Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2025 (March 31)755holders +14
54new positions
32sold out
4famous investors
$59.71avg. 13F price*
At the end of Q1 2025, 755 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 14 from Q4 2024. 54 opened new positions and 32 sold out. The largest holders were Creative Planning ($1.0B), Northern Trust Corp. ($476.5M) and Index Fund Advisors, Inc. ($349.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $67.0M |
| Exits | 32 | $17.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,391,108 shares bought and 3,679,856 shares sold, net +6,711,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 755 holders
| Creative Planning | 0.95% | Add +27.0% | 16,821,024 | $1.0B |
| Northern Trust Corp. | 0.07% | Add +6.0% | 7,974,617 | $476.5M |
| Index Fund Advisors, Inc. | 21.62% | Reduce -10.6% | 5,850,934 | $349.6M |
| Bank of America Corp. | 0.03% | Add +3.9% | 5,375,140 | $321.2M |
| Focus Partners Wealth | 0.40% | Reduce -1.2% | 2,678,647 | $160.0M |
| Pure Financial Advisors, LLC | 3.32% | Add +3.4% | 2,658,922 | $158.9M |
| TCI Wealth Advisors, Inc. | 11.78% | Add +2.5% | 2,462,758 | $147.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.9% | 2,447,086 | $146.2M |
| Alaska Permanent Fund Corp | 2.05% | No change | 2,518,859 | $146.0M |
| Financial Counselors Inc. | 1.65% | Add +5.9% | 1,822,806 | $108.9M |
| Plancorp, LLC | 3.32% | Reduce -1.5% | 1,400,095 | $83.7M |
| Savant Capital, LLC | 0.68% | Reduce -1.2% | 1,352,824 | $80.8M |
| MassMutual Private Wealth & Trust, FSB | 2.00% | Add +5.8% | 1,158,703 | $69.2M |
| First Command Advisory Services, Inc. | 0.66% | Add +12.3% | 1,150,445 | $68.7M |
| Evanson Asset Management, LLC | 4.56% | Add +1.1% | 1,075,829 | $64.3M |
| LPL Financial LLC | 0.02% | Add +17.9% | 1,024,029 | $61.2M |
| Mercer Global Advisors Inc. | 0.14% | Add +28.5% | 1,022,951 | $61.1M |
| Sageworth Trust Co | 3.63% | Add +2.9% | 977,781 | $58.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.0% | 971,997 | $58.1M |
| Brown Advisory Inc. | 0.08% | Add +36.7% | 927,961 | $55.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.35% | Add +2.6% | 888,703 | $53.1M |
| Great Waters Wealth Management | 7.08% | Reduce -4.4% | 854,067 | $51.0M |
| Royal Bank of Canada | 0.01% | Add +24.6% | 838,089 | $50.1M |
| Bank of Montreal | 0.03% | Add +6.6% | 837,655 | $50.0M |
| Confluence Wealth Services, Inc. | 3.02% | Reduce -0.3% | 848,148 | $48.0M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Add +9.9% | 789,762 | $47.2M |
| Adero Partners, LLC | 3.08% | Add +5.0% | 788,381 | $47.1M |
| UBS Group AG | 0.01% | Reduce -5.5% | 722,661 | $43.2M |
| DiNuzzo Private Wealth, Inc. | 5.30% | Reduce -0.0% | 704,409 | $42.1M |
| Stordahl Capital Management, Inc. | 9.97% | Add +4.4% | 703,488 | $42.0M |
| Great Valley Advisor Group, Inc. | 0.90% | Add +5.4% | 700,837 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.0% | 684,706 | $40.9M |
| Corient Private Wealth LP | 0.07% | Add +5.9% | 674,667 | $40.3M |
| Raymond James Financial Inc. | 0.01% | Add +19.0% | 638,485 | $38.1M |
| Chicago Partners Investment Group LLC | 1.19% | Add +7.4% | 606,403 | $35.9M |
| Dixon Fnancial Services, Inc. | 18.56% | Reduce -0.6% | 574,781 | $34.3M |
| Beaird Harris Wealth Management, LLC | 2.90% | Reduce -3.3% | 570,462 | $34.1M |
| Modera Wealth Management, LLC | 0.46% | Add +0.5% | 565,552 | $33.8M |
| Wealth Management Nebraska | 5.04% | Reduce -0.5% | 554,313 | $33.1M |
| Sax Wealth Advisors, LLC | 2.37% | Add +2.4% | 552,742 | $33.0M |
| Truist Financial Corp. | 0.05% | Reduce -6.1% | 521,696 | $31.2M |
| Pathstone Holdings, LLC | 0.13% | Add +5.4% | 515,910 | $30.8M |
| Bleakley Financial Group, LLC | 0.95% | Add +8.1% | 493,192 | $29.5M |
| Divergent Planning, LLC | 9.52% | Add +3.5% | 471,570 | $28.7M |
| Cerity Partners LLC | 0.06% | Add +5.9% | 475,668 | $28.4M |
| Sequoia Financial Advisors, LLC | 0.22% | Reduce -0.7% | 475,442 | $28.4M |
| Austin Asset Management Co Inc | 6.05% | Reduce -4.3% | 462,145 | $27.6M |
| Heritage Investment Group, Inc. | 5.15% | Reduce -0.9% | 458,691 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -42.2% | 448,817 | $26.8M |
| Kwmg, LLC | 2.71% | Add +3.9% | 446,411 | $26.7M |
| Mariner, LLC | 0.04% | Add +18.1% | 437,940 | $26.2M |
| Choreo, LLC | 0.39% | Reduce -6.6% | 416,271 | $24.9M |
| DAVENPORT & Co LLC | 0.15% | Add +9.3% | 410,669 | $24.5M |
| Foster Group, Inc. | 0.90% | Reduce -4.2% | 402,886 | $24.1M |
| Tanager Wealth Management LLP | 3.11% | Add +2.1% | 399,852 | $23.9M |
| Bouchey Financial Group, Ltd. | 2.11% | Add +3.3% | 390,772 | $23.3M |
| Comerica Bank | 0.10% | Reduce -2.5% | 390,478 | $23.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -16.3% | 389,417 | $23.3M |
| Phillips Financial Management, LLC | 1.73% | Add +18.1% | 374,665 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Add +176.5% | 368,344 | $22.0M |
| First National Trust Co | 0.87% | Reduce -0.8% | 363,055 | $21.7M |
| Tillman Hartley LLC | 6.27% | Add +1.5% | 360,700 | $21.6M |
| Financial Consulate, Inc. | 5.35% | New | 354,649 | $21.2M |
| Market Street Wealth Management Advisors LLC | 3.57% | Add +1.6% | 351,250 | $21.0M |
| Heritage Wealth Management, Inc./Texas | 12.09% | Add +1.8% | 349,388 | $20.9M |
| DecisionPoint Financial, LLC | 6.03% | Add +9.4% | 347,698 | $20.8M |
| EP Wealth Advisors, LLC | 0.16% | Add +63.0% | 341,296 | $20.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -9.3% | 317,759 | $19.0M |
| New Hampshire Trust | 4.32% | Add +6.1% | 316,031 | $18.9M |
| Planning Center, Inc. | 2.21% | Add +0.6% | 311,970 | $18.6M |
| Hurlow Wealth Management Group, Inc. | 5.68% | Add +6.1% | 304,296 | $18.2M |
| Your Advocates Ltd., LLP | 6.89% | Add +6.9% | 300,609 | $18.0M |
| Arax Advisory Partners | 1.15% | Add +8.6% | 299,546 | $17.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Reduce -2.7% | 299,415 | $17.9M |
| Captrust Financial Advisors | 0.04% | Reduce -1.3% | 298,022 | $17.8M |
| Builder Investment Group Inc. | 5.03% | Add +1.4% | 296,155 | $17.7M |
| Tilson Financial Group, Inc. | 6.90% | Add +3.3% | 291,868 | $17.4M |
| Jackson Thornton Wealth Management, LLC | 2.28% | Add +5.4% | 308,450 | $17.2M |
| Disciplined Equity Management, Inc. | 11.73% | Add +0.6% | 282,096 | $16.9M |
| Morgan Stanley | 0.00% | Add +2.3% | 269,994 | $16.1M |
| Pillar Financial Advisors, LLC | 11.98% | Add +5.2% | 269,046 | $16.1M |
| Pinney & Scofield, Inc. | 11.53% | Add +4.6% | 266,482 | $15.9M |
| AdvisorNet Financial, Inc | 1.16% | Add +5.3% | 261,389 | $15.6M |
| Farther Finance Advisors, LLC | 0.40% | Add +31.5% | 259,313 | $15.6M |
| Root Financial Partners, LLC | 1.65% | Add +1793.7% | 259,222 | $15.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.88% | Add +3.4% | 258,995 | $15.5M |
| Forum Private Client Group LLC | 6.70% | Add +4.3% | 258,333 | $15.4M |
| Timonier Family Office, LTD. | 6.76% | Add +14.4% | 256,025 | $15.3M |
| Dynamic Advisor Solutions LLC | 0.50% | Add +1.5% | 253,867 | $15.2M |
| McLean Asset Management Corp | 5.00% | Add +2.3% | 289,440 | $15.1M |
| Cetera Investment Advisers | 0.03% | Reduce -5.3% | 249,450 | $14.9M |
| EnRich Financial Partners LLC | 4.99% | Reduce -8.0% | 248,583 | $14.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +6.3% | 245,933 | $14.7M |
| PBMares Wealth Management LLC | 2.85% | Add +13.6% | 238,196 | $14.2M |
| Mission Wealth Management, LP | 0.35% | Reduce -6.0% | 233,759 | $14.0M |
| Stadion Money Management, LLC | 1.39% | Reduce -0.1% | 233,132 | $13.9M |
| West Financial Advisors, LLC | 2.64% | Add +4.0% | 232,842 | $13.9M |
| Armor Investment Advisors, LLC | 5.72% | Add +1.2% | 231,192 | $13.8M |
| Lutz Financial Services LLC | 1.11% | Reduce -1.4% | 226,426 | $13.5M |
| LRI Investments, LLC | 1.29% | Add +3114.9% | 224,275 | $13.4M |
| Aspen Capital Management, LLC | 4.28% | — | 224,108 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.9% | 221,336 | $13.2M |
| Factor Wealth Management LTD | 3.98% | Add +1.4% | 217,066 | $13.0M |
| Parkwoods Wealth Partners, LLC | 8.73% | Add +0.9% | 216,301 | $12.9M |
| Hill Island Financial LLC | 3.77% | Add +49.4% | 215,202 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 212,563 | $12.7M |
| Allodium Investment Consultants, LLC | 9.15% | Add +30.6% | 207,518 | $12.4M |
| Advisory Alpha, LLC | 0.42% | Add +29.4% | 206,905 | $12.4M |
| One Capital Management, LLC | 0.41% | Add +35.4% | 202,473 | $12.1M |
| PCA Investment Advisory Services Inc. | 6.39% | Add +17.5% | 202,262 | $12.1M |
| Avantax Advisory Services, Inc. | 0.07% | Add +151.9% | 198,456 | $11.9M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -3.0% | 196,217 | $11.7M |
| G2 Capital Management, LLC / Oh | 3.55% | Add +6.6% | 196,001 | $11.7M |
| McGlone Suttner Wealth Management, Inc. | 1.91% | Add +1.9% | 194,342 | $11.6M |
| Aire Advisors, LLC | 2.43% | Add +2.3% | 192,941 | $11.5M |
| Midwest Heritage Bank, FSB | 4.59% | Add +13.5% | 186,745 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +10.0% | 183,342 | $11.0M |
| Spinnaker Investment Group, LLC | 2.47% | Add +10.1% | 183,165 | $10.9M |
| American Investment Services, Inc. | 1.91% | Add +4.7% | 181,199 | $10.8M |
| Larson Financial Group LLC | 0.51% | Reduce -4.9% | 179,965 | $10.8M |
| Monograph Wealth Advisors, LLC | 1.44% | Add +3.1% | 177,187 | $10.6M |
| Granite Harbor Advisors, Inc. | 5.56% | Reduce -11.3% | 175,322 | $10.5M |
| Cardiff Park Advisors, LLC | 0.99% | Add +2.1% | 170,872 | $10.2M |
| Bannerman Wealth Management Group, LLC | 8.23% | Add +5.9% | 168,621 | $10.1M |
| Allworth Financial LP | 0.06% | Add +0.0% | 172,291 | $10.0M |
| Cwm, LLC | 0.04% | Reduce -4.7% | 163,720 | $9.8M |
| Wescott Financial Advisory Group, LLC | 1.00% | Add +6.2% | 160,785 | $9.6M |
| Trinity Financial Advisors LLC | 3.42% | Add +6.3% | 167,103 | $9.5M |
| Bridgewater Advisors Inc. | 0.81% | Add +9.1% | 160,383 | $9.3M |
| Enzi Wealth | 3.76% | Add +5.2% | 160,665 | $9.3M |
| Summit Wealth Group, LLC | 2.69% | Add +4.9% | 153,984 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +28.6% | 150,951 | $9.0M |
| MAI Capital Management | 0.07% | Add +9.1% | 148,329 | $8.9M |
| Colorado Capital Management, Inc. | 4.11% | Add +3.4% | 147,749 | $8.8M |
| Earned Wealth Advisors, LLC | 1.93% | Add +0.2% | 147,465 | $8.8M |
| Forum Financial Management, LP | 0.15% | Reduce -1.5% | 146,788 | $8.8M |
| Tassel Capital Management, Inc. | 7.67% | Add +7.6% | 146,708 | $8.8M |
| Envision Financial Planning, LLC | 4.45% | Add +2.7% | 146,150 | $8.7M |
| Burk Holdings LLC | 6.55% | Add +3.1% | 145,147 | $8.7M |
| Acorn Creek Capital LLC | 4.32% | Add +13.3% | 144,901 | $8.7M |
| BWM Planning, LLC | 3.61% | Add +3.8% | 142,870 | $8.5M |
| WorthPointe, LLC | 3.88% | Reduce -10.7% | 142,361 | $8.5M |
| Navigoe, LLC | 7.19% | Reduce -16.5% | 138,914 | $8.3M |
| Mendota Financial Group, LLC | 8.94% | Reduce -27.6% | 137,919 | $8.2M |
| HUB Investment Partners, LLC | 0.33% | Reduce -30.9% | 136,666 | $8.2M |
| 1900 Wealth Management LLC | 0.67% | Add +2.7% | 134,671 | $8.0M |
| Spire Wealth Management | 0.26% | Add +2.9% | 134,116 | $8.0M |
| CGN Advisors LLC | 0.76% | Add +26.5% | 130,798 | $7.8M |
| First National Bank Sioux Falls | 3.16% | Add +15.8% | 130,788 | $7.8M |
| Wood Tarver Financial Group, LLC | 2.50% | Add +8.3% | 128,423 | $7.7M |
| Park Avenue Securities LLC | 0.09% | Add +17.3% | 128,381 | $7.7M |
| Atria Investments, Inc | 0.10% | Add +1.8% | 127,253 | $7.6M |
| FLC Capital Advisors | 1.71% | Add +1.6% | 127,211 | $7.6M |
| Williams Financial, LLC | 5.21% | Reduce -34.3% | 124,666 | $7.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -6.5% | 123,934 | $7.4M |
| TFO Wealth Partners, LLC | 1.47% | Add +0.9% | 123,693 | $7.4M |
| Ruedi Wealth Management, Inc. | 2.29% | Reduce -1.5% | 122,695 | $7.3M |
| Gemmer Asset Management LLC | 0.73% | Reduce -11.0% | 122,619 | $7.3M |
| Keb Asset Management, LLC | 2.06% | Reduce -1.3% | 121,321 | $7.2M |
| Dravo Bay LLC | 3.82% | Reduce -5.5% | 120,527 | $7.2M |
| Aegis Wealth Management LLC | 4.22% | Add +4.0% | 120,245 | $7.2M |
| Pioneer Wealth Management Group | 3.09% | — | 120,126 | $7.2M |
| Cedar Point Capital Partners, LLC | 4.76% | Add +2.5% | 118,607 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +29.4% | 117,449 | $7.0M |
| Claris Advisors, LLC / Mo / | 2.61% | Add +11.9% | 117,454 | $7.0M |
| Ruggaard & Associates LLC | 3.07% | Add +2.5% | 117,112 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | New | 117,050 | $7.0M |
| Pacific Sage Partners, LLC | 1.57% | Add +1.4% | 116,441 | $7.0M |
| Ballentine Capital Advisors, Inc | 3.49% | Add +2.2% | 115,168 | $6.9M |
| CarsonAllaria Wealth Management, Ltd. | 3.98% | Reduce -0.4% | 115,023 | $6.9M |
| GEM Asset Management, LLC | 3.83% | Add +4.3% | 114,087 | $6.8M |
| Pinnacle Financial Group, LLC / IL | 2.48% | Add +8.6% | 114,222 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Add +0.1% | 113,720 | $6.8M |
| Aspiriant, LLC | 0.23% | Reduce -0.7% | 112,988 | $6.8M |
| Lam Group, Inc. | 4.93% | Reduce -0.1% | 112,205 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +33.0% | 111,361 | $6.7M |
| Meriwether Wealth & Planning, LLC | 4.27% | Add +20.1% | 109,575 | $6.5M |
| US Financial Advisors, LLC | 1.93% | Add +0.2% | 109,158 | $6.5M |
| Invst, LLC | 0.88% | Reduce -59.7% | 108,185 | $6.5M |
| Hardy Reed LLC | 0.57% | Add +3.1% | 107,985 | $6.5M |
| Yardley Wealth Management LLC | 3.78% | Reduce -15.3% | 107,380 | $6.4M |
| Vermillion Wealth Management, Inc. | 1.88% | Add +3.1% | 105,600 | $6.3M |
| VeraBank, N.A. | 1.75% | Add +7.0% | 104,704 | $6.3M |
| Alpha Financial Advisors, LLC | 2.70% | Reduce -11.6% | 101,753 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -14.2% | 100,722 | $6.0M |
| Andrews, Lucia Wealth Management LLC | 4.02% | Add +2.1% | 91,970 | $6.0M |
| KPP Advisory Services LLC | 1.13% | Add +13.9% | 99,747 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Add +4.3% | 99,140 | $5.9M |
| Rf&l Wealth Management, LLC | 4.12% | Add +2.3% | 96,405 | $5.8M |
| JDH Wealth Management, LLC | 4.85% | Add +4.7% | 94,551 | $5.6M |
| Curio Wealth, LLC | 2.93% | Reduce -99.6% | 351 | $5.6M |
| Zhang Financial LLC | 0.29% | Reduce -2.6% | 91,820 | $5.5M |
| Efficient Advisors, LLC | 0.35% | Reduce -5.9% | 90,560 | $5.4M |
| KMT Wealth Management, LLC | 3.70% | Reduce -5.2% | 90,461 | $5.4M |
| Webster Bank, N. A. | 0.59% | Add +59.4% | 90,187 | $5.4M |
| CX Institutional | 0.20% | Add +4.8% | 89,891 | $5.4M |
| JMG Financial Group, Ltd. | 0.18% | Reduce -0.8% | 89,212 | $5.3M |
| Kooman & Associates | 1.94% | Add +2.5% | 88,363 | $5.3M |
| Pinkerton Wealth, LLC | 0.64% | Add +3.2% | 82,816 | $4.9M |
| Investmark Advisory Group LLC | 2.44% | Add +6.0% | 82,569 | $4.9M |
| Cascade Wealth Advisors, Inc | 3.40% | Reduce -35.7% | 88,230 | $4.9M |
| Oarsman Capital, Inc. | 0.87% | Add +69374.4% | 81,285 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +12.8% | 80,788 | $4.8M |
| Seneschal Advisors, LLC | 4.14% | Add +1.2% | 80,700 | $4.8M |
| Parker Financial LLC | 2.30% | Add +8.2% | 80,013 | $4.8M |
| Jane Street Group, LLC | 0.01% | New | 78,280 | $4.7M |
| Altiora Financial Group, LLC | 0.97% | Add +0.1% | 76,499 | $4.6M |
| Bayshore Asset Management, LLC | 2.26% | Add +0.1% | 75,933 | $4.5M |
| Vestia Personal Wealth Advisors | 3.56% | Add +7.7% | 75,259 | $4.5M |
| Bordeaux Wealth Advisors LLC | 0.82% | Reduce -10.7% | 74,588 | $4.5M |
| Main Street Financial Solutions, LLC | 0.38% | Add +15.6% | 73,012 | $4.4M |
| Altura Wealth Advisors Inc. | 2.89% | Add +36.4% | 72,902 | $4.4M |
| AlphaCore Capital LLC | 0.37% | New | 72,555 | $4.3M |
| Well Done, LLC | 0.77% | Reduce -2.2% | 65,453 | $4.3M |
| Sageworth Trust Co of South Dakota | 5.05% | Add +3.4% | 70,304 | $4.2M |
| Cordant, Inc. | 2.11% | Reduce -0.6% | 67,690 | $4.0M |
| Kondo Wealth Advisors, Inc. | 1.98% | Reduce -0.2% | 67,322 | $4.0M |
| FMB Wealth Management | 2.22% | Reduce -2.5% | 67,207 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +68.5% | 66,409 | $4.0M |
| Waterfront Wealth Inc. | 0.96% | Reduce -9.5% | 65,834 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.3% | 64,786 | $3.9M |
| First Financial Group Corp | 4.34% | Add +3.6% | 64,154 | $3.8M |
| Kraft Asset Management, LLC | 3.46% | Reduce -2.1% | 63,192 | $3.8M |
| Physician Wealth Advisors, Inc. | 0.64% | Reduce -18.6% | 62,576 | $3.7M |
| Hiley Hunt Wealth Management | 2.04% | Add +9.5% | 62,268 | $3.7M |
| Discipline Wealth Solutions, LLC | 1.77% | Reduce -8.0% | 62,205 | $3.7M |
| CPA Asset Management Group, LLC | 1.63% | Reduce -2.1% | 62,053 | $3.7M |
| Wealthspan Partners, LLC | 1.70% | Add +4.8% | 61,750 | $3.7M |
| CLG LLC | 1.28% | Reduce -7.2% | 61,685 | $3.7M |
| Forza Wealth Management, LLC | 1.65% | Add +1.3% | 61,557 | $3.7M |
| First Western Trust Bank | 0.17% | Reduce -1.6% | 59,705 | $3.6M |
| Cascade Financial Partners, LLC | 0.45% | Add +4.2% | 59,225 | $3.5M |
| Efficient Frontier Advisors LLC | 2.29% | Add +0.1% | 59,025 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.6% | 49,590 | $3.5M |
| Strategic Investment Solutions, Inc. | 1.01% | Reduce -6.0% | 58,239 | $3.5M |
| TruNorth Capital Management, LLC | 0.86% | Add +0.0% | 58,220 | $3.5M |
| Apella Capital, LLC | 0.12% | Reduce -6.6% | 60,680 | $3.5M |
| SC&H Financial Advisors, Inc. | 0.67% | Add +3.1% | 57,279 | $3.4M |
| Grunden Financial Advisory, Inc. | 1.65% | Add +9.4% | 56,874 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.4% | 56,319 | $3.4M |
| Tme Financial, Inc. | 2.90% | New | 55,894 | $3.3M |
| DBK Financial Counsel, LLC | 3.34% | Add +3.9% | 55,712 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.08% | No change | 50,351 | $3.3M |
| Cordgrass Capital Advisors, LLC | 0.93% | Add +5.9% | 54,588 | $3.3M |
| Investment Advisory Group, LLC | 1.08% | Add +0.0% | 54,088 | $3.2M |
| PFG Advisors | 0.18% | Add +9.3% | 53,601 | $3.2M |
| Birchcreek Wealth Management, LLC | 1.99% | Add +21.9% | 52,899 | $3.2M |
| Physician Wealth Solutions Inc. | 1.59% | No change | 52,865 | $3.2M |
| Foundations Investment Advisors, LLC | 0.06% | Add +30.7% | 51,120 | $3.1M |
| Sandy Spring Bank | 0.13% | Add +1.9% | 50,955 | $3.0M |
| Platform Technology Partners | 0.87% | Add +6.0% | 50,131 | $3.0M |
| Narus Financial Partners, LLC | 1.01% | Add +7.2% | 49,774 | $3.0M |
| Blue Trust, Inc. | 0.04% | Reduce -3.0% | 49,587 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.4% | 48,745 | $2.9M |
| Sachem Hill LLC | 0.57% | Add +4.5% | 48,709 | $2.9M |
| Blume Capital Management, Inc. | 0.65% | Add +6.1% | 48,699 | $2.9M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -3.1% | 48,454 | $2.9M |
| Kelleher Financial Advisors | 1.13% | Reduce -2.3% | 47,658 | $2.8M |
| RFG Advisory, LLC | 0.08% | Reduce -4.2% | 47,606 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -4.4% | 46,494 | $2.8M |
| Acas, LLC | 2.09% | Reduce -39.8% | 47,075 | $2.7M |
| TAGStone Capital, Inc. | 1.35% | Reduce -12.9% | 45,862 | $2.7M |
| Dopkins Wealth Management, LLC | 1.38% | Reduce -3.5% | 45,578 | $2.7M |
| Parkworth Wealth Management, Inc. | 2.16% | Reduce -0.3% | 45,296 | $2.7M |
| Cambridge Financial Group, LLC | 1.14% | Reduce -6.7% | 44,958 | $2.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.27% | New | 44,934 | $2.7M |
| WESCAP Management Group, Inc. | 0.65% | Reduce -8.1% | 44,712 | $2.7M |
| Mason & Associates Inc | 0.66% | Add +2.8% | 44,646 | $2.7M |
| Smartleaf Asset Management LLC | 0.26% | Add +4.6% | 44,421 | $2.7M |
| Vantage Point Financial LLC | 1.33% | Add +0.1% | 44,288 | $2.6M |
| TCP Asset Management, LLC | 0.59% | Add +4.3% | 44,005 | $2.6M |
| Meridian Wealth Partners, LLC | 0.42% | Add +18.9% | 43,886 | $2.6M |
| Cahill Wealth Management, LLC | 1.33% | Add +104.6% | 43,817 | $2.6M |
| Syverson Strege & Co | 0.84% | Add +5.0% | 43,758 | $2.6M |
| Mather Group, Llc. | 0.03% | Add +50.3% | 43,734 | $2.6M |
| MBA Advisors LLC | 1.28% | New | 43,322 | $2.6M |
| Tortoise Investment Management, LLC | 0.27% | Add +47.8% | 43,247 | $2.6M |
| Aurelius Family Office LLC | 1.31% | Reduce -39.5% | 43,206 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -25.3% | 43,193 | $2.6M |
| Legacy Financial Group, Inc. | 0.83% | Add +1.7% | 43,080 | $2.6M |
| HTG Investment Advisors, Inc. | 1.07% | Reduce -1.0% | 42,804 | $2.6M |
| Modern Wealth Management, LLC | 0.08% | New | 42,355 | $2.5M |
| Wade Financial Advisory, Inc | 0.86% | Reduce -0.1% | 42,167 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 42,162 | $2.5M |
| BCM Advisors, LLC | 0.57% | Add +11.9% | 42,113 | $2.5M |
| Strategent Financial, LLC | 2.27% | Add +20.5% | 41,884 | $2.5M |
| Pettinga Financial Advisors LLC | 0.59% | Add +1.4% | 41,731 | $2.5M |
| Financial Connections Group, Inc. | 1.12% | Reduce -0.6% | 41,701 | $2.5M |
| RS Crum Inc. | 0.66% | Reduce -7.1% | 41,072 | $2.5M |
| Embree Financial Group | 0.40% | Add +226.3% | 40,237 | $2.4M |
| Moody National Bank Trust Division | 0.25% | Add +74.7% | 39,884 | $2.4M |
| M Wealth Management, LLC | 2.22% | Reduce -21.2% | 39,834 | $2.4M |
| Wealthstream Advisors, Inc. | 0.44% | Reduce -2.1% | 39,271 | $2.3M |
| Great Point Wealth Advisors, LLC | 0.51% | Reduce -0.4% | 39,094 | $2.3M |
| Collective Family Office LLC | 0.62% | Reduce -12.2% | 38,204 | $2.3M |
| Lauer Wealth, LLC | 1.75% | Add +14.9% | 38,982 | $2.3M |
| Capstone Wealth Management, LLC | 2.26% | Reduce -0.0% | 37,926 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +189.2% | 37,353 | $2.2M |
| Pacific Asset Management, LLC | 1.97% | Add +0.1% | 36,841 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +0.9% | 36,139 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.1% | 35,967 | $2.1M |
| StrongBox Wealth, LLC | 0.90% | Add +6.0% | 35,949 | $2.1M |
| Willow Creek Wealth Management Inc. | 0.21% | Add +0.7% | 35,858 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +62.3% | 35,856 | $2.1M |
| Florida Trust Wealth Management Co | 0.07% | Add +109.3% | 35,831 | $2.1M |
| AQR Capital Management | 0.00% | Add +30.3% | 35,688 | $2.1M |
| Trace Wealth Advisors, LLC | 1.89% | Add +0.4% | 35,443 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.4% | 35,249 | $2.1M |
| Quadcap Wealth Management, LLC | 0.30% | Reduce -17.6% | 35,130 | $2.1M |
| Baker Boyer National Bank | 0.77% | Reduce -2.1% | 34,990 | $2.1M |
| Resonant Capital Advisors, LLC | 0.15% | Add +3.8% | 34,875 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.8% | 34,845 | $2.1M |
| Ironwood Financial, llc | 0.45% | Reduce -0.5% | 34,757 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Add +9.0% | 34,492 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +2.9% | 33,720 | $2.0M |
| WPWealth LLP | 0.40% | Add +91.5% | 33,657 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | New | 33,582 | $2.0M |
| Maryland Capital Advisors Inc. | 0.87% | Add +30.1% | 32,840 | $2.0M |
| Ariadne Wealth Management, LP | 1.01% | Reduce -15.5% | 32,044 | $1.9M |
| Sutton Place Investors LLC | 1.28% | Add +1.2% | 31,941 | $1.9M |
| Concord Wealth Partners | 0.31% | Reduce -7.3% | 31,891 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +22.7% | 31,818 | $1.9M |
| 180 Wealth Advisors, LLC | 0.30% | Add +31.6% | 31,606 | $1.9M |
| Cypress Wealth Services, LLC | 0.38% | Reduce -12.2% | 31,061 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -13.4% | 30,825 | $1.8M |
| AG Asset Advisory, LLC | 1.84% | Add +13.4% | 30,008 | $1.8M |
| Hemington Wealth Management | 0.27% | No change | 29,511 | $1.8M |
| WCG Wealth Advisors LLC | 0.13% | Add +1.0% | 29,492 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +563.0% | 29,389 | $1.8M |
| Cloud Capital Management, LLC | 1.25% | — | 29,392 | $1.8M |
| Alexander Labrunerie & Co., Inc. | 0.76% | Add +1.6% | 29,209 | $1.7M |
| Elevate Wealth Advisory, Inc. | 1.23% | Reduce -0.4% | 29,133 | $1.7M |
| JFS Wealth Advisors, LLC | 0.12% | Add +1.0% | 28,965 | $1.7M |
| Aspen Wealth Management LLC | 0.48% | Add +9.3% | 28,653 | $1.7M |
| HM Payson & Co. | 0.03% | Reduce -11.1% | 28,449 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +19.7% | 28,068 | $1.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.50% | Add +0.3% | 28,027 | $1.7M |
| SwitchPoint Financial Planning, LLC | 1.59% | No change | 28,004 | $1.7M |
| Five Oceans Advisors | 0.80% | Reduce -11.4% | 27,971 | $1.7M |
| Westmount Partners, LLC | 0.49% | Reduce -4.9% | 27,155 | $1.6M |
| Beta Wealth Group, Inc. | 0.57% | Add +62.0% | 26,337 | $1.6M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -6.1% | 26,293 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | No change | 26,187 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -9.6% | 25,984 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Add +16.5% | 25,543 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 25,538 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.37% | Add +2.1% | 25,473 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | New | 25,395 | $1.5M |
| Renaissance Technologies | 0.00% | Add +47.1% | 25,000 | $1.5M |
| LVZ, Inc. | 0.19% | Reduce -40.3% | 24,856 | $1.5M |
| Morris Financial Concepts, Inc. | 0.62% | Add +14.4% | 24,776 | $1.5M |
| Retirement Guys Formula LLC | 0.73% | Reduce -13.8% | 24,459 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +31.1% | 24,387 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -7.7% | 24,348 | $1.5M |
| Jacobi Capital Management LLC | 0.11% | Add +23.3% | 24,274 | $1.5M |
| Squire Investment Management Company, LLC | 0.59% | Add +14.5% | 23,599 | $1.4M |
| Shearwater Capital LLC | 0.99% | Reduce -1.6% | 23,576 | $1.4M |
| Eagle Strategies LLC | 0.24% | Add +7.2% | 23,120 | $1.4M |
| Lauterbach Financial Advisors, LLC | 0.85% | Add +0.0% | 22,798 | $1.4M |
| Fca Corp. | 0.43% | Add +1.8% | 22,567 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.6% | 22,182 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.0% | 22,015 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +12.2% | 21,996 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.0% | 21,951 | $1.3M |
| Accredited Wealth Management, LLC | 1.10% | Add +5.8% | 21,880 | $1.3M |
| Awm Capital, LLC | 0.15% | Reduce -2.0% | 21,589 | $1.3M |
| Elevation Wealth Partners, LLC | 0.56% | Add +3.2% | 21,582 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +1.6% | 21,388 | $1.3M |
| Curi Capital, LLC | 0.03% | No change | 21,354 | $1.3M |
| Hartmann Taylor Wealth Management, LLC | 1.14% | — | 21,307 | $1.3M |
| Teachers Insurance & Annuity Association of America | 1.68% | No change | 21,127 | $1.3M |
| Red Lighthouse Investment Management, LLC | 0.51% | Add +61.5% | 20,221 | $1.3M |
| VSM Wealth Advisory, LLC | 0.45% | Reduce -4.3% | 20,892 | $1.2M |
| Quantum Financial Advisors, LLC | 0.18% | No change | 20,700 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -24.0% | 20,647 | $1.2M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | Add +0.6% | 20,369 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 19,680 | $1.2M |
| Powers Advisory Group, LLC | 0.56% | Add +23.9% | 19,633 | $1.2M |
| Apollon Financial, LLC | 0.28% | New | 19,585 | $1.2M |
| Elser Financial Planning, Inc | 1.61% | Reduce -97.3% | 19,467 | $1.2M |
| Colony Family Offices, LLC | 0.36% | Add +48.5% | 19,439 | $1.2M |
| Compound Planning, Inc. | 0.05% | Add +298.7% | 19,406 | $1.2M |
| Wealth Advisors Northwest LLC | 0.73% | Reduce -4.4% | 19,387 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +0.1% | 19,343 | $1.2M |
| Mayfair Advisory Group, LLC | 0.66% | Add +0.4% | 19,285 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.1% | 19,155 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.37% | No change | 19,129 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,085 | $1.1M |
| Clarity Capital Advisors, LLC | 0.74% | Add +0.2% | 18,964 | $1.1M |
| Citadel Advisors | 0.00% | Add +12.5% | 18,825 | $1.1M |
| South Plains Financial, Inc. | 0.87% | No change | 18,727 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.55% | Add +11.0% | 18,647 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +2.0% | 18,631 | $1.1M |
| Warwick Investment Management, Inc. | 0.23% | Add +0.2% | 18,402 | $1.1M |
| Stevens Capital Partners | 0.51% | Add +5.8% | 18,141 | $1.1M |
| SpringVest Wealth Management LLC | 0.89% | Reduce -3.5% | 17,869 | $1.1M |
| Savvy Advisors, Inc. | 0.11% | New | 17,732 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | No change | 17,625 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +2.5% | 17,447 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Add +4.9% | 17,431 | $1.0M |
| Naples Global Advisors, LLC | 0.10% | Add +1.3% | 17,216 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.15% | Add +0.6% | 17,367 | $1.0M |
| Olistico Wealth, LLC | 0.63% | Reduce -2.1% | 17,044 | $1.0M |
| Montag A & Associates Inc. | 0.05% | No change | 16,918 | $1.0M |
| Financial Insights, Inc. | 0.39% | Reduce -0.4% | 16,499 | $986K |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 16,484 | $985K |
| Prospect Financial Group LLC | 1.25% | Reduce -4.0% | 16,456 | $983K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +167.6% | 16,381 | $979K |
| Samalin Investment Counsel, LLC | 0.40% | Add +23.5% | 16,266 | $972K |
| Cathy Pareto & Associates, Inc. | 0.86% | Reduce -4.4% | 16,242 | $970K |
| Kendall Capital Management | 0.28% | New | 16,050 | $959K |
| Michael A. Dubis Financial Planning, LLC | 0.93% | No change | 16,038 | $958K |
| Axis Wealth Partners, LLC | 0.71% | Add +13.7% | 16,018 | $957K |
| Asset Dedication, LLC | 0.08% | Reduce -15.7% | 15,996 | $956K |
| Capital Management Associates, Inc | 0.22% | Add +100.0% | 15,908 | $951K |
| Kestra Investment Management, LLC | 0.02% | Add +300.1% | 15,620 | $933K |
| Drucker Wealth 3.0, LLC | 0.20% | New | 15,585 | $931K |
| Prospera Financial Services Inc | 0.02% | No change | 15,398 | $920K |
| Verus Wealth Management, LLC | 1.00% | Reduce -0.1% | 15,276 | $913K |
| Summit Trail Advisors, LLC | 0.03% | No change | 15,085 | $901K |
| FineMark National Bank & Trust | 0.03% | Add +172.9% | 15,077 | $901K |
| CWA Asset Management Group, LLC | 0.04% | Add +46.3% | 14,903 | $890K |
| Smith, Moore & Co. | 0.08% | Add +4.7% | 14,898 | $890K |
| Intelligence Driven Advisers, LLC | 0.16% | New | 14,254 | $852K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 14,087 | $842K |
| IFG Advisory, LLC | 0.05% | Reduce -3.2% | 13,874 | $829K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +0.6% | 13,681 | $817K |
| Commerce Bank | 0.01% | No change | 13,502 | $807K |
| Websterrogers Financial Advisors, LLC | 0.27% | Reduce -1.0% | 13,064 | $781K |
| Mills Wealth Advisors LLC | 0.41% | Add +19.0% | 13,046 | $780K |
| Verus Financial Partners, Inc. | 0.09% | Add +0.2% | 13,982 | $779K |
| Dodds Wealth, LLC | 0.25% | Add +8.2% | 13,002 | $777K |
| FMR LLC | 0.00% | Add +27.7% | 12,947 | $774K |
| Centaurus Financial, Inc. | 0.05% | Add +2.0% | 12,915 | $772K |
| L & S Advisors Inc | 0.11% | Add +6.1% | 12,905 | $771K |
| Clark Asset Management, LLC | 0.13% | Add +0.1% | 12,764 | $763K |
| Werba Rubin Papier Wealth Management | 0.16% | Reduce -0.6% | 12,660 | $756K |
| M Holdings Securities, Inc. | 0.13% | New | 12,642 | $755K |
| BCO Wealth Management LLC | 0.59% | Reduce -10.3% | 12,585 | $752K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +102.1% | 12,570 | $751K |
| Seven Mile Advisory | 0.50% | Add +31.1% | 12,533 | $749K |
| &partners | 0.01% | Add +58.2% | 12,528 | $748K |
| Total Wealth Planning, LLC | 0.11% | Reduce -4.0% | 12,503 | $747K |
| First County Bank | 0.40% | New | 12,172 | $727K |
| IFG Advisors, LLC | 0.14% | Reduce -6.4% | 12,077 | $722K |
| SVB Wealth LLC | 0.03% | Add +0.0% | 12,061 | $721K |
| Coldstream Capital Management Inc. | 0.02% | Add +80.2% | 12,031 | $719K |
| Valued Wealth Advisors LLC | 0.43% | Add +111.9% | 11,890 | $710K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.7% | 11,799 | $705K |
| Merit Financial Group, LLC | 0.01% | Add +130.3% | 11,773 | $703K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +31.9% | 11,488 | $686K |
| Chokshi & Queen Wealth Advisors, Inc | 0.45% | No change | 11,488 | $686K |
| KM Capital Management Ltd. | 0.36% | Reduce -20.4% | 11,337 | $677K |
| ARK & TLK Investments, LLC | 0.24% | No change | 11,317 | $676K |
| Jentner Corp | 0.20% | Reduce -18.3% | 11,287 | $674K |
| Greenspring Advisors, LLC | 0.16% | No change | 11,179 | $668K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | New | 11,156 | $667K |
| Porter White Investment Advisors, Inc. | 0.33% | Reduce -0.1% | 11,094 | $663K |
| 25 LLC | 0.27% | Add +0.1% | 11,094 | $663K |
| Brown Brothers Harriman & Co. | 0.00% | Add +83.7% | 10,955 | $655K |
| JT Stratford LLC | 0.12% | New | 10,824 | $647K |
| Essex Financial Services, Inc. | 0.05% | Add +3.8% | 10,735 | $641K |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 10,733 | $641K |
| Capital Analysts, LLC | 0.02% | Add +2107.8% | 10,686 | $638K |
| SJS Investment Consulting Inc. | 0.11% | Add +1.1% | 10,649 | $636K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -28.1% | 10,552 | $630K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -28.1% | 10,552 | $630K |
| Goepper Burkhardt LLC | 0.25% | Add +24.7% | 10,428 | $623K |
| Graver Capital Management, LLC | 0.64% | No change | 10,426 | $623K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.5% | 10,230 | $611K |
| Simplicity Wealth,LLC | 0.05% | New | 10,125 | $605K |
| CWS Financial Advisors, LLC | 0.19% | Add +4.6% | 10,122 | $605K |
| CRA Financial Services, LLC | 0.10% | Add +36.8% | 10,087 | $603K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 9,838 | $588K |
| Measured Wealth Private Client Group, LLC | 0.19% | Reduce -0.9% | 9,805 | $586K |
| CW Advisors, LLC | 0.01% | Reduce -13.8% | 9,790 | $586K |
| CVA Family Office, LLC | 0.09% | Add +0.2% | 9,706 | $580K |
| Sowell Financial Services LLC | 0.03% | Reduce -8.7% | 9,700 | $580K |
| Clear Creek Financial Management, LLC | 0.06% | New | 9,698 | $579K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.8% | 9,636 | $576K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -6.8% | 9,592 | $573K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.6% | 9,474 | $566K |
| Fisher Asset Management | 0.00% | New | 9,413 | $562K |
| Rockwood Wealth Management, LLC | 0.06% | Add +93.7% | 9,331 | $558K |
| Kavar Capital Partners Group, LLC | 0.09% | Add +0.1% | 9,278 | $554K |
| Watershed Private Wealth LLC | 0.22% | No change | 9,275 | $554K |
| Sigma Planning Corp | 0.02% | Reduce -3.1% | 9,269 | $554K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.9% | 9,242 | $552K |
| Betterment LLC | 0.00% | Reduce -20.3% | 9,214 | $551K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -17.2% | 9,189 | $549K |
| Cladis Investment Advisory, LLC | 0.40% | Reduce -2.1% | 9,158 | $547K |
| Lido Advisors, LLC | 0.00% | Add +79.6% | 8,982 | $537K |
| Weaver Consulting Group | 0.16% | Add +71.5% | 8,965 | $536K |
| Evoke Wealth, LLC | 0.01% | No change | 8,952 | $535K |
| Keybank National Association | 0.00% | No change | 8,943 | $534K |
| Waverly Advisors, LLC | 0.01% | Add +59.2% | 8,903 | $532K |
| Peavine Capital, LLC | 0.14% | No change | 8,891 | $531K |
| Mullaney, Keating & Wright, Inc. | 0.36% | No change | 8,877 | $530K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 8,799 | $526K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -14.9% | 8,764 | $524K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.2% | 8,762 | $524K |
| Canvas Wealth Advisors, LLC | 0.13% | Add +122.2% | 9,195 | $514K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 8,497 | $508K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | No change | 8,462 | $506K |
| Planwiser Financial, LLC | 0.45% | — | 8,438 | $499K |
| McIlrath & Eck, LLC | 0.06% | Add +123.3% | 8,195 | $490K |
| Colonial Trust Co / SC | 0.08% | Add +262.4% | 8,157 | $487K |
| Sincerus Advisory, LLC | 0.51% | Reduce -0.9% | 8,139 | $486K |
| Gateway Wealth Partners, LLC | 0.11% | No change | 8,129 | $486K |
| Allegiance Financial Group Advisory Services LLC | 0.15% | Add +0.1% | 8,059 | $482K |
| Flagstar Securities, Inc. | 0.12% | Add +21.5% | 8,052 | $481K |
| Sollinda Capital Management LLC | 0.13% | Add +55.7% | 8,012 | $479K |
| Western Wealth Management, LLC | 0.03% | Add +12.6% | 8,006 | $478K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +2.6% | 7,926 | $474K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -0.6% | 7,915 | $473K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +39.6% | 7,880 | $471K |
| SIMA Wealth Partners, LLC | 0.39% | Add +3.5% | 7,861 | $470K |
| PrairieView Partners, LLC | 0.05% | Reduce -2.6% | 7,812 | $466K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +16.5% | 7,740 | $462K |
| Wealthspire Retirement, LLC | 0.04% | Add +1.2% | 7,577 | $453K |
| S.A. Mason LLC | 0.24% | Reduce -3.0% | 7,531 | $450K |
| Wingate Wealth Advisors, Inc. | 0.51% | Reduce -2.2% | 7,408 | $443K |
| Accretive Wealth Partners, LLC | 0.16% | Add +15.7% | 7,459 | $440K |
| Transcend Capital Advisors, LLC | 0.03% | New | 7,345 | $439K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 7,337 | $438K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -0.6% | 7,111 | $425K |
| Boyce & Associates Wealth Consulting, Inc. | 0.42% | Reduce -10.7% | 7,103 | $424K |
| FinDec Wealth Services, Inc. | 0.42% | Reduce -84.7% | 7,051 | $421K |
| Integrity Alliance, Llc. | 0.02% | New | 7,038 | $421K |
| Fort Point Capital Partners LLC | 0.05% | No change | 7,000 | $418K |
| Marcum Wealth, LLC | 0.04% | Add +0.2% | 6,803 | $406K |
| Stegent Equity Advisors, Inc. | 0.41% | Reduce -0.8% | 6,779 | $405K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,778 | $405K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 6,770 | $405K |
| Stone Summit Wealth LLC | 0.14% | Reduce -5.2% | 6,737 | $403K |
| Diversified Portfolios, Inc. | 0.04% | Add +6.0% | 6,732 | $402K |
| MPWM Advisory Solutions, LLC | 0.29% | Add +0.1% | 6,638 | $397K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.1% | 6,631 | $396K |
| Brighton Jones LLC | 0.01% | No change | 6,607 | $395K |
| Bill Few Associates, Inc. | 0.14% | No change | 6,573 | $393K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.4% | 6,572 | $393K |
| MBM Wealth Consultants, LLC | 0.11% | Reduce -2.4% | 6,508 | $389K |
| Financial Symmetry Inc | 0.24% | Add +4.2% | 6,505 | $389K |
| Cross Staff Investments Inc | 0.29% | No change | 6,500 | $388K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 6,457 | $386K |
| Diversified Trust Co. | 0.01% | Reduce -41.4% | 6,457 | $386K |
| Safeguard Investment Advisory Group, LLC | 0.10% | Reduce -2.6% | 6,430 | $384K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,410 | $383K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 6,340 | $379K |
| K2 Financial Inc. | 0.36% | Add +4.3% | 6,746 | $368K |
| MBE Wealth Management, LLC | 0.17% | Add +44.6% | 6,096 | $364K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $363K |
| Hilltop Holdings Inc. | 0.02% | Add +9.3% | 6,022 | $360K |
| Catalina Capital Group, LLC | 0.23% | Add +5.6% | 5,882 | $351K |
| Glenview Trust Co | 0.01% | No change | 5,872 | $351K |
| Atlas Wealth LLC | 0.19% | Reduce -6.2% | 5,858 | $350K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $347K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $345K |
| Quarry Hill Advisors, LLC | 0.22% | No change | 5,720 | $342K |
| Versant Capital Management, Inc | 0.06% | No change | 5,704 | $341K |
| Signature Wealth Management Group | 0.13% | Reduce -8.7% | 5,691 | $340K |
| M.E. Allison & Co., Inc. | 0.33% | Add +7.6% | 5,670 | $339K |
| Hanover Advisors Inc. | 0.15% | No change | 5,627 | $336K |
| Accredited Investor Services, LLC | 0.28% | Add +1.0% | 5,555 | $332K |
| McNamara Financial Services, Inc. | 0.07% | New | 5,547 | $331K |
| Montis Financial, LLC | 0.10% | Add +1.8% | 5,512 | $329K |
| Visionary Wealth Advisors | 0.02% | Reduce -10.2% | 5,505 | $329K |
| RAM Investment Partners, LLC | 0.08% | New | 5,495 | $328K |
| Ascent Group, LLC | 0.01% | Add +0.0% | 5,477 | $327K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.5% | 5,344 | $319K |
| GWN Securities Inc. | 0.02% | New | 5,343 | $319K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 5,302 | $317K |
| Lynch & Associates | 0.07% | Add +7.1% | 5,271 | $315K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 4,818 | $314K |
| Private Trust Co. NA | 0.03% | Reduce -22.2% | 5,222 | $312K |
| Cadence Bank | 0.02% | Reduce -5.0% | 5,210 | $311K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.5% | 5,072 | $308K |
| Argent Trust Co | 0.01% | No change | 5,125 | $306K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -9.1% | 5,120 | $306K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,104 | $305K |
| Asset Planning Corporation | 0.18% | No change | 5,069 | $303K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -3.2% | 5,093 | $301K |
| Towneley Capital Management, Inc / DE | 0.07% | Reduce -1.8% | 5,032 | $301K |
| Wick Capital Partners, LLC | 0.09% | No change | 5,029 | $300K |
| Mustard Seed Financial, LLC | 0.24% | Add +0.1% | 5,024 | $300K |
| Francis Financial, Inc. | 0.07% | Reduce -11.0% | 5,012 | $299K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $298K |
| Disciplined Investments, LLC | 0.14% | No change | 4,978 | $297K |
| Milestone Asset Management Group, LLC | 0.27% | Add +0.1% | 4,962 | $296K |
| StoneX Group Inc. | 0.02% | New | 4,906 | $293K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | New | 5,200 | $290K |
| Meritas Wealth Management, LLC | 0.17% | No change | 4,814 | $288K |
| Smithfield Trust Co | 0.01% | Add +0.7% | 4,800 | $287K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +21.3% | 4,786 | $286K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -0.0% | 4,779 | $286K |
| SageView Advisory Group, LLC | 0.01% | Add +3.3% | 4,771 | $285K |
| Arbor Wealth Advisors LLC | 0.25% | No change | 4,765 | $285K |
| Avant Financial Advisors LLC | 0.25% | No change | 4,704 | $281K |
| Baker Ellis Asset Management LLC | 0.04% | New | 4,671 | $279K |
| SteelPeak Wealth, LLC | 0.01% | No change | 4,631 | $277K |
| Cornerstone Advisory, LLC | 0.03% | No change | 4,650 | $274K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,582 | $274K |
| M&T Bank Corp | 0.00% | No change | 4,543 | $271K |
| Signaturefd, LLC | 0.01% | Reduce -52.7% | 4,520 | $270K |
| Tranquility Partners, LLC | 0.10% | Add +5.7% | 4,488 | $268K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.6% | 4,481 | $268K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $266K |
| Summit Asset Management, LLC | 0.04% | Reduce -17.5% | 4,303 | $257K |
| Washington Trust Advisors, Inc. | 0.02% | Add +1.5% | 4,287 | $256K |
| Old Second National Bank of Aurora | 0.06% | No change | 4,279 | $256K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,270 | $255K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -93.6% | 4,269 | $255K |
| American Financial Advisors, LLC | 0.04% | Reduce -21.2% | 4,151 | $248K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $245K |
| Two West Capital Advisors LLC | 0.20% | Add +13.9% | 4,423 | $244K |
| Silver Oak Advisory Group, Inc. | 0.13% | No change | 4,034 | $241K |
| BluePointe Capital Management, LLC | 0.09% | Add +2.1% | 4,026 | $241K |
| NewEdge Wealth, LLC | 0.00% | Reduce -9.0% | 3,988 | $238K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 3,977 | $238K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +4.3% | 3,877 | $232K |
| XY Planning Network, Inc. | 0.15% | Add +0.8% | 3,851 | $230K |
| Ade, LLC | 0.13% | New | 3,838 | $229K |
| UMB Bank, n.a. | 0.00% | No change | 3,819 | $228K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 4,212 | $226K |
| Watts Gwilliam & Co., LLC | 0.05% | Add +0.1% | 3,711 | $222K |
| North Capital, Inc. | 0.21% | — | 3,708 | $222K |
| Novak & Powell Financial Services, Inc. | 0.14% | Add +12.8% | 3,696 | $221K |
| Ellenbecker Investment Group | 0.04% | Add +0.1% | 3,679 | $220K |
| Tilia Fiduciary Partners, Inc. | 0.15% | Add +12.0% | 3,643 | $218K |
| Oak Wealth Advisors LLC | 0.16% | No change | 3,643 | $218K |
| VestGen Advisors, LLC | 0.01% | — | 3,641 | $218K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,581 | $214K |
| Revolve Wealth Partners, LLC | 0.03% | New | 3,556 | $212K |
| Private Management Group Inc. | 0.01% | New | 3,552 | $212K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 3,549 | $212K |
| Intrepid Capital Management Inc. | 0.13% | Add +0.1% | 3,539 | $211K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 3,529 | $211K |
| Safeguard Financial, LLC | 0.05% | Reduce -2.8% | 3,524 | $211K |
| Benningfield Financial Advisors, LLC | 0.20% | New | 3,519 | $210K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $210K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,484 | $208K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $207K |
| Goldstein Advisors, LLC | 0.03% | Reduce -10.9% | 3,462 | $207K |
| Family Investment Center, Inc. | 0.05% | Reduce -16.1% | 3,448 | $206K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $206K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $206K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 3,436 | $205K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $205K |
| Busey Bank | 0.01% | No change | 3,431 | $205K |
| Pine Harbor Wealth Management, LLC | 0.08% | Add +0.1% | 3,402 | $203K |
| Montz Harcus Wealth Management LLC | 0.11% | New | 3,370 | $201K |
| Kennebec Savings Bank | 0.20% | Reduce -1.4% | 3,195 | $191K |
| Caldwell Trust Co | 0.02% | No change | 3,146 | $188K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $185K |
| IFP Advisors, Inc | 0.01% | Add +40.8% | 3,074 | $184K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $183K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 3,010 | $180K |
| Robinswood Financial LLC | 0.06% | No change | 2,922 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 2,911 | $174K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -34.8% | 2,854 | $171K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $170K |
| Conquis Financial LLC | 0.18% | No change | 2,827 | $169K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.7% | 3,137 | $164K |
| Red Tortoise LLC | 0.08% | No change | 2,689 | $161K |
| Coston, McIsaac & Partners | 0.04% | Add +0.4% | 2,562 | $153K |
| C M Bidwell & Associates Ltd. | 0.09% | Reduce -29.8% | 2,456 | $147K |
| Sawyer & Company, Inc | 0.06% | Reduce -27.4% | 2,445 | $146K |
| Woodside Wealth Management LLC | 0.13% | — | 2,433 | $145K |
| Private Wealth Asset Management, LLC | 0.02% | — | 2,405 | $144K |
| Newton One Investments LLC | 0.05% | Add +0.1% | 2,307 | $138K |
| Bessemer Group Inc. | 0.00% | New | 2,187 | $131K |
| Chilton Capital Management LLC | 0.01% | New | 2,151 | $129K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $127K |
| Assetmark, Inc. | 0.00% | Reduce -28.6% | 2,127 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.9% | 2,109 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -52.3% | 2,100 | $125K |
| Synergy Investment Management, LLC | 0.05% | No change | 2,050 | $122K |
| Quent Capital, LLC | 0.01% | Add +5.0% | 2,042 | $122K |
| True Wealth Design, LLC | 0.04% | Reduce -8.3% | 1,977 | $118K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $110K |
| AE Wealth Management LLC | 0.00% | Add +42.5% | 1,824 | $109K |
| Bfsg, LLC | 0.01% | Add +8.1% | 1,796 | $107K |
| Fifth Third Bancorp | 0.00% | No change | 1,775 | $106K |
| Compass Planning Associates Inc | 0.11% | Add +0.2% | 1,751 | $105K |
| Aspect Partners, LLC | 0.06% | No change | 1,706 | $102K |
| SouthState Bank Corp | 0.00% | New | 1,692 | $101K |
| Fairman Group, LLC | 0.09% | Add +0.2% | 1,555 | $101K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,688 | $101K |
| Continuum Advisory, LLC | 0.01% | No change | 1,664 | $99K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,645 | $98K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $91K |
| First Community Trust NA | 0.08% | No change | 1,499 | $90K |
| CENTRAL TRUST Co | 0.00% | Add +1.6% | 1,375 | $82K |
| Ridgewood Investments LLC | 0.04% | No change | 1,337 | $80K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -13.6% | 1,174 | $70K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,108 | $66K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,100 | $66K |
| Transce3nd, LLC | 0.03% | Reduce -50.0% | 1,192 | $65K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $64K |
| Sittner & Nelson, LLC | 0.03% | Add +29.6% | 1,021 | $61K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 1,015 | $61K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,000 | $60K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $55K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 907 | $54K |
| Lanark Financial, Inc. | 0.00% | — | 913 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $51K |
| Urban Financial Advisory Corp | 0.03% | No change | 839 | $50K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Reduce -0.1% | 780 | $47K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 778 | $46K |
| Redmont Wealth Advisors LLC | 0.09% | New | 762 | $46K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $44K |
| Golden State Wealth Management, LLC | 0.01% | New | 729 | $44K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -4.6% | 684 | $41K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 632 | $38K |
| First United Bank & Trust | 0.01% | Reduce -7.4% | 625 | $37K |
| Private Wealth Management Group, LLC | 0.01% | No change | 605 | $36K |
| 10Elms LLP | 0.04% | No change | 550 | $33K |
| Hughes Financial Services, LLC | 0.01% | New | 505 | $30K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 440 | $26K |
| Salem Investment Counselors Inc. | 0.00% | No change | 437 | $26K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 431 | $26K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 385 | $25K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +0.3% | 409 | $24K |
| ORG Partners LLC | 0.01% | No change | 387 | $23K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 373 | $22K |
| Howe & Rusling Inc. | 0.00% | Reduce -70.2% | 353 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.6% | 352 | $21K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $21K |
| Creative Capital Management Investments LLC | 0.01% | New | 343 | $20K |
| Bangor Savings Bank | 0.00% | New | 320 | $19K |
| Operose Advisors LLC | 0.01% | New | 272 | $16K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $15K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 252 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 251 | $15K |
| Global Wealth Strategies & Associates | 0.00% | No change | 247 | $15K |
| Cornerstone Planning Group LLC | 0.00% | New | 251 | $14K |
| Clarity Asset Management, Inc. | 0.01% | No change | 229 | $14K |
| City State Bank | 0.00% | No change | 215 | $13K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -97.5% | 203 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $12K |
| Truvestments Capital LLC | 0.00% | Reduce -2.7% | 181 | $11K |
| Pineridge Advisors LLC | 0.00% | No change | 163 | $10K |
| FWL Investment Management, LLC | 0.00% | New | 161 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -11.4% | 147 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 118 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 99 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 78 | $5K |
| Eq Wealth Advisors, LLC | 0.00% | New | 66 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 53 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Archer Investment Corp | 0.00% | No change | 15 | $896 |
| Citigroup Inc. | 0.00% | Reduce -89.3% | 6 | $359 |
| BlackRock, Inc. | 0.00% | New | 1 | $38 |
"% of holder's portfolio" is DFAS's weight in each manager's 13F, not the share of Dimensional US Small Cap ETF the manager owns.