Dimensional InternationalDFAIETF
13F holders, Q2 2026 (June 30)830holders +32
61new positions
27sold out
2famous investors
$41.24avg. 13F price*
At the end of Q2 2026, 830 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 32 from Q1 2026. 61 opened new positions and 27 sold out. The largest holders were Envestnet Asset Management Inc. ($1.1B), First Command Advisory Services, Inc. ($630.0M) and Prudential Financial Inc. ($616.6M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $111.4M |
| Exits | 27 | $30.1M |
All 13F filers, Q1 2026 → Q2 2026: 34,256,823 shares bought and 9,536,496 shares sold, net +24,720,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 830 holders
| Envestnet Asset Management Inc. | 0.27% | Add +7.0% | 27,763,226 | $1.1B |
| First Command Advisory Services, Inc. | 3.75% | Add +2.4% | 15,272,021 | $630.0M |
| Prudential Financial Inc. | 0.67% | Add +32.8% | 14,948,542 | $616.6M |
| Bank of America Corp. | 0.03% | Add +17.0% | 10,409,354 | $429.4M |
| &partners | 1.67% | Add +7.9% | 9,826,699 | $405.6M |
| Northern Trust Corp. | 0.04% | Add +14.4% | 7,867,848 | $324.5M |
| SYM FINANCIAL Corp | 22.31% | Add +3.2% | 6,729,230 | $277.6M |
| Royal Bank of Canada | 0.05% | Add +9.7% | 6,472,722 | $267.0M |
| Coldstream Capital Management Inc. | 2.94% | Reduce -49.5% | 5,636,392 | $232.5M |
| LPL Financial LLC | 0.04% | Add +18.4% | 4,754,034 | $196.1M |
| UBS Group AG | 0.03% | Add +8.9% | 4,567,118 | $188.4M |
| Root Financial Partners, LLC | 7.26% | Add +8.7% | 4,528,406 | $186.8M |
| Vise Technologies, Inc. | 2.10% | Add +31.9% | 4,495,210 | $185.4M |
| Mariner, LLC | 0.19% | Add +1.6% | 4,350,104 | $179.4M |
| MAI Capital Management | 0.65% | Add +250.0% | 4,171,293 | $172.1M |
| Annex Advisory Services, LLC | 2.91% | Add +5.5% | 4,128,690 | $170.3M |
| Moisand Fitzgerald Tamayo, LLC | 14.88% | Add +2.6% | 3,693,307 | $152.3M |
| McKinley Carter Wealth Services, Inc. | 7.75% | Add +4.4% | 3,637,438 | $150.0M |
| HighTower Advisors, LLC | 0.14% | Add +36.9% | 3,441,572 | $142.0M |
| Corient Private Wealth LP | 0.18% | Reduce -4.5% | 3,074,543 | $126.8M |
| Mercer Global Advisors Inc. | 0.15% | Add +24.4% | 2,972,994 | $122.6M |
| Pure Financial Advisors, LLC | 1.55% | Reduce -0.7% | 2,926,491 | $120.7M |
| LVZ, Inc. | 12.23% | Add +0.8% | 2,918,971 | $120.4M |
| Clearstead Advisors, LLC | 1.11% | Add +4.8% | 2,844,690 | $117.3M |
| Sequoia Financial Advisors, LLC | 0.58% | Add +4.1% | 2,827,567 | $116.6M |
| One Capital Management, LLC | 3.21% | No change | 2,955,353 | $115.1M |
| OneDigital Investment Advisors LLC | 0.96% | Add +0.4% | 2,752,464 | $113.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +12.0% | 2,631,810 | $108.6M |
| First National Bank of Omaha | 3.04% | Add +3.1% | 2,615,704 | $107.9M |
| Cetera Investment Advisers | 0.10% | Add +13.3% | 2,594,607 | $107.0M |
| Klaas Financial Asset Advisors, LLC | 12.54% | Add +5.9% | 2,440,834 | $100.7M |
| Focus Partners Advisor Solutions, LLC | 0.84% | Add +8.6% | 2,413,701 | $99.6M |
| Apollon Wealth Management, LLC | 1.20% | Add +54.4% | 2,401,287 | $99.1M |
| Maseco LLP | 2.76% | Add +4.9% | 2,378,111 | $98.1M |
| Beacon Pointe Advisors, LLC | 0.44% | Add +6.5% | 2,289,576 | $94.4M |
| Marquette Asset Management, LLC | 11.93% | Add +1.3% | 2,244,990 | $92.6M |
| Focus Partners Wealth | 0.09% | Reduce -1.5% | 2,242,095 | $92.5M |
| Zhang Financial LLC | 2.54% | Add +14.5% | 2,110,994 | $87.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.6% | 2,007,093 | $82.8M |
| Wealthspire Advisors, LLC | 0.45% | Add +0.6% | 2,002,126 | $82.6M |
| Cerity Partners LLC | 0.10% | Add +53.7% | 1,961,478 | $80.9M |
| RAM Investment Partners, LLC | 12.76% | Add +1.3% | 1,934,044 | $79.8M |
| Berman McAleer LLC | 8.71% | Reduce -0.3% | 1,823,537 | $75.2M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 1,815,369 | $74.9M |
| Savant Capital, LLC | 0.22% | Add +42.6% | 1,803,215 | $74.9M |
| Financial Management Professionals, Inc. | 6.78% | Add +2.3% | 1,734,115 | $71.5M |
| WNY Asset Management, LLC | 6.23% | Add +16.9% | 1,686,967 | $69.6M |
| Brighton Jones LLC | 1.27% | Add +4.8% | 1,660,158 | $68.5M |
| Bedel Financial Consulting, Inc. | 6.26% | Add +3.6% | 1,582,438 | $65.3M |
| Bridgewater Advisors Inc. | 3.44% | Add +5.6% | 1,493,788 | $63.1M |
| RVW Wealth, LLC | 4.15% | Add +4.9% | 1,527,623 | $63.0M |
| Pioneer Wealth Management Group | 15.12% | Add +6.8% | 1,517,600 | $62.6M |
| Wealth Dimensions Group, Ltd. | 10.81% | Add +2.9% | 1,463,610 | $60.4M |
| First National Advisers, LLC | 8.35% | Reduce -1.3% | 1,441,680 | $59.5M |
| Aptus Capital Advisors, LLC | 0.43% | Add +81.0% | 1,437,130 | $59.3M |
| NewEdge Advisors, LLC | 0.17% | Add +9.0% | 1,398,059 | $57.7M |
| Osaic Holdings, Inc. | 0.07% | Add +14.4% | 1,342,622 | $55.4M |
| Aquire Wealth Advisors, LLC | 12.43% | Add +7.7% | 1,314,008 | $54.2M |
| Harbour Investments, Inc. | 0.71% | Add +0.0% | 1,275,139 | $52.6M |
| Great Point Wealth Advisors, LLC | 8.49% | Add +3.9% | 1,274,802 | $52.6M |
| Raymond James Financial Inc. | 0.01% | Add +4.3% | 1,261,396 | $52.0M |
| Spinnaker Investment Group, LLC | 8.34% | Add +15.8% | 1,261,262 | $52.0M |
| Kestra Investment Management, LLC | 1.00% | Reduce -31.0% | 1,246,705 | $51.4M |
| Mather Group, Llc. | 0.44% | Add +5.8% | 1,221,090 | $50.4M |
| Everhart Financial Group, Inc. | 3.18% | Add +16.9% | 1,206,275 | $49.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.4% | 1,161,885 | $48.3M |
| Sax Wealth Advisors, LLC | 1.95% | Add +28.4% | 1,229,643 | $47.9M |
| Apella Capital, LLC | 0.66% | Add +0.7% | 1,121,313 | $46.6M |
| Arista Wealth Management, LLC | 4.79% | Add +3.2% | 1,077,141 | $44.4M |
| HighPoint Advisor Group LLC | 1.56% | Add +2.6% | 1,072,064 | $44.2M |
| JFS Wealth Advisors, LLC | 2.20% | Add +5.4% | 1,067,709 | $44.0M |
| Stadion Money Management, LLC | 3.79% | Reduce -3.4% | 1,067,068 | $44.0M |
| Baird Financial Group, Inc. | 0.06% | Add +6.5% | 1,033,393 | $42.6M |
| Private Advisor Group, LLC | 0.19% | Reduce -11.4% | 1,023,663 | $42.2M |
| Pathstone Holdings, LLC | 0.12% | Add +34.5% | 1,017,129 | $42.0M |
| Chico Wealth RIA | 21.85% | Add +1.5% | 1,016,596 | $41.9M |
| Annandale Capital, LLC | 6.16% | Add +9.9% | 1,007,698 | $41.6M |
| Mission Wealth Management, LP | 0.52% | Add +9.8% | 1,007,007 | $41.5M |
| Perigon Wealth Management, LLC | 0.65% | Add +0.3% | 1,002,180 | $41.3M |
| Smartleaf Asset Management LLC | 1.30% | No change | 975,380 | $40.1M |
| Wealthquest Corp | 2.52% | Add +33.0% | 969,967 | $40.0M |
| Earned Wealth Advisors, LLC | 2.58% | Add +0.1% | 969,277 | $40.0M |
| Prudent Man Investment Management, Inc. | 13.52% | Reduce -1.5% | 1,040,170 | $39.6M |
| SC&H Financial Advisors, Inc. | 5.21% | Add +2.2% | 952,732 | $39.3M |
| Crusonia Wealth Advisors LLC | 6.44% | Add +7.1% | 950,528 | $39.2M |
| MML Investors Services, LLC | 0.08% | Add +11.6% | 919,814 | $37.9M |
| Pallas Capital Advisors LLC | 1.17% | Add +6.9% | 919,539 | $37.9M |
| Consilium Wealth Advisory, LLC | 10.96% | Add +4.2% | 894,894 | $36.9M |
| Monument Group Wealth Advisors, LLC | 17.05% | Add +6.0% | 860,976 | $35.5M |
| LRI Investments, LLC | 2.77% | Reduce -0.8% | 837,560 | $34.5M |
| Financial Alternatives, Inc | 17.00% | Add +0.8% | 836,269 | $34.5M |
| IMA Advisory Services, Inc. | 2.15% | New | 830,927 | $34.3M |
| Trinity Financial Advisors LLC | 8.73% | Reduce -0.2% | 823,726 | $34.0M |
| Valued Wealth Advisors LLC | 12.19% | Add +2.8% | 813,233 | $33.5M |
| Joseph Group Capital Management | 6.81% | Reduce -0.1% | 785,542 | $32.4M |
| Amicus Financial Advisors, LLC | 7.95% | Reduce -6.8% | 784,617 | $32.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.83% | Add +2.6% | 779,443 | $32.2M |
| Physician Wealth Advisors, Inc. | 3.81% | Add +1.2% | 772,680 | $31.9M |
| Plancorp, LLC | 0.77% | Add +27.6% | 768,347 | $31.7M |
| Kure Advisory, LLC | 15.01% | Add +5.9% | 767,412 | $31.7M |
| Betterment LLC | 0.05% | Add +1.3% | 767,154 | $31.6M |
| Fiduciary Financial Group, LLC | 3.53% | Add +9.9% | 755,888 | $31.2M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +23.5% | 747,913 | $30.9M |
| Curated Wealth Partners LLC | 3.51% | Add +4.4% | 735,149 | $30.3M |
| World Investment Advisors | 0.49% | Reduce 0.0% | 766,553 | $29.9M |
| AE Wealth Management LLC | 0.14% | Add +4.3% | 723,928 | $29.9M |
| Fonville Wealth Management LLC | 4.87% | Add +13.9% | 722,448 | $29.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.5% | 721,193 | $29.7M |
| Forum Private Client Group LLC | 8.63% | Add +10.2% | 702,969 | $29.0M |
| Jane Street Group, LLC | 0.02% | Add +225.9% | 700,099 | $28.9M |
| Allworth Financial LP | 0.12% | Reduce -11.0% | 693,095 | $28.6M |
| Creative Planning | 0.02% | Reduce -1.5% | 686,795 | $28.3M |
| DecisionPoint Financial, LLC | 5.18% | Reduce -0.3% | 680,856 | $28.0M |
| Evanson Financial, LLC | 1.34% | — | 664,575 | $27.4M |
| Chicago Partners Investment Group LLC | 0.55% | Add +4.9% | 665,070 | $27.4M |
| Advisory Alpha, LLC | 0.66% | Add +8.9% | 648,270 | $26.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.1% | 645,345 | $26.6M |
| Highland Investment Advisors LLC | 11.41% | — | 634,474 | $26.2M |
| Brogan Financial, Inc. | 10.45% | Add +0.7% | 632,309 | $26.1M |
| D.A. Davidson & Co. | 0.14% | Add +5.9% | 627,900 | $25.9M |
| Heritage Wealth Management, Inc./Texas | 9.87% | Reduce -0.3% | 621,176 | $25.6M |
| Stonehearth Capital Management, LLC | 8.62% | Add +1.1% | 612,525 | $25.3M |
| Stifel Financial Corp. | 0.02% | Add +5.4% | 610,714 | $25.2M |
| TCP Asset Management, LLC | 2.84% | Add +0.9% | 606,362 | $25.0M |
| Berger Financial Group, Inc | 1.26% | Add +8.8% | 596,873 | $24.6M |
| Allodium Investment Consultants, LLC | 10.43% | Add +3.0% | 595,340 | $24.6M |
| Austin Wealth Management, LLC | 5.16% | Add +2.7% | 591,035 | $24.4M |
| Spectrum Investment Advisors, Inc. | 9.78% | Add +1.0% | 580,123 | $23.9M |
| Allegiance Financial Group Advisory Services LLC | 4.12% | Add +8.9% | 576,374 | $23.8M |
| BWM Planning, LLC | 5.44% | Add +2.0% | 568,312 | $23.4M |
| Parkshore Wealth Management, Inc. | 6.62% | Add +11.4% | 558,989 | $23.1M |
| Next Level Wealth Planning, LLC | 10.08% | Add +4.1% | 554,859 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +32.2% | 552,675 | $22.8M |
| Awm Capital, LLC | 1.80% | Reduce -2.2% | 546,212 | $22.5M |
| Legacy Financial Group, Inc. | 5.23% | Reduce -3.7% | 542,946 | $22.4M |
| Dynamic Advisor Solutions LLC | 0.60% | Add +0.0% | 513,424 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -6.6% | 513,267 | $21.2M |
| Builder Investment Group Inc. | 4.14% | Add +4.2% | 506,835 | $20.9M |
| Essential Planning, LLC. | 5.66% | Reduce -3.5% | 485,639 | $20.0M |
| Diversify Advisory Services, LLC | 0.33% | New | 478,293 | $19.9M |
| Diversify Wealth Management, LLC | 0.33% | Add +1.6% | 478,293 | $19.9M |
| CPA Asset Management Group, LLC | 5.67% | Add +5.9% | 477,119 | $19.7M |
| Waverly Advisors, LLC | 0.11% | Add +4.9% | 472,494 | $19.5M |
| Evermay Wealth Management LLC | 1.97% | Add +6.1% | 462,789 | $19.1M |
| Private Wealth Management Group, LLC | 4.43% | Add +5.1% | 462,505 | $19.1M |
| Note Advisors, LLC | 8.27% | Add +12.8% | 462,050 | $19.1M |
| Owl Creek Wealth Partners LLC | 5.55% | Add +5.9% | 459,493 | $19.0M |
| Curio Wealth, LLC | 5.88% | Add +7.5% | 459,122 | $18.9M |
| Veracity Capital LLC | 4.96% | New | 445,022 | $18.4M |
| Jacobi Capital Management LLC | 0.90% | Add +7.0% | 444,995 | $18.4M |
| Advantage Trust Co | 6.42% | Add +1.2% | 442,318 | $18.2M |
| CVA Family Office, LLC | 1.63% | Add +24.6% | 437,588 | $18.1M |
| Colorado Capital Management, Inc. | 5.96% | Reduce -0.2% | 423,682 | $17.5M |
| Captrust Financial Advisors | 0.03% | Reduce -5.8% | 417,786 | $17.2M |
| SouthState Bank Corp | 0.71% | Reduce -1.2% | 413,724 | $17.1M |
| Quantum Financial Advisors, LLC | 1.68% | Reduce -0.5% | 412,249 | $17.0M |
| Oak Wealth Advisors LLC | 8.13% | Reduce -0.5% | 411,081 | $17.0M |
| Okabena Investment Services Inc. | 3.03% | No change | 410,787 | $16.9M |
| DeLarme Wealth Management, Inc. | 9.81% | Add +2.4% | 410,223 | $16.9M |
| Arcadia Wealth Management, Inc. | 7.97% | Add +2.3% | 404,847 | $16.7M |
| Midwest Heritage Bank, FSB | 4.73% | Add +1.9% | 404,616 | $16.7M |
| Well Done, LLC | 2.22% | Add +5.4% | 400,918 | $16.5M |
| Envision Financial Planning, LLC | 5.37% | Add +0.1% | 399,885 | $16.5M |
| Valley National Advisers Inc. | 1.82% | Add +7.0% | 396,464 | $16.4M |
| Diversified Portfolios, Inc. | 1.17% | Add +1.0% | 390,913 | $16.1M |
| Charter Capital Management, LLC\DE | 7.10% | Add +0.1% | 388,869 | $16.0M |
| tru Independence LLC | 7.00% | Add +0.6% | 387,793 | $16.0M |
| AlphaStar Capital Management, LLC | 1.01% | Add +15.4% | 386,808 | $16.0M |
| My Personal CFO, LLC | 6.22% | Add +16.2% | 386,579 | $15.9M |
| Optimus Capital Advisors, LLC | 8.54% | Add +1.9% | 385,514 | $15.9M |
| Sterling Wealth Advisors Inc | 8.53% | Add +1.7% | 380,607 | $15.7M |
| Vermillion & White Wealth Management Group, LLC | 7.94% | Reduce -14.2% | 379,208 | $15.7M |
| Morling Financial Advisors, LLC | 4.32% | Add +1.8% | 375,773 | $15.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.95% | Add +0.5% | 375,041 | $15.5M |
| Mendota Financial Group, LLC | 9.57% | Add +0.9% | 374,198 | $15.4M |
| Monograph Wealth Advisors, LLC | 1.27% | No change | 374,090 | $15.4M |
| Bannerman Wealth Management Group, LLC | 8.90% | Add +5.3% | 369,700 | $15.3M |
| D.B. Root & Company, LLC | 3.23% | Add +4.5% | 368,524 | $15.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +3.5% | 367,111 | $15.1M |
| Graver Capital Management, LLC | 10.74% | Reduce -4.0% | 365,591 | $15.1M |
| Archvest Wealth Advisors, Inc. | 8.65% | Reduce -7.0% | 362,454 | $15.0M |
| Pinnacle Associates Ltd. | 0.16% | Add +0.2% | 357,831 | $14.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.88% | Add +0.2% | 357,531 | $14.7M |
| CWS Financial Advisors, LLC | 3.27% | Add +120.6% | 357,002 | $14.7M |
| DWR Wealth Management, LLC | 11.01% | Add +8.0% | 357,606 | $14.7M |
| American Capital Advisory, LLC | 5.36% | Add +16.2% | 355,694 | $14.7M |
| Vermillion Wealth Management, Inc. | 3.49% | Add +3.5% | 353,529 | $14.6M |
| Modera Wealth Management, LLC | 0.16% | Reduce -0.5% | 352,811 | $14.6M |
| Equitable Holdings, Inc. | 0.09% | Reduce -2.0% | 351,829 | $14.5M |
| Liberty Wealth Management LLC | 1.80% | No change | 368,908 | $14.4M |
| Arax Advisory Partners | 0.09% | Add +61.4% | 342,928 | $14.1M |
| Birchcreek Wealth Management, LLC | 5.48% | Add +17.9% | 340,796 | $14.1M |
| Main Street Financial Solutions, LLC | 0.89% | Add +68.8% | 337,901 | $13.9M |
| Guardian Wealth Advisors, LLC / NC | 0.79% | Reduce -2.3% | 337,743 | $13.9M |
| Fermata Advisors, LLC | 2.79% | Add +2.3% | 334,737 | $13.8M |
| Guardian Wealth Management, LLC | 3.87% | Add +0.9% | 334,641 | $13.8M |
| Axxcess Wealth Management, LLC | 0.22% | New | 327,969 | $13.5M |
| Thayer Financial, L.L.C. | 12.12% | Add +3.4% | 323,246 | $13.3M |
| Entrewealth, LLC | 4.89% | Add +5.9% | 308,216 | $13.2M |
| Forza Wealth Management, LLC | 3.98% | Add +2.3% | 314,766 | $13.0M |
| Florida Trust Wealth Management Co | 0.32% | Add +13.8% | 314,708 | $13.0M |
| Beckerman Institutional, LLC | 6.16% | Add +6.6% | 313,991 | $13.0M |
| Jacobsen Capital Management | 3.78% | Add +32.5% | 313,383 | $12.9M |
| Tortoise Investment Management, LLC | 0.95% | Add +0.5% | 310,076 | $12.8M |
| Claris Advisors, LLC / Mo / | 3.33% | Add +4.5% | 309,638 | $12.8M |
| Fiduciary Financial Advisors | 1.29% | Add +460.8% | 307,567 | $12.7M |
| GEM Asset Management, LLC | 4.99% | Add +1.8% | 307,018 | $12.7M |
| Employees' Retirement Fund of the City of Fort Worth | 4.47% | Reduce -13.9% | 303,800 | $12.5M |
| Platform Wealth Management, LLC | 4.45% | — | 295,064 | $12.2M |
| Ancora Advisors LLC | 0.23% | Add +4.0% | 293,578 | $12.1M |
| Ledgewood Wealth Advisors, LLC | 6.33% | Add +1.4% | 289,149 | $11.9M |
| Northwest Wealth Management, LLC | 1.57% | Add +5.9% | 287,923 | $11.9M |
| Fort Henry Capital, LLC | 6.53% | Reduce -0.1% | 287,287 | $11.9M |
| Argo Wealth Advisory, LLC | 6.50% | Add +1.1% | 285,328 | $11.8M |
| Coyle Financial Counsel LLC | 2.14% | Add +1.8% | 284,051 | $11.7M |
| CFS Investment Advisory Services, LLC | 0.78% | Add +2.4% | 280,164 | $11.6M |
| Hutchinson Capital Management | 1.99% | Add +6.8% | 282,045 | $11.6M |
| Brown Advisory Inc. | 0.02% | Add +9.1% | 275,400 | $11.4M |
| Vestor Capital, LLC | 0.71% | Add +514.0% | 41,682 | $11.3M |
| Two West Capital Advisors LLC | 5.62% | Add +0.0% | 275,631 | $11.3M |
| B&D White Capital Company, LLC | 1.12% | Reduce -1.1% | 273,656 | $11.3M |
| Great Diamond Partners, LLC | 1.93% | Add +2.0% | 272,400 | $11.2M |
| Bay Harbor Wealth Management, LLC | 2.58% | Add +6.8% | 271,071 | $11.2M |
| SIMA Wealth Partners, LLC | 7.74% | Reduce -0.0% | 264,669 | $10.9M |
| Trailhead Planners LLC | 10.54% | Reduce -8.3% | 264,365 | $10.9M |
| Shira Ridge Wealth Management | 3.77% | Reduce -0.5% | 262,117 | $10.8M |
| Aspen Wealth Management LLC | 1.83% | Add +10.1% | 260,807 | $10.8M |
| Arkadios Wealth Advisors | 0.16% | Add +8.2% | 258,044 | $10.6M |
| Larson Financial Group LLC | 0.27% | Reduce -23.2% | 247,275 | $10.2M |
| Apollon Financial, LLC | 1.19% | Add +14.8% | 244,560 | $10.1M |
| Andrews, Lucia Wealth Management LLC | 5.19% | Add +5.0% | 240,360 | $9.9M |
| Lionshead Wealth Management, LLC | 6.37% | Add +1.2% | 238,031 | $9.8M |
| Werba Rubin Papier Wealth Management | 1.19% | Add +7.8% | 237,423 | $9.8M |
| Savvy Advisors, Inc. | 0.21% | Add +57.4% | 235,881 | $9.7M |
| Sutton Place Investors LLC | 4.70% | Add +2.5% | 235,084 | $9.7M |
| Glass Jacobson Investment Advisors llc | 2.97% | Add +1.7% | 231,158 | $9.5M |
| Colony Family Offices, LLC | 2.08% | Add +5.6% | 229,808 | $9.5M |
| Keating Financial Advisory Services, Inc. | 1.24% | Add +15.0% | 228,590 | $9.4M |
| HB Wealth Management, LLC | 0.05% | Add +0.5% | 226,016 | $9.3M |
| JPL Wealth Management, LLC | 1.85% | Add +18.7% | 225,601 | $9.3M |
| Sentinel Wealth Management, Inc. | 6.56% | Add +3.6% | 225,575 | $9.3M |
| Indivisible Partners | 0.52% | Add +7.3% | 225,079 | $9.3M |
| SpringVest Wealth Management LLC | 5.80% | Add +1.8% | 223,646 | $9.2M |
| Prodigy Asset Management LLC | 2.75% | Add +3.3% | 221,412 | $9.1M |
| Bank of Montreal | 0.00% | Add +7.7% | 221,242 | $9.1M |
| Security Financial Services, INC. | 1.27% | Reduce -0.1% | 221,148 | $9.1M |
| 180 Wealth Advisors, LLC | 0.90% | Add +7.6% | 217,332 | $9.0M |
| ArborFi Advisors, LLC | 6.41% | Add +2.0% | 214,319 | $8.8M |
| Maryland Capital Advisors Inc. | 2.83% | — | 213,977 | $8.8M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -25.6% | 213,747 | $8.8M |
| Tillman Hartley LLC | 1.96% | Add +22.3% | 211,688 | $8.7M |
| Live Oak Private Wealth LLC | 1.07% | Add +41.3% | 208,210 | $8.6M |
| Entrust Financial LLC | 5.56% | Reduce -3.1% | 207,750 | $8.6M |
| Premier Path Wealth Partners, LLC | 0.97% | Add +39.2% | 204,859 | $8.5M |
| Aegis Wealth Management LLC | 3.96% | Reduce -7.3% | 204,026 | $8.4M |
| Clarity Capital Advisors, LLC | 3.49% | Reduce -7.9% | 201,551 | $8.3M |
| Parkwoods Wealth Partners, LLC | 1.33% | Add +21.9% | 200,565 | $8.3M |
| Baker Boyer National Bank | 2.23% | Add +0.0% | 196,591 | $8.1M |
| TCI Wealth Advisors, Inc. | 0.35% | Add +4.6% | 196,365 | $8.1M |
| United Advisor Group, LLC | 0.86% | Add +3.0% | 195,544 | $8.1M |
| Mustard Seed Financial, LLC | 4.06% | Add +12.6% | 189,441 | $7.8M |
| Mgo One Seven LLC | 0.13% | Add +309.8% | 189,384 | $7.8M |
| GeoWealth Management, LLC | 0.24% | Reduce -17.1% | 188,696 | $7.8M |
| Flow Traders U.S. LLC | 0.31% | Reduce -16.8% | 183,561 | $7.6M |
| Avior Wealth Management, LLC | 0.20% | Reduce -7.5% | 182,852 | $7.5M |
| Integrity Investment Advisors, LLC | 3.26% | Add +86.3% | 181,854 | $7.5M |
| Keb Asset Management, LLC | 1.20% | Add +1.4% | 180,153 | $7.4M |
| AQR Capital Management | 0.00% | Add +54.8% | 179,826 | $7.4M |
| FourThought Financial Partners, LLC | 0.57% | Add +26.6% | 178,735 | $7.4M |
| AlTi Global, Inc. | 0.15% | No change | 178,250 | $7.4M |
| Hurlow Wealth Management Group, Inc. | 1.52% | Reduce -2.1% | 176,854 | $7.3M |
| Cresset Asset Management, LLC | 0.03% | Add +0.2% | 176,279 | $7.3M |
| RFG Advisory, LLC | 0.11% | Add +0.1% | 176,053 | $7.3M |
| Wealthspan Partners, LLC | 2.29% | Reduce -0.8% | 175,753 | $7.2M |
| R. W. Roge & Company, Inc. | 3.04% | Reduce -0.3% | 173,755 | $7.2M |
| FinDec Wealth Services, Inc. | 8.46% | Reduce -5.2% | 173,603 | $7.2M |
| North Capital, Inc. | 5.40% | Add +5.7% | 173,349 | $7.2M |
| Jackson Thornton Wealth Management, LLC | 0.56% | Add +9.5% | 171,071 | $7.1M |
| Lynx Investment Advisory | 2.30% | Add +2.1% | 170,009 | $7.0M |
| Baring Financial LLC | 3.82% | Add +0.2% | 167,642 | $6.9M |
| 1900 Wealth Management LLC | 0.38% | Reduce -4.8% | 167,515 | $6.9M |
| First Financial Group Corp | 4.97% | Add +4.5% | 166,692 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.2% | 166,932 | $6.9M |
| Ameritas Advisory Services, LLC | 0.14% | Add +1480.6% | 162,885 | $6.7M |
| Elser Financial Planning, Inc | 0.29% | Reduce -1.0% | 162,277 | $6.7M |
| Forteris Wealth Management Inc. | 5.36% | Add +3.6% | 158,894 | $6.6M |
| SeedSafe Financial LLC | 4.71% | Add +0.5% | 158,679 | $6.5M |
| Johnson Wealth Management, LLC | 2.76% | Reduce -5.2% | 157,683 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.66% | Reduce -50.0% | 156,706 | $6.5M |
| Market Street Wealth Management Advisors LLC | 0.91% | Reduce -0.2% | 154,268 | $6.4M |
| Strategic Wealth Advisors LLC | 5.40% | Reduce -1.0% | 165,561 | $6.3M |
| NewEdge Wealth, LLC | 0.06% | Reduce -1.9% | 151,996 | $6.3M |
| Quad-Cities Investment Group, LLC | 2.24% | Add +2.3% | 151,283 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | New | 149,955 | $6.2M |
| Newman Dignan & Sheerar, Inc. | 1.18% | Add +7.6% | 149,876 | $6.2M |
| Cowa, LLC | 1.62% | Add +0.6% | 145,476 | $6.0M |
| City State Bank | 1.37% | Add +9.7% | 144,938 | $6.0M |
| Oceanside Advisors LLC | 3.00% | Add +3.7% | 144,233 | $5.9M |
| 3 Factor Indexing, LLC | 4.97% | Reduce -2.0% | 142,494 | $5.9M |
| Mutual Advisors, LLC | 0.11% | Reduce -1.0% | 142,123 | $5.9M |
| AdvisorNet Financial, Inc | 0.27% | Add +3.7% | 141,428 | $5.8M |
| Dodds Wealth, LLC | 1.31% | Reduce -2.8% | 140,970 | $5.8M |
| Breakwater Capital Group | 0.68% | Add +15.3% | 136,478 | $5.6M |
| Capstone Wealth Management, Inc. | 4.21% | Add +2.0% | 136,409 | $5.6M |
| Alkeme Wealth, LLC | 2.14% | Add +23.2% | 135,404 | $5.6M |
| Optima Capital LLC | 2.18% | Add +13.1% | 133,650 | $5.5M |
| RBF Capital, LLC | 0.22% | No change | 130,000 | $5.4M |
| Cascade Wealth Advisors, Inc | 2.14% | Add +35.0% | 123,050 | $5.3M |
| Syverson Strege & Co | 1.16% | Reduce -2.1% | 129,124 | $5.3M |
| PFG Advisors | 0.27% | Add +0.9% | 128,886 | $5.3M |
| Weinberger Asset Management, Inc | 1.69% | Add +7.2% | 125,152 | $5.3M |
| FMB Wealth Management | 1.92% | Add +0.1% | 126,843 | $5.2M |
| Advisory Services Network, LLC | 0.06% | Add +7.6% | 123,711 | $5.1M |
| Sollinda Capital Management LLC | 1.07% | Add +5.2% | 121,942 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +308.9% | 121,476 | $5.0M |
| Forefront Wealth Partners, LLC | 1.54% | Add +1554.3% | 120,122 | $5.0M |
| Redwood Park Advisors LLC | 3.53% | Add +1.6% | 118,524 | $4.9M |
| DHJJ Financial Advisors, Ltd. | 1.38% | Add +8.7% | 116,080 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 115,347 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -0.8% | 115,250 | $4.8M |
| First PREMIER Bank | 0.77% | Add +23.4% | 115,235 | $4.8M |
| Woodward Financial Advisors, Inc. | 1.56% | — | 113,429 | $4.7M |
| Mach-1 Financial Group, LLC | 1.81% | Reduce -9.7% | 113,134 | $4.7M |
| J Hagan Capital, Inc. | 2.16% | Add +1.8% | 112,869 | $4.7M |
| Pinnacle Financial Group, LLC / IL | 1.13% | Add +1.6% | 112,439 | $4.6M |
| Saxony Capital Management, LLC | 2.12% | Add +10.7% | 112,217 | $4.6M |
| DBK Financial Counsel, LLC | 3.86% | Reduce -17.6% | 111,595 | $4.6M |
| First National Bank Sioux Falls | 1.26% | No change | 111,562 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.3% | 110,428 | $4.6M |
| Cloud Capital Management, LLC | 1.66% | Add +0.9% | 110,423 | $4.6M |
| XY Planning Network, Inc. | 0.56% | Add +171.6% | 109,068 | $4.5M |
| CLG LLC | 0.99% | Add +4.3% | 108,835 | $4.5M |
| APS Management Group, Inc. | 3.44% | Add +0.7% | 108,543 | $4.5M |
| Kilner Capital Advisors, LLC | 3.75% | Add +6.7% | 104,309 | $4.4M |
| Capstone Wealth Management, LLC | 2.02% | Add +2.9% | 105,407 | $4.3M |
| Altiora Financial Group, LLC | 0.68% | Add +0.2% | 105,182 | $4.3M |
| Liberty One Investment Management, LLC | 0.43% | Add +44.9% | 105,105 | $4.3M |
| Waterfront Wealth Inc. | 0.67% | Add +0.8% | 103,763 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +48.7% | 104,212 | $4.3M |
| Signature Resources Capital Management, LLC | 1.66% | Reduce -1.2% | 102,177 | $4.2M |
| Warburton Capital Management, LLC | 1.70% | Add +132.9% | 101,006 | $4.2M |
| Firethorn Wealth Partners, LLC | 1.34% | Add +9.2% | 100,839 | $4.2M |
| SMI Advisory Services, LLC | 0.67% | Add +5.9% | 99,064 | $4.2M |
| Ares Financial Consulting, LLC | 2.98% | Reduce -6.3% | 100,765 | $4.2M |
| Versant Capital Management, Inc | 0.37% | Reduce -0.5% | 99,922 | $4.1M |
| Medallion Wealth Advisors, LLC | 1.29% | Add +1.4% | 99,030 | $4.1M |
| CGN Advisors LLC | 0.30% | Reduce -11.4% | 98,039 | $4.0M |
| Benson Investment Management Company, Inc. | 22.77% | No change | 96,470 | $4.0M |
| Commerce Bank | 0.02% | Add +22.0% | 95,986 | $4.0M |
| Park Avenue Securities LLC | 0.02% | Add +52.8% | 95,952 | $4.0M |
| Timonier Family Office, LTD. | 1.10% | — | 94,362 | $3.9M |
| Tenet Wealth Partners, LLC | 2.88% | — | 93,061 | $3.9M |
| Plan Group Financial, LLC | 0.80% | Reduce -6.7% | 93,471 | $3.9M |
| Approach Retirement Advisors, LLC | 2.79% | Add +6.2% | 93,290 | $3.8M |
| Walleye Partners, LLC | 4.37% | Reduce -6.4% | 92,967 | $3.8M |
| Planwiser Financial, LLC | 2.66% | Reduce -43.9% | 92,813 | $3.8M |
| Valeo Financial Advisors, LLC | 0.08% | Add +1660.2% | 91,284 | $3.8M |
| Axis Wealth Partners, LLC | 1.80% | Reduce -4.7% | 90,664 | $3.7M |
| LaSalle St. Investment Advisors, LLC | 0.45% | Reduce -1.9% | 90,093 | $3.7M |
| Cardiff Park Advisors, LLC | 0.29% | Add +0.3% | 88,999 | $3.7M |
| Financial Symmetry Inc | 1.21% | Add +0.8% | 88,094 | $3.6M |
| Larry Mathis Financial Planning, LLC | 2.74% | Add +35.1% | 87,274 | $3.6M |
| Robinson Smith Wealth Advisors LLC | 2.15% | Reduce -2.0% | 87,042 | $3.6M |
| Compass Financial Group, INC | 0.41% | Add +27.9% | 86,688 | $3.6M |
| Red Lighthouse Investment Management, LLC | 1.06% | Add +22.4% | 86,092 | $3.6M |
| Vantage Point Financial LLC | 1.08% | Add +2.6% | 85,313 | $3.5M |
| Financial Plan, Inc. | 0.33% | Reduce -1.0% | 85,267 | $3.5M |
| Everest Financial Group LLC | 0.47% | Add +0.6% | 83,572 | $3.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -53.4% | 82,918 | $3.4M |
| IFP Advisors, Inc | 0.06% | Add +8.5% | 82,707 | $3.4M |
| Semitam Bonam LLC | 2.43% | Add +4.0% | 80,257 | $3.3M |
| Olistico Wealth, LLC | 1.40% | Add +12.8% | 79,403 | $3.3M |
| Integrity Wealth Solutions LLC | 1.21% | Add +1.1% | 79,347 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +8.8% | 78,948 | $3.3M |
| Invst, LLC | 0.31% | Add +13.6% | 77,558 | $3.2M |
| ERn Financial, LLC | 0.52% | Reduce -15.3% | 76,316 | $3.1M |
| Sanchez Levi Garrett | 1.69% | Add +5.9% | 75,441 | $3.1M |
| Strategic Investment Solutions, Inc. | 0.71% | Add +6.5% | 75,432 | $3.1M |
| Poinciana Advisors Group, LLC | 2.30% | Reduce -1.7% | 69,909 | $3.1M |
| Daner Wealth Management, LLC | 1.67% | Reduce -2.4% | 71,034 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.2% | 74,641 | $3.1M |
| Shearwater Capital LLC | 1.47% | Add +0.0% | 74,469 | $3.1M |
| 55 North Private Wealth, LLC | 0.60% | Add +0.2% | 74,458 | $3.1M |
| ARK & TLK Investments, LLC | 0.76% | Reduce -0.0% | 74,268 | $3.1M |
| Melfa Wealth Management, Inc. | 1.64% | Add +8.2% | 73,956 | $3.1M |
| SwitchPoint Financial Planning, LLC | 1.76% | Add +6.2% | 73,777 | $3.0M |
| Greenspring Advisors, LLC | 0.17% | Add +2.5% | 73,623 | $3.0M |
| Lauterbach Financial Advisors, LLC | 1.30% | Reduce -0.1% | 73,505 | $3.0M |
| Sei Investments Co. | 0.00% | Add +14.1% | 73,036 | $3.0M |
| Powerhouse Assets LLC | 2.44% | Reduce -0.5% | 72,691 | $3.0M |
| Harbor Asset Planning, Inc. | 2.25% | Add +1.4% | 72,498 | $3.0M |
| Lodestone Wealth Management LLC | 1.04% | Add +1.1% | 71,080 | $2.9M |
| Pacific Asset Management, LLC | 1.43% | Add +3.5% | 70,727 | $2.9M |
| Quarry Hill Advisors, LLC | 1.11% | Reduce -1.7% | 70,216 | $2.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +63.7% | 68,848 | $2.8M |
| PCA Investment Advisory Services Inc. | 0.79% | Add +7.8% | 68,684 | $2.8M |
| Capital Analysts, LLC | 0.07% | Reduce -3.2% | 68,416 | $2.8M |
| Spire Wealth Management | 0.08% | Add +5.0% | 67,734 | $2.8M |
| Accurate Wealth Management, LLC | 0.26% | Add +345.2% | 65,749 | $2.7M |
| Rather & Kittrell, Inc. | 0.38% | Reduce -1.5% | 65,585 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +9.3% | 65,526 | $2.7M |
| Global Retirement Partners, LLC | 0.04% | — | 65,149 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +240.1% | 63,958 | $2.6M |
| Investmark Advisory Group LLC | 1.00% | Add +8.5% | 63,858 | $2.6M |
| Capstone Financial Advisors, Inc. | 0.13% | Reduce -4.0% | 63,544 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +158.4% | 62,892 | $2.6M |
| G2 Capital Management, LLC / Oh | 0.56% | Add +16.8% | 62,804 | $2.6M |
| Burton Enright Welch | 0.30% | Reduce -0.5% | 62,583 | $2.6M |
| Concord Wealth Partners | 0.29% | Add +6.5% | 62,234 | $2.6M |
| Magnolia Private Wealth, LLC | 1.40% | Reduce -19.9% | 62,029 | $2.6M |
| American Investment Services, Inc. | 0.54% | Reduce -13.5% | 61,801 | $2.5M |
| Washington Trust Advisors, Inc. | 0.19% | Add +14.4% | 60,638 | $2.5M |
| Meridian Wealth Management, LLC | 0.08% | Add +12.7% | 60,350 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +115.2% | 60,169 | $2.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.71% | Add +7.5% | 59,819 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Reduce -2.9% | 59,197 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +46.0% | 58,817 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.4% | 58,482 | $2.4M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -0.2% | 58,372 | $2.4M |
| Revolve Wealth Partners, LLC | 0.25% | New | 58,048 | $2.4M |
| Rehmann Capital Advisory Group | 0.11% | Add +3.3% | 56,174 | $2.3M |
| Eaton-Cambridge Inc. | 0.65% | Add +2.4% | 55,949 | $2.3M |
| Vestment Financial LLC | 1.02% | Reduce -1.5% | 54,872 | $2.3M |
| Maridea Wealth Management LLC | 0.25% | Add +7.1% | 54,945 | $2.3M |
| Level Wealth Management LLC | 0.89% | Reduce -0.9% | 53,756 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.55% | Add +12.5% | 53,673 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.45% | Reduce -1.8% | 53,265 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +9.3% | 53,097 | $2.2M |
| International Private Wealth Advisors LLC | 1.12% | Add +1.1% | 52,567 | $2.2M |
| Heritage Wealth Management, Inc. | 1.07% | Add +1.9% | 52,258 | $2.2M |
| CarsonAllaria Wealth Management, Ltd. | 0.92% | Add +1.1% | 51,306 | $2.1M |
| Kane Co Wealth Management, Inc. | 1.60% | Reduce -0.5% | 51,110 | $2.1M |
| Global Financial Private Client, LLC | 0.57% | Add +3.1% | 50,584 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -0.1% | 50,058 | $2.1M |
| Arnold Financial Planning LLC | 1.49% | Reduce -2.8% | 48,277 | $2.0M |
| Woodside Wealth Management LLC | 1.38% | Add +5.1% | 48,153 | $2.0M |
| Life Planning Partners, Inc | 1.48% | Reduce -7.0% | 48,146 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.16% | Reduce -3.7% | 47,892 | $2.0M |
| GWN Securities Inc. | 0.33% | Add +5.0% | 47,643 | $2.0M |
| IFG Advisory, LLC | 0.07% | Add +1064.2% | 47,300 | $2.0M |
| Krilogy Financial LLC | 0.06% | Reduce -0.5% | 47,119 | $1.9M |
| Wealth Advisors Northwest LLC | 0.65% | Reduce -4.5% | 46,492 | $1.9M |
| Heritage Investment Group, Inc. | 0.25% | Add +13.8% | 45,982 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.46% | Add +31.1% | 45,953 | $1.9M |
| Madson Wealth Advisors Inc | 1.26% | New | 44,791 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.3% | 44,565 | $1.8M |
| Satovsky Asset Management LLC | 0.29% | Add +40.6% | 44,394 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +605.2% | 44,387 | $1.8M |
| Infinity Wealth Counsel, LLC | 1.43% | Add +12.0% | 42,935 | $1.8M |
| V2 Financial group LLC | 0.66% | Add +143.6% | 42,694 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +9.9% | 42,385 | $1.7M |
| Leading Edge Financial Planning LLC | 0.31% | Reduce -0.5% | 42,332 | $1.7M |
| Elevate Wealth Advisory, Inc. | 0.97% | Reduce -0.2% | 41,355 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +26.9% | 40,549 | $1.7M |
| Demming Financial Services Corp. | 1.06% | Add +2.6% | 40,403 | $1.7M |
| HFG Wealth Management, LLC | 1.67% | Reduce -38.3% | 40,364 | $1.7M |
| Meritas Wealth Management, LLC | 0.65% | No change | 40,093 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.47% | Add +3.7% | 39,722 | $1.6M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -1.6% | 39,669 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.4% | 38,994 | $1.6M |
| J. Derek Lewis & Associates Inc. | 0.30% | Reduce -6.5% | 38,840 | $1.6M |
| Seneschal Advisors, LLC | 1.07% | Add +17.4% | 37,914 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Reduce -13.4% | 37,395 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +0.0% | 36,802 | $1.5M |
| Keel Point, LLC | 0.09% | Add +0.2% | 36,315 | $1.5M |
| WMS Group LLC | 1.92% | Reduce -4.4% | 36,176 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Add +10.0% | 36,149 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -1.7% | 35,425 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -45.5% | 35,419 | $1.5M |
| Silver Grove Financial Group, Inc. | 0.79% | Add +0.9% | 35,320 | $1.5M |
| Bryant Woods Investment Advisors, LLC | 0.40% | Add +9.1% | 34,538 | $1.4M |
| CSP Financial Group, LLC | 1.20% | Add +2.6% | 34,243 | $1.4M |
| Private Trust Co. NA | 0.11% | Add +0.6% | 33,910 | $1.4M |
| Strategent Financial, LLC | 0.80% | Add +2.2% | 33,742 | $1.4M |
| Squire Investment Management Company, LLC | 0.33% | Add +3.6% | 33,006 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +129.3% | 32,900 | $1.4M |
| Pettinga Financial Advisors LLC | 0.22% | Reduce -23.9% | 32,545 | $1.3M |
| Scratch Capital LLC | 0.67% | Add +2.2% | 32,535 | $1.3M |
| Arcadia Wealth Management, LLC | 0.42% | Reduce -19.7% | 32,528 | $1.3M |
| Second Half Financial Partners, LLC | 0.55% | Reduce -2.0% | 32,518 | $1.3M |
| Summit Financial, LLC | 0.01% | Reduce -46.9% | 32,113 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -55.0% | 32,038 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.13% | Reduce -3.6% | 31,902 | $1.3M |
| Vestia Personal Wealth Advisors | 0.51% | Add +1.2% | 31,629 | $1.3M |
| Abel Hall, LLC | 0.22% | Reduce -7.4% | 31,522 | $1.3M |
| Lam Group, Inc. | 0.64% | No change | 31,255 | $1.3M |
| Factor Wealth Management LTD | 0.19% | Reduce -42.6% | 31,247 | $1.3M |
| WealthSpring Partners, LLC | 1.10% | Add +1.0% | 30,927 | $1.3M |
| Freedom Day Solutions, LLC | 0.28% | New | 30,640 | $1.3M |
| Ballentine Capital Advisors, Inc | 0.47% | Reduce -1.0% | 30,535 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.06% | No change | 29,630 | $1.2M |
| Crescent Grove Advisors, LLC | 0.10% | Add +0.9% | 29,604 | $1.2M |
| Balanced Rock Investment Advisors LLC | 0.76% | Add +0.9% | 29,590 | $1.2M |
| Tranquility Partners, LLC | 0.42% | Add +7.5% | 29,583 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.26% | Add +86.1% | 29,439 | $1.2M |
| Samalin Investment Counsel, LLC | 0.39% | Reduce -0.2% | 29,435 | $1.2M |
| Topsail Wealth Management, LLC | 0.15% | Add +1.3% | 29,409 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 29,271 | $1.2M |
| Victory Financial Group, LLC | 0.13% | Add +69.2% | 29,087 | $1.2M |
| Ballast Rock Private Wealth LLC | 0.55% | Reduce -1.7% | 28,912 | $1.2M |
| Riverchase Wealth Management, LLC | 0.55% | Add +1.0% | 28,724 | $1.2M |
| Longview Financial Advisors LLC | 0.58% | Reduce -11.0% | 28,625 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 28,331 | $1.2M |
| Pillar Financial Advisors, LLC | 0.61% | Reduce -2.4% | 28,229 | $1.2M |
| Sterling Wealth Management, Inc. | 0.28% | Add +15.3% | 27,747 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +203.2% | 27,573 | $1.1M |
| Worth Asset Management, LLC | 0.36% | Add +20.7% | 27,500 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +0.6% | 27,491 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.04% | Add +115.2% | 27,442 | $1.1M |
| Arbor Investment Advisors, LLC | 0.13% | Add +0.9% | 27,286 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +10.4% | 27,108 | $1.1M |
| Entelevest, LLC | 0.97% | Add +10.8% | 26,849 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.10% | Add +11.9% | 26,238 | $1.1M |
| Broadhurst Jeffrey B | 2.30% | Reduce -74.6% | 26,150 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | Add +306.1% | 25,797 | $1.1M |
| Barrett & Company, Inc. | 0.29% | Reduce -0.0% | 25,454 | $1.0M |
| Passive Capital Management, LLC. | 0.33% | Add +1.0% | 27,547 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.21% | Reduce -0.2% | 25,223 | $1.0M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.71% | Reduce -20.3% | 24,620 | $1.0M |
| Bienville Capital Management, LLC | 0.14% | New | 24,380 | $1.0M |
| Williams & Novak, LLC | 0.67% | Reduce -3.1% | 24,236 | $1000K |
| Strathmore Capital Advisors, Inc. | 0.27% | Add +14.2% | 23,993 | $997K |
| Marshall Financial Group, LLC | 0.14% | Reduce -3.1% | 24,098 | $994K |
| BOS Asset Management, LLC | 0.22% | Reduce -0.3% | 23,379 | $964K |
| Collective Family Office LLC | 0.20% | Add +0.1% | 23,319 | $962K |
| BAM Wealth Management, LLC | 0.60% | Reduce -10.6% | 23,299 | $961K |
| Darden Wealth Group Inc | 0.38% | Reduce -11.5% | 23,170 | $956K |
| JDH Wealth Management, LLC | 0.58% | No change | 22,933 | $946K |
| Professional Financial Solutions LLC | 0.72% | Add +2.7% | 22,396 | $924K |
| Foundry Financial LLC | 0.31% | Reduce -11.0% | 22,369 | $923K |
| Visionary Horizons, LLC | 0.38% | Add +30.3% | 22,310 | $920K |
| VSM Wealth Advisory, LLC | 0.24% | Add +0.2% | 22,069 | $910K |
| Shore Point Advisors, LLC | 0.30% | Add +0.8% | 21,550 | $889K |
| Sensenig Capital Advisors, Inc | 0.81% | No change | 21,454 | $885K |
| Cahill Financial Advisors Inc. | 0.08% | Add +9.6% | 21,287 | $878K |
| Porter White Investment Advisors, Inc. | 0.33% | Add +0.3% | 20,740 | $856K |
| Triad Wealth Partners, LLC | 0.05% | Add +76.5% | 20,018 | $846K |
| Montis Financial, LLC | 0.17% | Reduce -9.6% | 20,490 | $845K |
| WMG Financial Advisors, LLC | 0.32% | Reduce -0.6% | 20,385 | $841K |
| SWF LLC | 0.06% | No change | 20,358 | $840K |
| Wealth Architects, LLC | 0.07% | Add +7.6% | 20,282 | $837K |
| Landmark Wealth Management, Inc. | 0.28% | Reduce -13.6% | 20,172 | $832K |
| Studio Investment Management LLC | 0.14% | Add +27.4% | 20,077 | $828K |
| Innovative Asset Advisors Group, LLC | 0.36% | New | 19,952 | $823K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 19,810 | $817K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -0.4% | 19,802 | $817K |
| KPP Advisory Services LLC | 0.10% | Reduce -38.3% | 19,725 | $814K |
| Darrow Company, Inc. | 0.31% | No change | 19,654 | $811K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Reduce -8.2% | 19,429 | $801K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.2% | 19,121 | $789K |
| Kaufman Rossin Wealth, LLC | 0.37% | Add +0.1% | 18,888 | $781K |
| StoneX Group Inc. | 0.03% | Reduce -57.9% | 18,925 | $780K |
| Transcend Capital Advisors, LLC | 0.05% | Add +73.9% | 18,668 | $770K |
| Francis Financial, Inc. | 0.12% | Reduce -2.5% | 18,429 | $760K |
| Eastover Investment Advisors LLC | 0.30% | Reduce -3.2% | 18,177 | $750K |
| Navigate Wealth Management, LLC | 0.46% | Add +17.3% | 17,886 | $740K |
| IHT Wealth Management, LLC | 0.02% | Add +6.8% | 17,926 | $739K |
| Momentous Wealth Management, Inc. | 0.37% | Add +85.8% | 17,530 | $723K |
| Wesbanco Bank Inc. | 0.02% | New | 17,322 | $719K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -15.6% | 17,196 | $709K |
| Morris Financial Concepts, Inc. | 0.22% | Add +1.6% | 17,067 | $704K |
| Foundation Wealth Management, LLC\PA | 0.21% | Reduce -3.1% | 17,008 | $702K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -22.9% | 16,995 | $701K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 16,659 | $687K |
| Raffa Wealth Management, LLC | 0.09% | Add +0.3% | 16,642 | $687K |
| Quadcap Wealth Management, LLC | 0.07% | Add +15.7% | 16,604 | $685K |
| Sigma Planning Corp | 0.02% | New | 16,499 | $681K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.1% | 16,483 | $680K |
| Selective Wealth Management, Inc. | 0.18% | Reduce -11.3% | 16,438 | $680K |
| Sterneck Capital Management, LLC | 0.29% | No change | 16,270 | $671K |
| Investment Advisory Group, LLC | 0.14% | Reduce -0.9% | 16,089 | $664K |
| Seed Wealth Management, Inc. | 0.42% | No change | 16,070 | $663K |
| Perennial Investment Advisors, LLC | 0.04% | Add +11.9% | 16,042 | $662K |
| Gemmer Asset Management LLC | 0.04% | Reduce -12.6% | 15,967 | $659K |
| Pinnacle Family Advisors, LLC | 0.28% | Reduce -10.0% | 15,921 | $657K |
| ATLas Financial Planning LLC | 0.52% | Add +0.0% | 15,672 | $646K |
| Assetmark, Inc. | 0.00% | Add +7.5% | 15,655 | $646K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 15,599 | $643K |
| RCS Financial Planning, LLC | 0.30% | Reduce -1.0% | 15,562 | $642K |
| Cibc World Market Inc. | 0.00% | Add +6.7% | 15,468 | $638K |
| HMV Wealth Advisors, LLC | 0.24% | Reduce -1.4% | 15,216 | $628K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +9.7% | 15,120 | $624K |
| Cypress Wealth Services, LLC | 0.07% | Add +0.3% | 14,525 | $599K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 13,695 | $565K |
| Compound Planning, Inc. | 0.01% | Add +4.2% | 13,691 | $565K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +23.9% | 13,631 | $562K |
| Ballast Financial Advisors LLC | 0.51% | Reduce -6.2% | 13,616 | $562K |
| L.K. Benson & Company, P.C. | 0.17% | Reduce -4.6% | 13,591 | $561K |
| Stewardship Advisors, LLC | 0.12% | Add +2.6% | 13,555 | $559K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -5.1% | 13,305 | $549K |
| Wheels Up Wealth, Inc. | 0.46% | Reduce -2.4% | 13,116 | $541K |
| Family Manage LLC | 0.06% | Add +1265.4% | 13,108 | $541K |
| Intrepid Financial Planning Group LLC | 0.18% | Add +1.6% | 13,005 | $536K |
| Tassel Capital Management, Inc. | 0.25% | Reduce -5.2% | 12,945 | $534K |
| C M Bidwell & Associates Ltd. | 0.22% | Reduce -0.3% | 12,860 | $530K |
| Faithward Advisors, LLC | 0.06% | Add +13.4% | 12,841 | $530K |
| Donalies Financial Planning, LLC | 0.39% | Add +2.5% | 12,801 | $528K |
| Five Oceans Advisors | 0.17% | Reduce -5.1% | 12,757 | $526K |
| Forthright Family Wealth Advisory LLC | 0.29% | Reduce -57.0% | 12,621 | $521K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +16.4% | 12,522 | $517K |
| Core Wealth Management, Inc. | 0.14% | Add +15.8% | 12,275 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Add +39.5% | 12,185 | $503K |
| US Bancorp \de | 0.00% | Add +16.8% | 12,163 | $502K |
| Tilia Fiduciary Partners, Inc. | 0.24% | Reduce -3.0% | 12,027 | $496K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -50.6% | 11,939 | $492K |
| Lewis Asset Management, LLC | 0.17% | Add +7.0% | 11,809 | $487K |
| Tru Independence Asset Management 2, LLC | 0.26% | Reduce -19.7% | 11,689 | $482K |
| Vistica Wealth Advisors, LLC | 0.42% | Reduce -9.2% | 11,663 | $481K |
| Causey Wealth LLC | 0.19% | Add +1.1% | 11,632 | $480K |
| Advyzon Investment Management, LLC | 0.03% | Add +88.1% | 11,627 | $480K |
| Goelzer Investment Management, Inc. | 0.02% | New | 11,591 | $478K |
| Stratos Investment Management, LLC | 0.02% | Add +0.4% | 11,523 | $475K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -3.9% | 11,480 | $474K |
| Parallel Advisors, LLC | 0.01% | Add +44.8% | 11,477 | $473K |
| BIP Wealth, LLC | 0.01% | Add +12.0% | 11,352 | $468K |
| Soltis Investment Advisors LLC | 0.03% | Add +1.1% | 11,338 | $468K |
| Bayshore Asset Management, LLC | 0.17% | Add +23.9% | 11,305 | $466K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $463K |
| Wall Capital Group, Inc. | 0.38% | Add +23.8% | 11,189 | $462K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.8% | 11,137 | $459K |
| Kintra Wealth, LLC | 0.02% | Add +0.9% | 10,278 | $446K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -88.3% | 10,692 | $441K |
| Retirement Planning Group, LLC | 0.01% | Add +1.1% | 10,385 | $428K |
| Prosperity Advisers, LLC | 0.31% | Reduce -4.4% | 10,328 | $426K |
| Cutler Investment Counsel LLC | 0.04% | New | 10,278 | $424K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -45.9% | 10,200 | $421K |
| AlphaCore Capital LLC | 0.01% | No change | 10,115 | $417K |
| Visionary Wealth Advisors | 0.02% | Add +75.1% | 10,049 | $415K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +3.7% | 9,967 | $413K |
| Bright Futures Wealth Management, LLC. | 0.27% | Add +6.2% | 9,948 | $410K |
| Narus Financial Partners, LLC | 0.10% | Reduce -0.3% | 9,879 | $408K |
| Dixon Fnancial Services, Inc. | 0.16% | Reduce -1.5% | 9,830 | $405K |
| Longview Financial Advisors, Inc. | 0.24% | No change | 9,827 | $405K |
| Citadel Advisors | 0.00% | Reduce -97.5% | 9,795 | $404K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 9,758 | $403K |
| Park Edge Advisors, LLC | 0.09% | Add +17.8% | 9,753 | $402K |
| Asset Dedication, LLC | 0.03% | Add +146.6% | 9,752 | $402K |
| Hanover Advisors Inc. | 0.14% | Reduce -4.8% | 9,654 | $398K |
| Cardinal Point Capital Management ULC | 0.02% | Add +1.1% | 9,500 | $392K |
| E6 Portfolios, LLC | 0.31% | New | 9,484 | $391K |
| Vigil Wealth Management, LLC | 0.28% | Reduce -1.1% | 9,483 | $391K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -5.2% | 9,472 | $391K |
| Burney Co./ | 0.01% | Reduce -6.4% | 9,395 | $388K |
| Emprise Bank | 0.14% | Reduce -6.5% | 9,389 | $387K |
| Facet Wealth, Inc. | 0.01% | Reduce -16.8% | 9,359 | $386K |
| Clear Investment Research, LLC | 0.60% | Reduce -2.4% | 9,326 | $385K |
| RS Crum Inc. | 0.07% | Reduce -3.8% | 9,255 | $382K |
| Ruedi Wealth Management, Inc. | 0.09% | Add +1.8% | 9,220 | $380K |
| Nuveen, LLC | 0.00% | New | 9,196 | $379K |
| Platform Technology Partners | 0.06% | New | 9,177 | $379K |
| Keybank National Association | 0.00% | Reduce -0.7% | 9,138 | $377K |
| Tableaux LLC | 0.16% | Add +9.8% | 9,096 | $375K |
| Sprinkle Financial Consultants LLC | 0.15% | Reduce -5.7% | 9,069 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.6% | 9,037 | $373K |
| Signal Advisors Wealth, LLC | 0.02% | New | 8,980 | $370K |
| Abacus Wealth Partners, LLC | 0.04% | Add +0.3% | 8,943 | $369K |
| Lexington Hill Partners, LLC | 0.18% | Reduce -30.5% | 8,918 | $368K |
| Atlas Legacy Advisors, LLC | 0.05% | No change | 8,684 | $358K |
| Millington Financial Advisors, LLC | 0.14% | No change | 8,611 | $356K |
| Fiduciary Alliance LLC | 0.02% | Reduce -10.1% | 8,575 | $354K |
| marrick wealth, LLC | 0.25% | Reduce -4.9% | 8,498 | $351K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 8,436 | $348K |
| Archer Investment Management, LLC | 0.12% | Reduce -3.1% | 8,304 | $343K |
| Beacon Financial Strategies CORP | 0.17% | Add +0.0% | 8,291 | $342K |
| Barnes Pettey Financial Advisors, LLC | 0.11% | Add +29.1% | 8,221 | $339K |
| Helium Advisors LLC | 0.28% | Add +1.1% | 8,193 | $338K |
| Partners in Financial Planning | 0.05% | Add +1.1% | 8,193 | $338K |
| Elevation Wealth Partners, LLC | 0.10% | Reduce -0.5% | 8,151 | $336K |
| Smithfield Trust Co | 0.01% | No change | 8,100 | $334K |
| AIMZ Investment Advisors, LLC | 0.09% | No change | 7,968 | $329K |
| K2 Financial Inc. | 0.23% | Reduce -12.0% | 7,792 | $327K |
| Financial Harvest, LLC | 0.13% | No change | 7,911 | $326K |
| HBE Wealth Management, LLC | 0.23% | Add +4.9% | 7,885 | $325K |
| Opus Financial Solutions LLC | 0.26% | No change | 7,844 | $324K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 7,816 | $322K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,807 | $322K |
| Warwick Investment Management, Inc. | 0.04% | Add +1.4% | 7,800 | $322K |
| Nwam LLC | 0.02% | Add +2.5% | 7,645 | $315K |
| Frazier Financial Advisors, LLC | 0.16% | Add +0.0% | 7,627 | $315K |
| Thryve Wealth Management LLC | 0.18% | Add +9.7% | 7,612 | $314K |
| Heck Capital Advisors, LLC | 0.02% | New | 7,607 | $314K |
| Belleair Asset Management, LLC | 0.26% | Add +11.0% | 7,597 | $313K |
| Stone Summit Wealth LLC | 0.08% | No change | 7,569 | $312K |
| Wealthcare Capital Management LLC | 0.03% | Add +13.1% | 7,524 | $310K |
| Maripau Wealth Management LLC | 0.11% | Add +4.6% | 7,426 | $306K |
| Mayport, LLC | 0.05% | No change | 7,385 | $305K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -6.4% | 7,363 | $304K |
| Ariadne Wealth Management, LP | 0.13% | Add +0.2% | 7,351 | $303K |
| KFG Wealth Management, LLC | 0.03% | Add +0.5% | 7,336 | $303K |
| JM2 Capital Inc. | 0.21% | Add +3.2% | 7,305 | $301K |
| Simplicity Wealth,LLC | 0.01% | Add +30.7% | 7,265 | $300K |
| Orcam Financial Group | 0.15% | No change | 7,262 | $300K |
| Permanent Capital Management, LP | 0.04% | New | 7,222 | $298K |
| Levin Capital Strategies, L.P. | 0.02% | New | 7,222 | $298K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $297K |
| Range Advisory, LLC | 0.04% | New | 7,191 | $297K |
| Lakeridge Wealth Management LLC | 0.11% | Reduce -32.3% | 7,176 | $296K |
| Platt Wealth Management LLC | 0.24% | Reduce -1.3% | 7,187 | $296K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +2.8% | 7,093 | $296K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 7,159 | $295K |
| Disciplined Investors, L.L.C. | 0.15% | Reduce -0.6% | 7,090 | $292K |
| Bank of New York Mellon Corp | 0.00% | No change | 7,000 | $289K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -79.8% | 6,966 | $287K |
| Nalls Sherbakoff Group, LLC | 0.20% | Add +46.9% | 6,919 | $285K |
| WorthPointe, LLC | 0.07% | Add +0.2% | 6,892 | $284K |
| Fairscale Capital, LLC | 0.17% | Add +38.4% | 6,884 | $284K |
| Balboa Wealth Partners | 0.04% | Add +9.4% | 6,842 | $282K |
| Hartmann Taylor Wealth Management, LLC | 0.19% | No change | 7,205 | $281K |
| KM Capital Management Ltd. | 0.13% | Add +0.7% | 6,796 | $280K |
| Novak & Powell Financial Services, Inc. | 0.13% | Add +0.0% | 6,795 | $280K |
| Scotia Capital Inc. | 0.00% | New | 6,726 | $277K |
| Cary Street Partners Financial LLC | 0.01% | Add +17.2% | 6,715 | $277K |
| Freedom Financial Partners LLC | 0.09% | Add +0.7% | 6,665 | $275K |
| Highland Financial Advisors, LLC | 0.06% | New | 6,654 | $274K |
| Bannerstone Capital Management, LLC | 0.23% | Add +17.1% | 6,594 | $272K |
| Wingate Wealth Advisors, Inc. | 0.12% | New | 6,577 | $271K |
| Optivise Advisory Services LLC | 0.14% | No change | 6,572 | $271K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +318.4% | 6,497 | $268K |
| Rossby Financial, LCC | 0.05% | Reduce -19.9% | 6,491 | $268K |
| JMG Financial Group, Ltd. | 0.01% | No change | 6,479 | $267K |
| James J. Burns & Company, LLC | 0.03% | Add +1.2% | 6,477 | $267K |
| Colonial Trust Co / SC | 0.03% | Add +125.9% | 6,458 | $266K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 6,419 | $265K |
| Cogent Strategic Wealth LLC | 0.25% | Reduce -4.3% | 6,386 | $263K |
| FMR LLC | 0.00% | New | 6,329 | $261K |
| Tyche Wealth Partners LLC | 0.04% | Add +0.3% | 6,238 | $257K |
| OMNI 360 Wealth, Inc. | 0.12% | Add +0.2% | 6,187 | $255K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +6.7% | 6,154 | $254K |
| Balance Wealth Partners LLC | 0.07% | Reduce -17.7% | 6,107 | $252K |
| Cannon Financial Strategists, Inc. | 0.03% | Add +1.1% | 6,066 | $250K |
| Vawter Financial, Ltd. | 0.09% | Reduce -1.7% | 6,040 | $249K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 6,010 | $248K |
| Sepio Capital, LP | 0.01% | No change | 5,976 | $247K |
| Canvas Wealth Advisors, LLC | 0.03% | Reduce -53.2% | 5,957 | $246K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 5,851 | $241K |
| Bay Capital Advisors, LLC | 0.13% | No change | 5,754 | $237K |
| Titleist Asset Management, LLC | 0.02% | New | 5,718 | $236K |
| Stirlingshire Investments, Inc. | 0.17% | New | 5,670 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 5,656 | $233K |
| Allstreet Capital Advisors LLC | 0.15% | Add +0.2% | 5,648 | $233K |
| Fortress Financial Group, LLC | 0.12% | Reduce -40.2% | 5,591 | $231K |
| BSW Wealth Partners | 0.03% | Reduce -3.4% | 5,578 | $230K |
| First Heartland Consultants, Inc. | 0.01% | New | 5,546 | $229K |
| Ascent Group, LLC | 0.01% | No change | 5,503 | $227K |
| Pinney & Scofield, Inc. | 0.11% | Reduce -4.4% | 5,383 | $222K |
| Accretive Wealth Partners, LLC | 0.05% | Reduce -23.5% | 5,352 | $221K |
| Choreo, LLC | 0.00% | Add +0.7% | 5,327 | $220K |
| Cladis Investment Advisory, LLC | 0.10% | New | 5,308 | $219K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -7.3% | 5,287 | $218K |
| Prosperitas Financial LLC | 0.07% | No change | 5,217 | $215K |
| Ritholtz Wealth Management | 0.00% | Reduce -31.2% | 5,208 | $215K |
| Kondo Wealth Advisors, Inc. | 0.07% | New | 5,149 | $212K |
| Nova R Wealth, Inc. | 0.06% | New | 5,137 | $212K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 5,114 | $211K |
| Mason & Associates, LLC | 0.04% | New | 5,069 | $209K |
| Index Fund Advisors, Inc. | 0.01% | New | 5,050 | $208K |
| CCM Investment Advisers LLC | 0.02% | New | 5,042 | $208K |
| Baker Ellis Asset Management LLC | 0.02% | New | 5,000 | $206K |
| Evergreen Capital Management LLC | 0.00% | New | 5,000 | $206K |
| Principal Securities, Inc. | 0.00% | Reduce -36.9% | 4,949 | $204K |
| Greenleaf Trust | 0.00% | New | 4,910 | $203K |
| Vilga Financial Planning LLC | 0.15% | New | 4,896 | $202K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,894 | $202K |
| SLT Holdings LLC | 0.13% | Reduce -84.6% | 4,881 | $201K |
| Cogent Private Wealth, Inc. | 0.13% | New | 4,878 | $201K |
| Busey Bank | 0.00% | New | 4,861 | $201K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.8% | 4,619 | $191K |
| West Financial Advisors, LLC | 0.03% | Add +56837.5% | 4,555 | $188K |
| Sittner & Nelson, LLC | 0.06% | No change | 4,409 | $182K |
| Centennial Bank | 0.06% | New | 4,342 | $179K |
| Wellington-Altus USA Inc. | 0.12% | No change | 4,145 | $161K |
| Reyes Financial Architecture, Inc. | 0.09% | No change | 3,903 | $161K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 3,895 | $161K |
| Kings Path Partners LLC | 0.04% | Add +1.8% | 3,601 | $149K |
| Investment Counsel Co. of Nevada | 0.26% | New | 3,369 | $139K |
| CENTRAL TRUST Co | 0.00% | New | 3,344 | $138K |
| Vanguard Advisers Inc. | 0.00% | Add +20.9% | 3,252 | $134K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 2,921 | $120K |
| Smallwood Wealth Investment Management, LLC | 0.05% | No change | 2,583 | $107K |
| Orion Capital Management LLC | 0.03% | No change | 2,526 | $104K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.1% | 2,471 | $102K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,314 | $95K |
| National Bank of Canada | 0.00% | Add +2.9% | 1,975 | $81K |
| Fortitude Family Office, LLC | 0.02% | Add +0.2% | 1,924 | $79K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $78K |
| Synergy Investment Management, LLC | 0.02% | Add +0.2% | 1,867 | $77K |
| Horizon Financial Services, LLC | 0.03% | Add +0.4% | 1,635 | $67K |
| Oakmont Advisory Group, LLC | 0.06% | New | 1,596 | $66K |
| UMB Bank, n.a. | 0.00% | No change | 1,590 | $66K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.1% | 1,542 | $64K |
| Coston, McIsaac & Partners | 0.01% | Add +53.7% | 1,442 | $59K |
| City Holding Co. | 0.01% | New | 1,321 | $54K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,204 | $50K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1,006 | $41K |
| Phillips Financial Management, LLC | 0.00% | Add +0.8% | 988 | $41K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 987 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 962 | $40K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +1.2% | 856 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | New | 780 | $32K |
| Fort Vancouver Investment Management, LLC | 0.01% | Reduce -33.9% | 764 | $32K |
| Benson Wealth Management INC | 0.03% | No change | 730 | $30K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 700 | $29K |
| Ameriflex Group, Inc. | 0.01% | New | 695 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 681 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | Add +147.4% | 611 | $25K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $25K |
| Triumph Capital Management | 0.00% | Reduce -37.0% | 587 | $24K |
| Corsicana & Co. | 0.01% | New | 520 | $21K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 516 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 467 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 452 | $19K |
| Dunhill Financial, LLC | 0.00% | No change | 430 | $18K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 326 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 306 | $13K |
| Quent Capital, LLC | 0.00% | Add +4.3% | 268 | $11K |
| Montgomery Financial Services LLC | 0.01% | — | 236 | $10K |
| Bessemer Group Inc. | 0.00% | New | 195 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 150 | $6K |
| Creative Capital Management Investments LLC | 0.00% | No change | 146 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.6% | 132 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 130 | $5K |
| Monetary Solutions, Ltd | 0.00% | New | 118 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 96 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.1% | 92 | $4K |
| MCF Advisors LLC | 0.00% | No change | 85 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +1.9% | 53 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 18 | $743 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 6 | $233 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.