Dimensional InternationalDFAIETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 746 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 87 from Q3 2025. 51 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($560.0M), Coldstream Capital Management Inc. ($419.3M) and Envestnet Asset Management Inc. ($382.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $133.0M |
| Exits | 19 | $12.4M |
All 13F filers, Q3 2025 → Q4 2025: 28,392,368 shares bought and 10,741,425 shares sold, net +17,650,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 746 holders
| Prudential Financial Inc. | 0.68% | Reduce -8.8% | 14,695,589 | $560.0M |
| Coldstream Capital Management Inc. | 5.45% | Reduce -0.7% | 11,001,558 | $419.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +0.8% | 10,028,930 | $382.2M |
| Bank of America Corp. | 0.02% | Add +5.4% | 8,622,081 | $328.6M |
| &partners | 1.66% | Add +3.9% | 8,363,568 | $316.7M |
| SYM FINANCIAL Corp | 25.88% | Reduce -1.3% | 6,608,532 | $251.9M |
| Northern Trust Corp. | 0.03% | Add +8.6% | 6,179,982 | $235.5M |
| Royal Bank of Canada | 0.04% | Add +8.1% | 5,216,100 | $198.8M |
| UBS Group AG | 0.03% | Add +2.6% | 3,984,535 | $151.9M |
| Root Financial Partners, LLC | 7.81% | Add +5.0% | 3,968,477 | $151.2M |
| Mariner, LLC | 0.18% | Add +8.8% | 3,858,052 | $147.0M |
| Moisand Fitzgerald Tamayo, LLC | 15.61% | Add +1.0% | 3,627,710 | $138.3M |
| Vise Technologies, Inc. | 2.54% | Add +309.5% | 3,408,299 | $129.9M |
| LPL Financial LLC | 0.03% | Add +12.2% | 3,320,899 | $126.6M |
| Corient Private Wealth LP | 0.17% | Add +264.2% | 3,321,149 | $126.4M |
| Pure Financial Advisors, LLC | 1.71% | Add +0.6% | 2,997,998 | $114.3M |
| One Capital Management, LLC | 3.25% | Add +7.8% | 2,820,648 | $107.5M |
| OneDigital Investment Advisors LLC | 1.01% | Add +1.6% | 2,707,178 | $103.2M |
| Evoke Wealth, LLC | 1.97% | Add +13.0% | 2,681,334 | $102.2M |
| Sequoia Financial Advisors, LLC | 0.57% | Add +5.0% | 2,654,500 | $101.2M |
| Clearstead Advisors, LLC | 1.28% | Add +0.9% | 2,652,589 | $101.1M |
| HighTower Advisors, LLC | 0.10% | Add +1.7% | 2,508,968 | $95.6M |
| Focus Partners Wealth | 0.10% | Reduce -2.3% | 2,288,109 | $87.2M |
| Marquette Asset Management, LLC | 12.41% | Add +0.6% | 2,205,032 | $84.0M |
| Cetera Investment Advisers | 0.09% | Add +180.9% | 2,094,912 | $79.8M |
| Maseco LLP | 3.43% | Add +6.3% | 2,067,454 | $78.8M |
| Wealthspire Advisors, LLC | 0.62% | Reduce -5.4% | 2,047,512 | $78.0M |
| First National Bank of Omaha | 2.23% | Add +4.7% | 1,978,765 | $75.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +1.7% | 1,925,835 | $75.0M |
| Beacon Pointe Advisors, LLC | 0.53% | Add +573.6% | 1,963,369 | $74.8M |
| EP Wealth Advisors, LLC | 0.38% | — | 1,905,347 | $72.6M |
| Jane Street Group, LLC | 0.09% | Add +137.5% | 1,900,000 | $72.4M |
| LVZ, Inc. | 7.94% | Reduce -0.1% | 1,863,526 | $71.0M |
| RAM Investment Partners, LLC | 12.80% | Add +5.2% | 1,857,465 | $70.8M |
| Zhang Financial LLC | 2.59% | Add +2.2% | 1,824,816 | $69.5M |
| Berman McAleer LLC | 9.34% | Add +3.8% | 1,794,381 | $68.4M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Reduce -23.6% | 1,783,798 | $68.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +7.5% | 1,755,694 | $66.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.2% | 1,729,901 | $65.9M |
| Financial Management Professionals, Inc. | 6.54% | Reduce -1.9% | 1,664,646 | $63.4M |
| RVW Wealth, LLC | 4.35% | Reduce -0.4% | 1,494,475 | $57.0M |
| Brighton Jones LLC | 2.08% | Add +7.8% | 1,481,005 | $56.4M |
| Bedel Financial Consulting, Inc. | 5.98% | Add +1.4% | 1,458,188 | $55.6M |
| Apollon Wealth Management, LLC | 0.95% | Reduce -0.1% | 1,432,482 | $54.6M |
| McIlrath & Eck, LLC | 4.94% | Add +1.2% | 1,395,818 | $53.2M |
| Wealth Dimensions Group, Ltd. | 10.37% | Add +6.0% | 1,370,853 | $52.2M |
| Bridgewater Advisors Inc. | 3.38% | Add +8.1% | 1,321,376 | $52.1M |
| Pioneer Wealth Management Group | 15.27% | Add +5.0% | 1,320,003 | $50.3M |
| First National Advisers, LLC | 6.64% | Add +3.5% | 1,267,804 | $48.3M |
| Great Point Wealth Advisors, LLC | 8.50% | Reduce -3.3% | 1,221,532 | $46.6M |
| Aquire Wealth Advisors, LLC | 11.98% | Reduce -3.3% | 1,207,997 | $46.0M |
| Spinnaker Investment Group, LLC | 8.17% | Add +0.3% | 1,181,987 | $45.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +144.6% | 1,178,866 | $44.9M |
| Private Advisor Group, LLC | 0.20% | Add +11.0% | 1,113,323 | $42.4M |
| Kestra Investment Management, LLC | 1.02% | Add +17.8% | 1,097,089 | $41.8M |
| Arista Wealth Management, LLC | 5.09% | Add +1.2% | 1,086,178 | $41.4M |
| Mather Group, Llc. | 0.42% | Add +5.2% | 1,076,494 | $41.0M |
| NewEdge Advisors, LLC | 0.15% | Add +2.9% | 1,067,780 | $40.7M |
| Prudent Man Investment Management, Inc. | 13.53% | Add +102.9% | 1,055,531 | $40.2M |
| MAI Capital Management | 0.23% | Add +2.8% | 1,054,858 | $40.2M |
| Savant Capital, LLC | 0.23% | Add +2823.6% | 1,049,261 | $40.0M |
| Osaic Holdings, Inc. | 0.06% | Add +5.8% | 1,026,796 | $39.1M |
| JFS Wealth Advisors, LLC | 2.17% | Add +1.2% | 1,012,577 | $38.6M |
| HighPoint Advisor Group LLC | 0.82% | New | 974,091 | $37.1M |
| Chico Wealth RIA | 24.14% | Add +5.4% | 972,176 | $37.0M |
| Sax Wealth Advisors, LLC | 1.72% | Add +8.5% | 959,742 | $36.6M |
| Perigon Wealth Management, LLC | 0.65% | Add +2.6% | 955,311 | $36.4M |
| Annandale Capital, LLC | 5.92% | Add +7.7% | 953,684 | $36.3M |
| Pallas Capital Advisors LLC | 1.19% | Add +10.8% | 942,337 | $35.9M |
| Austin Wealth Management, LLC | 5.25% | Add +7.4% | 914,820 | $35.6M |
| SC&H Financial Advisors, Inc. | 5.31% | Add +5.5% | 900,258 | $34.3M |
| Smartleaf Asset Management LLC | 1.30% | Add +38886.0% | 894,728 | $34.3M |
| Earned Wealth Advisors, LLC | 2.41% | Add +2689.5% | 890,928 | $34.0M |
| Mission Wealth Management, LP | 0.68% | Reduce -3.3% | 878,847 | $33.5M |
| Stadion Money Management, LLC | 2.67% | Add +35.9% | 862,586 | $32.9M |
| Amicus Financial Advisors, LLC | 9.13% | — | 858,709 | $32.7M |
| LRI Investments, LLC | 2.62% | Reduce -4.5% | 855,347 | $32.6M |
| Everhart Financial Group, Inc. | 3.00% | Add +35.8% | 848,859 | $32.4M |
| MML Investors Services, LLC | 0.08% | Add +2.9% | 848,806 | $32.3M |
| McKinley Carter Wealth Services, Inc. | 1.76% | New | 824,882 | $31.4M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 813,229 | $31.0M |
| Betterment LLC | 0.06% | Reduce -2.4% | 811,656 | $30.9M |
| Crusonia Wealth Advisors LLC | 6.75% | — | 804,301 | $30.7M |
| Monument Group Wealth Advisors, LLC | 16.61% | Add +3.1% | 799,679 | $30.5M |
| Baird Financial Group, Inc. | 0.05% | Add +9.8% | 791,632 | $30.2M |
| Aptus Capital Advisors, LLC | 0.25% | Reduce -0.4% | 784,645 | $29.9M |
| Joseph Group Capital Management | 7.77% | Reduce -1.2% | 776,235 | $29.6M |
| Valued Wealth Advisors LLC | 12.90% | Add +3.4% | 769,808 | $29.3M |
| Physician Wealth Advisors, Inc. | 4.03% | Add +0.2% | 759,225 | $28.9M |
| Pathstone Holdings, LLC | 0.11% | Add +5.5% | 752,211 | $28.7M |
| Fiduciary Financial Group, LLC | 3.95% | Add +7.1% | 733,079 | $27.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.13% | Reduce -1.6% | 727,037 | $27.7M |
| World Investment Advisors | 0.45% | Add +12.6% | 715,468 | $27.3M |
| Stonehearth Capital Management, LLC | 10.07% | Add +1.2% | 713,950 | $27.2M |
| Allworth Financial LP | 0.11% | Reduce -0.7% | 713,436 | $27.2M |
| Kure Advisory, LLC | 15.19% | Add +6.9% | 712,657 | $27.2M |
| Creative Planning | 0.02% | Add +3.1% | 701,795 | $26.7M |
| DecisionPoint Financial, LLC | 5.74% | Reduce -2.0% | 684,213 | $26.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +801.9% | 680,911 | $25.9M |
| AE Wealth Management LLC | 0.15% | Reduce -4.8% | 674,139 | $25.7M |
| Advisory Alpha, LLC | 0.69% | Add +3.0% | 668,022 | $25.5M |
| Cerity Partners LLC | 0.04% | Add +7.5% | 663,248 | $25.3M |
| Curated Wealth Partners LLC | 2.72% | Add +5.4% | 660,014 | $25.2M |
| Berger Financial Group, Inc | 1.44% | Add +4.6% | 650,447 | $24.8M |
| Consilium Wealth Advisory, LLC | 9.00% | Add +12.1% | 640,191 | $24.4M |
| Brogan Financial, Inc. | 10.54% | Reduce -4.9% | 632,597 | $24.1M |
| Chicago Partners Investment Group LLC | 0.58% | Add +5.1% | 592,456 | $23.6M |
| D.A. Davidson & Co. | 0.14% | Add +26.7% | 618,769 | $23.6M |
| BWM Planning, LLC | 6.27% | Add +0.1% | 615,859 | $23.5M |
| TCP Asset Management, LLC | 3.92% | Add +2.7% | 610,793 | $23.3M |
| Heritage Wealth Management, Inc./Texas | 10.04% | Add +0.3% | 607,052 | $23.1M |
| Evanson Asset Management, LLC | 1.24% | Add +6.6% | 603,362 | $23.0M |
| Plancorp, LLC | 0.69% | Add +0.3% | 601,293 | $22.9M |
| Allodium Investment Consultants, LLC | 11.18% | Add +19.7% | 579,132 | $22.1M |
| Forum Private Client Group LLC | 7.47% | Add +9.1% | 575,380 | $21.9M |
| Fonville Wealth Management LLC | 4.45% | Add +9.4% | 571,611 | $21.8M |
| Legacy Financial Group, Inc. | 5.68% | Reduce -0.5% | 568,967 | $21.7M |
| Awm Capital, LLC | 1.94% | Reduce -4.7% | 561,088 | $21.4M |
| Kestra Advisory Services, LLC | 0.09% | Add +17.6% | 560,569 | $21.4M |
| Spectrum Investment Advisors, Inc. | 10.62% | Add +1.0% | 556,228 | $21.2M |
| Next Level Wealth Planning, LLC | 10.48% | Add +2.9% | 516,610 | $19.7M |
| Essential Planning, LLC. | 6.21% | Reduce -2.3% | 510,887 | $19.5M |
| Dynamic Advisor Solutions LLC | 0.62% | Reduce -21.1% | 503,402 | $19.2M |
| Allegiance Financial Group Advisory Services LLC | 4.02% | Add +6.6% | 501,378 | $19.1M |
| Financial Alternatives, Inc | 11.04% | Add +4.4% | 498,169 | $19.0M |
| Builder Investment Group Inc. | 4.08% | Add +3.8% | 495,879 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.2% | 495,769 | $18.9M |
| Vermillion & White Wealth Management Group, LLC | 10.00% | Add +1.6% | 481,178 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +12.9% | 480,890 | $18.3M |
| Wealthquest Corp | 1.38% | Add +3.1% | 479,202 | $18.3M |
| SouthState Bank Corp | 0.81% | Reduce -6.2% | 475,153 | $18.1M |
| Diversify Wealth Management, LLC | 0.83% | Reduce -3.8% | 452,570 | $17.8M |
| Captrust Financial Advisors | 0.03% | Reduce -14.6% | 443,947 | $16.9M |
| Advantage Trust Co | 7.62% | Add +1.1% | 443,641 | $16.9M |
| CPA Asset Management Group, LLC | 5.77% | Add +9.4% | 431,657 | $16.5M |
| Colorado Capital Management, Inc. | 6.08% | Add +1.3% | 424,667 | $16.2M |
| Quantum Financial Advisors, LLC | 1.79% | Reduce -2.2% | 418,840 | $16.0M |
| Okabena Investment Services Inc. | 2.99% | No change | 410,787 | $15.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +8.4% | 409,538 | $15.6M |
| Oak Wealth Advisors LLC | 8.93% | Reduce -0.2% | 407,982 | $15.5M |
| AlTi Global, Inc. | 0.33% | No change | 407,186 | $15.5M |
| Private Wealth Management Group, LLC | 4.10% | Add +17.7% | 402,622 | $15.3M |
| Note Advisors, LLC | 7.85% | Add +10.5% | 387,968 | $15.3M |
| Truist Financial Corp. | 0.02% | Add +38.9% | 397,777 | $15.2M |
| Envision Financial Planning, LLC | 5.71% | Reduce -2.1% | 396,380 | $15.1M |
| Liberty Wealth Management LLC | 1.94% | Add +0.8% | 394,707 | $15.0M |
| Pinnacle Associates Ltd. | 0.19% | No change | 392,029 | $14.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.03% | No change | 391,729 | $14.9M |
| Diversified Portfolios, Inc. | 1.24% | Reduce -4.6% | 391,367 | $14.9M |
| Charter Capital Management, LLC\DE | 7.68% | Add +2.3% | 390,347 | $14.9M |
| tru Independence LLC | 3.74% | Add +3.4% | 389,220 | $14.8M |
| Curio Wealth, LLC | 5.25% | Add +15.7% | 386,941 | $14.8M |
| DeLarme Wealth Management, Inc. | 10.52% | — | 388,846 | $14.8M |
| Midwest Heritage Bank, FSB | 5.03% | Add +0.3% | 382,023 | $14.6M |
| Arcadia Wealth Management, Inc. | 8.28% | Add +6.2% | 378,900 | $14.4M |
| Archvest Wealth Advisors, Inc. | 9.20% | Add +0.2% | 378,128 | $14.4M |
| Sterling Wealth Advisors Inc | 8.68% | Reduce -0.7% | 377,335 | $14.4M |
| Mendota Financial Group, LLC | 10.32% | Add +3.2% | 372,093 | $14.2M |
| Parkshore Wealth Management, Inc. | 5.30% | Add +22.8% | 370,585 | $14.1M |
| Evermay Wealth Management LLC | 1.57% | Add +12.6% | 367,406 | $14.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.89% | Reduce -1.1% | 367,312 | $14.0M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +0.4% | 365,037 | $13.9M |
| Graver Capital Management, LLC | 10.97% | Add +4.2% | 364,256 | $13.9M |
| Optimus Capital Advisors, LLC | 8.02% | — | 359,241 | $13.7M |
| Jacobi Capital Management LLC | 0.79% | Add +12.2% | 359,100 | $13.7M |
| Morling Financial Advisors, LLC | 4.31% | Add +3.8% | 358,621 | $13.7M |
| Larson Financial Group LLC | 0.45% | Reduce -6.2% | 354,263 | $13.5M |
| Modera Wealth Management, LLC | 0.16% | Reduce -10.7% | 353,507 | $13.5M |
| Employees' Retirement Fund of the City of Fort Worth | 6.02% | New | 352,800 | $13.4M |
| Fermata Advisors, LLC | 3.18% | Reduce -0.8% | 347,821 | $13.3M |
| Guardian Wealth Advisors, LLC / NC | 0.82% | Reduce -0.9% | 341,109 | $13.0M |
| CVA Family Office, LLC | 1.45% | Add +3.4% | 331,751 | $12.6M |
| Guardian Wealth Management, LLC | 3.98% | — | 329,016 | $12.5M |
| Bannerman Wealth Management Group, LLC | 8.88% | Add +2.4% | 328,806 | $12.5M |
| Entrewealth, LLC | 5.62% | Add +14.2% | 305,372 | $12.5M |
| Equitable Holdings, Inc. | 0.08% | Reduce -9.9% | 321,566 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +266.6% | 320,305 | $12.2M |
| Well Done, LLC | 1.82% | Add +119.9% | 320,178 | $12.2M |
| Thayer Financial, L.L.C. | 12.61% | — | 312,941 | $11.9M |
| Vermillion Wealth Management, Inc. | 4.76% | Reduce -2.2% | 304,876 | $11.6M |
| AlphaStar Capital Management, LLC | 0.85% | Add +70.7% | 302,276 | $11.5M |
| Monograph Wealth Advisors, LLC | 1.13% | No change | 302,235 | $11.5M |
| GEM Asset Management, LLC | 5.08% | Add +2.9% | 293,559 | $11.4M |
| Claris Advisors, LLC / Mo / | 3.42% | Add +10.5% | 294,465 | $11.2M |
| Fort Henry Capital, LLC | 6.84% | Add +5.3% | 293,009 | $11.2M |
| Forza Wealth Management, LLC | 4.02% | Add +14.7% | 291,349 | $11.1M |
| Tortoise Investment Management, LLC | 0.97% | Add +0.6% | 289,962 | $11.1M |
| Trailhead Planners LLC | 10.75% | — | 287,109 | $10.9M |
| Ledgewood Wealth Advisors, LLC | 6.27% | Reduce -1.3% | 285,623 | $10.9M |
| American Capital Advisory, LLC | 4.72% | Add +6.5% | 284,729 | $10.9M |
| D.B. Root & Company, LLC | 2.64% | Add +1.1% | 283,630 | $10.8M |
| B&D White Capital Company, LLC | 1.24% | Add +8.1% | 280,056 | $10.7M |
| Birchcreek Wealth Management, LLC | 5.20% | Add +2401.6% | 277,678 | $10.6M |
| Argo Wealth Advisory, LLC | 6.29% | — | 275,700 | $10.5M |
| Pure Portfolios Holdings LLC | 3.16% | Reduce -1.5% | 275,475 | $10.5M |
| Two West Capital Advisors LLC | 6.09% | Reduce -0.1% | 275,160 | $10.5M |
| Shira Ridge Wealth Management | 4.21% | Add +1.1% | 274,699 | $10.5M |
| Beckerman Institutional, LLC | 5.84% | Add +9.9% | 273,063 | $10.4M |
| Platform Wealth Management, LLC | 2.76% | — | 272,128 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | New | 271,767 | $10.4M |
| Valley National Advisers Inc. | 1.40% | Add +34.5% | 265,661 | $10.1M |
| Northwest Wealth Management, LLC | 1.59% | Add +5.8% | 265,187 | $10.1M |
| SIMA Wealth Partners, LLC | 7.55% | Add +3.9% | 260,672 | $9.9M |
| DWR Wealth Management, LLC | 9.18% | — | 258,384 | $9.9M |
| Arkadios Wealth Advisors | 0.19% | Add +13.3% | 254,764 | $9.7M |
| Bay Harbor Wealth Management, LLC | 2.51% | Add +4.8% | 252,510 | $9.6M |
| Hutchinson Capital Management | 1.62% | Add +9.6% | 247,461 | $9.4M |
| Coyle Financial Counsel LLC | 1.98% | Add +21.9% | 242,768 | $9.3M |
| Axxcess Wealth Management, LLC | 0.16% | Add +1179.3% | 240,475 | $9.2M |
| My Personal CFO, LLC | 3.78% | Add +1253.3% | 237,462 | $9.0M |
| Westwood Wealth Management | 6.68% | New | 233,188 | $8.9M |
| Lionshead Wealth Management, LLC | 6.68% | Add +2.6% | 233,188 | $8.9M |
| Florida Trust Wealth Management Co | 0.24% | Add +12.3% | 228,672 | $8.7M |
| Sutton Place Investors LLC | 4.78% | Reduce -13.9% | 228,265 | $8.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +9.4% | 226,184 | $8.6M |
| Edge Financial Advisors LLC | 3.62% | Add +4.7% | 226,035 | $8.6M |
| Aspen Wealth Management LLC | 1.80% | Reduce -0.6% | 225,329 | $8.6M |
| Security Financial Services, INC. | 1.34% | Reduce -3.1% | 223,808 | $8.5M |
| Andrews, Lucia Wealth Management LLC | 4.99% | Add +1.4% | 220,293 | $8.4M |
| Aegis Wealth Management LLC | 4.74% | Reduce -11.1% | 220,100 | $8.4M |
| SB Capital Management Inc | 3.07% | — | 219,857 | $8.4M |
| GeoWealth Management, LLC | 0.30% | Reduce -6.2% | 216,839 | $8.3M |
| Maryland Capital Advisors Inc. | 2.79% | Add +1.8% | 216,531 | $8.3M |
| Aznar Financial Advisors, LLC | 7.87% | — | 214,986 | $8.2M |
| Arax Advisory Partners | 0.24% | Reduce -96.4% | 212,796 | $8.1M |
| Clarity Capital Advisors, LLC | 4.05% | Add +4.9% | 212,600 | $8.1M |
| Avior Wealth Management, LLC | 0.25% | Reduce -11.9% | 212,497 | $8.1M |
| FinDec Wealth Services, Inc. | 8.68% | Reduce -9.2% | 212,312 | $8.1M |
| HB Wealth Management, LLC | 0.05% | Add +12.3% | 211,642 | $8.1M |
| SpringVest Wealth Management LLC | 5.56% | Add +20.9% | 209,489 | $8.0M |
| Colony Family Offices, LLC | 1.98% | Add +22.5% | 208,142 | $7.9M |
| StoneX Group Inc. | 0.34% | Reduce -1.5% | 207,065 | $7.9M |
| Glass Jacobson Investment Advisors llc | 2.81% | Reduce -1.9% | 204,969 | $7.8M |
| Apella Capital, LLC | 0.15% | Add +29.5% | 204,700 | $7.8M |
| Prodigy Asset Management LLC | 2.69% | Add +6.1% | 200,789 | $7.7M |
| Bank of Montreal | 0.00% | Add +6.1% | 200,093 | $7.6M |
| Sentinel Wealth Management, Inc. | 6.32% | Add +9.9% | 199,895 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.55% | Add +20.0% | 197,751 | $7.5M |
| Cresset Asset Management, LLC | 0.03% | No change | 197,243 | $7.5M |
| Baker Boyer National Bank | 2.26% | Add +7.3% | 196,650 | $7.5M |
| Werba Rubin Papier Wealth Management | 1.97% | Add +1.0% | 191,195 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +15.8% | 191,026 | $7.3M |
| CreativeOne Wealth, LLC | 0.18% | Add +1.0% | 190,318 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.8% | 190,066 | $7.2M |
| ArborFi Advisors, LLC | 5.88% | Reduce -3.1% | 189,942 | $7.2M |
| TCI Wealth Advisors, Inc. | 0.39% | Add +6.9% | 187,496 | $7.1M |
| United Advisor Group, LLC | 0.91% | Add +1.5% | 185,630 | $7.1M |
| Indivisible Partners | 0.77% | — | 185,509 | $7.1M |
| 180 Wealth Advisors, LLC | 0.81% | Add +4.9% | 185,335 | $7.1M |
| 1900 Wealth Management LLC | 0.45% | Reduce -2.9% | 182,176 | $6.9M |
| Waverly Advisors, LLC | 0.06% | Add +1.4% | 178,600 | $6.8M |
| Wealthspan Partners, LLC | 2.47% | Add +0.7% | 178,415 | $6.8M |
| R. W. Roge & Company, Inc. | 3.36% | Reduce -2.6% | 178,287 | $6.8M |
| Main Street Financial Solutions, LLC | 0.50% | Add +1.8% | 175,487 | $6.7M |
| Hurlow Wealth Management Group, Inc. | 1.64% | Reduce -11.0% | 175,291 | $6.7M |
| Premier Path Wealth Partners, LLC | 0.85% | Reduce -6.4% | 172,361 | $6.6M |
| Planwiser Financial, LLC | 4.91% | Add +77.5% | 166,344 | $6.6M |
| Brown Advisory Inc. | 0.01% | Add +4.1% | 171,917 | $6.6M |
| Johnson Wealth Management, LLC | 3.24% | Reduce 0.0% | 170,622 | $6.5M |
| Keb Asset Management, LLC | 1.32% | Add +14.1% | 170,314 | $6.5M |
| JPL Wealth Management, LLC | 1.56% | Add +41.0% | 168,223 | $6.4M |
| Ancora Advisors LLC | 0.13% | Add +6.1% | 167,877 | $6.4M |
| Cordgrass Capital Advisors, LLC | 1.53% | Add +2.6% | 167,127 | $6.4M |
| Strategic Wealth Advisors LLC | 5.40% | — | 165,561 | $6.3M |
| Apollon Financial, LLC | 0.91% | Add +10.3% | 164,333 | $6.3M |
| Baring Financial LLC | 3.81% | Reduce -13.4% | 164,143 | $6.3M |
| RFG Advisory, LLC | 0.12% | Add +1.1% | 163,947 | $6.2M |
| Keating Financial Advisory Services, Inc. | 0.83% | — | 160,590 | $6.1M |
| Mustard Seed Financial, LLC | 3.84% | Add +8.3% | 160,260 | $6.1M |
| North Capital, Inc. | 5.24% | Add +10.0% | 159,458 | $6.1M |
| SeedSafe Financial LLC | 5.33% | — | 158,060 | $6.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.71% | No change | 156,873 | $6.0M |
| Syverson Strege & Co | 1.40% | Reduce -3.7% | 155,674 | $5.9M |
| FMB Wealth Management | 2.33% | Add +0.7% | 154,947 | $5.9M |
| Tillman Hartley LLC | 1.47% | Add +6.3% | 153,797 | $5.9M |
| Jackson Thornton Wealth Management, LLC | 0.55% | Add +5.7% | 149,271 | $5.8M |
| Market Street Wealth Management Advisors LLC | 0.90% | Reduce -0.6% | 151,722 | $5.8M |
| Forteris Wealth Management Inc. | 5.68% | — | 151,498 | $5.8M |
| Dodds Wealth, LLC | 1.40% | Add +0.4% | 149,348 | $5.7M |
| Lynx Investment Advisory | 3.09% | Add +2.9% | 148,721 | $5.7M |
| First Financial Group Corp | 4.71% | Add +5.1% | 145,336 | $5.5M |
| Cowa, LLC | 1.68% | Reduce -0.8% | 144,588 | $5.5M |
| Quad-Cities Investment Group, LLC | 2.26% | Add +4.5% | 143,591 | $5.5M |
| J. R. Prunier Capital Management LLC | 2.27% | — | 143,238 | $5.5M |
| Robinson Smith Wealth Advisors LLC | 3.71% | Reduce -6.0% | 142,623 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +12.4% | 137,673 | $5.2M |
| Oceanside Advisors LLC | 3.15% | Reduce -0.1% | 136,435 | $5.2M |
| DBK Financial Counsel, LLC | 3.97% | Add +14.2% | 135,604 | $5.2M |
| Heritage Financial Services, LLC | 0.42% | Add +5.7% | 133,568 | $5.1M |
| Capstone Wealth Management, Inc. | 4.42% | — | 131,334 | $5.0M |
| Plan Group Financial, LLC | 1.29% | Reduce -22.9% | 130,695 | $5.0M |
| RBF Capital, LLC | 0.23% | No change | 130,000 | $5.0M |
| AdvisorNet Financial, Inc | 0.26% | Reduce -7.5% | 128,254 | $4.9M |
| Live Oak Private Wealth LLC | 0.66% | Add +7.5% | 126,630 | $4.8M |
| Newman Dignan & Sheerar, Inc. | 0.99% | Add +8.3% | 124,601 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -1.4% | 123,563 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +51.5% | 122,757 | $4.7M |
| Trinity Financial Advisors LLC | 1.28% | Add +14.7% | 120,283 | $4.6M |
| PFG Advisors | 0.22% | Add +3.6% | 120,171 | $4.6M |
| Mach-1 Financial Group, LLC | 0.93% | New | 119,083 | $4.5M |
| SOL Capital Management CO | 0.41% | Add +2.6% | 118,931 | $4.5M |
| Redwood Park Advisors LLC | 3.04% | Add +16.0% | 117,286 | $4.5M |
| Ares Financial Consulting, LLC | 4.23% | — | 116,444 | $4.4M |
| CGN Advisors LLC | 0.34% | Add +8.8% | 112,047 | $4.3M |
| Sollinda Capital Management LLC | 1.08% | Reduce -11.2% | 111,212 | $4.2M |
| ERn Financial, LLC | 0.80% | Reduce -5.7% | 111,151 | $4.2M |
| Weinberger Asset Management, Inc | 1.51% | Reduce -4.0% | 109,585 | $4.2M |
| Pinnacle Financial Group, LLC / IL | 1.20% | Add +1.4% | 108,194 | $4.1M |
| APS Management Group, Inc. | 3.52% | Add +13.2% | 107,875 | $4.1M |
| City State Bank | 1.11% | Add +19.1% | 106,394 | $4.1M |
| Waterfront Wealth Inc. | 0.77% | Add +0.4% | 100,726 | $4.1M |
| Breakwater Capital Group | 0.56% | Add +124.5% | 105,313 | $4.0M |
| Versant Capital Management, Inc | 0.49% | Reduce -1.2% | 102,406 | $3.9M |
| Kilner Capital Advisors, LLC | 3.71% | — | 102,016 | $3.9M |
| CLG LLC | 0.96% | Add +9.2% | 101,629 | $3.9M |
| Broadhurst Jeffrey B | 3.97% | — | 100,265 | $3.8M |
| Optima Capital LLC | 1.65% | Add +0.7% | 99,677 | $3.8M |
| Signature Resources Capital Management, LLC | 1.92% | Reduce -0.9% | 99,502 | $3.8M |
| Walleye Partners, LLC | 4.20% | — | 99,163 | $3.8M |
| Capstone Wealth Management, LLC | 2.73% | Add +2.4% | 98,176 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +0.5% | 95,563 | $3.6M |
| Saxony Capital Management, LLC | 2.22% | Add +1.8% | 94,877 | $3.6M |
| LaSalle St. Investment Advisors, LLC | 0.58% | Add +0.2% | 94,706 | $3.6M |
| DHJJ Financial Advisors, Ltd. | 1.20% | Add +10.8% | 94,514 | $3.6M |
| First National Bank Sioux Falls | 1.08% | Add +4.5% | 94,472 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.20% | Reduce -9.0% | 93,886 | $3.6M |
| Timonier Family Office, LTD. | 1.13% | Reduce -14.0% | 93,280 | $3.6M |
| Axis Wealth Partners, LLC | 1.95% | Add +0.2% | 92,556 | $3.5M |
| Alkeme Wealth, LLC | 1.49% | Add +8.5% | 92,073 | $3.5M |
| Cardiff Park Advisors, LLC | 0.29% | Add +0.7% | 91,640 | $3.5M |
| Cascade Wealth Advisors, Inc | 1.58% | Add +20.2% | 84,983 | $3.4M |
| Advisory Services Network, LLC | 0.05% | New | 89,568 | $3.4M |
| Altiora Financial Group, LLC | 0.58% | Add +1.8% | 88,579 | $3.4M |
| J Hagan Capital, Inc. | 1.86% | New | 88,324 | $3.4M |
| Financial Plan, Inc. | 0.38% | — | 87,172 | $3.3M |
| Vantage Point Financial LLC | 1.18% | Reduce -2.1% | 86,343 | $3.3M |
| Approach Retirement Advisors, LLC | 2.75% | — | 83,672 | $3.2M |
| Parkwoods Wealth Partners, LLC | 0.93% | Add +89.8% | 83,278 | $3.2M |
| Financial Symmetry Inc | 1.28% | Reduce -2.2% | 82,649 | $3.1M |
| Morgan Stanley | 0.00% | Add +18.4% | 81,257 | $3.1M |
| Grunden Financial Advisory, Inc. | 1.20% | No change | 80,668 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -64.0% | 80,644 | $3.1M |
| Firethorn Wealth Partners, LLC | 1.14% | Add +7.4% | 80,030 | $3.0M |
| Integrity Investment Advisors, LLC | 1.65% | Add +96.2% | 78,820 | $3.0M |
| Magnolia Private Wealth, LLC | 2.09% | Add +0.7% | 78,437 | $3.0M |
| Daner Wealth Management, LLC | 1.83% | Add +2.9% | 71,707 | $3.0M |
| Integrity Wealth Solutions LLC | 1.18% | Add +5.3% | 78,175 | $3.0M |
| ARK & TLK Investments, LLC | 0.81% | Reduce -15.1% | 77,585 | $3.0M |
| Redmont Wealth Advisors LLC | 4.47% | Add +12.9% | 77,382 | $2.9M |
| Cloud Capital Management, LLC | 1.36% | Add +19.9% | 75,715 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Reduce -19.8% | 74,766 | $2.8M |
| Shearwater Capital LLC | 1.63% | Reduce -8.5% | 74,708 | $2.8M |
| 55 North Private Wealth, LLC | 0.75% | — | 74,308 | $2.8M |
| Quarry Hill Advisors, LLC | 1.31% | Reduce -0.6% | 73,812 | $2.8M |
| IFP Advisors, Inc | 0.06% | Reduce -0.7% | 73,133 | $2.8M |
| Lauterbach Financial Advisors, LLC | 1.36% | Reduce -1.1% | 72,888 | $2.8M |
| Semitam Bonam LLC | 2.30% | Add +9.8% | 72,562 | $2.8M |
| Strategic Investment Solutions, Inc. | 0.66% | Reduce -11.2% | 72,030 | $2.7M |
| AQR Capital Management | 0.00% | Add +23.7% | 71,959 | $2.7M |
| Greenspring Advisors, LLC | 0.17% | Add +81.7% | 71,001 | $2.7M |
| Harbor Asset Planning, Inc. | 2.31% | Add +3.0% | 70,849 | $2.7M |
| Red Lighthouse Investment Management, LLC | 0.96% | Reduce -1.4% | 70,340 | $2.7M |
| Lodestone Wealth Management LLC | 1.09% | Add +0.6% | 70,122 | $2.7M |
| American Investment Services, Inc. | 0.62% | Add +5.2% | 69,901 | $2.7M |
| Factor Wealth Management LTD | 0.57% | Reduce -4.5% | 69,576 | $2.7M |
| SwitchPoint Financial Planning, LLC | 1.85% | Reduce -0.5% | 69,460 | $2.6M |
| Poinciana Advisors Group, LLC | 2.08% | Add +8.3% | 69,337 | $2.6M |
| HFG Wealth Management, LLC | 1.46% | Add +4.3% | 69,282 | $2.6M |
| Savvy Advisors, Inc. | 0.08% | Add +24.4% | 67,872 | $2.6M |
| Financial Connections Group, Inc. | 0.89% | Add +399.6% | 67,746 | $2.6M |
| Rather & Kittrell, Inc. | 0.41% | Add +5.3% | 67,629 | $2.6M |
| Pacific Asset Management, LLC | 1.54% | Reduce -4.4% | 67,162 | $2.6M |
| Capstone Financial Advisors, Inc. | 0.14% | Reduce -1.3% | 67,115 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +6.7% | 67,038 | $2.6M |
| Invst, LLC | 0.28% | Add +15.0% | 66,700 | $2.5M |
| Spire Wealth Management | 0.08% | Add +1.4% | 66,399 | $2.5M |
| First PREMIER Bank | 0.57% | Add +28.6% | 65,494 | $2.5M |
| Powerhouse Assets LLC | 2.15% | — | 64,070 | $2.4M |
| Burton Enright Welch | 0.34% | Reduce -1.7% | 62,784 | $2.4M |
| FineMark National Bank & Trust | 0.07% | Add +23.2% | 60,751 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +0.2% | 59,577 | $2.3M |
| Vestment Financial LLC | 1.16% | Reduce -4.2% | 57,062 | $2.2M |
| Melfa Wealth Management, Inc. | 1.29% | Add +3.4% | 58,630 | $2.2M |
| Investmark Advisory Group LLC | 0.95% | Add +4.2% | 58,294 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +0.4% | 58,161 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +43.8% | 58,039 | $2.2M |
| Level Wealth Management LLC | 1.11% | Reduce -2.4% | 56,801 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +50.7% | 56,482 | $2.2M |
| Kane Co Wealth Management, Inc. | 1.84% | — | 54,668 | $2.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.75% | Add +9.4% | 54,653 | $2.1M |
| Eaton-Cambridge Inc. | 0.68% | Reduce -6.7% | 54,649 | $2.1M |
| Compass Financial Group, INC | 0.29% | Add +13.6% | 53,368 | $2.0M |
| Sei Investments Co. | 0.00% | Add +35.1% | 52,990 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.4% | 52,728 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.26% | Add +12490.5% | 51,747 | $2.0M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -5.7% | 50,679 | $1.9M |
| Cypress Point Wealth Management, LLC | 0.42% | Add +4.7% | 50,390 | $1.9M |
| Heritage Wealth Management, Inc. | 1.24% | Add +1.7% | 50,361 | $1.9M |
| Wealth Advisors Northwest LLC | 0.85% | Reduce -5.0% | 50,202 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | No change | 50,110 | $1.9M |
| CarsonAllaria Wealth Management, Ltd. | 0.95% | Add +0.3% | 50,013 | $1.9M |
| Arnold Financial Planning LLC | 1.96% | — | 49,976 | $1.9M |
| Krilogy Financial LLC | 0.06% | Add +5.4% | 47,194 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +10.3% | 48,818 | $1.9M |
| Concord Wealth Partners | 0.24% | Reduce -0.7% | 48,755 | $1.9M |
| Mgo One Seven LLC | 0.04% | Reduce -6.8% | 47,600 | $1.8M |
| GWN Securities Inc. | 0.36% | Add +5.7% | 47,038 | $1.8M |
| Life Planning Partners, Inc | 1.36% | Reduce -15.4% | 46,732 | $1.8M |
| Arcadia Wealth Management, LLC | 0.66% | Reduce -4.4% | 46,484 | $1.8M |
| Washington Trust Advisors, Inc. | 0.13% | Add +28.0% | 45,486 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +65.0% | 45,289 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +44.4% | 45,039 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.36% | Add +26.0% | 44,456 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +24.9% | 44,267 | $1.7M |
| Maridea Wealth Management LLC | 0.25% | Add +27.6% | 43,978 | $1.7M |
| Leading Edge Financial Planning LLC | 0.38% | Reduce -0.3% | 43,787 | $1.7M |
| International Private Wealth Advisors LLC | 1.05% | Add +29.6% | 43,768 | $1.7M |
| SMI Advisory Services, LLC | 0.28% | New | 41,335 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.11% | Reduce -1.1% | 42,773 | $1.6M |
| Quadrature Capital Ltd | 0.02% | New | 41,908 | $1.6M |
| Heritage Investment Group, Inc. | 0.24% | No change | 41,445 | $1.6M |
| Cwm, LLC | 0.00% | Add +744.3% | 41,246 | $1.6M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -0.6% | 41,022 | $1.6M |
| Meritas Wealth Management, LLC | 0.73% | No change | 40,093 | $1.5M |
| XY Planning Network, Inc. | 0.26% | Add +28.5% | 39,474 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +4.5% | 39,299 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 39,108 | $1.5M |
| Global Financial Private Client, LLC | 0.52% | Add +4.4% | 38,967 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.48% | Add +2.7% | 38,530 | $1.5M |
| Keel Point, LLC | 0.09% | Add +4.4% | 38,234 | $1.5M |
| J. Derek Lewis & Associates Inc. | 0.34% | — | 38,008 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | New | 36,589 | $1.4M |
| WMS Group LLC | 1.84% | — | 37,923 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +4.5% | 37,851 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.9% | 37,740 | $1.4M |
| Larry Mathis Financial Planning, LLC | 1.27% | — | 37,676 | $1.4M |
| Pettinga Financial Advisors LLC | 0.27% | Add +21.3% | 37,570 | $1.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.38% | Add +43.4% | 37,006 | $1.4M |
| Foundry Financial LLC | 0.73% | — | 36,658 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +11.1% | 36,634 | $1.4M |
| Woodside Wealth Management LLC | 1.03% | Add +17.1% | 36,190 | $1.4M |
| Olistico Wealth, LLC | 0.67% | New | 35,987 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.24% | Add +7.4% | 35,675 | $1.4M |
| IFG Advisory, LLC | 0.06% | Reduce -17.4% | 34,981 | $1.3M |
| Vestia Personal Wealth Advisors | 0.68% | Add +0.8% | 33,779 | $1.3M |
| Seneschal Advisors, LLC | 0.97% | Add +19.2% | 34,510 | $1.3M |
| Strategent Financial, LLC | 0.82% | No change | 34,146 | $1.3M |
| Longview Financial Advisors LLC | 0.72% | Reduce -1.2% | 34,048 | $1.3M |
| Abel Hall, LLC | 0.30% | Reduce -5.7% | 34,030 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | — | 33,089 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +12.0% | 33,038 | $1.3M |
| Lam Group, Inc. | 0.72% | Reduce -10.5% | 32,880 | $1.3M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.97% | — | 32,860 | $1.3M |
| Asset Dedication, LLC | 0.08% | Add +24.7% | 32,563 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.6% | 32,456 | $1.2M |
| KPP Advisory Services LLC | 0.18% | New | 31,953 | $1.2M |
| SLT Holdings LLC | 0.80% | Reduce -0.7% | 31,570 | $1.2M |
| Demming Financial Services Corp. | 0.90% | — | 31,534 | $1.2M |
| WealthSpring Partners, LLC | 1.23% | — | 31,450 | $1.2M |
| Scratch Capital LLC | 0.78% | Add +1.9% | 31,408 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +175.3% | 31,390 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -24.5% | 31,061 | $1.2M |
| Ballentine Capital Advisors, Inc | 0.50% | Reduce -4.6% | 30,892 | $1.2M |
| Ballast Rock Private Wealth LLC | 0.73% | — | 30,717 | $1.2M |
| Second Half Financial Partners, LLC | 0.52% | Reduce -0.1% | 30,643 | $1.2M |
| Riverchase Wealth Management, LLC | 0.63% | Add +0.7% | 30,585 | $1.2M |
| Shore Point Advisors, LLC | 0.48% | Reduce -3.5% | 29,980 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +9.9% | 29,930 | $1.1M |
| Darden Wealth Group Inc | 0.55% | Reduce -18.2% | 29,670 | $1.1M |
| Pillar Financial Advisors, LLC | 0.68% | Reduce -1.8% | 29,541 | $1.1M |
| Squire Investment Management Company, LLC | 0.34% | Add +1.3% | 29,303 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +343.9% | 29,278 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Add +67.7% | 29,112 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Reduce -2.8% | 28,887 | $1.1M |
| Samalin Investment Counsel, LLC | 0.39% | Add +5.5% | 28,676 | $1.1M |
| Diversified Trust Co. | 0.02% | New | 28,331 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.32% | Reduce -1.9% | 28,293 | $1.1M |
| Topsail Wealth Management, LLC | 0.16% | Add +0.2% | 28,250 | $1.1M |
| Passive Capital Management, LLC. | 0.33% | Reduce -3.4% | 27,547 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +0.3% | 27,298 | $1.0M |
| Comerica Bank | 0.00% | Reduce -11.4% | 27,207 | $1.0M |
| Balanced Rock Investment Advisors LLC | 0.73% | Reduce -0.6% | 27,129 | $1.0M |
| BAM Wealth Management, LLC | 0.74% | Reduce -12.9% | 27,012 | $1.0M |
| Arbor Investment Advisors, LLC | 0.14% | New | 26,998 | $1.0M |
| Tranquility Partners, LLC | 0.37% | Reduce -5.8% | 26,923 | $1.0M |
| Montis Financial, LLC | 0.20% | Add +3.0% | 26,009 | $991K |
| Bryant Woods Investment Advisors, LLC | 0.37% | Add +0.6% | 25,288 | $964K |
| Marshall Financial Group, LLC | 0.19% | Reduce -4.1% | 25,262 | $963K |
| Eldridge Investment Advisors, Inc. | 0.21% | Reduce -1.0% | 25,065 | $955K |
| Barrett & Company, Inc. | 0.32% | Reduce -3.1% | 25,058 | $955K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +37.9% | 24,643 | $939K |
| Level Four Advisory Services, LLC | 0.03% | Add +5.5% | 24,576 | $937K |
| Beverly Hills Private Wealth, LLC | 0.16% | Reduce -2.0% | 24,175 | $921K |
| FourThought Financial Partners, LLC | 0.08% | New | 24,067 | $917K |
| Sterling Wealth Management, Inc. | 0.26% | Add +0.1% | 24,031 | $916K |
| PCA Investment Advisory Services Inc. | 0.32% | Add +23.9% | 23,960 | $913K |
| Sensenig Capital Advisors, Inc | 0.92% | — | 23,794 | $907K |
| JDH Wealth Management, LLC | 0.62% | Reduce -6.3% | 23,781 | $906K |
| Collective Family Office LLC | 0.21% | Add +13.3% | 23,655 | $902K |
| Landmark Wealth Management, Inc. | 0.34% | Reduce -0.4% | 23,650 | $901K |
| BOS Asset Management, LLC | 0.24% | Add +0.1% | 23,447 | $894K |
| Entelevest, LLC | 0.90% | — | 22,842 | $871K |
| VSM Wealth Advisory, LLC | 0.25% | Add +0.1% | 22,049 | $840K |
| Porter White Investment Advisors, Inc. | 0.34% | Add +0.3% | 21,692 | $827K |
| Professional Financial Solutions LLC | 0.77% | — | 21,512 | $820K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Add +0.2% | 21,161 | $806K |
| Independent Financial Group, LLC | 0.02% | Reduce -19.4% | 20,858 | $795K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 20,857 | $795K |
| WMG Financial Advisors, LLC | 0.33% | Reduce -5.9% | 20,818 | $793K |
| Salem Investment Counselors Inc. | 0.02% | Add +2.8% | 20,569 | $784K |
| Klaas Financial Asset Advisors, LLC | 0.11% | New | 19,984 | $762K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.1% | 19,926 | $759K |
| Roundview Capital LLC | 0.05% | Add +0.0% | 19,799 | $755K |
| Kaufman Rossin Wealth, LLC | 0.39% | Add +0.1% | 19,770 | $753K |
| Darrow Company, Inc. | 0.34% | Reduce -8.2% | 19,654 | $749K |
| GTS Securities LLC | 0.03% | New | 19,600 | $747K |
| Francis Financial, Inc. | 0.14% | No change | 18,901 | $720K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -12.5% | 18,861 | $719K |
| Wealth Architects, LLC | 0.06% | Add +3.9% | 18,810 | $717K |
| Eastover Investment Advisors LLC | 0.31% | No change | 18,777 | $716K |
| Cambridge Financial Group, LLC | 0.24% | Add +1.9% | 20,631 | $699K |
| Gemmer Asset Management LLC | 0.05% | Reduce -0.5% | 18,249 | $695K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +29.7% | 18,153 | $692K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +2.4% | 18,021 | $687K |
| SWF LLC | 0.07% | Add +41.8% | 17,918 | $683K |
| Johnson Financial Group, LLC | 0.04% | New | 17,854 | $680K |
| Foundation Wealth Management, LLC\PA | 0.24% | No change | 17,547 | $669K |
| Kovack Advisors, Inc. | 0.03% | New | 17,478 | $666K |
| Silver Grove Financial Group, Inc. | 0.57% | No change | 18,152 | $660K |
| Lido Advisors, LLC | 0.00% | Add +12.8% | 17,592 | $658K |
| Morris Financial Concepts, Inc. | 0.23% | Add +0.1% | 17,064 | $650K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.4% | 16,586 | $632K |
| Satovsky Asset Management LLC | 0.12% | Add +76.6% | 16,468 | $628K |
| RCS Financial Planning, LLC | 0.27% | Reduce -1.2% | 16,359 | $623K |
| CWS Financial Advisors, LLC | 0.17% | New | 16,354 | $623K |
| Sterneck Capital Management, LLC | 0.28% | No change | 16,270 | $620K |
| Seed Wealth Management, Inc. | 0.42% | Reduce -1.9% | 16,070 | $612K |
| Wheels Up Wealth, Inc. | 0.57% | — | 15,965 | $608K |
| Visionary Horizons, LLC | 0.31% | Add +91.5% | 15,776 | $601K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 15,771 | $601K |
| ATLas Financial Planning LLC | 0.59% | — | 15,666 | $597K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -3.2% | 15,553 | $593K |
| Studio Investment Management LLC | 0.11% | Reduce -1.4% | 15,417 | $588K |
| Benson Investment Management Company, Inc. | 0.21% | Add +16.7% | 15,378 | $586K |
| Strathmore Capital Advisors, Inc. | 0.19% | New | 15,113 | $576K |
| Silver Oak Securities, Incorporated | 0.04% | Add +6.4% | 15,027 | $576K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Add +0.7% | 15,048 | $573K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -2.7% | 14,744 | $562K |
| Keybank National Association | 0.00% | New | 14,627 | $557K |
| Tru Independence Asset Management 2, LLC | 0.35% | Reduce -13.7% | 14,546 | $554K |
| Tassel Capital Management, Inc. | 0.33% | Reduce -8.0% | 14,379 | $548K |
| L.K. Benson & Company, P.C. | 0.27% | Add +27.2% | 14,289 | $545K |
| Ballast Financial Advisors LLC | 0.56% | — | 14,279 | $544K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -78.2% | 14,205 | $541K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +7.4% | 14,092 | $537K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.0% | 14,070 | $536K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Add +51.7% | 13,695 | $522K |
| IHT Wealth Management, LLC | 0.01% | New | 13,440 | $512K |
| Five Oceans Advisors | 0.18% | Reduce -0.6% | 13,431 | $512K |
| Stewardship Advisors, LLC | 0.12% | Reduce -2.0% | 13,298 | $507K |
| Faithward Advisors, LLC | 0.07% | Add +12.2% | 13,266 | $506K |
| Essex Financial Services, Inc. | 0.03% | Add +30.9% | 13,246 | $505K |
| Triad Wealth Partners, LLC | 0.05% | Add +15.8% | 13,182 | $502K |
| Archer Investment Management, LLC | 0.27% | Reduce -12.7% | 13,182 | $502K |
| Cibc World Market Inc. | 0.00% | New | 13,104 | $499K |
| Ameriprise Financial Inc. | 0.00% | New | 13,074 | $498K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 13,061 | $498K |
| Lexington Hill Partners, LLC | 0.37% | — | 13,002 | $496K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 12,939 | $493K |
| Tilia Fiduciary Partners, Inc. | 0.27% | Reduce -0.9% | 12,936 | $493K |
| C M Bidwell & Associates Ltd. | 0.23% | Reduce -2.0% | 12,897 | $492K |
| Vistica Wealth Advisors, LLC | 0.49% | — | 12,845 | $490K |
| Forthright Family Wealth Advisory LLC | 0.30% | Add +2.0% | 12,590 | $480K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -38.9% | 12,464 | $475K |
| Lakeridge Wealth Management LLC | 0.21% | Add +3.5% | 12,355 | $471K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -0.9% | 12,346 | $471K |
| Ritholtz Wealth Management | 0.01% | New | 12,320 | $470K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -63.0% | 12,041 | $459K |
| Emprise Bank | 0.19% | Reduce -5.7% | 11,872 | $452K |
| M Holdings Securities, Inc. | 0.03% | Add +0.6% | 11,684 | $445K |
| Donalies Financial Planning, LLC | 0.38% | — | 11,665 | $445K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.7% | 11,588 | $442K |
| Investment Advisory Group, LLC | 0.11% | Reduce -0.4% | 11,585 | $442K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 11,414 | $435K |
| HMV Wealth Advisors, LLC | 0.22% | Reduce -0.8% | 11,405 | $435K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $428K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 11,184 | $426K |
| Stratos Investment Management, LLC | 0.02% | Add +0.3% | 11,178 | $426K |
| Blue Trust, Inc. | 0.00% | Add +341.8% | 10,887 | $415K |
| Williams & Novak, LLC | 0.31% | Add +5.8% | 10,867 | $414K |
| Cary Street Partners Investment Advisory LLC | 0.11% | No change | 10,794 | $411K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 10,734 | $409K |
| Tiaa Trust, National Association | 0.00% | Add +17.7% | 10,680 | $407K |
| Core Wealth Management, Inc. | 0.13% | No change | 10,599 | $404K |
| Citadel Advisors | 0.00% | Reduce -98.7% | 10,443 | $398K |
| BlackRock, Inc. | 0.00% | New | 10,352 | $395K |
| Retirement Planning Group, LLC | 0.01% | Add +0.7% | 10,240 | $390K |
| Narus Financial Partners, LLC | 0.11% | No change | 10,231 | $390K |
| Burney Co./ | 0.01% | Reduce -2.2% | 10,118 | $386K |
| AlphaCore Capital LLC | 0.01% | No change | 10,115 | $385K |
| Beacon Financial Advisory LLC | 0.09% | Add +3.2% | 9,978 | $380K |
| Longview Financial Advisors, Inc. | 0.25% | No change | 9,827 | $375K |
| Dixon Fnancial Services, Inc. | 0.16% | Add +2.7% | 9,695 | $369K |
| Vigil Wealth Management, LLC | 0.31% | — | 9,656 | $368K |
| Vawter Financial, Ltd. | 0.16% | Add +0.0% | 9,646 | $368K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -89.9% | 9,594 | $366K |
| Sprinkle Financial Consultants LLC | 0.19% | Add +0.7% | 9,592 | $366K |
| Ruedi Wealth Management, Inc. | 0.10% | Reduce -31.1% | 9,588 | $365K |
| Clear Investment Research, LLC | 0.60% | Reduce -5.5% | 9,547 | $364K |
| Wells Fargo & Company | 0.00% | Add +130.7% | 9,507 | $362K |
| Signal Advisors Wealth, LLC | 0.03% | New | 9,472 | $361K |
| Entrust Financial LLC | 0.27% | — | 9,404 | $358K |
| RS Crum Inc. | 0.07% | Add +0.1% | 9,383 | $358K |
| Cardinal Point Capital Management ULC | 0.02% | Add +0.7% | 9,367 | $357K |
| Compound Planning, Inc. | 0.01% | Reduce -21.3% | 9,324 | $355K |
| Bright Futures Wealth Management, LLC. | 0.26% | Add +7.6% | 9,284 | $354K |
| Millington Financial Advisors, LLC | 0.16% | New | 8,611 | $352K |
| K2 Financial Inc. | 0.27% | Add +0.6% | 8,950 | $348K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 9,092 | $347K |
| US Bancorp \de | 0.00% | Add +14.1% | 9,084 | $346K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.1% | 9,080 | $346K |
| KM Capital Management Ltd. | 0.17% | Add +0.5% | 8,956 | $341K |
| marrick wealth, LLC | 0.28% | — | 8,934 | $340K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.6% | 8,912 | $340K |
| Hanover Advisors Inc. | 0.13% | Add +9.6% | 8,892 | $339K |
| Bayshore Asset Management, LLC | 0.14% | Add +5.5% | 8,873 | $338K |
| Atlas Legacy Advisors, LLC | 0.06% | No change | 8,810 | $336K |
| Evolve Private Wealth, LLC | 0.02% | — | 8,810 | $336K |
| Prosperity Advisers, LLC | 0.28% | — | 8,752 | $334K |
| Stone Summit Wealth LLC | 0.09% | Reduce -1.3% | 8,657 | $330K |
| Wall Capital Group, Inc. | 0.30% | — | 8,360 | $319K |
| Beacon Financial Strategies CORP | 0.18% | Add +0.0% | 8,288 | $316K |
| Tableaux LLC | 0.22% | Reduce -50.0% | 8,284 | $316K |
| Modern Wealth Management, LLC | 0.01% | New | 8,252 | $314K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.1% | 8,204 | $313K |
| Elevation Wealth Partners, LLC | 0.11% | Reduce -40.3% | 8,167 | $311K |
| Smithfield Trust Co | 0.01% | Add +5.2% | 8,100 | $308K |
| Qube Research & Technologies Ltd | 0.00% | Add +5154.3% | 8,039 | $306K |
| Balance Wealth Partners LLC | 0.10% | Reduce -4.8% | 8,020 | $306K |
| Ariadne Wealth Management, LP | 0.13% | Add +0.9% | 7,336 | $304K |
| AIMZ Investment Advisors, LLC | 0.09% | New | 7,968 | $304K |
| Financial Harvest, LLC | 0.19% | Reduce -0.7% | 7,909 | $301K |
| Principal Securities, Inc. | 0.00% | Reduce -6.3% | 7,750 | $295K |
| Vertex Planning Partners, LLC | 0.07% | Add +24.2% | 7,668 | $292K |
| Frazier Financial Advisors, LLC | 0.17% | No change | 7,626 | $291K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.5% | 7,544 | $288K |
| Warwick Investment Management, Inc. | 0.04% | Add +0.6% | 7,460 | $284K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +4.4% | 7,339 | $280K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 7,314 | $279K |
| KFG Wealth Management, LLC | 0.04% | Add +0.3% | 7,296 | $278K |
| Platt Wealth Management LLC | 0.27% | — | 7,278 | $277K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 7,265 | $277K |
| Orcam Financial Group | 0.21% | No change | 7,262 | $277K |
| Hartmann Taylor Wealth Management, LLC | 0.19% | No change | 7,205 | $275K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $274K |
| Certuity, LLC | 0.02% | No change | 7,177 | $274K |
| Disciplined Investors, L.L.C. | 0.18% | Reduce -1.7% | 7,130 | $272K |
| Maripau Wealth Management LLC | 0.12% | New | 7,079 | $270K |
| Cogent Strategic Wealth LLC | 0.29% | — | 6,707 | $268K |
| JM2 Capital Inc. | 0.21% | — | 7,002 | $267K |
| WorthPointe, LLC | 0.07% | Add +24.8% | 6,941 | $265K |
| Vestor Capital, LLC | 0.02% | Add +72.2% | 11,686 | $259K |
| Freedom Financial Partners LLC | 0.09% | Reduce -1.4% | 6,771 | $258K |
| Bay Capital Advisors, LLC | 0.16% | Add +0.1% | 6,698 | $255K |
| Integrity Alliance, Llc. | 0.01% | New | 6,603 | $252K |
| Optivise Advisory Services LLC | 0.14% | No change | 6,572 | $250K |
| James J. Burns & Company, LLC | 0.03% | Add +7.5% | 6,561 | $250K |
| Novak & Powell Financial Services, Inc. | 0.13% | No change | 6,537 | $249K |
| OMNI 360 Wealth, Inc. | 0.12% | No change | 6,175 | $244K |
| Opus Financial Solutions LLC | 0.22% | — | 6,039 | $230K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 5,997 | $229K |
| Sepio Capital, LP | 0.01% | Reduce -19.6% | 5,976 | $228K |
| BSW Wealth Partners | 0.03% | No change | 5,774 | $220K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | New | 5,671 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -8.1% | 5,656 | $216K |
| Allstreet Capital Advisors LLC | 0.16% | — | 5,627 | $214K |
| Russell Investments Group, Ltd. | 0.00% | Add +3184.7% | 5,584 | $213K |
| Simplicity Wealth,LLC | 0.01% | New | 5,560 | $212K |
| Evergreen Capital Management LLC | 0.00% | No change | 5,520 | $210K |
| Ascent Group, LLC | 0.01% | No change | 5,503 | $210K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +11.4% | 5,499 | $209K |
| Bannerstone Capital Management, LLC | 0.20% | — | 5,439 | $207K |
| CoreCap Advisors, LLC | 0.01% | Add +6.2% | 5,406 | $206K |
| Fairscale Capital, LLC | 0.13% | Add +16.3% | 4,949 | $189K |
| Sittner & Nelson, LLC | 0.06% | No change | 4,409 | $180K |
| Pinney & Scofield, Inc. | 0.10% | Add +0.5% | 4,509 | $172K |
| Wellington-Altus USA Inc. | 0.12% | — | 4,145 | $158K |
| Lanark Financial, Inc. | 0.01% | Add +27.1% | 3,951 | $151K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,908 | $149K |
| Kings Path Partners LLC | 0.05% | Add +0.5% | 3,538 | $135K |
| Nalls Sherbakoff Group, LLC | 0.09% | Add +0.5% | 3,381 | $129K |
| Cary Street Partners Financial LLC | 0.00% | Add +5.9% | 3,354 | $128K |
| Colonial Trust Co / SC | 0.01% | Add +18.3% | 2,859 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,807 | $107K |
| Orion Capital Management LLC | 0.03% | No change | 2,526 | $96K |
| Tradewinds Capital Management, LLC | 0.02% | New | 2,424 | $92K |
| National Bank of Canada | 0.00% | Add +493.6% | 2,333 | $89K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,327 | $89K |
| Phillips Financial Management, LLC | 0.01% | Add +0.4% | 2,322 | $89K |
| Hantz Financial Services, Inc. | 0.00% | Add +23.6% | 2,314 | $88K |
| Planning Project LLC | 0.02% | — | 2,072 | $79K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $72K |
| Fortitude Family Office, LLC | 0.02% | Add +0.1% | 1,817 | $69K |
| Triumph Capital Management | 0.01% | New | 1,795 | $68K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 1,759 | $67K |
| Rossby Financial, LCC | 0.02% | No change | 1,747 | $67K |
| UMB Bank, n.a. | 0.00% | New | 1,590 | $61K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,553 | $59K |
| CX Institutional | 0.00% | Reduce -17.6% | 1,522 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.7% | 1,521 | $58K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -73.6% | 1,452 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 1,339 | $51K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,204 | $46K |
| Fort Vancouver Investment Management, LLC | 0.02% | Reduce -50.6% | 1,180 | $45K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 1,120 | $43K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 844 | $32K |
| Wellington Grp LLC | 0.01% | — | 841 | $32K |
| Jones Financial Companies LLLP | 0.00% | New | 840 | $32K |
| RHL Group, LLC | 0.02% | — | 779 | $30K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 730 | $28K |
| Benson Wealth Management INC | 0.03% | — | 730 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 681 | $26K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $23K |
| SJS Investment Consulting Inc. | 0.00% | No change | 467 | $18K |
| Dunhill Financial, LLC | 0.01% | No change | 430 | $16K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 348 | $13K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 326 | $12K |
| Quent Capital, LLC | 0.00% | Add +9.3% | 246 | $9K |
| Coston, McIsaac & Partners | 0.00% | New | 219 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 178 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 150 | $6K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -41.4% | 146 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 134 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 130 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -98.3% | 99 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 96 | $4K |
| MCF Advisors LLC | 0.00% | New | 85 | $3K |
| Align Financial, LLC | 0.00% | — | 2,172 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 52 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| West Financial Advisors, LLC | 0.00% | No change | 8 | $305 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 6 | $212 |
| JNBA Financial Advisors | 0.00% | New | 4 | $157 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $40 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.