Dimensional US Core Equity 2DFACETF
13F holders, Q3 2025 (September 30)1,048holders +19
58new positions
20sold out
3famous investors
$38.55avg. 13F price*
At the end of Q3 2025, 1,048 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 19 from Q2 2025. 58 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($2.4B), Focus Partners Wealth ($1.6B) and Forum Financial Management, LP ($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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $147.0M |
| Exits | 20 | $23.0M |
All 13F filers, Q2 2025 → Q3 2025: 32,665,180 shares bought and 61,620,047 shares sold, net −28,954,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,048 holders
| Mercer Global Advisors Inc. | 3.94% | Add +8.3% | 61,231,926 | $2.4B |
| Focus Partners Wealth | 2.65% | Add +3.8% | 42,523,921 | $1.6B |
| Forum Financial Management, LP | 21.14% | Add +2.9% | 40,038,710 | $1.5B |
| LPL Financial LLC | 0.20% | Add +0.4% | 17,499,479 | $675.0M |
| Apella Capital, LLC | 11.46% | Add +5.8% | 13,520,639 | $515.0M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -76.6% | 12,841,790 | $495.3M |
| Focus Partners Advisor Solutions, LLC | 4.88% | Reduce -28.3% | 11,163,173 | $430.8M |
| Rockwood Wealth Management, LLC | 33.97% | Add +3.4% | 11,022,086 | $425.1M |
| Plancorp, LLC | 12.83% | Reduce -1.3% | 10,603,980 | $409.0M |
| SJS Investment Consulting Inc. | 47.44% | Add +0.7% | 8,989,552 | $346.7M |
| Commonwealth Equity Services, LLC | 0.43% | Reduce -1.1% | 8,634,946 | $333.1M |
| Geometric Wealth Advisors | 43.71% | Add +5.8% | 8,504,587 | $328.0M |
| Wealthspire Advisors, LLC | 1.55% | Reduce -2.4% | 7,678,851 | $296.2M |
| Greenspring Advisors, LLC | 51.87% | — | 7,605,462 | $293.3M |
| Savant Capital, LLC | 1.73% | Add +2.1% | 7,388,731 | $285.0M |
| Monograph Wealth Advisors, LLC | 25.68% | Add +2.9% | 6,578,647 | $253.7M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.7% | 5,939,615 | $229.1M |
| Allworth Financial LP | 0.99% | Add +5.1% | 5,823,133 | $224.6M |
| Beacon Pointe Advisors, LLC | 1.84% | Add +411.2% | 5,620,346 | $216.8M |
| Capstone Financial Advisors, Inc. | 11.25% | Add +0.5% | 5,381,765 | $207.6M |
| Wealthstream Advisors, Inc. | 29.65% | Add +2.4% | 5,084,210 | $196.1M |
| Modera Wealth Management, LLC | 2.23% | Reduce -1.5% | 4,996,437 | $192.7M |
| Bank of America Corp. | 0.01% | Add +2.6% | 4,960,159 | $191.3M |
| Jackson Thornton Wealth Management, LLC | 19.06% | Reduce -2.2% | 4,835,558 | $187.9M |
| GeoWealth Management, LLC | 6.65% | Reduce -1.8% | 4,728,254 | $182.4M |
| Awm Capital, LLC | 16.50% | Add +15.3% | 4,704,681 | $181.5M |
| Heritage Financial Services, LLC | 16.02% | Reduce -1.1% | 4,621,024 | $178.2M |
| Vestmark Advisory Solutions, Inc. | 3.40% | Reduce -47.5% | 4,620,631 | $178.2M |
| Baird Financial Group, Inc. | 0.28% | Reduce -0.3% | 4,569,734 | $176.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -2.3% | 4,408,392 | $170.4M |
| Pure Financial Advisors, LLC | 2.64% | Reduce -0.9% | 4,304,087 | $166.0M |
| Asset Dedication, LLC | 11.05% | Add +1.8% | 4,262,487 | $164.4M |
| Cardiff Park Advisors, LLC | 12.17% | Reduce -3.4% | 4,107,715 | $158.4M |
| TFO Wealth Partners, LLC | 25.81% | Add +1.5% | 4,104,437 | $158.3M |
| Austin Asset Management Co Inc | 29.98% | Reduce -2.6% | 4,082,692 | $157.5M |
| Cerity Partners LLC | 0.25% | Reduce -1.4% | 4,038,467 | $155.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.00% | Add +2.2% | 4,025,732 | $155.3M |
| Symmetry Partners, LLC | 16.79% | Add +2.5% | 3,998,621 | $154.2M |
| Evanson Asset Management, LLC | 8.68% | Reduce -0.1% | 3,991,274 | $153.9M |
| Stratos Investment Management, LLC | 6.30% | Add +11.9% | 3,960,421 | $152.8M |
| McGlone Suttner Wealth Management, Inc. | 20.02% | Add +1.2% | 3,709,551 | $143.1M |
| Mariner, LLC | 0.18% | Reduce -1.2% | 3,701,458 | $142.8M |
| Triune Financial Partners, LLC | 35.53% | Add +1.9% | 3,656,877 | $141.0M |
| OneDigital Investment Advisors LLC | 1.43% | Add +2.3% | 3,604,495 | $139.0M |
| Onyx Financial Advisors, LLC | 61.25% | Reduce -0.1% | 3,589,292 | $138.4M |
| DecisionPoint Financial, LLC | 31.92% | Add +5.3% | 3,541,038 | $136.9M |
| United Wealth Management, LLC | 37.16% | Add +0.9% | 3,540,759 | $136.6M |
| Burton Enright Welch | 20.55% | Add +5.1% | 3,529,478 | $136.1M |
| Raymond James Financial Inc. | 0.04% | Add +3.6% | 3,497,417 | $134.9M |
| Osaic Holdings, Inc. | 0.19% | Add +7.4% | 3,506,298 | $134.5M |
| von Borstel & Associates, Inc. | 20.48% | Add +1.8% | 3,411,659 | $133.5M |
| JFS Wealth Advisors, LLC | 7.79% | Add +1.8% | 3,451,406 | $133.1M |
| Rockbridge Investment Management, LCC | 12.89% | Add +2.9% | 3,384,879 | $130.6M |
| Park Avenue Securities LLC | 1.01% | Add +8.4% | 3,354,038 | $129.4M |
| Zhang Financial LLC | 5.16% | Add +2.5% | 3,290,591 | $126.9M |
| Syverson Strege & Co | 30.09% | Reduce -6.8% | 3,255,533 | $125.6M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +0.8% | 3,173,224 | $122.4M |
| Betterment LLC | 0.24% | Add +6.9% | 3,166,372 | $122.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.2% | 3,146,024 | $121.3M |
| NewEdge Advisors, LLC | 0.55% | Reduce -8.4% | 3,114,637 | $120.1M |
| Conrad Siegel Investment Advisors, Inc. | 24.81% | Add +0.3% | 3,063,588 | $118.2M |
| Integrated Wealth Concepts LLC | 1.06% | Reduce -0.3% | 3,062,464 | $118.1M |
| Core Wealth Management, Inc. | 37.77% | Add +1.6% | 3,040,835 | $117.3M |
| Altiora Financial Group, LLC | 20.92% | Reduce -1.6% | 2,964,605 | $114.3M |
| Millburn Ridgefield LLC | 2.71% | Reduce -6.9% | 2,939,529 | $113.4M |
| Catalyst Capital Advisors LLC | 2.29% | Reduce -6.9% | 2,939,529 | $113.4M |
| BCU Wealth Advisors, LLC | 43.99% | Add +4.3% | 2,819,398 | $108.7M |
| BetterWealth, LLC | 25.50% | Reduce -1.4% | 2,777,126 | $107.1M |
| RAM Investment Partners, LLC | 19.71% | Add +0.9% | 2,723,687 | $105.1M |
| New Capital Management LP | 26.79% | Add +0.3% | 2,651,875 | $102.3M |
| Meridian Wealth Partners, LLC | 14.07% | Reduce -1.9% | 2,650,924 | $102.2M |
| Private Advisor Group, LLC | 0.49% | Reduce -2.4% | 2,558,774 | $98.7M |
| HFM Investment Advisors, LLC | 39.93% | Reduce -0.3% | 2,552,121 | $98.4M |
| Eaton-Cambridge Inc. | 33.76% | Reduce -0.0% | 2,515,877 | $97.0M |
| Mach-1 Financial Group, LLC | 15.26% | New | 2,478,924 | $95.6M |
| Integrity Advisory Solutions, LLC | 15.26% | — | 2,478,924 | $95.6M |
| Warwick Investment Management, Inc. | 16.36% | Reduce -2.1% | 2,444,177 | $94.3M |
| Porter White Investment Advisors, Inc. | 40.36% | Reduce -0.3% | 2,437,171 | $94.0M |
| LRI Investments, LLC | 7.52% | Reduce -0.7% | 2,381,322 | $91.8M |
| Creative Planning | 0.07% | Add +0.3% | 2,342,944 | $90.4M |
| Assetmark, Inc. | 0.19% | Reduce -1.8% | 2,312,986 | $89.2M |
| Safeguard Investment Advisory Group, LLC | 21.95% | Reduce -7.7% | 2,294,491 | $88.5M |
| ShankerValleau Wealth Advisors, Inc. | 22.39% | Reduce -1.7% | 2,261,087 | $87.2M |
| Integrity Alliance, Llc. | 4.08% | Add +1.6% | 2,242,315 | $86.5M |
| Heritage Investment Group, Inc. | 13.72% | Add +0.5% | 2,222,192 | $85.7M |
| Kestra Advisory Services, LLC | 0.39% | Add +9.9% | 2,180,073 | $84.1M |
| Verisail Partners, LLC | 35.62% | Reduce -0.6% | 2,177,036 | $84.0M |
| Ruedi Wealth Management, Inc. | 23.34% | Add +0.5% | 2,161,868 | $83.4M |
| SC&H Financial Advisors, Inc. | 13.37% | Reduce -0.0% | 2,125,703 | $82.0M |
| TCI Wealth Advisors, Inc. | 4.81% | Add +4.4% | 2,092,128 | $80.7M |
| Sax Wealth Advisors, LLC | 4.30% | Reduce -2.3% | 2,074,151 | $80.0M |
| Planning Center, Inc. | 8.38% | Reduce -1.2% | 2,070,106 | $79.8M |
| ARK & TLK Investments, LLC | 25.25% | Add +1.5% | 2,062,909 | $79.6M |
| Keb Asset Management, LLC | 17.73% | Add +2.1% | 2,049,488 | $79.0M |
| Warburton Capital Management, LLC | 47.36% | Reduce -11.9% | 2,035,282 | $78.7M |
| Grand Wealth Management, LLC | 37.74% | Reduce -0.8% | 2,027,760 | $78.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 24.74% | Add +2.3% | 2,027,258 | $78.2M |
| WNY Asset Management, LLC | 7.45% | Add +8.5% | 2,006,133 | $77.4M |
| Sensible Money, LLC | 25.89% | Add +4.6% | 1,974,877 | $76.2M |
| Corient Private Wealth LP | 0.12% | Reduce -59.4% | 1,946,012 | $75.1M |
| Monument Group Wealth Advisors, LLC | 44.11% | Reduce -1.7% | 1,942,510 | $74.9M |
| Brighton Jones LLC | 1.78% | Add +1.4% | 1,928,340 | $74.4M |
| Andrews, Lucia Wealth Management LLC | 43.11% | Reduce -0.3% | 1,855,317 | $71.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.12% | Reduce -4.0% | 1,843,913 | $71.1M |
| HB Wealth Management, LLC | 0.48% | Reduce -0.7% | 1,836,971 | $70.9M |
| Parkshore Wealth Management, Inc. | 28.80% | Add +5.8% | 1,832,199 | $70.7M |
| Vance Wealth, LLC | 21.59% | Add +4.2% | 1,820,822 | $70.2M |
| Baker Boyer National Bank | 23.19% | Reduce -0.1% | 1,809,457 | $69.8M |
| Mattern Wealth Management LLC | 13.88% | Reduce -0.6% | 1,802,629 | $69.5M |
| One Degree Advisors Inc | 21.16% | Add +27.3% | 1,788,499 | $69.0M |
| Master's Wealth Management Inc. | 29.56% | Add +0.3% | 1,765,959 | $68.1M |
| WorthPointe, LLC | 25.22% | Reduce -1.2% | 1,744,096 | $67.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 1,735,461 | $66.9M |
| Capstone Capital LLC | 44.40% | Reduce -0.8% | 1,722,332 | $66.4M |
| Forvis Mazars Wealth Advisors, LLC | 1.31% | Reduce -7.8% | 1,705,395 | $65.8M |
| Tillman Hartley LLC | 16.97% | Reduce -3.9% | 1,700,087 | $65.6M |
| Shearwater Capital LLC | 38.78% | Reduce -0.6% | 1,694,279 | $65.3M |
| Chico Wealth RIA | 43.35% | Add +0.9% | 1,653,832 | $63.8M |
| Comerica Bank | 0.24% | Reduce -3.6% | 1,634,047 | $63.0M |
| Straight Path Wealth Management | 17.36% | Add +10.2% | 1,612,930 | $62.2M |
| Efficient Advisors, LLC | 3.48% | Add +2.3% | 1,601,452 | $61.8M |
| Creative Capital Management Investments LLC | 19.29% | Add +6.0% | 1,565,240 | $60.4M |
| Perigon Wealth Management, LLC | 1.23% | Reduce -1.1% | 1,563,677 | $60.3M |
| Orion Porfolio Solutions, LLC | 0.47% | Add +3.9% | 1,561,351 | $60.2M |
| Claris Advisors, LLC / Mo / | 20.82% | No change | 1,671,031 | $59.9M |
| Financial Symmetry Inc | 26.32% | Add +7.2% | 1,521,812 | $58.7M |
| Ballentine Capital Advisors, Inc | 25.95% | Add +1.0% | 1,521,781 | $58.7M |
| Wealthcare Advisory Partners LLC | 1.22% | Add +6.3% | 1,519,111 | $58.6M |
| Glassman Wealth Services | 8.16% | Add +2.8% | 1,506,028 | $58.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +0.7% | 1,503,256 | $58.0M |
| Earned Wealth Advisors, LLC | 9.53% | Reduce -4.4% | 1,499,464 | $57.8M |
| Maseco LLP | 2.77% | Add +24.9% | 1,483,117 | $57.2M |
| Two Sigma Investments, LP | 0.09% | Add +4219.8% | 1,464,400 | $56.5M |
| Grunden Financial Advisory, Inc. | 22.19% | Add +3.3% | 1,415,438 | $54.6M |
| Cetera Investment Advisers | 0.06% | Add +25.4% | 1,398,685 | $53.9M |
| True Wealth Design, LLC | 16.31% | Reduce -0.2% | 1,383,479 | $53.4M |
| UBS Group AG | 0.01% | Reduce -0.4% | 1,383,426 | $53.4M |
| Morton Capital Management LLC | 8.60% | Add +0.6% | 1,359,617 | $52.4M |
| Prudent Man Investment Management, Inc. | 28.79% | Reduce -0.0% | 1,498,636 | $51.8M |
| Applied Capital LLC | 20.61% | Add +0.7% | 1,326,442 | $51.2M |
| Trust Co of the South | 8.39% | Add +0.1% | 1,311,123 | $50.6M |
| Passive Capital Management, LLC. | 16.38% | Add +5.2% | 1,302,374 | $50.2M |
| Aspen Capital Management, LLC | 12.76% | Add +6.2% | 1,298,040 | $50.1M |
| Wealth Advisors Northwest LLC | 23.78% | Reduce -2.5% | 1,274,907 | $49.2M |
| Northwest Wealth Management, LLC | 8.09% | Reduce -0.9% | 1,271,967 | $49.1M |
| Lauterbach Financial Advisors, LLC | 24.51% | Reduce -0.3% | 1,263,621 | $48.7M |
| Cypress Point Wealth Management, LLC | 9.86% | Add +7.4% | 1,263,305 | $48.7M |
| RS Crum Inc. | 10.77% | Add +0.5% | 1,255,657 | $48.4M |
| Midwest Heritage Bank, FSB | 16.91% | Reduce -0.3% | 1,238,489 | $47.8M |
| Client 1ST Advisory Group, LLC | 15.24% | Reduce -1.9% | 1,191,023 | $45.9M |
| PBMares Wealth Management LLC | 7.35% | Add +6.4% | 1,175,254 | $45.3M |
| Vannoy Advisory Group, Inc. | 29.57% | Reduce -1.5% | 1,173,167 | $45.2M |
| Rather & Kittrell, Inc. | 7.92% | Add +1.5% | 1,173,013 | $45.2M |
| Dynamic Advisor Solutions LLC | 1.31% | Add +4.0% | 1,169,004 | $45.1M |
| Bayshore Asset Management, LLC | 19.22% | Reduce -1.3% | 1,162,325 | $44.8M |
| Cherrydale Wealth Management, LLC | 14.08% | Reduce -0.7% | 1,161,816 | $44.8M |
| Strathmore Capital Advisors, Inc. | 18.33% | Add +2.1% | 1,159,348 | $44.7M |
| AQR Capital Management | 0.03% | Add +49.0% | 1,129,612 | $43.6M |
| Discipline Wealth Solutions, LLC | 11.42% | Add +17.1% | 1,122,928 | $43.3M |
| Bannerman Wealth Management Group, LLC | 31.80% | Reduce -3.6% | 1,118,940 | $43.2M |
| North Ridge Wealth Advisors, Inc. | 23.98% | Reduce -1.7% | 1,087,082 | $41.9M |
| Equitable Holdings, Inc. | 0.31% | Reduce -0.5% | 1,087,020 | $41.9M |
| FMB Wealth Management | 17.67% | Add +11.3% | 1,081,919 | $41.7M |
| Red Lighthouse Investment Management, LLC | 14.57% | Add +0.6% | 1,080,873 | $41.7M |
| Abel Hall, LLC | 16.11% | Add +6.2% | 1,034,273 | $39.9M |
| Squire Investment Management Company, LLC | 12.94% | Add +3.7% | 1,029,584 | $39.7M |
| Trellis Wealth Advisors LLC | 15.97% | Reduce -0.4% | 1,017,104 | $39.2M |
| Vestment Financial LLC | 22.30% | Add +0.4% | 1,008,702 | $39.1M |
| Vested Financial Planning, LLC | 30.53% | Add +1.9% | 975,948 | $37.6M |
| IFG Advisory, LLC | 1.71% | Add +0.8% | 972,771 | $37.5M |
| MML Investors Services, LLC | 0.10% | Reduce -33.3% | 956,811 | $36.9M |
| Parker Financial LLC | 15.12% | Add +1.6% | 955,840 | $36.9M |
| Dopkins Wealth Management, LLC | 15.40% | Reduce -0.1% | 946,478 | $36.5M |
| Arcadia Wealth Management, Inc. | 21.99% | Add +0.0% | 938,769 | $36.2M |
| Mills Wealth Advisors LLC | 14.65% | Add +2.0% | 933,719 | $36.0M |
| Watchman Group, Inc. | 8.70% | Add +0.9% | 931,770 | $35.9M |
| Private Wealth Management Group, LLC | 9.86% | Add +0.4% | 928,761 | $35.8M |
| Cardinal Point Capital Management ULC | 2.50% | Add +6.1% | 934,099 | $35.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.67% | Reduce -2.3% | 918,611 | $35.4M |
| Vantage Point Financial LLC | 13.67% | Add +5.6% | 914,418 | $35.3M |
| DiNuzzo Private Wealth, Inc. | 3.96% | Add +0.3% | 924,122 | $34.9M |
| Chicago Partners Investment Group LLC | 0.91% | Reduce -4.6% | 881,293 | $34.7M |
| Great Valley Advisor Group, Inc. | 0.69% | Reduce -0.3% | 896,174 | $34.6M |
| Johnson Wealth Management, LLC | 18.86% | — | 887,354 | $34.2M |
| Schulz Wealth, LTD. | 22.31% | Add +9.9% | 874,911 | $33.7M |
| B&D White Capital Company, LLC | 4.30% | Add +17.6% | 869,540 | $33.5M |
| Liberty Wealth Management LLC | 4.59% | Reduce -0.4% | 844,627 | $32.6M |
| Captrust Financial Advisors | 0.07% | Reduce -0.4% | 841,977 | $32.5M |
| Momentous Wealth Management, Inc. | 20.57% | Add +0.1% | 840,885 | $32.4M |
| Lutz Financial Services LLC | 2.34% | Add +1.9% | 836,465 | $32.3M |
| Truist Financial Corp. | 0.04% | Reduce -2.6% | 836,345 | $32.3M |
| JP Wealth Management, Inc. | 21.50% | Reduce -1.7% | 828,444 | $32.0M |
| BCO Wealth Management LLC | 20.87% | Add +3.2% | 819,982 | $31.6M |
| Peirce Capital Management, LLC | 13.08% | Reduce -1.4% | 816,072 | $31.5M |
| Cahill Financial Advisors Inc. | 3.56% | Add +11.8% | 811,232 | $31.3M |
| HTG Investment Advisors, Inc. | 10.51% | Add +6.4% | 810,180 | $31.2M |
| UMB Bank, n.a. | 0.46% | Reduce -0.1% | 809,165 | $31.2M |
| MilWealth Group LLC | 7.53% | Reduce -0.8% | 800,764 | $30.9M |
| Raffa Wealth Management, LLC | 5.49% | Reduce -3.3% | 791,867 | $30.5M |
| Beacon Financial Strategies CORP | 17.98% | Reduce -3.2% | 790,195 | $30.5M |
| SageOak Financial, LLC | 21.82% | Add +0.9% | 769,280 | $29.7M |
| Bridge Generations Wealth Management LLC | 19.56% | Reduce -21.3% | 763,696 | $29.5M |
| Phillips Financial Management, LLC | 1.93% | Reduce -0.4% | 758,644 | $29.3M |
| Quarry Hill Advisors, LLC | 15.00% | Add +6.8% | 758,138 | $29.2M |
| Pacific Asset Management, LLC | 19.72% | Add +2.6% | 752,894 | $29.0M |
| Versant Capital Management, Inc | 3.92% | Add +4.7% | 746,636 | $28.8M |
| Aspen Wealth Management LLC | 6.38% | Reduce -1.1% | 744,508 | $28.7M |
| RCS Financial Planning, LLC | 12.70% | Reduce -3.7% | 743,613 | $28.7M |
| New Dimensions Wealth Management, LLC | 24.92% | Reduce -0.9% | 737,493 | $28.4M |
| Babb Wealth Advisors LLC | 18.46% | Add +5.2% | 736,271 | $28.4M |
| Mather Group, Llc. | 0.29% | Reduce -7.4% | 734,033 | $28.3M |
| EverSource Wealth Advisors, LLC | 1.12% | Add +5.4% | 733,602 | $28.3M |
| Robertson Stephens Wealth Management, LLC | 0.85% | Reduce -4.2% | 730,083 | $28.2M |
| American Capital Advisory, LLC | 12.86% | Add +2.7% | 718,911 | $27.7M |
| Aurelius Family Office LLC | 12.31% | Reduce -0.3% | 717,161 | $27.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Reduce -1.2% | 716,143 | $27.6M |
| Fiduciary Financial Group, LLC | 4.35% | Add +5.4% | 713,164 | $27.5M |
| SwitchPoint Financial Planning, LLC | 19.64% | Add +6.5% | 703,019 | $27.1M |
| AdvisorNet Financial, Inc | 1.53% | Add +6.1% | 701,195 | $27.0M |
| Foundations Investment Advisors, LLC | 0.39% | Add +218.3% | 699,126 | $27.0M |
| Longview Financial Advisors LLC | 15.35% | Reduce -1.5% | 690,303 | $26.6M |
| Cambridge Financial Group, LLC | 8.54% | Reduce -4.8% | 687,746 | $26.5M |
| ABLE Financial Group, LLC | 5.67% | Reduce -3.6% | 677,878 | $26.1M |
| Cloud Capital Management, LLC | 13.67% | Add +4.7% | 672,556 | $25.9M |
| Outbound Financial Inc | 20.96% | Add +3.9% | 666,431 | $25.7M |
| Rehmann Capital Advisory Group | 1.37% | Add +10.1% | 649,946 | $25.1M |
| Financial Alternatives, Inc | 14.64% | Add +1.1% | 626,927 | $24.2M |
| Savvy Advisors, Inc. | 1.09% | Add +963.6% | 615,158 | $23.7M |
| Financial Harvest, LLC | 15.93% | Add +3.4% | 612,878 | $23.6M |
| Hill Investment Group Partners, LLC | 2.86% | Reduce -10.4% | 608,414 | $23.5M |
| Farther Finance Advisors, LLC | 0.35% | Add +39.0% | 606,443 | $23.4M |
| Scratch Capital LLC | 15.40% | Add +9.9% | 605,383 | $23.3M |
| N.E.W. Advisory Services LLC | 2.05% | Add +0.5% | 595,041 | $23.0M |
| Geneos Wealth Management Inc. | 0.58% | Add +0.8% | 594,422 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.2% | 590,731 | $22.8M |
| Wealth Management Strategies, Inc. | 11.23% | Add +0.9% | 587,745 | $22.7M |
| Investment Advisory Group, LLC | 6.13% | Add +0.7% | 583,935 | $22.5M |
| Cwm, LLC | 0.07% | Add +0.5% | 582,555 | $22.5M |
| LifeGuide Financial Advisors, LLC | 8.23% | Add +0.5% | 620,084 | $22.3M |
| Retirement Solution LLC | 5.30% | Add +2.2% | 575,923 | $22.2M |
| Merit Financial Group, LLC | 0.20% | Add +9.1% | 569,250 | $22.0M |
| Legacy Financial Group, Inc. | 5.91% | Reduce -2.5% | 559,201 | $21.6M |
| CFS Investment Advisory Services, LLC | 1.60% | Add +1.3% | 551,549 | $21.5M |
| Hutchens & Kramer Investment Management Group, LLC | 8.45% | Reduce -1.2% | 556,136 | $21.5M |
| Mission Wealth Management, LP | 0.43% | Add +7.0% | 540,067 | $20.8M |
| Pinnacle Financial Group, LLC / IL | 6.25% | Add +3.1% | 536,053 | $20.7M |
| Morgan Stanley | 0.00% | Add +17.7% | 533,903 | $20.6M |
| Parkwoods Wealth Partners, LLC | 6.91% | Add +147.0% | 525,419 | $20.3M |
| Signature Resources Capital Management, LLC | 10.99% | Add +0.7% | 520,957 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +6.8% | 518,191 | $20.0M |
| Trajan Wealth LLC | 0.86% | Reduce -3.2% | 515,551 | $19.9M |
| Root Financial Partners, LLC | 1.21% | Add +65.8% | 511,049 | $19.7M |
| Binnacle Investments Inc | 11.46% | Add +3.0% | 505,019 | $19.5M |
| Corus Family Wealth Advisors | 14.10% | Add +6.0% | 497,143 | $19.2M |
| JDH Wealth Management, LLC | 13.60% | Add +0.1% | 496,598 | $19.2M |
| tru Independence LLC | 4.81% | Add +4.2% | 480,264 | $18.5M |
| Simplicity Wealth,LLC | 1.07% | Reduce -44.0% | 476,826 | $18.4M |
| Visionary Wealth Advisors | 0.85% | Add +21.9% | 474,336 | $18.3M |
| CVA Family Office, LLC | 2.31% | Add +0.2% | 466,259 | $18.0M |
| Daner Wealth Management, LLC | 11.64% | Reduce -0.9% | 463,379 | $17.9M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +4.0% | 455,828 | $17.6M |
| Stifel Financial Corp. | 0.02% | Reduce -0.2% | 450,440 | $17.4M |
| Quantinno Capital Management LP | 0.05% | Add +233.5% | 444,283 | $17.1M |
| Tru Independence Asset Management 2, LLC | 10.89% | Reduce -1.3% | 429,390 | $16.6M |
| XY Planning Network, Inc. | 5.57% | No change | 456,678 | $16.4M |
| Riverchase Wealth Management, LLC | 9.24% | Reduce -12.3% | 422,941 | $16.3M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -24.4% | 415,590 | $16.0M |
| Vestia Personal Wealth Advisors | 8.51% | Add +18.6% | 422,740 | $16.0M |
| Hemington Wealth Management | 2.06% | Reduce -2.1% | 410,039 | $15.8M |
| Aerodigm Wealth, LLC | 6.64% | Add +2.6% | 408,142 | $15.8M |
| Firethorn Wealth Partners, LLC | 6.16% | Reduce -0.8% | 405,307 | $15.6M |
| Cravens & Co Advisors, LLC | 10.62% | Add +0.6% | 403,234 | $15.6M |
| Wolfstich Capital, LLC | 31.60% | No change | 401,502 | $15.5M |
| Summit Wealth Group, LLC | 3.74% | Reduce -8.8% | 400,473 | $15.4M |
| Silver Oak Advisory Group, Inc. | 6.94% | Add +11.2% | 397,898 | $15.3M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +12.2% | 396,937 | $15.3M |
| Diversify Wealth Management, LLC | 0.87% | Reduce -2.7% | 388,114 | $15.1M |
| Capstone Wealth Management, LLC | 11.64% | Reduce -0.1% | 392,156 | $15.1M |
| Baker Tilly Wealth Management, LLC | 3.39% | Add +1458.2% | 361,319 | $15.0M |
| Regions Financial Corp. | 0.10% | Add +7.0% | 388,986 | $15.0M |
| Five Oceans Advisors | 5.30% | Add +2.8% | 373,524 | $14.4M |
| Austin Wealth Management, LLC | 2.26% | Reduce -2.0% | 374,059 | $14.4M |
| Integrated Advisors Network LLC | 0.60% | Reduce -1.4% | 369,579 | $14.3M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +176.8% | 359,396 | $13.9M |
| Nwam LLC | 0.74% | Add +3.9% | 353,624 | $13.7M |
| Hassell Wealth Management, LLC | 4.69% | Reduce -1.5% | 350,793 | $13.5M |
| Capital Group Private Client Services, Inc. | 0.22% | Reduce -0.7% | 345,288 | $13.3M |
| CreativeOne Wealth, LLC | 0.32% | Add +45.2% | 342,125 | $13.2M |
| Oceanside Advisors LLC | 7.97% | Add +0.9% | 330,561 | $12.7M |
| Two West Capital Advisors LLC | 7.70% | Add +2.1% | 326,300 | $12.7M |
| Family Office Research LLC | 5.57% | Add +0.7% | 330,223 | $12.7M |
| Winthrop Advisory Group LLC | 1.11% | Reduce -0.6% | 329,852 | $12.7M |
| FMR LLC | 0.00% | Add +6.1% | 329,005 | $12.7M |
| My Personal CFO, LLC | 4.87% | New | 325,976 | $12.6M |
| Foundation Wealth Management, LLC\PA | 4.87% | Reduce -6.3% | 325,976 | $12.6M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +3.4% | 325,147 | $12.5M |
| McLean Asset Management Corp | 2.55% | Reduce -12.8% | 318,259 | $12.4M |
| Aspiriant, LLC | 0.38% | Reduce -1.3% | 320,167 | $12.3M |
| Austin Private Wealth, LLC | 0.95% | Add +5.2% | 319,479 | $12.3M |
| Cherry Tree Wealth Management, LLC | 2.68% | Reduce -5.7% | 316,980 | $12.2M |
| Melfa Wealth Management, Inc. | 7.11% | Reduce -0.3% | 314,426 | $12.1M |
| Strategic Investment Solutions, Inc. | 3.16% | Reduce -15.1% | 309,936 | $12.0M |
| Great Lakes Retirement, Inc. | 1.30% | Add +3.0% | 309,118 | $11.9M |
| Cedar Wealth Management, LLC | 3.57% | No change | 302,298 | $11.7M |
| SageView Advisory Group, LLC | 0.40% | Reduce -0.4% | 300,785 | $11.6M |
| Great Waters Wealth Management | 1.36% | Reduce -2.7% | 299,232 | $11.5M |
| M Holdings Securities, Inc. | 2.41% | Add +0.3% | 296,170 | $11.4M |
| Cresset Asset Management, LLC | 0.05% | Add +264.4% | 296,125 | $11.4M |
| Waterfront Wealth Inc. | 2.34% | Add +1.6% | 296,568 | $11.4M |
| Tortoise Investment Management, LLC | 1.00% | Reduce -2.1% | 292,070 | $11.3M |
| Avion Wealth | 2.41% | Reduce -2.9% | 291,394 | $11.2M |
| Forthright Family Wealth Advisory LLC | 6.82% | Reduce -1.6% | 287,754 | $11.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -5.3% | 287,155 | $11.1M |
| Rf&l Wealth Management, LLC | 6.48% | Reduce -0.5% | 286,245 | $11.0M |
| Apollon Financial, LLC | 1.78% | Add +3.9% | 276,722 | $10.7M |
| Hippocratic Financial Advisors, LLC | 5.13% | Reduce -1.8% | 276,252 | $10.7M |
| Gemmer Asset Management LLC | 0.84% | Add +2.3% | 270,541 | $10.4M |
| Sterling Wealth Management, Inc. | 3.11% | Reduce -4.3% | 265,944 | $10.3M |
| Red Wave Investments LLC | 3.13% | Reduce -0.7% | 264,468 | $10.2M |
| Fort Point Capital Partners LLC | 1.26% | Reduce -0.5% | 256,986 | $9.9M |
| AssuredPartners Investment Advisors, LLC | 2.19% | Add +4.0% | 255,182 | $9.8M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +6.6% | 252,601 | $9.7M |
| Acorn Wealth Advisors, LLC | 3.03% | Add +45.7% | 250,185 | $9.6M |
| PFG Advisors | 0.39% | Add +12.3% | 249,728 | $9.6M |
| Websterrogers Financial Advisors, LLC | 2.81% | Reduce -1.5% | 243,066 | $9.4M |
| Legacy Advisors, LLC | 1.14% | — | 238,363 | $9.2M |
| Sutton Place Investors LLC | 5.14% | Reduce -0.1% | 233,957 | $9.0M |
| Arista Wealth Management, LLC | 1.12% | Reduce -0.3% | 233,835 | $9.0M |
| Citizens & Northern Corp. | 2.22% | Add +44.2% | 232,401 | $9.0M |
| Smartleaf Asset Management LLC | 0.54% | Add +0.1% | 227,421 | $8.8M |
| Factor Wealth Management LTD | 2.18% | Reduce -1.5% | 226,556 | $8.7M |
| Poinciana Advisors Group, LLC | 7.34% | Reduce -5.6% | 225,323 | $8.7M |
| CGN Advisors LLC | 0.71% | Reduce -0.8% | 224,706 | $8.7M |
| Investmark Advisory Group LLC | 3.70% | Reduce -0.3% | 221,385 | $8.5M |
| Freedom Financial Partners LLC | 3.24% | Reduce -0.7% | 220,579 | $8.5M |
| Woodside Wealth Management LLC | 6.69% | Add +1.4% | 219,896 | $8.5M |
| Triad Wealth Partners, LLC | 1.07% | Add +27.6% | 215,443 | $8.3M |
| Bridgewater Advisors Inc. | 0.56% | Add +4.8% | 211,730 | $8.1M |
| VSM Wealth Advisory, LLC | 2.51% | Add +7.2% | 208,907 | $8.1M |
| Physician Wealth Solutions Inc. | 3.48% | Add +0.6% | 206,759 | $8.0M |
| Optima Capital LLC | 3.86% | Add +0.2% | 206,550 | $8.0M |
| Morris Financial Concepts, Inc. | 2.84% | Reduce -0.1% | 204,035 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 202,819 | $7.8M |
| Conquis Financial LLC | 7.41% | Reduce -3.0% | 202,814 | $7.8M |
| Archford Capital Strategies, LLC | 0.88% | Add +1.3% | 192,493 | $7.4M |
| Berger Financial Group, Inc | 0.43% | Reduce -0.9% | 186,447 | $7.2M |
| IFG Advisors, LLC | 1.16% | Add +1.2% | 184,976 | $7.1M |
| Nicholas Hoffman & Company, LLC. | 0.17% | Reduce -0.9% | 181,462 | $7.0M |
| HMV Wealth Advisors, LLC | 3.82% | Reduce -0.2% | 180,242 | $7.0M |
| Willow Creek Wealth Management Inc. | 0.57% | Reduce -0.2% | 179,208 | $6.9M |
| Global Retirement Partners, LLC | 0.15% | Reduce -1.9% | 176,686 | $6.8M |
| Montis Financial, LLC | 1.55% | Reduce -5.7% | 173,851 | $6.7M |
| Transcend Capital Advisors, LLC | 0.47% | Add +9.9% | 172,015 | $6.6M |
| Kaufman Rossin Wealth, LLC | 3.60% | Reduce -5.8% | 170,721 | $6.6M |
| BlueSky Wealth Advisors, LLC | 0.85% | No change | 163,179 | $6.3M |
| First Financial Group Corp | 5.41% | Add +2.0% | 161,889 | $6.2M |
| Pollock Investment Advisors, LLC | 4.86% | Add +29.4% | 160,968 | $6.2M |
| Venture Visionary Partners LLC | 0.21% | No change | 160,265 | $6.2M |
| Midwest Trust Co | 0.08% | Add +1.4% | 160,130 | $6.2M |
| Copperleaf Capital, LLC | 2.95% | Reduce -2.6% | 159,338 | $6.1M |
| Sowell Financial Services LLC | 0.24% | No change | 159,276 | $6.1M |
| McCarthy Asset Management, Inc. | 3.94% | Reduce -0.4% | 159,061 | $6.1M |
| Brookstone Capital Management | 0.07% | Add +61.1% | 156,018 | $6.0M |
| Valued Wealth Advisors LLC | 2.78% | Reduce -1.0% | 155,401 | $6.0M |
| Essential Planning, LLC. | 2.05% | Add +38.5% | 154,359 | $6.0M |
| Financial Council, LLC | 2.61% | Reduce -6.6% | 152,722 | $5.9M |
| Baring Financial LLC | 4.00% | Add +3.7% | 152,276 | $5.9M |
| Abacus Wealth Partners, LLC | 0.84% | Reduce -0.9% | 151,516 | $5.8M |
| PFG Private Wealth Management, LLC | 2.59% | New | 150,851 | $5.8M |
| Integrity Wealth Solutions LLC | 2.59% | Add +0.3% | 150,851 | $5.8M |
| Wealth Architects, LLC | 0.55% | Add +6.7% | 150,273 | $5.8M |
| Axxcess Wealth Management, LLC | 0.12% | Add +6.4% | 149,838 | $5.8M |
| Prospect Financial Group LLC | 5.61% | Reduce -1.8% | 149,006 | $5.7M |
| Sei Investments Co. | 0.01% | Add +12.9% | 148,278 | $5.7M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -1.7% | 147,744 | $5.7M |
| Running Point Capital Advisors, LLC | 1.52% | Reduce -0.4% | 146,871 | $5.7M |
| GEM Asset Management, LLC | 2.66% | Add +1.1% | 145,043 | $5.6M |
| Physician Wealth Advisors, Inc. | 0.80% | Reduce -4.9% | 144,825 | $5.6M |
| MAI Capital Management | 0.03% | Add +2.5% | 144,063 | $5.6M |
| Citigroup Inc. | 0.00% | Add +4.4% | 143,685 | $5.5M |
| RVW Wealth, LLC | 0.43% | Reduce -0.9% | 142,899 | $5.5M |
| Aprio Wealth Management, LLC | 0.54% | Add +0.1% | 141,510 | $5.5M |
| GC Wealth Management RIA, LLC | 0.18% | New | 140,451 | $5.4M |
| Entrewealth, LLC | 2.79% | Add +4.8% | 140,311 | $5.4M |
| WPWealth LLP | 0.88% | Reduce -0.1% | 139,865 | $5.4M |
| Western Wealth Management, LLC | 0.28% | Add +15.8% | 138,815 | $5.4M |
| Ariadne Wealth Management, LP | 2.40% | Reduce -7.5% | 138,472 | $5.4M |
| Note Advisors, LLC | 3.16% | Add +32.3% | 137,843 | $5.3M |
| Hutchinson Capital Management | 0.91% | Reduce -2.6% | 136,467 | $5.3M |
| RFG Advisory, LLC | 0.11% | Reduce -8.5% | 134,424 | $5.2M |
| Krilogy Financial LLC | 0.19% | Add +6.5% | 132,542 | $5.1M |
| Heritage Wealth Management, Inc. | 3.49% | Reduce -1.4% | 132,404 | $5.1M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -2.6% | 129,998 | $5.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.06% | Reduce -2.1% | 129,804 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 129,722 | $5.0M |
| Knightsbridge Asset Management, LLC | 0.85% | Reduce -60.7% | 129,530 | $5.0M |
| Werba Rubin Papier Wealth Management | 0.80% | Add +0.4% | 128,851 | $5.0M |
| M Wealth Management, LLC | 4.28% | Reduce -5.5% | 126,329 | $4.9M |
| Caerus Investment Advisors, LLC | 1.99% | No change | 126,041 | $4.9M |
| Ieq Capital, LLC | 0.01% | Add +9.5% | 125,865 | $4.9M |
| Cary Street Partners Financial LLC | 0.12% | Reduce -6.3% | 124,812 | $4.8M |
| Beckerman Institutional, LLC | 2.82% | Add +4.2% | 123,996 | $4.8M |
| Wesbanco Bank Inc. | 0.13% | Reduce -3.1% | 123,912 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +12.9% | 123,123 | $4.7M |
| Alpha Financial Advisors, LLC | 1.67% | Reduce -0.3% | 122,856 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +1.1% | 121,642 | $4.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.7% | 121,281 | $4.7M |
| AE Wealth Management LLC | 0.03% | Add +29.2% | 118,914 | $4.6M |
| Tranquilli Financial Advisor LLC | 2.69% | Add +8.2% | 118,167 | $4.6M |
| Keystone Financial Group, Inc. | 2.54% | Reduce -2.5% | 117,009 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -7.6% | 116,428 | $4.5M |
| Arbor Wealth Advisors LLC | 3.33% | No change | 115,776 | $4.5M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.0% | 115,621 | $4.5M |
| KOM Wealth Management Group, LLC | 3.36% | Add +2.0% | 115,102 | $4.4M |
| Everest Private Wealth | 2.80% | No change | 114,049 | $4.4M |
| AlphaCore Capital LLC | 0.15% | Reduce -1.6% | 113,566 | $4.4M |
| Balance Wealth Partners LLC | 1.06% | Reduce -5.1% | 111,774 | $4.3M |
| Vanguard Group Inc. | 0.00% | Add +15.3% | 111,471 | $4.3M |
| Nicolet Advisory Services, LLC | 0.33% | Reduce -0.6% | 110,718 | $4.3M |
| Clarity Capital Advisors, LLC | 2.28% | Add +0.1% | 108,651 | $4.2M |
| Index Fund Advisors, Inc. | 0.20% | Add +2.6% | 108,641 | $4.2M |
| Private Trust Co. NA | 0.37% | Reduce -2.6% | 108,251 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +5.9% | 106,751 | $4.1M |
| Brown Advisory Inc. | 0.01% | Reduce -0.5% | 106,033 | $4.1M |
| Atlas Private Wealth Advisors | 1.00% | Reduce -41.8% | 106,011 | $4.1M |
| McGrath & Associates, Inc. | 6.07% | Add +13.8% | 105,960 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | New | 105,516 | $4.1M |
| Advisors Capital Management, LLC | 0.05% | Add +4.0% | 105,199 | $4.1M |
| Clark Asset Management, LLC | 0.47% | No change | 104,951 | $4.0M |
| Vista Capital Partners, Inc. | 0.41% | Reduce -20.3% | 104,050 | $4.0M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -6.3% | 103,842 | $4.0M |
| Curio Wealth, LLC | 1.64% | Reduce -15.6% | 103,514 | $4.0M |
| Main Street Financial Solutions, LLC | 0.26% | Add +8.1% | 103,233 | $4.0M |
| Retirement Planning Group, LLC | 0.14% | Add +4.1% | 102,309 | $3.9M |
| Total Clarity Wealth Management, Inc. | 1.05% | Add +1.4% | 101,977 | $3.9M |
| USAdvisors Wealth Management, LLC | 1.35% | Add +3.3% | 101,702 | $3.9M |
| MB Generational Wealth, LLC | 2.45% | — | 100,120 | $3.9M |
| Prospera Financial Services Inc | 0.07% | Add +43.9% | 99,793 | $3.8M |
| Aegis Wealth Management LLC | 2.05% | Reduce -0.7% | 99,027 | $3.8M |
| Curi Capital, LLC | 0.07% | Add +0.0% | 97,785 | $3.8M |
| Mowery & Schoenfeld Wealth Management, LLC | 6.34% | Reduce -5.4% | 95,703 | $3.7M |
| Orion Capital Management LLC | 1.28% | Add +3.0% | 95,560 | $3.7M |
| Intelligent Financial Strategies | 1.76% | Add +0.1% | 93,884 | $3.6M |
| C M Bidwell & Associates Ltd. | 1.71% | Add +0.0% | 92,220 | $3.6M |
| Prosperity Planning, Inc. | 1.34% | Reduce -0.7% | 92,198 | $3.6M |
| Allium Financial Advisors, LLC | 2.94% | No change | 92,057 | $3.6M |
| Financial Insights, Inc. | 1.14% | Reduce -17.4% | 89,252 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +17.8% | 89,078 | $3.4M |
| Level Four Advisory Services, LLC | 0.12% | No change | 89,042 | $3.4M |
| Buttonwood Financial Advisors Inc. | 1.17% | No change | 88,260 | $3.4M |
| Nautilus Advisors LLC | 2.28% | Add +1.5% | 87,868 | $3.4M |
| Freestone Capital Holdings, LLC | 0.10% | No change | 87,039 | $3.4M |
| Legacy Capital Wealth Partners, LLC | 0.73% | Add +6.8% | 86,899 | $3.4M |
| Wealthspan Partners, LLC | 1.29% | Add +3.0% | 86,876 | $3.4M |
| WestHill Financial Advisors, Inc. | 0.66% | No change | 86,838 | $3.3M |
| OneAscent Family Office, LLC | 2.71% | No change | 86,479 | $3.3M |
| Accredited Investor Services, LLC | 2.23% | Reduce -0.5% | 84,072 | $3.2M |
| Concord Wealth Partners | 0.44% | Reduce -1.8% | 82,643 | $3.2M |
| Kure Advisory, LLC | 1.96% | Add +1.0% | 82,216 | $3.2M |
| Pioneer Wealth Management Group | 1.01% | Reduce -2.4% | 81,394 | $3.1M |
| Choreo, LLC | 0.04% | Reduce -0.3% | 81,187 | $3.1M |
| True North Advisors, LLC | 0.49% | No change | 79,903 | $3.1M |
| Caprock Group, LLC | 0.08% | — | 81,620 | $3.1M |
| 25 LLC | 1.05% | Add +3.8% | 79,695 | $3.1M |
| Hartmann Taylor Wealth Management, LLC | 2.20% | Reduce -4.0% | 79,593 | $3.1M |
| Samalin Investment Counsel, LLC | 1.06% | Reduce -1.4% | 79,538 | $3.1M |
| Eaton Financial Holdings Company, LLC | 0.86% | Reduce -0.0% | 79,528 | $3.1M |
| City State Bank | 0.87% | Add +2.5% | 78,260 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.3% | 77,030 | $3.0M |
| Seneschal Advisors, LLC | 2.15% | Add +0.6% | 76,908 | $3.0M |
| Evoke Wealth, LLC | 0.06% | Add +1.7% | 76,793 | $3.0M |
| Lakeridge Wealth Management LLC | 1.31% | Reduce -0.4% | 76,555 | $3.0M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -1.1% | 76,018 | $2.9M |
| Wedmont Private Capital | 0.11% | No change | 74,775 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +62.5% | 73,655 | $2.8M |
| Atwater Malick LLC | 0.82% | Add +0.3% | 72,911 | $2.8M |
| Baker Avenue Asset Management, LP | 0.07% | No change | 72,633 | $2.8M |
| 1900 Wealth Management LLC | 0.19% | Reduce -3.3% | 72,326 | $2.8M |
| Liberty Capital Management, Inc. | 0.53% | No change | 72,322 | $2.8M |
| Marietta Wealth Management, LLC | 0.34% | No change | 72,158 | $2.8M |
| Renaissance Technologies | 0.00% | Add +11.0% | 71,900 | $2.8M |
| Yarger Wealth Strategies, LLC | 1.27% | Add +0.3% | 71,558 | $2.8M |
| WealthCollab, LLC | 1.27% | Reduce -0.6% | 71,464 | $2.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.3% | 71,288 | $2.7M |
| HUB Investment Partners, LLC | 0.10% | Add +83.4% | 71,003 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +32.8% | 70,746 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -0.4% | 69,348 | $2.7M |
| Exencial Wealth Advisors, LLC | 0.09% | Reduce -1.9% | 69,304 | $2.7M |
| TCFG Wealth Management, LLC | 1.05% | Reduce -34.9% | 69,273 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | No change | 68,897 | $2.7M |
| RB Capital Management, LLC | 0.57% | Add +1.4% | 67,799 | $2.6M |
| Strategent Financial, LLC | 1.86% | Add +0.1% | 67,267 | $2.6M |
| Seaside Wealth Management, Inc. | 0.77% | Add +0.3% | 67,168 | $2.6M |
| 49 Wealth Management, LLC | 0.24% | Reduce -3.6% | 66,782 | $2.6M |
| Strategic Wealth Partners, Ltd. | 0.19% | Add +31.2% | 65,598 | $2.5M |
| Davis R M Inc. | 0.04% | No change | 65,594 | $2.5M |
| M&T Bank Corp | 0.01% | No change | 65,258 | $2.5M |
| Sage Mountain Advisors LLC | 0.14% | No change | 64,523 | $2.5M |
| Tandem Financial, LLC | 0.92% | New | 63,795 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.9% | 63,713 | $2.5M |
| HFG Wealth Management, LLC | 1.33% | Reduce -5.4% | 63,512 | $2.4M |
| NerdWallet Wealth Partners, LLC | 1.18% | — | 62,617 | $2.4M |
| Keener Financial Planning LLC | 1.12% | No change | 62,582 | $2.4M |
| CENTRAL TRUST Co | 0.05% | No change | 62,505 | $2.4M |
| Family Wealth Partners, LLC | 0.90% | No change | 61,978 | $2.4M |
| Aviance Capital Partners, LLC | 0.28% | Add +0.7% | 61,931 | $2.4M |
| Accurate Wealth Management, LLC | 0.31% | Add +6.3% | 61,436 | $2.4M |
| US Bancorp \de | 0.00% | Add +30.9% | 60,337 | $2.3M |
| Brooklyn FI, LLC | 0.52% | No change | 59,966 | $2.3M |
| Signet Financial Management, LLC | 0.27% | Add +0.0% | 59,454 | $2.3M |
| Grey Fox Wealth Advisors, LLC | 0.47% | Add +0.3% | 59,413 | $2.3M |
| Cascade Wealth Advisors, Inc | 1.12% | Reduce -10.2% | 58,242 | $2.3M |
| Quad-Cities Investment Group, LLC | 0.97% | Add +1.8% | 59,064 | $2.3M |
| KM Capital Management Ltd. | 1.04% | Reduce -3.2% | 58,540 | $2.3M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -3.1% | 58,476 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.26% | No change | 57,831 | $2.2M |
| PDS Planning, Inc | 0.15% | No change | 57,351 | $2.2M |
| Aquire Wealth Advisors, LLC | 0.54% | No change | 57,169 | $2.2M |
| Kestra Investment Management, LLC | 0.06% | Add +3.4% | 55,806 | $2.2M |
| Larson Financial Group LLC | 0.08% | Add +5.4% | 55,599 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.9% | 55,289 | $2.1M |
| Freedom Investment Management, Inc. | 0.56% | Reduce -4.4% | 54,837 | $2.1M |
| Great Oak Capital Partners, LLC | 0.56% | Reduce -7.8% | 54,677 | $2.1M |
| Cookson Peirce & Co. Inc. | 0.08% | No change | 53,627 | $2.1M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -2.9% | 53,145 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.2% | 53,075 | $2.0M |
| American Financial Advisors, LLC | 0.26% | Add +0.3% | 52,302 | $2.0M |
| MJP Associates Inc. | 0.27% | Add +10.3% | 52,164 | $2.0M |
| Advisor OS, LLC | 0.17% | Add +10.3% | 52,164 | $2.0M |
| Level Wealth Management LLC | 1.06% | Add +0.0% | 52,048 | $2.0M |
| Axis Wealth Partners, LLC | 1.17% | Add +10.8% | 52,026 | $2.0M |
| Cadent Capital Advisors, LLC | 0.53% | Reduce -5.5% | 51,653 | $2.0M |
| Strategic Blueprint, LLC | 0.09% | Reduce -2.2% | 51,403 | $2.0M |
| Cassaday & Co Wealth Management LLC | 0.05% | No change | 50,831 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.6% | 49,741 | $1.9M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -0.5% | 49,572 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.14% | Reduce -0.6% | 49,550 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.43% | Add +6.8% | 49,172 | $1.9M |
| Olistico Wealth, LLC | 1.00% | Reduce -0.7% | 49,092 | $1.9M |
| Landing Point Financial Group, LLC | 0.98% | Add +1.3% | 48,589 | $1.9M |
| Oakworth Capital, Inc. | 0.11% | Add +0.5% | 48,412 | $1.9M |
| Archer Investment Management, LLC | 1.14% | Reduce -5.1% | 48,103 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -0.2% | 48,078 | $1.9M |
| Integrity Investment Advisors, LLC | 1.22% | Reduce -0.5% | 47,616 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 46,287 | $1.8M |
| Ballentine Partners, LLC | 0.02% | No change | 46,170 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | New | 45,772 | $1.8M |
| Csenge Advisory Group | 0.08% | Reduce -4.0% | 45,678 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +0.0% | 44,539 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.57% | No change | 42,815 | $1.7M |
| IMA Advisory Services, Inc. | 0.17% | New | 43,145 | $1.7M |
| Icon Wealth Advisors, LLC | 0.11% | No change | 42,672 | $1.6M |
| Coston, McIsaac & Partners | 0.39% | Add +0.1% | 42,392 | $1.6M |
| Roundview Capital LLC | 0.10% | Add +0.3% | 42,206 | $1.6M |
| Shotwell Rutter Baer Inc | 1.03% | Reduce -0.8% | 41,147 | $1.6M |
| Stone Summit Wealth LLC | 0.44% | Reduce -69.4% | 40,602 | $1.6M |
| Live Oak Private Wealth LLC | 0.22% | Add +38.0% | 40,069 | $1.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.45% | Add +3.7% | 39,579 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +0.3% | 39,093 | $1.5M |
| Probity Advisors, Inc. | 0.24% | No change | 38,944 | $1.5M |
| Evergreen Capital Management LLC | 0.04% | Add +9.5% | 38,853 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.5M |
| World Investment Advisors | 0.03% | Add +28.4% | 38,548 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.24% | Add +0.2% | 38,035 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +10.4% | 37,984 | $1.5M |
| Nicolet Bankshares Inc. | 0.23% | Reduce -0.2% | 37,742 | $1.5M |
| Avant Financial Advisors LLC | 1.09% | Reduce -4.8% | 37,535 | $1.4M |
| Lifeworks Advisors, LLC | 0.19% | Add +0.2% | 37,364 | $1.4M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 37,293 | $1.4M |
| Sterling Wealth Advisors Inc | 0.92% | New | 37,561 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -3.2% | 36,795 | $1.4M |
| Vermillion Wealth Management, Inc. | 0.39% | Reduce -0.1% | 36,697 | $1.4M |
| Lam Group, Inc. | 0.87% | Add +7.9% | 36,580 | $1.4M |
| Brewster Financial Planning LLC | 0.89% | No change | 36,521 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +1.0% | 36,451 | $1.4M |
| Disciplined Equity Management, Inc. | 0.76% | Add +0.2% | 36,360 | $1.4M |
| Fortress Wealth Management, Inc. | 0.62% | Add +4.6% | 36,333 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 36,213 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +34.9% | 36,119 | $1.4M |
| Quantum Financial Advisors, LLC | 0.17% | Add +0.0% | 35,487 | $1.4M |
| First Merchants Corp. | 0.05% | No change | 35,422 | $1.4M |
| Wedbush Securities Inc. | 0.04% | No change | 35,127 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Add +1.8% | 35,103 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.3% | 34,752 | $1.3M |
| Rialto Wealth Management, LLC | 0.34% | Add +5.4% | 34,035 | $1.3M |
| Aspire Private Capital, LLC | 0.28% | Add +1.8% | 33,495 | $1.3M |
| Almanack Investment Partners, LLC. | 0.20% | Add +0.3% | 32,951 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.1% | 32,902 | $1.3M |
| Rise Advisors, LLC | 0.45% | Add +0.3% | 32,748 | $1.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Add +0.3% | 32,529 | $1.3M |
| Heritage Wealth Advisors | 0.05% | 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 |
| Cedar Point Capital Partners, LLC | 0.82% | No change | 32,274 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 31,964 | $1.2M |
| Full Sail Capital, LLC | 0.07% | Add +136.9% | 31,913 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -48.0% | 31,562 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.9% | 31,488 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.3% | 31,410 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.67% | Add +0.1% | 31,130 | $1.2M |
| FSM Wealth Advisors, LLC | 0.17% | Reduce -0.0% | 31,109 | $1.2M |
| High Probability Advisors, LLC | 0.16% | Add +0.0% | 30,828 | $1.2M |
| Riverbend Wealth Management, LLC | 0.83% | Add +11.8% | 30,739 | $1.2M |
| Compound Planning, Inc. | 0.04% | New | 30,612 | $1.2M |
| Tranquility Partners, LLC | 0.40% | No change | 30,589 | $1.2M |
| Wharton Business Group, LLC | 0.05% | No change | 30,402 | $1.2M |
| Stewardship Advisors, LLC | 0.28% | Reduce -8.2% | 30,272 | $1.2M |
| Montag A & Associates Inc. | 0.05% | No change | 30,235 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.14% | Reduce -7.0% | 30,321 | $1.2M |
| Cooper Financial Group | 0.13% | No change | 30,042 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Add +7.0% | 29,923 | $1.2M |
| Verus Capital Partners, LLC | 0.09% | New | 29,400 | $1.1M |
| Northeast Financial Group, Inc. | 0.28% | Reduce 0.0% | 29,074 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $1.1M |
| TruNorth Capital Management, LLC | 0.22% | No change | 28,519 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $1.1M |
| JB Capital LLC | 0.05% | Reduce -2.2% | 28,410 | $1.1M |
| Disciplined Investors, L.L.C. | 0.78% | Reduce -1.0% | 28,271 | $1.1M |
| SCS Capital Management LLC | 0.01% | No change | 28,110 | $1.1M |
| Gibraltar Capital Management, Inc. | 0.19% | Reduce -28.1% | 28,060 | $1.1M |
| ERn Financial, LLC | 0.21% | Reduce -1.5% | 28,000 | $1.1M |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -0.3% | 27,971 | $1.1M |
| Alkeme Wealth, LLC | 0.47% | Add +0.1% | 27,961 | $1.1M |
| Renasant Bank | 0.68% | No change | 27,916 | $1.1M |
| NorthRock Partners, LLC | 0.02% | No change | 27,866 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.22% | Reduce -0.2% | 27,853 | $1.1M |
| FFT Wealth Management LLC | 0.20% | No change | 27,708 | $1.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.20% | Add +149.4% | 27,684 | $1.1M |
| Tudor Investment Corporation | 0.01% | Reduce -5.2% | 27,460 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +30.4% | 27,291 | $1.1M |
| Magnolia Capital Advisors LLC | 0.27% | Reduce -1.0% | 27,177 | $1.0M |
| Brooklyn Investment Group | 0.14% | No change | 29,030 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -1.0% | 26,723 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.6% | 26,609 | $1.0M |
| a16z Perennial Management, L.P. | 0.08% | New | 26,550 | $1.0M |
| DGS Capital Management, LLC | 0.19% | No change | 26,450 | $1.0M |
| Astra Wealth Partners LLC | 0.71% | No change | 26,442 | $1.0M |
| Diversify Advisory Services, LLC | 0.03% | Add +0.0% | 26,100 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.8% | 26,329 | $1.0M |
| Fortis Advisors, LLC | 0.58% | Add +0.3% | 26,162 | $1.0M |
| TFC Financial Management, Inc. | 0.13% | Add +0.2% | 26,078 | $1.0M |
| St Germain D J Co. Inc. | 0.04% | Add +8.7% | 25,901 | $999K |
| Blue Trust, Inc. | 0.01% | Add +17.3% | 25,840 | $997K |
| MGB Wealth Management, LLC | 0.28% | No change | 25,811 | $996K |
| Affinity Capital Advisors, LLC | 0.15% | No change | 25,646 | $994K |
| Mgo One Seven LLC | 0.02% | New | 25,708 | $992K |
| GTS Securities LLC | 0.04% | Add +56.3% | 25,652 | $989K |
| Confluence Wealth Services, Inc. | 0.05% | Add +8.3% | 25,320 | $977K |
| Richard P Slaughter Associates Inc | 0.21% | No change | 25,188 | $972K |
| Beacon Financial Advisory LLC | 0.22% | No change | 24,961 | $963K |
| Blue Chip Partners, LLC | 0.07% | Add +0.3% | 24,936 | $962K |
| Gradient Capital Advisors, LLC | 0.25% | Reduce -3.8% | 24,530 | $946K |
| CIBC Private Wealth Group LLC | 0.00% | Add +59.3% | 24,325 | $938K |
| CoreCap Advisors, LLC | 0.03% | No change | 24,259 | $936K |
| CRA Financial Services, LLC | 0.13% | No change | 24,193 | $933K |
| CarsonAllaria Wealth Management, Ltd. | 0.48% | Add +0.3% | 23,987 | $925K |
| Meredith Wealth Planning | 0.29% | Add +1.4% | 23,912 | $922K |
| S. R. Schill & Associates | 0.65% | Add +0.3% | 23,892 | $922K |
| Solutions 4 Wealth, Ltd | 1.43% | Reduce -0.1% | 23,881 | $921K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -0.1% | 23,859 | $920K |
| Citrine Capital LLC | 0.42% | Add +0.2% | 23,758 | $916K |
| Synergy Asset Management, LLC | 0.03% | Add +200.0% | 24,630 | $905K |
| Elevate Wealth Advisory, Inc. | 0.65% | Reduce -0.3% | 23,271 | $898K |
| Advyzon Investment Management, LLC | 0.15% | Add +161.6% | 23,077 | $890K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 23,038 | $889K |
| Millstone Evans Group, LLC | 0.56% | Reduce -66.0% | 22,996 | $887K |
| Signaturefd, LLC | 0.01% | Add +8.0% | 22,842 | $881K |
| Facet Wealth, Inc. | 0.02% | Add +0.2% | 22,609 | $872K |
| Murphy Pohlad Asset Management LLC | 0.34% | No change | 22,504 | $868K |
| Kathleen S. Wright Associates Inc. | 0.32% | Add +125.1% | 22,384 | $863K |
| Quadrant Private Wealth Management, LLC | 0.16% | No change | 22,372 | $863K |
| Hopwood Financial Services, Inc. | 0.58% | No change | 22,370 | $863K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +86.9% | 22,185 | $856K |
| Vise Technologies, Inc. | 0.03% | New | 22,131 | $854K |
| Yardley Wealth Management LLC | 0.48% | No change | 22,062 | $851K |
| Certuity, LLC | 0.06% | No change | 21,994 | $848K |
| Keystone Financial Services | 0.26% | Add +0.3% | 21,935 | $846K |
| Busey Bank | 0.02% | No change | 21,917 | $845K |
| Keel Point, LLC | 0.05% | No change | 21,700 | $837K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 21,614 | $834K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $831K |
| Elevation Wealth Partners, LLC | 0.30% | Add +0.3% | 21,530 | $830K |
| Sprinkle Financial Consultants LLC | 0.46% | Add +3.6% | 21,338 | $823K |
| Eldridge Investment Advisors, Inc. | 0.19% | Add +0.5% | 21,178 | $817K |
| Shore Point Advisors, LLC | 0.36% | Add +2.6% | 21,106 | $814K |
| Yoder Wealth Management, Inc. | 0.38% | No change | 21,007 | $810K |
| Partners in Financial Planning | 0.14% | Reduce -0.8% | 20,844 | $804K |
| Donaldson Capital Management, LLC | 0.03% | New | 20,723 | $799K |
| Blume Capital Management, Inc. | 0.15% | Reduce -1.2% | 20,658 | $797K |
| Kovack Advisors, Inc. | 0.07% | No change | 20,622 | $795K |
| Boyce & Associates Wealth Consulting, Inc. | 0.65% | Reduce -0.5% | 20,558 | $793K |
| Sard Wealth Management Group, LLC | 0.45% | Add +0.3% | 20,526 | $792K |
| Principal Securities, Inc. | 0.01% | Add +11.8% | 20,176 | $778K |
| Gilbert & Cook, Inc. | 0.10% | Add +0.0% | 20,143 | $777K |
| Security Financial Services, INC. | 0.13% | Reduce -0.6% | 20,131 | $776K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 19,902 | $768K |
| bLong Financial, LLC | 0.53% | No change | 19,784 | $763K |
| Mendota Financial Group, LLC | 0.57% | Reduce -7.6% | 19,725 | $761K |
| National Bank of Canada | 0.00% | Add +25.1% | 19,549 | $757K |
| Washington Trust Advisors, Inc. | 0.06% | Add +34.2% | 19,520 | $753K |
| Sage Rhino Capital LLC | 0.14% | Reduce -0.2% | 19,332 | $746K |
| KPP Advisory Services LLC | 0.11% | Reduce -1.4% | 19,298 | $744K |
| Revisor Wealth Management LLC | 0.26% | Reduce -25.2% | 19,221 | $743K |
| Anderson Hoagland & Co. | 0.07% | No change | 19,248 | $742K |
| Selective Wealth Management, Inc. | 0.24% | New | 18,997 | $734K |
| Summit Financial, LLC | 0.01% | New | 18,979 | $732K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 18,948 | $731K |
| Hilltop Holdings Inc. | 0.04% | Add +39.1% | 18,922 | $730K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 18,785 | $725K |
| Cadence Bank | 0.04% | Add +228.4% | 18,722 | $722K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.4% | 18,667 | $720K |
| Argent Trust Co | 0.03% | Add +6.5% | 18,572 | $716K |
| Northeast Planning Associates, Inc. / NH / | 0.61% | No change | 18,529 | $715K |
| Stage Harbor Financial, LLC | 0.52% | No change | 18,527 | $715K |
| LJI Wealth Management, LLC | 0.12% | Reduce -78.2% | 18,427 | $711K |
| Ti-Trust, Inc. | 0.45% | No change | 18,395 | $709K |
| Cherry Creek Investment Advisors, Inc. | 0.30% | No change | 18,157 | $700K |
| Pettinga Financial Advisors LLC | 0.14% | Add +6.4% | 18,030 | $695K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +0.2% | 18,012 | $695K |
| Emprise Bank | 0.30% | Reduce -0.8% | 17,959 | $693K |
| Colonial Trust Co / SC | 0.09% | No change | 17,949 | $692K |
| Acorn Creek Capital LLC | 0.26% | Add +0.1% | 17,928 | $691K |
| Capital Advisors Inc. | 0.01% | No change | 17,909 | $691K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 17,883 | $690K |
| Autumn Glory Partners, LLC | 0.28% | Add +4.1% | 17,584 | $678K |
| Oak Wealth Advisors LLC | 0.39% | Add +0.1% | 17,535 | $676K |
| Meeder Advisory Services, Inc. | 0.03% | Add +7.9% | 17,532 | $676K |
| Bay Capital Advisors, LLC | 0.43% | Add +0.3% | 17,296 | $667K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.3% | 17,166 | $666K |
| Destination Wealth Management | 0.02% | Add +6.2% | 17,196 | $663K |
| National Wealth Management Group, LLC | 0.25% | Add +0.1% | 17,158 | $662K |
| Rebalance, LLC | 0.04% | Add +0.3% | 16,957 | $654K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 16,896 | $652K |
| CogentBlue Wealth Advisors, LLC | 0.44% | No change | 16,741 | $646K |
| Evolution Advisers, Inc. | 0.29% | No change | 16,680 | $644K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 16,684 | $643K |
| CPA Asset Management Group, LLC | 0.25% | Reduce -1.2% | 16,675 | $643K |
| WBH Advisory Inc. | 0.05% | No change | 16,464 | $635K |
| Moors & Cabot, Inc. | 0.03% | No change | 16,216 | $625K |
| Chapman Financial Group, LLC | 0.43% | New | 16,169 | $624K |
| MPWM Advisory Solutions, LLC | 0.37% | Reduce -0.3% | 16,085 | $620K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 16,060 | $619K |
| Acropolis Investment Management, LLC | 0.03% | New | 17,233 | $618K |
| Hershey Financial Advisers, LLC | 0.53% | Add +5.0% | 15,971 | $616K |
| Trust Point Inc. | 0.05% | No change | 15,945 | $615K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.3% | 15,845 | $611K |
| Bell Investment Advisors, Inc | 0.10% | No change | 15,776 | $608K |
| Threadgill Financial, LLC | 0.29% | No change | 15,705 | $606K |
| VanderPol Investments L.L.C. | 1.17% | Reduce -34.9% | 15,423 | $603K |
| Ascent Group, LLC | 0.02% | Add +8.9% | 15,484 | $597K |
| Tableaux LLC | 0.24% | Add +36.6% | 15,480 | $597K |
| SYM FINANCIAL Corp | 0.06% | Reduce -1.0% | 15,459 | $596K |
| BostonPremier Wealth LLC | 0.29% | Add +0.3% | 15,243 | $588K |
| Providence Capital Advisors, LLC | 0.10% | No change | 15,203 | $586K |
| Balboa Wealth Partners | 0.10% | No change | 15,115 | $583K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.7% | 15,111 | $583K |
| Johnson Financial Group, LLC | 0.05% | No change | 15,089 | $582K |
| North Capital, Inc. | 0.44% | Add +0.0% | 14,877 | $574K |
| Francis Financial, Inc. | 0.10% | No change | 14,876 | $574K |
| Visionary Horizons, LLC | 0.31% | Reduce -1.0% | 14,605 | $563K |
| Modern Wealth Management, LLC | 0.01% | Add +12.3% | 14,605 | $563K |
| Barry Investment Advisors, LLC | 0.13% | Add +0.2% | 14,508 | $560K |
| Morling Financial Advisors, LLC | 0.19% | No change | 14,490 | $559K |
| Rockingstone Advisors LLC | 0.28% | No change | 14,471 | $558K |
| Independent Financial Group, LLC | 0.01% | Add +18.2% | 14,285 | $551K |
| Abundance Wealth Counselors | 0.09% | Reduce -4.2% | 14,223 | $549K |
| Highland Financial Advisors, LLC | 0.16% | Reduce -1.3% | 14,176 | $547K |
| Bank of Montreal | 0.00% | Reduce -8.4% | 14,108 | $544K |
| Bessemer Group Inc. | 0.00% | No change | 14,117 | $544K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +0.3% | 14,088 | $543K |
| Greenwood Capital Associates LLC | 0.06% | No change | 14,082 | $543K |
| Sigma Planning Corp | 0.02% | Add +0.3% | 14,045 | $542K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.8% | 13,943 | $538K |
| Pinnacle Associates Ltd. | 0.01% | Add +137.7% | 13,893 | $536K |
| Valmark Advisers, Inc. | 0.01% | Add +3.6% | 13,851 | $534K |
| Harbor Group, Inc. | 0.08% | Add +0.3% | 13,821 | $533K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 13,777 | $531K |
| Mraz, Amerine & Associates, Inc. | 0.08% | Reduce -8.9% | 13,739 | $530K |
| Timonier Family Office, LTD. | 0.17% | Add +0.7% | 13,690 | $528K |
| Fiduciary Alliance LLC | 0.04% | Reduce -0.6% | 13,643 | $526K |
| Empower Advisory Group, LLC | 0.00% | Add +4.5% | 13,566 | $523K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $523K |
| Lockerman Financial Group, Inc. | 0.66% | No change | 13,526 | $522K |
| QRG Capital Management, Inc. | 0.01% | Reduce -50.9% | 13,516 | $521K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 13,326 | $514K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +0.6% | 13,263 | $512K |
| Edge Financial Advisors LLC | 0.23% | Reduce -1.0% | 13,250 | $511K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -1.1% | 13,170 | $508K |
| Navigoe, LLC | 0.32% | Reduce -1.1% | 12,959 | $499K |
| EnRich Financial Partners LLC | 0.14% | Reduce -2.1% | 12,730 | $491K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,697 | $490K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.2% | 12,559 | $484K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -0.8% | 12,542 | $484K |
| Texas Bank & Trust Co | 0.18% | No change | 12,532 | $483K |
| Reyes Financial Architecture, Inc. | 0.33% | No change | 12,411 | $479K |
| Gibbs Wealth Management | 0.11% | Reduce -15.4% | 12,233 | $472K |
| Harbour Investments, Inc. | 0.01% | No change | 12,069 | $466K |
| Robinswood Financial LLC | 0.15% | Reduce -1.5% | 12,005 | $463K |
| Vista Finance, LLC | 0.31% | No change | 11,992 | $463K |
| Pure Portfolios Holdings LLC | 0.14% | Add +1.0% | 11,844 | $457K |
| TFB Advisors LLC | 0.13% | Reduce -23.8% | 11,722 | $449K |
| IHT Wealth Management, LLC | 0.01% | Reduce -73.6% | 11,576 | $447K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -2.1% | 11,475 | $443K |
| BWM Planning, LLC | 0.13% | Reduce -0.1% | 11,385 | $439K |
| Capital Investment Advisors, LLC | 0.01% | No change | 11,304 | $436K |
| MTM Investment Management, LLC | 0.14% | No change | 11,294 | $436K |
| Burk Holdings LLC | 0.23% | Add +2.2% | 11,254 | $434K |
| Single Point Partners, LLC | 0.09% | Reduce -30.3% | 11,233 | $433K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.3% | 11,232 | $433K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 11,193 | $432K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 11,009 | $427K |
| Monument Capital Management | 0.11% | No change | 11,012 | $425K |
| Seed Wealth Management, Inc. | 0.29% | Reduce -18.1% | 11,000 | $424K |
| Oxbow Advisors, LLC | 0.04% | No change | 10,907 | $421K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $416K |
| Intrua Financial, LLC | 0.05% | No change | 10,752 | $415K |
| Garrison Point Advisors, LLC | 0.17% | No change | 10,747 | $415K |
| Fairman Group, LLC | 0.33% | Add +0.3% | 10,623 | $410K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $409K |
| Carnegie Investment Counsel | 0.01% | No change | 10,511 | $405K |
| WealthShield Partners, LLC | 0.05% | Add +0.1% | 10,394 | $401K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $400K |
| Trek Financial, LLC | 0.02% | Reduce -0.3% | 10,273 | $396K |
| Calydon Capital | 0.06% | Reduce -50.0% | 10,257 | $396K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $396K |
| Vestor Capital, LLC | 0.03% | Reduce -55.2% | 10,250 | $395K |
| Marotta Asset Management | 0.07% | No change | 10,210 | $395K |
| BOS Asset Management, LLC | 0.11% | Reduce -7.6% | 10,186 | $393K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $393K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -1.5% | 10,128 | $391K |
| Banyan Capital Management, Inc. | 0.18% | New | 10,125 | $391K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 10,065 | $388K |
| Matauro, LLC | 0.06% | Reduce -0.6% | 9,883 | $381K |
| Arbor Investment Advisors, LLC | 0.05% | New | 9,832 | $379K |
| Hanover Advisors Inc. | 0.15% | No change | 9,810 | $378K |
| Significant Wealth Partners LLC | 0.18% | Reduce -0.1% | 9,752 | $376K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +27.3% | 9,750 | $376K |
| BBR Partners, LLC | 0.02% | Add +0.3% | 9,687 | $374K |
| Horizon Wealth Management, LLC | 0.05% | Reduce -1.7% | 9,681 | $373K |
| Iams Wealth Management, LLC | 0.15% | No change | 9,646 | $372K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 9,640 | $372K |
| CNB Bank | 0.15% | New | 9,630 | $371K |
| &partners | 0.00% | Add +39.7% | 9,588 | $370K |
| First American Trust, FSB | 0.03% | No change | 9,490 | $366K |
| 180 Wealth Advisors, LLC | 0.04% | Add +39.1% | 9,468 | $365K |
| Matisse Capital | 0.16% | Add +0.3% | 9,457 | $365K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $365K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 9,410 | $363K |
| Vident Advisory, LLC | 0.00% | Reduce -8.1% | 9,364 | $361K |
| Williams & Novak, LLC | 0.28% | Reduce -8.0% | 9,313 | $359K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,303 | $359K |
| Berman McAleer LLC | 0.05% | — | 9,260 | $357K |
| Jessup Wealth Management, Inc | 0.13% | No change | 9,243 | $357K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -0.5% | 9,242 | $356K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 9,240 | $356K |
| Ridgeline Wealth Planning, LLC | 0.27% | No change | 9,232 | $356K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -10.6% | 9,173 | $354K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.3% | 9,116 | $352K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -3.1% | 9,115 | $352K |
| Washington Trust Bank | 0.03% | No change | 9,099 | $351K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -5.4% | 9,042 | $349K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | New | 8,990 | $347K |
| Wallace Advisory Group, LLC | 0.28% | Add +0.3% | 9,631 | $345K |
| Romano Brothers and Company | 0.04% | No change | 8,832 | $341K |
| Dixon Fnancial Services, Inc. | 0.15% | No change | 8,726 | $337K |
| Holistic Financial Partners | 0.14% | Add +0.3% | 8,696 | $335K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 8,677 | $335K |
| Essex Financial Services, Inc. | 0.02% | Add +2.2% | 8,670 | $334K |
| Tenon Financial LLC | 0.17% | No change | 8,666 | $334K |
| PGIM Custom Harvest LLC | 0.01% | No change | 8,639 | $333K |
| Mokosak Advisory Group, LLC | 0.09% | Add +0.3% | 8,581 | $331K |
| River Wealth Advisors LLC | 0.04% | Add +15.6% | 8,557 | $330K |
| SimpliFi, Inc. | 0.14% | No change | 8,516 | $328K |
| Financial Advocates Investment Management | 0.18% | Reduce -89.5% | 8,488 | $327K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -4.2% | 8,453 | $326K |
| McAdam, LLC | 0.02% | No change | 8,437 | $325K |
| Simon Quick Advisors, LLC | 0.01% | No change | 8,395 | $324K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 8,296 | $320K |
| Ameritas Advisory Services, LLC | 0.02% | Add +63.9% | 8,288 | $320K |
| Albion Financial Group | 0.02% | No change | 8,288 | $320K |
| Two Sigma Securities, LLC | 0.05% | Reduce -39.6% | 8,283 | $319K |
| E&G Advisors, LLC | 0.07% | Reduce -9.1% | 8,260 | $319K |
| Peak Retirement Planning, Inc. | 0.09% | Add +0.3% | 8,188 | $316K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Add +0.3% | 8,187 | $316K |
| First National Advisers, LLC | 0.04% | No change | 8,158 | $315K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +0.3% | 8,124 | $313K |
| Claris Financial LLC | 0.18% | New | 8,120 | $313K |
| Grandfield & Dodd, LLC | 0.02% | No change | 8,043 | $310K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 8,031 | $310K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 7,965 | $307K |
| G2 Capital Management, LLC / Oh | 0.08% | No change | 7,936 | $306K |
| Ellsworth Advisors, LLC | 0.07% | Add +0.3% | 7,949 | $306K |
| McBroom & Associates, LLC | 0.14% | Reduce -16.0% | 7,900 | $305K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $303K |
| Waddell & Associates, LLC | 0.03% | No change | 7,840 | $302K |
| Wealthcare Capital Partners, LLC | 0.14% | Reduce -3.6% | 7,836 | $302K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $301K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -8.0% | 7,810 | $301K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $299K |
| Foster Group, Inc. | 0.01% | Reduce -1.5% | 7,676 | $296K |
| Chapin Davis, Inc. | 0.07% | No change | 7,674 | $296K |
| Fielder Capital Group LLC | 0.07% | Reduce -8.0% | 7,652 | $295K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $291K |
| Salomon & Ludwin, LLC | 0.03% | New | 7,493 | $291K |
| RFG Holdings, Inc. | 0.07% | Reduce -9.4% | 7,521 | $290K |
| Sandbox Financial Partners, LLC | 0.08% | New | 7,486 | $289K |
| Pillar Financial Advisors, LLC | 0.18% | Reduce -4.2% | 7,451 | $287K |
| Guardian Asset Advisors, LLC | 0.15% | Add +4.1% | 7,435 | $287K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $285K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 7,310 | $282K |
| Camarda Financial Advisors, LLC | 0.10% | No change | 7,267 | $280K |
| FSA Advisors, Inc. | 0.22% | Reduce -25.9% | 7,250 | $280K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $279K |
| Accel Wealth Management | 0.08% | Reduce -0.1% | 7,232 | $279K |
| Balefire, LLC | 0.06% | New | 7,221 | $279K |
| Hills Bank & Trust Co | 0.02% | Reduce -1.9% | 7,176 | $277K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $276K |
| Retirement Capital Strategies | 0.11% | No change | 7,114 | $274K |
| Wingate Wealth Advisors, Inc. | 0.19% | No change | 7,071 | $273K |
| MBM Wealth Consultants, LLC | 0.07% | No change | 6,940 | $268K |
| FSC Wealth Advisors, LLC | 0.15% | No change | 6,907 | $266K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 6,904 | $266K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 6,885 | $266K |
| Stephens Inc. | 0.00% | No change | 6,872 | $265K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 6,848 | $264K |
| Embree Financial Group | 0.04% | No change | 6,837 | $264K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 6,824 | $263K |
| Annandale Capital, LLC | 0.05% | No change | 6,762 | $261K |
| Lynx Investment Advisory | 0.16% | New | 6,726 | $259K |
| Lodestone Wealth Management LLC | 0.12% | No change | 6,705 | $259K |
| Prairiewood Capital, LLC | 0.09% | New | 6,692 | $258K |
| Milestone Asset Management Group, LLC | 0.16% | Add +4.0% | 6,672 | $257K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $257K |
| Ridgecrest Wealth Partners, LLC | 0.11% | No change | 6,544 | $252K |
| Ironwood Financial, llc | 0.04% | Add +0.6% | 6,509 | $251K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $250K |
| Innealta Capital, LLC | 0.12% | No change | 6,452 | $249K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $248K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 6,422 | $248K |
| Rothschild Investment LLC | 0.01% | No change | 6,374 | $246K |
| Silver Lake Advisory, LLC | 0.10% | Reduce -15.0% | 6,270 | $242K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.1% | 6,259 | $241K |
| Huntleigh Advisors, Inc. | 0.04% | New | 6,253 | $241K |
| WMG Financial Advisors, LLC | 0.08% | No change | 6,199 | $239K |
| Optivise Advisory Services LLC | 0.14% | Reduce -3.9% | 6,197 | $239K |
| Black Diamond Financial, LLC | 0.03% | New | 6,175 | $238K |
| XTX Topco Ltd | 0.01% | Reduce -48.8% | 6,148 | $237K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.4% | 6,143 | $237K |
| CX Institutional | 0.01% | Add +176.9% | 6,125 | $236K |
| SpringVest Wealth Management LLC | 0.17% | No change | 6,068 | $234K |
| Ryan Investment Management, Inc. | 0.13% | No change | 6,009 | $232K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,000 | $231K |
| Legacy Wealth Management, LLC | 0.01% | No change | 5,951 | $230K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 5,888 | $227K |
| Traynor Capital Management, Inc. | 0.01% | New | 5,885 | $227K |
| BlueChip Wealth Advisors LLC | 0.10% | No change | 5,811 | $224K |
| L.K. Benson & Company, P.C. | 0.12% | New | 5,670 | $219K |
| Elk River Wealth Management LLC | 0.04% | No change | 5,661 | $218K |
| Sheets Smith Wealth Management | 0.02% | Add +0.3% | 5,636 | $217K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -0.0% | 5,623 | $217K |
| Belpointe Asset Management LLC | 0.01% | Reduce -21.4% | 5,602 | $216K |
| Altura Wealth Advisors Inc. | 0.10% | New | 5,595 | $216K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $215K |
| Operose Advisors LLC | 0.05% | No change | 5,557 | $214K |
| Trilogy Capital Inc. | 0.01% | New | 5,516 | $213K |
| Sheets Smith Investment Management | 0.14% | New | 5,508 | $212K |
| PVG Asset Management Corp. | 0.78% | New | 5,508 | $212K |
| Flagship Private Wealth, LLC | 0.09% | New | 5,500 | $212K |
| Group One Trading LLC | 0.01% | New | 5,500 | $212K |
| Lathrop Investment Management Co. | 0.04% | New | 5,502 | $212K |
| Goepper Burkhardt LLC | 0.07% | Reduce -4.2% | 5,452 | $210K |
| RiverFront Investment Group, LLC | 0.00% | New | 5,446 | $210K |
| Well Done, LLC | 0.04% | New | 5,437 | $210K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 5,429 | $209K |
| Opus Capital Group, LLC | 0.02% | New | 5,395 | $208K |
| Lion Street Advisors, LLC | 0.07% | Reduce -79.0% | 7,356 | $207K |
| CWC Advisors, LLC. | 0.10% | New | 5,347 | $206K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -53.5% | 5,293 | $204K |
| Orrstown Financial Services Inc. | 0.03% | New | 5,288 | $204K |
| Levin Capital Strategies, L.P. | 0.02% | New | 5,250 | $202K |
| Permanent Capital Management, LP | 0.04% | — | 5,250 | $202K |
| Ridgewood Investments LLC | 0.08% | No change | 5,213 | $201K |
| New Millennium Group LLC | 0.09% | Reduce -0.2% | 5,203 | $201K |
| Rossby Financial, LCC | 0.06% | Reduce -9.6% | 4,722 | $183K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $173K |
| Glenmede Investment Management, LP | 0.00% | No change | 4,380 | $169K |
| McIlrath & Eck, LLC | 0.02% | No change | 4,034 | $156K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $150K |
| Bokf, NA | 0.00% | No change | 3,728 | $144K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,685 | $142K |
| CoreFirst Bank & Trust | 0.08% | Reduce -36.7% | 3,680 | $142K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,605 | $139K |
| Abound Wealth Management | 0.03% | Add +209.8% | 3,516 | $136K |
| Fortitude Family Office, LLC | 0.03% | Reduce -29.3% | 3,333 | $129K |
| Kings Path Partners LLC | 0.05% | Reduce -33.0% | 3,267 | $126K |
| Investors Research Corp | 0.02% | No change | 3,135 | $121K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 3,087 | $119K |
| Global Wealth Strategies & Associates | 0.03% | Reduce -5.3% | 3,019 | $116K |
| Gables Capital Management Inc. | 0.05% | No change | 3,000 | $116K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $116K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,855 | $110K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $102K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $102K |
| Franklin Resources Inc. | 0.00% | Reduce -24.6% | 2,600 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +647.5% | 2,422 | $93K |
| JNBA Financial Advisors | 0.01% | No change | 2,363 | $91K |
| Nalls Sherbakoff Group, LLC | 0.06% | Add +2.4% | 2,225 | $86K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Add +3080.6% | 2,131 | $82K |
| Copia Wealth Management | 0.05% | Reduce -13.6% | 1,910 | $74K |
| Howe & Rusling Inc. | 0.01% | Reduce -9.8% | 1,907 | $74K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -11.4% | 1,863 | $72K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $67K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,545 | $60K |
| Sittner & Nelson, LLC | 0.02% | Reduce -87.9% | 1,497 | $58K |
| Ancora Advisors LLC | 0.00% | Add +30.7% | 1,401 | $54K |
| Spire Wealth Management | 0.00% | No change | 1,215 | $47K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $41K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $39K |
| Team Financial Group, LLC | 0.02% | No change | 975 | $38K |
| BankPlus Trust Department | 0.01% | No change | 836 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $32K |
| Turning Point Benefit Group, Inc. | 0.02% | New | 800 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +49.5% | 749 | $29K |
| Trust Co. of Vermont | 0.00% | New | 740 | $29K |
| Evensky & Katz LLC | 0.00% | Add +0.3% | 651 | $25K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 547 | $21K |
| Parvin Asset Management, LLC | 0.02% | No change | 500 | $19K |
| Mma Asset Management LLC | 0.01% | New | 483 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +0.2% | 473 | $18K |
| Kozak & Associates, Inc. | 0.00% | New | 347 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -2.5% | 309 | $12K |
| Archer Investment Corp | 0.00% | No change | 308 | $12K |
| Spurstone Advisory Services, LLC | 0.14% | No change | 252 | $10K |
| Quent Capital, LLC | 0.00% | New | 249 | $10K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 169 | $7K |
| TOWER TRUST & INVESTMENT Co | 0.00% | New | 151 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.6% | 96 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -98.7% | 27 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | New | 26 | $1K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
| Manning & Napier Advisors LLC | 0.00% | New | 24 | $926 |
| Family Manage LLC | 0.00% | New | 3 | $116 |
"% 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.