Dimensional US Small Cap ETFDFASETF
13F holders, Q3 2025 (September 30)785holders +14
48new positions
25sold out
3famous investors
$68.45avg. 13F price*
At the end of Q3 2025, 785 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 14 from Q2 2025. 48 opened new positions and 25 sold out. The largest holders were Creative Planning ($1.6B), Northern Trust Corp. ($553.1M) and Bank of America Corp. ($452.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $16.3M |
| Exits | 25 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 8,797,892 shares bought and 4,704,919 shares sold, net +4,092,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Creative Planning | 1.19% | Add +12.1% | 22,684,991 | $1.6B |
| Northern Trust Corp. | 0.07% | Add +2.9% | 8,079,314 | $553.1M |
| Bank of America Corp. | 0.03% | Add +6.3% | 6,609,555 | $452.5M |
| Index Fund Advisors, Inc. | 19.45% | Add +0.5% | 5,856,832 | $401.0M |
| Focus Partners Wealth | 0.38% | Add +10.9% | 3,402,755 | $233.0M |
| Pure Financial Advisors, LLC | 3.21% | Add +5.7% | 2,946,324 | $201.7M |
| TCI Wealth Advisors, Inc. | 10.03% | Add +3.5% | 2,456,384 | $168.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -35.0% | 1,603,773 | $109.8M |
| Plancorp, LLC | 2.85% | Reduce -3.0% | 1,325,385 | $90.7M |
| Midwest Trust Co | 1.16% | Reduce -30.4% | 1,303,497 | $89.2M |
| Savant Capital, LLC | 0.53% | Reduce -2.6% | 1,280,869 | $87.7M |
| Premier Financial Group | 21.12% | Add +0.3% | 1,163,177 | $79.0M |
| First Command Advisory Services, Inc. | 0.57% | Reduce -5.6% | 1,151,703 | $78.8M |
| Washington Trust Bank | 5.77% | Add +45.9% | 1,149,729 | $78.7M |
| Evanson Asset Management, LLC | 4.43% | Add +6.2% | 1,146,929 | $78.5M |
| Royal Bank of Canada | 0.01% | Add +11.2% | 1,073,330 | $73.5M |
| Root Financial Partners, LLC | 4.11% | Add +74.2% | 974,237 | $66.7M |
| Bank of Montreal | 0.03% | Add +10.5% | 973,945 | $66.7M |
| HighTower Advisors, LLC | 0.08% | Add +1.9% | 967,318 | $66.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -6.1% | 954,923 | $65.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.70% | Add +0.1% | 954,551 | $65.3M |
| Sageworth Trust Co | 3.03% | Reduce -1.5% | 949,428 | $65.0M |
| Confluence Wealth Services, Inc. | 3.19% | Add +6.9% | 945,735 | $64.7M |
| Great Waters Wealth Management | 7.54% | Add +6.0% | 932,698 | $63.9M |
| UBS Group AG | 0.01% | Add +6.3% | 869,165 | $59.5M |
| Focus Partners Advisor Solutions, LLC | 0.66% | Add +8.7% | 851,692 | $58.3M |
| LPL Financial LLC | 0.02% | Reduce -8.5% | 829,110 | $56.8M |
| Raymond James Financial Inc. | 0.02% | Add +8.3% | 776,233 | $53.1M |
| MassMutual Private Wealth & Trust, FSB | 1.33% | Reduce -35.4% | 764,595 | $52.3M |
| DiNuzzo Private Wealth, Inc. | 5.73% | Add +1.2% | 739,532 | $50.5M |
| Brown Advisory Inc. | 0.07% | Reduce -19.3% | 735,829 | $50.4M |
| Stordahl Capital Management, Inc. | 10.38% | Add +2.0% | 721,605 | $49.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.0% | 669,047 | $45.8M |
| Wealth Management Nebraska | 5.38% | Add +0.5% | 659,571 | $45.2M |
| Chicago Partners Investment Group LLC | 1.18% | Add +4.9% | 652,443 | $45.1M |
| Bleakley Financial Group, LLC | 0.97% | Add +3.8% | 612,586 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.2% | 594,404 | $40.7M |
| Beaird Harris Wealth Management, LLC | 2.75% | Reduce -2.4% | 565,746 | $38.7M |
| Dixon Fnancial Services, Inc. | 17.57% | Reduce -1.8% | 563,457 | $38.6M |
| Mariner, LLC | 0.05% | Add +9.0% | 552,801 | $37.8M |
| DAVENPORT & Co LLC | 0.20% | Add +11.9% | 546,036 | $37.4M |
| Sax Wealth Advisors, LLC | 2.00% | Reduce -4.3% | 543,487 | $37.2M |
| Modera Wealth Management, LLC | 0.42% | Reduce -2.6% | 532,668 | $36.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +1672.9% | 529,522 | $36.3M |
| Cetera Investment Advisers | 0.04% | Add +69.6% | 527,235 | $36.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.2% | 521,252 | $35.7M |
| Pathstone Holdings, LLC | 0.13% | Add +17.4% | 502,209 | $34.4M |
| Truist Financial Corp. | 0.04% | Add +0.6% | 478,644 | $32.8M |
| Austin Asset Management Co Inc | 6.24% | Reduce -0.2% | 478,329 | $32.7M |
| Kwmg, LLC | 2.83% | Add +2.8% | 472,029 | $32.3M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -0.6% | 455,741 | $31.2M |
| Heritage Investment Group, Inc. | 4.89% | Reduce -1.2% | 446,126 | $30.5M |
| Phillips Financial Management, LLC | 1.97% | Add +8.1% | 437,153 | $29.9M |
| Acorn Creek Capital LLC | 10.81% | Add +4.5% | 418,342 | $28.6M |
| Financial Consulate, Inc. | 4.03% | Add +4.8% | 416,923 | $28.5M |
| Heritage Wealth Management, Inc./Texas | 12.56% | Add +1.8% | 415,969 | $28.5M |
| Osaic Holdings, Inc. | 0.04% | Add +19.0% | 408,751 | $28.0M |
| Hurlow Wealth Management Group, Inc. | 7.13% | Add +20.0% | 402,356 | $27.5M |
| DecisionPoint Financial, LLC | 6.39% | Add +7.0% | 399,235 | $27.4M |
| Tanager Wealth Management LLP | 2.87% | Add +2.8% | 399,898 | $27.4M |
| Bouchey Financial Group, Ltd. | 2.11% | Add +1.4% | 399,397 | $27.3M |
| Vise Technologies, Inc. | 1.01% | Add +6628.5% | 396,981 | $27.2M |
| Comerica Bank | 0.10% | Reduce -0.5% | 395,943 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.0% | 387,382 | $26.5M |
| Choreo, LLC | 0.33% | Reduce -2.9% | 366,678 | $25.1M |
| Divergent Planning, LLC | 6.50% | Add +3.6% | 353,779 | $24.4M |
| First National Trust Co | 0.84% | Reduce -2.0% | 356,886 | $24.4M |
| Captrust Financial Advisors | 0.05% | Add +5.7% | 354,849 | $24.3M |
| Market Street Wealth Management Advisors LLC | 3.76% | Reduce -1.3% | 346,089 | $23.7M |
| Foster Group, Inc. | 0.74% | Reduce -10.4% | 343,601 | $23.5M |
| Disciplined Equity Management, Inc. | 12.75% | Add +1.4% | 342,203 | $23.4M |
| Planning Center, Inc. | 2.40% | Reduce -0.2% | 333,502 | $22.8M |
| Your Advocates Ltd., LLP | 7.49% | Add +1.8% | 326,296 | $22.3M |
| Tillman Hartley LLC | 5.73% | Reduce -0.4% | 323,606 | $22.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | Add +1.4% | 322,275 | $22.1M |
| Jackson Thornton Wealth Management, LLC | 2.13% | Reduce -3.0% | 304,289 | $21.0M |
| Maseco LLP | 1.01% | Reduce -4.8% | 305,395 | $20.9M |
| Builder Investment Group Inc. | 4.68% | Add +0.9% | 304,342 | $20.8M |
| Tilson Financial Group, Inc. | 6.62% | Reduce -0.2% | 294,454 | $20.2M |
| Timonier Family Office, LTD. | 6.54% | Add +6.3% | 291,675 | $20.0M |
| AdvisorNet Financial, Inc | 1.13% | Reduce -6.3% | 291,102 | $19.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.40% | Reduce -4.7% | 291,075 | $19.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +14.1% | 289,108 | $19.8M |
| Pillar Financial Advisors, LLC | 12.15% | Add +1.3% | 282,677 | $19.4M |
| Forum Private Client Group LLC | 6.87% | Add +2.8% | 281,707 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.9% | 277,371 | $19.0M |
| McLean Asset Management Corp | 3.91% | Reduce -5.0% | 274,281 | $19.0M |
| Pinney & Scofield, Inc. | 11.77% | Add +1.7% | 276,808 | $19.0M |
| Corient Private Wealth LP | 0.03% | Reduce -55.8% | 276,220 | $18.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.89% | Add +2.0% | 272,669 | $18.7M |
| Hill Island Financial LLC | 4.64% | Add +8.4% | 271,723 | $18.6M |
| PCA Investment Advisory Services Inc. | 6.67% | Add +9.8% | 263,448 | $18.0M |
| Parkwoods Wealth Partners, LLC | 6.13% | Add +20.3% | 262,626 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Reduce -1.8% | 260,808 | $17.9M |
| Dynamic Advisor Solutions LLC | 0.52% | Add +1.0% | 259,199 | $17.7M |
| Farther Finance Advisors, LLC | 0.27% | Add +12.6% | 257,639 | $17.6M |
| Advisory Alpha, LLC | 0.48% | Add +8.5% | 251,959 | $17.3M |
| New Hampshire Trust | 3.33% | Reduce -23.2% | 252,281 | $17.3M |
| Monograph Wealth Advisors, LLC | 1.74% | Add +34.0% | 250,701 | $17.2M |
| Tassel Capital Management, Inc. | 10.97% | Add +4.2% | 250,406 | $17.1M |
| EnRich Financial Partners LLC | 4.87% | Add +1.4% | 250,099 | $17.1M |
| OneDigital Investment Advisors LLC | 0.17% | Add +25.2% | 245,662 | $16.8M |
| Allodium Investment Consultants, LLC | 9.37% | Add +1.5% | 242,434 | $16.6M |
| PBMares Wealth Management LLC | 2.66% | Add +2.0% | 239,977 | $16.4M |
| Morgan Stanley | 0.00% | Reduce -14.4% | 232,844 | $15.9M |
| Factor Wealth Management LTD | 3.98% | Reduce -0.6% | 232,682 | $15.9M |
| Lutz Financial Services LLC | 1.15% | Reduce -1.1% | 232,493 | $15.9M |
| LRI Investments, LLC | 1.28% | Add +0.0% | 227,525 | $15.6M |
| Stadion Money Management, LLC | 1.22% | Reduce -5.1% | 222,280 | $15.2M |
| Aspen Capital Management, LLC | 3.87% | Reduce -0.0% | 222,020 | $15.2M |
| Sentinel Wealth Management, Inc. | 13.06% | Reduce -1.5% | 219,689 | $15.0M |
| G2 Capital Management, LLC / Oh | 3.78% | Add +4.8% | 218,966 | $15.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 214,725 | $14.7M |
| WPWealth LLP | 2.35% | Add +23.1% | 209,962 | $14.4M |
| West Financial Advisors, LLC | 2.32% | Reduce -3.2% | 205,245 | $14.1M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 204,462 | $14.0M |
| McGlone Suttner Wealth Management, Inc. | 1.94% | Add +1.6% | 202,856 | $13.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +61.1% | 195,603 | $13.4M |
| Park Avenue Securities LLC | 0.10% | Add +20.1% | 189,425 | $13.0M |
| Midwest Heritage Bank, FSB | 4.53% | Reduce -0.2% | 187,070 | $12.8M |
| Spinnaker Investment Group, LLC | 2.36% | Add +8.1% | 183,788 | $12.6M |
| Aire Advisors, LLC | 2.24% | Reduce -0.0% | 180,498 | $12.4M |
| Cwm, LLC | 0.04% | Reduce -1.2% | 180,076 | $12.3M |
| Wescott Financial Advisory Group, LLC | 1.10% | Add +4.4% | 179,768 | $12.3M |
| Syverson Strege & Co | 2.92% | Reduce -4.9% | 178,004 | $12.2M |
| Sterling Wealth Management, Inc. | 3.68% | Add +3.1% | 177,175 | $12.1M |
| Jones Financial Companies LLLP | 0.01% | Add +24.9% | 173,283 | $11.9M |
| Trinity Financial Advisors LLC | 3.35% | Reduce -0.9% | 169,668 | $11.6M |
| Pacific Sage Partners, LLC | 1.94% | Add +27.2% | 169,296 | $11.6M |
| Bridgewater Advisors Inc. | 0.80% | Add +4.1% | 172,745 | $11.6M |
| One Capital Management, LLC | 0.37% | Reduce -3.6% | 168,989 | $11.6M |
| American Investment Services, Inc. | 2.76% | Reduce -2.3% | 167,913 | $11.5M |
| Allworth Financial LP | 0.05% | Reduce -0.7% | 167,688 | $11.5M |
| Wells Fargo & Company | 0.00% | Add +22.9% | 166,994 | $11.4M |
| Bannerman Wealth Management Group, LLC | 8.34% | Reduce -3.9% | 165,243 | $11.3M |
| Invst, LLC | 1.28% | Add +31.7% | 164,769 | $11.3M |
| Summit Wealth Group, LLC | 2.71% | Add +4.5% | 163,897 | $11.2M |
| Conservest Capital Advisors, Inc. | 1.03% | Add +0.1% | 162,811 | $11.1M |
| Burk Holdings LLC | 5.94% | Add +3.7% | 162,488 | $11.1M |
| Mendota Financial Group, LLC | 8.21% | Add +11.4% | 160,662 | $11.0M |
| Enzi Wealth | 3.86% | Add +0.8% | 162,443 | $11.0M |
| Forum Financial Management, LP | 0.14% | Add +5.3% | 153,833 | $10.5M |
| B&D White Capital Company, LLC | 1.32% | No change | 150,416 | $10.3M |
| Cardiff Park Advisors, LLC | 0.78% | Reduce -0.5% | 147,690 | $10.1M |
| Earned Wealth Advisors, LLC | 1.65% | Reduce -5.4% | 146,312 | $10.0M |
| Colorado Capital Management, Inc. | 3.87% | Add +2.0% | 146,294 | $10.0M |
| MAI Capital Management | 0.06% | Reduce -2.2% | 145,903 | $10.0M |
| WorthPointe, LLC | 3.74% | Reduce -0.4% | 145,754 | $10.0M |
| CGN Advisors LLC | 0.82% | Reduce -0.2% | 144,865 | $9.9M |
| Pioneer Wealth Management Group | 3.12% | Add +10.0% | 141,144 | $9.7M |
| Envision Financial Planning, LLC | 4.08% | Add +4.4% | 140,447 | $9.6M |
| FLC Capital Advisors | 1.83% | Reduce -1.6% | 137,725 | $9.4M |
| Daner Wealth Management, LLC | 6.10% | Add +0.6% | 139,020 | $9.4M |
| Granite Harbor Advisors, Inc. | 3.92% | Reduce -26.1% | 136,076 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +7.3% | 135,329 | $9.3M |
| Dravo Bay LLC | 4.01% | Add +7.6% | 132,494 | $9.1M |
| 1900 Wealth Management LLC | 0.61% | Reduce -0.9% | 132,109 | $9.0M |
| Spire Wealth Management | 0.31% | Reduce -0.8% | 132,056 | $9.0M |
| Vermillion Wealth Management, Inc. | 2.47% | Reduce -3.4% | 131,526 | $9.0M |
| First National Bank Sioux Falls | 2.80% | Add +1.4% | 131,112 | $9.0M |
| Wood Tarver Financial Group, LLC | 2.65% | Add +4.5% | 131,014 | $9.0M |
| Baird Financial Group, Inc. | 0.01% | Add +16.3% | 130,322 | $8.9M |
| Clear Creek Financial Management, LLC | 0.76% | Add +66.2% | 128,785 | $8.8M |
| VeraBank, N.A. | 1.61% | Add +5.7% | 125,438 | $8.6M |
| TFO Wealth Partners, LLC | 1.38% | Add +3.4% | 123,628 | $8.5M |
| CarsonAllaria Wealth Management, Ltd. | 4.38% | Add +0.0% | 123,178 | $8.4M |
| Waterfront Wealth Inc. | 1.72% | Add +37.9% | 123,126 | $8.4M |
| Efficient Advisors, LLC | 0.47% | Add +19.7% | 122,418 | $8.4M |
| Ballentine Capital Advisors, Inc | 3.68% | Add +3.3% | 121,503 | $8.3M |
| Gemmer Asset Management LLC | 0.67% | Add +3.6% | 121,133 | $8.3M |
| Cedar Point Capital Partners, LLC | 5.39% | Add +1.0% | 120,178 | $8.2M |
| Larson Financial Group LLC | 0.29% | Reduce -16.9% | 119,638 | $8.2M |
| GEM Asset Management, LLC | 3.88% | Add +1.4% | 119,901 | $8.2M |
| Webster Bank, N. A. | 0.78% | Add +5.4% | 119,110 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.1% | 118,625 | $8.1M |
| Keb Asset Management, LLC | 1.81% | Reduce -0.8% | 117,739 | $8.1M |
| Ruggaard & Associates LLC | 3.01% | Add +0.9% | 117,628 | $8.1M |
| Aspiriant, LLC | 0.25% | Add +3.9% | 117,061 | $8.0M |
| Hardy Reed LLC | 0.59% | Add +0.4% | 116,362 | $8.0M |
| Merit Financial Group, LLC | 0.07% | Reduce -14.2% | 115,311 | $7.9M |
| Pinnacle Financial Group, LLC / IL | 2.35% | Add +2.5% | 113,421 | $7.8M |
| Aegis Wealth Management LLC | 4.05% | Reduce -8.2% | 110,451 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +6.5% | 109,692 | $7.5M |
| RFG Advisory, LLC | 0.15% | Reduce -0.7% | 109,192 | $7.5M |
| Yardley Wealth Management LLC | 4.10% | Reduce -5.2% | 107,235 | $7.3M |
| Ruedi Wealth Management, Inc. | 2.05% | Add +0.3% | 106,838 | $7.3M |
| Curio Wealth, LLC | 2.98% | Add +5.5% | 106,163 | $7.3M |
| Lam Group, Inc. | 4.47% | Reduce -2.6% | 105,246 | $7.2M |
| KPP Advisory Services LLC | 1.04% | Add +2.0% | 102,275 | $7.0M |
| Vestia Personal Wealth Advisors | 3.67% | Add +12.2% | 100,710 | $6.9M |
| Cascade Wealth Advisors, Inc | 3.37% | Add +21.3% | 100,158 | $6.8M |
| JDH Wealth Management, LLC | 4.85% | Reduce -0.0% | 99,767 | $6.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.5% | 98,413 | $6.7M |
| Navigoe, LLC | 4.29% | Reduce -3.6% | 98,067 | $6.7M |
| Collective Family Office LLC | 1.60% | Reduce -0.1% | 97,589 | $6.7M |
| Claris Advisors, LLC / Mo / | 2.31% | No change | 104,470 | $6.7M |
| Visionary Wealth Advisors | 0.31% | Add +1586.7% | 96,850 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.5% | 95,594 | $6.5M |
| Kooman & Associates | 2.02% | Add +5.3% | 95,471 | $6.5M |
| Alpha Financial Advisors, LLC | 2.29% | Reduce -1.9% | 95,132 | $6.5M |
| Pinkerton Wealth, LLC | 0.69% | Reduce -1.0% | 93,488 | $6.4M |
| JMG Financial Group, Ltd. | 0.18% | Add +0.1% | 93,410 | $6.4M |
| Rf&l Wealth Management, LLC | 3.74% | Add +1.6% | 93,163 | $6.4M |
| Andrews, Lucia Wealth Management LLC | 3.74% | Reduce -0.5% | 90,575 | $6.2M |
| KMT Wealth Management, LLC | 3.34% | No change | 90,461 | $6.2M |
| Parker Financial LLC | 2.53% | Add +1.6% | 90,248 | $6.2M |
| Altura Wealth Advisors Inc. | 2.89% | Add +21.7% | 88,777 | $6.1M |
| Zhang Financial LLC | 0.25% | Reduce -0.1% | 88,712 | $6.1M |
| Capital Analysts, LLC | 0.17% | Add +178.4% | 87,099 | $6.0M |
| MBA Advisors LLC | 2.49% | Add +3.1% | 85,225 | $5.8M |
| Seneschal Advisors, LLC | 4.20% | Add +1.6% | 84,585 | $5.8M |
| Discipline Wealth Solutions, LLC | 1.53% | Add +19.7% | 84,535 | $5.8M |
| AQR Capital Management | 0.00% | Add +63.4% | 82,813 | $5.7M |
| Platform Technology Partners | 1.35% | Add +50.5% | 82,496 | $5.6M |
| Meriwether Wealth & Planning, LLC | 3.14% | Add +3.1% | 79,255 | $5.4M |
| Kelleher Financial Advisors | 1.35% | Add +61.1% | 78,644 | $5.4M |
| Armor Investment Advisors, LLC | 1.70% | Reduce -66.0% | 78,234 | $5.4M |
| Tortoise Investment Management, LLC | 0.47% | Reduce -2.4% | 77,575 | $5.3M |
| CPA Asset Management Group, LLC | 2.05% | Add +17.9% | 77,489 | $5.3M |
| Forza Wealth Management, LLC | 1.98% | Add +12.2% | 75,475 | $5.2M |
| Bayshore Asset Management, LLC | 2.21% | Add +0.3% | 75,453 | $5.2M |
| First Financial Group Corp | 4.39% | Add +6.3% | 74,019 | $5.1M |
| Physician Wealth Advisors, Inc. | 0.72% | Add +15.2% | 73,875 | $5.1M |
| BWM Planning, LLC | 1.49% | Add +14.5% | 73,264 | $5.0M |
| Cordant, Inc. | 2.24% | Add +1.9% | 72,346 | $5.0M |
| Apella Capital, LLC | 0.11% | Reduce -1.6% | 72,714 | $4.9M |
| Hiley Hunt Wealth Management | 2.27% | Add +6.4% | 70,476 | $4.8M |
| Sageworth Trust Co of South Dakota | 4.52% | Reduce -3.8% | 69,995 | $4.8M |
| Atria Investments, Inc | 0.05% | Reduce -49.0% | 69,831 | $4.8M |
| Altiora Financial Group, LLC | 0.85% | Reduce -9.6% | 68,106 | $4.7M |
| PFG Advisors | 0.19% | Add +16.1% | 67,907 | $4.6M |
| Birchcreek Wealth Management, LLC | 2.37% | Add +11.3% | 66,992 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -7.6% | 66,551 | $4.6M |
| Kondo Wealth Advisors, Inc. | 1.82% | Reduce -2.8% | 65,999 | $4.5M |
| FMB Wealth Management | 1.90% | Reduce -0.9% | 65,381 | $4.5M |
| Synovus Financial Corp. | 0.05% | Add +29.6% | 64,523 | $4.4M |
| Cordgrass Capital Advisors, LLC | 1.09% | Add +12.7% | 64,447 | $4.4M |
| Investmark Advisory Group LLC | 1.89% | Reduce -2.2% | 63,815 | $4.4M |
| Well Done, LLC | 0.73% | Reduce -1.9% | 62,978 | $4.3M |
| Atlantic Union Bankshares Corp | 0.08% | Add +21.2% | 62,526 | $4.3M |
| Main Street Financial Solutions, LLC | 0.27% | Reduce -14.9% | 61,973 | $4.2M |
| Wealthspan Partners, LLC | 1.62% | Add +0.7% | 61,280 | $4.2M |
| DBK Financial Counsel, LLC | 3.41% | Add +3.6% | 59,292 | $4.1M |
| TruNorth Capital Management, LLC | 0.78% | Add +0.0% | 57,734 | $4.0M |
| Two Sigma Investments, LP | 0.01% | New | 57,400 | $3.9M |
| Cascade Financial Partners, LLC | 0.44% | Reduce -0.2% | 56,526 | $3.9M |
| CLG LLC | 1.05% | Add +0.2% | 56,346 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.15% | Reduce -37.6% | 56,066 | $3.8M |
| First Western Trust Bank | 0.18% | Reduce -5.5% | 55,793 | $3.8M |
| SC&H Financial Advisors, Inc. | 0.62% | Reduce -1.3% | 55,717 | $3.8M |
| Meridian Wealth Partners, LLC | 0.52% | Add +16.0% | 55,561 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 55,502 | $3.8M |
| Tme Financial, Inc. | 2.80% | Add +8.5% | 54,509 | $3.7M |
| Mgo One Seven LLC | 0.09% | Add +115.9% | 54,273 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +70.9% | 53,681 | $3.7M |
| Physician Wealth Solutions Inc. | 1.58% | No change | 52,865 | $3.6M |
| 180 Wealth Advisors, LLC | 0.44% | Add +14.0% | 52,458 | $3.6M |
| Grunden Financial Advisory, Inc. | 1.46% | Reduce -1.4% | 52,430 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.28% | Add +1.7% | 51,702 | $3.5M |
| Modern Wealth Management, LLC | 0.07% | Add +4.9% | 51,496 | $3.5M |
| Investment Advisory Group, LLC | 0.96% | Reduce -0.1% | 51,340 | $3.5M |
| Accredited Wealth Management, LLC | 2.61% | Reduce -70.2% | 6,603 | $3.5M |
| Strategent Financial, LLC | 2.44% | Add +5.4% | 49,913 | $3.4M |
| Kestra Investment Management, LLC | 0.09% | Add +70.9% | 49,815 | $3.4M |
| Blue Trust, Inc. | 0.04% | Add +2.8% | 49,245 | $3.4M |
| Pettinga Financial Advisors LLC | 0.66% | Add +10.8% | 49,231 | $3.4M |
| Strategic Investment Solutions, Inc. | 0.89% | Reduce 0.0% | 48,947 | $3.4M |
| TCP Asset Management, LLC | 0.59% | Add +6.2% | 48,654 | $3.3M |
| Blume Capital Management, Inc. | 0.63% | Reduce -0.8% | 48,199 | $3.3M |
| TAGStone Capital, Inc. | 1.30% | Add +0.1% | 47,908 | $3.3M |
| Mason & Associates Inc | 0.66% | Add +4.1% | 47,563 | $3.3M |
| HTG Investment Advisors, Inc. | 1.09% | Add +9.8% | 47,354 | $3.2M |
| Freedom Investment Management, Inc. | 0.85% | Reduce -2.1% | 46,762 | $3.2M |
| IHT Wealth Management, LLC | 0.08% | Add +3.6% | 46,583 | $3.2M |
| BCM Advisors, LLC | 0.64% | Add +2.2% | 46,029 | $3.2M |
| Aspen Wealth Management LLC | 0.70% | Reduce -0.7% | 46,297 | $3.2M |
| Florida Trust Wealth Management Co | 0.09% | Add +9.1% | 46,072 | $3.2M |
| Drucker Wealth 3.0, LLC | 0.56% | Add +7.5% | 45,758 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +28.6% | 45,466 | $3.1M |
| Smartleaf Asset Management LLC | 0.19% | Add +3.7% | 45,432 | $3.1M |
| Maryland Capital Advisors Inc. | 1.11% | Add +9.2% | 45,146 | $3.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.25% | No change | 44,934 | $3.1M |
| Cambridge Financial Group, LLC | 0.99% | Reduce -0.6% | 44,750 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +0.9% | 44,737 | $3.1M |
| Mather Group, Llc. | 0.03% | Reduce -2.0% | 44,385 | $3.0M |
| Dopkins Wealth Management, LLC | 1.28% | Add +0.2% | 44,147 | $3.0M |
| Vantage Point Financial LLC | 1.16% | Reduce -5.4% | 43,746 | $3.0M |
| HUB Investment Partners, LLC | 0.11% | Reduce -73.8% | 43,390 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -3.1% | 43,260 | $3.0M |
| Intelligence Driven Advisers, LLC | 0.41% | Reduce -2.5% | 43,139 | $3.0M |
| Moody National Bank Trust Division | 0.25% | Add +0.7% | 42,925 | $2.9M |
| Aurelius Family Office LLC | 1.30% | Reduce -2.4% | 42,651 | $2.9M |
| Narus Financial Partners, LLC | 0.80% | Add +2.0% | 42,551 | $2.9M |
| Legacy Financial Group, Inc. | 0.79% | Reduce -0.3% | 42,339 | $2.9M |
| Jacobi Capital Management LLC | 0.18% | Add +9.5% | 42,243 | $2.9M |
| Colony Family Offices, LLC | 0.73% | Reduce -7.8% | 41,047 | $2.8M |
| Strathmore Capital Advisors, Inc. | 1.15% | Reduce -4.9% | 40,961 | $2.8M |
| Sachem Hill LLC | 0.56% | Reduce -4.9% | 40,953 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +17.1% | 40,609 | $2.8M |
| Quantinno Capital Management LP | 0.01% | Add +1.5% | 40,271 | $2.8M |
| RS Crum Inc. | 0.61% | No change | 40,257 | $2.8M |
| Lauer Wealth, LLC | 2.00% | Add +1.2% | 39,639 | $2.7M |
| Hartmann Taylor Wealth Management, LLC | 1.95% | Add +40.2% | 39,615 | $2.7M |
| Wealth Management Partners, LLC | 0.86% | Add +11.7% | 39,566 | $2.7M |
| Cloud Capital Management, LLC | 1.41% | Add +0.3% | 38,981 | $2.7M |
| Resonant Capital Advisors, LLC | 0.15% | Reduce -1.4% | 38,424 | $2.6M |
| Great Point Wealth Advisors, LLC | 0.49% | — | 38,419 | $2.6M |
| Morris Financial Concepts, Inc. | 0.94% | Add +11.6% | 38,087 | $2.6M |
| Savvy Advisors, Inc. | 0.12% | Add +5.4% | 37,976 | $2.6M |
| Capstone Wealth Management, LLC | 2.00% | Reduce -0.1% | 37,917 | $2.6M |
| M Wealth Management, LLC | 2.24% | Reduce -1.1% | 37,229 | $2.5M |
| Clearstead Advisors, LLC | 0.04% | Add +2.2% | 36,531 | $2.5M |
| Wealthstream Advisors, Inc. | 0.38% | Reduce -6.5% | 36,388 | $2.5M |
| Pacific Asset Management, LLC | 1.67% | Add +1.0% | 35,906 | $2.5M |
| Willow Creek Wealth Management Inc. | 0.20% | Add +0.0% | 35,742 | $2.4M |
| FineMark National Bank & Trust | 0.08% | Add +107.3% | 35,669 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +3.8% | 35,463 | $2.4M |
| Trace Wealth Advisors, LLC | 1.81% | Add +0.0% | 35,448 | $2.4M |
| Baker Boyer National Bank | 0.80% | Add +2.6% | 35,115 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Add +0.2% | 34,948 | $2.4M |
| Johnson Wealth Management, LLC | 1.31% | — | 34,721 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce 0.0% | 34,547 | $2.4M |
| Rehmann Capital Advisory Group | 0.13% | Add +0.1% | 34,385 | $2.4M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -1.7% | 33,742 | $2.3M |
| Walter & Keenan Wealth Management LLC /in/ | 0.64% | Reduce -4.4% | 33,439 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +3796.5% | 33,198 | $2.3M |
| Embree Financial Group | 0.30% | Reduce -26.3% | 32,924 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -7.8% | 32,385 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Add +1.9% | 32,145 | $2.2M |
| Mayfair Advisory Group, LLC | 0.94% | Add +0.2% | 31,850 | $2.2M |
| Sutton Place Investors LLC | 1.23% | Reduce -0.1% | 31,629 | $2.2M |
| Concord Wealth Partners | 0.30% | Add +0.1% | 31,598 | $2.2M |
| Berger Financial Group, Inc | 0.13% | Reduce -1.6% | 31,323 | $2.1M |
| Five Oceans Advisors | 0.75% | Reduce -0.8% | 29,825 | $2.0M |
| Baker Tilly Wealth Management, LLC | 0.46% | New | 73,622 | $2.0M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -2.1% | 29,510 | $2.0M |
| Hemington Wealth Management | 0.26% | No change | 29,511 | $2.0M |
| Ariadne Wealth Management, LP | 0.89% | Reduce -4.4% | 29,605 | $2.0M |
| Oarsman Capital, Inc. | 0.28% | Reduce -9.8% | 28,960 | $2.0M |
| Sei Investments Co. | 0.00% | Add +14.6% | 28,704 | $2.0M |
| Integrated Advisors Network LLC | 0.08% | Add +1.3% | 28,563 | $2.0M |
| Powers Advisory Group, LLC | 0.77% | Add +24.3% | 28,209 | $1.9M |
| Elevation Wealth Partners, LLC | 0.69% | Add +2.0% | 28,151 | $1.9M |
| SwitchPoint Financial Planning, LLC | 1.39% | No change | 28,004 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.8% | 27,939 | $1.9M |
| Ade, LLC | 0.96% | Add +101.3% | 27,759 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.38% | Reduce -1.8% | 27,665 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +13.9% | 27,333 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Reduce -6.2% | 26,904 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.40% | Add +11.8% | 26,473 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.6% | 26,061 | $1.8M |
| WESCAP Management Group, Inc. | 0.37% | Reduce -0.3% | 25,962 | $1.8M |
| Fca Corp. | 0.49% | Add +7.2% | 25,792 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +0.6% | 25,540 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.2% | 25,192 | $1.7M |
| AlphaCore Capital LLC | 0.06% | Add +2.5% | 25,150 | $1.7M |
| Westmount Partners, LLC | 0.44% | Reduce -4.7% | 24,965 | $1.7M |
| AG Asset Advisory, LLC | 1.42% | Reduce -19.8% | 25,005 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.9% | 24,946 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Reduce -5.6% | 24,733 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 24,671 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.7% | 24,456 | $1.7M |
| Linscomb Wealth, Inc. | 0.07% | No change | 24,416 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +18.5% | 24,291 | $1.7M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Add +0.1% | 24,247 | $1.7M |
| Retirement Guys Formula LLC | 0.58% | Reduce -0.3% | 24,090 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.9% | 23,802 | $1.6M |
| Shearwater Capital LLC | 0.95% | Reduce -0.5% | 23,470 | $1.6M |
| Verus Wealth Management, LLC | 1.49% | Reduce -1.5% | 23,339 | $1.6M |
| Squire Investment Management Company, LLC | 0.52% | Add +2.0% | 23,251 | $1.6M |
| &partners | 0.01% | Reduce -2.2% | 23,214 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.67% | Add +11.3% | 22,908 | $1.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +1.6% | 22,799 | $1.6M |
| Curi Capital, LLC | 0.03% | Add +0.2% | 22,559 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +2.3% | 22,460 | $1.5M |
| Rockwood Wealth Management, LLC | 0.12% | No change | 22,331 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +988.0% | 22,131 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.76% | Reduce -3.4% | 22,130 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +2.0% | 21,702 | $1.5M |
| Awm Capital, LLC | 0.13% | Add +0.2% | 21,635 | $1.5M |
| Teachers Insurance & Annuity Association of America | 1.73% | No change | 21,127 | $1.4M |
| LVZ, Inc. | 0.16% | Reduce -20.1% | 20,959 | $1.4M |
| Quantum Financial Advisors, LLC | 0.17% | No change | 20,700 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +19.6% | 20,639 | $1.4M |
| VSM Wealth Advisory, LLC | 0.44% | Add +0.8% | 20,621 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -10.2% | 20,371 | $1.4M |
| Financial Connections Group, Inc. | 0.54% | Reduce -11.8% | 20,340 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.47% | Add +1.4% | 20,015 | $1.4M |
| Mills Wealth Advisors LLC | 0.56% | Add +24.0% | 19,990 | $1.4M |
| Apollon Financial, LLC | 0.22% | No change | 19,585 | $1.3M |
| Elser Financial Planning, Inc | 1.61% | No change | 19,467 | $1.3M |
| Prospect Financial Group LLC | 1.30% | Reduce -4.7% | 19,452 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.9% | 19,422 | $1.3M |
| StrongBox Wealth, LLC | 0.45% | Reduce -48.0% | 19,222 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.1% | 19,200 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.2% | 19,130 | $1.3M |
| Clarity Capital Advisors, LLC | 0.71% | Add +0.2% | 19,052 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.6% | 18,891 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +6.8% | 18,721 | $1.3M |
| Virtue Asset Management LLC | 1.07% | — | 18,657 | $1.3M |
| Naples Global Advisors, LLC | 0.10% | Reduce -0.6% | 18,540 | $1.3M |
| Samalin Investment Counsel, LLC | 0.43% | Reduce -1.5% | 18,167 | $1.2M |
| Stevens Capital Partners | 0.37% | Add +3.2% | 18,132 | $1.2M |
| Axis Wealth Partners, LLC | 0.73% | Add +4.9% | 18,115 | $1.2M |
| Warwick Investment Management, Inc. | 0.22% | Reduce -1.8% | 18,110 | $1.2M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 17,625 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.15% | Add +0.0% | 17,460 | $1.2M |
| JT Stratford LLC | 0.16% | Add +27.6% | 17,431 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | Reduce -8.3% | 17,425 | $1.2M |
| Washington Trust Advisors, Inc. | 0.09% | Add +305.8% | 17,282 | $1.2M |
| CX Institutional | 0.04% | Reduce -11.3% | 17,102 | $1.2M |
| Asset Dedication, LLC | 0.08% | Add +8.3% | 17,022 | $1.2M |
| Cathy Pareto & Associates, Inc. | 0.87% | Add +4.4% | 16,839 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +1.8% | 16,745 | $1.1M |
| Olistico Wealth, LLC | 0.61% | No change | 16,734 | $1.1M |
| L & S Advisors Inc | 0.12% | Add +9.8% | 16,465 | $1.1M |
| Wealth Advisors Northwest LLC | 0.54% | Reduce -13.9% | 16,450 | $1.1M |
| Eagle Strategies LLC | 0.15% | Reduce -1.4% | 16,124 | $1.1M |
| Financial Insights, Inc. | 0.36% | Add +2.0% | 16,021 | $1.1M |
| ARK & TLK Investments, LLC | 0.34% | Reduce -1.4% | 15,798 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | No change | 15,589 | $1.1M |
| Sollinda Capital Management LLC | 0.29% | Add +47.5% | 15,509 | $1.1M |
| Opus Capital Group, LLC | 0.12% | Add +0.2% | 15,269 | $1.0M |
| Ironwood Financial, llc | 0.18% | Reduce -56.9% | 14,986 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.0% | 14,960 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 14,804 | $1.0M |
| Smith, Moore & Co. | 0.08% | Add +5.5% | 14,662 | $1.0M |
| SpringVest Wealth Management LLC | 0.73% | Reduce -0.2% | 14,403 | $986K |
| US Bancorp \de | 0.00% | Add +1.3% | 14,340 | $982K |
| Centaurus Financial, Inc. | 0.05% | Add +5.4% | 14,156 | $969K |
| Verus Financial Partners, Inc. | 0.09% | Add +0.3% | 14,059 | $962K |
| Essex Financial Services, Inc. | 0.06% | Add +1.4% | 13,995 | $958K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -12.7% | 13,748 | $941K |
| Semitam Bonam LLC | 0.83% | Add +1.8% | 13,557 | $928K |
| FMR LLC | 0.00% | Add +17.7% | 13,387 | $916K |
| Total Wealth Planning, LLC | 0.10% | Reduce -0.1% | 13,183 | $903K |
| Websterrogers Financial Advisors, LLC | 0.27% | Add +0.0% | 13,066 | $895K |
| CWS Financial Advisors, LLC | 0.25% | Add +14.6% | 13,052 | $894K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -46.6% | 13,029 | $892K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +11.7% | 12,892 | $883K |
| Werba Rubin Papier Wealth Management | 0.14% | Add +1.6% | 12,797 | $876K |
| Clark Asset Management, LLC | 0.10% | Add +0.1% | 12,777 | $875K |
| Red Lighthouse Investment Management, LLC | 0.30% | No change | 12,521 | $857K |
| South Plains Financial, Inc. | 0.52% | Reduce -35.2% | 12,127 | $830K |
| Wedbush Securities Inc. | 0.03% | New | 12,127 | $830K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -13.9% | 12,092 | $828K |
| IFG Advisors, LLC | 0.13% | Reduce -1.5% | 12,065 | $826K |
| Commerce Bank | 0.00% | Reduce -2.7% | 11,969 | $819K |
| CWA Asset Management Group, LLC | 0.03% | Add +11.5% | 11,912 | $815K |
| Greenspring Advisors, LLC | 0.14% | — | 11,859 | $812K |
| BCO Wealth Management LLC | 0.53% | Add +7.0% | 11,780 | $806K |
| Lido Advisors, LLC | 0.00% | Add +11.8% | 11,722 | $803K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.6% | 11,556 | $791K |
| Betterment LLC | 0.00% | Add +18.1% | 11,547 | $791K |
| Chokshi & Queen Wealth Advisors, Inc | 0.42% | No change | 11,488 | $786K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 11,156 | $771K |
| Cambridge Capital Management, LLC | 0.36% | Add +0.8% | 11,086 | $759K |
| 25 LLC | 0.26% | Reduce -0.3% | 11,057 | $757K |
| Porter White Investment Advisors, Inc. | 0.32% | Reduce -0.4% | 11,054 | $757K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,955 | $750K |
| HM Payson & Co. | 0.01% | Reduce -5.7% | 10,855 | $743K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,792 | $739K |
| Cresset Asset Management, LLC | 0.00% | Add +13.0% | 10,748 | $736K |
| Wingate Wealth Advisors, Inc. | 0.51% | Add +0.5% | 10,698 | $732K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 10,607 | $726K |
| Graver Capital Management, LLC | 0.60% | No change | 10,426 | $714K |
| Goepper Burkhardt LLC | 0.24% | Reduce -1.4% | 10,414 | $713K |
| SJS Investment Consulting Inc. | 0.09% | Reduce -3.7% | 10,125 | $693K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.5% | 10,075 | $690K |
| First American Trust, FSB | 0.05% | Add +0.3% | 9,977 | $683K |
| Jane Street Group, LLC | 0.00% | New | 9,825 | $673K |
| First County Bank | 0.34% | Reduce -28.6% | 9,807 | $671K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -58.1% | 9,688 | $663K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -1.5% | 9,631 | $659K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Add +16.0% | 9,607 | $658K |
| Abacus Wealth Partners, LLC | 0.09% | No change | 9,592 | $657K |
| Measured Wealth Private Client Group, LLC | 0.18% | No change | 9,510 | $651K |
| CRA Financial Services, LLC | 0.09% | Reduce -6.4% | 9,437 | $646K |
| Cladis Investment Advisory, LLC | 0.37% | Add +2.8% | 9,418 | $645K |
| Simplicity Wealth,LLC | 0.04% | Reduce -54.6% | 9,407 | $644K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.5% | 9,350 | $640K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 9,278 | $635K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Reduce -0.6% | 9,201 | $630K |
| Parkside Financial Bank & Trust | 0.05% | No change | 9,190 | $629K |
| Wealthspire Retirement, LLC | 0.04% | Add +20.3% | 9,167 | $628K |
| Watershed Private Wealth LLC | 0.20% | Reduce -0.5% | 9,036 | $619K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -7.7% | 8,991 | $616K |
| Weaver Consulting Group | 0.16% | No change | 8,965 | $614K |
| Evoke Wealth, LLC | 0.01% | No change | 8,952 | $613K |
| Keybank National Association | 0.00% | No change | 8,943 | $612K |
| KM Capital Management Ltd. | 0.28% | Reduce -12.1% | 8,909 | $610K |
| Peavine Capital, LLC | 0.13% | No change | 8,891 | $609K |
| Mullaney, Keating & Wright, Inc. | 0.34% | No change | 8,877 | $608K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.9% | 8,877 | $608K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.3% | 8,810 | $603K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 8,799 | $602K |
| Sowell Financial Services LLC | 0.02% | Add +0.6% | 8,764 | $600K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,670 | $594K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 8,657 | $593K |
| SIMA Wealth Partners, LLC | 0.44% | Add +10.3% | 8,493 | $581K |
| Seamount Financial Group Inc. | 0.27% | Add +3.3% | 8,491 | $581K |
| CreativeOne Wealth, LLC | 0.01% | Add +18.1% | 8,278 | $567K |
| Planwiser Financial, LLC | 0.45% | Add +0.6% | 8,336 | $566K |
| Sincerus Advisory, LLC | 0.48% | Reduce -1.3% | 8,234 | $564K |
| Western Wealth Management, LLC | 0.03% | Add +1.6% | 8,222 | $563K |
| Integrity Alliance, Llc. | 0.03% | Add +4.3% | 8,216 | $563K |
| Compound Planning, Inc. | 0.02% | Reduce -25.8% | 8,128 | $556K |
| Colonial Trust Co / SC | 0.07% | Reduce -3.0% | 7,914 | $542K |
| GWN Securities Inc. | 0.12% | Add +17.2% | 7,824 | $536K |
| Allegiance Financial Group Advisory Services LLC | 0.12% | Add +0.1% | 7,741 | $530K |
| S.A. Mason LLC | 0.23% | Add +0.8% | 7,628 | $522K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -88.5% | 7,606 | $521K |
| Barnes Pettey Financial Advisors, LLC | 0.29% | Add +34.3% | 7,605 | $521K |
| Capital Management Associates, Inc | 0.14% | Reduce -5.5% | 7,514 | $514K |
| Financial Symmetry Inc | 0.23% | Add +0.2% | 7,395 | $506K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -8.9% | 7,373 | $505K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,337 | $502K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +16.1% | 7,224 | $493K |
| Brighton Jones LLC | 0.01% | Add +6.2% | 6,946 | $476K |
| Winebrenner Capital Management LLC | 0.34% | Add +93.4% | 6,897 | $472K |
| Sovereign Investment Advisors, LLC | 0.13% | No change | 6,862 | $470K |
| Stegent Equity Advisors, Inc. | 0.38% | No change | 6,779 | $464K |
| M.E. Allison & Co., Inc. | 0.32% | Add +19.4% | 6,770 | $463K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 6,770 | $463K |
| K2 Financial Inc. | 0.37% | Reduce -0.0% | 6,862 | $463K |
| Advyzon Investment Management, LLC | 0.08% | Add +74.3% | 6,758 | $463K |
| Stone Summit Wealth LLC | 0.13% | No change | 6,737 | $461K |
| MPWM Advisory Solutions, LLC | 0.27% | Add +1.2% | 6,724 | $460K |
| Waverly Advisors, LLC | 0.00% | No change | 6,643 | $455K |
| Bill Few Associates, Inc. | 0.12% | No change | 6,573 | $450K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,572 | $450K |
| Cross Staff Investments Inc | 0.31% | No change | 6,500 | $445K |
| CENTRAL TRUST Co | 0.01% | Add +371.9% | 6,488 | $444K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 6,476 | $443K |
| Diversified Trust Co. | 0.01% | No change | 6,457 | $442K |
| WASHINGTON TRUST Co | 0.01% | Reduce -6.1% | 6,410 | $439K |
| Boyce & Associates Wealth Consulting, Inc. | 0.36% | Reduce -1.6% | 6,401 | $438K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 6,393 | $438K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -6.1% | 6,387 | $437K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 6,343 | $434K |
| Edge Financial Advisors LLC | 0.19% | Add +11.3% | 6,235 | $427K |
| Lynch & Associates | 0.08% | Add +10.1% | 6,216 | $426K |
| MBE Wealth Management, LLC | 0.18% | Reduce -1.7% | 6,102 | $418K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $416K |
| MBM Wealth Consultants, LLC | 0.10% | No change | 6,065 | $415K |
| Sigma Planning Corp | 0.01% | Add +3.7% | 6,056 | $415K |
| NewEdge Wealth, LLC | 0.01% | New | 5,937 | $404K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $398K |
| Smithfield Trust Co | 0.02% | No change | 5,805 | $395K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $395K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.7% | 5,752 | $394K |
| Quarry Hill Advisors, LLC | 0.20% | No change | 5,720 | $392K |
| Versant Capital Management, Inc | 0.05% | No change | 5,704 | $390K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -15.6% | 5,557 | $380K |
| Accredited Investor Services, LLC | 0.26% | No change | 5,555 | $380K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 5,555 | $380K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.7% | 5,528 | $378K |
| Hanover Advisors Inc. | 0.15% | Add +6.1% | 5,527 | $378K |
| Bfsg, LLC | 0.04% | Add +206.0% | 5,496 | $376K |
| Summit Financial, LLC | 0.01% | New | 5,455 | $373K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.1% | 5,421 | $371K |
| Mustard Seed Financial, LLC | 0.24% | Add +1.5% | 5,348 | $366K |
| Ascent Group, LLC | 0.01% | Reduce -2.4% | 5,345 | $366K |
| HB Wealth Management, LLC | 0.00% | No change | 5,344 | $366K |
| XY Planning Network, Inc. | 0.12% | No change | 5,698 | $363K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,302 | $363K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 5,243 | $359K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 5,200 | $356K |
| Cadence Bank | 0.02% | Reduce -0.9% | 5,161 | $353K |
| Private Trust Co. NA | 0.03% | No change | 5,143 | $352K |
| Asset Planning Corporation | 0.16% | No change | 5,069 | $347K |
| Atlas Wealth LLC | 0.15% | Reduce -5.2% | 5,036 | $345K |
| Francis Financial, Inc. | 0.06% | No change | 5,012 | $343K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $342K |
| Disciplined Investments, LLC | 0.14% | No change | 4,978 | $341K |
| Milestone Asset Management Group, LLC | 0.21% | Add +0.1% | 4,975 | $341K |
| Signature Wealth Management Group | 0.13% | Add +0.3% | 4,967 | $340K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +2.8% | 4,892 | $338K |
| Argent Trust Co | 0.01% | Reduce -1.8% | 4,894 | $335K |
| Global Retirement Partners, LLC | 0.01% | Add +39.1% | 4,884 | $334K |
| Tranquility Partners, LLC | 0.11% | Add +0.3% | 4,848 | $332K |
| Meritas Wealth Management, LLC | 0.16% | No change | 4,814 | $330K |
| Two West Capital Advisors LLC | 0.20% | Add +6.3% | 4,706 | $327K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,779 | $327K |
| Arbor Wealth Advisors LLC | 0.24% | No change | 4,765 | $326K |
| Principal Securities, Inc. | 0.01% | Add +361.7% | 4,751 | $325K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +12.8% | 4,734 | $323K |
| Avant Financial Advisors LLC | 0.24% | No change | 4,704 | $322K |
| Independent Financial Group, LLC | 0.01% | Add +0.4% | 4,678 | $320K |
| Cornerstone Advisory, LLC | 0.03% | No change | 4,650 | $318K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -20.0% | 4,640 | $318K |
| SteelPeak Wealth, LLC | 0.01% | No change | 4,631 | $317K |
| Sprinkle Financial Consultants LLC | 0.18% | New | 4,628 | $317K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,583 | $314K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 4,818 | $314K |
| Montis Financial, LLC | 0.07% | Reduce -19.8% | 4,564 | $312K |
| M&T Bank Corp | 0.00% | No change | 4,543 | $311K |
| Citadel Advisors | 0.00% | Reduce -65.4% | 4,533 | $310K |
| Signaturefd, LLC | 0.00% | No change | 4,520 | $309K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.8% | 4,513 | $309K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.3% | 4,500 | $308K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $305K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -20.4% | 4,427 | $303K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -13.3% | 4,425 | $303K |
| SageView Advisory Group, LLC | 0.01% | Add +5.2% | 4,418 | $302K |
| Norden Group LLC | 0.03% | New | 4,413 | $302K |
| Astra Wealth Partners LLC | 0.21% | New | 4,334 | $297K |
| Summit Asset Management, LLC | 0.05% | No change | 4,303 | $295K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,270 | $292K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 4,269 | $292K |
| Novak & Powell Financial Services, Inc. | 0.15% | New | 4,248 | $291K |
| Wick Capital Partners, LLC | 0.07% | Reduce -96.9% | 4,246 | $291K |
| Valued Wealth Advisors LLC | 0.13% | Reduce -8.2% | 4,188 | $287K |
| True Freedom Investing, LLC | 0.10% | New | 4,170 | $285K |
| American Financial Advisors, LLC | 0.04% | Add +0.2% | 4,167 | $285K |
| SVB Wealth LLC | 0.02% | Reduce -36.2% | 4,146 | $284K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 4,065 | $283K |
| Lynx Investment Advisory | 0.17% | New | 4,120 | $282K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $281K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 4,034 | $276K |
| Triad Wealth Partners, LLC | 0.04% | New | 4,028 | $276K |
| Renaissance Technologies | 0.00% | Reduce -80.4% | 4,000 | $274K |
| NorthRock Partners, LLC | 0.00% | Add +0.2% | 3,992 | $273K |
| Ridgewood Investments LLC | 0.11% | Add +0.1% | 3,974 | $272K |
| BOS Asset Management, LLC | 0.08% | Reduce -1.2% | 3,968 | $272K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,945 | $270K |
| Flputnam Investment Management Co. | 0.00% | New | 3,938 | $270K |
| Shore Point Advisors, LLC | 0.11% | New | 3,744 | $256K |
| UMB Bank, n.a. | 0.00% | Reduce -2.0% | 3,743 | $256K |
| North Capital, Inc. | 0.20% | Add +0.3% | 3,729 | $255K |
| Watts Gwilliam & Co., LLC | 0.04% | Add +0.1% | 3,718 | $255K |
| Ellenbecker Investment Group | 0.04% | Add +0.1% | 3,684 | $252K |
| Compass Ion Advisors, LLC | 0.02% | New | 3,680 | $252K |
| Oak Wealth Advisors LLC | 0.14% | No change | 3,643 | $249K |
| VestGen Advisors, LLC | 0.01% | No change | 3,641 | $249K |
| Heritage Wealth Management, Inc. | 0.17% | Add +5.9% | 3,627 | $248K |
| McNamara Financial Services, Inc. | 0.05% | New | 3,604 | $247K |
| Next Level Wealth Planning, LLC | 0.14% | Add +3.4% | 3,587 | $246K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 3,549 | $243K |
| Montz Harcus Wealth Management LLC | 0.11% | Add +0.3% | 3,543 | $243K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $241K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 3,516 | $240K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -30.4% | 3,491 | $239K |
| Oder Investment Management, LLC | 0.17% | New | 3,486 | $239K |
| RAM Investment Partners, LLC | 0.04% | No change | 3,470 | $238K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $237K |
| Family Investment Center, Inc. | 0.05% | No change | 3,448 | $236K |
| Private Management Group Inc. | 0.01% | No change | 3,447 | $236K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $236K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $236K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 3,436 | $235K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $235K |
| Busey Bank | 0.01% | No change | 3,431 | $235K |
| Benningfield Financial Advisors, LLC | 0.18% | Reduce -4.8% | 3,350 | $229K |
| Synergy Investment Management, LLC | 0.09% | New | 3,300 | $226K |
| BSW Wealth Partners | 0.03% | No change | 3,282 | $225K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,282 | $225K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -3.1% | 3,280 | $225K |
| Cambria Investment Management, L.P. | 0.01% | New | 3,255 | $223K |
| Empowered Funds, LLC | 0.00% | New | 3,255 | $223K |
| Wealthfront Advisers LLC | 0.00% | New | 3,225 | $221K |
| Tred Avon Family Wealth, LLC | 0.08% | — | 3,210 | $220K |
| Bison Wealth, LLC | 0.02% | New | 3,173 | $216K |
| Caldwell Trust Co | 0.02% | No change | 3,146 | $215K |
| Mayport, LLC | 0.05% | New | 3,130 | $214K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 3,127 | $214K |
| Infinity Wealth Counsel, LLC | 0.21% | New | 3,118 | $213K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $213K |
| Arista Wealth Management, LLC | 0.03% | New | 3,109 | $213K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 3,075 | $211K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $210K |
| Disciplined Investors, L.L.C. | 0.15% | New | 3,049 | $209K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,026 | $207K |
| FinDec Wealth Services, Inc. | 0.21% | Reduce -16.0% | 3,022 | $207K |
| Absher Wealth Management, LLC | 0.02% | New | 3,007 | $206K |
| Lantz Financial LLC | 0.05% | New | 3,004 | $206K |
| Baker Ellis Asset Management LLC | 0.03% | New | 3,000 | $205K |
| Kathmere Capital Management, LLC | 0.01% | New | 2,978 | $204K |
| Kennebec Savings Bank | 0.18% | Reduce -24.9% | 2,960 | $203K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 2,926 | $200K |
| Robinswood Financial LLC | 0.07% | No change | 2,922 | $200K |
| McIlrath & Eck, LLC | 0.02% | Reduce -40.1% | 2,899 | $198K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $195K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,801 | $192K |
| CVA Family Office, LLC | 0.02% | Reduce -27.8% | 2,737 | $187K |
| Red Tortoise LLC | 0.08% | No change | 2,689 | $184K |
| AE Wealth Management LLC | 0.00% | Add +2.7% | 2,664 | $182K |
| Coston, McIsaac & Partners | 0.04% | Add +0.0% | 2,564 | $175K |
| Assetmark, Inc. | 0.00% | No change | 2,489 | $170K |
| Woodside Wealth Management LLC | 0.13% | No change | 2,433 | $167K |
| Bokf, NA | 0.00% | Reduce -0.7% | 2,378 | $163K |
| Newton One Investments LLC | 0.05% | Add +0.1% | 2,313 | $158K |
| Sawyer & Company, Inc | 0.06% | Add +56.2% | 2,445 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.1% | 2,242 | $153K |
| Redmont Wealth Advisors LLC | 0.21% | Add +41.0% | 2,241 | $153K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $146K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,100 | $144K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -64.0% | 2,078 | $142K |
| True Wealth Design, LLC | 0.04% | No change | 1,977 | $135K |
| Fifth Third Bancorp | 0.00% | Add +11.0% | 1,970 | $135K |
| Grove Bank & Trust | 0.02% | New | 1,965 | $135K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $126K |
| Family Manage LLC | 0.02% | New | 1,772 | $121K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,720 | $118K |
| Aspect Partners, LLC | 0.05% | No change | 1,706 | $117K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,688 | $116K |
| Fairman Group, LLC | 0.09% | Add +0.3% | 1,564 | $107K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $104K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,517 | $104K |
| Cornerstone Planning Group LLC | 0.02% | Add +697.6% | 2,010 | $102K |
| Abound Wealth Management | 0.02% | New | 1,260 | $86K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,250 | $86K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -7.5% | 1,233 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.1% | 1,216 | $83K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +7.5% | 1,211 | $83K |
| Glassy Mountain Advisors, Inc. | 0.02% | New | 1,136 | $78K |
| Hilltop National Bank | 0.02% | No change | 1,109 | $76K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,108 | $76K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,100 | $75K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $73K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,021 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -57.7% | 1,019 | $70K |
| Bridge Generations Wealth Management LLC | 0.05% | No change | 1,015 | $69K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +5.6% | 958 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.2% | 945 | $65K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $63K |
| Lanark Financial, Inc. | 0.00% | No change | 913 | $63K |
| Clark Wealth Partners | 0.04% | New | 842 | $59K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $58K |
| Urban Financial Advisory Corp | 0.03% | No change | 839 | $57K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 781 | $53K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 778 | $53K |
| Running Point Capital Advisors, LLC | 0.01% | Add +19.5% | 755 | $52K |
| First Community Trust NA | 0.04% | No change | 750 | $51K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.1% | 746 | $51K |
| Citigroup Inc. | 0.00% | Add +1096.8% | 742 | $51K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $50K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.3% | 733 | $50K |
| Hantz Financial Services, Inc. | 0.00% | No change | 728 | $50K |
| Quent Capital, LLC | 0.00% | New | 699 | $48K |
| Rialto Wealth Management, LLC | 0.01% | No change | 684 | $47K |
| Chilton Capital Management LLC | 0.00% | No change | 675 | $46K |
| SouthState Bank Corp | 0.00% | Reduce -64.7% | 666 | $46K |
| Tradewinds Capital Management, LLC | 0.01% | Add +38.6% | 610 | $42K |
| Private Wealth Management Group, LLC | 0.01% | No change | 605 | $41K |
| First United Bank & Trust | 0.01% | No change | 585 | $40K |
| Salem Investment Counselors Inc. | 0.00% | Add +16.7% | 510 | $35K |
| Conquis Financial LLC | 0.03% | No change | 438 | $30K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 431 | $30K |
| ORG Partners LLC | 0.00% | No change | 387 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | New | 383 | $26K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 375 | $26K |
| Hughes Financial Services, LLC | 0.00% | Reduce -12.5% | 372 | $25K |
| Howe & Rusling Inc. | 0.00% | No change | 353 | $24K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 343 | $23K |
| Dunhill Financial, LLC | 0.01% | No change | 313 | $21K |
| Independence Bank of Kentucky | 0.00% | New | 300 | $21K |
| City State Bank | 0.01% | Reduce -12.7% | 275 | $19K |
| Operose Advisors LLC | 0.00% | No change | 272 | $19K |
| United Community Bank | 0.01% | New | 270 | $18K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 251 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 247 | $17K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 231 | $16K |
| Kings Path Partners LLC | 0.01% | No change | 213 | $15K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $13K |
| Simplex Trading, LLC | 0.00% | New | 200 | $13K |
| Pineridge Advisors LLC | 0.00% | No change | 164 | $11K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 147 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 128 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 118 | $8K |
| First Horizon Corp. | 0.00% | — | 103 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 101 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 97 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 96 | $7K |
| Truvestments Capital LLC | 0.00% | Reduce -52.5% | 86 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 78 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 63 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 53 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Bangor Savings Bank | 0.00% | No change | 40 | $3K |
| Archer Investment Corp | 0.00% | No change | 15 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 9 | $617 |
| Transce3nd, LLC | 0.00% | Reduce -75.2% | 296 | $0 |
"% 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.