Dimensional US Small Cap ETFDFASETF
13F holders, Q2 2025 (June 30)771holders +16
47new positions
33sold out
3famous investors
$63.70avg. 13F price*
At the end of Q2 2025, 771 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 16 from Q1 2025. 47 opened new positions and 33 sold out. The largest holders were Creative Planning ($1.3B), Northern Trust Corp. ($500.1M) and Bank of America Corp. ($396.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $92.7M |
| Exits | 33 | $278.7M |
All 13F filers, Q1 2025 → Q2 2025: 11,255,546 shares bought and 7,544,713 shares sold, net +3,710,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| Creative Planning | 1.10% | Add +20.3% | 20,228,460 | $1.3B |
| Northern Trust Corp. | 0.07% | Reduce -1.6% | 7,849,400 | $500.1M |
| Bank of America Corp. | 0.03% | Add +15.7% | 6,216,760 | $396.1M |
| Index Fund Advisors, Inc. | 20.84% | Reduce -0.4% | 5,825,960 | $371.2M |
| Focus Partners Wealth | 0.42% | Add +14.6% | 3,068,777 | $195.5M |
| Pure Financial Advisors, LLC | 3.13% | Add +4.9% | 2,788,890 | $177.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.8% | 2,465,735 | $157.1M |
| TCI Wealth Advisors, Inc. | 10.36% | Reduce -3.6% | 2,373,334 | $151.2M |
| Midwest Trust Co | 1.65% | — | 1,873,337 | $119.4M |
| Plancorp, LLC | 3.01% | Reduce -2.4% | 1,366,196 | $87.0M |
| Savant Capital, LLC | 0.60% | Reduce -2.8% | 1,315,634 | $83.8M |
| First Command Advisory Services, Inc. | 0.67% | Add +6.0% | 1,219,558 | $77.7M |
| Premier Financial Group | 21.20% | — | 1,160,110 | $76.3M |
| MassMutual Private Wealth & Trust, FSB | 2.01% | Add +2.2% | 1,183,712 | $75.4M |
| Evanson Asset Management, LLC | 4.28% | Add +0.4% | 1,079,798 | $68.8M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -0.6% | 1,016,654 | $64.8M |
| Royal Bank of Canada | 0.01% | Add +15.2% | 965,027 | $61.5M |
| Sageworth Trust Co | 3.40% | Reduce -1.4% | 963,890 | $61.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.69% | Add +7.3% | 954,004 | $60.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -2.3% | 949,704 | $60.5M |
| Brown Advisory Inc. | 0.08% | Reduce -1.8% | 911,621 | $58.1M |
| LPL Financial LLC | 0.02% | Reduce -11.5% | 906,249 | $57.7M |
| Confluence Wealth Services, Inc. | 3.08% | Add +4.3% | 884,785 | $56.4M |
| Bank of Montreal | 0.03% | Add +5.2% | 881,370 | $56.2M |
| Great Waters Wealth Management | 7.29% | Add +3.0% | 879,931 | $56.1M |
| UBS Group AG | 0.01% | Add +13.2% | 817,789 | $52.1M |
| Washington Trust Bank | 4.23% | New | 788,022 | $50.2M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Reduce -0.8% | 783,227 | $49.9M |
| DiNuzzo Private Wealth, Inc. | 5.52% | Add +3.7% | 730,447 | $46.5M |
| Raymond James Financial Inc. | 0.02% | Add +12.2% | 716,514 | $45.6M |
| Stordahl Capital Management, Inc. | 10.01% | Add +0.5% | 707,217 | $45.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.3% | 668,910 | $42.6M |
| Chicago Partners Investment Group LLC | 1.19% | Add +2.6% | 621,980 | $41.4M |
| Wealth Management Nebraska | 5.48% | Add +18.4% | 656,567 | $40.6M |
| Corient Private Wealth LP | 0.05% | Reduce -7.3% | 625,286 | $39.8M |
| Bleakley Financial Group, LLC | 0.96% | Add +19.7% | 590,445 | $37.6M |
| Beaird Harris Wealth Management, LLC | 2.86% | Add +1.6% | 579,714 | $36.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +28.4% | 576,109 | $36.7M |
| Dixon Fnancial Services, Inc. | 18.46% | Reduce -0.2% | 573,738 | $36.6M |
| Sax Wealth Advisors, LLC | 2.19% | Add +2.8% | 567,923 | $36.2M |
| Root Financial Partners, LLC | 3.44% | Add +115.7% | 559,179 | $35.6M |
| Cerity Partners LLC | 0.06% | Add +15.6% | 549,865 | $35.0M |
| Modera Wealth Management, LLC | 0.43% | Reduce -3.3% | 547,045 | $34.9M |
| Mariner, LLC | 0.05% | Add +15.8% | 507,172 | $32.3M |
| DAVENPORT & Co LLC | 0.17% | Add +18.8% | 487,757 | $31.1M |
| Austin Asset Management Co Inc | 6.18% | Add +3.8% | 479,459 | $30.5M |
| Truist Financial Corp. | 0.04% | Reduce -8.8% | 475,846 | $30.3M |
| Kwmg, LLC | 2.75% | Add +2.9% | 459,207 | $29.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -3.6% | 458,511 | $29.2M |
| Heritage Investment Group, Inc. | 4.96% | Reduce -1.6% | 451,597 | $28.8M |
| Pathstone Holdings, LLC | 0.11% | Reduce -17.1% | 427,955 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.7% | 407,632 | $26.9M |
| Heritage Wealth Management, Inc./Texas | 12.93% | Add +17.0% | 408,772 | $26.0M |
| Phillips Financial Management, LLC | 1.87% | Add +7.9% | 404,277 | $25.8M |
| Acorn Creek Capital LLC | 10.59% | Add +176.4% | 400,455 | $25.5M |
| Comerica Bank | 0.10% | Add +1.9% | 398,094 | $25.4M |
| Financial Consulate, Inc. | 5.00% | Add +12.1% | 397,666 | $25.3M |
| Bouchey Financial Group, Ltd. | 2.09% | Add +0.8% | 394,009 | $25.1M |
| Tanager Wealth Management LLP | 2.92% | Reduce -2.7% | 388,887 | $24.8M |
| Foster Group, Inc. | 0.84% | Reduce -4.8% | 383,457 | $24.4M |
| DecisionPoint Financial, LLC | 6.16% | Add +7.3% | 373,022 | $24.1M |
| Choreo, LLC | 0.34% | Reduce -9.3% | 377,509 | $24.1M |
| First National Trust Co | 0.87% | Add +0.3% | 364,218 | $23.2M |
| Market Street Wealth Management Advisors LLC | 3.64% | Reduce -0.2% | 350,640 | $22.3M |
| Divergent Planning, LLC | 6.53% | Reduce -27.6% | 341,545 | $22.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +1.5% | 346,275 | $22.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.8% | 343,428 | $21.9M |
| Disciplined Equity Management, Inc. | 12.62% | Add +19.6% | 337,442 | $21.5M |
| Captrust Financial Advisors | 0.05% | Add +12.7% | 335,882 | $21.4M |
| Hurlow Wealth Management Group, Inc. | 6.03% | Add +10.2% | 335,322 | $21.4M |
| Planning Center, Inc. | 2.35% | Add +7.1% | 334,148 | $21.3M |
| New Hampshire Trust | 4.37% | Add +4.0% | 328,629 | $20.9M |
| Tillman Hartley LLC | 5.85% | Reduce -9.9% | 324,881 | $20.7M |
| Jackson Thornton Wealth Management, LLC | 2.35% | Add +1.7% | 313,707 | $20.5M |
| Maseco LLP | 0.78% | — | 320,679 | $20.4M |
| Your Advocates Ltd., LLP | 7.34% | Add +6.6% | 320,429 | $20.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +6.1% | 317,697 | $20.2M |
| Arax Advisory Partners | 0.91% | Add +4.1% | 311,802 | $19.9M |
| Cetera Investment Advisers | 0.03% | Add +24.6% | 310,794 | $19.8M |
| AdvisorNet Financial, Inc | 1.28% | Add +18.9% | 310,763 | $19.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.42% | Reduce -3.9% | 305,521 | $19.5M |
| Builder Investment Group Inc. | 4.75% | Add +1.9% | 301,708 | $19.2M |
| McLean Asset Management Corp | 4.96% | Reduce -0.2% | 288,869 | $18.9M |
| Tilson Financial Group, Inc. | 7.09% | Add +1.1% | 294,963 | $18.8M |
| Pillar Financial Advisors, LLC | 12.28% | Add +3.8% | 279,161 | $17.8M |
| Timonier Family Office, LTD. | 6.54% | Add +7.2% | 274,361 | $17.5M |
| Forum Private Client Group LLC | 6.73% | Add +6.1% | 274,017 | $17.5M |
| Pinney & Scofield, Inc. | 11.74% | Add +2.1% | 272,196 | $17.3M |
| Morgan Stanley | 0.00% | Add +0.7% | 271,939 | $17.3M |
| Financial Synergies Wealth Advisors, Inc. | 1.85% | Add +3.2% | 267,362 | $17.0M |
| Mission Wealth Management, LP | 0.37% | Add +13.6% | 265,654 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.3% | 261,819 | $16.7M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +1.1% | 256,649 | $16.4M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +3.0% | 253,403 | $16.1M |
| Hill Island Financial LLC | 4.45% | Add +16.5% | 250,656 | $16.0M |
| EnRich Financial Partners LLC | 4.83% | Reduce -0.8% | 246,718 | $15.7M |
| Tassel Capital Management, Inc. | 11.76% | Add +63.8% | 240,340 | $15.3M |
| PCA Investment Advisory Services Inc. | 6.44% | Add +18.6% | 239,819 | $15.3M |
| Allodium Investment Consultants, LLC | 9.63% | Add +15.1% | 238,840 | $15.2M |
| PBMares Wealth Management LLC | 2.74% | Reduce -1.2% | 235,285 | $15.0M |
| Lutz Financial Services LLC | 1.16% | Add +3.8% | 235,100 | $15.0M |
| Factor Wealth Management LTD | 4.08% | Add +7.9% | 234,180 | $14.9M |
| Stadion Money Management, LLC | 1.22% | Add +0.4% | 234,132 | $14.9M |
| Advisory Alpha, LLC | 0.46% | Add +12.2% | 232,178 | $14.8M |
| Armor Investment Advisors, LLC | 5.53% | Reduce -0.4% | 230,280 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 229,817 | $14.6M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -11.7% | 228,910 | $14.6M |
| LRI Investments, LLC | 1.23% | Add +1.4% | 227,424 | $14.5M |
| Sentinel Wealth Management, Inc. | 13.35% | — | 222,993 | $14.2M |
| Aspen Capital Management, LLC | 3.96% | Reduce -0.9% | 222,039 | $14.1M |
| Parkwoods Wealth Partners, LLC | 8.03% | Add +1.0% | 218,378 | $13.9M |
| Avantax Advisory Services, Inc. | 0.08% | Add +8.8% | 215,903 | $13.8M |
| West Financial Advisors, LLC | 2.35% | Reduce -8.9% | 212,084 | $13.5M |
| G2 Capital Management, LLC / Oh | 3.74% | Add +6.6% | 208,988 | $13.3M |
| McGlone Suttner Wealth Management, Inc. | 1.92% | Add +2.7% | 199,638 | $12.7M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -0.0% | 196,149 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +3.5% | 189,787 | $12.1M |
| Midwest Heritage Bank, FSB | 4.49% | Add +0.4% | 187,525 | $11.9M |
| Monograph Wealth Advisors, LLC | 1.47% | Add +5.6% | 187,161 | $11.9M |
| Syverson Strege & Co | 2.82% | Add +327.6% | 187,123 | $11.9M |
| Granite Harbor Advisors, Inc. | 5.50% | Add +5.0% | 184,002 | $11.7M |
| Cwm, LLC | 0.04% | Add +11.3% | 182,217 | $11.6M |
| Aire Advisors, LLC | 2.23% | Reduce -6.4% | 180,522 | $11.5M |
| One Capital Management, LLC | 0.39% | Reduce -13.4% | 175,273 | $11.2M |
| Wescott Financial Advisory Group, LLC | 1.05% | Add +7.1% | 172,142 | $11.0M |
| Bannerman Wealth Management Group, LLC | 8.41% | Add +2.0% | 171,936 | $11.0M |
| American Investment Services, Inc. | 2.80% | Reduce -5.1% | 171,913 | $11.0M |
| Sterling Wealth Management, Inc. | 3.73% | — | 171,771 | $10.9M |
| Trinity Financial Advisors LLC | 3.34% | Add +2.5% | 171,189 | $10.9M |
| Bridgewater Advisors Inc. | 0.83% | Add +3.5% | 166,002 | $10.9M |
| WPWealth LLP | 1.96% | Add +406.6% | 170,511 | $10.9M |
| Spinnaker Investment Group, LLC | 2.54% | Reduce -7.2% | 170,011 | $10.8M |
| Allworth Financial LP | 0.05% | Reduce -1.9% | 168,937 | $10.8M |
| HUB Investment Partners, LLC | 0.37% | Add +21.2% | 165,649 | $10.6M |
| Enzi Wealth | 3.86% | Add +0.4% | 161,238 | $10.5M |
| Conservest Capital Advisors, Inc. | 1.02% | New | 162,737 | $10.4M |
| Park Avenue Securities LLC | 0.09% | Add +22.9% | 157,722 | $10.0M |
| Summit Wealth Group, LLC | 2.57% | Add +1.9% | 156,885 | $10.0M |
| Burk Holdings LLC | 6.25% | Add +7.9% | 156,649 | $10.0M |
| Earned Wealth Advisors, LLC | 1.93% | Add +4.9% | 154,661 | $9.9M |
| B&D White Capital Company, LLC | 1.46% | New | 150,416 | $9.6M |
| MAI Capital Management | 0.07% | Add +0.5% | 149,123 | $9.5M |
| Cardiff Park Advisors, LLC | 0.82% | Reduce -13.2% | 148,370 | $9.5M |
| WorthPointe, LLC | 3.92% | Add +2.8% | 146,317 | $9.3M |
| Forum Financial Management, LP | 0.14% | Reduce -0.5% | 146,038 | $9.3M |
| CGN Advisors LLC | 0.83% | Add +10.9% | 145,124 | $9.2M |
| Mendota Financial Group, LLC | 8.69% | Add +4.6% | 144,235 | $9.2M |
| Larson Financial Group LLC | 0.37% | Reduce -20.0% | 143,984 | $9.2M |
| Daner Wealth Management, LLC | 6.31% | — | 138,221 | $9.2M |
| Colorado Capital Management, Inc. | 3.91% | Reduce -2.9% | 143,403 | $9.1M |
| FLC Capital Advisors | 1.84% | Add +10.0% | 139,919 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +109.0% | 138,761 | $8.8M |
| Atria Investments, Inc | 0.10% | Add +7.6% | 136,889 | $8.7M |
| Vermillion Wealth Management, Inc. | 4.14% | Add +28.9% | 136,155 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 135,842 | $8.7M |
| Envision Financial Planning, LLC | 4.01% | Reduce -8.0% | 134,494 | $8.6M |
| Merit Financial Group, LLC | 0.10% | Add +1041.8% | 134,426 | $8.6M |
| 1900 Wealth Management LLC | 0.64% | Reduce -1.0% | 133,296 | $8.5M |
| Spire Wealth Management | 0.30% | Reduce -0.7% | 133,117 | $8.5M |
| Pacific Sage Partners, LLC | 1.68% | Add +14.3% | 133,095 | $8.5M |
| First National Bank Sioux Falls | 3.02% | Reduce -1.1% | 129,368 | $8.2M |
| Pioneer Wealth Management Group | 3.03% | Add +6.8% | 128,262 | $8.2M |
| Dravo Bay LLC | 3.90% | Add +2.2% | 123,152 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +7.4% | 126,142 | $8.0M |
| Wood Tarver Financial Group, LLC | 2.40% | Reduce -2.4% | 125,375 | $8.0M |
| Invst, LLC | 0.99% | Add +15.6% | 125,085 | $8.0M |
| CarsonAllaria Wealth Management, Ltd. | 4.21% | Add +7.0% | 123,129 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.0% | 121,398 | $7.7M |
| GEM Asset Management, LLC | 3.94% | Add +3.7% | 118,296 | $7.7M |
| TFO Wealth Partners, LLC | 1.34% | Reduce -3.3% | 119,582 | $7.6M |
| Cedar Point Capital Partners, LLC | 5.35% | Add +0.3% | 118,991 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.7% | 118,798 | $7.6M |
| Keb Asset Management, LLC | 1.88% | Reduce -2.1% | 118,727 | $7.6M |
| VeraBank, N.A. | 1.52% | Add +13.3% | 118,638 | $7.6M |
| Ballentine Capital Advisors, Inc | 3.55% | Add +2.1% | 117,629 | $7.5M |
| Gemmer Asset Management LLC | 0.66% | Reduce -4.6% | 116,928 | $7.4M |
| Ruggaard & Associates LLC | 2.99% | Reduce -0.4% | 116,597 | $7.4M |
| Hardy Reed LLC | 0.59% | Add +7.3% | 115,909 | $7.4M |
| Yardley Wealth Management LLC | 3.94% | Add +5.3% | 113,079 | $7.2M |
| Webster Bank, N. A. | 0.74% | Add +25.3% | 112,987 | $7.2M |
| Aegis Wealth Management LLC | 4.31% | No change | 120,245 | $7.2M |
| Aspiriant, LLC | 0.23% | Reduce -0.3% | 112,693 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.3% | 112,064 | $7.1M |
| Pinnacle Financial Group, LLC / IL | 2.36% | Reduce -3.2% | 110,610 | $7.0M |
| RFG Advisory, LLC | 0.16% | Add +131.1% | 110,008 | $7.0M |
| Lam Group, Inc. | 4.60% | Reduce -3.7% | 108,064 | $6.9M |
| Ruedi Wealth Management, Inc. | 2.01% | Reduce -13.2% | 106,501 | $6.8M |
| Claris Advisors, LLC / Mo / | 2.32% | Reduce -11.1% | 104,470 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Add +3.9% | 102,972 | $6.6M |
| Efficient Advisors, LLC | 0.39% | Add +12.9% | 102,289 | $6.5M |
| Navigoe, LLC | 4.89% | Reduce -26.8% | 101,706 | $6.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -11.2% | 100,982 | $6.4M |
| Curio Wealth, LLC | 2.81% | Add +28559.0% | 100,593 | $6.4M |
| KPP Advisory Services LLC | 1.05% | Add +0.5% | 100,271 | $6.4M |
| JDH Wealth Management, LLC | 4.87% | Add +5.6% | 99,811 | $6.4M |
| M Holdings Securities, Inc. | 1.08% | Add +681.8% | 98,838 | $6.3M |
| Collective Family Office LLC | 1.60% | Add +155.6% | 97,661 | $6.2M |
| Alpha Financial Advisors, LLC | 2.39% | Reduce -4.7% | 97,017 | $6.2M |
| Pinkerton Wealth, LLC | 0.72% | Add +14.0% | 94,447 | $6.0M |
| JMG Financial Group, Ltd. | 0.18% | Add +4.7% | 93,365 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +175.1% | 92,390 | $5.9M |
| Rf&l Wealth Management, LLC | 3.77% | Reduce -4.8% | 91,725 | $5.8M |
| Andrews, Lucia Wealth Management LLC | 3.77% | Reduce -1.1% | 90,987 | $5.8M |
| Kooman & Associates | 1.95% | Add +2.6% | 90,651 | $5.8M |
| KMT Wealth Management, LLC | 3.40% | No change | 90,461 | $5.8M |
| EverSource Wealth Advisors, LLC | 0.26% | Add +11.2% | 89,836 | $5.7M |
| Vestia Personal Wealth Advisors | 3.92% | Add +19.2% | 89,735 | $5.7M |
| Waterfront Wealth Inc. | 1.28% | Add +35.6% | 89,290 | $5.7M |
| Parker Financial LLC | 2.44% | Add +11.0% | 88,802 | $5.7M |
| Zhang Financial LLC | 0.26% | Reduce -3.3% | 88,754 | $5.7M |
| Cascade Wealth Advisors, Inc | 3.01% | Reduce -6.4% | 82,582 | $5.3M |
| Seneschal Advisors, LLC | 4.18% | Add +3.1% | 83,227 | $5.3M |
| MBA Advisors LLC | 2.43% | Add +90.8% | 82,636 | $5.3M |
| Tortoise Investment Management, LLC | 0.48% | Add +83.8% | 79,503 | $5.1M |
| Clear Creek Financial Management, LLC | 0.47% | Add +699.1% | 77,501 | $4.9M |
| Meriwether Wealth & Planning, LLC | 3.07% | Reduce -29.8% | 76,882 | $4.9M |
| Apella Capital, LLC | 0.13% | Add +21.9% | 73,937 | $4.8M |
| Altiora Financial Group, LLC | 0.94% | Reduce -1.6% | 75,308 | $4.8M |
| Bayshore Asset Management, LLC | 2.19% | Reduce -1.0% | 75,196 | $4.8M |
| Bordeaux Wealth Advisors LLC | 0.61% | Add +0.0% | 74,609 | $4.8M |
| Altura Wealth Advisors Inc. | 2.60% | Add +0.1% | 72,939 | $4.6M |
| Main Street Financial Solutions, LLC | 0.34% | Reduce -0.3% | 72,820 | $4.6M |
| Sageworth Trust Co of South Dakota | 5.02% | Add +3.5% | 72,726 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +11.2% | 72,024 | $4.6M |
| Cordant, Inc. | 2.18% | Add +4.9% | 71,035 | $4.5M |
| Discipline Wealth Solutions, LLC | 1.72% | Add +13.5% | 70,606 | $4.5M |
| First Financial Group Corp | 4.33% | Add +8.5% | 69,605 | $4.4M |
| Kondo Wealth Advisors, Inc. | 1.94% | Add +0.9% | 67,898 | $4.4M |
| Hiley Hunt Wealth Management | 2.17% | Add +6.3% | 66,210 | $4.3M |
| Forza Wealth Management, LLC | 1.76% | Add +9.3% | 67,300 | $4.3M |
| Foundations Investment Advisors, LLC | 0.07% | Add +29.9% | 66,399 | $4.2M |
| FMB Wealth Management | 2.00% | Reduce -1.8% | 66,001 | $4.2M |
| CPA Asset Management Group, LLC | 1.76% | Add +5.9% | 65,740 | $4.2M |
| Investmark Advisory Group LLC | 1.95% | Reduce -21.0% | 65,239 | $4.2M |
| Well Done, LLC | 0.77% | Reduce -1.9% | 64,177 | $4.1M |
| Physician Wealth Advisors, Inc. | 0.64% | Add +2.5% | 64,106 | $4.1M |
| BWM Planning, LLC | 1.40% | Reduce -55.2% | 64,000 | $4.1M |
| Kraft Asset Management, LLC | 3.65% | Reduce -2.5% | 61,640 | $3.9M |
| Wealthspan Partners, LLC | 1.61% | Reduce -1.5% | 60,830 | $3.9M |
| Birchcreek Wealth Management, LLC | 2.17% | Add +13.8% | 60,192 | $3.8M |
| First Western Trust Bank | 0.17% | Reduce -1.1% | 59,032 | $3.8M |
| PFG Advisors | 0.17% | Add +9.1% | 58,470 | $3.7M |
| TruNorth Capital Management, LLC | 0.82% | Reduce -0.8% | 57,728 | $3.7M |
| DBK Financial Counsel, LLC | 3.30% | Add +2.7% | 57,214 | $3.6M |
| Cordgrass Capital Advisors, LLC | 0.98% | Add +4.7% | 57,164 | $3.6M |
| Cascade Financial Partners, LLC | 0.43% | Reduce -4.3% | 56,656 | $3.6M |
| SC&H Financial Advisors, Inc. | 0.61% | Reduce -1.4% | 56,473 | $3.6M |
| CLG LLC | 1.12% | Reduce -8.8% | 56,246 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 55,980 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -52.7% | 55,314 | $3.5M |
| Platform Technology Partners | 0.91% | Add +9.3% | 54,797 | $3.5M |
| Acas, LLC | 2.32% | Add +8.7% | 51,145 | $3.5M |
| Efficient Frontier Advisors LLC | 2.16% | Reduce -9.5% | 53,434 | $3.4M |
| Grunden Financial Advisory, Inc. | 1.50% | Reduce -6.5% | 53,150 | $3.4M |
| Physician Wealth Solutions Inc. | 1.56% | No change | 52,865 | $3.4M |
| Atlantic Union Bankshares Corp | 0.07% | New | 51,571 | $3.3M |
| Investment Advisory Group, LLC | 0.99% | Reduce -5.0% | 51,373 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.25% | Add +1.0% | 50,849 | $3.2M |
| AQR Capital Management | 0.00% | Add +42.0% | 50,687 | $3.2M |
| Tme Financial, Inc. | 2.59% | Reduce -10.1% | 50,256 | $3.2M |
| Synovus Financial Corp. | 0.04% | Add +69.5% | 49,805 | $3.2M |
| Modern Wealth Management, LLC | 0.08% | Add +15.9% | 49,093 | $3.1M |
| Strategic Investment Solutions, Inc. | 0.94% | Reduce -15.9% | 48,948 | $3.1M |
| Kelleher Financial Advisors | 1.08% | Add +2.4% | 48,818 | $3.1M |
| Blume Capital Management, Inc. | 0.63% | Reduce -0.3% | 48,574 | $3.1M |
| TAGStone Capital, Inc. | 1.27% | Add +4.3% | 47,859 | $3.1M |
| Meridian Wealth Partners, LLC | 0.44% | Add +9.1% | 47,885 | $3.1M |
| Blue Trust, Inc. | 0.04% | Reduce -3.4% | 47,883 | $3.1M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -1.4% | 47,770 | $3.0M |
| Strategent Financial, LLC | 2.35% | Add +13.1% | 47,356 | $3.0M |
| Parkworth Wealth Management, Inc. | 2.15% | Add +3.1% | 46,687 | $3.0M |
| Aspen Wealth Management LLC | 0.74% | Add +62.7% | 46,608 | $3.0M |
| BCM Advisors, LLC | 0.63% | Add +6.9% | 45,023 | $3.0M |
| Vantage Point Financial LLC | 1.29% | Add +4.5% | 46,263 | $2.9M |
| 180 Wealth Advisors, LLC | 0.41% | Add +45.6% | 46,021 | $2.9M |
| TCP Asset Management, LLC | 0.58% | Add +4.1% | 45,811 | $2.9M |
| Mason & Associates Inc | 0.67% | Add +2.3% | 45,692 | $2.9M |
| Mather Group, Llc. | 0.03% | Add +3.6% | 45,308 | $2.9M |
| Cambridge Financial Group, LLC | 1.08% | Add +0.1% | 45,015 | $2.9M |
| IHT Wealth Management, LLC | 0.08% | Reduce -3.3% | 44,956 | $2.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.27% | No change | 44,934 | $2.9M |
| Embree Financial Group | 0.43% | Add +11.1% | 44,696 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -8.4% | 44,635 | $2.8M |
| Colony Family Offices, LLC | 0.73% | Add +129.1% | 44,527 | $2.8M |
| Strathmore Capital Advisors, Inc. | 1.25% | — | 43,088 | $2.8M |
| Pettinga Financial Advisors LLC | 0.62% | Add +6.5% | 44,431 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +5.2% | 44,339 | $2.8M |
| Intelligence Driven Advisers, LLC | 0.42% | Add +210.3% | 44,225 | $2.8M |
| Dopkins Wealth Management, LLC | 1.26% | Reduce -3.3% | 44,057 | $2.8M |
| Drucker Wealth 3.0, LLC | 0.54% | Add +173.1% | 42,567 | $2.8M |
| Smartleaf Asset Management LLC | 0.25% | Reduce -1.4% | 43,822 | $2.8M |
| Aurelius Family Office LLC | 1.32% | Add +1.1% | 43,691 | $2.8M |
| HTG Investment Advisors, Inc. | 1.02% | Add +0.8% | 43,144 | $2.7M |
| Sachem Hill LLC | 0.56% | Reduce -11.6% | 43,076 | $2.7M |
| Moody National Bank Trust Division | 0.25% | Add +6.9% | 42,641 | $2.7M |
| Legacy Financial Group, Inc. | 0.80% | Reduce -1.4% | 42,456 | $2.7M |
| Florida Trust Wealth Management Co | 0.08% | Add +17.9% | 42,236 | $2.7M |
| Narus Financial Partners, LLC | 0.83% | Reduce -16.2% | 41,720 | $2.7M |
| Maryland Capital Advisors Inc. | 1.03% | Add +25.9% | 41,338 | $2.6M |
| RS Crum Inc. | 0.61% | Reduce -2.0% | 40,257 | $2.6M |
| Quantinno Capital Management LP | 0.01% | Add +80.3% | 39,665 | $2.5M |
| Lauer Wealth, LLC | 2.11% | Add +0.5% | 39,160 | $2.5M |
| Cloud Capital Management, LLC | 1.56% | Add +32.3% | 38,885 | $2.5M |
| Resonant Capital Advisors, LLC | 0.16% | Add +11.8% | 38,988 | $2.5M |
| Wealthstream Advisors, Inc. | 0.41% | Reduce -0.9% | 38,904 | $2.5M |
| Jacobi Capital Management LLC | 0.16% | Add +58.9% | 38,570 | $2.5M |
| Capstone Wealth Management, LLC | 2.12% | Add +0.1% | 37,953 | $2.4M |
| M Wealth Management, LLC | 2.21% | Reduce -5.5% | 37,635 | $2.4M |
| StrongBox Wealth, LLC | 0.89% | Add +2.9% | 36,988 | $2.4M |
| Wealth Management Partners, LLC | 0.81% | New | 35,438 | $2.3M |
| Savvy Advisors, Inc. | 0.15% | Add +103.2% | 36,028 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.6% | 35,747 | $2.3M |
| Willow Creek Wealth Management Inc. | 0.20% | Reduce -0.4% | 35,728 | $2.3M |
| Pacific Asset Management, LLC | 1.82% | Reduce -3.5% | 35,557 | $2.3M |
| Trace Wealth Advisors, LLC | 1.84% | Add +0.0% | 35,445 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +199.8% | 35,368 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +24.2% | 34,871 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.8% | 35,139 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.65% | Add +24.8% | 34,981 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.0% | 34,691 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -2.0% | 34,548 | $2.2M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -0.4% | 34,348 | $2.2M |
| Quadcap Wealth Management, LLC | 0.28% | Reduce -2.3% | 34,323 | $2.2M |
| Baker Boyer National Bank | 0.75% | Reduce -2.2% | 34,227 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -20.9% | 34,167 | $2.2M |
| Morris Financial Concepts, Inc. | 0.86% | Add +37.7% | 34,124 | $2.2M |
| Ariadne Wealth Management, LP | 1.00% | Reduce -3.4% | 30,958 | $2.1M |
| Ironwood Financial, llc | 0.45% | No change | 34,757 | $2.1M |
| Mayfair Advisory Group, LLC | 0.97% | Add +64.8% | 31,784 | $2.0M |
| Oarsman Capital, Inc. | 0.32% | Reduce -60.5% | 32,087 | $2.0M |
| Berger Financial Group, Inc | 0.13% | Add +24.6% | 31,839 | $2.0M |
| Sutton Place Investors LLC | 1.21% | Reduce -0.9% | 31,666 | $2.0M |
| WCG Wealth Advisors LLC | 0.13% | Add +7.0% | 31,554 | $2.0M |
| Concord Asset Management, LLC | 0.30% | New | 31,550 | $2.0M |
| Concord Wealth Partners | 0.29% | Reduce -1.1% | 31,550 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +91.8% | 31,416 | $2.0M |
| Capital Analysts, LLC | 0.07% | Add +192.7% | 31,280 | $2.0M |
| AG Asset Advisory, LLC | 1.73% | Add +4.0% | 31,195 | $2.0M |
| Cypress Wealth Services, LLC | 0.34% | Reduce -3.0% | 30,141 | $1.9M |
| Five Oceans Advisors | 0.82% | Add +7.5% | 30,072 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.8% | 29,867 | $1.9M |
| Hemington Wealth Management | 0.27% | No change | 29,511 | $1.9M |
| Kestra Investment Management, LLC | 0.06% | Add +86.6% | 29,150 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +17.6% | 28,682 | $1.8M |
| Hartmann Taylor Wealth Management, LLC | 1.50% | Add +32.6% | 28,247 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +8.5% | 28,186 | $1.8M |
| Elevate Wealth Advisory, Inc. | 1.28% | Reduce -3.3% | 28,169 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.46% | No change | 28,004 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -23.3% | 27,720 | $1.8M |
| Elevation Wealth Partners, LLC | 0.69% | Add +27.9% | 27,602 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.42% | — | 26,247 | $1.7M |
| LVZ, Inc. | 0.20% | Add +5.5% | 26,218 | $1.7M |
| Westmount Partners, LLC | 0.46% | Reduce -3.5% | 26,198 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Add +2.6% | 26,192 | $1.7M |
| WESCAP Management Group, Inc. | 0.38% | Reduce -41.8% | 26,031 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.1% | 25,989 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | No change | 25,395 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -13.2% | 25,149 | $1.6M |
| Mgo One Seven LLC | 0.05% | New | 25,139 | $1.6M |
| Sei Investments Co. | 0.00% | New | 25,049 | $1.6M |
| AlphaCore Capital LLC | 0.06% | Reduce -66.2% | 24,547 | $1.6M |
| Linscomb Wealth, Inc. | 0.07% | New | 24,416 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -34.7% | 24,385 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -28.0% | 24,277 | $1.5M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Add +19.0% | 24,235 | $1.5M |
| Retirement Guys Formula LLC | 0.58% | Reduce -1.2% | 24,155 | $1.5M |
| Fca Corp. | 0.46% | Add +6.6% | 24,052 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 23,996 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -7.0% | 23,688 | $1.5M |
| Verus Wealth Management, LLC | 1.52% | Add +55.0% | 23,686 | $1.5M |
| Shearwater Capital LLC | 0.94% | No change | 23,576 | $1.5M |
| &partners | 0.01% | Add +89.5% | 23,734 | $1.5M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -12.0% | 23,135 | $1.5M |
| Financial Connections Group, Inc. | 0.61% | Reduce -44.7% | 23,047 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.80% | Add +0.5% | 22,916 | $1.5M |
| Squire Investment Management Company, LLC | 0.54% | Reduce -3.4% | 22,794 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 22,742 | $1.4M |
| Powers Advisory Group, LLC | 0.64% | Add +15.6% | 22,698 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.1% | 22,697 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.3% | 22,692 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -26.4% | 22,672 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +5.5% | 22,524 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 22,444 | $1.4M |
| Rockwood Wealth Management, LLC | 0.13% | Add +139.3% | 22,331 | $1.4M |
| Accredited Wealth Management, LLC | 1.14% | Add +1.1% | 22,130 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +6.3% | 21,957 | $1.4M |
| Awm Capital, LLC | 0.14% | No change | 21,589 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.5% | 21,277 | $1.4M |
| Teachers Insurance & Annuity Association of America | 1.68% | No change | 21,127 | $1.3M |
| Simplicity Wealth,LLC | 0.05% | Add +104.5% | 20,702 | $1.3M |
| Quantum Financial Advisors, LLC | 0.18% | No change | 20,700 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.60% | Add +10.4% | 20,581 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +17.5% | 20,505 | $1.3M |
| VSM Wealth Advisory, LLC | 0.43% | Reduce -2.1% | 20,449 | $1.3M |
| Prospect Financial Group LLC | 1.36% | Add +24.0% | 20,410 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -18.4% | 20,400 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.47% | Add +2.0% | 19,732 | $1.3M |
| Apollon Financial, LLC | 0.26% | No change | 19,585 | $1.2M |
| Elser Financial Planning, Inc | 1.55% | No change | 19,467 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +4.1% | 19,399 | $1.2M |
| CX Institutional | 0.04% | Reduce -78.6% | 19,273 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.1% | 19,175 | $1.2M |
| Wealth Advisors Northwest LLC | 0.64% | Reduce -1.4% | 19,106 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,085 | $1.2M |
| Clarity Capital Advisors, LLC | 0.71% | Add +0.2% | 19,007 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.37% | Reduce -0.6% | 19,006 | $1.2M |
| South Plains Financial, Inc. | 0.84% | No change | 18,727 | $1.2M |
| Naples Global Advisors, LLC | 0.10% | Add +8.3% | 18,647 | $1.2M |
| Warwick Investment Management, Inc. | 0.23% | Add +0.2% | 18,443 | $1.2M |
| Samalin Investment Counsel, LLC | 0.45% | Add +13.4% | 18,440 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -97.4% | 18,345 | $1.2M |
| Jentner Corp | 0.30% | Add +57.6% | 17,789 | $1.1M |
| Stevens Capital Partners | 0.41% | Reduce -3.1% | 17,572 | $1.1M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 17,625 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +26.4% | 17,530 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.15% | Add +0.5% | 17,456 | $1.1M |
| Axis Wealth Partners, LLC | 0.72% | Add +7.8% | 17,275 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +26.1% | 17,252 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +14.1% | 17,209 | $1.1M |
| Olistico Wealth, LLC | 0.59% | Reduce -1.8% | 16,734 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +6.8% | 16,449 | $1.0M |
| Eagle Strategies LLC | 0.16% | Reduce -29.3% | 16,350 | $1.0M |
| Cathy Pareto & Associates, Inc. | 0.85% | Reduce -0.7% | 16,128 | $1.0M |
| Mills Wealth Advisors LLC | 0.47% | Add +23.6% | 16,123 | $1.0M |
| ARK & TLK Investments, LLC | 0.33% | Add +41.5% | 16,016 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 15,971 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -35.3% | 15,743 | $1.0M |
| Asset Dedication, LLC | 0.07% | Reduce -1.7% | 15,725 | $1.0M |
| Financial Insights, Inc. | 0.37% | Reduce -4.8% | 15,701 | $1.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +3.3% | 15,589 | $993K |
| Opus Capital Group, LLC | 0.12% | New | 15,244 | $971K |
| L & S Advisors Inc | 0.11% | Add +16.2% | 14,997 | $955K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -14.2% | 14,956 | $953K |
| Verus Financial Partners, Inc. | 0.09% | Add +0.3% | 14,020 | $921K |
| SpringVest Wealth Management LLC | 0.74% | Reduce -19.2% | 14,435 | $920K |
| US Bancorp \de | 0.00% | Add +0.5% | 14,157 | $902K |
| Coldstream Capital Management Inc. | 0.01% | Add +16.8% | 14,049 | $895K |
| Smith, Moore & Co. | 0.07% | Reduce -6.7% | 13,894 | $885K |
| Essex Financial Services, Inc. | 0.06% | Add +28.5% | 13,795 | $879K |
| Ade, LLC | 0.47% | Add +259.4% | 13,792 | $879K |
| First County Bank | 0.47% | Add +12.9% | 13,739 | $875K |
| JT Stratford LLC | 0.13% | Add +26.1% | 13,655 | $870K |
| Centaurus Financial, Inc. | 0.05% | Add +4.0% | 13,428 | $856K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.8% | 13,378 | $852K |
| Semitam Bonam LLC | 0.80% | — | 13,323 | $849K |
| Total Wealth Planning, LLC | 0.11% | Add +5.5% | 13,195 | $841K |
| Citadel Advisors | 0.00% | Reduce -30.3% | 13,116 | $836K |
| Websterrogers Financial Advisors, LLC | 0.26% | Add +0.0% | 13,065 | $832K |
| Clark Asset Management, LLC | 0.11% | Add +0.1% | 12,770 | $814K |
| Werba Rubin Papier Wealth Management | 0.15% | Reduce -0.5% | 12,601 | $803K |
| Red Lighthouse Investment Management, LLC | 0.30% | Reduce -38.1% | 12,521 | $798K |
| Commerce Bank | 0.00% | Reduce -8.9% | 12,304 | $784K |
| IFG Advisors, LLC | 0.13% | Add +1.4% | 12,252 | $781K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.5% | 11,540 | $735K |
| HM Payson & Co. | 0.01% | Reduce -59.6% | 11,505 | $733K |
| Chokshi & Queen Wealth Advisors, Inc | 0.42% | No change | 11,488 | $732K |
| CWS Financial Advisors, LLC | 0.21% | Add +12.5% | 11,386 | $725K |
| FMR LLC | 0.00% | Reduce -12.2% | 11,372 | $725K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 11,156 | $711K |
| Porter White Investment Advisors, Inc. | 0.33% | Add +0.0% | 11,095 | $707K |
| 25 LLC | 0.26% | Reduce -0.0% | 11,093 | $707K |
| BCO Wealth Management LLC | 0.50% | Reduce -12.5% | 11,012 | $702K |
| Cambridge Capital Management, LLC | 0.38% | New | 11,002 | $701K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,955 | $698K |
| Compound Planning, Inc. | 0.03% | Reduce -43.6% | 10,952 | $698K |
| Resolute Wealth Advisor, Inc. | 0.39% | — | 9,741 | $693K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,762 | $686K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -28.3% | 10,683 | $681K |
| Wingate Wealth Advisors, Inc. | 0.60% | Add +43.7% | 10,642 | $678K |
| Transcend Capital Advisors, LLC | 0.05% | Add +44.4% | 10,607 | $676K |
| Goepper Burkhardt LLC | 0.25% | Add +1.3% | 10,564 | $673K |
| SJS Investment Consulting Inc. | 0.11% | Reduce -1.3% | 10,516 | $670K |
| Sollinda Capital Management LLC | 0.17% | Add +31.2% | 10,514 | $670K |
| Lido Advisors, LLC | 0.00% | Add +16.7% | 10,483 | $668K |
| Graver Capital Management, LLC | 0.59% | No change | 10,426 | $664K |
| Apollon Wealth Management, LLC | 0.01% | No change | 10,230 | $652K |
| KM Capital Management Ltd. | 0.32% | Reduce -10.6% | 10,134 | $646K |
| CRA Financial Services, LLC | 0.10% | No change | 10,087 | $643K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +2.1% | 10,045 | $640K |
| First American Trust, FSB | 0.05% | New | 9,950 | $634K |
| CW Advisors, LLC | 0.01% | Add +0.0% | 9,791 | $624K |
| Betterment LLC | 0.00% | Add +6.2% | 9,781 | $623K |
| Diversified Portfolios, Inc. | 0.06% | Add +45.2% | 9,777 | $623K |
| Pinnacle Financial Partners Inc | 0.01% | Add +2.9% | 9,744 | $621K |
| Abacus Wealth Partners, LLC | 0.09% | No change | 9,592 | $611K |
| Cresset Asset Management, LLC | 0.00% | Reduce -63.7% | 9,515 | $606K |
| Measured Wealth Private Client Group, LLC | 0.18% | Reduce -3.0% | 9,510 | $606K |
| Kavar Capital Partners Group, LLC | 0.09% | No change | 9,278 | $591K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +9.4% | 9,259 | $590K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.1% | 9,234 | $588K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +16.9% | 9,215 | $587K |
| Parkside Financial Bank & Trust | 0.06% | Add +0.0% | 9,190 | $585K |
| Cladis Investment Advisory, LLC | 0.37% | Add +0.0% | 9,159 | $584K |
| Watershed Private Wealth LLC | 0.21% | Reduce -2.1% | 9,083 | $579K |
| Weaver Consulting Group | 0.16% | No change | 8,965 | $571K |
| Evoke Wealth, LLC | 0.01% | No change | 8,952 | $570K |
| Keybank National Association | 0.00% | No change | 8,943 | $570K |
| Peavine Capital, LLC | 0.13% | No change | 8,891 | $566K |
| Mullaney, Keating & Wright, Inc. | 0.37% | No change | 8,877 | $566K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 8,799 | $561K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.3% | 8,786 | $560K |
| Sowell Financial Services LLC | 0.02% | Reduce -10.2% | 8,713 | $555K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.0% | 8,670 | $552K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.8% | 8,652 | $551K |
| Sincerus Advisory, LLC | 0.52% | Add +2.5% | 8,338 | $550K |
| Planwiser Financial, LLC | 0.47% | Reduce -1.8% | 8,290 | $547K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 8,282 | $528K |
| Seamount Financial Group Inc. | 0.27% | New | 8,223 | $524K |
| Colonial Trust Co / SC | 0.08% | No change | 8,157 | $520K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.6% | 8,093 | $516K |
| Western Wealth Management, LLC | 0.03% | Add +1.1% | 8,093 | $516K |
| Capital Management Associates, Inc | 0.16% | Reduce -50.0% | 7,954 | $507K |
| Integrity Alliance, Llc. | 0.03% | Add +12.0% | 7,881 | $502K |
| PrairieView Partners, LLC | 0.05% | No change | 7,812 | $497K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | Reduce -4.0% | 7,733 | $493K |
| SIMA Wealth Partners, LLC | 0.40% | Reduce -2.1% | 7,697 | $490K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.5% | 7,618 | $485K |
| S.A. Mason LLC | 0.23% | Add +0.5% | 7,569 | $482K |
| Financial Symmetry Inc | 0.24% | Add +13.4% | 7,379 | $470K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,337 | $467K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.4% | 7,010 | $447K |
| Fort Point Capital Partners LLC | 0.04% | No change | 7,000 | $446K |
| K2 Financial Inc. | 0.39% | Add +1.8% | 6,865 | $442K |
| Sovereign Investment Advisors, LLC | 0.12% | New | 6,862 | $437K |
| WASHINGTON TRUST Co | 0.02% | Add +6.5% | 6,825 | $435K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -22.4% | 6,803 | $433K |
| Stegent Equity Advisors, Inc. | 0.38% | No change | 6,779 | $432K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 6,770 | $431K |
| Stone Summit Wealth LLC | 0.13% | No change | 6,737 | $429K |
| GWN Securities Inc. | 0.08% | Add +24.9% | 6,674 | $426K |
| MPWM Advisory Solutions, LLC | 0.27% | Add +0.1% | 6,643 | $423K |
| Waverly Advisors, LLC | 0.00% | Reduce -25.4% | 6,643 | $423K |
| Hilltop Holdings Inc. | 0.03% | Add +9.7% | 6,605 | $421K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -19.1% | 6,580 | $419K |
| Bill Few Associates, Inc. | 0.12% | No change | 6,573 | $419K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,572 | $419K |
| Brighton Jones LLC | 0.01% | Reduce -1.0% | 6,538 | $417K |
| Boyce & Associates Wealth Consulting, Inc. | 0.38% | Reduce -8.4% | 6,508 | $415K |
| SVB Wealth LLC | 0.02% | Reduce -46.1% | 6,502 | $414K |
| Cross Staff Investments Inc | 0.31% | No change | 6,500 | $414K |
| Diversified Trust Co. | 0.01% | No change | 6,457 | $411K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.8% | 6,393 | $407K |
| Accretive Wealth Partners, LLC | 0.13% | Reduce -15.0% | 6,343 | $404K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -50.5% | 6,221 | $396K |
| MBE Wealth Management, LLC | 0.17% | Add +1.8% | 6,206 | $395K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $387K |
| MBM Wealth Consultants, LLC | 0.10% | Reduce -6.8% | 6,065 | $386K |
| Vise Technologies, Inc. | 0.02% | — | 5,900 | $376K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.8% | 5,861 | $373K |
| Sigma Planning Corp | 0.01% | Reduce -37.0% | 5,838 | $372K |
| Smithfield Trust Co | 0.02% | Add +20.9% | 5,805 | $371K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $370K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -26.8% | 5,800 | $370K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.6% | 5,795 | $369K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $368K |
| Ameritas Advisory Services, LLC | 0.02% | Add +13.7% | 5,766 | $367K |
| Visionary Wealth Advisors | 0.02% | Add +4.3% | 5,742 | $366K |
| Quarry Hill Advisors, LLC | 0.21% | No change | 5,720 | $364K |
| Versant Capital Management, Inc | 0.06% | No change | 5,704 | $363K |
| XY Planning Network, Inc. | 0.12% | Add +48.0% | 5,698 | $363K |
| Montis Financial, LLC | 0.10% | Add +3.2% | 5,689 | $362K |
| M.E. Allison & Co., Inc. | 0.29% | No change | 5,670 | $361K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | New | 5,664 | $361K |
| Lynch & Associates | 0.07% | Add +7.1% | 5,645 | $360K |
| Edge Financial Advisors LLC | 0.19% | New | 5,603 | $359K |
| Silverlake Wealth Management LLC | 0.10% | New | 5,559 | $354K |
| Accredited Investor Services, LLC | 0.27% | No change | 5,555 | $354K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -29.8% | 5,554 | $354K |
| Flagstar Securities, Inc. | 0.10% | Reduce -31.7% | 5,502 | $351K |
| Ascent Group, LLC | 0.01% | No change | 5,477 | $349K |
| Financial Advocates Investment Management | 0.03% | New | 5,452 | $347K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -15.9% | 5,429 | $346K |
| Atlas Wealth LLC | 0.17% | Reduce -9.3% | 5,312 | $344K |
| HB Wealth Management, LLC | 0.00% | No change | 5,344 | $340K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 5,302 | $338K |
| Mustard Seed Financial, LLC | 0.24% | Add +4.8% | 5,267 | $336K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +2.1% | 5,229 | $333K |
| Hanover Advisors Inc. | 0.14% | Reduce -7.4% | 5,211 | $332K |
| Cadence Bank | 0.02% | No change | 5,210 | $332K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 5,200 | $331K |
| Private Trust Co. NA | 0.03% | Reduce -1.5% | 5,143 | $328K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,104 | $325K |
| Asset Planning Corporation | 0.17% | No change | 5,069 | $323K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -22.0% | 5,015 | $320K |
| Francis Financial, Inc. | 0.07% | No change | 5,012 | $319K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $318K |
| Argent Trust Co | 0.01% | Reduce -2.8% | 4,984 | $318K |
| Disciplined Investments, LLC | 0.13% | No change | 4,978 | $317K |
| Milestone Asset Management Group, LLC | 0.23% | Add +0.1% | 4,968 | $317K |
| Signature Wealth Management Group | 0.12% | Reduce -13.0% | 4,952 | $315K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -48.2% | 4,761 | $314K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 4,818 | $314K |
| McIlrath & Eck, LLC | 0.04% | Reduce -41.0% | 4,838 | $308K |
| Tranquility Partners, LLC | 0.11% | Add +7.6% | 4,831 | $308K |
| Meritas Wealth Management, LLC | 0.17% | No change | 4,814 | $307K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,779 | $304K |
| Arbor Wealth Advisors LLC | 0.25% | No change | 4,765 | $304K |
| Avant Financial Advisors LLC | 0.25% | No change | 4,704 | $300K |
| Independent Financial Group, LLC | 0.01% | New | 4,660 | $297K |
| Cornerstone Advisory, LLC | 0.03% | No change | 4,650 | $296K |
| SteelPeak Wealth, LLC | 0.01% | No change | 4,631 | $295K |
| Two West Capital Advisors LLC | 0.19% | Add +0.1% | 4,427 | $292K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.0% | 4,583 | $292K |
| Valued Wealth Advisors LLC | 0.15% | Reduce -61.6% | 4,561 | $291K |
| M&T Bank Corp | 0.00% | No change | 4,543 | $289K |
| Signaturefd, LLC | 0.00% | No change | 4,520 | $288K |
| Towneley Capital Management, Inc / DE | 0.07% | Reduce -10.8% | 4,488 | $286K |
| RKL Wealth Management LLC | 0.02% | No change | 4,453 | $284K |
| SageView Advisory Group, LLC | 0.01% | Reduce -12.0% | 4,198 | $277K |
| Summit Asset Management, LLC | 0.04% | No change | 4,303 | $274K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,270 | $272K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 4,269 | $272K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.7% | 4,259 | $271K |
| Destination Wealth Management | 0.01% | New | 4,259 | $271K |
| Wick Capital Partners, LLC | 0.07% | Add +2631.1% | 137,348 | $271K |
| Peterson Wealth Advisors, LLC | 0.04% | Reduce -0.4% | 4,197 | $267K |
| American Financial Advisors, LLC | 0.04% | Add +0.2% | 4,158 | $265K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $261K |
| Townsquare Capital LLC | 0.03% | Reduce -88.6% | 4,078 | $260K |
| Watts Gwilliam & Co., LLC | 0.04% | Add +0.1% | 3,715 | $259K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 4,034 | $257K |
| BOS Asset Management, LLC | 0.08% | New | 4,017 | $256K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 3,984 | $254K |
| Ridgewood Investments LLC | 0.11% | Add +197.1% | 3,972 | $253K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.6% | 3,945 | $251K |
| Kennebec Savings Bank | 0.25% | Add +23.3% | 3,939 | $251K |
| Advyzon Investment Management, LLC | 0.05% | New | 3,878 | $247K |
| UMB Bank, n.a. | 0.00% | No change | 3,819 | $243K |
| CVA Family Office, LLC | 0.03% | Reduce -60.9% | 3,792 | $242K |
| Tilia Fiduciary Partners, Inc. | 0.14% | Add +2.1% | 3,719 | $237K |
| North Capital, Inc. | 0.20% | Add +0.3% | 3,718 | $237K |
| Christopher J. Hasenberg, Inc | 0.09% | New | 3,708 | $236K |
| Ellenbecker Investment Group | 0.04% | Add +0.1% | 3,682 | $235K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +2.5% | 3,670 | $234K |
| Oak Wealth Advisors LLC | 0.15% | No change | 3,643 | $232K |
| VestGen Advisors, LLC | 0.01% | No change | 3,641 | $232K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,516 | $232K |
| FinDec Wealth Services, Inc. | 0.24% | Reduce -49.0% | 3,599 | $229K |
| Winebrenner Capital Management LLC | 0.18% | New | 3,567 | $227K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 3,556 | $227K |
| Two Sigma Securities, LLC | 0.03% | New | 3,548 | $226K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 3,539 | $225K |
| Montz Harcus Wealth Management LLC | 0.11% | Add +4.9% | 3,534 | $225K |
| Benningfield Financial Advisors, LLC | 0.19% | No change | 3,519 | $224K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $224K |
| Global Retirement Partners, LLC | 0.01% | — | 3,511 | $224K |
| RAM Investment Partners, LLC | 0.05% | Reduce -36.9% | 3,470 | $221K |
| Next Level Wealth Planning, LLC | 0.14% | New | 3,469 | $221K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $221K |
| Family Investment Center, Inc. | 0.05% | No change | 3,448 | $220K |
| Private Management Group Inc. | 0.01% | Reduce -3.0% | 3,447 | $220K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $219K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $219K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 3,436 | $219K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $219K |
| Busey Bank | 0.01% | No change | 3,431 | $219K |
| Heritage Wealth Management, Inc. | 0.17% | New | 3,425 | $218K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -2.9% | 3,384 | $216K |
| BSW Wealth Partners | 0.03% | New | 3,282 | $209K |
| Goldstein Advisors, LLC | 0.03% | Reduce -5.2% | 3,282 | $209K |
| FF Advisors,LLC | 0.10% | New | 3,171 | $202K |
| Caldwell Trust Co | 0.02% | No change | 3,146 | $200K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $197K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $196K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 3,017 | $192K |
| Robinswood Financial LLC | 0.07% | No change | 2,922 | $186K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $182K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.8% | 2,801 | $178K |
| Red Tortoise LLC | 0.08% | No change | 2,689 | $171K |
| AE Wealth Management LLC | 0.00% | Add +42.3% | 2,595 | $165K |
| Coston, McIsaac & Partners | 0.04% | Add +0.0% | 2,563 | $163K |
| Assetmark, Inc. | 0.00% | Add +17.0% | 2,489 | $159K |
| Woodside Wealth Management LLC | 0.13% | No change | 2,433 | $155K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.2% | 2,409 | $153K |
| Bokf, NA | 0.00% | New | 2,395 | $153K |
| Newton One Investments LLC | 0.05% | Add +0.1% | 2,310 | $147K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 2,196 | $140K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $136K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,100 | $134K |
| IFP Advisors, Inc | 0.00% | Reduce -33.8% | 2,034 | $130K |
| Sawyer & Company, Inc | 0.04% | Reduce -36.0% | 1,565 | $129K |
| True Wealth Design, LLC | 0.04% | No change | 1,977 | $126K |
| SouthState Bank Corp | 0.01% | Add +11.5% | 1,887 | $120K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $117K |
| Bfsg, LLC | 0.01% | No change | 1,796 | $114K |
| Fifth Third Bancorp | 0.00% | No change | 1,775 | $113K |
| Compass Planning Associates Inc | 0.10% | Add +0.3% | 1,756 | $112K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -30.0% | 1,720 | $110K |
| Aspect Partners, LLC | 0.05% | No change | 1,706 | $109K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,688 | $108K |
| Redmont Wealth Advisors LLC | 0.15% | Add +108.5% | 1,589 | $101K |
| Fairman Group, LLC | 0.08% | Add +0.3% | 1,559 | $99K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $97K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1,517 | $97K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.4% | 1,416 | $90K |
| CENTRAL TRUST Co | 0.00% | No change | 1,375 | $88K |
| Global Trust Asset Management, LLC | 0.05% | Add +556.6% | 1,333 | $85K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,250 | $80K |
| Transce3nd, LLC | 0.03% | No change | 1,192 | $77K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 1,127 | $73K |
| Hilltop National Bank | 0.02% | — | 1,109 | $71K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,108 | $71K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,100 | $70K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $68K |
| Principal Securities, Inc. | 0.00% | Add +167.3% | 1,029 | $66K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,021 | $65K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 1,015 | $65K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,000 | $64K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $58K |
| Lanark Financial, Inc. | 0.00% | No change | 913 | $58K |
| Russell Investments Group, Ltd. | 0.00% | New | 907 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 907 | $58K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $54K |
| BlackRock, Inc. | 0.00% | Add +85100.0% | 852 | $54K |
| Urban Financial Advisory Corp | 0.03% | No change | 839 | $53K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.1% | 781 | $50K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 778 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +685.9% | 778 | $50K |
| First Community Trust NA | 0.04% | Reduce -50.0% | 750 | $48K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $47K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.3% | 731 | $47K |
| Brooklyn Investment Group | 0.01% | New | 728 | $46K |
| Hantz Financial Services, Inc. | 0.00% | New | 728 | $46K |
| Rialto Wealth Management, LLC | 0.01% | No change | 684 | $44K |
| Chilton Capital Management LLC | 0.00% | Reduce -68.6% | 675 | $43K |
| Trust Co. of Vermont | 0.00% | New | 665 | $42K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 632 | $40K |
| Private Wealth Management Group, LLC | 0.01% | No change | 605 | $39K |
| First United Bank & Trust | 0.01% | Reduce -6.4% | 585 | $37K |
| Reyes Financial Architecture, Inc. | 0.03% | New | 559 | $36K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 440 | $28K |
| Conquis Financial LLC | 0.03% | Reduce -84.5% | 438 | $28K |
| Salem Investment Counselors Inc. | 0.00% | No change | 437 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 431 | $27K |
| Hughes Financial Services, LLC | 0.00% | Reduce -15.8% | 425 | $27K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $27K |
| ORG Partners LLC | 0.01% | No change | 387 | $25K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 374 | $24K |
| Promus Capital, LLC | 0.01% | New | 355 | $23K |
| Howe & Rusling Inc. | 0.00% | No change | 353 | $22K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 343 | $22K |
| City State Bank | 0.01% | Add +46.5% | 315 | $20K |
| Dunhill Financial, LLC | 0.01% | New | 313 | $20K |
| Operose Advisors LLC | 0.00% | No change | 272 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 252 | $16K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 252 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 251 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 247 | $16K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 230 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 210 | $14K |
| Kings Path Partners LLC | 0.01% | New | 213 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $12K |
| Truvestments Capital LLC | 0.00% | No change | 181 | $12K |
| Pineridge Advisors LLC | 0.00% | Add +0.6% | 164 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | — | 147 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 147 | $9K |
| Qube Research & Technologies Ltd | 0.00% | New | 147 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -94.2% | 128 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 118 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 101 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 78 | $5K |
| Eq Wealth Advisors, LLC | 0.00% | No change | 66 | $4K |
| Citigroup Inc. | 0.00% | Add +933.3% | 62 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 53 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Bangor Savings Bank | 0.00% | Reduce -87.5% | 40 | $3K |
| Archer Investment Corp | 0.00% | No change | 15 | $956 |
| Frazier Financial Advisors, LLC | 0.00% | New | 9 | $574 |
"% 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.