Dimensional US Core Equity 2DFACETF
13F holders, Q2 2026 (June 30)1,222holders +43
70new positions
26sold out
4famous investors
$44.32avg. 13F price*
At the end of Q2 2026, 1,222 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 43 from Q1 2026. 70 opened new positions and 26 sold out. The largest holders were Mercer Global Advisors Inc. ($3.2B), Forum Financial Management, LP ($1.9B) and Focus Partners Wealth ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $166.5M |
| Exits | 26 | $9.7M |
All 13F filers, Q1 2026 → Q2 2026: 35,524,344 shares bought and 11,106,507 shares sold, net +24,417,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,222 holders
| Mercer Global Advisors Inc. | 4.01% | Add +4.2% | 73,219,086 | $3.2B |
| Forum Financial Management, LP | 24.27% | Add +0.6% | 42,594,541 | $1.9B |
| Focus Partners Wealth | 1.92% | Reduce -1.1% | 42,128,827 | $1.9B |
| LPL Financial LLC | 0.18% | Add +5.9% | 18,533,056 | $822.1M |
| Focus Partners Advisor Solutions, LLC | 6.62% | Reduce -1.3% | 17,607,276 | $781.1M |
| Apella Capital, LLC | 10.08% | Add +2.5% | 16,110,656 | $713.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +4.2% | 13,812,388 | $612.7M |
| Savant Capital, LLC | 1.77% | Add +9.8% | 13,605,470 | $603.6M |
| Greenspring Advisors, LLC | 31.06% | Reduce -5.4% | 12,639,119 | $560.7M |
| Rockwood Wealth Management, LLC | 34.60% | Add +2.2% | 12,338,697 | $547.3M |
| SJS Investment Consulting Inc. | 45.28% | Add +1.6% | 9,377,832 | $416.0M |
| Geometric Wealth Advisors | 43.45% | Add +4.1% | 9,054,523 | $401.7M |
| Commonwealth Equity Services, LLC | 0.47% | Add +0.4% | 8,368,847 | $371.2M |
| Plancorp, LLC | 8.54% | Reduce -23.7% | 7,886,805 | $349.9M |
| Wealthspire Advisors, LLC | 1.84% | Add +0.6% | 7,548,752 | $334.9M |
| Monograph Wealth Advisors, LLC | 25.74% | Add +3.3% | 7,065,425 | $313.4M |
| Symmetry Partners, LLC | 15.17% | Add +0.2% | 6,707,000 | $297.5M |
| Allworth Financial LP | 1.22% | Reduce -16.1% | 6,464,130 | $286.7M |
| Bank of America Corp. | 0.02% | Add +1.3% | 5,948,676 | $263.9M |
| Beacon Pointe Advisors, LLC | 1.22% | Reduce -0.3% | 5,886,102 | $261.1M |
| TFO Wealth Partners, LLC | 27.56% | Add +22.4% | 5,711,324 | $253.4M |
| Assetmark, Inc. | 0.43% | Add +146.1% | 5,633,519 | $249.9M |
| Capstone Financial Advisors, Inc. | 11.98% | Reduce -0.1% | 5,543,948 | $245.9M |
| Raymond James Financial Inc. | 0.06% | Add +16.7% | 5,381,782 | $238.7M |
| HighTower Advisors, LLC | 0.22% | Reduce -3.4% | 5,249,890 | $232.9M |
| Awm Capital, LLC | 18.41% | Add +6.8% | 5,181,625 | $229.9M |
| Vestmark Advisory Solutions, Inc. | 2.10% | Add +0.1% | 5,042,328 | $223.7M |
| Jackson Thornton Wealth Management, LLC | 17.29% | Add +0.5% | 4,929,596 | $218.7M |
| GeoWealth Management, LLC | 6.83% | Reduce -1.2% | 4,893,413 | $217.1M |
| Modera Wealth Management, LLC | 2.28% | Reduce -0.4% | 4,811,065 | $213.4M |
| JFS Wealth Advisors, LLC | 9.99% | Add +11.6% | 4,515,601 | $200.3M |
| Baird Financial Group, Inc. | 0.27% | Add +1.2% | 4,466,378 | $198.1M |
| Asset Dedication, LLC | 12.46% | Add +0.1% | 4,464,536 | $198.0M |
| Cerity Partners LLC | 0.24% | Reduce -0.7% | 4,429,007 | $196.5M |
| Osaic Holdings, Inc. | 0.23% | Add +90.2% | 4,319,715 | $191.6M |
| Stratos Investment Management, LLC | 6.81% | Add +1.6% | 4,248,964 | $188.5M |
| OneDigital Investment Advisors LLC | 1.59% | Add +5.3% | 4,246,503 | $188.4M |
| Park Avenue Securities LLC | 1.16% | Add +9.1% | 4,201,813 | $186.4M |
| Pure Financial Advisors, LLC | 2.34% | Reduce -2.0% | 4,103,209 | $182.0M |
| DecisionPoint Financial, LLC | 33.32% | Add +7.1% | 4,061,339 | $179.9M |
| Austin Asset Management Co Inc | 25.37% | Reduce -0.8% | 4,009,061 | $177.8M |
| Evanson Financial, LLC | 8.64% | — | 3,978,431 | $176.5M |
| Burton Enright Welch | 20.72% | Add +6.2% | 3,976,632 | $176.4M |
| Corient Private Wealth LP | 0.24% | Reduce -6.4% | 3,935,874 | $174.6M |
| Rockbridge Investment Management, LCC | 13.84% | Add +0.7% | 3,841,280 | $170.4M |
| McGlone Suttner Wealth Management, Inc. | 19.89% | Add +1.0% | 3,821,991 | $169.5M |
| Onyx Financial Advisors, LLC | 60.48% | Add +2.9% | 3,784,124 | $167.9M |
| Triune Financial Partners, LLC | 34.97% | Add +2.5% | 3,775,213 | $167.5M |
| United Wealth Management, LLC | 37.68% | Add +0.3% | 3,775,121 | $167.5M |
| Cardiff Park Advisors, LLC | 12.97% | Reduce -1.9% | 3,762,389 | $166.9M |
| Financial Plan, Inc. | 15.59% | Add +4.7% | 3,704,312 | $164.3M |
| Betterment LLC | 0.26% | Add +2.9% | 3,524,619 | $156.4M |
| von Borstel & Associates, Inc. | 31.94% | Reduce -0.1% | 3,511,436 | $155.8M |
| Integrity Advisory Solutions, LLC | 15.12% | Add +9.7% | 3,311,006 | $146.9M |
| Mariner, LLC | 0.15% | Reduce -19.9% | 3,300,037 | $146.4M |
| Millburn Ridgefield LLC | 2.77% | Reduce -0.8% | 3,297,718 | $146.3M |
| Catalyst Capital Advisors LLC | 2.43% | Reduce -0.8% | 3,297,718 | $146.3M |
| Financial Engines Advisors L.L.C. | 0.26% | Add +5.0% | 3,264,547 | $144.8M |
| Zhang Financial LLC | 4.20% | Reduce -0.8% | 3,238,499 | $143.7M |
| Syverson Strege & Co | 30.90% | Add +0.5% | 3,196,733 | $141.8M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +6.3% | 3,171,700 | $141.5M |
| Integrated Wealth Concepts LLC | 0.92% | Add +0.7% | 3,163,278 | $140.3M |
| Royal Bank of Canada | 0.02% | Add +2.3% | 3,088,455 | $137.0M |
| Conrad Siegel Investment Advisors, Inc. | 22.14% | Reduce -0.5% | 3,066,960 | $136.1M |
| BCU Wealth Advisors, LLC | 44.69% | Reduce -0.8% | 3,033,037 | $134.5M |
| Private Advisor Group, LLC | 0.61% | Add +5.8% | 3,018,667 | $133.9M |
| Core Wealth Management, Inc. | 37.29% | Reduce -2.1% | 2,990,705 | $132.7M |
| AQR Capital Management | 0.05% | Add +37.1% | 2,984,095 | $132.4M |
| Altiora Financial Group, LLC | 20.18% | Reduce -0.1% | 2,886,811 | $128.1M |
| BetterWealth, LLC | 22.27% | Add +0.3% | 2,837,675 | $125.9M |
| Creative Planning | 0.07% | Add +0.0% | 2,760,133 | $122.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.00% | Reduce -4.2% | 2,739,886 | $121.5M |
| RAM Investment Partners, LLC | 19.23% | Reduce -1.1% | 2,710,018 | $120.2M |
| Eaton-Cambridge Inc. | 32.49% | Add +0.4% | 2,605,730 | $115.6M |
| Discipline Wealth Solutions, LLC | 10.03% | Add +11.1% | 2,591,864 | $115.0M |
| HFM Investment Advisors, LLC | 40.17% | Reduce -1.5% | 2,582,339 | $114.6M |
| New Capital Management LP | 25.97% | Add +0.5% | 2,570,196 | $114.0M |
| Warwick Investment Management, Inc. | 12.68% | Reduce -2.0% | 2,547,034 | $113.0M |
| Kestra Advisory Services, LLC | 0.36% | Add +3.3% | 2,542,798 | $112.8M |
| ARK & TLK Investments, LLC | 27.52% | Add +1.7% | 2,512,144 | $111.4M |
| Integrity Alliance, Llc. | 3.43% | Reduce -1.4% | 2,459,442 | $109.1M |
| Keb Asset Management, LLC | 17.19% | Add +9.3% | 2,393,443 | $106.2M |
| TCI Wealth Advisors, Inc. | 4.57% | Add +0.9% | 2,382,827 | $105.7M |
| Parkshore Wealth Management, Inc. | 30.24% | Add +5.2% | 2,373,136 | $105.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 25.59% | Add +3.0% | 2,367,747 | $105.0M |
| Maseco LLP | 2.95% | Add +12.0% | 2,365,428 | $104.9M |
| Meridian Wealth Partners, LLC | 12.63% | Reduce -1.2% | 2,351,350 | $104.3M |
| LRI Investments, LLC | 8.18% | Reduce -0.5% | 2,298,403 | $102.0M |
| Heritage Investment Group, Inc. | 13.67% | Add +0.8% | 2,294,074 | $101.8M |
| Ruedi Wealth Management, Inc. | 23.87% | Add +0.2% | 2,293,774 | $101.8M |
| NewEdge Advisors, LLC | 0.30% | Reduce -0.1% | 2,291,061 | $101.6M |
| SC&H Financial Advisors, Inc. | 13.11% | Add +2.0% | 2,228,328 | $98.8M |
| Sensible Money, LLC | 26.13% | Add +0.5% | 2,221,756 | $98.6M |
| ShankerValleau Wealth Advisors, Inc. | 25.68% | Reduce -2.9% | 2,197,279 | $97.5M |
| Verisail Partners, LLC | 35.80% | Reduce -0.6% | 2,176,870 | $96.6M |
| Monument Group Wealth Advisors, LLC | 45.97% | Add +6.5% | 2,159,082 | $95.8M |
| Prudent Man Investment Management, Inc. | 32.05% | Reduce -0.4% | 2,373,152 | $94.0M |
| Porter White Investment Advisors, Inc. | 35.88% | Reduce -13.9% | 2,100,973 | $93.2M |
| Warburton Capital Management, LLC | 37.12% | Add +1.2% | 2,055,556 | $91.2M |
| JPMorgan Chase & Co. | 0.01% | Add +7.5% | 2,045,963 | $90.3M |
| Vance Wealth, LLC | 20.06% | Add +2.4% | 2,006,543 | $89.0M |
| Master's Wealth Management Inc. | 26.45% | Add +2.2% | 1,981,550 | $87.9M |
| One Degree Advisors Inc | 19.55% | Add +4.3% | 1,977,629 | $87.6M |
| Brighton Jones LLC | 1.63% | Add +11.5% | 1,970,881 | $87.4M |
| Safeguard Investment Advisory Group, LLC | 19.73% | Reduce -4.8% | 1,926,531 | $85.5M |
| Mattern Wealth Management LLC | 13.80% | Add +2.3% | 1,895,431 | $84.1M |
| Cetera Investment Advisers | 0.08% | Add +0.8% | 1,883,919 | $83.6M |
| Straight Path Wealth Management | 19.53% | Add +3.5% | 1,883,822 | $83.6M |
| Sax Wealth Advisors, LLC | 3.40% | Add +5.2% | 2,149,185 | $83.5M |
| Capstone Capital LLC | 47.46% | Add +1.9% | 1,873,234 | $83.1M |
| Grand Wealth Management, LLC | 34.63% | Add +1.3% | 1,873,218 | $83.1M |
| Planning Center, Inc. | 7.82% | Reduce -0.5% | 1,868,514 | $82.9M |
| Baker Boyer National Bank | 22.76% | Add +3.2% | 1,867,814 | $82.9M |
| WNY Asset Management, LLC | 7.42% | Add +17.5% | 1,867,759 | $82.9M |
| HB Wealth Management, LLC | 0.45% | Reduce -0.6% | 1,821,322 | $80.8M |
| Chico Wealth RIA | 41.75% | Add +0.6% | 1,806,421 | $80.1M |
| Financial Symmetry Inc | 26.29% | Add +5.6% | 1,775,764 | $78.8M |
| Creative Capital Management Investments LLC | 18.01% | Add +8.3% | 1,759,594 | $78.1M |
| Shearwater Capital LLC | 36.29% | Add +0.6% | 1,713,356 | $76.0M |
| Claris Advisors, LLC / Mo / | 19.69% | Add +2.9% | 1,699,992 | $75.4M |
| UBS Group AG | 0.01% | Add +1.1% | 1,696,703 | $75.3M |
| WorthPointe, LLC | 18.92% | Reduce -1.3% | 1,695,187 | $75.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.98% | Reduce -2.3% | 1,679,450 | $74.5M |
| Andrews, Lucia Wealth Management LLC | 38.28% | Reduce -2.9% | 1,649,228 | $73.2M |
| Tillman Hartley LLC | 16.42% | Add +0.9% | 1,647,465 | $73.1M |
| Glassman Wealth Services | 8.67% | Add +3.5% | 1,631,862 | $72.4M |
| Foundations Investment Advisors, LLC | 0.73% | Add +5.0% | 1,592,347 | $70.6M |
| Wealth Advisors Northwest LLC | 23.98% | Add +5.2% | 1,584,943 | $70.3M |
| Morton Capital Management LLC | 9.61% | Add +5.1% | 1,583,859 | $70.3M |
| Fifth Third Bancorp | 0.11% | Reduce -3.1% | 1,581,492 | $70.2M |
| Smartleaf Asset Management LLC | 2.28% | No change | 1,586,685 | $70.0M |
| Aspen Capital Management, LLC | 15.45% | Add +5.7% | 1,577,217 | $70.0M |
| Perigon Wealth Management, LLC | 1.10% | Add +2.3% | 1,571,550 | $69.7M |
| Ballentine Capital Advisors, Inc | 25.73% | Reduce -1.7% | 1,539,171 | $68.3M |
| Farther Finance Advisors, LLC | 0.53% | Reduce -3.1% | 1,532,405 | $68.0M |
| Strathmore Capital Advisors, Inc. | 18.25% | Add +5.8% | 1,524,918 | $67.8M |
| True Wealth Design, LLC | 15.81% | Add +7.0% | 1,498,581 | $66.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.07% | Reduce -5.0% | 1,445,497 | $64.1M |
| Cypress Point Wealth Management, LLC | 12.84% | Add +3.3% | 1,423,391 | $63.1M |
| Applied Capital LLC | 20.05% | Add +1.5% | 1,403,337 | $62.3M |
| Orion Porfolio Solutions, LLC | 0.46% | Reduce -2.1% | 1,359,733 | $60.3M |
| EP Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 1,353,841 | $60.1M |
| Northwest Wealth Management, LLC | 7.89% | Add +1.6% | 1,348,360 | $59.8M |
| Earned Wealth Advisors, LLC | 3.84% | Reduce -2.2% | 1,342,461 | $59.6M |
| Trust Co of the South | 8.13% | Reduce -0.1% | 1,301,185 | $57.7M |
| RS Crum Inc. | 10.81% | Add +0.9% | 1,299,487 | $57.6M |
| Quantinno Capital Management LP | 0.07% | Add +29.0% | 1,297,981 | $57.6M |
| Midwest Heritage Bank, FSB | 16.11% | Add +0.4% | 1,280,771 | $56.8M |
| Demming Financial Services Corp. | 35.63% | Add +1.9% | 1,263,422 | $56.0M |
| Bannerman Wealth Management Group, LLC | 32.21% | Add +2.9% | 1,243,763 | $55.2M |
| Lauterbach Financial Advisors, LLC | 23.21% | Reduce -0.8% | 1,216,392 | $54.0M |
| Passive Capital Management, LLC. | 16.70% | Reduce -5.0% | 1,348,728 | $53.4M |
| Vannoy Advisory Group, Inc. | 30.08% | Add +1.8% | 1,199,876 | $53.2M |
| Johnson Wealth Management, LLC | 21.82% | Add +7.9% | 1,161,153 | $51.5M |
| Client 1ST Advisory Group, LLC | 13.83% | Reduce -1.2% | 1,161,033 | $51.5M |
| FMB Wealth Management | 18.81% | Add +1.4% | 1,152,783 | $51.1M |
| Cahill Financial Advisors Inc. | 4.88% | Add +4.0% | 1,147,238 | $50.9M |
| Abel Hall, LLC | 8.78% | Add +3.2% | 1,144,856 | $50.8M |
| Bayshore Asset Management, LLC | 18.09% | Reduce -2.2% | 1,141,268 | $50.6M |
| Squire Investment Management Company, LLC | 12.17% | Add +1.3% | 1,139,447 | $50.5M |
| Momentous Wealth Management, Inc. | 25.84% | Add +4.5% | 1,136,713 | $50.4M |
| Rather & Kittrell, Inc. | 6.96% | Reduce -1.4% | 1,123,395 | $49.8M |
| Vestment Financial LLC | 22.27% | Add +0.9% | 1,118,049 | $49.7M |
| Two Sigma Investments, LP | 0.04% | New | 1,106,500 | $49.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | No change | 1,100,207 | $48.8M |
| Merit Financial Group, LLC | 0.30% | Reduce -2.4% | 1,097,040 | $48.7M |
| Platform Wealth Management, LLC | 17.78% | — | 1,095,516 | $48.6M |
| Cherrydale Wealth Management, LLC | 12.65% | Add +0.8% | 1,089,916 | $48.3M |
| Equitable Holdings, Inc. | 0.29% | Reduce -0.2% | 1,085,010 | $48.1M |
| Mills Wealth Advisors LLC | 14.95% | Add +4.3% | 1,070,062 | $47.5M |
| Savvy Advisors, Inc. | 1.02% | Add +11.7% | 1,069,808 | $47.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.9% | 1,060,691 | $47.1M |
| MML Investors Services, LLC | 0.10% | Add +20.4% | 1,054,413 | $46.8M |
| Red Lighthouse Investment Management, LLC | 13.87% | Reduce -0.5% | 1,049,483 | $46.6M |
| Capstone Wealth Management, Inc. | 34.71% | Reduce -0.0% | 1,040,325 | $46.2M |
| Cardinal Point Capital Management ULC | 2.61% | Add +0.9% | 1,037,411 | $46.0M |
| Vantage Point Financial LLC | 14.04% | Add +3.2% | 1,035,049 | $45.9M |
| BIP Wealth, LLC | 1.29% | Add +1471.9% | 1,027,009 | $45.6M |
| Pandowealth. LLC | 37.31% | Add +2.7% | 1,021,485 | $45.3M |
| IFG Advisory, LLC | 1.54% | Add +5353.0% | 991,731 | $44.0M |
| XY Planning Network, Inc. | 5.43% | Add +2.7% | 975,919 | $43.3M |
| Parker Financial LLC | 15.81% | Add +0.5% | 974,952 | $43.2M |
| Trellis Wealth Advisors LLC | 14.83% | Reduce -0.9% | 973,802 | $43.2M |
| Mission Wealth Management, LP | 0.54% | Add +35.5% | 973,262 | $43.2M |
| Vested Financial Planning, LLC | 28.77% | Reduce -1.6% | 965,539 | $42.8M |
| Cloud Capital Management, LLC | 15.58% | Add +8.6% | 962,620 | $42.7M |
| Versant Capital Management, Inc | 3.79% | Add +3.5% | 954,017 | $42.3M |
| Schulz Wealth, LTD. | 21.83% | — | 953,100 | $42.3M |
| Arcadia Wealth Management, Inc. | 20.06% | Reduce -0.6% | 947,460 | $42.0M |
| Private Wealth Management Group, LLC | 9.57% | Reduce -0.3% | 929,843 | $41.2M |
| Lutz Financial Services LLC | 2.51% | Add +0.9% | 928,322 | $41.2M |
| Wealthcare Advisory Partners LLC | 0.78% | Reduce -3.3% | 925,525 | $41.1M |
| CSP Financial Group, LLC | 34.98% | Add +5.8% | 925,242 | $41.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.44% | Reduce -7.7% | 923,750 | $41.0M |
| Rachor Investment Advisory Services, LLC | 20.03% | Reduce -3.0% | 917,098 | $40.7M |
| DiNuzzo Private Wealth, Inc. | 4.02% | Reduce -0.0% | 917,087 | $40.7M |
| Watchman Group, Inc. | 9.09% | Add +1.1% | 916,418 | $40.7M |
| Fiduciary Financial Group, LLC | 4.51% | Add +12.3% | 896,427 | $39.8M |
| Raffa Wealth Management, LLC | 5.00% | Add +10.0% | 894,699 | $39.7M |
| Dopkins Wealth Management, LLC | 14.28% | Reduce -0.3% | 885,725 | $39.3M |
| BCO Wealth Management LLC | 21.37% | Add +2.2% | 883,317 | $39.2M |
| Babb Wealth Advisors LLC | 18.83% | Add +3.9% | 880,703 | $39.1M |
| Truist Financial Corp. | 0.05% | Add +5.1% | 877,257 | $38.9M |
| Old Peak Finance LLC | 18.83% | Add +9.1% | 876,762 | $38.9M |
| HTG Investment Advisors, Inc. | 9.91% | Reduce -1.1% | 871,463 | $38.7M |
| Quarry Hill Advisors, LLC | 14.76% | Add +2.8% | 865,847 | $38.4M |
| Chicago Partners Investment Group LLC | 0.77% | Reduce -3.0% | 869,885 | $38.3M |
| Pacific Asset Management, LLC | 18.66% | Add +3.9% | 857,246 | $38.0M |
| TRB Wealth Management, LLC | 5.00% | Reduce -1.0% | 846,296 | $37.5M |
| B&D White Capital Company, LLC | 3.71% | Reduce -1.0% | 839,446 | $37.2M |
| Financial Alternatives, Inc | 18.25% | Add +0.2% | 834,859 | $37.0M |
| Outbound Financial Inc | 23.62% | Add +8.4% | 822,037 | $36.5M |
| Captrust Financial Advisors | 0.06% | Reduce -1.8% | 815,457 | $36.2M |
| JP Wealth Management, Inc. | 22.76% | Add +0.7% | 814,968 | $36.2M |
| SwitchPoint Financial Planning, LLC | 20.85% | Add +10.2% | 814,210 | $36.1M |
| MilWealth Group LLC | 7.65% | Add +1.1% | 808,386 | $35.9M |
| UMB Bank, n.a. | 0.45% | Reduce -0.3% | 804,075 | $35.7M |
| Parkwoods Wealth Partners, LLC | 5.71% | Add +21.8% | 800,965 | $35.5M |
| Beacon Financial Strategies CORP | 17.42% | Reduce -0.0% | 790,070 | $35.0M |
| marrick wealth, LLC | 24.75% | Add +0.3% | 785,884 | $34.9M |
| Cambridge Financial Group, LLC | 10.97% | Add +3.7% | 785,237 | $34.8M |
| Scratch Capital LLC | 17.24% | Add +8.6% | 783,242 | $34.7M |
| Aspen Wealth Management LLC | 5.87% | Reduce -0.5% | 778,572 | $34.5M |
| LifeGuide Financial Advisors, LLC | 9.83% | Add +2.9% | 777,969 | $34.5M |
| Wheels Up Wealth, Inc. | 29.21% | Add +2.6% | 776,633 | $34.5M |
| Bridge Generations Wealth Management LLC | 17.46% | Reduce -0.7% | 772,256 | $34.3M |
| New Dimensions Wealth Management, LLC | 25.07% | Add +2.3% | 748,344 | $33.2M |
| SageOak Financial, LLC | 21.64% | Reduce -3.3% | 746,357 | $33.1M |
| Peirce Capital Management, LLC | 12.14% | Reduce -6.7% | 746,235 | $33.1M |
| Financial Harvest, LLC | 13.49% | Add +8.0% | 735,332 | $32.6M |
| AdvisorNet Financial, Inc | 1.49% | Add +4.5% | 733,058 | $32.5M |
| Robertson Stephens Wealth Management, LLC | 0.80% | Add +1.1% | 729,808 | $32.4M |
| AA Financial Advisors, LLC | 3.89% | Reduce -1.4% | 729,792 | $32.4M |
| Dynamic Advisor Solutions LLC | 0.92% | Reduce -2.8% | 728,217 | $32.3M |
| American Capital Advisory, LLC | 11.73% | Reduce -0.1% | 724,338 | $32.1M |
| Generations Wealth, LLC | 30.31% | Add +2.1% | 719,635 | $31.9M |
| Phillips Financial Management, LLC | 2.30% | Reduce -1.8% | 707,528 | $31.4M |
| Liberty Wealth Management LLC | 3.92% | No change | 806,981 | $31.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Reduce -0.7% | 705,804 | $31.3M |
| Longview Financial Advisors LLC | 15.45% | Add +1.1% | 704,896 | $31.3M |
| Beacon Hill Wealth Management LTD. | 21.56% | — | 701,602 | $31.1M |
| RCS Financial Planning, LLC | 14.67% | Add +2.3% | 698,638 | $31.0M |
| Wolfstich Capital, LLC | 23.90% | Reduce -1.6% | 699,586 | $31.0M |
| Retirement Solution LLC | 6.04% | Add +1.3% | 696,213 | $30.9M |
| ABLE Financial Group, LLC | 5.17% | Add +0.1% | 694,969 | $30.8M |
| Aurelius Family Office LLC | 11.91% | Reduce -1.2% | 681,653 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.3% | 667,142 | $29.6M |
| Keudell/Morrison Wealth Management | 5.58% | Reduce -4.6% | 666,074 | $29.5M |
| Mather Group, Llc. | 0.25% | Reduce -8.6% | 656,345 | $29.1M |
| Geneos Wealth Management Inc. | 0.59% | Add +3.1% | 654,252 | $29.0M |
| Wealth Management Strategies, Inc. | 11.22% | Add +2.6% | 647,044 | $28.7M |
| CFS Investment Advisory Services, LLC | 1.91% | Reduce -0.2% | 646,249 | $28.6M |
| Rehmann Capital Advisory Group | 1.28% | Reduce -1.2% | 630,644 | $28.0M |
| Acorn Wealth Advisors, LLC | 6.74% | Add +11.8% | 623,542 | $27.7M |
| Signature Resources Capital Management, LLC | 10.76% | Add +5.1% | 615,188 | $27.3M |
| Investment Advisory Group, LLC | 5.85% | Add +0.7% | 608,039 | $27.0M |
| Index Fund Advisors, Inc. | 1.06% | Add +6.6% | 604,324 | $26.8M |
| N.E.W. Advisory Services LLC | 1.78% | Add +0.1% | 600,995 | $26.7M |
| Daner Wealth Management, LLC | 14.44% | Add +5.9% | 576,229 | $26.6M |
| Optimus Capital Advisors, LLC | 14.30% | Add +1.4% | 600,087 | $26.6M |
| Vestia Personal Wealth Advisors | 10.20% | Add +19.7% | 722,749 | $26.1M |
| EverSource Wealth Advisors, LLC | 0.87% | Reduce -15.9% | 580,195 | $25.7M |
| Corus Family Wealth Advisors | 17.69% | Add +2.4% | 579,098 | $25.7M |
| Pinnacle Financial Group, LLC / IL | 6.23% | Add +4.1% | 575,309 | $25.5M |
| Morgan Stanley | 0.00% | Reduce -0.0% | 573,031 | $25.4M |
| Visionary Wealth Advisors | 0.95% | Add +2.0% | 542,718 | $24.1M |
| tru Independence LLC | 10.38% | Add +1.3% | 534,791 | $23.7M |
| 3 Factor Indexing, LLC | 20.08% | Reduce -0.3% | 534,756 | $23.7M |
| Hutchens & Kramer Investment Management Group, LLC | 6.31% | Reduce -2.8% | 530,816 | $23.5M |
| Vistica Wealth Advisors, LLC | 20.19% | Add +0.6% | 526,146 | $23.3M |
| Approach Retirement Advisors, LLC | 16.95% | Add +2.1% | 526,067 | $23.3M |
| Cogent Strategic Wealth LLC | 22.17% | Reduce -4.6% | 524,199 | $23.3M |
| Kilner Capital Advisors, LLC | 19.65% | Add +2.4% | 515,346 | $22.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.30% | Reduce -4.9% | 512,692 | $22.7M |
| Legacy Financial Group, Inc. | 5.29% | Reduce -6.9% | 511,473 | $22.7M |
| Trajan Wealth LLC | 0.84% | Reduce -0.7% | 498,834 | $22.1M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 497,340 | $22.1M |
| Simplicity Wealth,LLC | 0.73% | Add +9.7% | 487,697 | $21.6M |
| Silver Oak Advisory Group, Inc. | 8.50% | Add +4.6% | 486,000 | $21.6M |
| JDH Wealth Management, LLC | 12.93% | Reduce -1.3% | 478,822 | $21.2M |
| PW Advisors, LLC \ FL | 14.16% | Add +1.0% | 478,235 | $21.2M |
| Kane Co Wealth Management, Inc. | 16.04% | Reduce -0.6% | 476,601 | $21.1M |
| CVA Family Office, LLC | 1.90% | Add +1.8% | 472,847 | $21.0M |
| FMR LLC | 0.00% | Add +8.8% | 470,062 | $20.9M |
| Hill Investment Group Partners, LLC | 2.08% | Reduce -7.1% | 460,465 | $20.4M |
| Tru Independence Asset Management 2, LLC | 10.94% | Add +0.4% | 455,590 | $20.2M |
| CPA Asset Management Group, LLC | 5.79% | Add +2971.7% | 453,471 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +122.8% | 449,368 | $19.9M |
| E6 Portfolios, LLC | 15.75% | Reduce -2.6% | 444,257 | $19.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.6% | 441,349 | $19.6M |
| Firethorn Wealth Partners, LLC | 6.28% | Add +3.5% | 439,450 | $19.5M |
| Vise Technologies, Inc. | 0.22% | Add +11.2% | 434,973 | $19.3M |
| Diversify Advisory Services, LLC | 0.32% | New | 430,908 | $19.1M |
| Diversify Wealth Management, LLC | 0.32% | Reduce -1.4% | 430,908 | $19.1M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -4.5% | 420,929 | $18.7M |
| Prime Capital Investment Advisors, LLC | 0.18% | Add +0.1% | 420,508 | $18.7M |
| Bessemer Group Inc. | 0.03% | Add +6.7% | 418,939 | $18.6M |
| Diversified Enterprises, LLC | 0.87% | Add +1.4% | 403,495 | $17.9M |
| Entrust Financial LLC | 11.56% | Reduce -3.0% | 401,893 | $17.8M |
| Jane Street Group, LLC | 0.01% | Add +4978.7% | 400,000 | $17.7M |
| Aerodigm Wealth, LLC | 6.00% | Reduce -1.0% | 399,674 | $17.7M |
| Citigroup Inc. | 0.01% | Add +60.5% | 399,130 | $17.7M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -3.4% | 397,467 | $17.6M |
| Root Financial Partners, LLC | 0.68% | Reduce -9.9% | 396,464 | $17.6M |
| Capstone Wealth Management, LLC | 8.15% | Add +0.8% | 396,182 | $17.6M |
| Arax Advisory Partners | 0.12% | Add +11.9% | 394,802 | $17.5M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +26.5% | 390,139 | $17.3M |
| Riverchase Wealth Management, LLC | 7.94% | Reduce -4.0% | 384,140 | $17.0M |
| Regions Financial Corp. | 0.10% | Reduce -0.8% | 381,545 | $16.9M |
| Integrated Advisors Network LLC | 0.78% | Add +2.4% | 380,631 | $16.9M |
| Five Oceans Advisors | 5.35% | Add +3.7% | 375,368 | $16.7M |
| Summit Wealth Group, LLC | 3.36% | Reduce -4.4% | 371,403 | $16.5M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +5.3% | 371,019 | $16.5M |
| Capital Group Private Client Services, Inc. | 0.23% | Add +0.0% | 370,731 | $16.4M |
| Sensenig Capital Advisors, Inc | 15.01% | Reduce -1.3% | 369,776 | $16.4M |
| Nwam LLC | 0.82% | Add +4.0% | 367,649 | $16.3M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 11.38% | Add +13.9% | 365,285 | $16.2M |
| Pacific Park Financial, Inc. | 9.22% | New | 358,171 | $15.9M |
| Oceanside Advisors LLC | 7.89% | Add +3.4% | 352,356 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +14.8% | 352,103 | $15.6M |
| Cravens & Co Advisors, LLC | 10.48% | Reduce -15.8% | 351,782 | $15.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +883.4% | 345,559 | $15.3M |
| Apollon Financial, LLC | 1.78% | Add +7.8% | 339,130 | $15.0M |
| Two West Capital Advisors LLC | 7.42% | Reduce -0.9% | 338,967 | $14.9M |
| Donalies Financial Planning, LLC | 10.80% | Add +3.2% | 330,465 | $14.7M |
| Choreo, LLC | 0.16% | Reduce -2.3% | 330,369 | $14.7M |
| Hassell Wealth Management, LLC | 4.48% | Reduce -0.6% | 331,630 | $14.6M |
| WealthSpring Partners, LLC | 12.49% | Add +5.0% | 327,536 | $14.5M |
| Family Office Research LLC | 5.34% | Reduce -0.6% | 321,210 | $14.2M |
| Fiduciary Financial Advisors | 1.45% | Add +17.3% | 320,820 | $14.2M |
| Aspiriant, LLC | 0.35% | Add +0.0% | 320,192 | $14.2M |
| Triad Wealth Partners, LLC | 0.84% | Add +15.5% | 313,350 | $14.1M |
| Winthrop Advisory Group LLC | 0.94% | Reduce -2.0% | 315,175 | $14.0M |
| Vigil Wealth Management, LLC | 9.90% | Add +2.9% | 312,798 | $13.9M |
| Ferguson Johnson Wealth Management Inc | 9.97% | Reduce -1.4% | 308,320 | $13.7M |
| BlackRock, Inc. | 0.00% | Add +45.6% | 306,439 | $13.6M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +6.7% | 303,987 | $13.5M |
| McLean Asset Management Corp | 1.78% | Reduce -1.4% | 302,109 | $13.4M |
| Cedar Wealth Management, LLC | 3.45% | No change | 302,298 | $13.4M |
| Tortoise Investment Management, LLC | 0.99% | Add +1.5% | 300,547 | $13.3M |
| Cherry Tree Wealth Management, LLC | 2.51% | Reduce -1.1% | 300,502 | $13.3M |
| McCartney Wealth Management LLC | 10.09% | Reduce -0.5% | 300,110 | $13.3M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -16.2% | 292,250 | $13.0M |
| Forthright Family Wealth Advisory LLC | 7.31% | New | 291,271 | $12.9M |
| Great Waters Wealth Management | 1.19% | Reduce -1.5% | 290,112 | $12.9M |
| AssuredPartners Investment Advisors, LLC | 1.24% | Add +15.2% | 289,397 | $12.8M |
| Brookstone Capital Management | 0.13% | Add +16.9% | 287,707 | $12.8M |
| Gemmer Asset Management LLC | 0.86% | Add +1.8% | 287,705 | $12.8M |
| Melfa Wealth Management, Inc. | 6.81% | Reduce -8.6% | 284,657 | $12.6M |
| Heffernan Advisory, Inc. | 10.50% | Add +2.7% | 282,755 | $12.5M |
| Rf&l Wealth Management, LLC | 8.49% | Reduce -0.2% | 282,692 | $12.5M |
| Sei Investments Co. | 0.01% | Add +14.5% | 282,580 | $12.5M |
| Mission Hills Financial Advisory, LLC | 5.48% | New | 281,251 | $12.5M |
| Signaturefd, LLC | 0.17% | Add +5.2% | 281,245 | $12.5M |
| Essential Planning, LLC. | 3.51% | Add +17.9% | 279,959 | $12.4M |
| Conquis Financial LLC | 9.92% | Reduce -1.5% | 277,365 | $12.3M |
| Foundation Wealth Management, LLC\PA | 3.67% | Reduce -0.6% | 274,292 | $12.2M |
| Axxcess Wealth Management, LLC | 0.19% | New | 272,906 | $12.1M |
| Vestor Capital, LLC | 0.76% | Add +1040.0% | 116,847 | $12.1M |
| SageView Advisory Group, LLC | 0.39% | Reduce -4.2% | 269,949 | $12.0M |
| BDFS Capital LLC | 5.16% | Add +7.6% | 267,655 | $11.9M |
| PFG Advisors | 0.59% | Add +0.6% | 264,770 | $11.7M |
| Tandemgrowth Financial Advisors LLC | 9.56% | Reduce -3.5% | 263,655 | $11.7M |
| Waterfront Wealth Inc. | 1.79% | Reduce -0.8% | 258,449 | $11.5M |
| Hippocratic Financial Advisors, LLC | 4.31% | Add +4.5% | 257,723 | $11.4M |
| Avion Wealth | 2.12% | Reduce -2.9% | 256,434 | $11.4M |
| Venture Visionary Partners LLC | 0.31% | Add +55.8% | 254,517 | $11.3M |
| Red Wave Investments LLC | 2.86% | Reduce -2.6% | 253,392 | $11.2M |
| Note Advisors, LLC | 4.87% | Add +1.2% | 253,344 | $11.2M |
| MB Generational Wealth, LLC | 5.49% | Add +10.2% | 252,167 | $11.2M |
| Professional Financial Solutions LLC | 8.66% | Add +5.0% | 251,137 | $11.1M |
| Sterling Wealth Management, Inc. | 2.77% | Reduce -0.1% | 250,822 | $11.1M |
| Fort Point Capital Partners LLC | 1.17% | Add +1.5% | 246,063 | $10.9M |
| Factor Wealth Management LTD | 1.64% | Reduce -0.3% | 245,177 | $10.9M |
| Legacy Advisors, LLC | 0.99% | No change | 238,363 | $10.6M |
| Citizens & Northern Corp. | 2.41% | No change | 238,023 | $10.6M |
| Sutton Place Investors LLC | 5.10% | Add +0.4% | 237,209 | $10.5M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -9.4% | 236,925 | $10.5M |
| Arista Wealth Management, LLC | 1.12% | Add +0.0% | 233,536 | $10.4M |
| Broadhurst Jeffrey B | 21.75% | Reduce -10.3% | 230,443 | $10.2M |
| VSM Wealth Advisory, LLC | 2.64% | Add +1.9% | 223,945 | $9.9M |
| Websterrogers Financial Advisors, LLC | 2.54% | Reduce -5.3% | 223,457 | $9.9M |
| MAI Capital Management | 0.04% | Add +55.0% | 222,651 | $9.9M |
| Ballentine Partners, LLC | 0.12% | No change | 220,432 | $9.8M |
| Poinciana Advisors Group, LLC | 7.26% | Reduce -15.3% | 192,085 | $9.8M |
| Investmark Advisory Group LLC | 3.68% | Reduce -0.6% | 218,483 | $9.7M |
| Optima Capital LLC | 3.83% | Add +4.2% | 218,467 | $9.7M |
| Woodside Wealth Management LLC | 6.75% | Reduce -0.9% | 218,412 | $9.7M |
| CGN Advisors LLC | 0.70% | Add +1.4% | 215,191 | $9.5M |
| Freedom Financial Partners LLC | 3.09% | Reduce -1.9% | 213,839 | $9.5M |
| Selective Wealth Management, Inc. | 2.43% | Add +79.4% | 209,906 | $9.3M |
| Asset Advisory Group, Inc. | 4.05% | Add +10.1% | 209,020 | $9.3M |
| Bridgewater Advisors Inc. | 0.50% | Reduce -0.3% | 204,444 | $9.2M |
| Brown Advisory Inc. | 0.01% | Add +2.4% | 202,416 | $9.0M |
| Arnold Financial Planning LLC | 6.62% | Reduce -1.1% | 199,973 | $8.9M |
| Morris Financial Concepts, Inc. | 2.71% | Reduce -0.0% | 199,485 | $8.8M |
| Strategic Investment Solutions, Inc. | 1.97% | Reduce -3.5% | 193,784 | $8.6M |
| Foundry Financial LLC | 2.90% | Add +3.1% | 193,597 | $8.6M |
| Jones Financial Companies LLLP | 0.00% | Add +18.5% | 193,956 | $8.5M |
| Berger Financial Group, Inc | 0.43% | Add +0.7% | 188,069 | $8.3M |
| AE Wealth Management LLC | 0.04% | Add +5.4% | 181,326 | $8.0M |
| Canvas Wealth Advisors, LLC | 1.12% | Add +83.9% | 181,125 | $8.0M |
| Archford Capital Strategies, LLC | 0.81% | Add +1.5% | 180,859 | $8.0M |
| Global Retirement Partners, LLC | 0.12% | — | 178,911 | $7.9M |
| Nicholas Hoffman & Company, LLC. | 0.17% | Add +0.0% | 178,818 | $7.9M |
| Transcend Capital Advisors, LLC | 0.53% | Add +3.4% | 177,677 | $7.9M |
| IFG Advisors, LLC | 1.09% | Add +0.0% | 177,675 | $7.9M |
| Inspire Advisors, LLC | 0.55% | Add +3.3% | 177,566 | $7.9M |
| Austin Wealth Management, LLC | 1.64% | Reduce -5.3% | 175,594 | $7.8M |
| HBE Wealth Management, LLC | 5.50% | Add +3.8% | 172,746 | $7.7M |
| Financial Council, LLC | 2.48% | Add +3.9% | 172,628 | $7.7M |
| Wealth Architects, LLC | 0.60% | Add +3.7% | 170,302 | $7.6M |
| HMV Wealth Advisors, LLC | 2.91% | Reduce -8.7% | 168,530 | $7.5M |
| First Financial Group Corp | 5.39% | Add +7.4% | 168,239 | $7.5M |
| Prospect Financial Group LLC | 5.92% | Add +0.5% | 165,652 | $7.3M |
| Tennessee Valley Asset Management Partners | 0.81% | New | 165,445 | $7.3M |
| Hutchinson Capital Management | 1.25% | Reduce -2.3% | 164,817 | $7.3M |
| Ieq Capital, LLC | 0.03% | Add +7.5% | 162,195 | $7.2M |
| Midwest Trust Co | 0.08% | Add +0.1% | 161,413 | $7.2M |
| Montis Financial, LLC | 1.46% | Reduce -1.1% | 160,431 | $7.1M |
| Prospera Financial Services Inc | 0.10% | Add +4.5% | 158,872 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +255.4% | 156,381 | $6.9M |
| Sowell Financial Services LLC | 0.22% | Reduce -2.3% | 153,627 | $6.8M |
| Keystone Financial Group, Inc. | 3.56% | Add +1.0% | 152,808 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +372.8% | 152,590 | $6.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +52.6% | 152,495 | $6.8M |
| True Blue Financial, LLC | 2.84% | Reduce -4.3% | 151,468 | $6.7M |
| Integrity Wealth Solutions LLC | 2.47% | Add +0.0% | 150,627 | $6.7M |
| Aprio Wealth Management, LLC | 0.33% | Reduce -0.1% | 150,417 | $6.7M |
| GEM Asset Management, LLC | 2.62% | Add +1.1% | 149,660 | $6.6M |
| Xcelsior Advisor Partners LLC | 0.87% | Reduce -0.7% | 149,091 | $6.6M |
| Abacus Wealth Partners, LLC | 0.69% | Reduce -0.6% | 148,441 | $6.6M |
| Great Lakes Retirement, Inc. | 0.57% | Reduce -0.4% | 145,663 | $6.5M |
| Ariadne Wealth Management, LP | 2.83% | Add +2.3% | 144,370 | $6.4M |
| Western Wealth Management, LLC | 0.21% | Add +0.1% | 144,201 | $6.4M |
| McGrath & Associates, Inc. | 8.27% | New | 143,023 | $6.3M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +22.5% | 142,960 | $6.3M |
| Kaufman Rossin Wealth, LLC | 3.00% | Add +0.2% | 142,667 | $6.3M |
| Oath Planning, LLC | 4.70% | Add +3.3% | 142,805 | $6.3M |
| Baker Tilly Wealth Management, LLC | 1.36% | Reduce -8.0% | 142,565 | $6.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4.92% | No change | 141,178 | $6.3M |
| Beckerman Institutional, LLC | 2.97% | Add +8.0% | 140,672 | $6.2M |
| Werba Rubin Papier Wealth Management | 0.75% | Add +0.6% | 139,544 | $6.2M |
| Clark Asset Management, LLC | 0.48% | Add +17.3% | 139,264 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 138,448 | $6.1M |
| WPWealth LLP | 0.91% | Add +3.1% | 137,866 | $6.1M |
| Physician Wealth Advisors, Inc. | 0.72% | Reduce -1.9% | 136,142 | $6.0M |
| Nicolet Bankshares Inc. | 0.19% | Reduce -13.0% | 135,626 | $6.0M |
| Krilogy Financial LLC | 0.18% | Add +2.4% | 134,821 | $6.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +2.2% | 134,260 | $6.0M |
| Valued Wealth Advisors LLC | 2.16% | Add +2.2% | 134,138 | $6.0M |
| Everest Financial Group LLC | 0.80% | Add +2.2% | 133,876 | $5.9M |
| Tranquilli Financial Advisor LLC | 3.15% | Add +5.1% | 131,766 | $5.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -7.5% | 131,034 | $5.8M |
| Entrewealth, LLC | 2.15% | Reduce -0.9% | 126,931 | $5.8M |
| Heritage Wealth Management, Inc. | 2.81% | Reduce -0.8% | 127,308 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +4.7% | 127,170 | $5.6M |
| BlueSky Wealth Advisors, LLC | 0.65% | No change | 126,647 | $5.6M |
| Caerus Investment Advisors, LLC | 1.89% | No change | 126,041 | $5.6M |
| RVW Wealth, LLC | 0.37% | Reduce -2.2% | 125,776 | $5.6M |
| NorthRock Partners, LLC | 0.08% | Add +11.1% | 124,735 | $5.5M |
| HighPoint Advisor Group LLC | 0.19% | Add +11.5% | 124,557 | $5.5M |
| Private Trust Co. NA | 0.44% | Add +8.0% | 123,356 | $5.5M |
| Accurate Wealth Management, LLC | 0.52% | Add +86.2% | 122,184 | $5.5M |
| Wesbanco Bank Inc. | 0.14% | Reduce -0.7% | 122,457 | $5.4M |
| Nuveen, LLC | 0.00% | New | 120,776 | $5.4M |
| Amicus Financial Advisors, LLC | 1.31% | Add +10.3% | 120,366 | $5.3M |
| Twin Cities Retirement Group LLC | 4.56% | Reduce -2.6% | 119,962 | $5.3M |
| Knightsbridge Asset Management, LLC | 0.69% | Reduce -4.4% | 118,147 | $5.2M |
| Alpha Financial Advisors, LLC | 1.46% | Reduce -0.6% | 118,008 | $5.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.5% | 117,411 | $5.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.99% | Reduce -3.1% | 117,013 | $5.2M |
| Advisors Capital Management, LLC | 0.06% | Add +11.8% | 116,457 | $5.2M |
| Arbor Wealth Advisors LLC | 3.14% | No change | 115,776 | $5.1M |
| Atlas Private Wealth Advisors | 1.12% | Reduce -0.6% | 115,418 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -7.3% | 114,714 | $5.1M |
| M Wealth Management, LLC | 3.98% | Reduce -0.9% | 114,363 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.28% | Add +2.8% | 113,131 | $5.0M |
| Mutual Advisors, LLC | 0.09% | Reduce -2.4% | 111,966 | $5.0M |
| BluePrint Investing LLC | 4.16% | No change | 111,626 | $5.0M |
| Bernicke Wealth Management, Ltd. | 0.57% | Reduce -1.3% | 109,734 | $4.9M |
| Vista Capital Partners, Inc. | 0.43% | Add +11.5% | 109,727 | $4.9M |
| Clarity Capital Advisors, LLC | 2.03% | Add +0.1% | 108,954 | $4.8M |
| PDS Planning, Inc | 0.28% | Add +7.0% | 108,432 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +36.2% | 108,094 | $4.8M |
| Everest Private Wealth | 1.79% | No change | 108,049 | $4.8M |
| Curio Wealth, LLC | 1.49% | Reduce -4.5% | 107,931 | $4.8M |
| AlphaCore Capital LLC | 0.09% | Add +3.7% | 107,410 | $4.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | Add +1.6% | 106,698 | $4.7M |
| McCarthy Asset Management, Inc. | 2.23% | — | 105,934 | $4.7M |
| Aegis Wealth Management LLC | 2.21% | Add +0.1% | 105,866 | $4.7M |
| Global Financial Private Client, LLC | 1.27% | Add +57.9% | 105,652 | $4.7M |
| Total Clarity Wealth Management, Inc. | 0.90% | Add +0.1% | 104,702 | $4.6M |
| Eaton Financial Holdings Company, LLC | 1.27% | Add +18.3% | 104,168 | $4.6M |
| Belleair Asset Management, LLC | 3.86% | Reduce -0.4% | 103,385 | $4.6M |
| RFG Advisory, LLC | 0.07% | Reduce -2.5% | 102,090 | $4.5M |
| Retirement Planning Group, LLC | 0.11% | Add +0.0% | 100,702 | $4.5M |
| Summit Wealth Group LLC / Co. | 0.37% | Reduce -1.4% | 99,616 | $4.4M |
| Integrated Wealthcare, LLC | 3.30% | Reduce -1.0% | 99,593 | $4.4M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -1.5% | 98,892 | $4.4M |
| Cary Street Partners Financial LLC | 0.10% | Add +0.1% | 98,258 | $4.4M |
| Freestone Capital Holdings, LLC | 0.11% | Add +12.7% | 98,061 | $4.3M |
| Concord Wealth Partners | 0.50% | Add +9.8% | 98,020 | $4.3M |
| Summit Financial, LLC | 0.05% | Reduce -1.7% | 97,216 | $4.3M |
| M Holdings Securities, Inc. | 0.58% | Reduce -67.5% | 97,176 | $4.3M |
| Forteris Wealth Management Inc. | 3.48% | Add +0.5% | 95,848 | $4.3M |
| Nautilus Advisors LLC | 2.51% | Add +4.5% | 95,310 | $4.3M |
| Orion Capital Management LLC | 1.30% | Reduce -0.8% | 94,423 | $4.2M |
| C M Bidwell & Associates Ltd. | 1.71% | Reduce -1.5% | 94,128 | $4.2M |
| Intelligent Financial Strategies | 2.01% | Add +0.0% | 94,014 | $4.2M |
| City State Bank | 0.95% | Add +4.2% | 93,086 | $4.1M |
| Allium Financial Advisors, LLC | 2.67% | No change | 92,057 | $4.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 5.55% | No change | 91,829 | $4.1M |
| USAdvisors Wealth Management, LLC | 1.14% | Reduce -7.0% | 89,953 | $4.0M |
| Altar Rock LLC | 5.77% | Add +0.1% | 89,044 | $4.0M |
| Wealthspan Partners, LLC | 1.24% | Add +7.2% | 88,666 | $3.9M |
| Curi Capital, LLC | 0.06% | Add +0.0% | 88,528 | $3.9M |
| Pioneer Wealth Management Group | 0.94% | Reduce -2.8% | 88,103 | $3.9M |
| Samalin Investment Counsel, LLC | 1.24% | Add +0.1% | 86,924 | $3.9M |
| Vanguard National Trust Co | 0.21% | No change | 86,724 | $3.8M |
| WestHill Financial Advisors, Inc. | 0.65% | No change | 86,551 | $3.8M |
| Kure Advisory, LLC | 1.81% | Add +0.5% | 85,906 | $3.8M |
| Buttonwood Financial Advisors Inc. | 1.15% | Reduce -0.7% | 85,038 | $3.8M |
| Accredited Investor Services, LLC | 2.07% | Reduce -0.1% | 82,584 | $3.7M |
| 25 LLC | 0.99% | Add +0.9% | 81,164 | $3.6M |
| True North Advisors, LLC | 0.34% | No change | 79,903 | $3.5M |
| Caprock Group, LLC | 0.07% | Reduce -1.3% | 78,132 | $3.5M |
| Wedmont Private Capital | 0.09% | Add +0.0% | 76,679 | $3.4M |
| Merited Wealth, LLC | 2.36% | Reduce -1.9% | 75,138 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.64% | Add +0.1% | 74,692 | $3.3M |
| E-Wealth Partners, LLC | 2.38% | Reduce -6.2% | 74,115 | $3.3M |
| L2 Asset Management, LLC | 0.34% | Reduce -50.6% | 73,852 | $3.3M |
| Quad-Cities Investment Group, LLC | 1.17% | Add +6.1% | 73,455 | $3.3M |
| Baker Avenue Asset Management, LP | 0.06% | Add +0.6% | 73,043 | $3.2M |
| Financial Insights, Inc. | 0.88% | Reduce -6.8% | 72,907 | $3.2M |
| Keener Financial Planning LLC | 1.15% | No change | 72,736 | $3.2M |
| Prosperity Planning, Inc. | 1.03% | Reduce -2.3% | 72,692 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 72,451 | $3.2M |
| Liberty Capital Management, Inc. | 0.55% | — | 72,322 | $3.2M |
| RB Capital Management, LLC | 0.65% | Add +2.5% | 72,205 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +33.0% | 71,989 | $3.2M |
| Marietta Wealth Management, LLC | 0.33% | Reduce -0.2% | 71,889 | $3.2M |
| Live Oak Private Wealth LLC | 0.40% | Add +19.5% | 71,657 | $3.2M |
| WealthCollab, LLC | 1.15% | No change | 71,464 | $3.2M |
| Atwater Malick LLC | 0.69% | Reduce -2.9% | 71,167 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.1% | 71,061 | $3.2M |
| Pallas Capital Advisors LLC | 0.10% | No change | 70,503 | $3.1M |
| Sterling Wealth Advisors Inc | 1.69% | Add +11.5% | 70,084 | $3.1M |
| Yarger Wealth Strategies, LLC | 1.12% | Reduce -1.8% | 69,602 | $3.1M |
| Freedom Day Solutions, LLC | 0.69% | Add +12.8% | 69,889 | $3.1M |
| Americana Partners, LLC | 0.07% | No change | 69,781 | $3.1M |
| Hartmann Taylor Wealth Management, LLC | 2.05% | No change | 79,593 | $3.1M |
| Torren Management, LLC | 1.54% | Reduce -0.1% | 68,389 | $3.0M |
| RHL Group, LLC | 2.50% | Add +20.4% | 68,279 | $3.0M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -1.6% | 67,609 | $3.0M |
| Seaside Wealth Management, Inc. | 0.74% | Add +0.3% | 67,393 | $3.0M |
| Seneschal Advisors, LLC | 2.04% | Reduce -4.6% | 67,091 | $3.0M |
| Strategent Financial, LLC | 1.71% | Reduce -5.8% | 66,943 | $3.0M |
| Ares Financial Consulting, LLC | 2.12% | Reduce -7.1% | 66,568 | $3.0M |
| KOM Wealth Management Group, LLC | 1.76% | Reduce -19.9% | 65,554 | $2.9M |
| Tandem Financial, LLC | 0.94% | Add +2.7% | 65,535 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -0.9% | 64,677 | $2.9M |
| TCFG Investment Advisors, LLC | 0.97% | Add +4.5% | 64,655 | $2.9M |
| Citizens Financial Group Inc. | 0.03% | Reduce -0.8% | 64,556 | $2.9M |
| Sage Mountain Advisors LLC | 0.18% | No change | 64,523 | $2.9M |
| Facet Wealth, Inc. | 0.04% | Add +84.9% | 63,886 | $2.8M |
| HUB Investment Partners, LLC | 0.05% | Add +0.0% | 63,744 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -2.5% | 62,952 | $2.8M |
| Cascade Wealth Advisors, Inc | 1.12% | Add +0.1% | 60,673 | $2.8M |
| CENTRAL TRUST Co | 0.05% | No change | 62,792 | $2.8M |
| Aviance Capital Partners, LLC | 0.29% | Add +2.1% | 62,687 | $2.8M |
| NerdWallet Wealth Partners, LLC | 0.96% | No change | 62,617 | $2.8M |
| Level Wealth Management LLC | 1.11% | Reduce -1.0% | 62,536 | $2.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +79.4% | 62,354 | $2.8M |
| Family Wealth Partners, LLC | 0.84% | No change | 61,978 | $2.7M |
| Freedom Investment Management, Inc. | 0.75% | Add +1.3% | 60,822 | $2.7M |
| Rialto Wealth Management, LLC | 0.53% | Reduce -0.2% | 60,568 | $2.7M |
| Brooklyn FI, LLC | 0.49% | No change | 59,966 | $2.7M |
| Innovative Asset Advisors Group, LLC | 1.15% | Reduce -8.0% | 59,430 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 59,299 | $2.6M |
| Grey Fox Wealth Advisors, LLC | 0.41% | Add +0.2% | 58,972 | $2.6M |
| Kestra Investment Management, LLC | 0.05% | Reduce -37.5% | 58,057 | $2.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | No change | 57,831 | $2.6M |
| KM Capital Management Ltd. | 1.20% | Add +0.3% | 57,686 | $2.6M |
| Aquire Wealth Advisors, LLC | 0.58% | No change | 57,169 | $2.5M |
| Yardley Wealth Management LLC | 1.13% | Add +155.4% | 56,048 | $2.5M |
| Larson Financial Group LLC | 0.07% | Reduce -0.1% | 55,765 | $2.5M |
| Landing Point Financial Group, LLC | 0.84% | Add +12.7% | 55,744 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Reduce -24.8% | 54,881 | $2.4M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +0.0% | 54,535 | $2.4M |
| Stolz & Associates, PS | 1.49% | Reduce -0.2% | 53,661 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +61.5% | 53,493 | $2.4M |
| Keating Financial Advisory Services, Inc. | 0.31% | Reduce -0.1% | 53,118 | $2.4M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -0.7% | 52,690 | $2.3M |
| American Financial Advisors, LLC | 0.28% | Add +0.3% | 52,685 | $2.3M |
| Parkside Financial Bank & Trust | 0.16% | No change | 52,524 | $2.3M |
| Forefront Wealth Partners, LLC | 0.72% | Add +89.4% | 52,388 | $2.3M |
| NorthAvenue LLC | 1.66% | Add +1.5% | 52,275 | $2.3M |
| MJP Associates Inc. | 0.25% | Add +0.0% | 52,252 | $2.3M |
| Advisor OS, LLC | 0.15% | Add +0.0% | 52,252 | $2.3M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +4.4% | 51,832 | $2.3M |
| Cadent Capital Advisors, LLC | 0.48% | No change | 51,653 | $2.3M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +1.2% | 51,457 | $2.3M |
| Stirlingshire Investments, Inc. | 1.69% | Reduce -8.0% | 51,334 | $2.3M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -7.1% | 51,218 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.07% | No change | 50,978 | $2.3M |
| OpenArc Corporate Advisory, LLC | 0.03% | Reduce -31.0% | 50,787 | $2.3M |
| Woodward Financial Advisors, Inc. | 0.75% | — | 50,558 | $2.2M |
| Capital Investment Management, Inc. | 0.69% | Reduce -2.5% | 50,427 | $2.2M |
| Shakespeare Wealth Management, LLC | 0.59% | Reduce -2.5% | 49,898 | $2.2M |
| Caliber Wealth Management, LLC / KS | 0.21% | Add +0.0% | 49,446 | $2.2M |
| Riverbend Wealth Management, LLC | 1.11% | Add +3.4% | 49,135 | $2.2M |
| Olistico Wealth, LLC | 0.93% | No change | 49,092 | $2.2M |
| Great Oak Capital Partners, LLC | 0.47% | Reduce -4.6% | 49,051 | $2.2M |
| Oakworth Capital, Inc. | 0.10% | Add +2.1% | 48,424 | $2.1M |
| Strategic Blueprint, LLC | 0.11% | Reduce -5.0% | 47,898 | $2.1M |
| Storgate, LLC | 0.44% | No change | 47,540 | $2.1M |
| Axis Wealth Partners, LLC | 1.00% | Reduce -19.4% | 46,967 | $2.1M |
| Ascent Group, LLC | 0.06% | Add +227.7% | 46,958 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -51.9% | 46,600 | $2.1M |
| Wealthspire Retirement, LLC | 0.11% | Add +0.3% | 46,106 | $2.1M |
| Confluence Wealth Services, Inc. | 0.06% | Add +38.5% | 46,083 | $2.0M |
| Align Financial, LLC | 1.00% | No change | 45,580 | $2.0M |
| Csenge Advisory Group | 0.08% | Reduce -0.9% | 45,435 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 45,318 | $2.0M |
| Coston, McIsaac & Partners | 0.40% | Reduce -0.6% | 45,157 | $2.0M |
| Johnson Investment Counsel Inc. | 0.01% | Add +62.2% | 44,130 | $2.0M |
| Lexington Hill Partners, LLC | 0.94% | Reduce -5.5% | 43,823 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Add +0.0% | 43,655 | $1.9M |
| West Wealth Group, LLC | 0.32% | Add +0.3% | 43,618 | $1.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.61% | No change | 42,815 | $1.9M |
| Roundview Capital LLC | 0.10% | Add +0.3% | 42,515 | $1.9M |
| Magnolia Capital Advisors LLC | 0.32% | Add +35.0% | 36,247 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +18.0% | 41,804 | $1.9M |
| LJI Wealth Management, LLC | 0.26% | Reduce -13.2% | 41,695 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -1.3% | 46,048 | $1.8M |
| IMA Advisory Services, Inc. | 0.11% | Reduce -6.7% | 40,225 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.45% | No change | 39,579 | $1.8M |
| Disciplined Equity Management, Inc. | 0.77% | No change | 39,340 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +209.6% | 39,182 | $1.7M |
| Trustmark Bank Trust Department | 0.10% | No change | 39,113 | $1.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +0.0% | 39,085 | $1.7M |
| Washington Trust Advisors, Inc. | 0.13% | Add +28.4% | 38,906 | $1.7M |
| Florida Trust Wealth Management Co | 0.04% | No change | 38,593 | $1.7M |
| Probity Advisors, Inc. | 0.24% | Reduce -1.0% | 38,544 | $1.7M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 38,485 | $1.7M |
| Lifeworks Advisors, LLC | 0.18% | No change | 37,795 | $1.7M |
| SeaBridge Investment Advisors LLC | 0.24% | Add +0.2% | 37,709 | $1.7M |
| Shotwell Rutter Baer Inc | 0.92% | No change | 37,626 | $1.7M |
| Archer Investment Management, LLC | 0.57% | Reduce -0.9% | 37,347 | $1.7M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 37,123 | $1.6M |
| Stone Summit Wealth LLC | 0.42% | Reduce -0.6% | 37,013 | $1.6M |
| Calton & Associates, Inc. | 0.24% | Add +26.8% | 36,896 | $1.6M |
| 1900 Wealth Management LLC | 0.09% | Reduce -5.9% | 36,621 | $1.6M |
| Composition Wealth, LLC | 0.02% | Add +48.1% | 36,548 | $1.6M |
| Vermillion Wealth Management, Inc. | 0.39% | Add +0.2% | 36,543 | $1.6M |
| Wilkerson Advisory Group LLC | 0.49% | Reduce -3.3% | 36,225 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.3% | 36,004 | $1.6M |
| Advyzon Investment Management, LLC | 0.12% | Reduce -4.1% | 35,940 | $1.6M |
| Brewster Financial Planning LLC | 0.87% | No change | 35,885 | $1.6M |
| Alkeme Wealth, LLC | 0.61% | Add +1.7% | 35,701 | $1.6M |
| Quantum Financial Advisors, LLC | 0.16% | No change | 35,487 | $1.6M |
| Evergreen Capital Management LLC | 0.03% | No change | 35,483 | $1.6M |
| Maia Wealth LLC | 0.23% | Reduce -6.2% | 35,439 | $1.6M |
| Avant Financial Advisors LLC | 0.98% | Reduce -4.6% | 35,354 | $1.6M |
| Silver Oak Securities, Incorporated | 0.10% | Add +16.8% | 35,349 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -1.6% | 35,238 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +163.1% | 35,222 | $1.6M |
| IF Advisors, LLC | 1.01% | No change | 34,487 | $1.5M |
| Revolve Wealth Partners, LLC | 0.16% | New | 34,320 | $1.5M |
| First Merchants Corp. | 0.05% | No change | 34,177 | $1.5M |
| Brand Asset Management Group, Inc. | 0.33% | New | 34,048 | $1.5M |
| Integrity Investment Advisors, LLC | 0.65% | Reduce -17.3% | 33,853 | $1.5M |
| AlphaStar Capital Management, LLC | 0.09% | Add +291.3% | 33,550 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.7% | 33,429 | $1.5M |
| Performance Wealth Partners, LLC | 0.04% | New | 33,132 | $1.5M |
| Rise Advisors, LLC | 0.41% | Add +0.3% | 32,988 | $1.5M |
| Davis R M Inc. | 0.02% | No change | 32,958 | $1.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +0.2% | 32,713 | $1.5M |
| Avise Financial Cooperative, Inc. | 1.03% | Reduce -12.5% | 32,574 | $1.4M |
| Essex Financial Services, Inc. | 0.07% | Add +27.5% | 32,367 | $1.4M |
| Almanack Investment Partners, LLC. | 0.18% | No change | 32,346 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -4.3% | 31,333 | $1.4M |
| Collective Family Office LLC | 0.29% | No change | 32,293 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.82% | No change | 32,274 | $1.4M |
| IFP Advisors, Inc | 0.03% | Reduce -1.2% | 32,256 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | New | 32,045 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 31,964 | $1.4M |
| Verus Capital Partners, LLC | 0.08% | Add +4.5% | 31,868 | $1.4M |
| TruNorth Capital Management, LLC | 0.23% | Reduce -27.6% | 31,687 | $1.4M |
| Heritage Wealth Advisors | 0.05% | No change | 31,658 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 31,611 | $1.4M |
| Tranquility Partners, LLC | 0.48% | Add +3.6% | 31,530 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.5% | 31,401 | $1.4M |
| OMNI 360 Wealth, Inc. | 0.64% | Add +0.2% | 31,261 | $1.4M |
| Physician Wealth Solutions Inc. | 0.53% | Reduce -56.5% | 31,222 | $1.4M |
| Commerce Bank | 0.01% | Reduce -4.3% | 30,845 | $1.4M |
| Stewardship Advisors, LLC | 0.28% | Add +2.3% | 30,447 | $1.4M |
| Wharton Business Group, LLC | 0.05% | No change | 30,402 | $1.3M |
| Symphony Financial, Ltd. Co. | 0.15% | Add +0.3% | 30,543 | $1.3M |
| Montag A & Associates Inc. | 0.06% | No change | 30,235 | $1.3M |
| National Philanthropic Trust | 0.02% | New | 30,170 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 0.92% | Add +8.3% | 29,968 | $1.3M |
| Highland Investment Advisors LLC | 0.58% | — | 29,846 | $1.3M |
| Lam Group, Inc. | 0.66% | Add +0.0% | 29,806 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Add +40.4% | 29,724 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +2.5% | 29,582 | $1.3M |
| High Probability Advisors, LLC | 0.14% | Reduce -4.4% | 29,474 | $1.3M |
| Citrine Capital LLC | 0.48% | No change | 29,388 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Reduce -0.7% | 29,278 | $1.3M |
| Victory Financial Group, LLC | 0.14% | Add +0.4% | 29,233 | $1.3M |
| FSM Wealth Advisors, LLC | 0.14% | Add +0.0% | 29,137 | $1.3M |
| Gibraltar Capital Management, Inc. | 0.20% | No change | 28,976 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 0.77% | New | 28,821 | $1.3M |
| Obermeyer Wealth Partners | 0.05% | No change | 28,757 | $1.3M |
| Francis Financial, Inc. | 0.21% | Reduce -6.5% | 28,692 | $1.3M |
| Hilltop Holdings Inc. | 0.10% | Add +13.8% | 28,467 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.1% | 28,461 | $1.3M |
| WASHINGTON TRUST Co | 0.04% | No change | 28,438 | $1.3M |
| Disciplined Investors, L.L.C. | 0.63% | Add +0.1% | 28,388 | $1.3M |
| ERn Financial, LLC | 0.20% | No change | 27,894 | $1.2M |
| FFT Wealth Management LLC | 0.19% | No change | 27,708 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +1.4% | 27,274 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +6.1% | 26,866 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.20% | No change | 26,857 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -3.4% | 26,715 | $1.2M |
| Smith Shellnut Wilson LLC | 0.44% | No change | 26,634 | $1.2M |
| a16z Perennial Management, L.P. | 0.10% | No change | 26,550 | $1.2M |
| Astra Wealth Partners LLC | 0.65% | No change | 26,442 | $1.2M |
| Fortis Advisors, LLC | 0.55% | Add +0.3% | 26,354 | $1.2M |
| Navigate Wealth Management, LLC | 0.72% | Reduce -1.7% | 26,433 | $1.2M |
| Busey Bank | 0.03% | Reduce -1.4% | 26,130 | $1.2M |
| Gradient Capital Advisors, LLC | 0.27% | Add +1.9% | 26,013 | $1.2M |
| Cooper Financial Group | 0.10% | Add +0.0% | 25,883 | $1.1M |
| Affinity Capital Advisors, LLC | 0.14% | No change | 25,646 | $1.1M |
| St Germain D J Co. Inc. | 0.04% | No change | 25,704 | $1.1M |
| Aspire Private Capital, LLC | 0.24% | Add +1.4% | 25,635 | $1.1M |
| Renasant Bank | 0.73% | No change | 25,633 | $1.1M |
| Quadcap Wealth Management, LLC | 0.11% | No change | 25,223 | $1.1M |
| Richard P Slaughter Associates Inc | 0.22% | No change | 25,188 | $1.1M |
| Perennial Investment Advisors, LLC | 0.07% | Add +0.6% | 25,052 | $1.1M |
| Blue Chip Partners, LLC | 0.07% | Add +0.2% | 25,042 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.1% | 24,838 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -4.4% | 24,744 | $1.1M |
| Keel Point, LLC | 0.06% | Reduce -3.2% | 24,691 | $1.1M |
| Meredith Wealth Planning | 0.25% | Add +0.2% | 24,348 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +80.3% | 24,328 | $1.1M |
| S. R. Schill & Associates | 0.64% | Add +0.3% | 24,066 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 23,981 | $1.1M |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Reduce -0.0% | 23,967 | $1.1M |
| National Bank of Canada | 0.00% | No change | 24,093 | $1.1M |
| Elser Financial Planning, Inc | 0.05% | Add +1.2% | 23,764 | $1.1M |
| CRA Financial Services, LLC | 0.12% | Reduce -1.8% | 23,764 | $1.1M |
| Empire Financial Management Company, LLC | 0.41% | Reduce -0.5% | 23,624 | $1.0M |
| Resolute Wealth Advisor, Inc. | 0.59% | No change | 26,619 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.59% | Reduce -4.2% | 23,254 | $1.0M |
| Kintra Wealth, LLC | 0.05% | Add +0.3% | 22,108 | $1.0M |
| Pitcairn Wealth Advisors LLC | 0.11% | New | 22,715 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +9.7% | 22,622 | $1.0M |
| Millstone Evans Group, LLC | 0.54% | Reduce -4.0% | 22,510 | $999K |
| Murphy Pohlad Asset Management LLC | 0.35% | No change | 22,504 | $998K |
| Northwest Wealth Advisors, LLC | 0.57% | Add +3.7% | 22,444 | $996K |
| Quadrant Private Wealth Management, LLC | 0.22% | No change | 22,372 | $992K |
| Eldridge Investment Advisors, Inc. | 0.20% | Reduce -0.9% | 22,287 | $989K |
| Beacon Financial Advisory LLC | 0.19% | No change | 22,285 | $989K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -1.6% | 22,162 | $983K |
| Certuity, LLC | 0.05% | No change | 21,994 | $976K |
| Trailhead Planners LLC | 0.93% | Reduce -25.1% | 21,638 | $960K |
| Sprinkle Financial Consultants LLC | 0.38% | Reduce -1.0% | 21,588 | $958K |
| Hopwood Financial Services, Inc. | 0.55% | No change | 21,326 | $946K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 21,073 | $935K |
| McLaughlin Asset Management, Inc. | 0.64% | Add +100.0% | 20,908 | $927K |
| Partners in Financial Planning | 0.14% | Reduce -0.8% | 20,741 | $920K |
| Bleakley Financial Group, LLC | 0.01% | New | 20,544 | $911K |
| Sard Wealth Management Group, LLC | 0.43% | Reduce -0.9% | 20,449 | $907K |
| Principal Securities, Inc. | 0.01% | Add +16.5% | 20,372 | $904K |
| Vanguard Advisers Inc. | 0.00% | Reduce -6.5% | 19,972 | $886K |
| Mayport, LLC | 0.14% | Add +5.0% | 19,945 | $885K |
| Sage Rhino Capital LLC | 0.15% | Reduce -0.2% | 19,933 | $884K |
| OneAscent Family Office, LLC | 0.45% | Reduce -58.3% | 19,913 | $883K |
| bLong Financial, LLC | 0.57% | No change | 19,784 | $878K |
| Keystone Financial Services | 0.23% | Reduce -1.1% | 19,745 | $876K |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.1% | 19,537 | $867K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.2% | 19,510 | $865K |
| Anderson Hoagland & Co. | 0.07% | No change | 19,248 | $854K |
| Revisor Wealth Management LLC | 0.20% | No change | 19,221 | $853K |
| Boston Trust Walden Corp | 0.01% | No change | 19,164 | $850K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -0.7% | 19,108 | $848K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.7% | 19,108 | $848K |
| QRG Capital Management, Inc. | 0.01% | Add +14.3% | 18,716 | $830K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 18,672 | $828K |
| LexAurum Advisors, LLC | 0.10% | New | 18,510 | $821K |
| Cherry Creek Investment Advisors, Inc. | 0.32% | No change | 18,157 | $805K |
| Institute for Wealth Management, LLC. | 0.07% | No change | 18,091 | $803K |
| Pettinga Financial Advisors LLC | 0.13% | No change | 18,026 | $800K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -50.0% | 18,012 | $799K |
| KPP Advisory Services LLC | 0.10% | Reduce -6.4% | 18,011 | $799K |
| Money Concepts Capital Corp. | 0.04% | Reduce -0.3% | 17,980 | $798K |
| Colonial Trust Co / SC | 0.10% | No change | 17,949 | $796K |
| Northeast Planning Associates, Inc. / NH / | 0.59% | No change | 18,145 | $793K |
| Blume Capital Management, Inc. | 0.12% | No change | 17,643 | $783K |
| Autumn Glory Partners, LLC | 0.22% | No change | 17,584 | $780K |
| Goldman Sachs Group Inc. | 0.00% | Add +40.3% | 17,402 | $772K |
| Stage Harbor Financial, LLC | 0.44% | Reduce -6.3% | 17,358 | $770K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.2% | 17,291 | $769K |
| Acropolis Investment Management, LLC | 0.03% | No change | 17,233 | $764K |
| National Wealth Management Group, LLC | 0.24% | Add +0.1% | 17,208 | $763K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -7.1% | 17,175 | $762K |
| KRM Wealth Management L.L.C. | 0.33% | Add +0.3% | 16,956 | $752K |
| Vilga Financial Planning LLC | 0.57% | No change | 16,915 | $750K |
| CogentBlue Wealth Advisors, LLC | 0.43% | Reduce -0.3% | 16,784 | $745K |
| Evolution Advisers, Inc. | 0.27% | No change | 16,680 | $739K |
| Security Financial Services, INC. | 0.10% | Reduce -13.6% | 16,499 | $732K |
| Huntington National Bank | 0.00% | Reduce -4.4% | 16,474 | $731K |
| WBH Advisory Inc. | 0.05% | No change | 16,464 | $730K |
| IHT Wealth Management, LLC | 0.02% | Add +31.2% | 16,261 | $721K |
| NewEdge Wealth, LLC | 0.01% | Add +12.1% | 16,201 | $719K |
| Destination Wealth Management | 0.02% | No change | 16,194 | $718K |
| Vantus Wealth LLC | 0.38% | — | 16,179 | $718K |
| Chapman Financial Group, LLC | 0.48% | No change | 16,169 | $717K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.6% | 16,124 | $715K |
| Ti-Trust, Inc. | 0.38% | Reduce -2.3% | 16,088 | $714K |
| Providence Capital Advisors, LLC | 0.11% | No change | 16,084 | $713K |
| MPWM Advisory Solutions, LLC | 0.33% | Reduce -0.6% | 16,072 | $713K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Add +394.6% | 16,063 | $713K |
| Magnus Financial Group LLC | 0.05% | Add +0.2% | 16,018 | $711K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.3% | 15,961 | $708K |
| Trust Point Inc. | 0.06% | No change | 15,945 | $707K |
| Threadgill Financial, LLC | 0.29% | No change | 15,705 | $697K |
| 180 Wealth Advisors, LLC | 0.07% | Add +13.5% | 15,686 | $696K |
| Rebalance, LLC | 0.04% | Reduce -8.4% | 15,600 | $692K |
| Hershey Financial Advisers, LLC | 0.49% | Reduce -1.6% | 15,538 | $689K |
| Two Sigma Securities, LLC | 0.06% | Add +42.8% | 15,459 | $686K |
| BostonPremier Wealth LLC | 0.29% | Add +0.3% | 15,354 | $681K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +2.9% | 15,424 | $681K |
| SCS Capital Management LLC | 0.01% | Reduce -45.7% | 15,266 | $677K |
| Balboa Wealth Partners | 0.09% | Add +0.0% | 15,199 | $674K |
| Mendota Financial Group, LLC | 0.41% | Reduce -8.4% | 15,020 | $666K |
| Capital Advisors Inc. | 0.01% | Reduce -13.9% | 14,935 | $663K |
| Johnson Financial Group, LLC | 0.04% | Reduce -1.4% | 14,878 | $660K |
| Independent Financial Group, LLC | 0.01% | Add +4.1% | 14,820 | $657K |
| Central Valley Advisors, LLC | 0.17% | Reduce -0.1% | 14,801 | $657K |
| Global Trust Wealth Management LLC | 0.45% | Reduce -24.8% | 14,787 | $656K |
| Thompson David Blair | 0.32% | Reduce -14.3% | 14,650 | $650K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +62.9% | 14,640 | $649K |
| North Capital, Inc. | 0.49% | Add +0.0% | 14,629 | $649K |
| Bluespring Wealth Management, LLC | 0.01% | New | 14,551 | $645K |
| Intrua Financial, LLC | 0.06% | No change | 14,526 | $644K |
| &partners | 0.00% | Add +3.3% | 14,519 | $644K |
| Rockingstone Advisors LLC | 0.26% | No change | 14,471 | $642K |
| Rossby Financial, LCC | 0.12% | Reduce -17.0% | 14,462 | $642K |
| Barry Investment Advisors, LLC | 0.13% | Reduce -1.0% | 14,413 | $639K |
| EnRich Financial Partners LLC | 0.15% | Add +1.0% | 14,409 | $639K |
| Abundance Wealth Counselors | 0.04% | No change | 14,223 | $631K |
| Donaldson Capital Management, LLC | 0.02% | Add +3.2% | 14,177 | $629K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +0.2% | 14,155 | $628K |
| Greenwood Capital Associates LLC | 0.06% | No change | 14,082 | $625K |
| Morling Financial Advisors, LLC | 0.17% | No change | 14,050 | $623K |
| Topsail Wealth Management, LLC | 0.08% | Add +22.8% | 14,002 | $621K |
| Blue Trust, Inc. | 0.01% | Reduce -48.1% | 13,996 | $621K |
| Visionary Horizons, LLC | 0.26% | Reduce -0.9% | 13,945 | $619K |
| Balefire, LLC | 0.10% | Reduce -79.3% | 13,938 | $618K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 13,936 | $618K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +1.4% | 13,874 | $615K |
| Bank of Montreal | 0.00% | Reduce -1.7% | 13,873 | $615K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.8% | 13,802 | $612K |
| Sound Income Strategies, LLC | 0.03% | Add +430.9% | 13,739 | $609K |
| BOS Asset Management, LLC | 0.14% | Add +0.2% | 13,628 | $605K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +309.3% | 13,617 | $604K |
| Argent Trust Co | 0.02% | No change | 13,600 | $603K |
| Baring Financial LLC | 0.33% | Reduce -13.6% | 13,570 | $602K |
| Certified Advisory Corp | 0.05% | New | 13,541 | $601K |
| Hamilton Capital, LLC | 0.03% | No change | 13,463 | $597K |
| Yoder Wealth Management, Inc. | 0.23% | No change | 13,407 | $595K |
| Modern Wealth Management, LLC | 0.01% | Add +2.1% | 13,389 | $594K |
| May Hill Capital, LLC | 0.12% | Add +7.8% | 13,372 | $593K |
| Fermata Advisors, LLC | 0.12% | New | 13,269 | $589K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 13,259 | $588K |
| Bell Investment Advisors, Inc | 0.09% | No change | 13,196 | $585K |
| Lockerman Financial Group, Inc. | 0.89% | No change | 13,133 | $583K |
| Washington Trust Bank | 0.04% | Reduce -3.2% | 12,985 | $576K |
| First Trust Advisors LP | 0.00% | Reduce -19.7% | 12,985 | $576K |
| SYM FINANCIAL Corp | 0.05% | Reduce -24.2% | 12,962 | $575K |
| Highland Financial Advisors, LLC | 0.13% | No change | 12,807 | $568K |
| Mraz, Amerine & Associates, Inc. | 0.08% | Reduce -0.2% | 12,804 | $568K |
| Delos Wealth Advisors, LLC | 0.29% | No change | 12,793 | $567K |
| Oak Wealth Advisors LLC | 0.27% | Add +0.1% | 12,715 | $564K |
| Keystone Wealth Services, LLC | 0.10% | No change | 12,697 | $563K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,697 | $563K |
| Platt Wealth Management LLC | 0.45% | No change | 12,665 | $561K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -5.8% | 12,550 | $558K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 12,500 | $555K |
| Tufton Capital Management | 0.09% | Add +22.6% | 12,360 | $548K |
| Cogent Private Wealth, Inc. | 0.34% | Reduce -61.8% | 12,248 | $543K |
| Blueprint Investment Partners LLC | 0.04% | New | 12,174 | $540K |
| Harbor Group, Inc. | 0.06% | Reduce -5.3% | 12,145 | $539K |
| COFG Advisors, LLC | 0.09% | Add +0.2% | 12,072 | $536K |
| Robinswood Financial LLC | 0.15% | Add +0.0% | 12,010 | $533K |
| Vista Finance, LLC | 0.30% | No change | 11,992 | $532K |
| D. E. Shaw & Co. | 0.00% | New | 11,818 | $524K |
| HFG Wealth Management, LLC | 0.53% | Reduce -81.4% | 11,808 | $524K |
| Navigoe, LLC | 0.27% | Reduce -4.8% | 11,812 | $523K |
| Burk Holdings LLC | 0.19% | Add +0.1% | 11,599 | $515K |
| Precision Wealth Strategies, LLC | 0.15% | New | 11,544 | $512K |
| Bay Capital Advisors, LLC | 0.27% | No change | 11,518 | $511K |
| Gaddis Premier Wealth Advisors LLC | 0.31% | Add +0.2% | 11,458 | $508K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | No change | 11,433 | $507K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -34.6% | 11,409 | $506K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.3% | 11,314 | $502K |
| MTM Investment Management, LLC | 0.14% | No change | 11,294 | $501K |
| Abacus Planning Group, Inc. | 0.06% | New | 11,268 | $500K |
| Single Point Partners, LLC | 0.09% | No change | 11,233 | $498K |
| BankChampaign, National Association | 0.38% | Reduce -0.1% | 11,188 | $496K |
| FSA Advisors, Inc. | 0.23% | Reduce -8.5% | 11,070 | $491K |
| Monument Capital Management | 0.10% | No change | 11,012 | $488K |
| Seed Wealth Management, Inc. | 0.31% | No change | 11,000 | $488K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -2.9% | 10,995 | $488K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 10,971 | $487K |
| Milestone Asset Management Group, LLC | 0.24% | Add +2.3% | 10,920 | $484K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | Add +3.6% | 10,889 | $483K |
| GTS Financial, LLC | 0.35% | Add +29.2% | 13,417 | $481K |
| BWM Planning, LLC | 0.11% | Add +0.2% | 10,839 | $481K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 10,778 | $478K |
| Fairman Group, LLC | 0.37% | No change | 10,674 | $474K |
| Regal Investment Advisors LLC | 0.02% | No change | 10,600 | $470K |
| Orcam Financial Group | 0.23% | No change | 10,518 | $467K |
| Carnegie Investment Counsel | 0.01% | Reduce -18.8% | 10,511 | $466K |
| Hantz Financial Services, Inc. | 0.01% | Add +5.3% | 10,509 | $466K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -1.8% | 10,474 | $465K |
| Oxbow Advisors, LLC | 0.04% | Reduce -4.2% | 10,453 | $464K |
| Texas Bank & Trust Co | 0.15% | Reduce -16.8% | 10,432 | $463K |
| ATLas Financial Planning LLC | 0.37% | Add +9.3% | 10,376 | $460K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -49.6% | 10,367 | $460K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,303 | $456K |
| Calydon Capital | 0.07% | Add +49.3% | 10,257 | $455K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,255 | $455K |
| Sanchez Levi Garrett | 0.25% | No change | 10,191 | $452K |
| Evercore Wealth Management, LLC | 0.01% | No change | 10,182 | $452K |
| Marotta Asset Management | 0.08% | Reduce -0.1% | 10,192 | $451K |
| Bedminster, LLC | 0.38% | No change | 10,125 | $449K |
| Hanover Advisors Inc. | 0.16% | No change | 10,114 | $449K |
| Nadler Financial Group, Inc. | 0.04% | No change | 10,111 | $449K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 10,065 | $446K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +17.0% | 10,062 | $446K |
| Arbor Investment Advisors, LLC | 0.05% | New | 9,832 | $436K |
| BBR Partners, LLC | 0.02% | Add +0.2% | 9,757 | $433K |
| Ballast Financial Advisors LLC | 0.39% | No change | 9,735 | $432K |
| Significant Wealth Partners LLC | 0.47% | No change | 9,730 | $432K |
| Wallace Advisory Group, LLC | 0.41% | Add +0.3% | 9,729 | $432K |
| Balance Wealth Partners LLC | 0.11% | Reduce -91.1% | 9,661 | $429K |
| Iams Wealth Management, LLC | 0.13% | No change | 9,646 | $428K |
| CNB Bank | 0.17% | No change | 9,630 | $427K |
| Stonebridge Financial Group, LLC | 0.06% | — | 9,615 | $426K |
| Tenon Financial LLC | 0.14% | No change | 9,566 | $424K |
| Matisse Capital | 0.17% | Add +0.3% | 9,527 | $423K |
| Indivisible Partners | 0.02% | New | 9,505 | $422K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,455 | $419K |
| Horizon Wealth Management, LLC | 0.05% | No change | 9,442 | $419K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 9,409 | $417K |
| Banyan Capital Management, Inc. | 0.18% | Add +0.0% | 9,400 | $417K |
| Matauro, LLC | 0.05% | Reduce -3.6% | 9,344 | $414K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,303 | $413K |
| Berman McAleer LLC | 0.05% | No change | 9,260 | $411K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 9,240 | $410K |
| Ridgeline Wealth Planning, LLC | 0.26% | No change | 9,232 | $410K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 9,173 | $407K |
| Guardian Asset Advisors, LLC | 0.19% | Add +6.5% | 9,162 | $406K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 8,990 | $399K |
| Kinetic Wealth Investment Advisors LLC | 0.19% | — | 8,926 | $396K |
| Vident Advisory, LLC | 0.00% | No change | 8,908 | $395K |
| Atlantic Union Bankshares Corp | 0.01% | Add +50.2% | 8,888 | $394K |
| PGIM Custom Harvest LLC | 0.00% | Add +2.4% | 8,848 | $392K |
| Romano Brothers and Company | 0.04% | No change | 8,832 | $392K |
| Holistic Financial Partners | 0.24% | Add +0.2% | 8,759 | $389K |
| Dixon Fnancial Services, Inc. | 0.16% | No change | 8,726 | $387K |
| Foster Group, Inc. | 0.01% | Reduce -42.4% | 8,715 | $387K |
| Garrison Point Advisors, LLC | 0.16% | Reduce -19.6% | 8,645 | $383K |
| Mokosak Advisory Group, LLC | 0.08% | Add +0.2% | 8,643 | $383K |
| Tableaux LLC | 0.16% | Add +0.1% | 8,641 | $383K |
| River Wealth Advisors LLC | 0.04% | Add +0.0% | 8,565 | $380K |
| SimpliFi, Inc. | 0.15% | No change | 8,516 | $378K |
| Traynor Capital Management, Inc. | 0.02% | No change | 8,490 | $377K |
| Legacy Private Trust Co. | 0.02% | No change | 8,469 | $376K |
| McAdam, LLC | 0.01% | No change | 8,437 | $374K |
| Diesslin Group, Inc. | 0.14% | No change | 8,410 | $373K |
| Magnolia Private Wealth, LLC | 0.20% | No change | 8,296 | $368K |
| Albion Financial Group | 0.02% | No change | 8,288 | $368K |
| Synergy Asset Management, LLC | 0.03% | Add +0.7% | 8,270 | $367K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Add +0.3% | 8,247 | $366K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -30.6% | 8,240 | $366K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 9,410 | $366K |
| Peak Retirement Planning, Inc. | 0.06% | No change | 8,228 | $365K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 8,222 | $365K |
| First National Advisers, LLC | 0.05% | No change | 8,158 | $362K |
| Grandfield & Dodd, LLC | 0.02% | No change | 8,043 | $357K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 8,031 | $356K |
| Blue Fin Capital, Inc. | 0.05% | New | 8,014 | $356K |
| Tudor Investment Corporation | 0.00% | New | 8,005 | $355K |
| Natural Investments, LLC | 0.08% | Reduce -6.6% | 8,004 | $355K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.6% | 7,966 | $353K |
| G2 Capital Management, LLC / Oh | 0.08% | No change | 7,936 | $352K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -23.1% | 7,891 | $350K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,857 | $349K |
| Waddell & Associates, LLC | 0.02% | No change | 7,840 | $348K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,810 | $346K |
| Foguth Wealth Management, LLC. | 0.04% | Reduce -3.9% | 7,776 | $343K |
| Timonier Family Office, LTD. | 0.10% | — | 7,679 | $341K |
| Chapin Davis, Inc. | 0.06% | No change | 7,674 | $340K |
| Financial Management Network Inc. | 0.05% | No change | 7,700 | $340K |
| Disciplined Investments, LLC | 0.11% | Add +21.0% | 7,595 | $337K |
| Stansberry Asset Management, LLC | 0.03% | No change | 7,546 | $335K |
| Salomon & Ludwin, LLC | 0.03% | No change | 7,493 | $332K |
| Annex Advisory Services, LLC | 0.01% | Reduce -1.0% | 7,467 | $331K |
| Fielder Capital Group LLC | 0.07% | Reduce -5.6% | 7,414 | $329K |
| International Private Wealth Advisors LLC | 0.17% | New | 7,400 | $328K |
| Pillar Financial Advisors, LLC | 0.17% | Reduce -1.0% | 7,394 | $328K |
| Guardian Wealth Management, LLC | 0.09% | Add +8.0% | 7,347 | $326K |
| Herold Advisors, Inc. | 0.06% | Add +24.6% | 7,294 | $324K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,299 | $324K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 7,310 | $324K |
| McBroom & Associates, LLC | 0.16% | No change | 7,250 | $322K |
| Haverford Trust Co | 0.00% | No change | 7,239 | $321K |
| Rothschild Investment LLC | 0.01% | No change | 7,229 | $321K |
| DiPaolo Financial Group, Inc. | 0.21% | Add +0.2% | 7,196 | $319K |
| Empowered Funds, LLC | 0.00% | Reduce -40.1% | 7,181 | $319K |
| Chicago Capital, LLC | 0.01% | No change | 7,167 | $318K |
| RFG Holdings, Inc. | 0.07% | No change | 7,155 | $317K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 7,135 | $317K |
| L.K. Benson & Company, P.C. | 0.10% | Add +0.3% | 7,133 | $316K |
| First American Trust, FSB | 0.02% | No change | 7,126 | $316K |
| Retirement Capital Strategies | 0.11% | No change | 7,114 | $316K |
| Wingate Wealth Advisors, Inc. | 0.14% | No change | 7,071 | $314K |
| Acorn Creek Capital LLC | 0.10% | Add +1.0% | 7,068 | $314K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -5.2% | 7,064 | $313K |
| Pasadena Private Wealth, LLC | 0.04% | New | 7,055 | $313K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.3% | 7,009 | $311K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 6,959 | $309K |
| MBM Wealth Consultants, LLC | 0.06% | No change | 6,940 | $308K |
| Alliancebernstein L.P. | 0.00% | New | 7,889 | $307K |
| Embree Financial Group | 0.03% | Add +0.9% | 6,897 | $306K |
| Compound Planning, Inc. | 0.01% | Reduce -0.3% | 6,874 | $305K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +3.2% | 6,871 | $305K |
| Shore Point Advisors, LLC | 0.10% | Reduce -67.6% | 6,835 | $303K |
| Leading Edge Financial Planning LLC | 0.05% | No change | 6,824 | $303K |
| VestGen Advisors, LLC | 0.01% | No change | 6,803 | $302K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 6,740 | $299K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +721.3% | 6,735 | $299K |
| Lodestone Wealth Management LLC | 0.10% | No change | 6,705 | $297K |
| Annandale Capital, LLC | 0.04% | No change | 6,699 | $297K |
| Prairiewood Capital, LLC | 0.08% | No change | 6,692 | $297K |
| Naples Global Advisors, LLC | 0.02% | No change | 6,666 | $296K |
| Williams & Novak, LLC | 0.19% | Reduce -4.6% | 6,554 | $291K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 6,544 | $290K |
| Ironwood Financial, llc | 0.05% | No change | 6,509 | $289K |
| Lynx Investment Advisory | 0.09% | Add +0.1% | 6,487 | $288K |
| Roble, Belko & Company, Inc | 0.03% | No change | 6,477 | $287K |
| First Foundation Advisors | 0.01% | No change | 6,430 | $285K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.9% | 6,422 | $285K |
| Catawba River Capital | 0.13% | Add +16.9% | 6,366 | $282K |
| Global Trust Asset Management, LLC | 0.09% | No change | 6,348 | $282K |
| E&G Advisors, LLC | 0.05% | Reduce -9.3% | 6,335 | $281K |
| Silver Lake Advisory, LLC | 0.10% | New | 6,315 | $280K |
| Selby Wealth Management, LLC | 0.10% | No change | 6,301 | $280K |
| Thayer Financial, L.L.C. | 0.25% | Reduce -0.4% | 6,288 | $279K |
| SpringVest Wealth Management LLC | 0.18% | Add +3.5% | 6,282 | $279K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.1% | 6,279 | $279K |
| Legacy Wealth Management, LLC | 0.01% | No change | 6,256 | $278K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 6,253 | $277K |
| Ellsworth Advisors, LLC | 0.05% | Reduce -5.9% | 6,172 | $275K |
| Vertex Planning Partners, LLC | 0.04% | No change | 6,205 | $275K |
| Elm Partners Management LLC | 0.01% | New | 6,201 | $275K |
| Optivise Advisory Services LLC | 0.14% | No change | 6,197 | $275K |
| Black Diamond Financial, LLC | 0.02% | No change | 6,175 | $274K |
| CWS Financial Advisors, LLC | 0.06% | No change | 6,123 | $272K |
| Intentional Wealth Strategies, LLC | 0.25% | No change | 6,110 | $271K |
| Susquehanna International Group, LLP | 0.00% | New | 6,102 | $271K |
| SmartHarvest Portfolios, LLC | 0.09% | Reduce -2.4% | 6,089 | $270K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +898.5% | 6,071 | $269K |
| Powerhouse Assets LLC | 0.22% | Add +1.1% | 6,064 | $269K |
| Accel Wealth Management | 0.06% | Reduce -1.7% | 6,042 | $268K |
| Ryan Investment Management, Inc. | 0.12% | No change | 6,009 | $267K |
| Bridges Investment Management Inc. | 0.00% | No change | 6,000 | $266K |
| Sollinda Capital Management LLC | 0.06% | Reduce -3.2% | 5,983 | $265K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -34.3% | 5,891 | $261K |
| Burney Co./ | 0.01% | Reduce -0.3% | 5,867 | $260K |
| Hills Bank & Trust Co | 0.01% | No change | 5,841 | $259K |
| Lakeridge Wealth Management LLC | 0.09% | Reduce -91.2% | 5,818 | $258K |
| Petix & Botte Co | 0.05% | Add +100.0% | 5,748 | $255K |
| Smallwood Wealth Investment Management, LLC | 0.11% | New | 5,727 | $254K |
| Roan Capital Partners | 0.21% | No change | 5,724 | $254K |
| Klaas Financial Asset Advisors, LLC | 0.03% | No change | 5,711 | $253K |
| Ritholtz Wealth Management | 0.00% | Add +0.2% | 5,690 | $252K |
| Sheets Smith Wealth Management | 0.03% | Add +0.3% | 5,677 | $252K |
| CX Institutional | 0.01% | Reduce -15.0% | 5,654 | $251K |
| Altura Wealth Advisors Inc. | 0.08% | Add +0.3% | 5,636 | $250K |
| Operose Advisors LLC | 0.05% | Add +0.3% | 5,598 | $248K |
| Thompson Investment Management, Inc. | 0.03% | No change | 5,569 | $247K |
| Trilogy Capital Inc. | 0.01% | No change | 5,516 | $245K |
| PVG Asset Management Corp. | 0.14% | No change | 5,508 | $244K |
| Lathrop Investment Management Co. | 0.04% | No change | 5,502 | $244K |
| Flagship Private Wealth, LLC | 0.09% | No change | 5,500 | $244K |
| Slagle Financial, LLC | 0.07% | Add +0.3% | 5,492 | $244K |
| Advisory Solutions Group, LLC | 0.08% | — | 5,474 | $243K |
| BlueChip Wealth Advisors LLC | 0.09% | No change | 5,461 | $242K |
| RiverFront Investment Group, LLC | 0.00% | No change | 5,446 | $242K |
| JB Capital LLC | 0.01% | Reduce -80.9% | 5,439 | $241K |
| Vann Equity Management LLC | 0.15% | Reduce -0.6% | 5,424 | $241K |
| Opus Capital Group, LLC | 0.02% | No change | 5,395 | $239K |
| CWC Advisors, LLC. | 0.11% | No change | 5,347 | $237K |
| Gilbert & Cook, Inc. | 0.03% | No change | 5,325 | $236K |
| Elk River Wealth Management LLC | 0.04% | Reduce -2.9% | 5,256 | $233K |
| Permanent Capital Management, LP | 0.03% | No change | 5,250 | $233K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 5,250 | $233K |
| Ridgewood Investments LLC | 0.09% | No change | 5,213 | $231K |
| MBL Wealth, LLC | 0.02% | No change | 5,200 | $231K |
| PCM Encore, LLC | 0.04% | No change | 5,190 | $230K |
| Elgethun Capital Management | 0.03% | New | 5,113 | $227K |
| Summit Financial Consulting LLC | 0.15% | New | 5,090 | $226K |
| Rainier Family Wealth Inc. | 0.13% | New | 5,035 | $223K |
| Tencap Wealth Coaching, LLC | 0.07% | New | 5,026 | $223K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -5.0% | 4,988 | $221K |
| Envision Financial Planning, LLC | 0.07% | New | 4,983 | $221K |
| OneAscent Financial Services LLC | 0.01% | New | 4,983 | $221K |
| Human Investing LLC | 0.03% | New | 4,863 | $216K |
| Three Arch Wealth Management LLC | 0.03% | New | 4,851 | $215K |
| Bouchey Financial Group, Ltd. | 0.01% | New | 4,781 | $212K |
| Sapient Capital LLC | 0.00% | New | 4,761 | $211K |
| Solutions 4 Wealth, Ltd | 0.27% | New | 4,758 | $211K |
| Golden State Wealth Management, LLC | 0.02% | No change | 4,734 | $210K |
| Virtue Capital Management, LLC | 0.03% | New | 4,708 | $209K |
| Meritas Wealth Management, LLC | 0.08% | New | 4,689 | $208K |
| Amarillo National Bank | 0.03% | New | 4,632 | $205K |
| Roehl & Yi Investment Advisors, LLC | 0.07% | New | 4,617 | $205K |
| Panoramic Investment Advisors, LLC | 0.10% | New | 4,601 | $204K |
| Spire Wealth Management | 0.01% | Reduce -12.5% | 4,552 | $202K |
| Park National Corp. | 0.01% | New | 4,547 | $202K |
| DDD Partners, LLC | 0.01% | New | 4,524 | $201K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 4,492 | $199K |
| Continuum Advisory, LLC | 0.02% | New | 4,481 | $199K |
| Frankly Finances, LLC | 0.16% | No change | 4,460 | $198K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,380 | $194K |
| Markowski Investments | 0.04% | — | 4,321 | $192K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +86.7% | 4,314 | $191K |
| Nalls Sherbakoff Group, LLC | 0.13% | Add +42.2% | 4,035 | $179K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 3,879 | $172K |
| Bokf, NA | 0.00% | No change | 3,728 | $165K |
| Investors Portfolio Services LLC | 0.12% | Add +0.2% | 3,589 | $159K |
| Abound Wealth Management | 0.03% | No change | 3,490 | $155K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,485 | $155K |
| REAP Financial Group, LLC | 0.03% | Add +0.3% | 3,452 | $153K |
| Abound Financial, LLC | 0.06% | No change | 3,439 | $153K |
| Hughes Financial Services, LLC | 0.02% | No change | 3,425 | $152K |
| CoreFirst Bank & Trust | 0.07% | No change | 3,380 | $150K |
| Fortitude Family Office, LLC | 0.03% | No change | 3,333 | $148K |
| Joseph Group Capital Management | 0.03% | No change | 3,325 | $147K |
| TFC Financial Management, Inc. | 0.02% | No change | 3,137 | $139K |
| Kings Path Partners LLC | 0.04% | No change | 3,086 | $137K |
| Gables Capital Management Inc. | 0.05% | No change | 3,000 | $133K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $133K |
| Bullock Wealth Management Group | 0.05% | New | 2,764 | $122K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.3% | 2,644 | $117K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -9.4% | 2,587 | $115K |
| Capital Analysts, LLC | 0.00% | New | 2,508 | $111K |
| Ni Acquisitions Company, LLC | 0.05% | — | 2,414 | $107K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.5% | 2,402 | $107K |
| Turn8 Private Wealth Inc. | 0.07% | New | 2,322 | $103K |
| Wellington-Altus USA Inc. | 0.07% | Reduce -64.0% | 2,600 | $101K |
| Bfsg, LLC | 0.01% | No change | 2,164 | $96K |
| Investors Research Corp | 0.02% | No change | 2,155 | $96K |
| Howe & Rusling Inc. | 0.00% | No change | 1,907 | $85K |
| SHP Wealth Management | 0.01% | Add +237.0% | 1,867 | $83K |
| Franklin Resources Inc. | 0.00% | Reduce -30.8% | 1,800 | $80K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 1,738 | $77K |
| Copia Wealth Management | 0.05% | No change | 1,737 | $77K |
| Oakmont Advisory Group, LLC | 0.06% | New | 1,618 | $72K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,497 | $66K |
| Ameriflex Group, Inc. | 0.03% | New | 1,438 | $64K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 1,425 | $63K |
| Go Invest LLC | 0.01% | Add +3.9% | 1,407 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.5% | 1,403 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 1,401 | $62K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,345 | $59K |
| Planning Strategies Inc. | 0.04% | — | 1,285 | $57K |
| Hurley Capital, LLC | 0.03% | Add +0.2% | 1,271 | $56K |
| Maryland Capital Advisors Inc. | 0.02% | — | 1,153 | $51K |
| CGC Financial Services, LLC | 0.01% | No change | 1,070 | $47K |
| West Paces Advisors Inc. | 0.01% | No change | 1,025 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,018 | $45K |
| Bare Financial Services, Inc | 0.01% | No change | 1,007 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $44K |
| Synergy Investment Management, LLC | 0.01% | New | 993 | $43K |
| Gleason Group, Inc. | 0.00% | New | 861 | $38K |
| BankPlus Trust Department | 0.01% | No change | 836 | $37K |
| Fairway Wealth LLC | 0.01% | New | 779 | $35K |
| Trust Co. of Vermont | 0.00% | — | 740 | $33K |
| Cambient Family Office, LLC | 0.00% | New | 728 | $32K |
| TOP Private Wealth LLC. | 0.03% | — | 666 | $30K |
| Evensky & Katz LLC | 0.00% | Add +0.3% | 656 | $29K |
| Biltmore Family Office, LLC | 0.00% | No change | 629 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 628 | $28K |
| Cranbrook Wealth Management, LLC | 0.00% | Add +154.1% | 526 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 485 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +0.2% | 477 | $21K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 471 | $21K |
| Parvin Asset Management, LLC | 0.01% | Reduce -20.0% | 400 | $18K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 358 | $16K |
| Evolution Wealth Management Inc. | 0.01% | No change | 334 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.7% | 308 | $14K |
| Archer Investment Corp | 0.00% | Reduce -93.8% | 308 | $14K |
| Quent Capital, LLC | 0.00% | Add +3.8% | 274 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 274 | $12K |
| Pacific Center for Financial Services | 0.00% | No change | 246 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 243 | $11K |
| Nemes Rush Group LLC | 0.00% | Add +0.4% | 227 | $10K |
| Family Manage LLC | 0.00% | No change | 216 | $10K |
| TOWER TRUST & INVESTMENT Co | 0.00% | No change | 151 | $7K |
| Key Capital Management, INC | 0.00% | Add +2.3% | 131 | $6K |
| Kingdom Financial Group LLC. | 0.00% | New | 66 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $1K |
| Manning & Napier Advisors LLC | 0.00% | No change | 24 | $1K |
| Tsfg, LLC | 0.00% | No change | 31 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 8 | $340 |
"% 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.