Dimensional US Core Equity 2DFACETF
13F holders, Q1 2026 (March 31)1,179holders +20
64new positions
40sold out
2famous investors
$39.00avg. 13F price*
At the end of Q1 2026, 1,179 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 20 from Q4 2025. 64 opened new positions and 40 sold out. The largest holders were Mercer Global Advisors Inc. ($2.7B), 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $135.1M |
| Exits | 40 | $86.8M |
All 13F filers, Q4 2025 → Q1 2026: 46,468,092 shares bought and 17,622,574 shares sold, net +28,845,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,179 holders
| Mercer Global Advisors Inc. | 4.04% | Add +9.2% | 70,292,321 | $2.7B |
| Focus Partners Wealth | 1.85% | Reduce -0.3% | 42,584,120 | $1.7B |
| Forum Financial Management, LP | 23.27% | Add +3.1% | 42,328,643 | $1.6B |
| Focus Partners Advisor Solutions, LLC | 6.99% | Add +12.0% | 17,846,261 | $693.5M |
| LPL Financial LLC | 0.18% | Reduce -1.3% | 17,506,918 | $680.3M |
| Apella Capital, LLC | 9.83% | Add +13.0% | 15,724,523 | $661.8M |
| Greenspring Advisors, LLC | 31.65% | Add +0.8% | 13,364,540 | $519.3M |
| Envestnet Asset Management Inc. | 0.14% | Add +9.7% | 13,259,708 | $515.3M |
| Savant Capital, LLC | 2.33% | Add +54.4% | 12,388,275 | $481.4M |
| Rockwood Wealth Management, LLC | 33.60% | Add +4.1% | 12,077,663 | $469.3M |
| Plancorp, LLC | 11.90% | Reduce -0.9% | 10,336,005 | $418.5M |
| SJS Investment Consulting Inc. | 43.82% | Add +1.3% | 9,231,772 | $358.7M |
| Geometric Wealth Advisors | 42.32% | Add +1.5% | 8,696,860 | $338.0M |
| Commonwealth Equity Services, LLC | 0.45% | Add +4.8% | 8,337,551 | $324.0M |
| Allworth Financial LP | 1.22% | Add +29.3% | 7,709,244 | $299.6M |
| Wealthspire Advisors, LLC | 2.29% | Reduce -0.2% | 7,504,975 | $291.6M |
| Monograph Wealth Advisors, LLC | 25.19% | Add +2.2% | 6,838,156 | $265.7M |
| Symmetry Partners, LLC | 14.86% | Add +3.0% | 6,694,957 | $260.2M |
| Beacon Pointe Advisors, LLC | 1.22% | Reduce -1.3% | 5,901,121 | $229.3M |
| Bank of America Corp. | 0.02% | Add +10.1% | 5,870,993 | $228.1M |
| Capstone Financial Advisors, Inc. | 11.61% | Add +1.2% | 5,546,947 | $215.6M |
| HighTower Advisors, LLC | 0.22% | Reduce -5.3% | 5,433,706 | $211.2M |
| Jackson Thornton Wealth Management, LLC | 17.87% | Add +1.2% | 4,902,914 | $198.5M |
| Vestmark Advisory Solutions, Inc. | 2.17% | Add +5.2% | 5,037,164 | $195.7M |
| GeoWealth Management, LLC | 6.93% | Add +2.2% | 4,952,425 | $192.5M |
| Awm Capital, LLC | 17.06% | Add +2.1% | 4,851,503 | $188.5M |
| Modera Wealth Management, LLC | 2.25% | Reduce -0.3% | 4,831,430 | $187.7M |
| TFO Wealth Partners, LLC | 24.65% | Add +9.6% | 4,664,603 | $181.3M |
| Raymond James Financial Inc. | 0.06% | Add +1.2% | 4,611,433 | $179.2M |
| Cerity Partners LLC | 0.25% | Add +11.7% | 4,461,856 | $173.4M |
| Asset Dedication, LLC | 12.13% | Add +2.5% | 4,457,997 | $173.2M |
| Baird Financial Group, Inc. | 0.27% | Reduce -4.9% | 4,414,037 | $171.5M |
| Corient Private Wealth LP | 0.23% | Reduce -6.9% | 4,205,759 | $163.4M |
| Pure Financial Advisors, LLC | 2.36% | Reduce -1.5% | 4,186,049 | $162.7M |
| Stratos Investment Management, LLC | 6.52% | Add +2.9% | 4,182,010 | $162.5M |
| Mariner, LLC | 0.19% | Add +9.4% | 4,117,890 | $160.0M |
| JFS Wealth Advisors, LLC | 8.80% | Add +8.6% | 4,046,394 | $157.2M |
| Austin Asset Management Co Inc | 26.50% | Add +0.2% | 4,042,822 | $157.1M |
| OneDigital Investment Advisors LLC | 1.53% | Add +2.4% | 4,033,269 | $156.7M |
| Evanson Asset Management, LLC | 8.33% | Reduce -0.3% | 3,991,743 | $155.1M |
| Park Avenue Securities LLC | 1.17% | Add +7.7% | 3,851,225 | $149.7M |
| Cardiff Park Advisors, LLC | 11.92% | Reduce -3.3% | 3,835,945 | $149.1M |
| Rockbridge Investment Management, LCC | 13.32% | Add +8.1% | 3,814,103 | $148.2M |
| DecisionPoint Financial, LLC | 31.76% | Add +1.2% | 3,791,506 | $147.3M |
| McGlone Suttner Wealth Management, Inc. | 19.47% | Add +1.0% | 3,783,233 | $147.0M |
| United Wealth Management, LLC | 36.35% | Add +4.2% | 3,762,717 | $146.2M |
| Burton Enright Welch | 19.78% | Add +1.8% | 3,744,102 | $145.5M |
| Triune Financial Partners, LLC | 34.05% | Add +1.5% | 3,684,951 | $143.2M |
| Onyx Financial Advisors, LLC | 59.32% | Add +1.4% | 3,676,377 | $142.9M |
| Financial Plan, Inc. | 14.74% | Add +6.0% | 3,536,742 | $137.4M |
| von Borstel & Associates, Inc. | 31.26% | Add +2.7% | 3,515,498 | $136.6M |
| Betterment LLC | 0.25% | Add +4.8% | 3,427,113 | $133.2M |
| Millburn Ridgefield LLC | 2.78% | Add +13.1% | 3,324,162 | $129.2M |
| Catalyst Capital Advisors LLC | 2.41% | Add +13.1% | 3,324,162 | $129.2M |
| Zhang Financial LLC | 4.38% | Reduce -1.8% | 3,263,205 | $126.8M |
| Syverson Strege & Co | 29.75% | Reduce -1.4% | 3,181,539 | $123.6M |
| Integrated Wealth Concepts LLC | 0.97% | Add +22.8% | 3,142,236 | $122.1M |
| Financial Engines Advisors L.L.C. | 0.25% | Add +1.4% | 3,108,602 | $120.8M |
| Conrad Siegel Investment Advisors, Inc. | 21.62% | Add +1.7% | 3,082,266 | $119.8M |
| BCU Wealth Advisors, LLC | 44.31% | Add +5.3% | 3,058,573 | $118.9M |
| Core Wealth Management, Inc. | 36.37% | Add +0.8% | 3,054,577 | $118.7M |
| Royal Bank of Canada | 0.02% | Reduce -2.9% | 3,019,065 | $117.3M |
| Integrity Advisory Solutions, LLC | 15.49% | Add +10.7% | 3,018,682 | $117.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -31.4% | 2,983,695 | $116.9M |
| Altiora Financial Group, LLC | 18.50% | Reduce -0.4% | 2,890,247 | $112.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.32% | Add +1.1% | 2,858,739 | $111.1M |
| Private Advisor Group, LLC | 0.52% | Add +3.7% | 2,851,717 | $110.8M |
| BetterWealth, LLC | 21.58% | Add +1.1% | 2,830,509 | $110.0M |
| Creative Planning | 0.07% | Add +14.2% | 2,760,059 | $107.3M |
| RAM Investment Partners, LLC | 18.70% | Add +0.3% | 2,739,860 | $106.5M |
| HFM Investment Advisors, LLC | 39.16% | Add +1.5% | 2,620,847 | $101.8M |
| Warwick Investment Management, Inc. | 14.64% | Reduce -0.3% | 2,599,253 | $101.0M |
| Eaton-Cambridge Inc. | 31.56% | Add +1.6% | 2,595,688 | $100.9M |
| New Capital Management LP | 24.50% | Reduce -3.9% | 2,557,586 | $99.4M |
| Integrity Alliance, Llc. | 3.69% | Add +3.7% | 2,493,127 | $96.9M |
| ARK & TLK Investments, LLC | 26.04% | Add +8.0% | 2,469,701 | $96.0M |
| Kestra Advisory Services, LLC | 0.36% | Add +13.4% | 2,462,633 | $95.7M |
| Porter White Investment Advisors, Inc. | 37.96% | Add +0.8% | 2,439,644 | $94.8M |
| Prudent Man Investment Management, Inc. | 31.73% | Reduce -0.1% | 2,382,749 | $94.3M |
| Meridian Wealth Partners, LLC | 12.70% | Reduce -4.3% | 2,380,620 | $92.5M |
| TCI Wealth Advisors, Inc. | 4.87% | Add +4.5% | 2,362,453 | $91.8M |
| Discipline Wealth Solutions, LLC | 9.55% | Add +45.8% | 2,333,696 | $90.7M |
| LRI Investments, LLC | 7.95% | Reduce -1.0% | 2,310,836 | $89.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 25.07% | Reduce -47.3% | 2,299,117 | $89.3M |
| NewEdge Advisors, LLC | 0.32% | Reduce -7.7% | 2,292,841 | $89.1M |
| Ruedi Wealth Management, Inc. | 22.92% | Reduce -1.9% | 2,290,135 | $89.0M |
| Assetmark, Inc. | 0.18% | Add +0.0% | 2,289,602 | $89.0M |
| Heritage Investment Group, Inc. | 13.38% | Reduce -1.5% | 2,274,675 | $88.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -37.2% | 2,271,718 | $88.3M |
| ShankerValleau Wealth Advisors, Inc. | 24.77% | Add +1.6% | 2,261,881 | $87.9M |
| Parkshore Wealth Management, Inc. | 29.30% | Add +15.4% | 2,255,255 | $87.6M |
| Sensible Money, LLC | 26.13% | Add +8.9% | 2,210,467 | $85.9M |
| Verisail Partners, LLC | 34.53% | Add +0.9% | 2,190,338 | $85.1M |
| Keb Asset Management, LLC | 16.30% | Add +3.2% | 2,189,130 | $85.1M |
| SC&H Financial Advisors, Inc. | 12.80% | Add +0.5% | 2,184,097 | $84.9M |
| AQR Capital Management | 0.04% | Add +44.3% | 2,175,911 | $84.6M |
| Warburton Capital Management, LLC | 40.24% | Reduce -0.1% | 2,031,981 | $82.5M |
| Maseco LLP | 2.57% | Add +23.2% | 2,112,163 | $82.1M |
| Sax Wealth Advisors, LLC | 3.92% | Reduce -0.6% | 2,042,632 | $80.9M |
| Monument Group Wealth Advisors, LLC | 43.70% | Add +3.0% | 2,026,321 | $78.7M |
| Safeguard Investment Advisory Group, LLC | 21.71% | Reduce -7.3% | 2,022,586 | $78.6M |
| Vance Wealth, LLC | 21.99% | Add +2.8% | 1,958,955 | $76.1M |
| Master's Wealth Management Inc. | 25.52% | Add +3.4% | 1,938,721 | $75.3M |
| One Degree Advisors Inc | 19.32% | Add +5.3% | 1,895,239 | $73.6M |
| Planning Center, Inc. | 7.39% | Reduce -2.3% | 1,877,973 | $73.0M |
| Cetera Investment Advisers | 0.08% | Add +0.5% | 1,869,418 | $72.6M |
| Mattern Wealth Management LLC | 14.04% | Add +1.1% | 1,853,241 | $72.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 1,903,169 | $72.0M |
| Grand Wealth Management, LLC | 33.82% | Reduce -11.3% | 1,849,146 | $71.9M |
| Capstone Capital LLC | 46.03% | Add +1.3% | 1,839,261 | $71.5M |
| Financial Symmetry Inc | 25.33% | Add +6.3% | 1,680,901 | $71.3M |
| HB Wealth Management, LLC | 0.46% | Add +0.7% | 1,831,592 | $71.2M |
| Straight Path Wealth Management | 18.90% | Add +7.0% | 1,820,547 | $70.7M |
| Baker Boyer National Bank | 21.14% | Add +1.3% | 1,810,343 | $70.3M |
| Chico Wealth RIA | 42.61% | Add +6.6% | 1,795,130 | $69.8M |
| Brighton Jones LLC | 1.52% | Reduce -6.3% | 1,768,296 | $68.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.98% | Reduce -4.5% | 1,718,842 | $66.8M |
| WorthPointe, LLC | 18.20% | Reduce -0.3% | 1,717,802 | $66.8M |
| Shearwater Capital LLC | 34.72% | Add +0.7% | 1,703,919 | $66.2M |
| Andrews, Lucia Wealth Management LLC | 39.46% | Reduce -8.1% | 1,698,938 | $66.0M |
| UBS Group AG | 0.01% | Add +21.8% | 1,678,311 | $65.2M |
| Claris Advisors, LLC / Mo / | 19.21% | Add +0.2% | 1,651,450 | $64.2M |
| Tillman Hartley LLC | 15.93% | Reduce -0.5% | 1,632,831 | $63.5M |
| Fifth Third Bancorp | 0.12% | Add +3357.8% | 1,631,943 | $63.4M |
| Creative Capital Management Investments LLC | 18.11% | Add +2.5% | 1,623,989 | $63.1M |
| Farther Finance Advisors, LLC | 0.59% | Add +51.8% | 1,581,883 | $61.9M |
| WNY Asset Management, LLC | 6.39% | — | 1,589,897 | $61.8M |
| Glassman Wealth Services | 8.33% | Add +3.1% | 1,576,925 | $61.3M |
| Strathmore Capital Advisors, Inc. | 17.20% | Add +2.3% | 1,441,815 | $60.9M |
| Ballentine Capital Advisors, Inc | 25.18% | Add +1.0% | 1,565,502 | $60.8M |
| Smartleaf Asset Management LLC | 2.17% | Reduce -0.7% | 1,586,685 | $60.0M |
| Perigon Wealth Management, LLC | 1.08% | Reduce -0.5% | 1,536,303 | $59.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.12% | Reduce -3.9% | 1,520,771 | $59.1M |
| Foundations Investment Advisors, LLC | 0.73% | Reduce -4.0% | 1,516,278 | $58.9M |
| Morton Capital Management LLC | 8.71% | Add +6.2% | 1,507,348 | $58.6M |
| Wealth Advisors Northwest LLC | 24.56% | Add +9.8% | 1,507,026 | $58.6M |
| Aspen Capital Management, LLC | 14.36% | Add +8.6% | 1,492,918 | $58.0M |
| Passive Capital Management, LLC. | 16.47% | Add +5.2% | 1,419,268 | $55.2M |
| True Wealth Design, LLC | 15.10% | Add +2.7% | 1,400,761 | $54.4M |
| Orion Porfolio Solutions, LLC | 0.46% | Reduce -14.0% | 1,389,678 | $54.0M |
| Applied Capital LLC | 20.05% | Add +2.3% | 1,382,077 | $53.7M |
| Cypress Point Wealth Management, LLC | 11.53% | Add +5.4% | 1,377,960 | $53.5M |
| Earned Wealth Advisors, LLC | 3.57% | Reduce -7.0% | 1,372,177 | $53.3M |
| EP Wealth Advisors, LLC | 0.26% | Reduce -0.5% | 1,368,036 | $53.2M |
| Northwest Wealth Management, LLC | 7.75% | Add +5.2% | 1,326,887 | $51.6M |
| Trust Co of the South | 8.14% | Add +1.0% | 1,302,301 | $50.6M |
| RS Crum Inc. | 9.68% | Add +3.3% | 1,288,252 | $50.1M |
| Midwest Heritage Bank, FSB | 15.91% | Add +3.3% | 1,276,183 | $49.6M |
| Demming Financial Services Corp. | 34.96% | Add +1.9% | 1,239,464 | $48.2M |
| Lauterbach Financial Advisors, LLC | 23.28% | Reduce -1.9% | 1,226,668 | $47.7M |
| Bannerman Wealth Management Group, LLC | 31.64% | Add +7.6% | 1,208,315 | $47.0M |
| Vestment Financial LLC | 21.99% | Add +6.8% | 1,108,406 | $46.7M |
| Vannoy Advisory Group, Inc. | 28.99% | Add +0.0% | 1,178,323 | $45.8M |
| Client 1ST Advisory Group, LLC | 13.89% | Add +0.1% | 1,175,347 | $45.7M |
| Bayshore Asset Management, LLC | 18.06% | Reduce -0.3% | 1,167,414 | $45.4M |
| Rather & Kittrell, Inc. | 6.84% | Reduce -1.5% | 1,139,712 | $44.3M |
| FMB Wealth Management | 18.28% | Add +0.4% | 1,136,845 | $44.2M |
| Squire Investment Management Company, LLC | 12.15% | Add +7.1% | 1,125,104 | $43.7M |
| Merit Financial Group, LLC | 0.32% | Add +113.1% | 1,123,648 | $43.7M |
| Abel Hall, LLC | 9.19% | Add +4.8% | 1,109,445 | $43.1M |
| Equitable Holdings, Inc. | 0.28% | Reduce -0.6% | 1,087,520 | $43.1M |
| Cahill Financial Advisors Inc. | 4.64% | Add +6.9% | 1,103,495 | $42.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 1,100,207 | $42.8M |
| North Ridge Wealth Advisors, Inc. | 23.91% | Reduce -2.6% | 1,093,766 | $42.5M |
| Momentous Wealth Management, Inc. | 24.15% | Add +4.1% | 1,087,692 | $42.3M |
| Cherrydale Wealth Management, LLC | 12.98% | Reduce -4.4% | 1,081,040 | $42.0M |
| Johnson Wealth Management, LLC | 20.19% | Add +5.4% | 1,076,380 | $41.8M |
| Red Lighthouse Investment Management, LLC | 13.85% | Reduce -1.4% | 1,055,204 | $41.0M |
| Capstone Wealth Management, Inc. | 34.68% | Add +0.6% | 1,040,681 | $40.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +3.6% | 1,050,727 | $40.8M |
| Cardinal Point Capital Management ULC | 2.45% | Add +6.0% | 1,027,815 | $39.9M |
| Mills Wealth Advisors LLC | 13.93% | Add +5.7% | 1,026,409 | $39.9M |
| Quantinno Capital Management LP | 0.07% | Add +28.8% | 1,005,870 | $39.1M |
| Vantage Point Financial LLC | 13.68% | Add +1.8% | 1,002,720 | $39.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.73% | Add +7.5% | 1,000,413 | $38.9M |
| Pandowealth. LLC | 33.74% | Add +6.0% | 994,850 | $38.7M |
| Trellis Wealth Advisors LLC | 14.53% | Add +2.8% | 982,700 | $38.2M |
| Vested Financial Planning, LLC | 29.04% | Reduce -0.1% | 980,912 | $38.1M |
| Chicago Partners Investment Group LLC | 0.85% | Add +4.0% | 897,015 | $37.8M |
| Parker Financial LLC | 15.00% | Add +2.6% | 969,768 | $37.5M |
| Savvy Advisors, Inc. | 1.00% | Add +43.0% | 957,846 | $37.2M |
| Wealthcare Advisory Partners LLC | 0.72% | Reduce -38.2% | 956,946 | $37.2M |
| XY Planning Network, Inc. | 5.94% | Add +3.5% | 950,162 | $37.2M |
| Arcadia Wealth Management, Inc. | 20.05% | Add +1.3% | 953,265 | $37.0M |
| Rachor Investment Advisory Services, LLC | 19.31% | Add +1.5% | 945,752 | $36.8M |
| Private Wealth Management Group, LLC | 9.52% | Reduce -0.1% | 933,147 | $36.3M |
| Versant Capital Management, Inc | 3.53% | Add +8.9% | 921,453 | $35.8M |
| Lutz Financial Services LLC | 2.40% | Add +2.5% | 919,611 | $35.7M |
| DiNuzzo Private Wealth, Inc. | 3.84% | Add +1.0% | 917,351 | $35.6M |
| Quarry Hill Advisors, LLC | 14.58% | Add +5.8% | 841,940 | $35.4M |
| Watchman Group, Inc. | 8.52% | Reduce -2.6% | 906,387 | $35.2M |
| Dopkins Wealth Management, LLC | 13.88% | Reduce -6.1% | 888,785 | $34.5M |
| Cloud Capital Management, LLC | 15.01% | Add +20.2% | 886,200 | $34.4M |
| HTG Investment Advisors, Inc. | 9.77% | Add +3.4% | 881,511 | $34.3M |
| MML Investors Services, LLC | 0.09% | Reduce -10.5% | 875,494 | $34.0M |
| CSP Financial Group, LLC | 34.79% | — | 874,504 | $34.0M |
| BCO Wealth Management LLC | 20.17% | Add +1.1% | 864,018 | $33.6M |
| TRB Wealth Management, LLC | 4.72% | — | 854,642 | $33.2M |
| B&D White Capital Company, LLC | 4.07% | Reduce -3.1% | 847,888 | $32.9M |
| Babb Wealth Advisors LLC | 18.00% | Add +3.9% | 847,345 | $32.9M |
| Truist Financial Corp. | 0.04% | Add +0.8% | 834,410 | $32.4M |
| Financial Alternatives, Inc | 17.45% | Add +30.1% | 833,008 | $32.4M |
| Captrust Financial Advisors | 0.06% | Reduce -1.1% | 830,067 | $32.3M |
| Pacific Asset Management, LLC | 17.91% | Add +7.7% | 825,374 | $32.1M |
| Raffa Wealth Management, LLC | 4.94% | Add +2.3% | 813,475 | $31.6M |
| JP Wealth Management, Inc. | 21.32% | Reduce -0.0% | 809,013 | $31.4M |
| Liberty Wealth Management LLC | 3.92% | Add +0.3% | 806,981 | $31.4M |
| UMB Bank, n.a. | 0.44% | Reduce -0.2% | 806,093 | $31.3M |
| Old Peak Finance LLC | 18.24% | Add +3.1% | 803,937 | $31.2M |
| MilWealth Group LLC | 7.40% | Add +0.1% | 799,943 | $31.1M |
| Peirce Capital Management, LLC | 12.15% | Reduce -0.7% | 799,514 | $31.1M |
| Fiduciary Financial Group, LLC | 4.11% | Add +6.4% | 798,022 | $31.0M |
| Beacon Financial Strategies CORP | 17.43% | No change | 790,195 | $30.7M |
| marrick wealth, LLC | 25.61% | Reduce -0.8% | 783,802 | $30.5M |
| Aspen Wealth Management LLC | 6.07% | Add +10.4% | 782,288 | $30.4M |
| Efficient Advisors, LLC | 2.16% | Reduce -41.0% | 782,273 | $30.4M |
| Bridge Generations Wealth Management LLC | 17.32% | Add +2.5% | 777,411 | $30.2M |
| SageOak Financial, LLC | 21.18% | Add +2.4% | 771,832 | $30.0M |
| Outbound Financial Inc | 22.09% | Add +8.5% | 758,225 | $29.5M |
| Cambridge Financial Group, LLC | 9.96% | Add +11.6% | 757,454 | $29.4M |
| Wheels Up Wealth, Inc. | 27.65% | Add +0.8% | 756,857 | $29.4M |
| LifeGuide Financial Advisors, LLC | 9.40% | Add +12.7% | 756,251 | $29.4M |
| Dynamic Advisor Solutions LLC | 0.92% | Add +2.1% | 749,174 | $29.1M |
| AA Financial Advisors, LLC | 4.05% | New | 740,205 | $28.8M |
| SwitchPoint Financial Planning, LLC | 19.47% | Add +3.5% | 738,764 | $28.7M |
| New Dimensions Wealth Management, LLC | 24.19% | Add +0.2% | 731,523 | $28.4M |
| American Capital Advisory, LLC | 11.41% | Add +3.0% | 724,910 | $28.2M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Reduce -0.4% | 721,760 | $28.0M |
| Scratch Capital LLC | 16.04% | Add +11.4% | 720,938 | $28.0M |
| Phillips Financial Management, LLC | 2.03% | Reduce -2.8% | 720,781 | $28.0M |
| Mission Wealth Management, LP | 0.58% | Add +4.2% | 718,096 | $27.9M |
| Mather Group, Llc. | 0.28% | Reduce -1.1% | 718,051 | $27.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.48% | Reduce -0.6% | 710,928 | $27.6M |
| Generations Wealth, LLC | 26.60% | Add +4.3% | 705,040 | $27.4M |
| AdvisorNet Financial, Inc | 1.41% | Add +2.1% | 701,850 | $27.3M |
| CFS Investment Advisory Services, LLC | 1.88% | Add +9.9% | 647,521 | $27.3M |
| Wolfstich Capital, LLC | 23.82% | Reduce -3.7% | 711,057 | $27.2M |
| Keudell/Morrison Wealth Management | 5.55% | Add +54.4% | 698,277 | $27.1M |
| Longview Financial Advisors LLC | 14.72% | Add +1.5% | 697,083 | $27.1M |
| ABLE Financial Group, LLC | 5.28% | Reduce -1.3% | 694,084 | $27.0M |
| Aurelius Family Office LLC | 11.66% | Reduce -2.6% | 690,093 | $26.8M |
| EverSource Wealth Advisors, LLC | 0.82% | Reduce -0.1% | 689,740 | $26.8M |
| Retirement Solution LLC | 6.32% | Add +10.3% | 687,039 | $26.7M |
| RCS Financial Planning, LLC | 13.77% | Reduce -3.3% | 682,997 | $26.5M |
| Financial Harvest, LLC | 15.59% | Add +6.0% | 681,131 | $26.5M |
| Parkwoods Wealth Partners, LLC | 6.26% | Add +19.3% | 657,444 | $25.5M |
| Rehmann Capital Advisory Group | 1.29% | Reduce -0.4% | 638,492 | $24.8M |
| Geneos Wealth Management Inc. | 0.57% | Add +9.5% | 634,594 | $24.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.3% | 633,475 | $24.6M |
| Wealth Management Strategies, Inc. | 11.09% | Add +2.9% | 630,729 | $24.5M |
| Investment Advisory Group, LLC | 5.96% | Add +1.0% | 603,652 | $23.5M |
| Daner Wealth Management, LLC | 13.77% | Add +18.2% | 543,945 | $23.4M |
| N.E.W. Advisory Services LLC | 1.74% | Reduce -1.1% | 600,399 | $23.3M |
| Optimus Capital Advisors, LLC | 13.59% | Add +4.3% | 591,534 | $23.0M |
| Signature Resources Capital Management, LLC | 10.77% | Add +6.4% | 585,167 | $22.7M |
| Morgan Stanley | 0.00% | Add +13.4% | 573,130 | $22.3M |
| Index Fund Advisors, Inc. | 0.99% | Add +144.1% | 567,137 | $22.0M |
| Corus Family Wealth Advisors | 17.90% | Add +7.6% | 565,771 | $22.0M |
| Acorn Wealth Advisors, LLC | 6.32% | Add +24.7% | 557,655 | $21.7M |
| Pinnacle Financial Group, LLC / IL | 5.88% | Add +1.8% | 552,476 | $21.5M |
| Legacy Financial Group, Inc. | 5.64% | Reduce -1.0% | 549,536 | $21.4M |
| Cogent Strategic Wealth LLC | 21.94% | Add +2.9% | 549,427 | $21.4M |
| Hutchens & Kramer Investment Management Group, LLC | 6.71% | Add +0.6% | 546,216 | $21.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.44% | Reduce -0.0% | 539,257 | $21.0M |
| 3 Factor Indexing, LLC | 19.68% | — | 536,347 | $20.8M |
| Visionary Wealth Advisors | 0.92% | Add +0.5% | 532,213 | $20.7M |
| tru Independence LLC | 10.15% | Add +3.9% | 528,063 | $20.5M |
| Vistica Wealth Advisors, LLC | 20.26% | Reduce -2.4% | 523,119 | $20.3M |
| Approach Retirement Advisors, LLC | 16.66% | Add +1.7% | 515,428 | $20.0M |
| Vestia Personal Wealth Advisors | 9.24% | Add +33.0% | 603,957 | $19.7M |
| Kilner Capital Advisors, LLC | 18.73% | Reduce -5.2% | 503,117 | $19.6M |
| Trajan Wealth LLC | 0.79% | Add +0.6% | 502,451 | $19.5M |
| Hill Investment Group Partners, LLC | 2.13% | Reduce -3.9% | 495,653 | $19.3M |
| Stifel Financial Corp. | 0.02% | Add +1.5% | 494,578 | $19.2M |
| JDH Wealth Management, LLC | 12.71% | Reduce -2.4% | 485,029 | $18.8M |
| Kane Co Wealth Management, Inc. | 15.71% | Reduce -0.8% | 479,279 | $18.6M |
| PW Advisors, LLC \ FL | 13.78% | Add +7.8% | 473,396 | $18.4M |
| Diversify Wealth Management, LLC | 0.33% | Add +21.4% | 436,833 | $18.3M |
| Silver Oak Advisory Group, Inc. | 7.79% | Add +16.0% | 464,582 | $18.1M |
| CVA Family Office, LLC | 1.90% | Reduce -0.9% | 464,461 | $18.0M |
| E6 Portfolios, LLC | 18.48% | Add +7.4% | 456,155 | $17.7M |
| Tru Independence Asset Management 2, LLC | 10.85% | Add +1.5% | 453,945 | $17.6M |
| Simplicity Wealth,LLC | 0.98% | Reduce -4.7% | 444,593 | $17.3M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -3.3% | 440,732 | $17.1M |
| Root Financial Partners, LLC | 0.79% | Add +3.1% | 439,940 | $17.1M |
| Cwm, LLC | 0.04% | Reduce -26.9% | 434,837 | $16.9M |
| FMR LLC | 0.00% | Add +16.1% | 432,068 | $16.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.8% | 430,019 | $16.7M |
| Firethorn Wealth Partners, LLC | 6.05% | Add +4.7% | 424,719 | $16.5M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -0.9% | 420,219 | $16.3M |
| Cravens & Co Advisors, LLC | 10.55% | Add +1.6% | 417,849 | $16.2M |
| Entrust Financial LLC | 11.26% | Reduce -1.3% | 414,296 | $16.1M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +8.7% | 411,286 | $16.0M |
| Aerodigm Wealth, LLC | 5.90% | Add +1.1% | 403,552 | $15.7M |
| Riverchase Wealth Management, LLC | 8.10% | Reduce -4.6% | 400,075 | $15.5M |
| Vise Technologies, Inc. | 0.30% | No change | 391,198 | $15.5M |
| Diversified Enterprises, LLC | 0.85% | New | 397,837 | $15.5M |
| Capstone Wealth Management, LLC | 10.65% | Add +0.4% | 393,120 | $15.3M |
| Bessemer Group Inc. | 0.02% | Reduce -0.4% | 392,629 | $15.3M |
| Summit Wealth Group, LLC | 3.46% | Reduce -1.6% | 388,492 | $15.1M |
| Regions Financial Corp. | 0.10% | Reduce -0.8% | 384,808 | $15.0M |
| Sensenig Capital Advisors, Inc | 14.92% | Reduce -4.0% | 374,449 | $14.6M |
| Integrated Advisors Network LLC | 0.76% | Add +1.4% | 371,740 | $14.4M |
| Capital Group Private Client Services, Inc. | 0.24% | Add +551.0% | 370,724 | $14.4M |
| Two West Capital Advisors LLC | 7.61% | Add +3.0% | 342,233 | $14.4M |
| Five Oceans Advisors | 5.09% | Reduce -3.5% | 362,046 | $14.1M |
| Arax Advisory Partners | 0.39% | Add +6.7% | 352,852 | $13.8M |
| Nwam LLC | 0.79% | Add +0.3% | 353,526 | $13.7M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +726.4% | 352,500 | $13.7M |
| CreativeOne Wealth, LLC | 0.31% | Add +0.8% | 348,696 | $13.6M |
| Oceanside Advisors LLC | 7.56% | Add +3.5% | 340,920 | $13.2M |
| Choreo, LLC | 0.16% | Add +278.3% | 338,183 | $13.1M |
| Hassell Wealth Management, LLC | 4.35% | Reduce -0.1% | 333,506 | $13.0M |
| Family Office Research LLC | 5.46% | Reduce -0.5% | 323,216 | $12.6M |
| Winthrop Advisory Group LLC | 1.02% | Reduce -0.3% | 321,678 | $12.5M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9.45% | Add +20.1% | 320,692 | $12.5M |
| Aspiriant, LLC | 0.35% | Add +0.0% | 320,184 | $12.4M |
| Donalies Financial Planning, LLC | 10.61% | Reduce -0.5% | 320,168 | $12.4M |
| Apollon Financial, LLC | 1.69% | Add +1.6% | 314,444 | $12.2M |
| Ferguson Johnson Wealth Management Inc | 9.86% | Add +4.3% | 312,731 | $12.2M |
| WealthSpring Partners, LLC | 11.12% | Add +8.9% | 311,841 | $12.1M |
| Melfa Wealth Management, Inc. | 6.95% | Reduce -0.1% | 311,593 | $12.1M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +6.4% | 308,496 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -2.1% | 306,642 | $11.9M |
| McLean Asset Management Corp | 2.08% | Reduce -1.7% | 306,393 | $11.9M |
| Conquis Financial LLC | 9.80% | Add +6.8% | 281,534 | $11.8M |
| Vigil Wealth Management, LLC | 9.55% | Add +3.0% | 304,067 | $11.8M |
| Cherry Tree Wealth Management, LLC | 2.50% | Reduce -2.3% | 303,985 | $11.8M |
| Cedar Wealth Management, LLC | 3.42% | No change | 302,298 | $11.7M |
| McCartney Wealth Management LLC | 9.87% | Reduce -2.3% | 301,680 | $11.7M |
| M Holdings Securities, Inc. | 0.78% | Reduce -0.1% | 298,505 | $11.6M |
| Tortoise Investment Management, LLC | 0.95% | Add +4.1% | 296,120 | $11.5M |
| Great Waters Wealth Management | 1.21% | Reduce -2.1% | 294,564 | $11.4M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Add +98.8% | 284,811 | $11.1M |
| Rf&l Wealth Management, LLC | 8.24% | Reduce -0.6% | 283,137 | $11.0M |
| Gemmer Asset Management LLC | 0.87% | Add +1.8% | 282,569 | $11.0M |
| SageView Advisory Group, LLC | 0.40% | Reduce -3.8% | 281,770 | $10.9M |
| Foundation Wealth Management, LLC\PA | 3.78% | Reduce -3.9% | 275,950 | $10.7M |
| Heffernan Advisory, Inc. | 9.93% | Add +8.0% | 275,385 | $10.7M |
| Fiduciary Financial Advisors | 9.48% | — | 273,537 | $10.6M |
| Tandemgrowth Financial Advisors LLC | 10.00% | Reduce -10.5% | 273,084 | $10.6M |
| Triad Wealth Partners, LLC | 0.84% | Add +11.8% | 271,250 | $10.5M |
| Signaturefd, LLC | 0.16% | Add +359.4% | 267,387 | $10.4M |
| Avion Wealth | 2.12% | Reduce -5.3% | 264,087 | $10.3M |
| PFG Advisors | 0.50% | Add +6.5% | 263,239 | $10.2M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -13.2% | 261,521 | $10.2M |
| Waterfront Wealth Inc. | 1.86% | Reduce -12.3% | 260,410 | $10.1M |
| Red Wave Investments LLC | 3.02% | Reduce -0.8% | 260,238 | $10.1M |
| Broadhurst Jeffrey B | 10.23% | Reduce -4.2% | 256,826 | $10.0M |
| AssuredPartners Investment Advisors, LLC | 1.08% | Reduce -6.3% | 251,219 | $9.9M |
| Sterling Wealth Management, Inc. | 2.68% | Reduce -0.0% | 251,132 | $9.8M |
| Note Advisors, LLC | 4.86% | Add +1.5% | 250,336 | $9.7M |
| Citigroup Inc. | 0.01% | Add +39.9% | 248,732 | $9.7M |
| BDFS Capital LLC | 4.65% | Add +5.4% | 248,727 | $9.7M |
| Sei Investments Co. | 0.01% | Add +33.1% | 246,847 | $9.6M |
| Hippocratic Financial Advisors, LLC | 4.20% | Reduce -9.6% | 246,649 | $9.6M |
| Brookstone Capital Management | 0.11% | Add +48.1% | 246,152 | $9.6M |
| Factor Wealth Management LTD | 1.80% | Add +2.7% | 245,839 | $9.6M |
| Fort Point Capital Partners LLC | 1.24% | Reduce -1.5% | 242,474 | $9.4M |
| Professional Financial Solutions LLC | 8.27% | Add +4.5% | 239,301 | $9.3M |
| Legacy Advisors, LLC | 1.09% | No change | 238,363 | $9.3M |
| Citizens & Northern Corp. | 2.31% | No change | 238,023 | $9.2M |
| Essential Planning, LLC. | 2.93% | Add +18.2% | 237,349 | $9.2M |
| Sutton Place Investors LLC | 5.02% | Add +0.7% | 236,217 | $9.2M |
| Websterrogers Financial Advisors, LLC | 2.62% | Reduce -2.0% | 236,059 | $9.2M |
| Arista Wealth Management, LLC | 1.10% | Reduce -0.1% | 233,525 | $9.1M |
| MB Generational Wealth, LLC | 4.92% | Add +18.1% | 228,900 | $8.9M |
| Bridgewater Advisors Inc. | 0.53% | Reduce -0.8% | 204,966 | $8.9M |
| Poinciana Advisors Group, LLC | 6.95% | Add +1.1% | 226,646 | $8.8M |
| Woodside Wealth Management LLC | 6.69% | Add +0.2% | 220,439 | $8.6M |
| Ballentine Partners, LLC | 0.12% | Add +377.4% | 220,432 | $8.6M |
| Investmark Advisory Group LLC | 3.66% | Add +0.1% | 219,892 | $8.5M |
| VSM Wealth Advisory, LLC | 2.55% | Add +4.2% | 219,843 | $8.5M |
| Freedom Financial Partners LLC | 3.02% | Reduce -0.5% | 217,986 | $8.5M |
| CGN Advisors LLC | 0.65% | Add +0.1% | 212,330 | $8.3M |
| BlackRock, Inc. | 0.00% | Add +208.7% | 210,429 | $8.2M |
| Optima Capital LLC | 3.78% | Add +2.3% | 209,644 | $8.1M |
| Integrity Wealth Partners, LLC | 7.18% | — | 205,241 | $8.0M |
| Arnold Financial Planning LLC | 7.34% | Reduce -0.5% | 202,254 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 201,723 | $7.8M |
| Strategic Investment Solutions, Inc. | 1.88% | Reduce -0.9% | 200,854 | $7.8M |
| Morris Financial Concepts, Inc. | 2.63% | Reduce -2.2% | 199,496 | $7.8M |
| Brown Advisory Inc. | 0.01% | Add +16.7% | 197,717 | $7.7M |
| Asset Advisory Group, Inc. | 3.70% | Add +2.6% | 189,814 | $7.4M |
| Foundry Financial LLC | 3.09% | Reduce -45.6% | 187,835 | $7.3M |
| Austin Wealth Management, LLC | 1.66% | Reduce -44.3% | 185,326 | $7.3M |
| Berger Financial Group, Inc | 0.41% | Reduce -2.8% | 186,843 | $7.3M |
| HMV Wealth Advisors, LLC | 3.37% | Add +4.7% | 184,640 | $7.2M |
| Nicholas Hoffman & Company, LLC. | 0.16% | Add +0.0% | 178,816 | $6.9M |
| Archford Capital Strategies, LLC | 0.79% | Reduce -9.0% | 178,167 | $6.9M |
| IFG Advisors, LLC | 1.13% | Reduce -3.7% | 177,637 | $6.9M |
| AE Wealth Management LLC | 0.04% | Add +23.5% | 171,994 | $6.7M |
| Inspire Advisors, LLC | 0.54% | New | 171,958 | $6.7M |
| Transcend Capital Advisors, LLC | 0.54% | Add +2.3% | 171,900 | $6.7M |
| Hutchinson Capital Management | 1.21% | Add +26.4% | 168,710 | $6.6M |
| HBE Wealth Management, LLC | 5.64% | Add +11.1% | 166,377 | $6.5M |
| Financial Council, LLC | 2.49% | Add +3.6% | 166,234 | $6.5M |
| Prospect Financial Group LLC | 5.91% | Add +10.3% | 164,827 | $6.4M |
| Wealth Architects, LLC | 0.57% | Add +6.8% | 164,243 | $6.4M |
| Venture Visionary Partners LLC | 0.21% | Reduce -0.1% | 163,386 | $6.3M |
| Montis Financial, LLC | 1.30% | Reduce -2.5% | 162,170 | $6.3M |
| Midwest Trust Co | 0.08% | Add +2.2% | 161,210 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +82.0% | 163,713 | $6.2M |
| True Blue Financial, LLC | 4.85% | Reduce -2.5% | 158,243 | $6.1M |
| Sowell Financial Services LLC | 0.23% | Add +0.2% | 157,238 | $6.1M |
| First Financial Group Corp | 4.97% | Add +1.4% | 156,651 | $6.1M |
| Nicolet Bankshares Inc. | 0.22% | Add +117.4% | 155,955 | $6.1M |
| Baker Tilly Wealth Management, LLC | 1.46% | Reduce -4.4% | 154,967 | $6.0M |
| Prospera Financial Services Inc | 0.10% | Add +26.3% | 151,997 | $5.9M |
| Keystone Financial Group, Inc. | 3.06% | Reduce -5.0% | 151,343 | $5.9M |
| Ieq Capital, LLC | 0.03% | Add +20.5% | 150,916 | $5.9M |
| Integrity Wealth Solutions LLC | 2.30% | Add +0.1% | 150,588 | $5.9M |
| Aprio Wealth Management, LLC | 0.32% | Add +7.9% | 150,541 | $5.9M |
| Xcelsior Advisor Partners LLC | 2.23% | Add +2.7% | 150,110 | $5.8M |
| L2 Asset Management, LLC | 0.55% | Add +102.3% | 149,391 | $5.8M |
| Abacus Wealth Partners, LLC | 0.53% | Reduce -0.6% | 149,383 | $5.8M |
| GEM Asset Management, LLC | 2.54% | Add +0.3% | 148,065 | $5.8M |
| Great Lakes Retirement, Inc. | 0.59% | Reduce -52.1% | 146,213 | $5.7M |
| Western Wealth Management, LLC | 0.21% | Reduce -1.3% | 144,113 | $5.6M |
| MAI Capital Management | 0.03% | Add +0.0% | 143,671 | $5.6M |
| Kaufman Rossin Wealth, LLC | 3.17% | Reduce -15.7% | 142,411 | $5.5M |
| Apollon Wealth Management, LLC | 0.09% | Add +0.1% | 141,654 | $5.5M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4.93% | No change | 141,178 | $5.5M |
| Ariadne Wealth Management, LP | 2.46% | Add +4.6% | 141,164 | $5.5M |
| Krilogy Financial LLC | 0.18% | Reduce -0.0% | 131,726 | $5.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 139,877 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.75% | Reduce -0.6% | 138,826 | $5.4M |
| Werba Rubin Papier Wealth Management | 0.75% | Add +2.6% | 138,751 | $5.4M |
| Oath Planning, LLC | 4.77% | Reduce -2.3% | 138,197 | $5.4M |
| WPWealth LLP | 0.79% | Reduce -1.0% | 133,719 | $5.2M |
| Aptus Capital Advisors, LLC | 0.04% | Add +8.9% | 131,355 | $5.1M |
| Valued Wealth Advisors LLC | 2.07% | Reduce -15.2% | 131,262 | $5.1M |
| Everest Financial Group LLC | 0.84% | New | 131,015 | $5.1M |
| Beckerman Institutional, LLC | 2.69% | Add +1.5% | 130,220 | $5.1M |
| RVW Wealth, LLC | 0.39% | Reduce -0.0% | 128,583 | $5.0M |
| Heritage Wealth Management, Inc. | 2.78% | Reduce -2.5% | 128,370 | $5.0M |
| Entrewealth, LLC | 2.23% | Reduce -0.0% | 128,035 | $5.0M |
| BlueSky Wealth Advisors, LLC | 0.63% | Reduce -22.4% | 126,647 | $4.9M |
| Selective Wealth Management, Inc. | 1.46% | Add +169.3% | 117,025 | $4.9M |
| Caerus Investment Advisors, LLC | 2.07% | No change | 126,041 | $4.9M |
| Tranquilli Financial Advisor LLC | 2.84% | Add +5.0% | 125,359 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.3% | 123,681 | $4.8M |
| Knightsbridge Asset Management, LLC | 0.65% | Reduce -1.6% | 123,531 | $4.8M |
| Wesbanco Bank Inc. | 0.13% | Reduce -0.0% | 123,312 | $4.8M |
| Twin Cities Retirement Group LLC | 4.38% | Reduce -1.8% | 123,214 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.8% | 121,474 | $4.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.97% | Reduce -2.4% | 120,806 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.4% | 119,153 | $4.6M |
| Alpha Financial Advisors, LLC | 1.41% | Reduce -2.6% | 118,767 | $4.6M |
| Clark Asset Management, LLC | 0.43% | Add +13.8% | 118,729 | $4.6M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -0.6% | 116,665 | $4.5M |
| Atlas Private Wealth Advisors | 1.06% | Reduce -0.5% | 116,054 | $4.5M |
| Arbor Wealth Advisors LLC | 3.16% | No change | 115,776 | $4.5M |
| M Wealth Management, LLC | 3.78% | Reduce -1.1% | 115,406 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.7% | 114,672 | $4.5M |
| Private Trust Co. NA | 0.40% | Reduce -0.4% | 114,250 | $4.4M |
| Curio Wealth, LLC | 1.50% | Reduce -1.3% | 112,966 | $4.4M |
| NorthRock Partners, LLC | 0.07% | No change | 112,300 | $4.4M |
| HighPoint Advisor Group LLC | 0.18% | Add +0.3% | 111,712 | $4.3M |
| BluePrint Investing LLC | 3.85% | No change | 111,626 | $4.3M |
| Bernicke Wealth Management, Ltd. | 0.56% | Reduce -5.4% | 111,170 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.26% | Add +2.9% | 110,061 | $4.3M |
| Amicus Financial Advisors, LLC | 1.17% | Add +76.2% | 109,090 | $4.2M |
| Clarity Capital Advisors, LLC | 1.97% | Add +0.1% | 108,852 | $4.2M |
| Balance Wealth Partners LLC | 1.31% | Reduce -1.2% | 108,604 | $4.2M |
| Everest Private Wealth | 2.13% | No change | 108,049 | $4.2M |
| Aegis Wealth Management LLC | 2.35% | Add +1.3% | 105,815 | $4.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 104,962 | $4.1M |
| RFG Advisory, LLC | 0.07% | Reduce -18.3% | 104,763 | $4.1M |
| Total Clarity Wealth Management, Inc. | 0.96% | Add +2.4% | 104,647 | $4.1M |
| Advisors Capital Management, LLC | 0.05% | Reduce -0.9% | 104,199 | $4.0M |
| Belleair Asset Management, LLC | 3.68% | Reduce -0.2% | 103,813 | $4.0M |
| AlphaCore Capital LLC | 0.10% | Reduce -7.2% | 103,610 | $4.0M |
| PDS Planning, Inc | 0.26% | Add +76.7% | 101,354 | $3.9M |
| Summit Wealth Group LLC / Co. | 0.41% | Add +9.2% | 100,980 | $3.9M |
| Retirement Planning Group, LLC | 0.12% | Reduce -1.6% | 100,696 | $3.9M |
| Integrated Wealthcare, LLC | 3.27% | Reduce -0.0% | 100,621 | $3.9M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -2.4% | 100,395 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -43.9% | 99,905 | $3.9M |
| Summit Financial, LLC | 0.05% | Add +421.1% | 98,933 | $3.8M |
| Canvas Wealth Advisors, LLC | 0.65% | Add +685.9% | 98,470 | $3.8M |
| Vista Capital Partners, Inc. | 0.38% | Add +3.6% | 98,397 | $3.8M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -0.6% | 98,156 | $3.8M |
| Renaissance Technologies | 0.01% | New | 96,800 | $3.8M |
| C M Bidwell & Associates Ltd. | 1.73% | Add +2.6% | 95,597 | $3.7M |
| Forteris Wealth Management Inc. | 3.55% | Reduce -3.9% | 95,423 | $3.7M |
| Orion Capital Management LLC | 1.28% | Reduce -0.3% | 95,154 | $3.7M |
| USAdvisors Wealth Management, LLC | 1.21% | Add +0.1% | 96,701 | $3.7M |
| Intelligent Financial Strategies | 1.90% | Add +0.0% | 93,973 | $3.7M |
| Kestra Investment Management, LLC | 0.06% | Add +64.0% | 92,851 | $3.6M |
| Summit Portfolio Management, LTD. | 2.31% | — | 92,402 | $3.6M |
| Allium Financial Advisors, LLC | 2.87% | No change | 92,057 | $3.6M |
| Mowery & Schoenfeld Wealth Management, LLC | 5.45% | Reduce -1.4% | 91,829 | $3.6M |
| Nautilus Advisors LLC | 2.43% | Add +1.9% | 91,167 | $3.5M |
| Pioneer Wealth Management Group | 0.99% | Add +11.2% | 90,597 | $3.5M |
| Concord Wealth Partners | 0.45% | Add +7.2% | 89,313 | $3.5M |
| City State Bank | 0.90% | Add +10.2% | 89,302 | $3.5M |
| Altar Rock LLC | 4.06% | Add +0.1% | 88,936 | $3.5M |
| Curi Capital, LLC | 0.06% | Reduce -9.5% | 88,507 | $3.4M |
| Eaton Financial Holdings Company, LLC | 1.12% | Add +1.1% | 88,078 | $3.4M |
| Freestone Capital Holdings, LLC | 0.10% | No change | 87,036 | $3.4M |
| Samalin Investment Counsel, LLC | 1.20% | Add +4.8% | 86,836 | $3.4M |
| Vanguard National Trust Co | 0.21% | — | 86,724 | $3.4M |
| WestHill Financial Advisors, Inc. | 0.64% | Reduce -0.3% | 86,551 | $3.4M |
| Buttonwood Financial Advisors Inc. | 1.11% | Reduce -3.0% | 85,618 | $3.3M |
| Kure Advisory, LLC | 1.81% | Add +4.2% | 85,495 | $3.3M |
| Accredited Investor Services, LLC | 2.06% | Reduce -1.4% | 82,688 | $3.2M |
| Wealthspan Partners, LLC | 1.13% | Reduce -0.3% | 82,688 | $3.2M |
| KOM Wealth Management Group, LLC | 2.17% | Reduce -24.3% | 81,789 | $3.2M |
| 25 LLC | 0.96% | Add +1.0% | 80,458 | $3.1M |
| True North Advisors, LLC | 0.35% | Reduce -26.8% | 79,903 | $3.1M |
| Wedmont Private Capital | 0.10% | Reduce -16.6% | 76,662 | $3.1M |
| Hartmann Taylor Wealth Management, LLC | 2.05% | No change | 79,593 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 79,354 | $3.1M |
| Caprock Group, LLC | 0.07% | Reduce -3.1% | 79,160 | $3.1M |
| E-Wealth Partners, LLC | 2.49% | Add +23.8% | 78,999 | $3.1M |
| Evoke Wealth, LLC | 0.06% | Add +0.0% | 78,225 | $3.0M |
| Financial Insights, Inc. | 0.98% | Reduce -5.7% | 78,195 | $3.0M |
| Merited Wealth, LLC | 2.47% | Add +10.5% | 76,627 | $3.0M |
| Legacy Capital Wealth Partners, LLC | 0.60% | Reduce -13.2% | 74,638 | $2.9M |
| Prosperity Planning, Inc. | 1.04% | Reduce -0.2% | 74,391 | $2.9M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +30.9% | 73,560 | $2.9M |
| Atwater Malick LLC | 0.77% | Add +0.3% | 73,256 | $2.8M |
| Arkadios Wealth Advisors | 0.05% | Add +331.6% | 73,021 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.3% | 72,871 | $2.8M |
| Keener Financial Planning LLC | 1.19% | Reduce -0.3% | 72,736 | $2.8M |
| Baker Avenue Asset Management, LP | 0.06% | No change | 72,633 | $2.8M |
| Ares Financial Consulting, LLC | 2.20% | Reduce -9.1% | 71,636 | $2.8M |
| Marietta Wealth Management, LLC | 0.33% | Reduce -0.1% | 72,061 | $2.8M |
| Physician Wealth Solutions Inc. | 1.15% | Reduce -57.9% | 71,746 | $2.8M |
| WealthCollab, LLC | 1.14% | No change | 71,464 | $2.8M |
| Strategent Financial, LLC | 1.88% | Add +3.4% | 71,097 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.6% | 70,976 | $2.8M |
| Yarger Wealth Strategies, LLC | 1.12% | Reduce -0.3% | 70,852 | $2.8M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -5.5% | 70,503 | $2.7M |
| RB Capital Management, LLC | 0.61% | Add +1.5% | 70,425 | $2.7M |
| Seneschal Advisors, LLC | 2.03% | Reduce -1.6% | 70,332 | $2.7M |
| Americana Partners, LLC | 0.07% | New | 69,781 | $2.7M |
| Quad-Cities Investment Group, LLC | 1.07% | Add +14.1% | 69,224 | $2.7M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -19.3% | 68,724 | $2.7M |
| Torren Management, LLC | 1.32% | Reduce -2.5% | 68,458 | $2.7M |
| Accurate Wealth Management, LLC | 0.32% | Add +5.0% | 65,637 | $2.7M |
| Sterling Wealth Advisors Inc | 1.51% | Add +19.9% | 62,838 | $2.6M |
| Cascade Wealth Advisors, Inc | 1.15% | Add +5.3% | 60,639 | $2.6M |
| Balefire, LLC | 0.49% | Add +703.4% | 67,334 | $2.6M |
| Seaside Wealth Management, Inc. | 0.73% | Add +0.1% | 67,228 | $2.6M |
| 49 Wealth Management, LLC | 0.20% | Reduce -2.6% | 67,106 | $2.6M |
| Global Financial Private Client, LLC | 0.85% | Add +330.5% | 66,920 | $2.6M |
| Lakeridge Wealth Management LLC | 1.11% | Reduce -5.3% | 66,159 | $2.6M |
| BIP Wealth, LLC | 0.10% | New | 65,336 | $2.5M |
| US Bancorp \de | 0.00% | Add +20.7% | 65,272 | $2.5M |
| Citizens Financial Group Inc. | 0.04% | No change | 65,077 | $2.5M |
| Innovative Asset Advisors Group, LLC | 1.45% | — | 64,629 | $2.5M |
| M&T Bank Corp | 0.01% | No change | 64,557 | $2.5M |
| Sage Mountain Advisors LLC | 0.18% | No change | 64,523 | $2.5M |
| KM Capital Management Ltd. | 1.67% | Reduce -1.9% | 57,545 | $2.5M |
| Tandem Financial, LLC | 0.84% | New | 63,795 | $2.5M |
| HUB Investment Partners, LLC | 0.06% | Add +1.0% | 63,719 | $2.5M |
| HFG Wealth Management, LLC | 1.36% | Add +10.6% | 63,483 | $2.5M |
| Level Wealth Management LLC | 1.15% | Add +24.4% | 63,186 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Reduce -1.6% | 62,792 | $2.4M |
| NerdWallet Wealth Partners, LLC | 1.06% | No change | 62,617 | $2.4M |
| Family Wealth Partners, LLC | 0.82% | No change | 61,978 | $2.4M |
| Freedom Day Solutions, LLC | 0.65% | New | 61,935 | $2.4M |
| TCFG Wealth Management, LLC | 0.90% | Reduce -3.6% | 61,887 | $2.4M |
| TCFG Investment Advisors, LLC | 0.90% | — | 61,887 | $2.4M |
| Aviance Capital Partners, LLC | 0.28% | Reduce -1.1% | 61,371 | $2.4M |
| Rialto Wealth Management, LLC | 0.53% | Add +17.0% | 60,687 | $2.4M |
| Freedom Investment Management, Inc. | 0.69% | Add +6.3% | 60,073 | $2.3M |
| Live Oak Private Wealth LLC | 0.32% | Add +35.8% | 59,978 | $2.3M |
| Brooklyn FI, LLC | 0.49% | No change | 59,966 | $2.3M |
| Signet Financial Management, LLC | 0.26% | Reduce -0.2% | 59,143 | $2.3M |
| Grey Fox Wealth Advisors, LLC | 0.44% | Add +0.3% | 58,828 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -8.3% | 58,692 | $2.3M |
| Axis Wealth Partners, LLC | 1.20% | Add +2.4% | 58,307 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | No change | 57,831 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +83.2% | 57,684 | $2.2M |
| Stolz & Associates, PS | 1.56% | Reduce -6.6% | 53,746 | $2.2M |
| Aquire Wealth Advisors, LLC | 0.58% | No change | 57,169 | $2.2M |
| RHL Group, LLC | 1.88% | Add +131.5% | 56,718 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +0.1% | 55,798 | $2.2M |
| Stirlingshire Investments, Inc. | 1.90% | Add +7.2% | 55,798 | $2.2M |
| Signal Advisors Wealth, LLC | 0.15% | Add +66.5% | 55,116 | $2.1M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +0.0% | 54,516 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +21.4% | 54,112 | $2.1M |
| Great Oak Capital Partners, LLC | 0.48% | Reduce -0.5% | 51,404 | $2.1M |
| Keating Financial Advisory Services, Inc. | 0.33% | Reduce -2.6% | 53,142 | $2.1M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -4.0% | 53,034 | $2.1M |
| American Financial Advisors, LLC | 0.27% | Add +0.3% | 52,556 | $2.0M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -2.0% | 52,524 | $2.0M |
| MJP Associates Inc. | 0.25% | Add +0.1% | 52,231 | $2.0M |
| Advisor OS, LLC | 0.15% | Add +0.1% | 52,231 | $2.0M |
| Capital Investment Management, Inc. | 0.69% | Reduce -0.5% | 51,714 | $2.0M |
| Cadent Capital Advisors, LLC | 0.53% | No change | 51,653 | $2.0M |
| NorthAvenue LLC | 1.59% | Reduce -4.9% | 51,511 | $2.0M |
| Shakespeare Wealth Management, LLC | 0.47% | Add +2.7% | 51,177 | $2.0M |
| Cookson Peirce & Co. Inc. | 0.08% | Reduce -0.3% | 50,978 | $2.0M |
| Cassaday & Co Wealth Management LLC | 0.04% | No change | 50,831 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Reduce -0.7% | 50,406 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.13% | Add +0.2% | 49,662 | $1.9M |
| Landing Point Financial Group, LLC | 0.93% | Add +3.4% | 49,450 | $1.9M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -0.3% | 49,438 | $1.9M |
| Olistico Wealth, LLC | 0.94% | No change | 49,092 | $1.9M |
| LJI Wealth Management, LLC | 0.30% | Reduce -42.5% | 48,023 | $1.9M |
| OneAscent Family Office, LLC | 1.30% | Reduce -44.9% | 47,786 | $1.9M |
| Storgate, LLC | 1.45% | No change | 47,540 | $1.8M |
| Riverbend Wealth Management, LLC | 1.15% | Add +3.8% | 47,521 | $1.8M |
| Oakworth Capital, Inc. | 0.10% | Reduce 0.0% | 47,412 | $1.8M |
| World Investment Advisors | 0.03% | Add +7.5% | 46,662 | $1.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.60% | No change | 42,815 | $1.8M |
| Lexington Hill Partners, LLC | 1.02% | Reduce -6.7% | 46,360 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Add +0.3% | 45,993 | $1.8M |
| Csenge Advisory Group | 0.08% | Reduce -3.0% | 45,840 | $1.8M |
| Align Financial, LLC | 1.01% | Reduce -97.5% | 45,580 | $1.8M |
| Coston, McIsaac & Partners | 0.40% | Reduce -0.1% | 45,427 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -50.6% | 44,000 | $1.7M |
| TruNorth Capital Management, LLC | 0.33% | Add +53.4% | 43,758 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.2% | 43,643 | $1.7M |
| West Wealth Group, LLC | 0.33% | New | 43,511 | $1.7M |
| IMA Advisory Services, Inc. | 0.16% | No change | 43,095 | $1.7M |
| Roundview Capital LLC | 0.10% | Add +0.3% | 42,411 | $1.6M |
| Integrity Investment Advisors, LLC | 0.86% | Add +1.5% | 40,917 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.46% | No change | 39,579 | $1.5M |
| Disciplined Equity Management, Inc. | 0.77% | Add +0.4% | 39,340 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +16.4% | 39,074 | $1.5M |
| Probity Advisors, Inc. | 0.24% | No change | 38,944 | $1.5M |
| 1900 Wealth Management LLC | 0.10% | Reduce -40.0% | 38,908 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.07% | Reduce -1.0% | 38,485 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.7% | 38,362 | $1.5M |
| Maia Wealth LLC | 0.25% | Reduce -8.2% | 37,797 | $1.5M |
| Lifeworks Advisors, LLC | 0.19% | Add +0.3% | 37,795 | $1.5M |
| Archer Investment Management, LLC | 0.62% | Reduce -1.7% | 37,696 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.25% | Add +0.2% | 37,626 | $1.5M |
| Shotwell Rutter Baer Inc | 0.86% | Reduce -3.0% | 37,626 | $1.5M |
| Advyzon Investment Management, LLC | 0.13% | Add +6.4% | 37,475 | $1.5M |
| Wilkerson Advisory Group LLC | 0.50% | Reduce -4.1% | 37,466 | $1.5M |
| Stone Summit Wealth LLC | 0.40% | Reduce -2.6% | 37,248 | $1.4M |
| Avise Financial Cooperative, Inc. | 1.20% | New | 37,210 | $1.4M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -0.5% | 37,123 | $1.4M |
| Pathfinder Wealth Consulting, Inc. | 0.93% | Reduce -1.4% | 37,077 | $1.4M |
| Avant Financial Advisors LLC | 1.01% | Reduce -0.7% | 37,043 | $1.4M |
| Vermillion Wealth Management, Inc. | 0.56% | Add +0.5% | 36,454 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.0% | 32,758 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -31.9% | 36,290 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +100.0% | 36,024 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -32.1% | 35,898 | $1.4M |
| Brewster Financial Planning LLC | 0.84% | No change | 35,885 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -2.7% | 35,817 | $1.4M |
| Quantum Financial Advisors, LLC | 0.15% | No change | 35,487 | $1.4M |
| Evergreen Capital Management LLC | 0.03% | Reduce -8.7% | 35,483 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Reduce -2.2% | 35,424 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -87.9% | 35,139 | $1.4M |
| Alkeme Wealth, LLC | 0.56% | Add +5.1% | 35,106 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.2% | 34,756 | $1.4M |
| Facet Wealth, Inc. | 0.02% | Add +1.8% | 34,545 | $1.3M |
| IF Advisors, LLC | 0.95% | New | 34,487 | $1.3M |
| First Merchants Corp. | 0.05% | Reduce -3.5% | 34,177 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.1% | 33,677 | $1.3M |
| Confluence Wealth Services, Inc. | 0.05% | Add +14.3% | 33,275 | $1.3M |
| Rise Advisors, LLC | 0.45% | Add +0.3% | 32,906 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.3% | 33,123 | $1.3M |
| Davis R M Inc. | 0.02% | Reduce -49.8% | 32,958 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +2.4% | 32,657 | $1.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +0.1% | 32,634 | $1.3M |
| Almanack Investment Partners, LLC. | 0.21% | No change | 32,346 | $1.3M |
| Collective Family Office LLC | 0.28% | No change | 32,293 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.8% | 32,277 | $1.3M |
| Cedar Point Capital Partners, LLC | 0.81% | No change | 32,274 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.7% | 32,240 | $1.3M |
| Cogent Private Wealth, Inc. | 0.90% | Add +4.5% | 32,094 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 31,964 | $1.2M |
| Heritage Wealth Advisors | 0.05% | No change | 31,658 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -12.7% | 31,611 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.63% | Add +0.2% | 31,207 | $1.2M |
| High Probability Advisors, LLC | 0.15% | No change | 30,828 | $1.2M |
| Brooklyn Investment Group | 0.04% | Add +6.8% | 30,684 | $1.2M |
| Francis Financial, Inc. | 0.22% | Reduce -6.8% | 30,675 | $1.2M |
| rebel Financial LLC | 0.52% | Reduce -3.3% | 30,562 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Add +2.3% | 30,502 | $1.2M |
| Wharton Business Group, LLC | 0.04% | No change | 30,402 | $1.2M |
| Washington Trust Advisors, Inc. | 0.10% | Add +55.1% | 30,295 | $1.2M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -15.7% | 30,278 | $1.2M |
| Montag A & Associates Inc. | 0.05% | No change | 30,235 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.15% | Add +0.3% | 30,468 | $1.2M |
| Lam Group, Inc. | 0.64% | Add +0.0% | 29,803 | $1.2M |
| Stewardship Advisors, LLC | 0.27% | Add +2.7% | 29,759 | $1.2M |
| Hancock Whitney Corp. | 0.02% | No change | 29,484 | $1.1M |
| Citrine Capital LLC | 0.50% | Add +19.8% | 29,388 | $1.1M |
| FSM Wealth Advisors, LLC | 0.15% | Reduce -6.4% | 29,126 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Add +78.9% | 29,110 | $1.1M |
| Victory Financial Group, LLC | 0.14% | Add +1.0% | 29,110 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +19.9% | 29,081 | $1.1M |
| Navigate Wealth Management, LLC | 0.79% | — | 26,893 | $1.1M |
| Gibraltar Capital Management, Inc. | 0.19% | No change | 28,976 | $1.1M |
| Trailhead Planners LLC | 1.08% | Add +7.0% | 28,898 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +1.3% | 28,872 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $1.1M |
| JB Capital LLC | 0.04% | Add +0.2% | 28,521 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $1.1M |
| Disciplined Investors, L.L.C. | 0.66% | Add +0.1% | 28,348 | $1.1M |
| Tranquility Partners, LLC | 0.41% | No change | 30,439 | $1.1M |
| SCS Capital Management LLC | 0.01% | New | 28,110 | $1.1M |
| ERn Financial, LLC | 0.20% | Add +0.1% | 27,894 | $1.1M |
| FFT Wealth Management LLC | 0.19% | No change | 27,708 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.81% | Add +20.1% | 27,670 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 27,667 | $1.1M |
| Forefront Wealth Partners, LLC | 0.45% | Add +325.4% | 27,663 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +45.8% | 27,211 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -3.2% | 26,959 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +127.9% | 26,888 | $1.0M |
| Oakwell Private Wealth Management, LLC | 0.19% | No change | 26,857 | $1.0M |
| Magnolia Capital Advisors LLC | 0.21% | Add +0.3% | 26,842 | $1.0M |
| Smith Shellnut Wilson LLC | 0.45% | No change | 26,634 | $1.0M |
| Resolute Wealth Advisor, Inc. | 0.59% | — | 26,619 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 26,552 | $1.0M |
| a16z Perennial Management, L.P. | 0.09% | No change | 26,550 | $1.0M |
| Busey Bank | 0.03% | Add +1.6% | 26,501 | $1.0M |
| DGS Capital Management, LLC | 0.17% | No change | 26,450 | $1.0M |
| Astra Wealth Partners LLC | 0.65% | No change | 26,442 | $1.0M |
| Fortis Advisors, LLC | 0.51% | Add +0.3% | 26,289 | $1.0M |
| Cooper Financial Group | 0.10% | Reduce -23.6% | 25,882 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 25,882 | $1.0M |
| St Germain D J Co. Inc. | 0.04% | Reduce -0.8% | 25,704 | $999K |
| Affinity Capital Advisors, LLC | 0.14% | No change | 25,646 | $997K |
| Renasant Bank | 0.70% | No change | 25,633 | $996K |
| Gradient Capital Advisors, LLC | 0.26% | Add +2.9% | 25,524 | $992K |
| Keel Point, LLC | 0.07% | Add +20.5% | 25,513 | $991K |
| Essex Financial Services, Inc. | 0.06% | Add +28.3% | 25,390 | $987K |
| Mgo One Seven LLC | 0.02% | Reduce -0.6% | 25,314 | $984K |
| Aspire Private Capital, LLC | 0.22% | Reduce -10.1% | 25,271 | $982K |
| Quadcap Wealth Management, LLC | 0.11% | No change | 25,223 | $980K |
| Richard P Slaughter Associates Inc | 0.21% | No change | 25,188 | $979K |
| Hilltop Holdings Inc. | 0.09% | Reduce -12.3% | 25,016 | $972K |
| Blue Chip Partners, LLC | 0.07% | No change | 24,994 | $971K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -10.9% | 24,896 | $967K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.1% | 24,820 | $965K |
| Composition Wealth, LLC | 0.01% | New | 24,669 | $959K |
| Meredith Wealth Planning | 0.26% | Add +0.2% | 24,306 | $945K |
| Elevate Wealth Advisory, Inc. | 0.60% | Add +4.7% | 24,273 | $943K |
| National Bank of Canada | 0.00% | Add +1.2% | 24,093 | $943K |
| Janney Montgomery Scott LLC | 0.00% | Add +39.3% | 24,253 | $942K |
| CRA Financial Services, LLC | 0.12% | No change | 24,193 | $940K |
| S. R. Schill & Associates | 0.63% | Add +0.3% | 24,007 | $933K |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Add +0.1% | 23,977 | $932K |
| Empire Financial Management Company, LLC | 0.21% | Add +10.3% | 23,744 | $923K |
| Elser Financial Planning, Inc | 0.04% | New | 23,487 | $912K |
| Millstone Evans Group, LLC | 0.55% | Add +0.1% | 23,443 | $911K |
| Clark Capital Management Group, Inc. | 0.01% | Add +6.3% | 22,523 | $875K |
| Murphy Pohlad Asset Management LLC | 0.31% | No change | 22,504 | $875K |
| Eldridge Investment Advisors, Inc. | 0.19% | Add +0.4% | 22,485 | $874K |
| Quadrant Private Wealth Management, LLC | 0.13% | No change | 22,372 | $869K |
| Beacon Financial Advisory LLC | 0.20% | No change | 22,285 | $866K |
| Kintra Wealth, LLC | 0.06% | New | 22,053 | $857K |
| Certuity, LLC | 0.06% | No change | 21,994 | $855K |
| Yardley Wealth Management LLC | 0.44% | No change | 21,949 | $853K |
| Sprinkle Financial Consultants LLC | 0.39% | Add +1.9% | 21,799 | $847K |
| Northwest Wealth Advisors, LLC | 0.60% | Add +0.2% | 21,647 | $841K |
| Vanguard Advisers Inc. | 0.00% | — | 21,368 | $830K |
| Hopwood Financial Services, Inc. | 0.56% | No change | 21,326 | $829K |
| Pathstone Holdings, LLC | 0.00% | Reduce -92.6% | 21,178 | $823K |
| Shore Point Advisors, LLC | 0.32% | Add +0.1% | 21,097 | $820K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -8.5% | 21,073 | $819K |
| Partners in Financial Planning | 0.13% | Add +0.1% | 20,900 | $812K |
| Kovack Advisors, Inc. | 0.04% | Reduce -20.4% | 20,622 | $807K |
| Sard Wealth Management Group, LLC | 0.44% | Add +0.3% | 20,626 | $802K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -20.0% | 20,579 | $800K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 18,672 | $784K |
| Sage Rhino Capital LLC | 0.15% | Add +3.0% | 19,977 | $776K |
| Keystone Financial Services | 0.23% | Reduce -0.5% | 19,970 | $776K |
| bLong Financial, LLC | 0.58% | No change | 19,784 | $769K |
| Global Trust Wealth Management LLC | 0.58% | Add +1.0% | 19,662 | $764K |
| Elevation Wealth Partners, LLC | 0.27% | Add +0.3% | 19,463 | $756K |
| KPP Advisory Services LLC | 0.11% | Reduce -0.3% | 19,248 | $748K |
| Anderson Hoagland & Co. | 0.06% | No change | 19,248 | $748K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -32.4% | 19,233 | $747K |
| Belpointe Asset Management LLC | 0.03% | Reduce -32.4% | 19,233 | $747K |
| Revisor Wealth Management LLC | 0.21% | No change | 19,221 | $747K |
| Boston Trust Walden Corp | 0.01% | Reduce -11.0% | 19,164 | $745K |
| Security Financial Services, INC. | 0.12% | Reduce -4.3% | 19,085 | $742K |
| Mayport, LLC | 0.14% | No change | 19,005 | $739K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 18,835 | $732K |
| Stage Harbor Financial, LLC | 0.48% | No change | 18,527 | $720K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -0.2% | 18,487 | $718K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.3% | 17,249 | $712K |
| IFG Advisory, LLC | 2.03% | Reduce -98.1% | 18,187 | $707K |
| Cherry Creek Investment Advisors, Inc. | 0.31% | No change | 18,157 | $706K |
| Northeast Planning Associates, Inc. / NH / | 0.47% | No change | 18,145 | $705K |
| Institute for Wealth Management, LLC. | 0.08% | No change | 18,091 | $703K |
| Money Concepts Capital Corp. | 0.04% | Reduce -0.1% | 18,034 | $701K |
| Pettinga Financial Advisors LLC | 0.13% | No change | 18,026 | $700K |
| Colonial Trust Co / SC | 0.09% | No change | 17,949 | $697K |
| Blume Capital Management, Inc. | 0.12% | Add +1.9% | 17,643 | $686K |
| Autumn Glory Partners, LLC | 0.25% | No change | 17,584 | $683K |
| Rossby Financial, LCC | 0.14% | Add +268.8% | 17,416 | $681K |
| Principal Securities, Inc. | 0.01% | Reduce -6.4% | 17,487 | $680K |
| Capital Investment Advisors, LLC | 0.01% | Add +54.4% | 17,448 | $678K |
| Capital Advisors Inc. | 0.01% | Reduce -3.2% | 17,340 | $674K |
| Acropolis Investment Management, LLC | 0.03% | No change | 17,233 | $670K |
| Huntington National Bank | 0.00% | New | 17,233 | $670K |
| Claris Financial LLC | 0.37% | Add +0.2% | 17,230 | $670K |
| National Wealth Management Group, LLC | 0.25% | Add +0.1% | 17,191 | $668K |
| Thompson David Blair | 0.38% | New | 17,100 | $665K |
| SYM FINANCIAL Corp | 0.07% | Add +10.7% | 17,095 | $664K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.7% | 17,047 | $662K |
| Rebalance, LLC | 0.04% | Add +0.3% | 17,039 | $662K |
| Ascentis Independent Advisors | 0.05% | Add +220.2% | 16,942 | $658K |
| Vilga Financial Planning LLC | 0.59% | No change | 16,915 | $657K |
| KRM Wealth Management L.L.C. | 0.34% | Reduce -6.7% | 16,914 | $657K |
| CogentBlue Wealth Advisors, LLC | 0.44% | Add +0.6% | 16,834 | $654K |
| Evolution Advisers, Inc. | 0.27% | No change | 16,680 | $648K |
| WBH Advisory Inc. | 0.05% | No change | 16,464 | $644K |
| Ti-Trust, Inc. | 0.38% | Reduce -5.2% | 16,470 | $640K |
| Mendota Financial Group, LLC | 0.47% | Reduce -15.1% | 16,403 | $637K |
| QRG Capital Management, Inc. | 0.01% | Reduce -35.4% | 16,378 | $636K |
| Moors & Cabot, Inc. | 0.03% | No change | 16,216 | $630K |
| Destination Wealth Management | 0.02% | No change | 16,194 | $629K |
| MPWM Advisory Solutions, LLC | 0.33% | Reduce -4.6% | 16,171 | $628K |
| Chapman Financial Group, LLC | 0.45% | No change | 16,169 | $628K |
| First Trust Advisors LP | 0.00% | Reduce -3.1% | 16,166 | $628K |
| Providence Capital Advisors, LLC | 0.10% | Add +5.8% | 16,084 | $625K |
| Magnus Financial Group LLC | 0.05% | Add +0.1% | 15,979 | $621K |
| Trust Point Inc. | 0.05% | No change | 15,945 | $620K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.3% | 15,921 | $619K |
| Hershey Financial Advisers, LLC | 0.53% | Reduce -2.0% | 15,793 | $614K |
| Threadgill Financial, LLC | 0.18% | No change | 15,705 | $610K |
| Baring Financial LLC | 0.37% | Reduce -3.5% | 15,697 | $610K |
| BostonPremier Wealth LLC | 0.31% | Add +0.3% | 15,316 | $595K |
| Balboa Wealth Partners | 0.10% | Add +0.7% | 15,198 | $591K |
| Foster Group, Inc. | 0.02% | Add +99.8% | 15,121 | $588K |
| Johnson Financial Group, LLC | 0.04% | No change | 15,089 | $586K |
| Central Valley Advisors, LLC | 0.16% | New | 14,813 | $576K |
| CPA Asset Management Group, LLC | 0.19% | Reduce -11.5% | 14,763 | $574K |
| North Capital, Inc. | 0.48% | Add +0.0% | 14,628 | $568K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.0% | 14,993 | $567K |
| Barry Investment Advisors, LLC | 0.12% | Add +0.2% | 14,557 | $566K |
| Capital Planning Advisors, LLC | 0.08% | Reduce -0.3% | 14,551 | $565K |
| Intrua Financial, LLC | 0.06% | Add +35.1% | 14,526 | $564K |
| Rockingstone Advisors LLC | 0.26% | No change | 14,471 | $562K |
| NewEdge Wealth, LLC | 0.01% | Add +7.3% | 14,457 | $562K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 14,345 | $557K |
| Ascent Group, LLC | 0.02% | Reduce -4.8% | 14,329 | $557K |
| EnRich Financial Partners LLC | 0.15% | Add +8.9% | 14,265 | $554K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.4% | 14,236 | $553K |
| Abundance Wealth Counselors | 0.08% | New | 14,223 | $553K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.2% | 14,122 | $549K |
| Bank of Montreal | 0.00% | No change | 14,108 | $548K |
| Greenwood Capital Associates LLC | 0.06% | No change | 14,082 | $547K |
| Visionary Horizons, LLC | 0.27% | Reduce -3.4% | 14,075 | $547K |
| &partners | 0.00% | Add +0.0% | 14,057 | $546K |
| Morling Financial Advisors, LLC | 0.17% | No change | 14,050 | $546K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.7% | 13,921 | $541K |
| Fiduciary Alliance LLC | 0.03% | Reduce -4.4% | 13,043 | $540K |
| 180 Wealth Advisors, LLC | 0.06% | Add +40.0% | 13,820 | $537K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -35.0% | 13,734 | $534K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +2.1% | 13,687 | $532K |
| BOS Asset Management, LLC | 0.14% | Add +32.6% | 13,600 | $529K |
| Argent Trust Co | 0.02% | Reduce -11.5% | 13,600 | $528K |
| Waverly Advisors, LLC | 0.00% | New | 13,496 | $524K |
| Hamilton Capital, LLC | 0.03% | New | 13,463 | $523K |
| Washington Trust Bank | 0.04% | Reduce -4.3% | 13,409 | $521K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 13,407 | $521K |
| XTX Topco Ltd | 0.01% | New | 13,390 | $520K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 13,326 | $518K |
| Oppenheimer & Co. Inc. | 0.01% | New | 13,275 | $516K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.6% | 13,111 | $513K |
| Bell Investment Advisors, Inc | 0.08% | No change | 13,196 | $513K |
| Lockerman Financial Group, Inc. | 0.92% | Reduce -2.9% | 13,133 | $510K |
| Carnegie Investment Counsel | 0.01% | Add +23.2% | 12,950 | $503K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -4.4% | 12,828 | $498K |
| Harbor Group, Inc. | 0.07% | Reduce -3.9% | 12,824 | $498K |
| Highland Financial Advisors, LLC | 0.13% | Reduce -9.0% | 12,807 | $498K |
| Delos Wealth Advisors, LLC | 0.28% | New | 12,793 | $497K |
| Oak Wealth Advisors LLC | 0.27% | Add +25.2% | 12,704 | $494K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,697 | $493K |
| Empower Advisory Group, LLC | 0.00% | Reduce -47.3% | 12,697 | $493K |
| Platt Wealth Management LLC | 0.48% | No change | 12,665 | $492K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.6% | 12,656 | $492K |
| Texas Bank & Trust Co | 0.18% | No change | 12,532 | $487K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 12,500 | $486K |
| Reyes Financial Architecture, Inc. | 0.39% | No change | 12,411 | $482K |
| May Hill Capital, LLC | 0.12% | New | 12,408 | $482K |
| Navigoe, LLC | 0.28% | No change | 12,410 | $482K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,401 | $482K |
| IHT Wealth Management, LLC | 0.01% | Add +7.0% | 12,390 | $481K |
| Gibbs Wealth Management | 0.06% | Reduce -0.2% | 12,204 | $474K |
| FSA Advisors, Inc. | 0.31% | Reduce -26.0% | 12,095 | $470K |
| COFG Advisors, LLC | 0.12% | Add +0.3% | 12,043 | $468K |
| Robinswood Financial LLC | 0.15% | Add +0.0% | 12,009 | $467K |
| Vista Finance, LLC | 0.37% | No change | 11,992 | $466K |
| Empowered Funds, LLC | 0.00% | Reduce -31.6% | 11,987 | $466K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,870 | $461K |
| Burk Holdings LLC | 0.19% | Add +2.5% | 11,586 | $450K |
| Bay Capital Advisors, LLC | 0.28% | Reduce -33.5% | 11,518 | $448K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | Reduce -1.7% | 11,433 | $444K |
| Gaddis Premier Wealth Advisors LLC | 0.33% | Add +0.3% | 11,430 | $444K |
| Topsail Wealth Management, LLC | 0.07% | Add +11307.0% | 11,407 | $443K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -1.3% | 11,325 | $440K |
| MTM Investment Management, LLC | 0.14% | No change | 11,294 | $439K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.3% | 11,286 | $439K |
| Single Point Partners, LLC | 0.09% | No change | 11,233 | $437K |
| BankChampaign, National Association | 0.43% | Add +391.5% | 11,201 | $435K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $433K |
| Pettyjohn, Wood & White, Inc. | 0.07% | New | 11,077 | $430K |
| Monument Capital Management | 0.11% | No change | 11,012 | $428K |
| Seed Wealth Management, Inc. | 0.29% | No change | 11,000 | $427K |
| Sigma Planning Corp | 0.01% | Reduce -22.2% | 10,951 | $426K |
| Oxbow Advisors, LLC | 0.04% | No change | 10,907 | $424K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 10,065 | $422K |
| Two Sigma Securities, LLC | 0.05% | New | 10,825 | $421K |
| BWM Planning, LLC | 0.11% | Reduce -9.7% | 10,822 | $421K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $419K |
| Garrison Point Advisors, LLC | 0.19% | No change | 10,747 | $418K |
| Fairman Group, LLC | 0.35% | Add +0.3% | 10,674 | $415K |
| Milestone Asset Management Group, LLC | 0.24% | Add +5.9% | 10,670 | $415K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | No change | 10,667 | $415K |
| Regal Investment Advisors LLC | 0.02% | No change | 10,600 | $412K |
| Orcam Financial Group | 0.29% | New | 10,518 | $409K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.17% | New | 10,513 | $409K |
| McLaughlin Asset Management, Inc. | 0.39% | New | 10,454 | $406K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $406K |
| WealthShield Partners, LLC | 0.05% | Add +0.1% | 10,422 | $405K |
| Marotta Asset Management | 0.07% | Reduce -0.1% | 10,202 | $399K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -19.1% | 10,256 | $399K |
| Vestor Capital, LLC | 0.03% | Reduce -71.7% | 10,250 | $398K |
| Sanchez Levi Garrett | 0.25% | — | 10,191 | $396K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $396K |
| Bedminster, LLC | 0.37% | Reduce -5.6% | 10,125 | $393K |
| Hanover Advisors Inc. | 0.16% | Add +2.3% | 10,114 | $393K |
| Nadler Financial Group, Inc. | 0.04% | New | 10,111 | $393K |
| Tufton Capital Management | 0.07% | New | 10,085 | $391K |
| Hantz Financial Services, Inc. | 0.01% | No change | 9,977 | $388K |
| Ballast Financial Advisors LLC | 0.39% | Add +0.0% | 9,735 | $378K |
| BBR Partners, LLC | 0.02% | Add +0.3% | 9,734 | $378K |
| Significant Wealth Partners LLC | 0.47% | Reduce -0.2% | 9,730 | $378K |
| Wallace Advisory Group, LLC | 0.40% | Add +0.3% | 9,705 | $377K |
| Matauro, LLC | 0.05% | Reduce -2.2% | 9,692 | $377K |
| Iams Wealth Management, LLC | 0.13% | No change | 9,646 | $375K |
| CNB Bank | 0.16% | No change | 9,630 | $374K |
| Tenon Financial LLC | 0.15% | No change | 9,566 | $372K |
| Matisse Capital | 0.16% | Add +0.3% | 9,503 | $369K |
| ATLas Financial Planning LLC | 0.33% | Add +0.2% | 9,490 | $369K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $367K |
| Horizon Wealth Management, LLC | 0.05% | Reduce -0.6% | 9,442 | $367K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 9,410 | $366K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 9,409 | $366K |
| Banyan Capital Management, Inc. | 0.16% | Reduce -7.3% | 9,396 | $365K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,303 | $362K |
| Berman McAleer LLC | 0.05% | No change | 9,260 | $360K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 9,240 | $359K |
| Ridgeline Wealth Planning, LLC | 0.26% | No change | 9,232 | $359K |
| Foguth Wealth Management, LLC. | 0.04% | New | 8,089 | $357K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 9,173 | $356K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.3% | 9,161 | $356K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 8,990 | $349K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 8,987 | $349K |
| Wealthcare Capital Management LLC | 0.03% | Add +0.0% | 8,966 | $348K |
| Vident Advisory, LLC | 0.00% | Reduce -2.0% | 8,908 | $346K |
| Romano Brothers and Company | 0.04% | No change | 8,832 | $343K |
| GTS Financial, LLC | 0.27% | — | 10,386 | $343K |
| Holistic Financial Partners | 0.13% | Add +0.3% | 8,738 | $340K |
| Dixon Fnancial Services, Inc. | 0.15% | No change | 8,726 | $339K |
| PGIM Custom Harvest LLC | 0.01% | No change | 8,639 | $336K |
| Tableaux LLC | 0.16% | Add +11.6% | 8,636 | $336K |
| Mokosak Advisory Group, LLC | 0.08% | Add +0.3% | 8,622 | $335K |
| Guardian Asset Advisors, LLC | 0.20% | Reduce -6.5% | 8,607 | $334K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -67.4% | 8,600 | $334K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -53.1% | 8,574 | $333K |
| River Wealth Advisors LLC | 0.04% | Add +0.0% | 8,563 | $333K |
| Natural Investments, LLC | 0.08% | No change | 8,569 | $332K |
| SimpliFi, Inc. | 0.14% | No change | 8,516 | $331K |
| Legacy Private Trust Co. | 0.02% | No change | 8,469 | $329K |
| McAdam, LLC | 0.01% | No change | 8,437 | $328K |
| Diesslin Group, Inc. | 0.15% | No change | 8,410 | $327K |
| Northeast Financial Group, Inc. | 0.09% | Reduce -71.3% | 8,344 | $324K |
| Magnolia Private Wealth, LLC | 0.21% | No change | 8,296 | $322K |
| Albion Financial Group | 0.02% | No change | 8,288 | $322K |
| Traynor Capital Management, Inc. | 0.02% | No change | 8,490 | $321K |
| Wellington-Altus USA Inc. | 0.19% | Add +178.1% | 7,230 | $321K |
| Peak Retirement Planning, Inc. | 0.06% | Add +0.3% | 8,228 | $320K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Add +0.5% | 8,226 | $320K |
| Synergy Asset Management, LLC | 0.03% | No change | 8,210 | $319K |
| First National Advisers, LLC | 0.05% | No change | 8,158 | $317K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $313K |
| Grandfield & Dodd, LLC | 0.02% | No change | 8,043 | $313K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 8,031 | $312K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 8,017 | $312K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 7,310 | $309K |
| G2 Capital Management, LLC / Oh | 0.07% | No change | 7,936 | $308K |
| Jane Street Group, LLC | 0.00% | New | 7,876 | $306K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $305K |
| Fielder Capital Group LLC | 0.07% | Add +2.6% | 7,855 | $305K |
| Waddell & Associates, LLC | 0.02% | No change | 7,840 | $305K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,810 | $303K |
| Lincoln Capital LLC | 0.06% | No change | 7,766 | $302K |
| Chapin Davis, Inc. | 0.07% | No change | 7,674 | $298K |
| Salomon & Ludwin, LLC | 0.03% | No change | 7,493 | $294K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $293K |
| Zacks Investment Management | 0.00% | New | 7,544 | $293K |
| VestGen Advisors, LLC | 0.01% | No change | 6,803 | $293K |
| Annex Advisory Services, LLC | 0.01% | Add +31.7% | 7,539 | $293K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.3% | 7,522 | $292K |
| Pillar Financial Advisors, LLC | 0.17% | Add +0.1% | 7,471 | $290K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -11.8% | 7,455 | $290K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,299 | $284K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.0% | 7,293 | $283K |
| Camarda Financial Advisors, LLC | 0.15% | No change | 7,267 | $282K |
| McBroom & Associates, LLC | 0.16% | Reduce -8.2% | 7,250 | $282K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $281K |
| Rothschild Investment LLC | 0.01% | Reduce -3.4% | 7,229 | $281K |
| Trek Financial, LLC | 0.01% | Reduce -29.7% | 7,221 | $281K |
| DiPaolo Financial Group, Inc. | 0.20% | Add +0.3% | 7,179 | $279K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $279K |
| RFG Holdings, Inc. | 0.07% | Reduce -4.9% | 7,155 | $278K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | Add +3.6% | 7,135 | $277K |
| First American Trust, FSB | 0.02% | Reduce -15.9% | 7,126 | $277K |
| L.K. Benson & Company, P.C. | 0.09% | Add +0.3% | 7,115 | $276K |
| Retirement Capital Strategies | 0.10% | No change | 7,114 | $276K |
| Wingate Wealth Advisors, Inc. | 0.15% | No change | 7,071 | $275K |
| Acorn Creek Capital LLC | 0.10% | Reduce -12.9% | 7,000 | $272K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +1.8% | 6,987 | $272K |
| E&G Advisors, LLC | 0.06% | Reduce -9.9% | 6,985 | $271K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 6,959 | $270K |
| MBM Wealth Consultants, LLC | 0.06% | No change | 6,940 | $270K |
| Williams & Novak, LLC | 0.20% | No change | 6,872 | $269K |
| Compound Planning, Inc. | 0.01% | Reduce -47.6% | 6,892 | $268K |
| Calydon Capital | 0.04% | Reduce -33.0% | 6,871 | $267K |
| Embree Financial Group | 0.03% | No change | 6,837 | $266K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -14.1% | 6,824 | $265K |
| Guardian Wealth Management, LLC | 0.08% | Add +2.5% | 6,803 | $264K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | Reduce -8.7% | 6,740 | $262K |
| Lodestone Wealth Management LLC | 0.10% | No change | 6,705 | $261K |
| Prairiewood Capital, LLC | 0.08% | No change | 6,692 | $260K |
| Annandale Capital, LLC | 0.04% | Reduce -0.9% | 6,699 | $260K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $259K |
| Pinnacle Family Advisors, LLC | 0.12% | Add +7.6% | 6,659 | $259K |
| CX Institutional | 0.01% | Add +0.2% | 6,652 | $258K |
| Ellsworth Advisors, LLC | 0.05% | Reduce -17.7% | 6,560 | $255K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 6,544 | $254K |
| Ironwood Financial, llc | 0.04% | No change | 6,509 | $253K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $252K |
| Lynx Investment Advisory | 0.12% | Reduce -3.7% | 6,484 | $252K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $250K |
| Global Trust Asset Management, LLC | 0.09% | No change | 6,348 | $247K |
| Thayer Financial, L.L.C. | 0.25% | Add +0.4% | 6,314 | $245K |
| PVG Asset Management Corp. | 0.15% | No change | 5,508 | $245K |
| Selby Wealth Management, LLC | 0.10% | No change | 6,301 | $245K |
| Disciplined Investments, LLC | 0.09% | New | 6,276 | $244K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.1% | 6,272 | $244K |
| Legacy Wealth Management, LLC | 0.01% | No change | 6,256 | $243K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 6,253 | $243K |
| SmartHarvest Portfolios, LLC | 0.10% | New | 6,236 | $242K |
| Vertex Planning Partners, LLC | 0.05% | Add +21.3% | 6,205 | $241K |
| Optivise Advisory Services LLC | 0.15% | No change | 6,197 | $241K |
| Sollinda Capital Management LLC | 0.06% | Reduce -19.8% | 6,178 | $240K |
| Black Diamond Financial, LLC | 0.03% | No change | 6,175 | $240K |
| Accel Wealth Management | 0.06% | Add +0.0% | 6,149 | $239K |
| CWS Financial Advisors, LLC | 0.06% | New | 6,123 | $238K |
| Intentional Wealth Strategies, LLC | 0.22% | — | 6,110 | $237K |
| SpringVest Wealth Management LLC | 0.16% | No change | 6,068 | $236K |
| Ryan Investment Management, Inc. | 0.13% | No change | 6,009 | $234K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,000 | $233K |
| Powerhouse Assets LLC | 0.20% | Reduce -0.6% | 5,997 | $233K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 5,917 | $230K |
| Burney Co./ | 0.01% | New | 5,885 | $229K |
| Herold Advisors, Inc. | 0.05% | New | 5,853 | $227K |
| Hills Bank & Trust Co | 0.01% | Reduce -18.6% | 5,841 | $227K |
| Permanent Capital Management, LP | 0.03% | No change | 5,250 | $223K |
| Roan Capital Partners | 0.21% | — | 5,724 | $222K |
| Klaas Financial Asset Advisors, LLC | 0.03% | No change | 5,711 | $222K |
| Ritholtz Wealth Management | 0.00% | Reduce -0.9% | 5,681 | $221K |
| Sheets Smith Wealth Management | 0.02% | Add +0.3% | 5,663 | $220K |
| Willis Johnson & Associates, Inc. | 0.01% | No change | 5,623 | $219K |
| Altura Wealth Advisors Inc. | 0.10% | Add +0.3% | 5,622 | $218K |
| Operose Advisors LLC | 0.05% | Add +0.3% | 5,584 | $217K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $216K |
| Trilogy Capital Inc. | 0.01% | No change | 5,516 | $214K |
| Lathrop Investment Management Co. | 0.04% | No change | 5,502 | $214K |
| Flagship Private Wealth, LLC | 0.09% | No change | 5,500 | $214K |
| Catawba River Capital | 0.10% | Add +2.2% | 5,446 | $213K |
| Slagle Financial, LLC | 0.07% | Add +0.2% | 5,478 | $213K |
| BlueChip Wealth Advisors LLC | 0.09% | No change | 5,461 | $212K |
| Vann Equity Management LLC | 0.15% | — | 5,454 | $212K |
| RiverFront Investment Group, LLC | 0.00% | No change | 5,446 | $212K |
| Elk River Wealth Management LLC | 0.03% | Reduce -4.4% | 5,411 | $210K |
| Opus Capital Group, LLC | 0.02% | No change | 5,395 | $210K |
| CWC Advisors, LLC. | 0.10% | No change | 5,347 | $208K |
| Gilbert & Cook, Inc. | 0.03% | New | 5,325 | $207K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 5,250 | $204K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 5,249 | $204K |
| Ridgewood Investments LLC | 0.08% | — | 5,213 | $203K |
| Spire Wealth Management | 0.01% | Add +328.3% | 5,204 | $202K |
| MBL Wealth, LLC | 0.02% | No change | 5,200 | $202K |
| PCM Encore, LLC | 0.04% | Reduce -25.1% | 5,190 | $202K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 5,167 | $201K |
| Archer Investment Corp | 0.04% | Add +1508.8% | 4,955 | $193K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -54.0% | 4,734 | $184K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $175K |
| Frankly Finances, LLC | 0.16% | Reduce -53.8% | 4,460 | $173K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $170K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,034 | $157K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $151K |
| Strategic Investment Advisors / MI | 0.01% | New | 3,872 | $150K |
| Bokf, NA | 0.00% | No change | 3,728 | $145K |
| Investors Portfolio Services LLC | 0.13% | Add +0.3% | 3,581 | $139K |
| Abound Wealth Management | 0.03% | No change | 3,490 | $136K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -3.3% | 3,485 | $135K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,443 | $134K |
| Abound Financial, LLC | 0.06% | No change | 3,439 | $134K |
| Hughes Financial Services, LLC | 0.02% | Add +121.7% | 3,425 | $133K |
| CoreFirst Bank & Trust | 0.07% | Reduce -8.2% | 3,380 | $131K |
| Fortitude Family Office, LLC | 0.03% | No change | 3,333 | $130K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 3,327 | $129K |
| Joseph Group Capital Management | 0.03% | New | 3,325 | $129K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -17.3% | 3,248 | $126K |
| TFC Financial Management, Inc. | 0.01% | No change | 3,137 | $122K |
| Wealth Preservation Advisors, LLC | 0.10% | No change | 3,087 | $120K |
| Kings Path Partners LLC | 0.04% | Reduce -0.0% | 3,086 | $120K |
| Gables Capital Management Inc. | 0.05% | No change | 3,000 | $117K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $117K |
| Petix & Botte Co | 0.05% | Reduce -50.0% | 2,874 | $112K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,855 | $111K |
| Nalls Sherbakoff Group, LLC | 0.08% | Add +27.5% | 2,837 | $110K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,654 | $103K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,637 | $102K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,588 | $101K |
| Franklin Resources Inc. | 0.00% | No change | 2,600 | $101K |
| Magnolia Wealth Management, LLC | 0.06% | New | 2,516 | $98K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,311 | $90K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $84K |
| Investors Research Corp | 0.02% | Reduce -31.3% | 2,155 | $84K |
| Howe & Rusling Inc. | 0.00% | No change | 1,907 | $74K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $68K |
| Copia Wealth Management | 0.05% | Reduce -9.1% | 1,737 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Add +2238.8% | 1,567 | $61K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,497 | $58K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -3.4% | 1,433 | $56K |
| 1620 Investment Advisors, Inc. | 0.04% | Add +39.0% | 1,425 | $55K |
| Ancora Advisors LLC | 0.00% | No change | 1,401 | $54K |
| Go Invest LLC | 0.02% | New | 1,354 | $53K |
| Hurley Capital, LLC | 0.03% | New | 1,268 | $49K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $42K |
| West Paces Advisors Inc. | 0.01% | New | 1,025 | $40K |
| Creative Financial Designs Inc. | 0.00% | New | 1,018 | $40K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $39K |
| True Link Financial Advisors, LLC | 0.00% | New | 1,000 | $39K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -27.9% | 1,000 | $39K |
| Team Financial Group, LLC | 0.02% | No change | 975 | $38K |
| Longview Financial Advisors, Inc. | 0.02% | New | 887 | $34K |
| Marshall Investment Management, LLC | 0.02% | New | 843 | $33K |
| BankPlus Trust Department | 0.01% | No change | 836 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 820 | $32K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 805 | $31K |
| Evensky & Katz LLC | 0.00% | Add +0.1% | 654 | $25K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $24K |
| JNBA Financial Advisors | 0.00% | Reduce -73.4% | 628 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 608 | $24K |
| SHP Wealth Management | 0.00% | New | 554 | $22K |
| Parvin Asset Management, LLC | 0.01% | No change | 500 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +0.4% | 476 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -13.9% | 471 | $18K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 358 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 334 | $13K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 311 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.3% | 310 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 274 | $11K |
| Quent Capital, LLC | 0.00% | Reduce -86.4% | 264 | $10K |
| Retiremitten Financial LLC | 0.01% | — | 264 | $10K |
| Pacific Center for Financial Services | 0.00% | New | 246 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 242 | $9K |
| Nemes Rush Group LLC | 0.00% | New | 226 | $9K |
| Family Manage LLC | 0.00% | New | 216 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 207 | $8K |
| TOWER TRUST & INVESTMENT Co | 0.00% | No change | 151 | $6K |
| Key Capital Management, INC | 0.00% | Add +3.2% | 128 | $5K |
| 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 | $933 |
"% 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.