Dimensional US Core Equity 2DFACETF
13F holders, Q4 2025 (December 31)1,159holders +111
59new positions
32sold out
2famous investors
$39.53avg. 13F price*
At the end of Q4 2025, 1,159 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 111 from Q3 2025. 59 opened new positions and 32 sold out. The largest holders were Mercer Global Advisors Inc. ($2.5B), Focus Partners Wealth ($1.7B) and Forum Financial Management, LP ($1.6B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $54.8M |
| Exits | 32 | $41.5M |
All 13F filers, Q3 2025 → Q4 2025: 45,744,403 shares bought and 15,623,650 shares sold, net +30,120,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,159 holders
| Mercer Global Advisors Inc. | 3.88% | Add +5.1% | 64,358,203 | $2.5B |
| Focus Partners Wealth | 1.93% | Add +0.4% | 42,704,909 | $1.7B |
| Forum Financial Management, LP | 21.15% | Add +2.6% | 41,068,700 | $1.6B |
| LPL Financial LLC | 0.19% | Add +1.4% | 17,742,346 | $702.4M |
| Focus Partners Advisor Solutions, LLC | 7.74% | Add +42.8% | 15,939,127 | $631.0M |
| Apella Capital, LLC | 10.89% | Add +2.9% | 13,914,954 | $550.9M |
| Greenspring Advisors, LLC | 32.19% | Add +74.3% | 13,253,011 | $524.7M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -5.8% | 12,092,107 | $478.7M |
| Rockwood Wealth Management, LLC | 34.24% | Add +5.2% | 11,598,734 | $459.2M |
| Plancorp, LLC | 12.48% | Reduce -1.7% | 10,428,380 | $412.9M |
| SJS Investment Consulting Inc. | 45.64% | Add +1.4% | 9,111,768 | $360.7M |
| Geometric Wealth Advisors | 43.65% | Add +0.8% | 8,570,969 | $339.3M |
| Savant Capital, LLC | 1.81% | Add +8.6% | 8,024,961 | $317.7M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -7.9% | 7,956,573 | $315.0M |
| Wealthspire Advisors, LLC | 2.37% | Reduce -2.0% | 7,522,835 | $297.8M |
| Monograph Wealth Advisors, LLC | 26.01% | Add +1.7% | 6,689,376 | $264.8M |
| Symmetry Partners, LLC | 15.23% | Add +62.6% | 6,500,481 | $257.4M |
| Beacon Pointe Advisors, LLC | 1.66% | Add +6.3% | 5,975,927 | $236.6M |
| Allworth Financial LP | 0.97% | Add +2.4% | 5,963,230 | $236.1M |
| HighTower Advisors, LLC | 0.25% | Reduce -3.4% | 5,738,089 | $227.2M |
| Capstone Financial Advisors, Inc. | 11.56% | Add +1.8% | 5,480,371 | $217.0M |
| Bank of America Corp. | 0.02% | Add +7.6% | 5,335,077 | $211.2M |
| Jackson Thornton Wealth Management, LLC | 18.54% | Add +0.2% | 4,844,024 | $196.1M |
| Modera Wealth Management, LLC | 2.22% | Reduce -3.0% | 4,848,102 | $191.9M |
| GeoWealth Management, LLC | 7.07% | Add +2.4% | 4,843,821 | $191.8M |
| Vestmark Advisory Solutions, Inc. | 2.56% | Add +3.6% | 4,789,246 | $189.6M |
| Awm Capital, LLC | 17.08% | Add +1.0% | 4,753,661 | $188.2M |
| Baird Financial Group, Inc. | 0.29% | Add +1.6% | 4,641,003 | $183.7M |
| Raymond James Financial Inc. | 0.06% | Add +30.3% | 4,556,413 | $180.4M |
| Heritage Financial Services, LLC | 14.94% | Reduce -2.2% | 4,520,404 | $179.0M |
| Corient Private Wealth LP | 0.24% | Add +132.2% | 4,517,743 | $178.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 26.08% | Add +115.3% | 4,365,195 | $176.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -1.4% | 4,346,500 | $176.0M |
| Asset Dedication, LLC | 11.31% | Add +2.1% | 4,350,772 | $172.2M |
| TFO Wealth Partners, LLC | 25.22% | Add +3.7% | 4,256,625 | $168.5M |
| Pure Financial Advisors, LLC | 2.52% | Reduce -1.3% | 4,249,910 | $168.3M |
| Stratos Investment Management, LLC | 6.45% | Add +2.6% | 4,064,248 | $160.9M |
| Austin Asset Management Co Inc | 27.30% | Reduce -1.2% | 4,033,193 | $159.7M |
| Evanson Asset Management, LLC | 8.55% | Add +0.3% | 4,002,215 | $158.4M |
| Cerity Partners LLC | 0.23% | Reduce -1.1% | 3,995,456 | $158.2M |
| Cardiff Park Advisors, LLC | 12.93% | Reduce -3.5% | 3,965,406 | $157.0M |
| OneDigital Investment Advisors LLC | 1.53% | Add +9.3% | 3,939,898 | $156.0M |
| Mariner, LLC | 0.18% | Add +1.7% | 3,764,666 | $149.0M |
| DecisionPoint Financial, LLC | 32.63% | Add +5.8% | 3,745,838 | $148.3M |
| McGlone Suttner Wealth Management, Inc. | 19.94% | Add +0.9% | 3,744,276 | $148.2M |
| Triune Financial Partners, LLC | 34.52% | Reduce -0.7% | 3,630,425 | $147.7M |
| JFS Wealth Advisors, LLC | 8.31% | Add +8.0% | 3,726,135 | $147.5M |
| Burton Enright Welch | 20.50% | Add +4.2% | 3,678,371 | $145.6M |
| Onyx Financial Advisors, LLC | 60.88% | Add +1.1% | 3,627,314 | $143.6M |
| Osaic Holdings, Inc. | 0.21% | Add +3.2% | 3,617,152 | $143.2M |
| United Wealth Management, LLC | 36.97% | Add +1.9% | 3,609,921 | $142.9M |
| Park Avenue Securities LLC | 1.20% | Add +6.6% | 3,575,791 | $141.6M |
| Rockbridge Investment Management, LCC | 12.99% | Add +4.3% | 3,528,811 | $139.7M |
| von Borstel & Associates, Inc. | 31.78% | Add +0.4% | 3,424,288 | $135.6M |
| Financial Plan, Inc. | 15.17% | — | 3,337,061 | $132.1M |
| Zhang Financial LLC | 4.90% | Add +0.9% | 3,321,411 | $131.5M |
| Betterment LLC | 0.25% | Add +3.3% | 3,271,394 | $129.5M |
| Syverson Strege & Co | 30.23% | Reduce -0.9% | 3,225,954 | $127.7M |
| Royal Bank of Canada | 0.02% | Reduce -1.1% | 3,110,653 | $123.2M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -3.4% | 3,066,683 | $121.4M |
| Conrad Siegel Investment Advisors, Inc. | 22.76% | Reduce -1.1% | 3,031,043 | $120.0M |
| Core Wealth Management, Inc. | 37.35% | Reduce -0.4% | 3,028,721 | $119.9M |
| Millburn Ridgefield LLC | 2.77% | No change | 2,939,529 | $116.4M |
| Catalyst Capital Advisors LLC | 2.39% | No change | 2,939,529 | $116.4M |
| BCU Wealth Advisors, LLC | 44.02% | Add +3.1% | 2,905,716 | $115.0M |
| Altiora Financial Group, LLC | 19.80% | Reduce -2.1% | 2,901,645 | $114.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.70% | Reduce -29.8% | 2,826,409 | $111.9M |
| BetterWealth, LLC | 25.29% | Add +0.9% | 2,801,085 | $110.9M |
| Private Advisor Group, LLC | 0.51% | Add +7.5% | 2,749,527 | $108.9M |
| RAM Investment Partners, LLC | 19.56% | Add +0.3% | 2,731,780 | $108.2M |
| Integrity Advisory Solutions, LLC | 15.54% | Add +10.0% | 2,725,874 | $107.9M |
| New Capital Management LP | 26.46% | Add +0.3% | 2,660,860 | $105.3M |
| Warwick Investment Management, Inc. | 15.90% | Add +6.6% | 2,606,340 | $103.2M |
| HFM Investment Advisors, LLC | 39.97% | Add +1.2% | 2,582,955 | $102.3M |
| Integrated Wealth Concepts LLC | 1.20% | Reduce -16.4% | 2,558,844 | $101.3M |
| Eaton-Cambridge Inc. | 33.18% | Add +1.5% | 2,554,389 | $101.1M |
| Meridian Wealth Partners, LLC | 13.57% | Reduce -6.2% | 2,487,016 | $98.5M |
| NewEdge Advisors, LLC | 0.36% | Reduce -20.2% | 2,484,271 | $98.4M |
| Porter White Investment Advisors, Inc. | 39.30% | Reduce -0.7% | 2,420,584 | $95.8M |
| Creative Planning | 0.07% | Add +3.2% | 2,417,020 | $95.7M |
| Integrity Alliance, Llc. | 3.48% | Add +7.2% | 2,403,802 | $95.2M |
| Prudent Man Investment Management, Inc. | 31.74% | Add +59.1% | 2,383,883 | $94.4M |
| LRI Investments, LLC | 7.44% | Reduce -2.0% | 2,333,788 | $92.4M |
| Ruedi Wealth Management, Inc. | 24.21% | Add +7.9% | 2,333,207 | $92.4M |
| Heritage Investment Group, Inc. | 13.91% | Add +3.9% | 2,308,426 | $91.4M |
| Assetmark, Inc. | 0.18% | Reduce -1.0% | 2,288,888 | $90.6M |
| ARK & TLK Investments, LLC | 24.91% | Add +10.9% | 2,287,320 | $90.6M |
| TCI Wealth Advisors, Inc. | 4.93% | Add +8.0% | 2,259,558 | $89.5M |
| ShankerValleau Wealth Advisors, Inc. | 23.88% | Reduce -1.6% | 2,225,592 | $88.1M |
| Safeguard Investment Advisory Group, LLC | 22.09% | Reduce -5.0% | 2,180,942 | $86.3M |
| SC&H Financial Advisors, Inc. | 13.31% | Add +2.2% | 2,173,247 | $86.0M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -0.4% | 2,172,109 | $86.0M |
| Verisail Partners, LLC | 35.30% | Reduce -0.3% | 2,170,862 | $85.9M |
| Keb Asset Management, LLC | 17.02% | Add +3.5% | 2,121,369 | $84.0M |
| Grand Wealth Management, LLC | 37.44% | Add +2.9% | 2,085,651 | $82.6M |
| Sax Wealth Advisors, LLC | 3.83% | Reduce -0.9% | 2,054,917 | $81.4M |
| Warburton Capital Management, LLC | 45.47% | Reduce -0.1% | 2,033,971 | $80.5M |
| Sensible Money, LLC | 25.67% | Add +2.8% | 2,030,499 | $80.4M |
| Monument Group Wealth Advisors, LLC | 42.47% | Add +1.3% | 1,968,050 | $77.9M |
| Parkshore Wealth Management, Inc. | 29.04% | Add +6.6% | 1,953,753 | $77.3M |
| Planning Center, Inc. | 7.77% | Reduce -7.2% | 1,921,660 | $76.1M |
| Vance Wealth, LLC | 22.41% | Add +4.7% | 1,905,792 | $75.5M |
| Brighton Jones LLC | 2.76% | Reduce -2.1% | 1,887,933 | $74.7M |
| Master's Wealth Management Inc. | 26.69% | Add +6.2% | 1,874,718 | $74.2M |
| Cetera Investment Advisers | 0.08% | Add +33.1% | 1,861,113 | $73.7M |
| Andrews, Lucia Wealth Management LLC | 43.51% | Reduce -0.3% | 1,848,865 | $73.2M |
| Mattern Wealth Management LLC | 13.97% | Add +1.7% | 1,833,381 | $72.6M |
| HB Wealth Management, LLC | 0.47% | Reduce -0.9% | 1,819,746 | $72.0M |
| Capstone Capital LLC | 46.70% | Add +5.4% | 1,815,402 | $71.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.08% | Reduce -2.4% | 1,799,605 | $71.2M |
| One Degree Advisors Inc | 19.58% | Add +0.6% | 1,799,272 | $71.2M |
| Baker Boyer National Bank | 21.36% | Reduce -1.2% | 1,787,342 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 1,739,921 | $68.9M |
| WorthPointe, LLC | 17.92% | Reduce -1.2% | 1,723,318 | $68.2M |
| Maseco LLP | 2.95% | Add +15.6% | 1,714,096 | $67.9M |
| Straight Path Wealth Management | 18.17% | Add +5.5% | 1,702,126 | $67.4M |
| Shearwater Capital LLC | 38.46% | Reduce -0.1% | 1,692,313 | $67.0M |
| Chico Wealth RIA | 43.44% | Add +1.8% | 1,684,338 | $66.7M |
| Claris Advisors, LLC / Mo / | 19.88% | Reduce -1.4% | 1,647,505 | $65.2M |
| Tillman Hartley LLC | 16.31% | Reduce -3.4% | 1,641,700 | $65.0M |
| Orion Porfolio Solutions, LLC | 0.47% | Add +3.5% | 1,615,975 | $64.0M |
| Smartleaf Asset Management LLC | 2.42% | Add +602.8% | 1,598,205 | $63.8M |
| Discipline Wealth Solutions, LLC | 11.74% | Add +42.5% | 1,600,389 | $63.4M |
| Comerica Bank | 0.25% | Reduce -2.1% | 1,600,324 | $63.4M |
| Creative Capital Management Investments LLC | 18.93% | Add +1.2% | 1,584,561 | $62.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.18% | Reduce -7.2% | 1,582,714 | $62.7M |
| Financial Symmetry Inc | 25.52% | Add +3.9% | 1,580,617 | $62.6M |
| Foundations Investment Advisors, LLC | 0.82% | Add +125.9% | 1,579,638 | $62.5M |
| Ballentine Capital Advisors, Inc | 25.84% | Add +1.9% | 1,549,891 | $61.4M |
| Wealthcare Advisory Partners LLC | 1.21% | Add +2.0% | 1,548,995 | $61.3M |
| Perigon Wealth Management, LLC | 1.09% | Reduce -1.3% | 1,544,016 | $61.1M |
| Glassman Wealth Services | 8.17% | Add +1.5% | 1,528,980 | $60.5M |
| AQR Capital Management | 0.03% | Add +33.5% | 1,507,675 | $59.7M |
| Earned Wealth Advisors, LLC | 4.14% | Reduce -1.6% | 1,475,990 | $58.4M |
| Morton Capital Management LLC | 8.63% | Add +4.3% | 1,418,804 | $56.2M |
| Strathmore Capital Advisors, Inc. | 18.29% | Add +21.6% | 1,409,282 | $55.8M |
| Grunden Financial Advisory, Inc. | 21.36% | Reduce -2.4% | 1,380,842 | $54.7M |
| UBS Group AG | 0.01% | Reduce -0.4% | 1,377,498 | $54.5M |
| EP Wealth Advisors, LLC | 0.28% | — | 1,375,525 | $54.5M |
| Aspen Capital Management, LLC | 13.48% | Add +6.0% | 1,375,265 | $54.4M |
| Wealth Advisors Northwest LLC | 24.10% | Add +7.7% | 1,372,781 | $54.3M |
| True Wealth Design, LLC | 15.83% | Reduce -1.4% | 1,364,046 | $54.0M |
| Applied Capital LLC | 20.59% | Add +1.9% | 1,351,505 | $53.5M |
| Passive Capital Management, LLC. | 16.70% | Add +3.6% | 1,348,728 | $53.4M |
| Efficient Advisors, LLC | 3.06% | Reduce -17.2% | 1,326,179 | $52.5M |
| Cypress Point Wealth Management, LLC | 11.29% | Add +3.5% | 1,306,938 | $51.7M |
| Trust Co of the South | 8.21% | Reduce -1.7% | 1,289,418 | $51.0M |
| Northwest Wealth Management, LLC | 7.86% | Reduce -0.8% | 1,261,235 | $49.9M |
| Lauterbach Financial Advisors, LLC | 24.20% | Reduce -1.1% | 1,249,821 | $49.5M |
| RS Crum Inc. | 9.87% | Reduce -0.6% | 1,247,673 | $49.4M |
| Midwest Heritage Bank, FSB | 16.88% | Reduce -0.3% | 1,235,099 | $48.9M |
| Demming Financial Services Corp. | 36.22% | — | 1,216,820 | $48.2M |
| Vannoy Advisory Group, Inc. | 29.56% | Add +0.4% | 1,178,091 | $46.6M |
| Client 1ST Advisory Group, LLC | 14.57% | Reduce -1.4% | 1,174,084 | $46.5M |
| Bayshore Asset Management, LLC | 18.93% | Add +0.8% | 1,171,454 | $46.4M |
| Rather & Kittrell, Inc. | 7.38% | Reduce -1.3% | 1,157,544 | $45.8M |
| FMB Wealth Management | 17.69% | Add +4.7% | 1,132,662 | $44.8M |
| Cherrydale Wealth Management, LLC | 13.59% | Reduce -2.6% | 1,131,138 | $44.8M |
| North Ridge Wealth Advisors, Inc. | 24.90% | Add +3.4% | 1,123,490 | $44.5M |
| Bannerman Wealth Management Group, LLC | 31.53% | Add +0.4% | 1,123,240 | $44.5M |
| Equitable Holdings, Inc. | 0.30% | Add +0.7% | 1,094,430 | $43.3M |
| Red Lighthouse Investment Management, LLC | 15.16% | Reduce -1.0% | 1,070,079 | $42.4M |
| Vestment Financial LLC | 21.89% | Add +2.9% | 1,037,532 | $42.2M |
| Abel Hall, LLC | 9.79% | Add +2.4% | 1,058,653 | $41.9M |
| Squire Investment Management Company, LLC | 12.58% | Add +2.0% | 1,050,100 | $41.6M |
| Momentous Wealth Management, Inc. | 23.45% | Add +24.2% | 1,044,688 | $41.4M |
| Farther Finance Advisors, LLC | 0.44% | Add +71.9% | 1,042,266 | $41.3M |
| Capstone Wealth Management, Inc. | 35.94% | — | 1,034,677 | $41.0M |
| Platform Wealth Management, LLC | 10.87% | — | 1,032,484 | $40.9M |
| Cahill Financial Advisors Inc. | 4.47% | Add +27.3% | 1,032,480 | $40.9M |
| Johnson Wealth Management, LLC | 20.12% | Add +15.1% | 1,021,161 | $40.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -32.5% | 1,014,430 | $40.2M |
| Vantage Point Financial LLC | 13.95% | Add +7.7% | 985,172 | $39.0M |
| Vested Financial Planning, LLC | 29.95% | Add +0.7% | 982,386 | $38.9M |
| MML Investors Services, LLC | 0.09% | Add +2.3% | 978,602 | $38.7M |
| Mills Wealth Advisors LLC | 15.16% | Add +4.0% | 970,963 | $38.4M |
| Cardinal Point Capital Management ULC | 2.51% | Add +3.8% | 969,697 | $38.4M |
| Trellis Wealth Advisors LLC | 14.80% | Reduce -6.0% | 955,750 | $37.8M |
| IFG Advisory, LLC | 1.65% | Reduce -1.9% | 954,564 | $37.8M |
| Dopkins Wealth Management, LLC | 15.31% | Add +0.0% | 946,601 | $37.5M |
| Parker Financial LLC | 15.18% | Reduce -1.1% | 945,085 | $37.4M |
| Arcadia Wealth Management, Inc. | 21.37% | Add +0.2% | 940,985 | $37.3M |
| Pandowealth. LLC | 34.11% | — | 938,620 | $37.2M |
| Private Wealth Management Group, LLC | 9.88% | Add +0.6% | 934,536 | $37.0M |
| Rachor Investment Advisory Services, LLC | 19.58% | — | 932,059 | $36.9M |
| Watchman Group, Inc. | 8.79% | Reduce -0.1% | 930,471 | $36.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.66% | Add +1.3% | 930,282 | $36.8M |
| XY Planning Network, Inc. | 6.33% | Add +101.0% | 917,707 | $36.3M |
| DiNuzzo Private Wealth, Inc. | 3.91% | Reduce -1.8% | 907,983 | $35.9M |
| Schulz Wealth, LTD. | 22.81% | Add +2.8% | 899,072 | $35.6M |
| Lutz Financial Services LLC | 2.42% | Add +7.2% | 896,946 | $35.5M |
| Chicago Partners Investment Group LLC | 0.86% | Reduce -2.1% | 862,871 | $35.0M |
| B&D White Capital Company, LLC | 4.01% | Add +0.6% | 875,107 | $34.6M |
| BCO Wealth Management LLC | 20.75% | Add +4.2% | 854,456 | $33.8M |
| HTG Investment Advisors, Inc. | 10.37% | Add +5.2% | 852,380 | $33.7M |
| Versant Capital Management, Inc | 4.20% | Add +13.3% | 845,890 | $33.5M |
| Captrust Financial Advisors | 0.06% | Reduce -0.3% | 839,263 | $33.2M |
| Truist Financial Corp. | 0.04% | Reduce -1.0% | 827,986 | $32.8M |
| Babb Wealth Advisors LLC | 18.23% | Add +10.8% | 815,566 | $32.3M |
| JP Wealth Management, Inc. | 22.65% | Reduce -2.3% | 809,294 | $32.0M |
| UMB Bank, n.a. | 0.43% | Reduce -0.2% | 807,793 | $32.0M |
| Peirce Capital Management, LLC | 12.69% | Reduce -1.3% | 805,384 | $31.9M |
| Liberty Wealth Management LLC | 4.11% | Reduce -4.8% | 804,494 | $31.8M |
| MilWealth Group LLC | 7.53% | Reduce -0.2% | 799,156 | $31.6M |
| Quarry Hill Advisors, LLC | 14.65% | Add +5.0% | 796,184 | $31.5M |
| Raffa Wealth Management, LLC | 4.84% | Add +0.4% | 794,997 | $31.5M |
| Beacon Financial Strategies CORP | 17.47% | No change | 790,195 | $31.3M |
| marrick wealth, LLC | 25.61% | — | 790,116 | $31.3M |
| Quantinno Capital Management LP | 0.06% | Add +75.8% | 780,809 | $30.9M |
| Old Peak Finance LLC | 19.05% | — | 779,444 | $30.9M |
| Pacific Asset Management, LLC | 18.22% | Add +1.8% | 766,407 | $30.3M |
| Bridge Generations Wealth Management LLC | 18.59% | Reduce -0.7% | 758,615 | $30.0M |
| SageOak Financial, LLC | 21.61% | Reduce -2.0% | 754,119 | $29.9M |
| Wheels Up Wealth, Inc. | 27.70% | — | 751,008 | $29.7M |
| Fiduciary Financial Group, LLC | 4.19% | Add +5.1% | 749,732 | $29.7M |
| Phillips Financial Management, LLC | 1.89% | Reduce -2.2% | 741,779 | $29.4M |
| Wolfstich Capital, LLC | 26.94% | Add +83.9% | 738,437 | $29.2M |
| Cloud Capital Management, LLC | 13.79% | Add +9.6% | 737,116 | $29.2M |
| Dynamic Advisor Solutions LLC | 0.93% | Reduce -37.2% | 734,073 | $29.1M |
| New Dimensions Wealth Management, LLC | 24.70% | Reduce -1.1% | 729,752 | $28.9M |
| Mather Group, Llc. | 0.30% | Reduce -1.0% | 726,382 | $28.8M |
| Robertson Stephens Wealth Management, LLC | 0.81% | Reduce -0.7% | 724,680 | $28.7M |
| Aurelius Family Office LLC | 12.23% | Reduce -1.2% | 708,356 | $28.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.51% | Reduce -0.1% | 715,356 | $28.3M |
| SwitchPoint Financial Planning, LLC | 19.79% | Add +1.5% | 713,645 | $28.3M |
| Aspen Wealth Management LLC | 5.89% | Reduce -4.8% | 708,683 | $28.1M |
| RCS Financial Planning, LLC | 12.05% | Reduce -5.0% | 706,410 | $28.0M |
| American Capital Advisory, LLC | 12.11% | Reduce -2.1% | 703,849 | $27.9M |
| ABLE Financial Group, LLC | 5.65% | Add +3.7% | 703,042 | $27.8M |
| Outbound Financial Inc | 21.53% | Add +4.8% | 698,559 | $27.7M |
| Two Sigma Investments, LP | 0.04% | Reduce -52.4% | 696,900 | $27.6M |
| EverSource Wealth Advisors, LLC | 1.01% | Reduce -5.9% | 690,258 | $27.3M |
| Mission Wealth Management, LP | 0.56% | Add +27.6% | 689,181 | $27.3M |
| AdvisorNet Financial, Inc | 1.45% | Reduce -2.0% | 687,201 | $27.2M |
| Longview Financial Advisors LLC | 15.00% | Reduce -0.5% | 687,034 | $27.2M |
| Generations Wealth, LLC | 27.40% | — | 676,317 | $26.8M |
| LifeGuide Financial Advisors, LLC | 8.86% | Add +8.2% | 670,853 | $26.7M |
| Savvy Advisors, Inc. | 0.86% | Add +8.9% | 669,772 | $26.5M |
| Scratch Capital LLC | 16.77% | Add +6.9% | 647,416 | $25.6M |
| Financial Harvest, LLC | 15.70% | Add +4.8% | 642,432 | $25.4M |
| Rehmann Capital Advisory Group | 1.32% | Reduce -1.4% | 641,167 | $25.4M |
| Financial Alternatives, Inc | 14.74% | Add +2.2% | 640,550 | $25.4M |
| Retirement Solution LLC | 5.46% | Add +8.2% | 622,843 | $24.7M |
| Wealth Management Strategies, Inc. | 11.17% | Add +4.3% | 612,771 | $24.3M |
| N.E.W. Advisory Services LLC | 1.78% | Add +2.0% | 607,176 | $24.0M |
| Investment Advisory Group, LLC | 6.09% | Add +2.3% | 597,596 | $23.7M |
| Cambridge Financial Group, LLC | 8.19% | Reduce -1.3% | 678,784 | $23.6M |
| Cwm, LLC | 0.06% | Add +2.2% | 595,143 | $23.6M |
| CFS Investment Advisory Services, LLC | 1.70% | Add +6.8% | 588,905 | $23.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 585,019 | $23.2M |
| Geneos Wealth Management Inc. | 0.56% | Reduce -2.5% | 579,442 | $22.9M |
| Optimus Capital Advisors, LLC | 13.15% | — | 567,340 | $22.5M |
| Legacy Financial Group, Inc. | 5.76% | Reduce -0.8% | 554,892 | $22.0M |
| Parkwoods Wealth Partners, LLC | 6.42% | Add +4.9% | 551,249 | $21.8M |
| Signature Resources Capital Management, LLC | 11.01% | Add +5.6% | 550,052 | $21.8M |
| Cogent Strategic Wealth LLC | 23.64% | — | 533,715 | $21.7M |
| Hutchens & Kramer Investment Management Group, LLC | 7.43% | Reduce -2.4% | 542,967 | $21.5M |
| Pinnacle Financial Group, LLC / IL | 6.23% | Add +1.2% | 542,531 | $21.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.58% | — | 539,324 | $21.4M |
| Vistica Wealth Advisors, LLC | 21.12% | — | 535,865 | $21.2M |
| Kilner Capital Advisors, LLC | 20.07% | — | 530,877 | $21.0M |
| Visionary Wealth Advisors | 0.95% | Add +11.7% | 529,844 | $21.0M |
| Merit Financial Group, LLC | 0.17% | Reduce -7.4% | 527,299 | $20.9M |
| Corus Family Wealth Advisors | 16.62% | Add +5.8% | 525,961 | $20.8M |
| Hill Investment Group Partners, LLC | 2.43% | Reduce -15.2% | 515,960 | $20.4M |
| tru Independence LLC | 5.07% | Add +5.8% | 508,034 | $20.1M |
| Approach Retirement Advisors, LLC | 17.29% | — | 506,806 | $20.1M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 505,370 | $20.0M |
| Trajan Wealth LLC | 0.82% | Reduce -3.1% | 499,485 | $19.8M |
| JDH Wealth Management, LLC | 13.48% | Add +0.0% | 496,744 | $19.7M |
| Stifel Financial Corp. | 0.02% | Add +8.2% | 487,307 | $19.3M |
| Kane Co Wealth Management, Inc. | 16.88% | — | 483,347 | $19.1M |
| Daner Wealth Management, LLC | 11.64% | Reduce -0.7% | 460,238 | $19.0M |
| CVA Family Office, LLC | 2.13% | Add +0.5% | 468,583 | $18.6M |
| Simplicity Wealth,LLC | 1.10% | Reduce -2.1% | 466,734 | $18.5M |
| Vestia Personal Wealth Advisors | 9.17% | Add +7.4% | 453,922 | $18.0M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -0.1% | 455,552 | $18.0M |
| Keudell/Morrison Wealth Management | 3.76% | — | 452,125 | $17.9M |
| Acorn Wealth Advisors, LLC | 5.28% | Add +78.8% | 447,300 | $17.7M |
| Tru Independence Asset Management 2, LLC | 11.08% | Add +4.1% | 447,143 | $17.7M |
| PW Advisors, LLC \ FL | 13.95% | — | 438,998 | $17.4M |
| Root Financial Partners, LLC | 0.87% | Reduce -16.5% | 426,588 | $16.9M |
| E6 Portfolios, LLC | 19.24% | — | 424,818 | $16.8M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +6.9% | 424,183 | $16.8M |
| Cravens & Co Advisors, LLC | 10.95% | Add +2.0% | 411,210 | $16.7M |
| Entrust Financial LLC | 12.34% | — | 419,537 | $16.6M |
| Riverchase Wealth Management, LLC | 9.02% | Reduce -0.8% | 419,405 | $16.6M |
| Firethorn Wealth Partners, LLC | 6.01% | Add +0.1% | 405,767 | $16.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -22.3% | 402,832 | $15.9M |
| Silver Oak Advisory Group, Inc. | 7.17% | Add +0.6% | 400,421 | $15.9M |
| Aerodigm Wealth, LLC | 6.10% | Reduce -2.2% | 399,223 | $15.8M |
| Summit Wealth Group, LLC | 3.65% | Reduce -1.4% | 394,752 | $15.6M |
| Bessemer Group Inc. | 0.02% | Add +2691.3% | 394,043 | $15.6M |
| Capstone Wealth Management, LLC | 11.32% | Reduce -0.1% | 391,703 | $15.5M |
| Vise Technologies, Inc. | 0.30% | Add +1667.7% | 391,198 | $15.5M |
| Sensenig Capital Advisors, Inc | 15.70% | — | 390,151 | $15.4M |
| Regions Financial Corp. | 0.10% | Reduce -0.3% | 387,820 | $15.4M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +5.3% | 378,452 | $15.0M |
| Five Oceans Advisors | 5.25% | Add +0.4% | 375,157 | $14.9M |
| FMR LLC | 0.00% | Add +13.2% | 372,256 | $14.7M |
| Diversify Wealth Management, LLC | 0.68% | Reduce -7.3% | 359,960 | $14.6M |
| Integrated Advisors Network LLC | 0.64% | Reduce -0.8% | 366,525 | $14.5M |
| Pollock Investment Advisors, LLC | 10.47% | Add +123.5% | 359,703 | $14.2M |
| Nwam LLC | 0.79% | Reduce -0.3% | 352,616 | $14.1M |
| CreativeOne Wealth, LLC | 0.33% | Add +1.1% | 345,912 | $13.7M |
| Foundry Financial LLC | 7.18% | — | 345,417 | $13.7M |
| Hassell Wealth Management, LLC | 4.54% | Reduce -4.8% | 333,783 | $13.6M |
| Austin Wealth Management, LLC | 1.99% | Reduce -11.1% | 332,572 | $13.4M |
| Austin Private Wealth, LLC | 0.99% | Add +4.2% | 332,981 | $13.2M |
| Two West Capital Advisors LLC | 7.64% | Add +1.8% | 332,128 | $13.1M |
| Arax Advisory Partners | 0.38% | New | 330,859 | $13.1M |
| Oceanside Advisors LLC | 7.91% | Reduce -0.3% | 329,564 | $13.0M |
| Family Office Research LLC | 5.31% | Reduce -1.6% | 324,951 | $13.0M |
| Winthrop Advisory Group LLC | 1.08% | Reduce -2.2% | 322,510 | $12.8M |
| Donalies Financial Planning, LLC | 10.85% | — | 321,727 | $12.7M |
| Aspiriant, LLC | 0.36% | Add +0.0% | 320,175 | $12.7M |
| McLean Asset Management Corp | 2.27% | Reduce -2.1% | 311,615 | $12.6M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -3.6% | 313,313 | $12.4M |
| Melfa Wealth Management, Inc. | 7.12% | Reduce -0.8% | 312,016 | $12.4M |
| Cherry Tree Wealth Management, LLC | 2.60% | Reduce -1.8% | 311,253 | $12.3M |
| Apollon Financial, LLC | 1.78% | Add +11.8% | 309,507 | $12.3M |
| McCartney Wealth Management LLC | 10.55% | — | 308,747 | $12.2M |
| Waterfront Wealth Inc. | 2.30% | Add +0.1% | 296,768 | $12.1M |
| Tandemgrowth Financial Advisors LLC | 10.55% | — | 305,252 | $12.1M |
| Great Lakes Retirement, Inc. | 1.26% | Reduce -1.3% | 305,250 | $12.1M |
| Cedar Wealth Management, LLC | 3.58% | No change | 302,298 | $12.0M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -27.5% | 301,378 | $11.9M |
| Great Waters Wealth Management | 1.31% | Add +0.5% | 300,851 | $11.9M |
| Ferguson Johnson Wealth Management Inc | 9.87% | — | 299,784 | $11.9M |
| M Holdings Securities, Inc. | 0.85% | Add +0.9% | 298,856 | $11.8M |
| Vigil Wealth Management, LLC | 9.72% | — | 295,213 | $11.7M |
| Forthright Family Wealth Advisory LLC | 7.30% | Add +2.0% | 293,543 | $11.6M |
| SageView Advisory Group, LLC | 0.39% | Reduce -2.6% | 292,990 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1986.2% | 290,879 | $11.5M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -67.6% | 290,006 | $11.5M |
| Foundation Wealth Management, LLC\PA | 4.13% | Reduce -11.9% | 287,195 | $11.4M |
| Pathstone Holdings, LLC | 0.04% | Add +0.0% | 287,193 | $11.4M |
| WealthSpring Partners, LLC | 11.61% | — | 286,312 | $11.3M |
| Rf&l Wealth Management, LLC | 6.32% | Reduce -0.5% | 284,805 | $11.3M |
| Tortoise Investment Management, LLC | 0.99% | Reduce -2.6% | 284,441 | $11.3M |
| Avion Wealth | 2.32% | Reduce -4.3% | 278,926 | $11.0M |
| Gemmer Asset Management LLC | 0.85% | Add +2.6% | 277,720 | $11.0M |
| Axxcess Wealth Management, LLC | 0.20% | Add +84.8% | 276,967 | $11.0M |
| Hippocratic Financial Advisors, LLC | 4.98% | Reduce -1.2% | 272,913 | $10.8M |
| AssuredPartners Investment Advisors, LLC | 1.58% | Add +5.1% | 268,219 | $10.6M |
| Broadhurst Jeffrey B | 11.02% | — | 268,016 | $10.6M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8.23% | — | 267,062 | $10.6M |
| Conquis Financial LLC | 8.98% | Add +30.0% | 263,702 | $10.4M |
| Red Wave Investments LLC | 3.09% | Reduce -0.8% | 262,428 | $10.4M |
| Heffernan Advisory, Inc. | 9.67% | — | 255,100 | $10.1M |
| Fort Point Capital Partners LLC | 1.22% | Reduce -4.2% | 246,258 | $10.0M |
| Note Advisors, LLC | 5.13% | Add +78.8% | 246,533 | $10.0M |
| Sterling Wealth Management, Inc. | 2.84% | Reduce -5.5% | 251,213 | $9.9M |
| PFG Advisors | 0.47% | Reduce -1.1% | 247,106 | $9.8M |
| Triad Wealth Partners, LLC | 0.91% | Add +12.6% | 242,661 | $9.6M |
| Websterrogers Financial Advisors, LLC | 2.77% | Reduce -0.9% | 240,907 | $9.5M |
| Factor Wealth Management LTD | 2.05% | Add +5.6% | 239,321 | $9.5M |
| Legacy Advisors, LLC | 1.01% | No change | 238,363 | $9.4M |
| Citizens & Northern Corp. | 2.34% | Add +2.4% | 238,023 | $9.4M |
| BDFS Capital LLC | 4.72% | — | 236,084 | $9.3M |
| Sutton Place Investors LLC | 5.10% | Add +0.2% | 234,472 | $9.3M |
| Arista Wealth Management, LLC | 1.14% | Add +0.0% | 233,846 | $9.3M |
| Index Fund Advisors, Inc. | 0.43% | Add +113.9% | 232,355 | $9.2M |
| Professional Financial Solutions LLC | 8.50% | — | 228,982 | $9.1M |
| Poinciana Advisors Group, LLC | 7.00% | Reduce -0.5% | 224,246 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 221,929 | $8.8M |
| Woodside Wealth Management LLC | 6.50% | Add +0.1% | 220,019 | $8.7M |
| Investmark Advisory Group LLC | 3.70% | Reduce -0.8% | 219,652 | $8.7M |
| Freedom Financial Partners LLC | 3.15% | Reduce -0.7% | 218,990 | $8.7M |
| CGN Advisors LLC | 0.67% | Reduce -5.6% | 212,115 | $8.4M |
| Bridgewater Advisors Inc. | 0.54% | Reduce -2.4% | 206,602 | $8.4M |
| VSM Wealth Advisory, LLC | 2.51% | Add +1.0% | 211,021 | $8.4M |
| Optima Capital LLC | 3.51% | Reduce -0.8% | 204,859 | $8.1M |
| Morris Financial Concepts, Inc. | 2.83% | Reduce -0.0% | 203,989 | $8.1M |
| Arnold Financial Planning LLC | 8.29% | — | 203,159 | $8.0M |
| Strategic Investment Solutions, Inc. | 1.93% | Reduce -34.6% | 202,669 | $8.0M |
| Essential Planning, LLC. | 2.53% | Add +30.1% | 200,754 | $7.9M |
| Archford Capital Strategies, LLC | 0.90% | Add +1.7% | 195,698 | $7.7M |
| MB Generational Wealth, LLC | 4.06% | Add +93.6% | 193,836 | $7.7M |
| Berger Financial Group, Inc | 0.44% | Add +3.1% | 192,279 | $7.6M |
| Sei Investments Co. | 0.01% | Add +25.1% | 185,485 | $7.3M |
| Asset Advisory Group, Inc. | 3.66% | — | 185,000 | $7.3M |
| IFG Advisors, LLC | 1.22% | Reduce -0.3% | 184,452 | $7.3M |
| Nicholas Hoffman & Company, LLC. | 0.16% | Reduce -1.5% | 178,814 | $7.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +131.3% | 178,153 | $7.1M |
| Citigroup Inc. | 0.00% | Add +23.8% | 177,832 | $7.0M |
| Global Retirement Partners, LLC | 0.12% | Add +0.3% | 177,130 | $7.0M |
| HMV Wealth Advisors, LLC | 3.49% | Reduce -2.2% | 176,310 | $7.0M |
| Physician Wealth Solutions Inc. | 2.86% | Reduce -17.6% | 170,275 | $6.7M |
| Brown Advisory Inc. | 0.01% | Add +59.7% | 169,362 | $6.7M |
| Kaufman Rossin Wealth, LLC | 3.48% | Reduce -1.0% | 168,990 | $6.7M |
| Transcend Capital Advisors, LLC | 0.52% | Reduce -2.4% | 167,973 | $6.7M |
| Montis Financial, LLC | 1.30% | Reduce -4.3% | 166,318 | $6.6M |
| Brookstone Capital Management | 0.08% | Add +6.5% | 166,200 | $6.6M |
| Venture Visionary Partners LLC | 0.21% | Add +2.0% | 163,498 | $6.5M |
| BlueSky Wealth Advisors, LLC | 0.85% | No change | 163,179 | $6.5M |
| TrueWealth Financial Partners | 5.32% | New | 162,753 | $6.4M |
| True Blue Financial, LLC | 5.30% | — | 162,252 | $6.4M |
| Baker Tilly Wealth Management, LLC | 1.58% | Reduce -55.1% | 162,156 | $6.4M |
| Financial Council, LLC | 2.54% | Add +5.0% | 160,420 | $6.4M |
| Keystone Financial Group, Inc. | 3.30% | Add +36.2% | 159,383 | $6.3M |
| Midwest Trust Co | 0.08% | Reduce -1.5% | 157,707 | $6.2M |
| Sowell Financial Services LLC | 0.23% | Reduce -1.5% | 156,910 | $6.2M |
| Valued Wealth Advisors LLC | 2.69% | Reduce -0.4% | 154,748 | $6.1M |
| First Financial Group Corp | 5.20% | Reduce -4.6% | 154,423 | $6.1M |
| Wealth Architects, LLC | 0.55% | Add +2.4% | 153,848 | $6.1M |
| Integrity Wealth Solutions LLC | 2.36% | Reduce -0.2% | 150,513 | $6.0M |
| GEM Asset Management, LLC | 2.65% | Add +1.8% | 147,651 | $5.9M |
| Abacus Wealth Partners, LLC | 0.58% | Reduce -0.9% | 150,209 | $5.9M |
| HBE Wealth Management, LLC | 5.58% | — | 149,817 | $5.9M |
| Prospect Financial Group LLC | 5.50% | Add +0.3% | 149,434 | $5.9M |
| Xcelsior Advisor Partners LLC | 2.81% | — | 146,217 | $5.8M |
| Western Wealth Management, LLC | 0.27% | Add +5.1% | 145,945 | $5.8M |
| Running Point Capital Advisors, LLC | 1.56% | Reduce -1.6% | 144,446 | $5.7M |
| MAI Capital Management | 0.03% | Reduce -0.3% | 143,665 | $5.7M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Reduce -43.3% | 143,274 | $5.7M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 141,924 | $5.6M |
| Oath Planning, LLC | 5.53% | — | 141,482 | $5.6M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -4.3% | 141,444 | $5.6M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.24% | — | 141,178 | $5.6M |
| Physician Wealth Advisors, Inc. | 0.77% | Reduce -3.5% | 139,698 | $5.5M |
| Aprio Wealth Management, LLC | 0.32% | Reduce -1.4% | 139,500 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +17.1% | 139,229 | $5.5M |
| Ariadne Wealth Management, LP | 2.27% | Reduce -2.5% | 135,002 | $5.5M |
| Krilogy Financial LLC | 0.18% | Reduce -0.6% | 131,756 | $5.4M |
| GC Wealth Management RIA, LLC | 0.20% | Reduce -3.7% | 135,251 | $5.4M |
| Werba Rubin Papier Wealth Management | 1.45% | Add +4.9% | 135,208 | $5.4M |
| WPWealth LLP | 0.84% | Reduce -3.4% | 135,123 | $5.3M |
| Entrewealth, LLC | 2.38% | Reduce -8.7% | 128,044 | $5.3M |
| Hutchinson Capital Management | 0.91% | Reduce -2.2% | 133,517 | $5.3M |
| Heritage Wealth Management, Inc. | 3.38% | Reduce -0.6% | 131,673 | $5.2M |
| RVW Wealth, LLC | 0.39% | Reduce -10.0% | 128,610 | $5.1M |
| Beckerman Institutional, LLC | 2.85% | Add +3.5% | 128,329 | $5.1M |
| RFG Advisory, LLC | 0.10% | Reduce -4.7% | 128,171 | $5.1M |
| Caerus Investment Advisors, LLC | 1.67% | No change | 126,041 | $5.0M |
| Knightsbridge Asset Management, LLC | 0.81% | Reduce -3.1% | 125,519 | $5.0M |
| Twin Cities Retirement Group LLC | 4.79% | — | 125,454 | $5.0M |
| Ieq Capital, LLC | 0.01% | Reduce -0.5% | 125,241 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.8% | 124,096 | $4.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.01% | Reduce -4.7% | 123,746 | $4.9M |
| Wesbanco Bank Inc. | 0.13% | Reduce -0.5% | 123,326 | $4.9M |
| Alpha Financial Advisors, LLC | 1.48% | Reduce -0.8% | 121,933 | $4.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -7.2% | 120,636 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Add +20.6% | 120,355 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.7% | 119,626 | $4.7M |
| Tranquilli Financial Advisor LLC | 2.74% | Add +1.1% | 119,429 | $4.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -1.6% | 119,367 | $4.7M |
| Bernicke Wealth Management, Ltd. | 0.60% | — | 117,530 | $4.7M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +59.3% | 117,345 | $4.6M |
| M Wealth Management, LLC | 4.02% | Reduce -7.7% | 116,649 | $4.6M |
| Atlas Private Wealth Advisors | 1.08% | Add +10.0% | 116,598 | $4.6M |
| Curio Wealth, LLC | 1.63% | Add +10.6% | 114,469 | $4.6M |
| Arbor Wealth Advisors LLC | 3.27% | No change | 115,776 | $4.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.8% | 115,487 | $4.6M |
| McGrath & Associates, Inc. | 6.45% | Add +8.3% | 114,723 | $4.5M |
| Private Trust Co. NA | 0.40% | Add +6.0% | 114,706 | $4.5M |
| NorthRock Partners, LLC | 0.08% | Add +303.0% | 112,300 | $4.4M |
| BluePrint Investing LLC | 3.96% | — | 111,626 | $4.4M |
| AlphaCore Capital LLC | 0.10% | Reduce -1.7% | 111,588 | $4.4M |
| Vanguard Group Inc. | 0.00% | No change | 111,471 | $4.4M |
| HighPoint Advisor Group LLC | 0.10% | New | 111,422 | $4.4M |
| Balance Wealth Partners LLC | 1.40% | Reduce -1.7% | 109,918 | $4.4M |
| True North Advisors, LLC | 0.56% | Add +36.6% | 109,176 | $4.3M |
| Clarity Capital Advisors, LLC | 2.15% | Add +0.1% | 108,746 | $4.3M |
| Everest Private Wealth | 2.39% | Reduce -5.3% | 108,049 | $4.3M |
| KOM Wealth Management Group, LLC | 3.02% | Reduce -6.2% | 108,004 | $4.3M |
| McCarthy Asset Management, Inc. | 2.21% | Reduce -32.7% | 106,985 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +0.2% | 106,951 | $4.2M |
| Advisors Capital Management, LLC | 0.05% | No change | 105,199 | $4.2M |
| Aegis Wealth Management LLC | 2.34% | Add +5.5% | 104,501 | $4.1M |
| Clark Asset Management, LLC | 0.43% | Reduce -0.6% | 104,312 | $4.1M |
| Belleair Asset Management, LLC | 3.92% | — | 104,045 | $4.1M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -0.9% | 102,898 | $4.1M |
| Retirement Planning Group, LLC | 0.13% | Add +0.0% | 102,318 | $4.1M |
| Total Clarity Wealth Management, Inc. | 0.98% | Add +0.2% | 102,152 | $4.0M |
| Integrated Wealthcare, LLC | 3.35% | — | 100,641 | $4.0M |
| Forteris Wealth Management Inc. | 3.87% | — | 99,261 | $3.9M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -20.9% | 98,703 | $3.9M |
| Curi Capital, LLC | 0.07% | Add +0.0% | 97,805 | $3.9M |
| USAdvisors Wealth Management, LLC | 1.26% | Reduce -5.0% | 96,598 | $3.8M |
| Orion Capital Management LLC | 1.27% | Reduce -0.2% | 95,395 | $3.8M |
| Vista Capital Partners, Inc. | 0.37% | Reduce -8.7% | 94,976 | $3.8M |
| Tudor Investment Corporation | 0.02% | Add +245.4% | 94,836 | $3.8M |
| Intelligent Financial Strategies | 1.79% | Add +0.1% | 93,931 | $3.7M |
| Wedmont Private Capital | 0.13% | Add +23.0% | 91,981 | $3.7M |
| Mowery & Schoenfeld Wealth Management, LLC | 5.35% | Reduce -2.6% | 93,174 | $3.7M |
| C M Bidwell & Associates Ltd. | 1.74% | Add +1.0% | 93,149 | $3.7M |
| Summit Wealth Group LLC / Co. | 0.49% | New | 92,480 | $3.7M |
| Allium Financial Advisors, LLC | 2.89% | No change | 92,057 | $3.6M |
| Nicolet Advisory Services, LLC | 0.24% | Reduce -19.4% | 89,230 | $3.6M |
| Choreo, LLC | 0.05% | Add +10.1% | 89,407 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 89,946 | $3.6M |
| Nautilus Advisors LLC | 2.31% | Add +1.9% | 89,506 | $3.5M |
| Altar Rock LLC | 4.21% | — | 88,823 | $3.5M |
| Buttonwood Financial Advisors Inc. | 1.16% | No change | 88,260 | $3.5M |
| Eaton Financial Holdings Company, LLC | 0.93% | Add +9.5% | 87,117 | $3.4M |
| Lido Advisors, LLC | 0.01% | No change | 89,078 | $3.4M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce 0.0% | 87,036 | $3.4M |
| WestHill Financial Advisors, Inc. | 0.65% | No change | 86,838 | $3.4M |
| OneAscent Family Office, LLC | 2.33% | Add +0.2% | 86,678 | $3.4M |
| Diversify Advisory Services, LLC | 0.11% | Add +221.8% | 84,002 | $3.4M |
| Legacy Capital Wealth Partners, LLC | 0.73% | Reduce -1.0% | 86,010 | $3.4M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -4.3% | 85,187 | $3.4M |
| Accredited Investor Services, LLC | 2.20% | Reduce -0.3% | 83,831 | $3.3M |
| LJI Wealth Management, LLC | 0.51% | Add +353.3% | 83,526 | $3.3M |
| Concord Wealth Partners | 0.43% | Add +0.8% | 83,311 | $3.3M |
| Financial Insights, Inc. | 1.10% | Reduce -7.1% | 82,912 | $3.3M |
| Wealthspan Partners, LLC | 1.19% | Reduce -4.6% | 82,893 | $3.3M |
| Samalin Investment Counsel, LLC | 1.17% | Add +4.2% | 82,887 | $3.3M |
| Kure Advisory, LLC | 1.82% | Reduce -0.2% | 82,055 | $3.2M |
| Caprock Group, LLC | 0.07% | Add +0.1% | 81,688 | $3.2M |
| Pioneer Wealth Management Group | 0.98% | Add +0.1% | 81,467 | $3.2M |
| City State Bank | 0.88% | Add +3.5% | 81,031 | $3.2M |
| 25 LLC | 1.00% | Reduce -0.0% | 79,670 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -73.1% | 79,607 | $3.2M |
| Hartmann Taylor Wealth Management, LLC | 2.13% | No change | 79,593 | $3.2M |
| Ares Financial Consulting, LLC | 2.97% | — | 78,834 | $3.1M |
| Evoke Wealth, LLC | 0.06% | Add +1.9% | 78,214 | $3.1M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -1.8% | 74,638 | $3.0M |
| Prosperity Planning, Inc. | 1.09% | Reduce -19.1% | 74,557 | $3.0M |
| L2 Asset Management, LLC | 0.39% | New | 73,846 | $2.9M |
| Atwater Malick LLC | 0.80% | Add +0.2% | 73,075 | $2.9M |
| Keener Financial Planning LLC | 1.25% | Add +16.6% | 72,937 | $2.9M |
| Baker Avenue Asset Management, LP | 0.07% | No change | 72,633 | $2.9M |
| Liberty Capital Management, Inc. | 0.53% | No change | 72,322 | $2.9M |
| Marietta Wealth Management, LLC | 0.33% | No change | 72,158 | $2.9M |
| Nicolet Bankshares Inc. | 0.46% | Add +90.1% | 71,746 | $2.8M |
| Seneschal Advisors, LLC | 2.08% | Reduce -7.1% | 71,473 | $2.8M |
| WealthCollab, LLC | 1.16% | No change | 71,464 | $2.8M |
| Yarger Wealth Strategies, LLC | 1.21% | Reduce -0.7% | 71,075 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.7% | 70,526 | $2.8M |
| Torren Management, LLC | 1.42% | — | 70,227 | $2.8M |
| Lakeridge Wealth Management LLC | 1.26% | Reduce -8.7% | 69,877 | $2.8M |
| RB Capital Management, LLC | 0.58% | Add +2.4% | 69,393 | $2.7M |
| Merited Wealth, LLC | 2.54% | — | 69,325 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.8% | 69,303 | $2.7M |
| 49 Wealth Management, LLC | 0.22% | Add +3.2% | 68,930 | $2.7M |
| Strategent Financial, LLC | 1.72% | Add +2.3% | 68,785 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +88.7% | 68,162 | $2.7M |
| Seaside Wealth Management, Inc. | 0.76% | Reduce -0.0% | 67,152 | $2.7M |
| Davis R M Inc. | 0.04% | No change | 65,594 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Reduce -5.5% | 65,077 | $2.6M |
| 1900 Wealth Management LLC | 0.16% | Reduce -10.4% | 64,802 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -1.1% | 64,557 | $2.6M |
| Sage Mountain Advisors LLC | 0.14% | No change | 64,523 | $2.6M |
| Accurate Wealth Management, LLC | 0.32% | Add +1.8% | 62,536 | $2.5M |
| TCFG Wealth Management, LLC | 1.00% | Reduce -7.3% | 64,225 | $2.5M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -7.7% | 63,973 | $2.5M |
| E-Wealth Partners, LLC | 2.12% | — | 63,817 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Add +2.1% | 63,797 | $2.5M |
| HUB Investment Partners, LLC | 0.07% | Reduce -11.1% | 63,115 | $2.5M |
| NerdWallet Wealth Partners, LLC | 1.11% | No change | 62,617 | $2.5M |
| Aviance Capital Partners, LLC | 0.28% | Add +0.2% | 62,044 | $2.5M |
| Family Wealth Partners, LLC | 0.88% | No change | 61,978 | $2.5M |
| Amicus Financial Advisors, LLC | 0.68% | — | 61,929 | $2.5M |
| Quad-Cities Investment Group, LLC | 0.99% | Add +2.7% | 60,667 | $2.4M |
| Brooklyn FI, LLC | 0.51% | No change | 59,966 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.09% | Reduce -1.1% | 57,612 | $2.4M |
| Signet Financial Management, LLC | 0.26% | Reduce -0.4% | 59,236 | $2.3M |
| Grey Fox Wealth Advisors, LLC | 0.48% | Reduce -1.2% | 58,679 | $2.3M |
| KM Capital Management Ltd. | 1.19% | Add +0.2% | 58,675 | $2.3M |
| Signaturefd, LLC | 0.04% | Add +154.8% | 58,201 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.26% | No change | 57,831 | $2.3M |
| Stolz & Associates, PS | 1.76% | — | 57,546 | $2.3M |
| HFG Wealth Management, LLC | 1.25% | Reduce -9.6% | 57,387 | $2.3M |
| PDS Planning, Inc | 0.15% | No change | 57,351 | $2.3M |
| Aquire Wealth Advisors, LLC | 0.59% | No change | 57,169 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +23.2% | 57,012 | $2.3M |
| Axis Wealth Partners, LLC | 1.25% | Add +9.5% | 56,969 | $2.3M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -83.5% | 56,951 | $2.3M |
| Kestra Investment Management, LLC | 0.05% | Add +1.5% | 56,620 | $2.2M |
| Freedom Investment Management, Inc. | 0.65% | Add +3.0% | 56,492 | $2.2M |
| OpenArc Corporate Advisory, LLC | 0.04% | — | 56,184 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +0.2% | 55,714 | $2.2M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -5.5% | 55,264 | $2.2M |
| Keating Financial Advisory Services, Inc. | 0.29% | — | 54,589 | $2.2M |
| Strategic Wealth Partners, Ltd. | 0.15% | Reduce -16.9% | 54,511 | $2.2M |
| NorthAvenue LLC | 1.77% | — | 54,144 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -10.4% | 54,058 | $2.1M |
| Parkside Financial Bank & Trust | 0.16% | Add +0.9% | 53,606 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.6% | 53,300 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 53,075 | $2.1M |
| Sterling Wealth Advisors Inc | 1.25% | Add +39.6% | 52,427 | $2.1M |
| American Financial Advisors, LLC | 0.27% | Add +0.2% | 52,423 | $2.1M |
| MJP Associates Inc. | 0.26% | Add +0.1% | 52,196 | $2.1M |
| Advisor OS, LLC | 0.17% | Add +0.1% | 52,196 | $2.1M |
| Stirlingshire Investments, Inc. | 1.83% | — | 52,038 | $2.1M |
| Capital Investment Management, Inc. | 0.72% | — | 51,982 | $2.1M |
| Great Oak Capital Partners, LLC | 0.52% | Reduce -5.5% | 51,647 | $2.1M |
| Rialto Wealth Management, LLC | 0.49% | Add +52.4% | 51,862 | $2.1M |
| Cadent Capital Advisors, LLC | 0.54% | No change | 51,653 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.6% | 51,113 | $2.0M |
| Cookson Peirce & Co. Inc. | 0.08% | Reduce -4.7% | 51,105 | $2.0M |
| Cassaday & Co Wealth Management LLC | 0.04% | No change | 50,831 | $2.0M |
| Level Wealth Management LLC | 1.03% | Reduce -2.4% | 50,789 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Reduce -1.2% | 50,771 | $2.0M |
| Shakespeare Wealth Management, LLC | 0.44% | Add +1.3% | 49,820 | $2.0M |
| Lexington Hill Partners, LLC | 1.48% | — | 49,667 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Add +0.0% | 49,580 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +0.0% | 49,566 | $2.0M |
| Olistico Wealth, LLC | 0.95% | No change | 49,092 | $1.9M |
| Landing Point Financial Group, LLC | 0.94% | Reduce -1.6% | 47,812 | $1.9M |
| Storgate, LLC | 1.55% | — | 47,540 | $1.9M |
| Oakworth Capital, Inc. | 0.10% | Reduce -2.1% | 47,413 | $1.9M |
| Csenge Advisory Group | 0.08% | Add +3.4% | 47,237 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -1.8% | 47,196 | $1.9M |
| Ballentine Partners, LLC | 0.03% | No change | 46,170 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Add +0.2% | 45,878 | $1.8M |
| Riverbend Wealth Management, LLC | 1.14% | Add +49.0% | 45,788 | $1.8M |
| Align Financial, LLC | 1.05% | — | 1,811,084 | $1.8M |
| Coston, McIsaac & Partners | 0.42% | Add +7.3% | 45,468 | $1.8M |
| Selective Wealth Management, Inc. | 0.55% | Add +128.8% | 43,461 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +17.3% | 44,565 | $1.8M |
| Live Oak Private Wealth LLC | 0.24% | Add +10.2% | 44,168 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.8% | 43,729 | $1.7M |
| World Investment Advisors | 0.03% | Add +12.6% | 43,389 | $1.7M |
| IMA Advisory Services, Inc. | 0.16% | Reduce -0.1% | 43,095 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.57% | No change | 42,815 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +29.6% | 42,656 | $1.7M |
| Roundview Capital LLC | 0.10% | Add +0.2% | 42,304 | $1.7M |
| Maia Wealth LLC | 0.29% | New | 41,183 | $1.7M |
| Integrity Investment Advisors, LLC | 0.88% | Reduce -15.3% | 40,329 | $1.6M |
| Shotwell Rutter Baer Inc | 0.94% | Reduce -5.8% | 38,776 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.46% | No change | 39,579 | $1.6M |
| Disciplined Equity Management, Inc. | 0.80% | Add +7.8% | 39,180 | $1.6M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.5M |
| Wilkerson Advisory Group LLC | 0.54% | — | 39,057 | $1.5M |
| Probity Advisors, Inc. | 0.25% | No change | 38,944 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.07% | Reduce -0.6% | 38,862 | $1.5M |
| Evergreen Capital Management LLC | 0.03% | No change | 38,853 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.5M |
| Archer Investment Management, LLC | 0.82% | Reduce -20.3% | 38,343 | $1.5M |
| Stone Summit Wealth LLC | 0.41% | Reduce -5.8% | 38,243 | $1.5M |
| Lifeworks Advisors, LLC | 0.19% | Add +0.9% | 37,694 | $1.5M |
| Pathfinder Wealth Consulting, Inc. | 0.94% | — | 37,608 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.25% | Reduce -1.3% | 37,542 | $1.5M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 37,293 | $1.5M |
| Avant Financial Advisors LLC | 1.06% | Reduce -0.7% | 37,285 | $1.5M |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 36,795 | $1.5M |
| Vermillion Wealth Management, Inc. | 0.59% | Reduce -1.2% | 36,258 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Reduce -0.6% | 36,236 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 36,213 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Add +2.3% | 35,902 | $1.4M |
| Brewster Financial Planning LLC | 0.87% | Reduce -1.7% | 35,885 | $1.4M |
| Quantum Financial Advisors, LLC | 0.16% | No change | 35,487 | $1.4M |
| First Merchants Corp. | 0.05% | No change | 35,422 | $1.4M |
| Advyzon Investment Management, LLC | 0.16% | Add +52.6% | 35,215 | $1.4M |
| Wedbush Securities Inc. | 0.04% | No change | 35,127 | $1.4M |
| Facet Wealth, Inc. | 0.02% | Add +50.1% | 33,936 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.2% | 34,829 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | New | 32,757 | $1.4M |
| Cooper Financial Group | 0.14% | Add +12.8% | 33,879 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 33,583 | $1.3M |
| Alkeme Wealth, LLC | 0.56% | Add +19.4% | 33,389 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | New | 33,097 | $1.3M |
| Francis Financial, Inc. | 0.25% | Add +121.1% | 32,895 | $1.3M |
| Rise Advisors, LLC | 0.46% | Add +0.2% | 32,824 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.1% | 32,695 | $1.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +0.2% | 32,603 | $1.3M |
| Commerce Bank | 0.01% | Add +0.4% | 32,451 | $1.3M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -1.8% | 32,346 | $1.3M |
| Collective Family Office LLC | 0.29% | No change | 32,293 | $1.3M |
| Cedar Point Capital Partners, LLC | 0.82% | No change | 32,274 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 31,964 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.65% | Add +0.1% | 31,152 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +1.0% | 31,887 | $1.3M |
| Heritage Wealth Advisors | 0.05% | Reduce -2.3% | 31,658 | $1.3M |
| rebel Financial LLC | 0.53% | Add +0.0% | 31,596 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | No change | 31,488 | $1.2M |
| FSM Wealth Advisors, LLC | 0.17% | Add +0.0% | 31,119 | $1.2M |
| High Probability Advisors, LLC | 0.16% | No change | 30,828 | $1.2M |
| Cogent Private Wealth, Inc. | 0.93% | — | 30,698 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.16% | Add +0.2% | 30,391 | $1.2M |
| Tranquility Partners, LLC | 0.43% | Reduce -0.5% | 30,439 | $1.2M |
| Wharton Business Group, LLC | 0.05% | No change | 30,402 | $1.2M |
| Montag A & Associates Inc. | 0.05% | No change | 30,235 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -39.2% | 30,232 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Add +1.4% | 29,808 | $1.2M |
| Lam Group, Inc. | 0.68% | Reduce -18.5% | 29,800 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Reduce -1.5% | 29,484 | $1.2M |
| Confluence Wealth Services, Inc. | 0.05% | Add +15.0% | 29,110 | $1.2M |
| Northeast Financial Group, Inc. | 0.29% | Reduce -0.0% | 29,070 | $1.2M |
| Brooklyn Investment Group | 0.05% | Reduce -1.1% | 28,725 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -17.0% | 52,876 | $1.1M |
| Stewardship Advisors, LLC | 0.27% | Reduce -4.3% | 28,986 | $1.1M |
| Gibraltar Capital Management, Inc. | 0.20% | Add +3.3% | 28,976 | $1.1M |
| Victory Financial Group, LLC | 0.14% | New | 28,814 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +50.8% | 28,528 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | No change | 28,519 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +7.2% | 28,514 | $1.1M |
| JB Capital LLC | 0.05% | Add +0.2% | 28,463 | $1.1M |
| Fortis Capital Advisors, LLC | 0.17% | New | 28,458 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +408.0% | 28,458 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $1.1M |
| Disciplined Investors, L.L.C. | 0.74% | Add +0.1% | 28,308 | $1.1M |
| Aspire Private Capital, LLC | 0.25% | Reduce -16.1% | 28,118 | $1.1M |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -0.1% | 27,949 | $1.1M |
| ERn Financial, LLC | 0.21% | Reduce -0.4% | 27,877 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +7.8% | 27,853 | $1.1M |
| FFT Wealth Management LLC | 0.21% | No change | 27,708 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.7% | 27,667 | $1.1M |
| Solutions 4 Wealth, Ltd | 1.65% | Add +15.4% | 27,550 | $1.1M |
| Trailhead Planners LLC | 1.05% | — | 26,996 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.20% | Reduce -3.6% | 26,857 | $1.1M |
| Magnolia Capital Advisors LLC | 0.22% | Reduce -1.5% | 26,774 | $1.1M |
| Smith Shellnut Wilson LLC | 0.40% | New | 26,634 | $1.1M |
| a16z Perennial Management, L.P. | 0.08% | No change | 26,550 | $1.1M |
| DGS Capital Management, LLC | 0.18% | No change | 26,450 | $1.0M |
| Astra Wealth Partners LLC | 0.64% | No change | 26,442 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 26,403 | $1.0M |
| Fortis Advisors, LLC | 0.57% | Add +0.2% | 26,223 | $1.0M |
| Busey Bank | 0.03% | Add +19.0% | 26,077 | $1.0M |
| St Germain D J Co. Inc. | 0.04% | No change | 25,901 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +25.6% | 25,894 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -3.1% | 25,882 | $1.0M |
| MGB Wealth Management, LLC | 0.29% | Add +0.2% | 25,871 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +210.4% | 25,725 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | No change | 25,646 | $1.0M |
| Renasant Bank | 0.69% | Reduce -8.2% | 25,633 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -1.0% | 25,461 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +87.7% | 25,368 | $1.0M |
| Quadcap Wealth Management, LLC | 0.11% | New | 25,223 | $999K |
| Richard P Slaughter Associates Inc | 0.21% | No change | 25,188 | $997K |
| Blue Chip Partners, LLC | 0.07% | Add +0.2% | 24,994 | $990K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 24,802 | $982K |
| Gradient Capital Advisors, LLC | 0.25% | Add +1.1% | 24,803 | $982K |
| Citrine Capital LLC | 0.45% | Add +3.2% | 24,525 | $971K |
| RHL Group, LLC | 0.78% | — | 24,499 | $970K |
| CoreCap Advisors, LLC | 0.03% | Add +0.0% | 24,260 | $960K |
| Meredith Wealth Planning | 0.29% | Add +1.4% | 24,255 | $960K |
| CRA Financial Services, LLC | 0.13% | No change | 24,193 | $958K |
| Empower Advisory Group, LLC | 0.00% | Add +77.7% | 24,102 | $954K |
| CarsonAllaria Wealth Management, Ltd. | 0.47% | Reduce -0.1% | 23,965 | $949K |
| S. R. Schill & Associates | 0.67% | Add +0.2% | 23,947 | $948K |
| National Bank of Canada | 0.00% | Add +21.8% | 23,816 | $943K |
| Millstone Evans Group, LLC | 0.55% | Add +1.9% | 23,430 | $928K |
| Elevate Wealth Advisory, Inc. | 0.63% | Reduce -0.4% | 23,185 | $918K |
| Boyce & Associates Wealth Consulting, Inc. | 0.76% | Add +12.1% | 23,044 | $912K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 23,038 | $912K |
| Pitcairn Wealth Advisors LLC | 0.08% | — | 22,603 | $895K |
| Murphy Pohlad Asset Management LLC | 0.34% | No change | 22,504 | $891K |
| Eldridge Investment Advisors, Inc. | 0.20% | Add +5.8% | 22,397 | $887K |
| Quadrant Private Wealth Management, LLC | 0.15% | No change | 22,372 | $886K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -10.7% | 22,285 | $882K |
| Certuity, LLC | 0.05% | No change | 21,994 | $871K |
| Yardley Wealth Management LLC | 0.46% | Reduce -0.5% | 21,949 | $869K |
| Northwest Wealth Advisors, LLC | 0.67% | — | 21,595 | $855K |
| Boston Trust Walden Corp | 0.01% | No change | 21,537 | $853K |
| Empire Financial Management Company, LLC | 0.19% | New | 21,537 | $853K |
| Sprinkle Financial Consultants LLC | 0.43% | Add +0.2% | 21,389 | $847K |
| Hopwood Financial Services, Inc. | 0.59% | Reduce -4.7% | 21,326 | $844K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -1.9% | 21,192 | $839K |
| Keel Point, LLC | 0.05% | Reduce -2.4% | 21,179 | $838K |
| Donaldson Capital Management, LLC | 0.03% | Add +1.9% | 21,126 | $836K |
| Shore Point Advisors, LLC | 0.35% | Reduce -0.1% | 21,084 | $835K |
| Partners in Financial Planning | 0.14% | Add +0.1% | 20,871 | $826K |
| Sard Wealth Management Group, LLC | 0.45% | Add +0.2% | 20,573 | $815K |
| Keystone Financial Services | 0.24% | Reduce -8.5% | 20,070 | $795K |
| Security Financial Services, INC. | 0.12% | Reduce -0.9% | 19,939 | $789K |
| Essex Financial Services, Inc. | 0.04% | Add +128.3% | 19,789 | $783K |
| Revisor Wealth Management LLC | 0.21% | No change | 19,221 | $783K |
| bLong Financial, LLC | 0.55% | No change | 19,784 | $783K |
| Washington Trust Advisors, Inc. | 0.06% | Add +0.1% | 19,532 | $773K |
| Global Trust Wealth Management LLC | 0.57% | — | 19,461 | $770K |
| Elevation Wealth Partners, LLC | 0.27% | Reduce -9.8% | 19,415 | $769K |
| Sage Rhino Capital LLC | 0.14% | Add +0.3% | 19,391 | $768K |
| Mendota Financial Group, LLC | 0.56% | Reduce -2.0% | 19,324 | $765K |
| KPP Advisory Services LLC | 0.11% | No change | 19,298 | $764K |
| Anderson Hoagland & Co. | 0.07% | No change | 19,248 | $762K |
| Mayport, LLC | 0.15% | New | 19,005 | $752K |
| Summit Financial, LLC | 0.01% | Add +0.0% | 18,987 | $752K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 18,809 | $745K |
| Principal Securities, Inc. | 0.01% | Reduce -7.4% | 18,685 | $740K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -56.2% | 18,672 | $739K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 18,667 | $739K |
| Stage Harbor Financial, LLC | 0.49% | No change | 18,527 | $733K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -6.9% | 18,522 | $733K |
| AlphaStar Capital Management, LLC | 0.05% | New | 18,293 | $724K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -17.8% | 18,231 | $722K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $719K |
| Northeast Planning Associates, Inc. / NH / | 0.51% | Reduce -2.1% | 18,145 | $718K |
| Cadence Bank | 0.04% | Reduce -3.2% | 18,131 | $718K |
| KRM Wealth Management L.L.C. | 0.39% | — | 18,122 | $717K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -24.2% | 18,091 | $716K |
| Money Concepts Capital Corp. | 0.04% | New | 18,044 | $714K |
| Pettinga Financial Advisors LLC | 0.14% | Reduce -0.0% | 18,026 | $714K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | No change | 18,012 | $713K |
| Colonial Trust Co / SC | 0.09% | No change | 17,949 | $711K |
| Capital Advisors Inc. | 0.01% | No change | 17,909 | $709K |
| O'Brien Wealth Partners LLC | 0.09% | New | 17,820 | $705K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.2% | 17,205 | $700K |
| Autumn Glory Partners, LLC | 0.24% | No change | 17,584 | $696K |
| Empowered Funds, LLC | 0.01% | New | 17,530 | $694K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.0% | 17,409 | $689K |
| Ti-Trust, Inc. | 0.42% | Reduce -5.5% | 17,375 | $688K |
| Bay Capital Advisors, LLC | 0.42% | Add +0.1% | 17,310 | $685K |
| Blume Capital Management, Inc. | 0.13% | Reduce -16.2% | 17,308 | $685K |
| Acropolis Investment Management, LLC | 0.03% | No change | 17,233 | $682K |
| Claris Financial LLC | 0.36% | Add +111.8% | 17,198 | $681K |
| National Wealth Management Group, LLC | 0.24% | Add +0.1% | 17,174 | $680K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -2.0% | 17,172 | $680K |
| VanderPol Investments L.L.C. | 1.29% | Add +10.7% | 17,074 | $676K |
| Rebalance, LLC | 0.04% | Add +0.2% | 16,996 | $673K |
| MPWM Advisory Solutions, LLC | 0.37% | Add +5.4% | 16,947 | $671K |
| Arkadios Wealth Advisors | 0.01% | New | 16,918 | $670K |
| Vilga Financial Planning LLC | 0.64% | — | 16,915 | $670K |
| CogentBlue Wealth Advisors, LLC | 0.45% | No change | 16,741 | $663K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 16,692 | $661K |
| CPA Asset Management Group, LLC | 0.23% | No change | 16,675 | $660K |
| Evolution Advisers, Inc. | 0.29% | No change | 16,680 | $660K |
| WBH Advisory Inc. | 0.05% | No change | 16,464 | $652K |
| Calton & Associates, Inc. | 0.09% | New | 16,274 | $644K |
| Baring Financial LLC | 0.39% | Reduce -89.3% | 16,268 | $644K |
| Moors & Cabot, Inc. | 0.03% | No change | 16,216 | $642K |
| Destination Wealth Management | 0.02% | Reduce -5.8% | 16,194 | $641K |
| Chapman Financial Group, LLC | 0.44% | No change | 16,169 | $640K |
| Hershey Financial Advisers, LLC | 0.54% | Add +0.9% | 16,115 | $638K |
| Magnus Financial Group LLC | 0.05% | Reduce -0.6% | 15,957 | $632K |
| Trust Point Inc. | 0.05% | No change | 15,945 | $631K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.2% | 15,882 | $629K |
| Threadgill Financial, LLC | 0.26% | No change | 15,705 | $622K |
| Global Financial Private Client, LLC | 0.22% | New | 15,544 | $615K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.1% | 15,448 | $612K |
| Argent Trust Co | 0.02% | Reduce -17.3% | 15,361 | $608K |
| Vantus Wealth LLC | 0.45% | — | 15,302 | $606K |
| BostonPremier Wealth LLC | 0.31% | Add +0.2% | 15,278 | $605K |
| Providence Capital Advisors, LLC | 0.10% | No change | 15,203 | $602K |
| Balboa Wealth Partners | 0.10% | Reduce -0.1% | 15,099 | $598K |
| Johnson Financial Group, LLC | 0.04% | No change | 15,089 | $597K |
| Ascent Group, LLC | 0.02% | Reduce -2.8% | 15,058 | $596K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.8% | 14,988 | $593K |
| Independent Financial Group, LLC | 0.01% | Add +3.1% | 14,731 | $583K |
| North Capital, Inc. | 0.50% | Reduce -1.7% | 14,627 | $579K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.2% | 14,608 | $578K |
| Capital Planning Advisors, LLC | 0.08% | New | 14,598 | $578K |
| Visionary Horizons, LLC | 0.30% | Reduce -0.3% | 14,565 | $577K |
| Barry Investment Advisors, LLC | 0.13% | Add +0.1% | 14,528 | $575K |
| Rockingstone Advisors LLC | 0.26% | No change | 14,471 | $573K |
| Valmark Advisers, Inc. | 0.01% | Add +3.6% | 14,344 | $568K |
| Bank of Montreal | 0.00% | No change | 14,108 | $559K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +0.0% | 14,089 | $558K |
| Greenwood Capital Associates LLC | 0.06% | No change | 14,082 | $558K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 14,078 | $557K |
| Highland Financial Advisors, LLC | 0.15% | Reduce -0.8% | 14,070 | $557K |
| &partners | 0.00% | Add +46.6% | 14,052 | $556K |
| Morling Financial Advisors, LLC | 0.18% | Reduce -3.0% | 14,050 | $556K |
| Washington Trust Bank | 0.04% | Add +54.0% | 14,010 | $555K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 13,326 | $544K |
| Fiduciary Alliance LLC | 0.04% | No change | 13,643 | $540K |
| Lockerman Financial Group, Inc. | 1.03% | No change | 13,526 | $535K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,468 | $533K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.8% | 13,468 | $533K |
| Mraz, Amerine & Associates, Inc. | 0.08% | Reduce -2.3% | 13,419 | $531K |
| Yoder Wealth Management, Inc. | 0.24% | Reduce -36.2% | 13,407 | $531K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +1.8% | 13,401 | $531K |
| Harbor Group, Inc. | 0.08% | Reduce -3.5% | 13,337 | $528K |
| Bell Investment Advisors, Inc | 0.08% | Reduce -16.4% | 13,196 | $522K |
| Compound Planning, Inc. | 0.02% | Reduce -57.0% | 13,151 | $521K |
| EnRich Financial Partners LLC | 0.14% | Add +2.9% | 13,102 | $519K |
| Rogco, LP | 0.17% | New | 12,760 | $505K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,697 | $503K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 12,686 | $502K |
| Platt Wealth Management LLC | 0.50% | — | 12,665 | $501K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 12,577 | $498K |
| Gibbs Wealth Management | 0.12% | No change | 12,233 | $498K |
| Texas Bank & Trust Co | 0.18% | No change | 12,532 | $496K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +13.8% | 12,529 | $496K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -9.3% | 12,500 | $495K |
| Reyes Financial Architecture, Inc. | 0.30% | No change | 12,411 | $491K |
| Navigoe, LLC | 0.30% | Reduce -4.2% | 12,410 | $491K |
| Edge Financial Advisors LLC | 0.20% | Reduce -8.5% | 12,129 | $480K |
| COFG Advisors, LLC | 0.12% | — | 12,013 | $476K |
| Robinswood Financial LLC | 0.15% | Add +0.0% | 12,007 | $475K |
| Vista Finance, LLC | 0.32% | No change | 11,992 | $475K |
| BWM Planning, LLC | 0.13% | Add +5.2% | 11,980 | $474K |
| BankChampaign, National Association | 0.47% | — | 2,279 | $474K |
| Pure Portfolios Holdings LLC | 0.14% | Add +0.2% | 11,864 | $470K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.2% | 11,799 | $467K |
| TFB Advisors LLC | 0.13% | Reduce -0.0% | 11,718 | $464K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | — | 11,630 | $460K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 11,581 | $459K |
| Cutler Investment Counsel LLC | 0.05% | No change | 11,475 | $454K |
| Gaddis Premier Wealth Advisors LLC | 0.34% | — | 11,401 | $451K |
| Burk Holdings LLC | 0.21% | Add +0.5% | 11,307 | $448K |
| Capital Investment Advisors, LLC | 0.01% | No change | 11,304 | $448K |
| MTM Investment Management, LLC | 0.14% | No change | 11,294 | $447K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.2% | 11,258 | $446K |
| Single Point Partners, LLC | 0.09% | No change | 11,233 | $445K |
| FSA Advisors, Inc. | 0.31% | Add +125.6% | 16,354 | $444K |
| Monument Capital Management | 0.11% | No change | 11,012 | $436K |
| Seed Wealth Management, Inc. | 0.30% | No change | 11,000 | $435K |
| Oxbow Advisors, LLC | 0.04% | No change | 10,907 | $432K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $427K |
| Intrua Financial, LLC | 0.05% | No change | 10,752 | $426K |
| Garrison Point Advisors, LLC | 0.19% | No change | 10,747 | $425K |
| Bedminster, LLC | 0.39% | — | 10,729 | $425K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -61.5% | 10,667 | $422K |
| Fairman Group, LLC | 0.34% | Add +0.2% | 10,647 | $422K |
| Cypress Wealth Services, LLC | 0.06% | New | 10,624 | $421K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,600 | $420K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $417K |
| Carnegie Investment Counsel | 0.01% | No change | 10,511 | $416K |
| WealthShield Partners, LLC | 0.05% | Add +0.1% | 10,407 | $412K |
| Coquina Private Wealth LLC | 0.33% | — | 10,316 | $408K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -18.0% | 10,283 | $407K |
| Trek Financial, LLC | 0.02% | No change | 10,273 | $407K |
| Calydon Capital | 0.07% | No change | 10,257 | $406K |
| Vestor Capital, LLC | 0.03% | Add +253.8% | 36,263 | $406K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $406K |
| BOS Asset Management, LLC | 0.11% | Add +0.7% | 10,254 | $406K |
| Marotta Asset Management | 0.07% | No change | 10,210 | $404K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $403K |
| Oak Wealth Advisors LLC | 0.23% | Reduce -42.1% | 10,148 | $402K |
| Banyan Capital Management, Inc. | 0.17% | Add +0.1% | 10,130 | $401K |
| Milestone Asset Management Group, LLC | 0.23% | Add +51.0% | 10,073 | $399K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 10,065 | $398K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -1.5% | 9,977 | $395K |
| Matauro, LLC | 0.06% | Add +0.2% | 9,906 | $392K |
| Hanover Advisors Inc. | 0.15% | Add +0.8% | 9,890 | $392K |
| 180 Wealth Advisors, LLC | 0.04% | Add +4.2% | 9,869 | $391K |
| Significant Wealth Partners LLC | 0.43% | No change | 9,752 | $386K |
| Ballast Financial Advisors LLC | 0.40% | — | 9,734 | $385K |
| BBR Partners, LLC | 0.02% | Add +0.2% | 9,709 | $384K |
| Wallace Advisory Group, LLC | 0.40% | Add +0.5% | 9,680 | $383K |
| Frankly Finances, LLC | 0.36% | — | 9,660 | $382K |
| Iams Wealth Management, LLC | 0.14% | No change | 9,646 | $382K |
| CNB Bank | 0.16% | No change | 9,630 | $381K |
| Tenon Financial LLC | 0.16% | Add +10.4% | 9,566 | $379K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -1.9% | 9,495 | $376K |
| Matisse Capital | 0.17% | Add +0.2% | 9,479 | $375K |
| ATLas Financial Planning LLC | 0.37% | — | 9,470 | $375K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $374K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 9,410 | $373K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,303 | $368K |
| Berman McAleer LLC | 0.05% | No change | 9,260 | $367K |
| Timonier Family Office, LTD. | 0.12% | Reduce -32.4% | 9,253 | $366K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 9,240 | $366K |
| Ridgeline Wealth Planning, LLC | 0.26% | No change | 9,232 | $365K |
| Guardian Asset Advisors, LLC | 0.19% | Add +23.8% | 9,207 | $364K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 9,173 | $363K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.2% | 9,137 | $362K |
| Vident Advisory, LLC | 0.00% | Reduce -2.9% | 9,089 | $360K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 8,990 | $356K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +6.3% | 8,987 | $356K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -1.7% | 8,964 | $355K |
| Romano Brothers and Company | 0.04% | No change | 8,832 | $350K |
| Dixon Fnancial Services, Inc. | 0.15% | No change | 8,726 | $345K |
| Holistic Financial Partners | 0.13% | Add +0.2% | 8,716 | $345K |
| Mach-1 Financial Group, LLC | 0.07% | Reduce -99.7% | 8,692 | $344K |
| PGIM Custom Harvest LLC | 0.01% | No change | 8,639 | $342K |
| Mokosak Advisory Group, LLC | 0.09% | Add +0.2% | 8,600 | $340K |
| Natural Investments, LLC | 0.08% | New | 8,569 | $339K |
| River Wealth Advisors LLC | 0.04% | Add +0.0% | 8,560 | $339K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.0% | 8,414 | $338K |
| SimpliFi, Inc. | 0.14% | No change | 8,516 | $337K |
| Traynor Capital Management, Inc. | 0.02% | Add +44.3% | 8,490 | $336K |
| First American Trust, FSB | 0.02% | Reduce -10.7% | 8,478 | $336K |
| Legacy Private Trust Co. | 0.02% | New | 8,469 | $335K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -13.3% | 8,457 | $335K |
| McAdam, LLC | 0.02% | No change | 8,437 | $334K |
| Diesslin Group, Inc. | 0.13% | — | 8,410 | $333K |
| Simon Quick Advisors, LLC | 0.01% | No change | 8,395 | $332K |
| Balefire, LLC | 0.06% | Add +16.1% | 8,381 | $332K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 8,296 | $328K |
| Albion Financial Group | 0.02% | No change | 8,288 | $328K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -8.7% | 8,254 | $327K |
| Synergy Asset Management, LLC | 0.03% | Reduce -66.7% | 8,210 | $325K |
| Ellsworth Advisors, LLC | 0.06% | Add +0.2% | 7,968 | $325K |
| Peak Retirement Planning, Inc. | 0.08% | Add +0.2% | 8,207 | $325K |
| First National Advisers, LLC | 0.04% | No change | 8,158 | $323K |
| Jackson Hole Capital Partners, LLC | 0.06% | Add +0.2% | 8,143 | $322K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 8,187 | $319K |
| Grandfield & Dodd, LLC | 0.02% | No change | 8,043 | $318K |
| Acorn Creek Capital LLC | 0.11% | Reduce -55.2% | 8,036 | $318K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 8,031 | $318K |
| Leading Edge Financial Planning LLC | 0.07% | Add +16.4% | 7,943 | $314K |
| G2 Capital Management, LLC / Oh | 0.08% | No change | 7,936 | $314K |
| McBroom & Associates, LLC | 0.15% | No change | 7,900 | $313K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $311K |
| Waddell & Associates, LLC | 0.02% | No change | 7,840 | $310K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,810 | $309K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $307K |
| E&G Advisors, LLC | 0.07% | Reduce -6.2% | 7,750 | $307K |
| Tableaux LLC | 0.22% | Reduce -50.0% | 7,739 | $306K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $306K |
| Sollinda Capital Management LLC | 0.08% | New | 7,706 | $305K |
| Chapin Davis, Inc. | 0.07% | No change | 7,674 | $304K |
| Fielder Capital Group LLC | 0.06% | No change | 7,652 | $303K |
| Salomon & Ludwin, LLC | 0.03% | No change | 7,493 | $301K |
| Foster Group, Inc. | 0.01% | Reduce -1.4% | 7,568 | $300K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $299K |
| RFG Holdings, Inc. | 0.07% | No change | 7,521 | $298K |
| Keybank National Association | 0.00% | New | 7,509 | $297K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.2% | 7,503 | $297K |
| Rothschild Investment LLC | 0.02% | Add +17.4% | 7,480 | $296K |
| Pillar Financial Advisors, LLC | 0.18% | Add +0.1% | 7,461 | $295K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 7,380 | $292K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 7,310 | $289K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -24.3% | 7,299 | $289K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +13.5% | 7,291 | $289K |
| Camarda Financial Advisors, LLC | 0.11% | No change | 7,267 | $288K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $287K |
| Hills Bank & Trust Co | 0.02% | No change | 7,176 | $284K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $284K |
| DiPaolo Financial Group, Inc. | 0.30% | — | 7,160 | $283K |
| Retirement Capital Strategies | 0.10% | No change | 7,114 | $282K |
| L.K. Benson & Company, P.C. | 0.14% | Add +25.2% | 7,097 | $281K |
| Wingate Wealth Advisors, Inc. | 0.16% | No change | 7,071 | $280K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 6,959 | $276K |
| MBM Wealth Consultants, LLC | 0.07% | No change | 6,940 | $275K |
| PCM Encore, LLC | 0.06% | — | 6,925 | $274K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 6,885 | $273K |
| Williams & Novak, LLC | 0.20% | Reduce -26.2% | 6,872 | $272K |
| Stephens Inc. | 0.00% | No change | 6,872 | $272K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 6,862 | $272K |
| Embree Financial Group | 0.03% | No change | 6,837 | $271K |
| VestGen Advisors, LLC | 0.01% | New | 6,803 | $269K |
| Annandale Capital, LLC | 0.04% | No change | 6,762 | $268K |
| Lynx Investment Advisory | 0.15% | Add +0.1% | 6,730 | $266K |
| Lodestone Wealth Management LLC | 0.11% | No change | 6,705 | $265K |
| Ironwood Financial, llc | 0.04% | No change | 6,509 | $265K |
| Prairiewood Capital, LLC | 0.08% | No change | 6,692 | $265K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $264K |
| CX Institutional | 0.01% | Add +8.3% | 6,636 | $263K |
| Guardian Wealth Management, LLC | 0.08% | — | 6,639 | $263K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 6,544 | $259K |
| Forefront Wealth Partners, LLC | 0.12% | New | 6,502 | $257K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $256K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $255K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -31.3% | 6,348 | $251K |
| Selby Wealth Management, LLC | 0.10% | — | 6,301 | $249K |
| Thayer Financial, L.L.C. | 0.26% | — | 6,289 | $249K |
| Silver Lake Advisory, LLC | 0.10% | Add +0.2% | 6,284 | $249K |
| Coppell Advisory Solutions LLC | 0.02% | New | 6,229 | $249K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.1% | 6,265 | $248K |
| Legacy Wealth Management, LLC | 0.01% | Add +5.1% | 6,256 | $248K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 6,253 | $248K |
| Optivise Advisory Services LLC | 0.14% | No change | 6,197 | $245K |
| Pinnacle Family Advisors, LLC | 0.11% | Add +0.8% | 6,190 | $245K |
| Black Diamond Financial, LLC | 0.03% | No change | 6,175 | $244K |
| Accel Wealth Management | 0.07% | Reduce -15.0% | 6,147 | $243K |
| SpringVest Wealth Management LLC | 0.17% | No change | 6,068 | $240K |
| Powerhouse Assets LLC | 0.21% | — | 6,035 | $239K |
| Ryan Investment Management, Inc. | 0.13% | No change | 6,009 | $238K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,000 | $238K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.2% | 5,902 | $234K |
| Petix & Botte Co | 0.05% | New | 5,748 | $228K |
| Ritholtz Wealth Management | 0.00% | New | 5,730 | $227K |
| Annex Advisory Services, LLC | 0.00% | New | 5,724 | $227K |
| Klaas Financial Asset Advisors, LLC | 0.03% | Reduce -28.3% | 5,711 | $226K |
| Elk River Wealth Management LLC | 0.04% | No change | 5,661 | $224K |
| Sheets Smith Wealth Management | 0.02% | Add +0.2% | 5,649 | $224K |
| Willis Johnson & Associates, Inc. | 0.01% | No change | 5,623 | $223K |
| Altura Wealth Advisors Inc. | 0.10% | Add +0.2% | 5,608 | $222K |
| Operose Advisors LLC | 0.05% | Add +0.2% | 5,570 | $221K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $220K |
| Trilogy Capital Inc. | 0.01% | No change | 5,516 | $218K |
| PVG Asset Management Corp. | 0.46% | No change | 5,508 | $218K |
| Lathrop Investment Management Co. | 0.04% | No change | 5,502 | $218K |
| Flagship Private Wealth, LLC | 0.09% | No change | 5,500 | $218K |
| Slagle Financial, LLC | 0.08% | New | 5,465 | $216K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -6.0% | 5,461 | $216K |
| RiverFront Investment Group, LLC | 0.00% | No change | 5,446 | $216K |
| Opus Capital Group, LLC | 0.02% | No change | 5,395 | $214K |
| CWC Advisors, LLC. | 0.10% | No change | 5,347 | $212K |
| Catawba River Capital | 0.09% | New | 5,330 | $211K |
| Ascentis Independent Advisors | 0.03% | New | 5,291 | $209K |
| Permanent Capital Management, LP | 0.04% | No change | 5,250 | $208K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 5,250 | $208K |
| MBL Wealth, LLC | 0.02% | New | 5,200 | $206K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 5,167 | $205K |
| Clarus Wealth Advisors | 0.08% | New | 4,988 | $203K |
| Vertex Planning Partners, LLC | 0.05% | New | 5,115 | $203K |
| Envision Financial Planning, LLC | 0.08% | New | 5,077 | $201K |
| Cambria Investment Management, L.P. | 0.01% | New | 5,069 | $201K |
| Rossby Financial, LCC | 0.06% | No change | 4,722 | $187K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $178K |
| Glenmede Trust Co. NA | 0.00% | — | 4,380 | $173K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,034 | $160K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 3,926 | $155K |
| New Millennium Group LLC | 0.07% | Reduce -25.2% | 3,893 | $154K |
| Modus Advisors, LLC | 0.04% | New | 3,886 | $154K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $154K |
| Bokf, NA | 0.00% | No change | 3,728 | $148K |
| CoreFirst Bank & Trust | 0.08% | No change | 3,680 | $146K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,605 | $143K |
| Investors Portfolio Services LLC | 0.13% | — | 3,572 | $141K |
| Abound Wealth Management | 0.03% | Reduce -0.7% | 3,490 | $138K |
| Abound Financial, LLC | 0.05% | New | 3,439 | $136K |
| REAP Financial Group, LLC | 0.03% | Reduce -6.8% | 3,434 | $136K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 3,363 | $133K |
| Fortitude Family Office, LLC | 0.03% | No change | 3,333 | $132K |
| TFC Financial Management, Inc. | 0.02% | Reduce -88.0% | 3,137 | $124K |
| Investors Research Corp | 0.02% | No change | 3,135 | $124K |
| Wealth Preservation Advisors, LLC | 0.06% | No change | 3,087 | $122K |
| Kings Path Partners LLC | 0.04% | Reduce -5.5% | 3,087 | $122K |
| Gables Capital Management Inc. | 0.05% | No change | 3,000 | $119K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $119K |
| Silver Grove Financial Group, Inc. | 0.10% | New | 2,964 | $117K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,855 | $113K |
| Sound Income Strategies, LLC | 0.01% | New | 2,588 | $105K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $104K |
| Wellington-Altus USA Inc. | 0.08% | — | 2,600 | $103K |
| Franklin Resources Inc. | 0.00% | No change | 2,600 | $103K |
| JNBA Financial Advisors | 0.01% | No change | 2,363 | $94K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,311 | $91K |
| Jessup Wealth Management, Inc | 0.03% | Reduce -75.2% | 2,289 | $91K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,225 | $88K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $86K |
| Tucker Asset Management LLC | 0.02% | New | 1,998 | $79K |
| Quent Capital, LLC | 0.01% | Add +677.1% | 1,935 | $77K |
| Copia Wealth Management | 0.05% | No change | 1,910 | $76K |
| Howe & Rusling Inc. | 0.01% | No change | 1,907 | $75K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,806 | $72K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $69K |
| Maryland Capital Advisors Inc. | 0.02% | Reduce -13.3% | 1,616 | $64K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,497 | $62K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,545 | $61K |
| IFC & Insurance Marketing, Inc. | 0.06% | — | 1,501 | $59K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -50.9% | 1,483 | $59K |
| Ancora Advisors LLC | 0.00% | No change | 1,401 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -42.7% | 1,388 | $55K |
| Spire Wealth Management | 0.00% | No change | 1,215 | $48K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $42K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 1,025 | $41K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $40K |
| Team Financial Group, LLC | 0.02% | No change | 975 | $39K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +27.0% | 951 | $38K |
| Quattro Advisors LLC | 0.03% | — | 851 | $34K |
| BankPlus Trust Department | 0.01% | No change | 836 | $33K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $32K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 805 | $32K |
| Trust Co. of Vermont | 0.00% | No change | 740 | $29K |
| Evensky & Katz LLC | 0.00% | Add +0.3% | 653 | $26K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 608 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 547 | $22K |
| Parvin Asset Management, LLC | 0.02% | No change | 500 | $20K |
| Winch Advisory Services, LLC | 0.00% | Add +0.2% | 474 | $19K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 358 | $14K |
| Evolution Wealth Management Inc. | 0.01% | New | 334 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 309 | $12K |
| Archer Investment Corp | 0.00% | No change | 308 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | — | 274 | $11K |
| Spurstone Advisory Services, LLC | 0.16% | No change | 252 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | New | 242 | $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% | No change | 151 | $6K |
| Key Capital Management, INC | 0.00% | — | 124 | $5K |
| Topsail Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.9% | 67 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.5% | 60 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $1K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
| Manning & Napier Advisors LLC | 0.00% | No change | 24 | $950 |
"% 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.