Dimensional InternationalDFAIETF
13F holders, Q1 2026 (March 31)798holders +52
75new positions
18sold out
3famous investors
$38.99avg. 13F price*
At the end of Q1 2026, 798 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 52 from Q4 2025. 75 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($1.0B), First Command Advisory Services, Inc. ($581.0M) and Prudential Financial Inc. ($438.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $816.3M |
| Exits | 18 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 65,699,310 shares bought and 10,077,082 shares sold, net +55,622,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 798 holders
| Envestnet Asset Management Inc. | 0.27% | Add +158.8% | 25,959,915 | $1.0B |
| First Command Advisory Services, Inc. | 3.91% | New | 14,912,688 | $581.0M |
| Prudential Financial Inc. | 0.54% | Reduce -23.4% | 11,259,602 | $438.7M |
| Coldstream Capital Management Inc. | 5.39% | Add +1.4% | 11,155,948 | $434.6M |
| &partners | 1.76% | Add +8.9% | 9,105,172 | $355.0M |
| Bank of America Corp. | 0.03% | Add +3.2% | 8,894,919 | $346.5M |
| Northern Trust Corp. | 0.04% | Add +11.3% | 6,875,175 | $267.9M |
| SYM FINANCIAL Corp | 25.37% | Reduce -1.4% | 6,518,468 | $254.0M |
| Royal Bank of Canada | 0.04% | Add +13.1% | 5,900,123 | $229.9M |
| Mariner, LLC | 0.19% | Add +10.9% | 4,279,724 | $166.7M |
| UBS Group AG | 0.03% | Add +5.3% | 4,194,947 | $163.4M |
| Root Financial Partners, LLC | 7.51% | Add +5.0% | 4,167,029 | $162.3M |
| LPL Financial LLC | 0.04% | Add +20.9% | 4,013,581 | $156.4M |
| Annex Advisory Services, LLC | 2.86% | New | 3,912,260 | $152.4M |
| Moisand Fitzgerald Tamayo, LLC | 15.07% | Reduce -0.8% | 3,599,322 | $140.2M |
| McKinley Carter Wealth Services, Inc. | 7.84% | Add +322.4% | 3,484,718 | $135.8M |
| Vise Technologies, Inc. | 2.55% | No change | 3,408,299 | $129.9M |
| Corient Private Wealth LP | 0.18% | Reduce -3.1% | 3,219,028 | $125.3M |
| One Capital Management, LLC | 3.16% | Add +4.8% | 2,955,353 | $115.1M |
| Pure Financial Advisors, LLC | 1.66% | Reduce -1.7% | 2,945,842 | $114.8M |
| Evoke Wealth, LLC | 2.11% | Add +9.5% | 2,935,091 | $114.4M |
| LVZ, Inc. | 12.88% | Add +55.4% | 2,896,421 | $112.8M |
| OneDigital Investment Advisors LLC | 1.04% | Add +1.3% | 2,741,547 | $106.8M |
| Sequoia Financial Advisors, LLC | 0.59% | Add +2.3% | 2,715,179 | $105.8M |
| Clearstead Advisors, LLC | 0.97% | Add +2.3% | 2,714,734 | $105.8M |
| First National Bank of Omaha | 3.05% | Add +28.2% | 2,536,433 | $98.8M |
| HighTower Advisors, LLC | 0.10% | Add +0.2% | 2,514,144 | $98.0M |
| Mercer Global Advisors Inc. | 0.14% | Add +102.8% | 2,390,117 | $93.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +33.8% | 2,349,154 | $91.5M |
| Klaas Financial Asset Advisors, LLC | 12.40% | Add +11435.6% | 2,305,283 | $89.8M |
| Cetera Investment Advisers | 0.09% | Add +9.3% | 2,290,075 | $89.2M |
| Focus Partners Wealth | 0.10% | Reduce -0.5% | 2,275,770 | $89.1M |
| Maseco LLP | 2.77% | Add +9.7% | 2,267,385 | $88.3M |
| Focus Partners Advisor Solutions, LLC | 0.87% | Add +24.6% | 2,223,212 | $86.6M |
| Marquette Asset Management, LLC | 12.95% | Add +0.5% | 2,216,137 | $86.3M |
| Beacon Pointe Advisors, LLC | 0.44% | Add +9.5% | 2,149,113 | $83.7M |
| Wealthspire Advisors, LLC | 0.61% | Reduce -2.8% | 1,991,210 | $77.6M |
| RAM Investment Partners, LLC | 13.07% | Add +2.8% | 1,909,728 | $74.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +8.8% | 1,882,852 | $73.4M |
| Zhang Financial LLC | 2.48% | Add +1.0% | 1,843,654 | $71.8M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -3.9% | 1,832,034 | $71.4M |
| Berman McAleer LLC | 9.73% | Add +2.0% | 1,830,009 | $71.3M |
| Kestra Investment Management, LLC | 1.21% | Add +64.6% | 1,806,176 | $70.4M |
| Financial Management Professionals, Inc. | 7.40% | Add +1.8% | 1,694,569 | $66.0M |
| Brighton Jones LLC | 1.36% | Add +7.0% | 1,584,483 | $61.7M |
| Apollon Wealth Management, LLC | 0.98% | Add +8.6% | 1,555,006 | $60.6M |
| Bedel Financial Consulting, Inc. | 6.84% | Add +4.8% | 1,528,044 | $59.5M |
| Bridgewater Advisors Inc. | 3.50% | Add +7.0% | 1,414,582 | $58.9M |
| First National Advisers, LLC | 8.32% | Add +15.2% | 1,460,459 | $56.9M |
| RVW Wealth, LLC | 4.42% | Reduce -2.5% | 1,456,488 | $56.7M |
| WNY Asset Management, LLC | 5.81% | — | 1,442,997 | $56.2M |
| Wealth Dimensions Group, Ltd. | 10.90% | Add +3.8% | 1,422,691 | $55.4M |
| Pioneer Wealth Management Group | 15.53% | Add +7.6% | 1,420,804 | $55.4M |
| McIlrath & Eck, LLC | 4.08% | Reduce -0.2% | 1,393,201 | $54.3M |
| NewEdge Advisors, LLC | 0.18% | Add +20.2% | 1,283,148 | $50.0M |
| Cerity Partners LLC | 0.07% | Add +92.4% | 1,275,994 | $49.7M |
| Harbour Investments, Inc. | 0.77% | Add +13938.1% | 1,274,663 | $49.7M |
| Savant Capital, LLC | 0.24% | Add +20.5% | 1,264,342 | $49.3M |
| Great Point Wealth Advisors, LLC | 8.82% | Add +0.4% | 1,226,441 | $47.8M |
| Aquire Wealth Advisors, LLC | 12.50% | Add +1.0% | 1,219,756 | $47.5M |
| Raymond James Financial Inc. | 0.01% | Add +48.8% | 1,209,653 | $47.1M |
| Apella Capital, LLC | 0.69% | Add +444.0% | 1,113,561 | $46.5M |
| MAI Capital Management | 0.26% | Add +13.0% | 1,191,936 | $46.4M |
| Osaic Holdings, Inc. | 0.07% | Add +14.3% | 1,173,213 | $45.7M |
| Private Advisor Group, LLC | 0.21% | Add +3.8% | 1,155,451 | $45.0M |
| Mather Group, Llc. | 0.45% | Add +7.2% | 1,154,484 | $45.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -42.2% | 1,112,895 | $43.8M |
| Stadion Money Management, LLC | 4.33% | Add +28.0% | 1,104,032 | $43.0M |
| Spinnaker Investment Group, LLC | 8.65% | Reduce -7.8% | 1,089,689 | $42.5M |
| HighPoint Advisor Group LLC | 1.71% | Add +7.2% | 1,044,576 | $40.7M |
| Arista Wealth Management, LLC | 4.95% | Reduce -3.9% | 1,044,052 | $40.7M |
| Prudent Man Investment Management, Inc. | 13.53% | Add +0.0% | 1,055,534 | $40.2M |
| Everhart Financial Group, Inc. | 3.42% | Add +21.6% | 1,031,892 | $40.2M |
| JFS Wealth Advisors, LLC | 2.21% | Add +0.1% | 1,013,438 | $39.5M |
| Chico Wealth RIA | 23.84% | Add +3.0% | 1,001,616 | $39.0M |
| Perigon Wealth Management, LLC | 0.71% | Add +4.6% | 999,431 | $38.9M |
| Baird Financial Group, Inc. | 0.06% | Add +22.6% | 970,233 | $37.8M |
| Earned Wealth Advisors, LLC | 2.52% | Add +8.7% | 968,520 | $37.7M |
| Smartleaf Asset Management LLC | 1.33% | Add +9.0% | 975,380 | $36.9M |
| Sax Wealth Advisors, LLC | 1.77% | Reduce -0.2% | 957,467 | $36.5M |
| SC&H Financial Advisors, Inc. | 5.48% | Add +3.5% | 932,172 | $36.3M |
| Annandale Capital, LLC | 5.87% | Reduce -3.8% | 917,085 | $35.7M |
| Mission Wealth Management, LP | 0.75% | Add +4.3% | 916,983 | $35.7M |
| Crusonia Wealth Advisors LLC | 7.14% | Add +10.3% | 887,494 | $34.6M |
| Pallas Capital Advisors LLC | 1.26% | Reduce -8.7% | 860,187 | $33.5M |
| Consilium Wealth Advisory, LLC | 11.41% | Add +34.1% | 858,597 | $33.5M |
| LRI Investments, LLC | 2.91% | Reduce -1.3% | 844,333 | $32.9M |
| Amicus Financial Advisors, LLC | 9.03% | Reduce -2.0% | 841,797 | $32.8M |
| Financial Alternatives, Inc | 17.43% | Add +66.6% | 829,923 | $32.3M |
| Trinity Financial Advisors LLC | 9.16% | Add +586.3% | 825,547 | $32.2M |
| MML Investors Services, LLC | 0.09% | Reduce -2.9% | 824,320 | $32.1M |
| Monument Group Wealth Advisors, LLC | 17.56% | Add +1.6% | 812,122 | $31.6M |
| Aptus Capital Advisors, LLC | 0.26% | Add +1.2% | 793,779 | $30.9M |
| Valued Wealth Advisors LLC | 12.49% | Add +2.7% | 790,903 | $30.8M |
| Joseph Group Capital Management | 7.65% | Add +1.3% | 786,242 | $30.6M |
| Allworth Financial LP | 0.12% | Add +9.1% | 778,415 | $30.3M |
| World Investment Advisors | 0.48% | Add +7.1% | 766,554 | $29.9M |
| Physician Wealth Advisors, Inc. | 4.14% | Add +0.6% | 763,480 | $29.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.21% | Add +4.5% | 759,578 | $29.6M |
| Betterment LLC | 0.06% | Reduce -6.7% | 757,158 | $29.5M |
| Pathstone Holdings, LLC | 0.12% | Add +0.5% | 755,946 | $29.5M |
| Wealthquest Corp | 2.02% | Add +52.2% | 729,387 | $28.4M |
| Kure Advisory, LLC | 15.38% | Add +1.7% | 724,813 | $28.2M |
| Curated Wealth Partners LLC | 3.46% | Add +6.6% | 703,869 | $27.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.3% | 703,365 | $27.4M |
| Creative Planning | 0.02% | Reduce -0.7% | 697,006 | $27.2M |
| AE Wealth Management LLC | 0.15% | Add +3.0% | 694,340 | $27.1M |
| Fiduciary Financial Group, LLC | 3.55% | Reduce -6.2% | 687,837 | $26.8M |
| DecisionPoint Financial, LLC | 5.73% | Reduce -0.2% | 682,588 | $26.6M |
| Chicago Partners Investment Group LLC | 0.58% | Add +7.0% | 633,761 | $25.9M |
| Evanson Asset Management, LLC | 1.37% | Add +8.2% | 652,779 | $25.4M |
| Forum Private Client Group LLC | 8.29% | Add +10.8% | 637,783 | $24.9M |
| Fonville Wealth Management LLC | 4.70% | Add +10.9% | 634,026 | $24.7M |
| Plancorp, LLC | 0.70% | Add +0.1% | 601,944 | $24.6M |
| Brogan Financial, Inc. | 10.76% | Reduce -0.7% | 627,929 | $24.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.7% | 625,970 | $24.4M |
| Heritage Wealth Management, Inc./Texas | 10.37% | Add +2.6% | 622,862 | $24.3M |
| Stonehearth Capital Management, LLC | 9.35% | Reduce -15.1% | 606,116 | $23.6M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +47.9% | 605,555 | $23.6M |
| TCP Asset Management, LLC | 3.01% | Reduce -1.6% | 601,028 | $23.4M |
| Advisory Alpha, LLC | 0.63% | Reduce -10.9% | 595,320 | $23.2M |
| D.A. Davidson & Co. | 0.14% | Reduce -4.2% | 592,898 | $23.1M |
| Austin Wealth Management, LLC | 5.17% | Reduce -37.1% | 575,549 | $22.8M |
| Stifel Financial Corp. | 0.02% | Add +20.5% | 579,446 | $22.6M |
| Allodium Investment Consultants, LLC | 10.79% | Reduce -0.1% | 578,268 | $22.5M |
| Spectrum Investment Advisors, Inc. | 11.12% | Add +3.3% | 574,320 | $22.4M |
| Legacy Financial Group, Inc. | 5.81% | Reduce -0.9% | 563,983 | $22.0M |
| Awm Capital, LLC | 1.97% | Reduce -0.4% | 558,710 | $21.8M |
| BWM Planning, LLC | 5.72% | Reduce -9.5% | 557,089 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.9% | 549,642 | $21.4M |
| Berger Financial Group, Inc | 1.20% | Reduce -15.7% | 548,519 | $21.4M |
| Next Level Wealth Planning, LLC | 10.67% | Add +3.2% | 533,171 | $20.8M |
| Allegiance Financial Group Advisory Services LLC | 4.10% | Add +5.5% | 529,016 | $20.6M |
| Dynamic Advisor Solutions LLC | 0.63% | Add +2.0% | 513,255 | $20.0M |
| Essential Planning, LLC. | 6.23% | Reduce -1.5% | 503,270 | $19.6M |
| Parkshore Wealth Management, Inc. | 6.54% | Add +35.4% | 501,887 | $19.6M |
| Builder Investment Group Inc. | 4.11% | Reduce -1.9% | 486,608 | $19.0M |
| Diversify Wealth Management, LLC | 0.34% | Add +4.0% | 470,710 | $18.9M |
| CPA Asset Management Group, LLC | 5.89% | Add +4.4% | 450,695 | $17.6M |
| Waverly Advisors, LLC | 0.13% | Add +152.1% | 450,308 | $17.5M |
| Captrust Financial Advisors | 0.03% | Reduce -0.1% | 443,559 | $17.3M |
| Vermillion & White Wealth Management Group, LLC | 9.91% | Reduce -8.2% | 441,873 | $17.2M |
| Private Wealth Management Group, LLC | 4.50% | Add +9.3% | 439,914 | $17.1M |
| Advantage Trust Co | 7.63% | Reduce -1.4% | 437,222 | $17.0M |
| Evermay Wealth Management LLC | 1.88% | Add +18.7% | 436,189 | $17.0M |
| Owl Creek Wealth Partners LLC | 6.02% | — | 434,029 | $16.9M |
| Curio Wealth, LLC | 5.69% | Add +10.4% | 427,055 | $16.6M |
| Colorado Capital Management, Inc. | 6.17% | Reduce -0.0% | 424,617 | $16.5M |
| SouthState Bank Corp | 0.76% | Reduce -11.9% | 418,596 | $16.3M |
| Truist Financial Corp. | 0.02% | Add +5.1% | 417,974 | $16.3M |
| Jacobi Capital Management LLC | 0.91% | Add +15.8% | 415,965 | $16.2M |
| Quantum Financial Advisors, LLC | 1.81% | Reduce -1.1% | 414,246 | $16.1M |
| Oak Wealth Advisors LLC | 8.84% | Add +1.2% | 413,013 | $16.1M |
| Okabena Investment Services Inc. | 3.08% | No change | 410,787 | $16.0M |
| Note Advisors, LLC | 7.97% | Add +5.5% | 409,445 | $16.0M |
| DeLarme Wealth Management, Inc. | 10.06% | Add +3.1% | 400,792 | $15.6M |
| Envision Financial Planning, LLC | 5.63% | Add +0.8% | 399,338 | $15.6M |
| Sterling Wealth Advisors Inc | 8.87% | Reduce -0.8% | 374,114 | $15.5M |
| Midwest Heritage Bank, FSB | 4.96% | Add +3.9% | 397,010 | $15.5M |
| Arcadia Wealth Management, Inc. | 8.34% | Add +4.4% | 395,583 | $15.4M |
| Archvest Wealth Advisors, Inc. | 9.80% | Add +3.1% | 389,842 | $15.2M |
| Charter Capital Management, LLC\DE | 7.58% | Reduce -0.5% | 388,335 | $15.1M |
| Diversified Portfolios, Inc. | 1.24% | Reduce -1.1% | 386,944 | $15.1M |
| tru Independence LLC | 7.42% | Reduce -1.0% | 385,357 | $15.0M |
| Citadel Advisors | 0.01% | Add +3583.6% | 384,681 | $15.0M |
| Graver Capital Management, LLC | 11.28% | Add +4.6% | 381,037 | $14.8M |
| Well Done, LLC | 2.18% | Add +18.8% | 380,405 | $14.8M |
| Optimus Capital Advisors, LLC | 8.71% | Add +5.3% | 378,199 | $14.7M |
| Monograph Wealth Advisors, LLC | 1.38% | Add +23.8% | 374,090 | $14.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.02% | Add +1.6% | 373,069 | $14.5M |
| Mendota Financial Group, LLC | 10.70% | Reduce -0.3% | 370,852 | $14.4M |
| Valley National Advisers Inc. | 1.87% | Add +39.5% | 370,511 | $14.4M |
| Morling Financial Advisors, LLC | 4.43% | Add +3.0% | 369,287 | $14.4M |
| Liberty Wealth Management LLC | 1.80% | Reduce -6.5% | 368,908 | $14.4M |
| Pinnacle Associates Ltd. | 0.18% | Reduce -8.9% | 357,073 | $13.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.95% | Reduce -8.9% | 356,773 | $13.9M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +10.8% | 354,819 | $13.8M |
| Modera Wealth Management, LLC | 0.17% | Add +0.3% | 354,738 | $13.8M |
| Exencial Wealth Advisors, LLC | 0.43% | Reduce -3.2% | 353,457 | $13.8M |
| Employees' Retirement Fund of the City of Fort Worth | 5.97% | No change | 352,800 | $13.7M |
| D.B. Root & Company, LLC | 3.28% | Add +24.3% | 352,526 | $13.7M |
| Equitable Holdings, Inc. | 0.09% | Add +11.7% | 359,028 | $13.7M |
| CVA Family Office, LLC | 1.44% | Add +5.9% | 351,192 | $13.7M |
| Bannerman Wealth Management Group, LLC | 9.22% | Add +6.8% | 351,073 | $13.7M |
| Guardian Wealth Advisors, LLC / NC | 0.86% | Add +1.3% | 345,655 | $13.5M |
| Vermillion Wealth Management, Inc. | 5.29% | Add +12.0% | 341,423 | $13.3M |
| AlphaStar Capital Management, LLC | 0.96% | Add +10.8% | 335,049 | $13.1M |
| My Personal CFO, LLC | 5.68% | Add +40.1% | 332,646 | $13.0M |
| Guardian Wealth Management, LLC | 3.92% | Add +0.8% | 331,672 | $12.9M |
| Fermata Advisors, LLC | 2.87% | Reduce -5.9% | 327,315 | $12.8M |
| Larson Financial Group LLC | 0.40% | Reduce -9.1% | 321,952 | $12.5M |
| GK Wealth Management LLC | 10.90% | New | 331,117 | $12.5M |
| DWR Wealth Management, LLC | 10.90% | Add +28.1% | 331,117 | $12.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.69% | Add +99.7% | 313,312 | $12.2M |
| Thayer Financial, L.L.C. | 12.43% | Reduce -0.1% | 312,670 | $12.2M |
| Tortoise Investment Management, LLC | 0.99% | Add +6.4% | 308,575 | $12.0M |
| Forza Wealth Management, LLC | 4.17% | Add +5.6% | 307,579 | $12.0M |
| American Capital Advisory, LLC | 4.83% | Add +7.5% | 306,109 | $11.9M |
| GEM Asset Management, LLC | 5.19% | Add +2.8% | 301,697 | $11.8M |
| Claris Advisors, LLC / Mo / | 3.45% | Add +0.6% | 296,202 | $11.5M |
| Spectrum Advisors, Inc. | 9.07% | — | 294,832 | $11.5M |
| Beckerman Institutional, LLC | 6.10% | Add +7.8% | 294,471 | $11.5M |
| CFS Investment Advisory Services, LLC | 0.79% | Add +38.4% | 273,628 | $11.4M |
| Farther Finance Advisors, LLC | 0.11% | Add +27.0% | 287,159 | $11.4M |
| Entrewealth, LLC | 5.08% | Reduce -4.7% | 291,001 | $11.3M |
| Birchcreek Wealth Management, LLC | 5.42% | Add +4.1% | 289,049 | $11.3M |
| Trailhead Planners LLC | 10.79% | Add +0.5% | 288,436 | $11.2M |
| Fort Henry Capital, LLC | 6.78% | Reduce -1.8% | 287,617 | $11.2M |
| Ledgewood Wealth Advisors, LLC | 6.25% | Reduce -0.2% | 285,120 | $11.1M |
| Two West Capital Advisors LLC | 5.86% | Add +0.1% | 275,554 | $11.1M |
| Ancora Advisors LLC | 0.23% | Add +68.2% | 282,423 | $11.0M |
| Argo Wealth Advisory, LLC | 6.45% | Add +2.3% | 282,135 | $11.0M |
| Coyle Financial Counsel LLC | 2.30% | Add +15.0% | 279,126 | $10.9M |
| B&D White Capital Company, LLC | 1.33% | Reduce -1.2% | 276,678 | $10.8M |
| Florida Trust Wealth Management Co | 0.30% | Add +20.9% | 276,418 | $10.8M |
| Northwest Wealth Management, LLC | 1.59% | Add +2.5% | 271,944 | $10.6M |
| Great Diamond Partners, LLC | 2.00% | New | 267,142 | $10.4M |
| SIMA Wealth Partners, LLC | 7.86% | Add +1.6% | 264,719 | $10.3M |
| Hutchinson Capital Management | 1.89% | Add +6.7% | 264,019 | $10.3M |
| Shira Ridge Wealth Management | 4.06% | Reduce -4.1% | 263,407 | $10.3M |
| Bay Harbor Wealth Management, LLC | 2.56% | Add +0.5% | 253,885 | $9.9M |
| Brown Advisory Inc. | 0.02% | Add +46.8% | 252,412 | $9.8M |
| Arkadios Wealth Advisors | 0.15% | Reduce -6.4% | 238,477 | $9.3M |
| Aspen Wealth Management LLC | 1.84% | Add +5.2% | 236,975 | $9.2M |
| Jacobsen Capital Management | 3.11% | New | 236,579 | $9.2M |
| Lionshead Wealth Management, LLC | 6.75% | Add +0.8% | 235,127 | $9.2M |
| Sutton Place Investors LLC | 4.89% | Add +0.5% | 229,332 | $8.9M |
| Andrews, Lucia Wealth Management LLC | 5.33% | Add +4.0% | 229,029 | $8.9M |
| GeoWealth Management, LLC | 0.32% | Add +4.9% | 227,495 | $8.9M |
| Glass Jacobson Investment Advisors llc | 3.05% | Add +10.9% | 227,236 | $8.9M |
| HB Wealth Management, LLC | 0.06% | Add +6.3% | 224,930 | $8.8M |
| Security Financial Services, INC. | 1.36% | Reduce -1.1% | 221,297 | $8.6M |
| Flow Traders U.S. LLC | 0.27% | New | 220,704 | $8.6M |
| Werba Rubin Papier Wealth Management | 1.19% | Add +15.2% | 220,245 | $8.6M |
| Aegis Wealth Management LLC | 4.91% | Add +0.0% | 220,154 | $8.6M |
| SpringVest Wealth Management LLC | 5.85% | Add +4.9% | 219,683 | $8.6M |
| Clarity Capital Advisors, LLC | 3.97% | Add +3.0% | 218,875 | $8.5M |
| Colony Family Offices, LLC | 2.09% | Add +4.6% | 217,672 | $8.5M |
| Sentinel Wealth Management, Inc. | 6.78% | Add +8.9% | 217,634 | $8.5M |
| Jane Street Group, LLC | 0.01% | Reduce -88.7% | 214,813 | $8.4M |
| Entrust Financial LLC | 5.84% | Add +2180.3% | 214,439 | $8.4M |
| Prodigy Asset Management LLC | 2.79% | Add +6.7% | 214,287 | $8.3M |
| Apollon Financial, LLC | 1.15% | Add +29.7% | 213,110 | $8.3M |
| Arax Advisory Partners | 0.23% | Reduce -0.1% | 212,540 | $8.3M |
| ArborFi Advisors, LLC | 6.68% | Add +10.6% | 210,019 | $8.2M |
| Indivisible Partners | 0.72% | Add +13.0% | 209,685 | $8.2M |
| Bank of Montreal | 0.00% | Add +2.7% | 205,490 | $8.0M |
| 180 Wealth Advisors, LLC | 0.90% | Add +9.0% | 202,044 | $7.9M |
| Main Street Financial Solutions, LLC | 0.57% | Add +14.1% | 200,135 | $7.8M |
| Keating Financial Advisory Services, Inc. | 1.25% | Add +23.8% | 198,825 | $7.7M |
| Avior Wealth Management, LLC | 0.22% | Reduce -7.0% | 197,614 | $7.7M |
| Baker Boyer National Bank | 2.30% | Reduce -0.1% | 196,545 | $7.7M |
| JPL Wealth Management, LLC | 1.70% | Add +13.0% | 190,131 | $7.4M |
| United Advisor Group, LLC | 0.92% | Add +2.3% | 189,853 | $7.4M |
| TCI Wealth Advisors, Inc. | 0.39% | Add +0.1% | 187,728 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 190,176 | $7.2M |
| FinDec Wealth Services, Inc. | 8.73% | Reduce -13.7% | 183,163 | $7.1M |
| Hurlow Wealth Management Group, Inc. | 1.67% | Add +3.0% | 180,573 | $7.0M |
| AlTi Global, Inc. | 0.15% | Reduce -56.2% | 178,250 | $6.9M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -6.6% | 177,771 | $6.9M |
| Keb Asset Management, LLC | 1.33% | Add +4.3% | 177,647 | $6.9M |
| Wealthspan Partners, LLC | 2.43% | Reduce -0.7% | 177,096 | $6.9M |
| 1900 Wealth Management LLC | 0.44% | Reduce -3.4% | 175,967 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -10.8% | 175,940 | $6.9M |
| RFG Advisory, LLC | 0.13% | Add +7.3% | 175,882 | $6.9M |
| Planwiser Financial, LLC | 4.95% | Reduce -0.6% | 165,418 | $6.8M |
| Cordgrass Capital Advisors, LLC | 1.60% | Add +4.8% | 175,137 | $6.8M |
| R. W. Roge & Company, Inc. | 3.24% | Reduce -2.2% | 174,312 | $6.8M |
| Tillman Hartley LLC | 1.69% | Add +12.6% | 173,095 | $6.7M |
| Mustard Seed Financial, LLC | 3.93% | Add +5.0% | 168,266 | $6.6M |
| Baring Financial LLC | 3.99% | Add +2.0% | 167,356 | $6.5M |
| Strategic Wealth Advisors LLC | 5.23% | Add +1.0% | 167,242 | $6.5M |
| Lynx Investment Advisory | 3.10% | Add +12.0% | 166,564 | $6.5M |
| Johnson Wealth Management, LLC | 3.13% | Reduce -2.5% | 166,361 | $6.5M |
| J. R. Prunier Capital Management LLC | 2.73% | Add +15.0% | 164,691 | $6.4M |
| Parkwoods Wealth Partners, LLC | 1.57% | Add +97.5% | 164,478 | $6.4M |
| Jackson Thornton Wealth Management, LLC | 0.58% | Add +4.6% | 156,173 | $6.4M |
| Elser Financial Planning, Inc | 0.31% | New | 163,876 | $6.4M |
| North Capital, Inc. | 5.41% | Add +2.9% | 164,060 | $6.4M |
| CWS Financial Advisors, LLC | 1.62% | Add +889.7% | 161,857 | $6.3M |
| First Financial Group Corp | 5.07% | Add +9.7% | 159,495 | $6.2M |
| SeedSafe Financial LLC | 5.06% | Reduce -0.1% | 157,864 | $6.2M |
| NewEdge Wealth, LLC | 0.07% | Add +322.9% | 154,939 | $6.0M |
| Market Street Wealth Management Advisors LLC | 0.95% | Add +1.9% | 154,559 | $6.0M |
| Forteris Wealth Management Inc. | 5.72% | Add +1.3% | 153,388 | $6.0M |
| Savvy Advisors, Inc. | 0.16% | Add +120.9% | 149,901 | $5.8M |
| Quad-Cities Investment Group, LLC | 2.30% | Add +3.0% | 147,830 | $5.8M |
| Live Oak Private Wealth LLC | 0.80% | Add +16.4% | 147,329 | $5.7M |
| Premier Path Wealth Partners, LLC | 0.75% | Reduce -14.6% | 147,148 | $5.7M |
| 3 Factor Indexing, LLC | 5.35% | — | 145,459 | $5.7M |
| Dodds Wealth, LLC | 1.39% | Reduce -2.9% | 145,033 | $5.7M |
| Cowa, LLC | 1.64% | No change | 144,588 | $5.6M |
| Mutual Advisors, LLC | 0.12% | Add +50.2% | 143,555 | $5.6M |
| FourThought Financial Partners, LLC | 0.47% | Add +486.6% | 141,181 | $5.5M |
| Newman Dignan & Sheerar, Inc. | 1.14% | Add +11.8% | 139,255 | $5.4M |
| Oceanside Advisors LLC | 3.09% | Add +1.9% | 139,061 | $5.4M |
| AdvisorNet Financial, Inc | 0.28% | Add +6.3% | 136,404 | $5.3M |
| Capstone Wealth Management, Inc. | 4.48% | Add +1.9% | 133,787 | $5.3M |
| DBK Financial Counsel, LLC | 4.00% | Reduce -0.1% | 135,444 | $5.3M |
| Old Mission Capital LLC | 0.12% | New | 134,276 | $5.2M |
| City State Bank | 1.34% | Add +24.2% | 132,123 | $5.1M |
| Syverson Strege & Co | 1.24% | Reduce -15.3% | 131,867 | $5.1M |
| RBF Capital, LLC | 0.25% | No change | 130,000 | $5.1M |
| PFG Advisors | 0.24% | Add +6.3% | 127,736 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +2.8% | 127,012 | $4.9M |
| FMB Wealth Management | 2.04% | Reduce -18.3% | 126,664 | $4.9M |
| Mach-1 Financial Group, LLC | 1.72% | Add +5.2% | 125,312 | $4.9M |
| Breakwater Capital Group | 0.62% | Add +12.4% | 118,401 | $4.6M |
| Optima Capital LLC | 2.14% | Add +18.6% | 118,201 | $4.6M |
| First National Bank Sioux Falls | 1.26% | Add +18.1% | 111,562 | $4.6M |
| Weinberger Asset Management, Inc | 1.71% | Add +6.5% | 116,739 | $4.5M |
| Redwood Park Advisors LLC | 3.36% | Reduce -0.5% | 116,696 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -5.3% | 116,213 | $4.5M |
| AQR Capital Management | 0.00% | Add +61.5% | 116,192 | $4.5M |
| Morgan Stanley | 0.00% | Add +43.0% | 116,165 | $4.5M |
| Sollinda Capital Management LLC | 1.10% | Add +4.2% | 115,905 | $4.5M |
| Advisory Services Network, LLC | 0.06% | Add +28.4% | 115,019 | $4.5M |
| J Hagan Capital, Inc. | 2.33% | Add +25.6% | 110,903 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +679.5% | 110,728 | $4.3M |
| Pinnacle Financial Group, LLC / IL | 1.18% | Add +2.3% | 110,726 | $4.3M |
| CGN Advisors LLC | 0.34% | Reduce -1.2% | 110,686 | $4.3M |
| Alkeme Wealth, LLC | 1.75% | Add +19.4% | 109,908 | $4.3M |
| Cloud Capital Management, LLC | 1.86% | Add +44.5% | 109,443 | $4.3M |
| Ares Financial Consulting, LLC | 3.34% | Reduce -7.7% | 107,482 | $4.2M |
| APS Management Group, Inc. | 3.59% | Reduce -0.1% | 107,752 | $4.2M |
| DHJJ Financial Advisors, Ltd. | 1.38% | Add +13.0% | 106,812 | $4.2M |
| Altiora Financial Group, LLC | 0.67% | Add +18.5% | 104,969 | $4.1M |
| CLG LLC | 1.01% | Add +2.7% | 104,362 | $4.1M |
| Signature Resources Capital Management, LLC | 1.91% | Add +3.9% | 103,414 | $4.0M |
| Waterfront Wealth Inc. | 0.74% | Add +2.2% | 102,959 | $4.0M |
| Broadhurst Jeffrey B | 4.11% | Add +2.6% | 102,920 | $4.0M |
| Capstone Wealth Management, LLC | 2.78% | Add +4.4% | 102,482 | $4.0M |
| Saxony Capital Management, LLC | 2.29% | Add +6.8% | 101,364 | $3.9M |
| Versant Capital Management, Inc | 0.39% | Reduce -1.9% | 100,411 | $3.9M |
| Plan Group Financial, LLC | 0.92% | Reduce -23.3% | 100,202 | $3.9M |
| Walleye Partners, LLC | 4.75% | Add +0.2% | 99,362 | $3.9M |
| Kilner Capital Advisors, LLC | 3.65% | Reduce -4.2% | 97,722 | $3.8M |
| Integrity Investment Advisors, LLC | 2.06% | Add +23.9% | 97,621 | $3.8M |
| Medallion Wealth Advisors, LLC | 1.24% | Add +4.0% | 97,614 | $3.8M |
| Cascade Wealth Advisors, Inc | 1.67% | Add +7.2% | 91,136 | $3.8M |
| Benson Investment Management Company, Inc. | 37.63% | Add +527.3% | 96,470 | $3.8M |
| Axis Wealth Partners, LLC | 1.97% | Add +2.8% | 95,156 | $3.7M |
| SMI Advisory Services, LLC | 0.61% | Add +126.3% | 93,554 | $3.7M |
| First PREMIER Bank | 0.84% | Add +42.6% | 93,391 | $3.6M |
| Firethorn Wealth Partners, LLC | 1.32% | Add +15.4% | 92,379 | $3.6M |
| Financial Symmetry Inc | 1.27% | Add +5.8% | 87,411 | $3.6M |
| LaSalle St. Investment Advisors, LLC | 0.50% | Reduce -3.1% | 91,810 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +405.0% | 91,679 | $3.6M |
| Financial Connections Group, Inc. | 1.22% | Add +33.1% | 90,186 | $3.5M |
| ERn Financial, LLC | 0.66% | Reduce -18.9% | 90,147 | $3.5M |
| Robinson Smith Wealth Advisors LLC | 2.34% | Reduce -37.7% | 88,839 | $3.5M |
| Cardiff Park Advisors, LLC | 0.28% | Reduce -3.1% | 88,754 | $3.5M |
| Approach Retirement Advisors, LLC | 2.85% | Add +5.0% | 87,810 | $3.4M |
| Financial Plan, Inc. | 0.36% | Reduce -1.2% | 86,120 | $3.4M |
| Vantage Point Financial LLC | 1.14% | Reduce -3.7% | 83,149 | $3.2M |
| Everest Financial Group LLC | 0.53% | New | 83,108 | $3.2M |
| Commerce Bank | 0.01% | New | 78,672 | $3.1M |
| Integrity Wealth Solutions LLC | 1.20% | Add +0.4% | 78,520 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.4% | 77,937 | $3.0M |
| Magnolia Private Wealth, LLC | 2.01% | Reduce -1.2% | 77,486 | $3.0M |
| Daner Wealth Management, LLC | 1.77% | Add +1.5% | 72,774 | $3.0M |
| Semitam Bonam LLC | 2.46% | Add +6.4% | 77,180 | $3.0M |
| Quarry Hill Advisors, LLC | 1.23% | Reduce -3.2% | 71,420 | $3.0M |
| IFP Advisors, Inc | 0.06% | Add +4.2% | 76,197 | $3.0M |
| Shearwater Capital LLC | 1.52% | Reduce -0.3% | 74,463 | $2.9M |
| 55 North Private Wealth, LLC | 0.74% | Add +0.0% | 74,329 | $2.9M |
| ARK & TLK Investments, LLC | 0.79% | Reduce -4.3% | 74,289 | $2.9M |
| Lauterbach Financial Advisors, LLC | 1.40% | Add +0.9% | 73,541 | $2.9M |
| Powerhouse Assets LLC | 2.48% | Add +14.0% | 73,019 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -3.0% | 72,552 | $2.8M |
| Liberty One Investment Management, LLC | 0.29% | New | 72,529 | $2.8M |
| Greenspring Advisors, LLC | 0.17% | Add +1.1% | 71,801 | $2.8M |
| Harbor Asset Planning, Inc. | 2.34% | Add +0.9% | 71,504 | $2.8M |
| American Investment Services, Inc. | 0.62% | Add +2.3% | 71,471 | $2.8M |
| Sanchez Levi Garrett | 1.74% | — | 71,261 | $2.8M |
| Poinciana Advisors Group, LLC | 2.19% | Add +2.6% | 71,142 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2433.5% | 71,115 | $2.8M |
| Strategic Investment Solutions, Inc. | 0.67% | Reduce -1.6% | 70,848 | $2.8M |
| Capital Analysts, LLC | 0.07% | Add +21.7% | 70,653 | $2.8M |
| Olistico Wealth, LLC | 1.35% | Add +95.7% | 70,412 | $2.7M |
| Red Lighthouse Investment Management, LLC | 0.93% | No change | 70,340 | $2.7M |
| Lodestone Wealth Management LLC | 1.09% | Add +0.3% | 70,323 | $2.7M |
| Quantinno Capital Management LP | 0.00% | Add +24.1% | 70,072 | $2.7M |
| SwitchPoint Financial Planning, LLC | 1.83% | No change | 69,460 | $2.7M |
| Melfa Wealth Management, Inc. | 1.53% | Add +16.6% | 68,355 | $2.7M |
| Pacific Asset Management, LLC | 1.49% | Add +1.7% | 68,329 | $2.7M |
| Invst, LLC | 0.30% | Add +2.3% | 68,261 | $2.7M |
| Compass Financial Group, INC | 0.37% | Add +27.0% | 67,767 | $2.6M |
| Rather & Kittrell, Inc. | 0.40% | Reduce -1.5% | 66,588 | $2.6M |
| Capstone Financial Advisors, Inc. | 0.14% | Reduce -1.4% | 66,178 | $2.6M |
| HFG Wealth Management, LLC | 1.40% | Reduce -5.5% | 65,435 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +269.7% | 65,045 | $2.5M |
| Larry Mathis Financial Planning, LLC | 2.26% | Add +71.5% | 64,595 | $2.5M |
| Spire Wealth Management | 0.09% | Reduce -2.8% | 64,527 | $2.5M |
| Sei Investments Co. | 0.00% | Add +20.8% | 64,020 | $2.5M |
| PCA Investment Advisory Services Inc. | 0.83% | Add +166.1% | 63,746 | $2.5M |
| Burton Enright Welch | 0.33% | Add +0.1% | 62,871 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +38.7% | 62,812 | $2.4M |
| Legacy Capital Wealth Partners, LLC | 0.49% | Add +37.1% | 60,945 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +4.0% | 60,484 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +22.8% | 59,947 | $2.3M |
| Vestment Financial LLC | 1.09% | Reduce -2.4% | 55,696 | $2.3M |
| Investmark Advisory Group LLC | 0.98% | Add +0.9% | 58,831 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.20% | Reduce -1.8% | 58,491 | $2.3M |
| Concord Wealth Partners | 0.30% | Add +19.9% | 58,462 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -13.2% | 58,223 | $2.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.64% | Add +1.8% | 55,630 | $2.2M |
| Fiduciary Financial Advisors | 1.91% | — | 54,845 | $2.1M |
| Eaton-Cambridge Inc. | 0.67% | No change | 54,649 | $2.1M |
| Factor Wealth Management LTD | 0.40% | Reduce -21.7% | 54,453 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Add +7.3% | 54,389 | $2.1M |
| Level Wealth Management LLC | 0.99% | Reduce -4.5% | 54,240 | $2.1M |
| Cypress Point Wealth Management, LLC | 0.46% | Add +7.6% | 54,217 | $2.1M |
| G2 Capital Management, LLC / Oh | 0.51% | Add +36.8% | 53,750 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +70.5% | 53,532 | $2.1M |
| Washington Trust Advisors, Inc. | 0.17% | Add +16.6% | 53,026 | $2.1M |
| International Private Wealth Advisors LLC | 1.24% | Add +18.8% | 51,999 | $2.0M |
| Life Planning Partners, Inc | 1.54% | Add +10.7% | 51,748 | $2.0M |
| Kane Co Wealth Management, Inc. | 1.69% | Reduce -6.0% | 51,376 | $2.0M |
| Maridea Wealth Management LLC | 0.29% | Add +16.7% | 51,311 | $2.0M |
| Heritage Wealth Management, Inc. | 1.11% | Add +1.8% | 51,286 | $2.0M |
| CarsonAllaria Wealth Management, Ltd. | 0.98% | Add +1.5% | 50,756 | $2.0M |
| Krilogy Financial LLC | 0.06% | Add +0.3% | 47,349 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -0.0% | 50,093 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.20% | Reduce -3.9% | 49,755 | $1.9M |
| Arnold Financial Planning LLC | 1.81% | Reduce -0.7% | 49,649 | $1.9M |
| Global Financial Private Client, LLC | 0.63% | Add +25.9% | 49,072 | $1.9M |
| Wealth Advisors Northwest LLC | 0.80% | Reduce -3.0% | 48,669 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +9.7% | 48,556 | $1.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.52% | Add +28.9% | 47,692 | $1.9M |
| Mgo One Seven LLC | 0.04% | Reduce -2.9% | 46,213 | $1.8M |
| Woodside Wealth Management LLC | 1.39% | Add +26.6% | 45,824 | $1.8M |
| Warburton Capital Management, LLC | 0.86% | New | 43,361 | $1.8M |
| GWN Securities Inc. | 0.34% | Reduce -3.5% | 45,387 | $1.8M |
| StoneX Group Inc. | 0.09% | Reduce -78.3% | 44,935 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -18.1% | 43,172 | $1.7M |
| Pettinga Financial Advisors LLC | 0.31% | Add +13.8% | 42,745 | $1.7M |
| Leading Edge Financial Planning LLC | 0.35% | Reduce -2.8% | 42,562 | $1.7M |
| Level Four Advisory Services, LLC | 0.05% | Add +71.2% | 42,068 | $1.6M |
| J. Derek Lewis & Associates Inc. | 0.36% | Add +9.3% | 41,550 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.02% | Reduce -3.1% | 41,441 | $1.6M |
| XY Planning Network, Inc. | 0.25% | Add +1.7% | 40,152 | $1.6M |
| Arcadia Wealth Management, LLC | 0.57% | Reduce -12.9% | 40,496 | $1.6M |
| Heritage Investment Group, Inc. | 0.24% | Reduce -2.5% | 40,405 | $1.6M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -1.7% | 40,311 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +37.6% | 40,280 | $1.6M |
| Meritas Wealth Management, LLC | 0.71% | No change | 40,093 | $1.6M |
| Demming Financial Services Corp. | 1.11% | Add +24.9% | 39,391 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -71.4% | 39,318 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 39,152 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +220.2% | 38,549 | $1.5M |
| Infinity Wealth Counsel, LLC | 1.37% | Add +7.5% | 38,340 | $1.5M |
| WMS Group LLC | 2.14% | Reduce -0.2% | 37,857 | $1.5M |
| Cwm, LLC | 0.00% | Reduce -9.1% | 37,506 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.48% | Reduce -0.6% | 38,297 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -2.8% | 36,801 | $1.4M |
| Keel Point, LLC | 0.09% | Reduce -5.2% | 36,257 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +16.0% | 36,034 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.40% | Add +23.9% | 35,040 | $1.4M |
| Silver Grove Financial Group, Inc. | 1.10% | Add +92.7% | 34,987 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -8.8% | 34,400 | $1.3M |
| Abel Hall, LLC | 0.28% | Add +0.0% | 34,033 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +2.0% | 33,713 | $1.3M |
| CSP Financial Group, LLC | 1.33% | — | 33,369 | $1.3M |
| Second Half Financial Partners, LLC | 0.58% | Add +8.3% | 33,173 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | No change | 33,089 | $1.3M |
| Strategent Financial, LLC | 0.87% | Reduce -3.3% | 33,009 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +13.7% | 32,854 | $1.3M |
| Seneschal Advisors, LLC | 0.93% | Reduce -6.4% | 32,304 | $1.3M |
| Longview Financial Advisors LLC | 0.68% | Reduce -5.6% | 32,155 | $1.3M |
| KPP Advisory Services LLC | 0.18% | Add +0.1% | 31,983 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 31,946 | $1.2M |
| Squire Investment Management Company, LLC | 0.34% | Add +8.7% | 31,853 | $1.2M |
| Scratch Capital LLC | 0.71% | Add +1.4% | 31,843 | $1.2M |
| SLT Holdings LLC | 0.88% | Add +0.5% | 31,732 | $1.2M |
| Bryant Woods Investment Advisors, LLC | 0.45% | Add +25.2% | 31,653 | $1.2M |
| Satovsky Asset Management LLC | 0.22% | Add +91.8% | 31,579 | $1.2M |
| Vestia Personal Wealth Advisors | 0.57% | Reduce -7.5% | 31,257 | $1.2M |
| Lam Group, Inc. | 0.67% | Reduce -4.9% | 31,255 | $1.2M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.91% | Reduce -6.0% | 30,895 | $1.2M |
| Ballentine Capital Advisors, Inc | 0.50% | Reduce -0.2% | 30,842 | $1.2M |
| WealthSpring Partners, LLC | 1.09% | Reduce -2.6% | 30,619 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -84.1% | 30,420 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.5% | 29,705 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -1.0% | 29,630 | $1.2M |
| Samalin Investment Counsel, LLC | 0.41% | Add +2.8% | 29,490 | $1.1M |
| Ballast Rock Private Wealth LLC | 0.63% | Reduce -4.2% | 29,421 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Add +0.8% | 29,344 | $1.1M |
| Balanced Rock Investment Advisors LLC | 0.80% | Add +8.1% | 29,324 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +29480.8% | 29,285 | $1.1M |
| Topsail Wealth Management, LLC | 0.17% | Add +2.8% | 29,040 | $1.1M |
| Pillar Financial Advisors, LLC | 0.66% | Reduce -2.1% | 28,919 | $1.1M |
| Riverchase Wealth Management, LLC | 0.58% | Reduce -7.0% | 28,432 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 28,331 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 27,956 | $1.1M |
| Tranquility Partners, LLC | 0.41% | Add +2.2% | 27,513 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +0.1% | 27,332 | $1.1M |
| Passive Capital Management, LLC. | 0.32% | Reduce -1.0% | 27,266 | $1.1M |
| Arbor Investment Advisors, LLC | 0.14% | Add +0.2% | 27,051 | $1.1M |
| Darden Wealth Group Inc | 0.52% | Reduce -11.8% | 26,170 | $1.0M |
| BAM Wealth Management, LLC | 0.76% | Reduce -3.6% | 26,048 | $1.0M |
| Barrett & Company, Inc. | 0.34% | Add +1.6% | 25,461 | $992K |
| Williams & Novak, LLC | 0.74% | Add +130.3% | 25,023 | $989K |
| Eldridge Investment Advisors, Inc. | 0.22% | Add +0.8% | 25,276 | $985K |
| Foundry Financial LLC | 0.41% | Reduce -31.4% | 25,129 | $979K |
| Marshall Financial Group, LLC | 0.16% | Reduce -1.5% | 24,881 | $969K |
| Essex Financial Services, Inc. | 0.05% | Add +85.4% | 24,554 | $957K |
| Wells Fargo & Company | 0.00% | Add +156.0% | 24,334 | $948K |
| Entelevest, LLC | 0.97% | Add +6.1% | 24,234 | $944K |
| Beverly Hills Private Wealth, LLC | 0.16% | No change | 24,175 | $942K |
| Sterling Wealth Management, Inc. | 0.26% | Add +0.1% | 24,066 | $938K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Add +55.9% | 23,455 | $928K |
| BOS Asset Management, LLC | 0.23% | Add +0.0% | 23,452 | $914K |
| Landmark Wealth Management, Inc. | 0.34% | Reduce -1.3% | 23,337 | $909K |
| Collective Family Office LLC | 0.20% | Reduce -1.5% | 23,301 | $908K |
| JDH Wealth Management, LLC | 0.60% | Reduce -3.6% | 22,933 | $893K |
| Worth Asset Management, LLC | 0.33% | New | 22,787 | $888K |
| Forthright Family Wealth Advisory LLC | 0.60% | Add +133.3% | 29,370 | $888K |
| Montis Financial, LLC | 0.18% | Reduce -12.9% | 22,663 | $883K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +5.7% | 22,037 | $859K |
| VSM Wealth Advisory, LLC | 0.26% | Reduce -0.1% | 22,027 | $858K |
| Strathmore Capital Advisors, Inc. | 0.24% | Add +39.1% | 21,016 | $856K |
| Professional Financial Solutions LLC | 0.76% | Add +1.4% | 21,811 | $850K |
| Sensenig Capital Advisors, Inc | 0.86% | Reduce -9.8% | 21,454 | $836K |
| Shore Point Advisors, LLC | 0.33% | Reduce -28.7% | 21,378 | $833K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Add +0.1% | 21,174 | $825K |
| Porter White Investment Advisors, Inc. | 0.32% | Reduce -4.7% | 20,670 | $805K |
| WMG Financial Advisors, LLC | 0.33% | Reduce -1.5% | 20,504 | $799K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -1.0% | 20,365 | $793K |
| SWF LLC | 0.07% | Add +13.6% | 20,358 | $793K |
| Rialto Wealth Management, LLC | 0.17% | Add +27.8% | 19,882 | $775K |
| Roundview Capital LLC | 0.05% | Add +0.0% | 19,801 | $771K |
| Darrow Company, Inc. | 0.34% | No change | 19,654 | $766K |
| Cahill Financial Advisors Inc. | 0.08% | New | 19,416 | $756K |
| Selective Wealth Management, Inc. | 0.22% | New | 18,543 | $744K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -4.2% | 19,085 | $744K |
| Francis Financial, Inc. | 0.14% | No change | 18,901 | $736K |
| Kaufman Rossin Wealth, LLC | 0.42% | Reduce -4.6% | 18,868 | $735K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 18,861 | $735K |
| Wealth Architects, LLC | 0.07% | Add +0.2% | 18,844 | $734K |
| Kovack Advisors, Inc. | 0.04% | Add +7.6% | 18,807 | $733K |
| Eastover Investment Advisors LLC | 0.31% | No change | 18,777 | $732K |
| Gemmer Asset Management LLC | 0.06% | Add +0.1% | 18,276 | $712K |
| Pinnacle Family Advisors, LLC | 0.32% | Reduce -1.8% | 17,697 | $689K |
| Foundation Wealth Management, LLC\PA | 0.24% | No change | 17,547 | $684K |
| V2 Financial group LLC | 0.32% | New | 17,528 | $683K |
| Victory Financial Group, LLC | 0.08% | New | 17,190 | $670K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +339.7% | 17,185 | $670K |
| Visionary Horizons, LLC | 0.33% | Add +8.5% | 17,120 | $667K |
| Morris Financial Concepts, Inc. | 0.22% | Reduce -1.5% | 16,801 | $655K |
| IHT Wealth Management, LLC | 0.02% | Add +24.8% | 16,778 | $654K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.1% | 16,596 | $647K |
| Sterneck Capital Management, LLC | 0.28% | No change | 16,270 | $634K |
| Investment Advisory Group, LLC | 0.16% | Add +40.2% | 16,239 | $633K |
| Seed Wealth Management, Inc. | 0.43% | No change | 16,070 | $626K |
| Navigate Wealth Management, LLC | 0.44% | — | 15,253 | $621K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +26.9% | 15,819 | $616K |
| Studio Investment Management LLC | 0.11% | Add +2.2% | 15,756 | $614K |
| RCS Financial Planning, LLC | 0.32% | Reduce -3.9% | 15,714 | $612K |
| ATLas Financial Planning LLC | 0.55% | Add +0.0% | 15,667 | $610K |
| Gradient Capital Advisors, LLC | 0.16% | Reduce -1.1% | 15,599 | $608K |
| Accurate Wealth Management, LLC | 0.07% | New | 14,767 | $605K |
| HMV Wealth Advisors, LLC | 0.28% | Add +35.3% | 15,431 | $601K |
| Assetmark, Inc. | 0.00% | Add +30.2% | 14,557 | $567K |
| Tru Independence Asset Management 2, LLC | 0.35% | Add +0.0% | 14,550 | $567K |
| Ballast Financial Advisors LLC | 0.58% | Add +1.7% | 14,521 | $566K |
| Cibc World Market Inc. | 0.00% | Add +10.6% | 14,494 | $565K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -1.7% | 14,488 | $564K |
| Quadcap Wealth Management, LLC | 0.06% | Add +2.0% | 14,352 | $559K |
| BlackRock, Inc. | 0.00% | Add +38.6% | 14,348 | $559K |
| Perennial Investment Advisors, LLC | 0.04% | Add +9.8% | 14,341 | $559K |
| L.K. Benson & Company, P.C. | 0.18% | Reduce -0.3% | 14,241 | $555K |
| Cambridge Financial Group, LLC | 0.18% | Reduce -32.1% | 14,015 | $546K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | New | 13,784 | $537K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 13,695 | $534K |
| Tassel Capital Management, Inc. | 0.29% | Reduce -5.0% | 13,658 | $532K |
| Wheels Up Wealth, Inc. | 0.49% | Reduce -15.8% | 13,444 | $524K |
| Five Oceans Advisors | 0.19% | Add +0.1% | 13,442 | $524K |
| Stewardship Advisors, LLC | 0.12% | Reduce -0.7% | 13,206 | $515K |
| Compound Planning, Inc. | 0.02% | Add +41.0% | 13,142 | $512K |
| C M Bidwell & Associates Ltd. | 0.23% | No change | 12,897 | $502K |
| Vistica Wealth Advisors, LLC | 0.50% | No change | 12,845 | $500K |
| Lexington Hill Partners, LLC | 0.28% | Reduce -1.4% | 12,825 | $500K |
| Intrepid Financial Planning Group LLC | 0.20% | New | 12,805 | $499K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +448.0% | 12,753 | $497K |
| Canvas Wealth Advisors, LLC | 0.08% | Reduce -9.7% | 12,726 | $496K |
| Donalies Financial Planning, LLC | 0.41% | Add +7.0% | 12,487 | $486K |
| Tilia Fiduciary Partners, Inc. | 0.27% | Reduce -4.2% | 12,393 | $483K |
| Dana Investment Advisors, Inc. | 0.01% | New | 11,944 | $465K |
| M Holdings Securities, Inc. | 0.03% | Reduce -0.6% | 11,611 | $452K |
| Causey Wealth LLC | 0.19% | New | 11,500 | $448K |
| Stratos Investment Management, LLC | 0.02% | Add +2.7% | 11,475 | $447K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -14.0% | 11,340 | $442K |
| Faithward Advisors, LLC | 0.06% | Reduce -14.6% | 11,324 | $441K |
| Modern Wealth Management, LLC | 0.01% | Add +35.1% | 11,146 | $441K |
| Facet Wealth, Inc. | 0.01% | New | 11,245 | $438K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $437K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -3.3% | 11,209 | $437K |
| Lewis Asset Management, LLC | 0.18% | New | 11,040 | $430K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +1.9% | 10,997 | $428K |
| Blue Trust, Inc. | 0.00% | No change | 10,887 | $424K |
| Prosperity Advisers, LLC | 0.35% | Add +23.4% | 10,801 | $421K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,759 | $419K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 10,734 | $418K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,626 | $414K |
| Lakeridge Wealth Management LLC | 0.18% | Reduce -14.2% | 10,604 | $413K |
| Core Wealth Management, Inc. | 0.13% | No change | 10,599 | $413K |
| US Bancorp \de | 0.00% | Add +14.6% | 10,414 | $406K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.4% | 10,305 | $401K |
| Retirement Planning Group, LLC | 0.01% | Add +0.3% | 10,267 | $400K |
| Kintra Wealth, LLC | 0.03% | New | 10,183 | $397K |
| Hanover Advisors Inc. | 0.16% | Add +14.1% | 10,141 | $395K |
| BIP Wealth, LLC | 0.02% | New | 10,135 | $395K |
| Fiduciary Alliance LLC | 0.02% | New | 9,541 | $394K |
| AlphaCore Capital LLC | 0.01% | No change | 10,115 | $394K |
| Emprise Bank | 0.16% | Reduce -15.4% | 10,047 | $391K |
| Burney Co./ | 0.01% | Reduce -0.8% | 10,041 | $391K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.1% | 9,990 | $389K |
| Dixon Fnancial Services, Inc. | 0.17% | Add +2.9% | 9,980 | $389K |
| Narus Financial Partners, LLC | 0.10% | Reduce -3.1% | 9,909 | $386K |
| Longview Financial Advisors, Inc. | 0.23% | No change | 9,827 | $383K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -14.5% | 9,758 | $380K |
| Sprinkle Financial Consultants LLC | 0.17% | Add +0.3% | 9,616 | $375K |
| RS Crum Inc. | 0.07% | Add +2.5% | 9,616 | $375K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +74.8% | 9,613 | $374K |
| Vigil Wealth Management, LLC | 0.30% | Reduce -0.7% | 9,590 | $374K |
| Clear Investment Research, LLC | 0.58% | Add +0.1% | 9,559 | $372K |
| Momentous Wealth Management, Inc. | 0.21% | New | 9,433 | $368K |
| Cardinal Point Capital Management ULC | 0.02% | Add +0.3% | 9,392 | $366K |
| Bright Futures Wealth Management, LLC. | 0.25% | Add +0.9% | 9,371 | $365K |
| Fortress Financial Group, LLC | 0.27% | New | 9,355 | $364K |
| K2 Financial Inc. | 0.26% | Reduce -1.1% | 8,855 | $362K |
| Keybank National Association | 0.00% | Reduce -37.1% | 9,199 | $358K |
| Bayshore Asset Management, LLC | 0.14% | Add +2.8% | 9,123 | $355K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,095 | $354K |
| Ruedi Wealth Management, Inc. | 0.09% | Reduce -5.5% | 9,056 | $353K |
| Wall Capital Group, Inc. | 0.38% | Add +8.1% | 9,038 | $352K |
| Millington Financial Advisors, LLC | 0.15% | No change | 8,611 | $350K |
| marrick wealth, LLC | 0.29% | No change | 8,934 | $348K |
| Abacus Wealth Partners, LLC | 0.03% | New | 8,919 | $348K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 8,732 | $340K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -1.4% | 8,684 | $338K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -1.4% | 8,684 | $338K |
| Archer Investment Management, LLC | 0.14% | Reduce -35.0% | 8,566 | $334K |
| Beacon Financial Strategies CORP | 0.18% | Add +0.0% | 8,289 | $323K |
| Tableaux LLC | 0.16% | No change | 8,284 | $323K |
| Park Edge Advisors, LLC | 0.07% | New | 8,283 | $323K |
| Rossby Financial, LCC | 0.07% | Add +363.8% | 8,102 | $320K |
| Elevation Wealth Partners, LLC | 0.11% | Add +0.3% | 8,188 | $319K |
| Helium Advisors LLC | 0.30% | New | 8,100 | $316K |
| Partners in Financial Planning | 0.05% | New | 8,100 | $316K |
| Smithfield Trust Co | 0.01% | No change | 8,100 | $315K |
| Echo Wealth Management, LLC | 0.18% | New | 8,043 | $313K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 7,968 | $310K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.4% | 7,926 | $309K |
| Financial Harvest, LLC | 0.18% | Add +0.0% | 7,911 | $308K |
| Vertex Planning Partners, LLC | 0.06% | Add +2.5% | 7,863 | $306K |
| Principal Securities, Inc. | 0.00% | Add +1.2% | 7,846 | $306K |
| Opus Financial Solutions LLC | 0.29% | Add +29.9% | 7,844 | $306K |
| Voisard Asset Management Group, Inc. | 0.07% | Add +6.5% | 7,816 | $305K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -39.7% | 7,807 | $304K |
| HRT Financial LP | 0.00% | New | 7,756 | $302K |
| Warwick Investment Management, Inc. | 0.04% | Add +3.1% | 7,693 | $300K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 7,626 | $297K |
| Stone Summit Wealth LLC | 0.08% | Reduce -12.6% | 7,569 | $295K |
| Ritholtz Wealth Management | 0.01% | Reduce -38.6% | 7,569 | $295K |
| HBE Wealth Management, LLC | 0.26% | New | 7,518 | $293K |
| Nwam LLC | 0.02% | New | 7,457 | $291K |
| Balance Wealth Partners LLC | 0.09% | Reduce -7.5% | 7,422 | $289K |
| Mayport, LLC | 0.05% | New | 7,385 | $288K |
| Ariadne Wealth Management, LP | 0.13% | Add +0.0% | 7,339 | $286K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,314 | $285K |
| KFG Wealth Management, LLC | 0.04% | Add +0.1% | 7,303 | $285K |
| Platt Wealth Management LLC | 0.28% | Add +0.0% | 7,279 | $283K |
| Orcam Financial Group | 0.20% | No change | 7,262 | $283K |
| Forefront Wealth Partners, LLC | 0.12% | New | 7,261 | $283K |
| KM Capital Management Ltd. | 0.19% | Reduce -24.7% | 6,747 | $281K |
| Hartmann Taylor Wealth Management, LLC | 0.19% | No change | 7,205 | $281K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $281K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Add +21.7% | 6,901 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.1% | 7,159 | $279K |
| Disciplined Investors, L.L.C. | 0.17% | No change | 7,130 | $278K |
| Smith & Howard Wealth Management, LLC | 0.06% | New | 7,101 | $277K |
| Maripau Wealth Management LLC | 0.12% | Add +0.3% | 7,098 | $277K |
| JM2 Capital Inc. | 0.23% | Add +1.1% | 7,080 | $276K |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.0% | 7,000 | $273K |
| Accretive Wealth Partners, LLC | 0.08% | New | 6,992 | $272K |
| Thryve Wealth Management LLC | 0.18% | New | 6,938 | $270K |
| WorthPointe, LLC | 0.07% | Reduce -0.9% | 6,881 | $268K |
| Aspiriant, LLC | 0.01% | New | 6,863 | $267K |
| Belleair Asset Management, LLC | 0.24% | New | 6,843 | $267K |
| Novak & Powell Financial Services, Inc. | 0.14% | Add +3.9% | 6,793 | $265K |
| Vestor Capital, LLC | 0.02% | Reduce -41.9% | 6,788 | $264K |
| Cogent Strategic Wealth LLC | 0.27% | Reduce -0.5% | 6,672 | $260K |
| Wealthcare Capital Management LLC | 0.03% | New | 6,655 | $259K |
| Freedom Financial Partners LLC | 0.09% | Reduce -2.3% | 6,616 | $258K |
| Integrity Alliance, Llc. | 0.01% | No change | 6,603 | $257K |
| Optivise Advisory Services LLC | 0.15% | No change | 6,572 | $256K |
| JMG Financial Group, Ltd. | 0.01% | New | 6,479 | $252K |
| James J. Burns & Company, LLC | 0.03% | Reduce -2.4% | 6,403 | $249K |
| Barnes Pettey Financial Advisors, LLC | 0.11% | New | 6,367 | $248K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | New | 6,353 | $248K |
| Balboa Wealth Partners | 0.04% | New | 6,255 | $244K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -49.6% | 6,217 | $242K |
| Advyzon Investment Management, LLC | 0.02% | New | 6,182 | $241K |
| Ameriprise Financial Inc. | 0.00% | Reduce -52.7% | 6,180 | $241K |
| OMNI 360 Wealth, Inc. | 0.12% | No change | 6,175 | $241K |
| Vawter Financial, Ltd. | 0.10% | Reduce -36.3% | 6,147 | $239K |
| Jones Financial Companies LLLP | 0.00% | Add +649.3% | 6,294 | $238K |
| HBK Sorce Advisory LLC | 0.00% | New | 5,705 | $237K |
| Fidelis Capital Partners, LLC | 0.02% | New | 6,010 | $234K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 5,997 | $234K |
| Sepio Capital, LP | 0.01% | No change | 5,976 | $233K |
| CoreCap Advisors, LLC | 0.01% | Add +9.7% | 5,929 | $231K |
| Bridges Investment Management Inc. | 0.00% | New | 5,815 | $227K |
| BSW Wealth Partners | 0.03% | No change | 5,774 | $225K |
| Total Clarity Wealth Management, Inc. | 0.05% | Reduce -20.6% | 5,770 | $225K |
| Bay Capital Advisors, LLC | 0.14% | Reduce -14.1% | 5,754 | $224K |
| Visionary Wealth Advisors | 0.01% | New | 5,738 | $224K |
| Cary Street Partners Financial LLC | 0.01% | Add +70.8% | 5,730 | $223K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 5,701 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,656 | $220K |
| Allstreet Capital Advisors LLC | 0.16% | Add +0.2% | 5,637 | $220K |
| Pinney & Scofield, Inc. | 0.12% | Add +24.9% | 5,632 | $219K |
| Bannerstone Capital Management, LLC | 0.20% | Add +3.5% | 5,629 | $219K |
| Fisher Asset Management | 0.00% | New | 5,624 | $219K |
| Simplicity Wealth,LLC | 0.01% | No change | 5,560 | $217K |
| Ascent Group, LLC | 0.01% | No change | 5,503 | $214K |
| Choreo, LLC | 0.00% | New | 5,289 | $206K |
| Prosperitas Financial LLC | 0.08% | New | 5,217 | $203K |
| Valeo Financial Advisors, LLC | 0.00% | New | 5,186 | $202K |
| Fairscale Capital, LLC | 0.13% | Add +0.5% | 4,974 | $194K |
| Nalls Sherbakoff Group, LLC | 0.14% | Add +39.3% | 4,710 | $183K |
| Acropolis Investment Management, LLC | 0.01% | New | 4,582 | $179K |
| Sittner & Nelson, LLC | 0.06% | No change | 4,409 | $172K |
| Wellington-Altus USA Inc. | 0.10% | No change | 4,145 | $171K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.1% | 4,126 | $161K |
| IFG Advisory, LLC | 0.45% | Reduce -88.4% | 4,063 | $158K |
| Asset Dedication, LLC | 0.01% | Reduce -87.8% | 3,955 | $154K |
| Reyes Financial Architecture, Inc. | 0.12% | New | 3,903 | $152K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.6% | 3,887 | $151K |
| Kings Path Partners LLC | 0.05% | No change | 3,538 | $138K |
| Claris Financial LLC | 0.07% | New | 3,092 | $120K |
| Colonial Trust Co / SC | 0.02% | No change | 2,859 | $111K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 2,921 | $111K |
| Vanguard Advisers Inc. | 0.00% | — | 2,690 | $105K |
| Smallwood Wealth Investment Management, LLC | 0.05% | Add +130.6% | 2,583 | $101K |
| Orion Capital Management LLC | 0.03% | No change | 2,526 | $98K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.3% | 2,430 | $95K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,314 | $90K |
| Fortitude Family Office, LLC | 0.02% | Add +5.7% | 1,921 | $75K |
| National Bank of Canada | 0.00% | Reduce -17.8% | 1,919 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $74K |
| Synergy Investment Management, LLC | 0.02% | New | 1,864 | $73K |
| Abound Wealth Management | 0.02% | New | 1,832 | $71K |
| Wealth Preservation Advisors, LLC | 0.06% | No change | 1,759 | $69K |
| Horizon Financial Services, LLC | 0.03% | New | 1,629 | $63K |
| UMB Bank, n.a. | 0.00% | No change | 1,590 | $62K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 1,553 | $61K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.3% | 1,525 | $59K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,204 | $47K |
| Fort Vancouver Investment Management, LLC | 0.02% | Reduce -2.0% | 1,156 | $45K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.1% | 1,120 | $44K |
| Phillips Financial Management, LLC | 0.00% | Reduce -57.8% | 980 | $38K |
| Family Manage LLC | 0.00% | New | 960 | $37K |
| Triumph Capital Management | 0.01% | Reduce -48.1% | 931 | $36K |
| Coston, McIsaac & Partners | 0.01% | Add +328.3% | 938 | $36K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +0.2% | 846 | $33K |
| Wellington Grp LLC | 0.01% | No change | 841 | $33K |
| RHL Group, LLC | 0.02% | Reduce -4.9% | 741 | $29K |
| Benson Wealth Management INC | 0.04% | No change | 730 | $28K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -4.1% | 700 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 681 | $27K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $23K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 516 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 467 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -68.9% | 452 | $18K |
| Dunhill Financial, LLC | 0.00% | No change | 430 | $17K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 348 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 326 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +139.2% | 311 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 306 | $12K |
| Quent Capital, LLC | 0.00% | Add +4.5% | 257 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 247 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 150 | $6K |
| Creative Capital Management Investments LLC | 0.00% | No change | 146 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 96 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 91 | $4K |
| MCF Advisors LLC | 0.00% | No change | 85 | $3K |
| CX Institutional | 0.00% | Reduce -95.4% | 70 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 52 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 33 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 18 | $701 |
| West Financial Advisors, LLC | 0.00% | No change | 8 | $312 |
| Sound Income Strategies, LLC | 0.00% | Add +100.0% | 2 | $64 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.