | 0.21% | Add +2.5% | 105,843 | $3.8M |
| Clark Asset Management, LLC | 0.51% | Add +158.4% | 104,951 | $3.8M |
| Note Advisors, LLC | 2.58% | Add +10.3% | 104,196 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +20631.6% | 101,792 | $3.6M |
| Mowery & Schoenfeld Wealth Management, LLC | 5.86% | Add +2.8% | 101,145 | $3.6M |
| Advisors Capital Management, LLC | 0.05% | Add +2.1% | 101,111 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -0.8% | 100,804 | $3.6M |
| Total Clarity Wealth Management, Inc. | 1.03% | Add +6.6% | 100,579 | $3.6M |
| USAdvisors Wealth Management, LLC | 1.31% | Add +1.0% | 98,464 | $3.5M |
| Retirement Planning Group, LLC | 0.15% | Reduce -0.9% | 98,311 | $3.5M |
| Curi Capital, LLC | 0.07% | Add +1053.5% | 97,762 | $3.5M |
| Brookstone Capital Management | 0.05% | Add +195.1% | 96,820 | $3.5M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 96,713 | $3.5M |
| Summit Wealth Group LLC / Co. | 0.87% | — | 96,678 | $3.5M |
| Main Street Financial Solutions, LLC | 0.25% | Add +14.4% | 95,508 | $3.4M |
| CW Advisors, LLC | 0.03% | Add +4.7% | 93,885 | $3.4M |
| Intelligent Financial Strategies | 1.78% | Add +21.6% | 93,828 | $3.4M |
| McGrath & Associates, Inc. | 5.43% | Add +27.4% | 93,077 | $3.3M |
| Prosperity Planning, Inc. | 1.34% | Reduce -0.7% | 92,836 | $3.3M |
| Orion Capital Management LLC | 1.27% | Add +9.2% | 92,807 | $3.3M |
| C M Bidwell & Associates Ltd. | 1.71% | Reduce -4.7% | 92,192 | $3.3M |
| Allium Financial Advisors, LLC | 2.88% | No change | 92,057 | $3.3M |
| AE Wealth Management LLC | 0.02% | Add +27.6% | 92,009 | $3.3M |
| Aegis Wealth Management LLC | 1.97% | No change | 99,676 | $3.3M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -0.4% | 89,042 | $3.2M |
| Buttonwood Financial Advisors Inc. | 1.27% | No change | 88,260 | $3.2M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -5.4% | 87,039 | $3.1M |
| WestHill Financial Advisors, Inc. | 0.66% | No change | 86,838 | $3.1M |
| Nautilus Advisors LLC | 2.27% | Add +3.9% | 86,542 | $3.1M |
| OneAscent Family Office, LLC | 2.93% | No change | 86,479 | $3.1M |
| Parkside Advisors LLC | 0.67% | No change | 84,709 | $3.0M |
| LJI Wealth Management, LLC | 0.53% | Reduce -3.5% | 84,490 | $3.0M |
| Accredited Investor Services, LLC | 2.29% | Add +0.0% | 84,475 | $3.0M |
| Wealthspan Partners, LLC | 1.25% | Reduce -6.5% | 84,303 | $3.0M |
| Concord Asset Management, LLC | 0.45% | New | 84,146 | $3.0M |
| Concord Wealth Partners | 0.44% | Add +1.9% | 84,146 | $3.0M |
| Pioneer Wealth Management Group | 1.11% | Reduce -22.1% | 83,354 | $3.0M |
| Hartmann Taylor Wealth Management, LLC | 2.47% | Reduce -0.4% | 82,896 | $3.0M |
| Kure Advisory, LLC | 1.93% | Add +7.3% | 81,418 | $2.9M |
| Legacy Capital Wealth Partners, LLC | 0.66% | New | 81,408 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -0.7% | 81,394 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -82.8% | 81,254 | $2.9M |
| Financial Advocates Investment Management | 0.24% | Reduce -1.8% | 81,092 | $2.9M |
| Samalin Investment Counsel, LLC | 1.12% | Add +12.8% | 80,694 | $2.9M |
| True North Advisors, LLC | 0.55% | No change | 79,903 | $2.9M |
| Eaton Financial Holdings Company, LLC | 0.88% | New | 79,546 | $2.9M |
| Vestor Capital, LLC | 0.21% | Add +123.2% | 22,880 | $2.8M |
| Pallas Capital Advisors LLC | 0.10% | No change | 76,860 | $2.8M |
| Lakeridge Wealth Management LLC | 1.27% | Reduce -33.5% | 76,847 | $2.8M |
| 25 LLC | 1.01% | Add +1.9% | 76,817 | $2.8M |
| Seneschal Advisors, LLC | 2.16% | Reduce -3.3% | 76,475 | $2.7M |
| City State Bank | 0.86% | Add +2.3% | 76,311 | $2.7M |
| Wedmont Private Capital | 0.12% | Add +43.7% | 74,775 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +32.9% | 75,651 | $2.7M |
| Evoke Wealth, LLC | 0.06% | Add +179.8% | 75,496 | $2.7M |
| 1900 Wealth Management LLC | 0.20% | Reduce -8.1% | 74,766 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -4.0% | 73,686 | $2.6M |
| Atwater Malick LLC | 0.83% | Reduce -3.5% | 72,714 | $2.6M |
| Baker Avenue Asset Management, LP | 0.07% | No change | 72,633 | $2.6M |
| Liberty Capital Management, Inc. | 0.52% | No change | 72,322 | $2.6M |
| Marietta Wealth Management, LLC | 0.34% | No change | 72,158 | $2.6M |
| WealthCollab, LLC | 1.45% | No change | 71,866 | $2.6M |
| Yarger Wealth Strategies, LLC | 1.34% | Add +0.3% | 71,361 | $2.6M |
| Exencial Wealth Advisors, LLC | 0.09% | Add +1.1% | 70,640 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +179.0% | 69,636 | $2.5M |
| Prospera Financial Services Inc | 0.05% | Add +38.5% | 69,332 | $2.5M |
| 49 Wealth Management, LLC | 0.26% | Add +0.3% | 69,251 | $2.5M |
| Citizens Financial Group Inc. | 0.04% | Add +30.1% | 68,897 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +142.8% | 68,457 | $2.5M |
| Millstone Evans Group, LLC | 1.65% | Reduce -60.3% | 67,702 | $2.4M |
| Strategent Financial, LLC | 1.88% | Reduce -0.9% | 67,209 | $2.4M |
| Seaside Wealth Management, Inc. | 0.76% | Add +1.9% | 66,981 | $2.4M |
| RB Capital Management, LLC | 0.57% | Add +3.9% | 66,864 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.35% | New | 64,862 | $2.4M |
| Davis R M Inc. | 0.04% | No change | 65,594 | $2.4M |
| M&T Bank Corp | 0.01% | No change | 65,258 | $2.3M |
| Renaissance Technologies | 0.00% | Add +483.8% | 64,800 | $2.3M |
| Sage Mountain Advisors LLC | 0.15% | No change | 64,523 | $2.3M |
| Future You Wealth LLC | 1.22% | No change | 62,617 | $2.2M |
| Keener Financial Planning LLC | 1.12% | No change | 62,582 | $2.2M |
| CENTRAL TRUST Co | 0.05% | Add +404.8% | 62,505 | $2.2M |
| Family Wealth Partners, LLC | 0.89% | No change | 61,978 | $2.2M |
| HFG Wealth Management, LLC | 1.35% | Reduce -1.9% | 67,138 | $2.2M |
| Aviance Capital Partners, LLC | 0.29% | Add +0.6% | 61,523 | $2.2M |
| IFP Advisors, Inc | 0.06% | Reduce -7.3% | 60,758 | $2.2M |
| KM Capital Management Ltd. | 1.07% | Reduce -5.1% | 60,470 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -16.9% | 60,331 | $2.2M |
| Great Oak Capital Partners, LLC | 0.62% | Reduce -7.3% | 59,296 | $2.2M |
| Brooklyn FI, LLC | 0.55% | Add +293.0% | 59,966 | $2.1M |
| Signet Financial Management, LLC | 0.27% | Reduce -8.1% | 59,446 | $2.1M |
| Grey Fox Wealth Advisors, LLC | 0.51% | Reduce -0.6% | 59,249 | $2.1M |
| Accurate Wealth Management, LLC | 0.32% | New | 57,813 | $2.1M |
| Quad-Cities Investment Group, LLC | 0.95% | Add +8.8% | 58,039 | $2.1M |
| Savvy Advisors, Inc. | 0.14% | Reduce -15.8% | 57,835 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.31% | New | 57,831 | $2.1M |
| Freedom Investment Management, Inc. | 0.16% | Add +1.5% | 57,377 | $2.1M |
| PDS Planning, Inc | 0.15% | No change | 57,351 | $2.1M |
| Aquire Wealth Advisors, LLC | 0.55% | No change | 57,169 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.3% | 56,542 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | Add +40.2% | 56,334 | $2.0M |
| Parkside Financial Bank & Trust | 0.21% | Reduce -1.6% | 54,729 | $2.0M |
| Cadent Capital Advisors, LLC | 0.64% | Add +0.0% | 54,686 | $2.0M |
| Kestra Investment Management, LLC | 0.06% | Add +54.0% | 53,969 | $1.9M |
| Cookson Peirce & Co. Inc. | 0.08% | New | 53,627 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.6% | 53,267 | $1.9M |
| Larson Financial Group LLC | 0.08% | Reduce -0.0% | 52,762 | $1.9M |
| Strategic Blueprint, LLC | 0.09% | Add +1.0% | 52,567 | $1.9M |
| American Financial Advisors, LLC | 0.26% | Reduce -21.2% | 52,158 | $1.9M |
| Level Wealth Management LLC | 1.08% | Add +0.0% | 52,045 | $1.9M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -0.4% | 50,831 | $1.8M |
| Archer Investment Management, LLC | 1.32% | Reduce -17.2% | 50,706 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.14% | — | 50,006 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -4.1% | 49,839 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +0.0% | 49,829 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.0% | 49,460 | $1.8M |
| Olistico Wealth, LLC | 0.98% | Reduce -4.9% | 49,437 | $1.8M |
| Fifth Third Bancorp | 0.01% | No change | 48,195 | $1.7M |
| Oakworth Capital, Inc. | 0.11% | Add +8.4% | 48,163 | $1.7M |
| Landing Point Financial Group, LLC | 1.08% | Add +26.3% | 47,981 | $1.7M |
| Integrity Investment Advisors, LLC | 1.32% | Reduce -0.9% | 47,864 | $1.7M |
| MJP Associates Inc. | 0.25% | Reduce -8.4% | 47,312 | $1.7M |
| Advisor OS, LLC | 0.17% | Reduce -8.4% | 47,312 | $1.7M |
| Axis Wealth Partners, LLC | 1.10% | Add +5.2% | 46,933 | $1.7M |
| Ballentine Partners, LLC | 0.02% | No change | 46,170 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 46,082 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.44% | Add +8.4% | 46,057 | $1.7M |
| Csenge Advisory Group | 0.09% | Add +5.2% | 47,583 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.0% | 45,335 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +28.3% | 44,846 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +0.0% | 44,527 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +46.5% | 44,143 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.57% | No change | 42,815 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +0.0% | 43,865 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.2% | 43,734 | $1.6M |
| Icon Wealth Advisors, LLC | 0.11% | No change | 42,672 | $1.5M |
| Coston, McIsaac & Partners | 0.39% | Add +0.7% | 42,329 | $1.5M |
| Shotwell Rutter Baer Inc | 1.03% | Add +0.0% | 41,458 | $1.5M |
| Townsquare Capital LLC | 0.15% | Reduce -81.6% | 42,116 | $1.5M |
| Roundview Capital LLC | 0.10% | Add +0.3% | 42,090 | $1.5M |
| Benchmark Wealth Management, LLC | 0.66% | Add +31.9% | 41,244 | $1.5M |
| EWG Elevate Inc. | 0.44% | New | 39,465 | $1.4M |
| Avant Financial Advisors LLC | 1.16% | Reduce -0.9% | 39,423 | $1.4M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.4M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 38,986 | $1.4M |
| Probity Advisors, Inc. | 0.25% | No change | 38,944 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | Reduce -20.5% | 38,716 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.44% | Reduce -44.3% | 38,158 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 38,022 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.25% | Add +0.3% | 37,943 | $1.4M |
| Nicolet Bankshares Inc. | 0.23% | Reduce -1.6% | 37,807 | $1.4M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 37,293 | $1.3M |
| Lifeworks Advisors, LLC | 0.20% | Add +0.2% | 37,276 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.63% | Add +0.2% | 36,726 | $1.3M |
| Brewster Financial Planning LLC | 0.88% | Reduce -2.0% | 36,521 | $1.3M |
| Disciplined Equity Management, Inc. | 0.76% | Add +0.6% | 36,300 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce 0.0% | 36,213 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Reduce -2.8% | 36,091 | $1.3M |
| Quantum Financial Advisors, LLC | 0.17% | Add +27.7% | 35,483 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | Add +0.6% | 35,483 | $1.3M |
| First Merchants Corp. | 0.05% | No change | 35,422 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -18.7% | 35,127 | $1.3M |
| Lion Street Advisors, LLC | 0.38% | Add +4.0% | 35,086 | $1.3M |
| Fortress Wealth Management, Inc. | 0.60% | Reduce -0.0% | 34,729 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.1% | 34,660 | $1.2M |
| Silver Oak Securities, Incorporated | 0.10% | Add +1.9% | 34,481 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +30.8% | 34,402 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 33,900 | $1.2M |
| Lam Group, Inc. | 0.81% | Add +0.0% | 33,891 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.15% | New | 32,599 | $1.2M |
| Stewardship Advisors, LLC | 0.30% | Add +7.6% | 32,981 | $1.2M |
| Aspire Private Capital, LLC | 0.27% | Add +0.0% | 32,891 | $1.2M |
| Almanack Investment Partners, LLC. | 0.19% | No change | 32,866 | $1.2M |
| Rise Advisors, LLC | 0.46% | Add +0.3% | 32,658 | $1.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Add +0.3% | 32,441 | $1.2M |
| Heritage Wealth Advisors | 0.06% | No change | 32,405 | $1.2M |
| Commerce Bank | 0.01% | No change | 32,319 | $1.2M |
| Collective Family Office LLC | 0.30% | No change | 32,293 | $1.2M |
| Rialto Wealth Management, LLC | 0.32% | Reduce -0.1% | 32,288 | $1.2M |
| Cedar Point Capital Partners, LLC | 0.82% | New | 32,274 | $1.2M |
| rebel Financial LLC | 0.52% | — | 32,094 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 31,964 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +234.4% | 31,898 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.4% | 31,837 | $1.1M |
| FSM Wealth Advisors, LLC | 0.18% | Add +2.6% | 31,121 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.69% | No change | 31,103 | $1.1M |
| High Probability Advisors, LLC | 0.17% | Reduce -0.2% | 30,825 | $1.1M |
| Tranquility Partners, LLC | 0.39% | No change | 30,589 | $1.1M |
| Wharton Business Group, LLC | 0.05% | New | 30,402 | $1.1M |
| Montag A & Associates Inc. | 0.05% | No change | 30,235 | $1.1M |
| Cooper Financial Group | 0.13% | No change | 30,042 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -13.6% | 30,034 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | No change | 29,738 | $1.1M |
| Northeast Financial Group, Inc. | 0.33% | Reduce -0.8% | 29,075 | $1.0M |
| JB Capital LLC | 0.05% | Add +0.2% | 29,062 | $1.0M |
| Live Oak Private Wealth LLC | 0.16% | New | 29,036 | $1.0M |
| Brooklyn Investment Group | 0.14% | Add +108.6% | 29,030 | $1.0M |
| Tudor Investment Corporation | 0.01% | Add +69.2% | 28,962 | $1.0M |
| Resolute Wealth Advisor, Inc. | 0.59% | — | 26,619 | $1.0M |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $1.0M |
| Disciplined Investors, L.L.C. | 0.80% | Add +0.2% | 28,562 | $1.0M |
| TruNorth Capital Management, LLC | 0.23% | No change | 28,519 | $1.0M |
| ERn Financial, LLC | 0.21% | Reduce -4.8% | 28,438 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $1.0M |
| FFT Wealth Management LLC | 0.20% | New | 27,708 | $1.0M |
| SCS Capital Management LLC | 0.01% | No change | 28,110 | $1.0M |
| Perennial Investment Advisors, LLC | 0.10% | No change | 28,067 | $1.0M |
| Hancock Whitney Corp. | 0.02% | New | 27,973 | $1.0M |
| Alkeme Wealth, LLC | 0.45% | Add +0.8% | 27,937 | $1.0M |
| Renasant Bank | 0.67% | Reduce -2.5% | 27,916 | $1.0M |
| Oakwell Private Wealth Management, LLC | 0.23% | No change | 27,914 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -8.9% | 27,866 | $999K |
| QRG Capital Management, Inc. | 0.01% | Add +38.7% | 27,530 | $987K |
| Riverbend Wealth Management, LLC | 0.75% | Add +45.9% | 27,486 | $985K |
| Magnolia Capital Advisors LLC | 0.25% | Add +0.3% | 27,452 | $984K |
| Advisory Services Network, LLC | 0.02% | Add +0.7% | 26,773 | $981K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -3.8% | 26,094 | $973K |
| Sand Hill Global Advisors, LLC | 0.04% | No change | 26,985 | $967K |
| BlackRock, Inc. | 0.00% | Add +44.1% | 26,779 | $960K |
| DGS Capital Management, LLC | 0.20% | No change | 26,450 | $948K |
| Astra Wealth Partners LLC | 0.76% | No change | 26,442 | $948K |
| Revisor Wealth Management LLC | 0.34% | No change | 25,699 | $941K |
| Gibraltar Capital Management, Inc. | 0.18% | Add +53.6% | 39,006 | $938K |
| Fortis Advisors, LLC | 0.60% | Reduce -21.6% | 26,090 | $935K |
| TFC Financial Management, Inc. | 0.13% | Add +0.3% | 26,015 | $932K |
| MGB Wealth Management, LLC | 0.30% | Reduce -30.1% | 25,811 | $925K |
| Affinity Capital Advisors, LLC | 0.16% | No change | 25,646 | $919K |
| Gradient Capital Advisors, LLC | 0.27% | Add +9.2% | 25,497 | $914K |
| Richard P Slaughter Associates Inc | 0.18% | No change | 25,188 | $903K |
| Beacon Financial Advisory LLC | 0.23% | No change | 24,961 | $895K |
| Blue Chip Partners, LLC | 0.07% | Add +0.3% | 24,868 | $891K |
| CoreCap Advisors, LLC | 0.04% | Add +38.5% | 24,259 | $869K |
| CRA Financial Services, LLC | 0.13% | Reduce -10.4% | 24,193 | $867K |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Add +0.2% | 23,921 | $857K |
| Solutions 4 Wealth, Ltd | 1.43% | Reduce -0.1% | 23,908 | $857K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -10.9% | 23,871 | $856K |
| St Germain D J Co. Inc. | 0.04% | No change | 23,839 | $854K |
| S. R. Schill & Associates | 0.63% | Add +0.3% | 23,826 | $854K |
| Citrine Capital LLC | 0.45% | Add +0.1% | 23,705 | $850K |
| VanderPol Investments L.L.C. | 1.78% | Reduce -7.6% | 23,685 | $849K |
| Meredith Wealth Planning | 0.31% | New | 23,580 | $845K |
| Confluence Wealth Services, Inc. | 0.05% | Add +1.4% | 23,383 | $838K |
| Elevate Wealth Advisory, Inc. | 0.60% | Add +0.1% | 23,349 | $837K |
| Baker Tilly Wealth Management, LLC | 0.30% | Add +0.3% | 23,188 | $831K |
| Facet Wealth, Inc. | 0.02% | Reduce -17.8% | 22,555 | $826K |
| GW Henssler & Associates Ltd. | 0.04% | Add +156.1% | 23,038 | $826K |
| Murphy Pohlad Asset Management LLC | 0.34% | No change | 22,504 | $807K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 22,372 | $802K |
| Hopwood Financial Services, Inc. | 0.63% | No change | 22,370 | $802K |
| Yardley Wealth Management LLC | 0.43% | No change | 22,062 | $791K |
| Blue Trust, Inc. | 0.01% | Reduce -1.9% | 22,035 | $790K |
| Certuity, LLC | 0.07% | New | 21,994 | $788K |
| Busey Bank | 0.02% | No change | 21,917 | $786K |
| Keystone Financial Services | 0.27% | Reduce -25.1% | 21,862 | $784K |
| Exchange Traded Concepts, LLC | 0.01% | New | 21,846 | $783K |
| Keel Point, LLC | 0.05% | Add +88.5% | 21,700 | $778K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -27.8% | 21,614 | $775K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $772K |
| Elevation Wealth Partners, LLC | 0.30% | Add +0.3% | 21,472 | $770K |
| Mendota Financial Group, LLC | 0.72% | No change | 21,341 | $765K |
| Signaturefd, LLC | 0.01% | Reduce -0.0% | 21,142 | $758K |
| Eldridge Investment Advisors, Inc. | 0.16% | Reduce -0.9% | 21,075 | $755K |
| Yoder Wealth Management, Inc. | 0.39% | No change | 21,007 | $753K |
| Partners in Financial Planning | 0.14% | Add +1.5% | 21,001 | $753K |
| Jane Street Group, LLC | 0.00% | New | 20,935 | $750K |
| Blume Capital Management, Inc. | 0.15% | Add +14.1% | 20,905 | $749K |
| Boyce & Associates Wealth Consulting, Inc. | 0.68% | Reduce -1.2% | 20,667 | $741K |
| Kovack Advisors, Inc. | 0.07% | No change | 20,622 | $739K |
| Sprinkle Financial Consultants LLC | 0.45% | Add +13.8% | 20,586 | $738K |
| Shore Point Advisors, LLC | 0.35% | Add +54.6% | 20,564 | $737K |
| Calydon Capital | 0.07% | Add +100.0% | 20,514 | $735K |
| Sard Wealth Management Group, LLC | 0.45% | Add +0.3% | 20,469 | $734K |
| Security Financial Services, INC. | 0.13% | No change | 20,260 | $726K |
| Gilbert & Cook, Inc. | 0.10% | Add +0.0% | 20,142 | $722K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -2.2% | 19,902 | $713K |
| bLong Financial, LLC | 0.55% | No change | 19,784 | $709K |
| KPP Advisory Services LLC | 0.12% | No change | 19,571 | $701K |
| Sage Rhino Capital LLC | 0.15% | Add +3.3% | 19,376 | $694K |
| Anderson Hoagland & Co. | 0.07% | No change | 19,248 | $690K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 18,948 | $679K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.1% | 18,923 | $678K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.2% | 18,757 | $672K |
| Northeast Planning Associates, Inc. / NH / | 0.61% | No change | 18,529 | $664K |
| Stage Harbor Financial, LLC | 0.54% | No change | 18,527 | $664K |
| Ti-Trust, Inc. | 0.44% | No change | 18,395 | $659K |
| Better Money Decisions, LLC | 0.40% | Reduce -3.5% | 18,203 | $652K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $651K |
| Emprise Bank | 0.31% | No change | 18,097 | $649K |
| Principal Securities, Inc. | 0.01% | Reduce -8.8% | 18,048 | $647K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.3% | 17,972 | $644K |
| Colonial Trust Co / SC | 0.09% | No change | 17,949 | $643K |
| Acorn Creek Capital LLC | 0.27% | Reduce -15.7% | 17,909 | $642K |
| Capital Advisors Inc. | 0.01% | Reduce -3.2% | 17,909 | $642K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -2.3% | 17,883 | $641K |
| Oak Wealth Advisors LLC | 0.40% | Reduce -10.5% | 17,519 | $628K |
| Argent Trust Co | 0.02% | No change | 17,432 | $625K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.3% | 17,118 | $624K |
| Bay Capital Advisors, LLC | 0.47% | Add +3.0% | 17,253 | $618K |
| National Wealth Management Group, LLC | 0.34% | Add +0.1% | 17,139 | $614K |
| Pettinga Financial Advisors LLC | 0.13% | No change | 16,939 | $607K |
| Rebalance, LLC | 0.04% | Add +0.3% | 16,910 | $606K |
| Autumn Glory Partners, LLC | 0.28% | Add +20.0% | 16,897 | $606K |
| CPA Asset Management Group, LLC | 0.25% | No change | 16,883 | $605K |
| CogentBlue Wealth Advisors, LLC | 0.46% | No change | 16,741 | $600K |
| First Trust Advisors LP | 0.00% | Reduce -22.8% | 16,674 | $598K |
| Evolution Advisers, Inc. | 0.29% | No change | 16,680 | $597K |
| WBH Advisory Inc. | 0.05% | Reduce -0.1% | 16,464 | $590K |
| GTS Securities LLC | 0.03% | New | 16,416 | $588K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -9.5% | 16,249 | $582K |
| Moors & Cabot, Inc. | 0.03% | Add +2.1% | 16,216 | $581K |
| Destination Wealth Management | 0.02% | No change | 16,194 | $580K |
| MPWM Advisory Solutions, LLC | 0.37% | Reduce -0.2% | 16,135 | $578K |
| Single Point Partners, LLC | 0.13% | Reduce -16.1% | 16,123 | $578K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 16,016 | $574K |
| Trust Point Inc. | 0.05% | No change | 15,945 | $571K |
| Jentner Corp | 0.15% | Add +3.9% | 15,926 | $571K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.3% | 15,801 | $566K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $565K |
| National Bank of Canada | 0.00% | Add +77.0% | 15,628 | $563K |
| Threadgill Financial, LLC | 0.30% | No change | 15,705 | $563K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.3% | 15,687 | $562K |
| SYM FINANCIAL Corp | 0.06% | Add +7.8% | 15,617 | $560K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.8% | 15,569 | $558K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 15,440 | $553K |
| Bank of Montreal | 0.00% | Reduce -49.7% | 15,411 | $552K |
| TFB Advisors LLC | 0.14% | Reduce -6.9% | 15,389 | $552K |
| CIBC Private Wealth Group LLC | 0.00% | Add +500.3% | 15,266 | $547K |
| Hershey Financial Advisers, LLC | 0.49% | — | 15,211 | $545K |
| Providence Capital Advisors, LLC | 0.10% | Add +0.0% | 15,203 | $545K |
| BostonPremier Wealth LLC | 0.30% | Add +0.3% | 15,201 | $545K |
| Balboa Wealth Partners | 0.11% | Reduce -3.0% | 15,115 | $542K |
| Johnson Financial Group, LLC | 0.05% | No change | 15,089 | $541K |
| Mraz, Amerine & Associates, Inc. | 0.09% | Reduce -17.8% | 15,077 | $540K |
| Francis Financial, Inc. | 0.12% | No change | 14,876 | $533K |
| North Capital, Inc. | 0.46% | Add +0.0% | 14,875 | $533K |
| Abundance Wealth Counselors | 0.10% | New | 14,848 | $532K |
| Visionary Horizons, LLC | 0.33% | Add +41.3% | 14,755 | $529K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 14,546 | $521K |
| Morling Financial Advisors, LLC | 0.17% | No change | 14,490 | $519K |
| Barry Investment Advisors, LLC | 0.13% | Add +1.0% | 14,477 | $519K |
| Rockingstone Advisors LLC | 0.27% | No change | 14,471 | $519K |
| Gibbs Wealth Management | 0.10% | Reduce -6.9% | 14,466 | $518K |
| Highland Financial Advisors, LLC | 0.17% | Add +0.7% | 14,359 | $515K |
| Ascent Group, LLC | 0.02% | Reduce -2.3% | 14,214 | $509K |
| Financial Partners Group, LLC | 0.18% | New | 14,175 | $508K |
| Bessemer Group Inc. | 0.00% | Add +11.1% | 14,117 | $506K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -0.2% | 14,082 | $505K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +5.0% | 14,051 | $504K |
| Sigma Planning Corp | 0.02% | Add +30.1% | 14,007 | $502K |
| Harbor Group, Inc. | 0.09% | Reduce -4.1% | 13,783 | $494K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -31.7% | 13,777 | $494K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $493K |
| Two Sigma Securities, LLC | 0.06% | New | 13,726 | $492K |
| Fiduciary Alliance LLC | 0.04% | Add +10.2% | 13,720 | $492K |
| Timonier Family Office, LTD. | 0.18% | Reduce -12.8% | 13,599 | $487K |
| Hilltop Holdings Inc. | 0.03% | Add +102.2% | 13,598 | $487K |
| Lockerman Financial Group, Inc. | 0.65% | No change | 13,526 | $485K |
| Full Sail Capital, LLC | 0.03% | Add +69.3% | 13,472 | $483K |
| Seed Wealth Management, Inc. | 0.36% | New | 13,430 | $481K |
| Edge Financial Advisors LLC | 0.25% | Reduce -68.7% | 13,378 | $480K |
| Valmark Advisers, Inc. | 0.01% | Add +1.5% | 13,374 | $479K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 13,326 | $478K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -1.0% | 13,319 | $477K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +0.5% | 13,182 | $472K |
| Navigoe, LLC | 0.35% | No change | 13,096 | $469K |
| Modern Wealth Management, LLC | 0.01% | Add +2.9% | 13,006 | $466K |
| EnRich Financial Partners LLC | 0.14% | Reduce -5.7% | 13,004 | $466K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,975 | $465K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,697 | $455K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -46.0% | 12,649 | $453K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.2% | 12,538 | $449K |
| Texas Bank & Trust Co | 0.18% | Reduce -33.7% | 12,532 | $449K |
| Reyes Financial Architecture, Inc. | 0.38% | No change | 12,411 | $445K |
| Sittner & Nelson, LLC | 0.18% | New | 12,385 | $444K |
| Robinswood Financial LLC | 0.15% | Add +0.0% | 12,183 | $437K |
| Independent Financial Group, LLC | 0.01% | Reduce -72.2% | 12,082 | $433K |
| Harbour Investments, Inc. | 0.01% | Add +11.3% | 12,069 | $433K |
| XTX Topco Ltd | 0.02% | New | 12,007 | $430K |
| Vista Finance, LLC | 0.37% | No change | 11,992 | $430K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 11,869 | $425K |
| Pure Portfolios Holdings LLC | 0.14% | Reduce -1.3% | 11,725 | $420K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -1.7% | 11,725 | $420K |
| BWM Planning, LLC | 0.14% | Reduce -4.1% | 11,399 | $409K |
| Sovereign Financial Group, Inc. | 0.08% | New | 11,389 | $408K |
| Exchange Capital Management, Inc. | 0.06% | No change | 11,387 | $408K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 11,009 | $408K |
| Tableaux LLC | 0.23% | Reduce -8.1% | 11,329 | $406K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.7% | 11,304 | $405K |
| MTM Investment Management, LLC | 0.14% | New | 11,294 | $405K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.3% | 11,201 | $401K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.8% | 11,193 | $401K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Reduce -0.8% | 11,102 | $398K |
| BOS Asset Management, LLC | 0.13% | Add +1.4% | 11,024 | $395K |
| Monument Capital Management | 0.10% | No change | 11,012 | $395K |
| Burk Holdings LLC | 0.25% | Add +1.6% | 11,008 | $395K |
| Oxbow Advisors, LLC | 0.04% | No change | 10,907 | $391K |
| Smith Anglin Financial, LLC | 0.04% | Add +0.3% | 10,841 | $389K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $386K |
| Intrua Financial, LLC | 0.06% | No change | 10,752 | $385K |
| Garrison Point Advisors, LLC | 0.18% | No change | 10,747 | $385K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $380K |
| Fairman Group, LLC | 0.31% | Add +0.3% | 10,593 | $380K |
| Carnegie Investment Counsel | 0.01% | No change | 10,511 | $377K |
| WealthShield Partners, LLC | 0.04% | Add +0.2% | 10,378 | $372K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $369K |
| Trek Financial, LLC | 0.02% | New | 10,299 | $369K |
| Hantz Financial Services, Inc. | 0.01% | New | 10,282 | $369K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $368K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +11.8% | 10,255 | $368K |
| Marotta Asset Management | 0.07% | Add +0.3% | 10,210 | $366K |
| Vident Advisory, LLC | 0.00% | No change | 10,189 | $365K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $365K |
| Williams & Novak, LLC | 0.31% | Add +4.2% | 10,127 | $363K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -83.5% | 10,065 | $361K |
| Bordeaux Wealth Advisors LLC | 0.05% | Reduce -11.8% | 10,010 | $359K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +57.0% | 9,945 | $356K |
| Matauro, LLC | 0.07% | Reduce -1.9% | 9,941 | $356K |
| Von Berge Wealth Management Group, LLC | 0.20% | Add +6.2% | 9,687 | $355K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -6.7% | 9,849 | $353K |
| Hanover Advisors Inc. | 0.14% | Reduce -8.0% | 9,810 | $352K |
| FSA Advisors, Inc. | 0.29% | Reduce -46.3% | 9,784 | $351K |
| Significant Wealth Partners LLC | 0.17% | No change | 9,762 | $350K |
| BBR Partners, LLC | 0.02% | Reduce -46.2% | 9,660 | $346K |
| Iams Wealth Management, LLC | 0.16% | No change | 9,646 | $346K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $346K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.1% | 9,555 | $342K |
| First American Trust, FSB | 0.03% | Reduce -1.7% | 9,490 | $340K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $339K |
| Matisse Capital | 0.16% | Add +0.3% | 9,431 | $338K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -23.8% | 9,410 | $337K |
| Wealthcare Capital Management LLC | 0.04% | Add +4.5% | 9,407 | $337K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,303 | $333K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -2.1% | 9,292 | $333K |
| Jessup Wealth Management, Inc | 0.13% | No change | 9,243 | $331K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 9,240 | $331K |
| Ridgeline Wealth Planning, LLC | 0.27% | No change | 9,232 | $331K |
| Washington Trust Bank | 0.03% | Reduce -0.3% | 9,099 | $326K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.3% | 9,091 | $326K |
| E&G Advisors, LLC | 0.08% | Reduce -2.5% | 9,090 | $326K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.1% | 8,677 | $317K |
| Wallace Advisory Group, LLC | 0.23% | Add +0.3% | 9,603 | $317K |
| Romano Brothers and Company | 0.04% | No change | 8,832 | $317K |
| Market Street Wealth Management Advisors LLC | 0.05% | New | 8,826 | $316K |
| Advyzon Investment Management, LLC | 0.07% | New | 8,822 | $316K |
| Dixon Fnancial Services, Inc. | 0.16% | New | 8,726 | $313K |
| Holistic Financial Partners | 0.14% | Add +0.3% | 8,671 | $311K |
| Tenon Financial LLC | 0.14% | No change | 8,666 | $311K |
| McBroom & Associates, LLC | 0.18% | No change | 9,403 | $310K |
| PGIM Custom Harvest LLC | 0.01% | No change | 8,639 | $310K |
| Natural Investments, LLC | 0.08% | Reduce -28.4% | 8,569 | $307K |
| Mokosak Advisory Group, LLC | 0.09% | Add +0.3% | 8,557 | $307K |
| SimpliFi, Inc. | 0.13% | New | 8,516 | $305K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 8,485 | $304K |
| Essex Financial Services, Inc. | 0.02% | Add +8.1% | 8,483 | $304K |
| McAdam, LLC | 0.02% | No change | 8,437 | $302K |
| Inspire Advisors, LLC | 0.03% | Add +0.3% | 8,405 | $301K |
| Simon Quick Advisors, LLC | 0.02% | No change | 8,395 | $301K |
| Fielder Capital Group LLC | 0.08% | Reduce -10.6% | 8,319 | $298K |
| RFG Holdings, Inc. | 0.09% | New | 8,302 | $298K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 8,296 | $297K |
| Albion Financial Group | 0.02% | No change | 8,288 | $297K |
| Synergy Asset Management, LLC | 0.03% | No change | 8,210 | $294K |
| Peak Retirement Planning, Inc. | 0.12% | New | 8,166 | $293K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Add +0.3% | 8,164 | $293K |
| First National Advisers, LLC | 0.04% | No change | 8,158 | $292K |
| Wealthcare Capital Partners, LLC | 0.15% | Add +3.8% | 8,131 | $291K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +0.3% | 8,101 | $290K |
| Black Point Wealth Management | 8.24% | Reduce -74.2% | 8,044 | $288K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -11.1% | 8,043 | $288K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 7,965 | $285K |
| G2 Capital Management, LLC / Oh | 0.08% | Reduce -24.3% | 7,936 | $284K |
| Ellsworth Advisors, LLC | 0.07% | Reduce -7.4% | 7,927 | $284K |
| Clearstead Advisors, LLC | 0.00% | Add +50.0% | 7,857 | $282K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $281K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $281K |
| Foster Group, Inc. | 0.01% | Reduce -8.2% | 7,794 | $279K |
| Pillar Financial Advisors, LLC | 0.19% | Add +0.1% | 7,780 | $279K |
| Lincoln Capital LLC | 0.05% | No change | 7,766 | $278K |
| Chapin Davis, Inc. | 0.08% | No change | 7,674 | $275K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -5.3% | 7,661 | $275K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $270K |
| River Wealth Advisors LLC | 0.03% | No change | 7,403 | $265K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $264K |
| Silver Lake Advisory, LLC | 0.11% | Add +0.3% | 7,377 | $264K |
| Hills Bank & Trust Co | 0.02% | No change | 7,311 | $262K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.1% | 7,310 | $262K |
| Camarda Financial Advisors, LLC | 0.10% | No change | 7,267 | $260K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $259K |
| Accel Wealth Management | 0.09% | Add +0.1% | 7,236 | $259K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $257K |
| Guardian Asset Advisors, LLC | 0.15% | Reduce -6.3% | 7,143 | $256K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.7% | 7,129 | $256K |
| Strategy Asset Managers LLC | 0.05% | No change | 7,122 | $255K |
| Retirement Capital Strategies | 0.10% | No change | 7,114 | $255K |
| Wingate Wealth Advisors, Inc. | 0.23% | No change | 7,071 | $253K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $249K |
| MBM Wealth Consultants, LLC | 0.07% | No change | 6,940 | $249K |
| FSC Wealth Advisors, LLC | 0.16% | New | 6,907 | $248K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,885 | $247K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | Add +12.8% | 6,885 | $247K |
| Stephens Inc. | 0.00% | No change | 6,872 | $246K |
| &partners | 0.00% | Add +0.1% | 6,862 | $246K |
| Embree Financial Group | 0.04% | No change | 6,837 | $245K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.3% | 6,832 | $245K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 6,824 | $245K |
| 180 Wealth Advisors, LLC | 0.03% | New | 6,806 | $244K |
| Annandale Capital, LLC | 0.04% | Add +10.6% | 6,762 | $242K |
| Lodestone Wealth Management LLC | 0.12% | No change | 6,705 | $240K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $239K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 6,658 | $239K |
| Legacy Advisors, LLC | 3.77% | — | 8,543 | $238K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 6,544 | $235K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $232K |
| Innealta Capital, LLC | 0.12% | No change | 6,452 | $231K |
| Optivise Advisory Services LLC | 0.12% | No change | 6,447 | $231K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $230K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,422 | $230K |
| Milestone Asset Management Group, LLC | 0.17% | Add +0.4% | 6,414 | $230K |
| Rothschild Investment LLC | 0.01% | No change | 6,374 | $228K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -9.0% | 6,252 | $224K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,261 | $224K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 6,229 | $222K |
| WMG Financial Advisors, LLC | 0.08% | No change | 6,199 | $222K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 6,118 | $219K |
| SpringVest Wealth Management LLC | 0.18% | New | 6,068 | $217K |
| Ryan Investment Management, Inc. | 0.14% | — | 6,009 | $215K |
| Bridges Investment Management Inc. | 0.00% | New | 6,000 | $215K |
| Ironwood Financial, llc | 0.05% | No change | 6,472 | $214K |
| Legacy Wealth Management, LLC | 0.01% | New | 5,951 | $213K |
| Atlantic Union Bankshares Corp | 0.00% | New | 5,872 | $210K |
| Martin Worley Group | 0.10% | Reduce -62.6% | 5,848 | $210K |
| Pinnacle Associates Ltd. | 0.00% | New | 5,846 | $210K |
| CoreFirst Bank & Trust | 0.12% | New | 5,816 | $208K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -11.4% | 5,811 | $208K |
| Good Life Advisors, LLC | 0.01% | New | 5,800 | $208K |
| Cadence Bank | 0.01% | New | 5,701 | $204K |
| Goepper Burkhardt LLC | 0.08% | Reduce -39.6% | 5,692 | $204K |
| Elk River Wealth Management LLC | 0.03% | New | 5,661 | $203K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 5,624 | $202K |
| Sheets Smith Wealth Management | 0.02% | New | 5,620 | $201K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -58.7% | 5,591 | $200K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $200K |
| Operose Advisors LLC | 0.06% | No change | 5,557 | $199K |
| Rossby Financial, LCC | 0.07% | No change | 5,224 | $187K |
| Ridgewood Investments LLC | 0.08% | No change | 5,213 | $187K |
| New Millennium Group LLC | 0.10% | Add +0.3% | 5,212 | $187K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -48.3% | 5,057 | $181K |
| Kings Path Partners LLC | 0.07% | New | 4,873 | $175K |
| Fortitude Family Office, LLC | 0.06% | Add +41.5% | 4,716 | $169K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $161K |
| Glenmede Investment Management, LP | 0.00% | — | 4,380 | $157K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $145K |
| Avondale Wealth Management | 0.08% | No change | 4,000 | $143K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $139K |
| Bokf, NA | 0.00% | No change | 3,728 | $134K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,674 | $132K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,648 | $131K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,605 | $129K |
| Franklin Resources Inc. | 0.00% | New | 3,450 | $124K |
| Global Wealth Strategies & Associates | 0.03% | Add +50.7% | 3,188 | $114K |
| Investors Research Corp | 0.02% | No change | 3,135 | $112K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 3,087 | $111K |
| Gables Capital Management Inc. | 0.05% | New | 3,000 | $108K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $108K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,855 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $95K |
| JNBA Financial Advisors | 0.01% | Add +276.3% | 2,363 | $85K |
| Copia Wealth Management | 0.07% | New | 2,210 | $79K |
| CX Institutional | 0.00% | Reduce -32.4% | 2,212 | $79K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,173 | $78K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $78K |
| Howe & Rusling Inc. | 0.01% | No change | 2,114 | $76K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -3.6% | 2,104 | $75K |
| Truvestments Capital LLC | 0.01% | Add +0.3% | 2,073 | $74K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $62K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,545 | $57K |
| Spire Wealth Management | 0.00% | No change | 1,215 | $44K |
| Abound Wealth Management | 0.01% | Reduce -13.4% | 1,135 | $41K |
| Ancora Advisors LLC | 0.00% | New | 1,072 | $38K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $38K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $36K |
| Team Financial Group, LLC | 0.02% | New | 975 | $35K |
| BankPlus Trust Department | 0.01% | New | 836 | $30K |
| S.A. Mason LLC | 0.01% | No change | 830 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $29K |
| Traub Capital Management LLC | 0.02% | — | 706 | $25K |
| Park Square Financial Group, LLC | 0.02% | No change | 687 | $25K |
| Northwest Capital Management Inc | 0.01% | Reduce -79.2% | 675 | $24K |
| Evensky & Katz LLC | 0.00% | Add +0.3% | 649 | $23K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 547 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 551 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 501 | $18K |
| Parvin Asset Management, LLC | 0.02% | No change | 500 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +0.2% | 472 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 324 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -82.5% | 317 | $11K |
| Archer Investment Corp | 0.00% | No change | 308 | $11K |
| Spurstone Advisory Services, LLC | 0.14% | No change | 252 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 169 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 96 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 67 | $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.