Dimensional US Small Cap ETFDFASETF
13F holders, Q4 2025 (December 31)872holders +87
55new positions
28sold out
2famous investors
$69.69avg. 13F price*
At the end of Q4 2025, 872 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 87 from Q3 2025. 55 opened new positions and 28 sold out. The largest holders were Creative Planning ($1.7B), Northern Trust Corp. ($564.5M) and Bank of America Corp. ($462.0M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $108.9M |
| Exits | 28 | $22.2M |
All 13F filers, Q3 2025 → Q4 2025: 10,234,519 shares bought and 2,186,371 shares sold, net +8,048,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 872 holders
| Creative Planning | 1.24% | Add +9.5% | 24,835,701 | $1.7B |
| Northern Trust Corp. | 0.07% | Add +0.3% | 8,102,950 | $564.5M |
| Bank of America Corp. | 0.03% | Add +0.3% | 6,631,878 | $462.0M |
| Index Fund Advisors, Inc. | 19.11% | Reduce -0.2% | 5,844,597 | $407.2M |
| Focus Partners Wealth | 0.28% | Add +3.4% | 3,517,043 | $245.0M |
| Pure Financial Advisors, LLC | 3.24% | Add +5.4% | 3,104,414 | $216.3M |
| TCI Wealth Advisors, Inc. | 9.82% | Add +4.0% | 2,555,837 | $178.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.2% | 1,552,450 | $108.2M |
| Midwest Trust Co | 1.20% | Add +6.3% | 1,384,944 | $96.5M |
| Root Financial Partners, LLC | 4.88% | Add +39.1% | 1,355,176 | $94.4M |
| Plancorp, LLC | 2.75% | Reduce -1.4% | 1,306,504 | $91.0M |
| Vise Technologies, Inc. | 1.72% | Add +216.8% | 1,257,727 | $87.6M |
| Savant Capital, LLC | 0.47% | Reduce -7.2% | 1,189,294 | $82.9M |
| Premier Financial Group | 21.59% | Add +1.7% | 1,182,919 | $82.8M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 1,166,599 | $81.3M |
| Evanson Asset Management, LLC | 4.37% | Add +1.4% | 1,162,402 | $81.0M |
| Washington Trust Bank | 5.64% | Add +0.5% | 1,154,951 | $80.5M |
| First Command Advisory Services, Inc. | 0.55% | Reduce -1.9% | 1,130,069 | $78.7M |
| Mercer Global Advisors Inc. | 0.12% | Add +17.2% | 1,118,981 | $78.0M |
| Great Waters Wealth Management | 8.04% | Add +12.5% | 1,049,586 | $73.1M |
| Bank of Montreal | 0.03% | Add +4.8% | 1,021,046 | $71.1M |
| Confluence Wealth Services, Inc. | 2.91% | Add +6.5% | 1,006,896 | $70.2M |
| HighTower Advisors, LLC | 0.08% | Add +3.3% | 999,202 | $69.6M |
| Sageworth Trust Co | 2.89% | Add +2.0% | 968,342 | $67.5M |
| Moisand Fitzgerald Tamayo, LLC | 7.61% | Add +1.3% | 966,616 | $67.3M |
| UBS Group AG | 0.01% | Add +5.8% | 919,104 | $64.0M |
| Raymond James Financial Inc. | 0.02% | Add +17.6% | 912,788 | $63.6M |
| LPL Financial LLC | 0.02% | Add +7.2% | 889,001 | $61.9M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Reduce -1.4% | 839,534 | $58.5M |
| Bernicke Wealth Management, Ltd. | 7.44% | — | 830,897 | $57.9M |
| MassMutual Private Wealth & Trust, FSB | 1.36% | Reduce -0.5% | 760,466 | $53.0M |
| DiNuzzo Private Wealth, Inc. | 5.57% | Reduce -0.6% | 735,392 | $51.2M |
| Stordahl Capital Management, Inc. | 10.35% | Reduce -0.0% | 721,406 | $50.3M |
| Brown Advisory Inc. | 0.07% | Reduce -2.3% | 718,936 | $50.1M |
| Chicago Partners Investment Group LLC | 1.23% | Add +2.3% | 667,600 | $49.7M |
| Wealth Management Nebraska | 5.61% | Add +6.8% | 704,276 | $49.1M |
| Mariner, LLC | 0.06% | Add +22.4% | 676,560 | $47.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.2% | 654,144 | $45.6M |
| Three Arch Wealth Management LLC | 8.37% | — | 640,922 | $44.7M |
| DAVENPORT & Co LLC | 0.24% | Add +15.8% | 632,175 | $44.0M |
| Bleakley Financial Group, LLC | 0.75% | Add +1.0% | 618,560 | $43.1M |
| Corient Private Wealth LP | 0.06% | Add +119.6% | 606,555 | $42.3M |
| Cetera Investment Advisers | 0.05% | Add +13.9% | 600,702 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.2% | 587,004 | $40.9M |
| Pathstone Holdings, LLC | 0.16% | Add +15.0% | 577,477 | $40.2M |
| Dixon Fnancial Services, Inc. | 17.35% | Reduce -0.3% | 561,605 | $39.1M |
| Beaird Harris Wealth Management, LLC | 2.66% | Reduce -1.9% | 555,086 | $38.7M |
| Sax Wealth Advisors, LLC | 1.80% | Add +0.9% | 548,487 | $38.2M |
| Cerity Partners LLC | 0.06% | Add +5.0% | 547,569 | $38.1M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -0.4% | 527,514 | $37.1M |
| Modera Wealth Management, LLC | 0.42% | Reduce -2.7% | 518,222 | $36.1M |
| Kwmg, LLC | 2.90% | Add +2.3% | 482,648 | $33.6M |
| Austin Asset Management Co Inc | 5.63% | Reduce -1.1% | 472,914 | $32.9M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 470,710 | $32.8M |
| Phillips Financial Management, LLC | 2.09% | Add +6.4% | 465,214 | $32.4M |
| Richard Young Associates, Ltd. | 24.80% | — | 455,789 | $31.8M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -0.6% | 452,836 | $31.5M |
| Hurlow Wealth Management Group, Inc. | 7.65% | Add +11.5% | 448,766 | $31.3M |
| Heritage Investment Group, Inc. | 4.70% | Reduce -0.7% | 443,051 | $30.9M |
| Heritage Wealth Management, Inc./Texas | 12.91% | Add +2.7% | 427,125 | $29.8M |
| Acorn Creek Capital LLC | 10.64% | Add +1.6% | 425,052 | $29.6M |
| Financial Consulate, Inc. | 4.04% | Add +1.8% | 424,499 | $29.6M |
| Osaic Holdings, Inc. | 0.04% | Add +3.5% | 422,944 | $29.5M |
| DecisionPoint Financial, LLC | 6.37% | Add +4.1% | 415,630 | $29.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.5% | 396,997 | $28.8M |
| Tanager Wealth Management LLP | 2.84% | Add +2.2% | 408,871 | $28.5M |
| Comerica Bank | 0.11% | Reduce -0.6% | 393,518 | $27.4M |
| Divergent Planning, LLC | 6.49% | Add +2.0% | 361,021 | $25.4M |
| Choreo, LLC | 0.32% | Reduce -2.2% | 358,655 | $25.3M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 355,904 | $24.8M |
| Market Street Wealth Management Advisors LLC | 3.82% | Add +1.9% | 352,483 | $24.6M |
| Disciplined Equity Management, Inc. | 12.64% | Add +2.4% | 350,232 | $24.4M |
| Guardian Wealth Management, LLC | 7.48% | — | 338,472 | $23.6M |
| Foster Group, Inc. | 0.70% | Reduce -3.3% | 332,181 | $23.1M |
| Your Advocates Ltd., LLP | 7.50% | Add +1.1% | 329,790 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +14.0% | 329,494 | $23.0M |
| Tillman Hartley LLC | 5.75% | Add +1.6% | 328,739 | $22.9M |
| Arax Advisory Partners | 0.66% | New | 326,465 | $22.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Add +0.4% | 323,700 | $22.6M |
| Farther Finance Advisors, LLC | 0.24% | Add +24.2% | 319,942 | $22.3M |
| Builder Investment Group Inc. | 4.80% | Add +4.8% | 318,809 | $22.2M |
| Stadion Money Management, LLC | 1.79% | Add +42.7% | 317,163 | $22.1M |
| Jackson Thornton Wealth Management, LLC | 2.08% | Reduce -0.2% | 303,603 | $22.0M |
| Planning Center, Inc. | 2.23% | Reduce -6.1% | 313,146 | $21.8M |
| EP Wealth Advisors, LLC | 0.11% | — | 309,315 | $21.5M |
| M Holdings Securities, Inc. | 1.54% | New | 308,858 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.2% | 305,693 | $21.3M |
| Tilson Financial Group, Inc. | 6.51% | Add +3.1% | 303,666 | $21.2M |
| Maseco LLP | 0.91% | Reduce -2.3% | 298,511 | $20.8M |
| Mission Wealth Management, LP | 0.42% | Add +13.9% | 297,096 | $20.7M |
| Timonier Family Office, LTD. | 6.56% | Add +1.6% | 296,472 | $20.7M |
| PCA Investment Advisory Services Inc. | 7.04% | Add +9.8% | 289,187 | $20.1M |
| Forum Private Client Group LLC | 6.85% | Add +2.5% | 288,650 | $20.1M |
| Pinney & Scofield, Inc. | 11.40% | Add +4.2% | 288,343 | $20.1M |
| McNamara Financial Services, Inc. | 3.78% | Add +7836.6% | 286,036 | $19.9M |
| Pillar Financial Advisors, LLC | 11.99% | Add +0.9% | 285,337 | $19.9M |
| AdvisorNet Financial, Inc | 1.06% | Reduce -2.1% | 285,119 | $19.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.89% | Add +3.3% | 281,559 | $19.6M |
| Hill Island Financial LLC | 4.67% | Add +3.1% | 280,214 | $19.5M |
| McLean Asset Management Corp | 3.49% | Reduce -4.0% | 263,163 | $19.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -6.1% | 273,380 | $19.0M |
| Allodium Investment Consultants, LLC | 9.52% | Add +11.2% | 269,525 | $18.8M |
| Parkwoods Wealth Partners, LLC | 5.49% | Add +2.0% | 267,844 | $18.7M |
| Tassel Capital Management, Inc. | 11.21% | Add +6.2% | 265,846 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +58.8% | 265,216 | $18.5M |
| Advisory Alpha, LLC | 0.50% | Add +5.2% | 264,962 | $18.5M |
| Monograph Wealth Advisors, LLC | 1.80% | Add +5.1% | 263,405 | $18.4M |
| Factor Wealth Management LTD | 3.83% | Add +9.3% | 254,358 | $17.7M |
| EnRich Financial Partners LLC | 4.83% | Add +1.6% | 254,109 | $17.7M |
| LRI Investments, LLC | 1.39% | Add +8.6% | 247,036 | $17.2M |
| WPWealth LLP | 2.65% | Add +15.6% | 242,771 | $16.9M |
| New Hampshire Trust | 3.22% | Reduce -5.9% | 237,356 | $16.5M |
| Lutz Financial Services LLC | 1.12% | Add +2.0% | 237,201 | $16.5M |
| Stifel Financial Corp. | 0.01% | Add +14.3% | 233,602 | $16.3M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -6.6% | 229,504 | $16.0M |
| G2 Capital Management, LLC / Oh | 3.82% | Add +3.9% | 227,558 | $15.9M |
| Jones Financial Companies LLLP | 0.01% | Add +27.9% | 221,705 | $15.4M |
| Sentinel Wealth Management, Inc. | 12.78% | Add +0.7% | 221,175 | $15.4M |
| Aspen Capital Management, LLC | 3.81% | Reduce -0.6% | 220,759 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 216,721 | $15.1M |
| Park Avenue Securities LLC | 0.13% | Add +12.9% | 213,918 | $14.9M |
| West Financial Advisors, LLC | 2.49% | Add +3.3% | 212,021 | $14.8M |
| McGlone Suttner Wealth Management, Inc. | 1.96% | Add +3.1% | 209,240 | $14.6M |
| True Link Financial Advisors, LLC | 0.88% | New | 208,580 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.45% | Reduce -21.6% | 203,109 | $14.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.4% | 200,285 | $14.0M |
| Bridgewater Advisors Inc. | 0.86% | Add +2.1% | 176,396 | $13.3M |
| Midwest Heritage Bank, FSB | 4.53% | Add +0.8% | 188,529 | $13.1M |
| Wescott Financial Advisory Group, LLC | 1.13% | Add +3.7% | 186,450 | $13.0M |
| Aire Advisors, LLC | 2.35% | Add +2.3% | 184,639 | $12.9M |
| Spinnaker Investment Group, LLC | 2.32% | Reduce -0.2% | 183,359 | $12.8M |
| Sterling Wealth Management, Inc. | 3.63% | Add +3.1% | 182,708 | $12.7M |
| American Investment Services, Inc. | 2.94% | Add +8.4% | 181,990 | $12.7M |
| Syverson Strege & Co | 2.90% | Reduce -1.2% | 175,826 | $12.2M |
| Modern Wealth Management, LLC | 0.22% | Add +240.3% | 175,246 | $12.2M |
| Pacific Sage Partners, LLC | 1.93% | Add +3.0% | 174,422 | $12.2M |
| Smartleaf Asset Management LLC | 0.46% | Add +278.6% | 172,018 | $12.1M |
| Trinity Financial Advisors LLC | 3.39% | Add +2.4% | 173,752 | $12.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +1403.2% | 173,709 | $12.1M |
| Bannerman Wealth Management Group, LLC | 8.55% | Add +4.7% | 173,048 | $12.1M |
| Invst, LLC | 1.31% | Add +4.9% | 172,883 | $12.0M |
| Summit Wealth Group, LLC | 2.73% | Add +2.6% | 168,102 | $11.7M |
| Cwm, LLC | 0.03% | Reduce -6.7% | 168,041 | $11.7M |
| Burk Holdings LLC | 5.58% | Add +3.3% | 167,771 | $11.7M |
| Mendota Financial Group, LLC | 8.41% | Add +3.3% | 165,954 | $11.6M |
| Allworth Financial LP | 0.05% | Reduce -1.4% | 165,331 | $11.5M |
| Harbour Investments, Inc. | 0.23% | Add +647.0% | 162,106 | $11.3M |
| Conservest Capital Advisors, Inc. | 1.01% | Reduce -1.4% | 160,558 | $11.2M |
| Clear Creek Financial Management, LLC | 0.91% | Add +24.5% | 160,312 | $11.2M |
| One Capital Management, LLC | 0.34% | Reduce -5.4% | 159,919 | $11.1M |
| Morgan Stanley | 0.00% | Reduce -32.0% | 158,429 | $11.0M |
| B&D White Capital Company, LLC | 1.26% | Add +4.0% | 156,385 | $10.9M |
| JGP Wealth Management, LLC | 1.13% | New | 156,074 | $10.9M |
| WorthPointe, LLC | 2.83% | Add +6.1% | 154,694 | $10.8M |
| Daner Wealth Management, LLC | 6.57% | Add +1.1% | 140,535 | $10.7M |
| Pioneer Wealth Management Group | 3.18% | Add +6.4% | 150,163 | $10.5M |
| MML Investors Services, LLC | 0.03% | Add +10.5% | 149,599 | $10.4M |
| Colorado Capital Management, Inc. | 3.90% | Add +1.8% | 148,982 | $10.4M |
| Forum Financial Management, LP | 0.13% | Reduce -3.4% | 148,562 | $10.4M |
| MAI Capital Management | 0.06% | Add +1.4% | 147,991 | $10.3M |
| Envision Financial Planning, LLC | 3.77% | Add +1.9% | 143,062 | $10.0M |
| Dravo Bay LLC | 4.12% | Add +7.3% | 142,178 | $9.9M |
| Granite Harbor Advisors, Inc. | 4.12% | Add +2.9% | 139,979 | $9.8M |
| Efficient Advisors, LLC | 0.56% | Add +13.5% | 138,942 | $9.7M |
| Wealth Management Partners, LLC | 2.75% | Add +248.8% | 138,025 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Add +5.4% | 137,338 | $9.6M |
| CGN Advisors LLC | 0.75% | Reduce -5.8% | 136,525 | $9.5M |
| Earned Wealth Advisors, LLC | 0.67% | Reduce -7.1% | 135,956 | $9.5M |
| Wood Tarver Financial Group, LLC | 2.66% | Add +3.7% | 135,909 | $9.5M |
| Spire Wealth Management | 0.32% | Add +2.9% | 135,829 | $9.5M |
| Webster Bank, N. A. | 0.88% | Add +13.4% | 135,021 | $9.4M |
| First National Bank Sioux Falls | 2.81% | Add +2.8% | 134,762 | $9.4M |
| Gemmer Asset Management LLC | 0.72% | Add +11.0% | 134,462 | $9.4M |
| Axxcess Wealth Management, LLC | 0.17% | Add +426.1% | 134,359 | $9.4M |
| Professional Financial Solutions LLC | 8.73% | — | 133,628 | $9.3M |
| Waterfront Wealth Inc. | 1.76% | Add +0.9% | 124,248 | $9.3M |
| 1900 Wealth Management LLC | 0.59% | Reduce -0.1% | 131,954 | $9.2M |
| VeraBank, N.A. | 1.66% | Add +4.7% | 131,373 | $9.2M |
| SB Capital Management Inc | 3.31% | — | 129,672 | $9.0M |
| GEM Asset Management, LLC | 3.98% | Add +3.3% | 123,882 | $8.9M |
| Ballentine Capital Advisors, Inc | 3.73% | Add +4.5% | 126,970 | $8.8M |
| Vermillion Wealth Management, Inc. | 3.62% | Reduce -3.7% | 126,637 | $8.8M |
| TFO Wealth Partners, LLC | 1.31% | Add +1.4% | 125,304 | $8.7M |
| Cardiff Park Advisors, LLC | 0.72% | Reduce -15.5% | 124,844 | $8.7M |
| CarsonAllaria Wealth Management, Ltd. | 4.29% | Add +0.8% | 124,151 | $8.6M |
| Broadhurst Jeffrey B | 8.93% | — | 123,372 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 121,475 | $8.5M |
| Hardy Reed LLC | 0.60% | Add +4.4% | 121,461 | $8.5M |
| Vestia Personal Wealth Advisors | 4.21% | Add +9.2% | 109,997 | $8.3M |
| Curio Wealth, LLC | 2.93% | Add +9.3% | 115,989 | $8.3M |
| Keb Asset Management, LLC | 1.67% | Add +0.2% | 117,996 | $8.2M |
| First National Trust Co | 0.27% | Reduce -67.4% | 116,419 | $8.1M |
| Cedar Point Capital Partners, LLC | 5.15% | Reduce -3.7% | 115,764 | $8.1M |
| Aspiriant, LLC | 0.23% | Reduce -1.4% | 115,482 | $8.0M |
| Pinnacle Financial Group, LLC / IL | 2.29% | Reduce -0.1% | 113,248 | $7.9M |
| Capital Analysts, LLC | 0.22% | Add +29.2% | 112,511 | $7.8M |
| Larson Financial Group LLC | 0.26% | Reduce -7.3% | 110,869 | $7.7M |
| Yardley Wealth Management LLC | 4.10% | Add +3.1% | 110,606 | $7.7M |
| RFG Advisory, LLC | 0.14% | Add +0.9% | 110,136 | $7.7M |
| Demming Financial Services Corp. | 5.75% | — | 109,863 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.8% | 108,810 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.7% | 107,822 | $7.5M |
| KPP Advisory Services LLC | 1.09% | Add +5.0% | 107,342 | $7.5M |
| Ruggaard & Associates LLC | 2.92% | Reduce -9.5% | 106,458 | $7.4M |
| Claris Advisors, LLC / Mo / | 2.26% | Add +1.7% | 106,207 | $7.4M |
| Cascade Wealth Advisors, Inc | 3.35% | Reduce -1.8% | 98,395 | $7.3M |
| Ruedi Wealth Management, Inc. | 1.89% | Reduce -3.2% | 103,444 | $7.2M |
| Lam Group, Inc. | 4.06% | Reduce -3.2% | 101,898 | $7.1M |
| Aegis Wealth Management LLC | 3.98% | Reduce -8.5% | 101,028 | $7.0M |
| Kelleher Financial Advisors | 1.61% | Add +26.6% | 99,592 | $6.9M |
| JDH Wealth Management, LLC | 4.74% | Reduce -0.5% | 99,321 | $6.9M |
| Visionary Wealth Advisors | 0.31% | Add +2.1% | 98,841 | $6.9M |
| Kooman & Associates | 2.03% | Add +3.0% | 98,309 | $6.8M |
| Altura Wealth Advisors Inc. | 2.92% | Add +9.8% | 97,495 | $6.8M |
| Pinkerton Wealth, LLC | 0.68% | Add +2.6% | 95,894 | $6.7M |
| Navigoe, LLC | 4.12% | Reduce -2.2% | 95,894 | $6.7M |
| Forza Wealth Management, LLC | 2.41% | Add +26.8% | 95,720 | $6.7M |
| JMG Financial Group, Ltd. | 0.19% | Add +1.2% | 94,533 | $6.6M |
| MBA Advisors LLC | 2.65% | Add +10.9% | 94,481 | $6.6M |
| Platform Technology Partners | 1.39% | Add +13.8% | 93,873 | $6.5M |
| Alpha Financial Advisors, LLC | 1.98% | Reduce -2.2% | 93,078 | $6.5M |
| Rf&l Wealth Management, LLC | 3.63% | Reduce -0.1% | 93,068 | $6.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.4% | 93,066 | $6.5M |
| Collective Family Office LLC | 1.49% | Reduce -4.8% | 92,926 | $6.5M |
| Discipline Wealth Solutions, LLC | 1.20% | Add +9.6% | 92,650 | $6.5M |
| Bush Investment Group, LLC | 3.59% | New | 92,130 | $6.4M |
| Parker Financial LLC | 2.56% | Add +0.2% | 90,469 | $6.3M |
| KMT Wealth Management, LLC | 3.37% | No change | 90,461 | $6.3M |
| Andrews, Lucia Wealth Management LLC | 3.72% | Reduce -0.9% | 89,797 | $6.3M |
| AQR Capital Management | 0.00% | Add +7.5% | 89,001 | $6.2M |
| Zhang Financial LLC | 0.23% | Reduce -0.1% | 88,653 | $6.2M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 88,236 | $6.1M |
| BlackRock, Inc. | 0.00% | Add +162.7% | 87,201 | $6.1M |
| CPA Asset Management Group, LLC | 2.06% | Add +8.8% | 84,303 | $5.9M |
| Sageworth Trust Co of South Dakota | 4.68% | Add +17.5% | 82,252 | $5.7M |
| Seneschal Advisors, LLC | 4.08% | Reduce -5.9% | 79,563 | $5.5M |
| Tortoise Investment Management, LLC | 0.48% | Add +0.6% | 78,062 | $5.4M |
| Cordant, Inc. | 2.27% | Add +7.2% | 77,544 | $5.4M |
| SeedSafe Financial LLC | 4.76% | — | 77,208 | $5.4M |
| True Freedom Investing, LLC | 0.36% | Add +1729.5% | 76,289 | $5.3M |
| Bayshore Asset Management, LLC | 2.16% | Add +0.5% | 75,833 | $5.3M |
| Physician Wealth Advisors, Inc. | 0.73% | Add +1.8% | 75,191 | $5.2M |
| Birchcreek Wealth Management, LLC | 2.56% | Add +11.7% | 74,819 | $5.2M |
| Apella Capital, LLC | 0.10% | Add +1.4% | 73,753 | $5.1M |
| Frankly Finances, LLC | 4.87% | — | 73,651 | $5.1M |
| BWM Planning, LLC | 1.37% | Add +0.1% | 73,337 | $5.1M |
| First Financial Group Corp | 4.26% | Reduce -2.9% | 71,909 | $5.0M |
| Hiley Hunt Wealth Management | 2.24% | Add +2.0% | 71,897 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +78.5% | 71,879 | $5.0M |
| Bouchey Financial Group, Ltd. | 0.38% | Reduce -82.0% | 71,854 | $5.0M |
| Napier Financial, LLC | 1.21% | — | 69,684 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +69.7% | 68,916 | $4.8M |
| Altiora Financial Group, LLC | 0.82% | Reduce -0.1% | 68,074 | $4.7M |
| Atlantic Union Bankshares Corp | 0.09% | Add +8.8% | 68,015 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +2.0% | 67,901 | $4.7M |
| Cordgrass Capital Advisors, LLC | 1.13% | Add +4.8% | 67,516 | $4.7M |
| Kondo Wealth Advisors, Inc. | 1.76% | Add +0.1% | 66,092 | $4.6M |
| Grunden Financial Advisory, Inc. | 1.79% | Add +25.5% | 65,786 | $4.6M |
| Meridian Wealth Partners, LLC | 0.63% | Add +18.3% | 65,703 | $4.6M |
| PFG Advisors | 0.22% | Reduce -3.3% | 65,655 | $4.6M |
| FMB Wealth Management | 1.79% | Reduce -0.7% | 64,944 | $4.5M |
| DBK Financial Counsel, LLC | 3.45% | Add +8.9% | 64,557 | $4.5M |
| Investmark Advisory Group LLC | 1.91% | Add +0.7% | 64,279 | $4.5M |
| Tme Financial, Inc. | 3.07% | Add +15.3% | 62,821 | $4.4M |
| Kestra Investment Management, LLC | 0.11% | Add +25.8% | 62,664 | $4.4M |
| Kane Co Wealth Management, Inc. | 3.80% | — | 61,890 | $4.3M |
| Well Done, LLC | 0.64% | Reduce -2.9% | 61,144 | $4.3M |
| Wealthspan Partners, LLC | 1.54% | Reduce -0.9% | 60,701 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 60,012 | $4.2M |
| Mgo One Seven LLC | 0.08% | Add +7.6% | 58,381 | $4.1M |
| TrustWell Financial Advisors, LLC | 3.92% | — | 58,203 | $4.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.49% | — | 57,989 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.7% | 57,785 | $4.0M |
| TruNorth Capital Management, LLC | 0.76% | Add +0.0% | 57,739 | $4.0M |
| 180 Wealth Advisors, LLC | 0.46% | Add +9.6% | 57,469 | $4.0M |
| Greenspring Advisors, LLC | 0.24% | Add +382.6% | 57,226 | $4.0M |
| SC&H Financial Advisors, Inc. | 0.61% | Add +2.2% | 56,928 | $4.0M |
| Strategent Financial, LLC | 2.51% | Add +14.0% | 56,905 | $4.0M |
| Cascade Financial Partners, LLC | 0.40% | No change | 56,526 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +23.9% | 56,334 | $3.9M |
| CLG LLC | 0.97% | Reduce -0.3% | 56,200 | $3.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -51.7% | 55,745 | $3.9M |
| Armor Investment Advisors, LLC | 1.41% | Reduce -29.7% | 54,988 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.05% | New | 54,950 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Add +22.2% | 54,670 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +165.2% | 54,018 | $3.8M |
| Savvy Advisors, Inc. | 0.12% | Add +41.7% | 53,827 | $3.8M |
| Florida Trust Wealth Management Co | 0.10% | Add +16.7% | 53,756 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -4.1% | 53,754 | $3.7M |
| DeLarme Wealth Management, Inc. | 2.66% | — | 53,678 | $3.7M |
| BCM Advisors, LLC | 0.71% | Add +8.8% | 50,084 | $3.7M |
| DiPaolo Financial Group, Inc. | 3.94% | — | 53,108 | $3.7M |
| Physician Wealth Solutions Inc. | 1.56% | No change | 52,865 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.32% | Add +1.9% | 52,696 | $3.7M |
| First Western Trust Bank | 0.18% | Reduce -6.8% | 51,975 | $3.6M |
| Investment Advisory Group, LLC | 0.92% | Add +0.4% | 51,552 | $3.6M |
| Enzi Wealth | 1.25% | Reduce -70.5% | 47,996 | $3.5M |
| Fischer Investment Strategies, LLC | 2.06% | New | 50,779 | $3.5M |
| Adelphi Trust Co | 2.87% | — | 50,398 | $3.5M |
| MCF Advisors LLC | 0.19% | New | 50,232 | $3.5M |
| Blue Trust, Inc. | 0.04% | Add +1.5% | 49,975 | $3.5M |
| TCP Asset Management, LLC | 0.59% | Add +2.5% | 49,865 | $3.5M |
| Colony Family Offices, LLC | 0.86% | Add +20.9% | 49,646 | $3.5M |
| Maryland Capital Advisors Inc. | 1.17% | Add +9.9% | 49,616 | $3.5M |
| HTG Investment Advisors, Inc. | 1.06% | Add +4.7% | 49,562 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | Add +4.1% | 48,495 | $3.4M |
| Blume Capital Management, Inc. | 0.62% | Reduce -0.2% | 48,099 | $3.4M |
| Harbour Wealth Management Group, Inc. | 2.62% | — | 48,080 | $3.3M |
| TAGStone Capital, Inc. | 1.25% | Add +0.2% | 48,000 | $3.3M |
| Cambridge Financial Group, LLC | 1.15% | Add +11.1% | 49,713 | $3.3M |
| Drucker Wealth 3.0, LLC | 0.58% | Add +2.9% | 47,082 | $3.3M |
| Strategic Investment Solutions, Inc. | 0.79% | Reduce -3.8% | 47,065 | $3.3M |
| Jacobi Capital Management LLC | 0.19% | Add +11.2% | 46,967 | $3.3M |
| Freedom Investment Management, Inc. | 0.94% | Reduce -0.5% | 46,549 | $3.2M |
| Aspen Wealth Management LLC | 0.67% | Reduce -0.7% | 45,969 | $3.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.18% | No change | 44,934 | $3.1M |
| Hartmann Taylor Wealth Management, LLC | 2.10% | Add +12.8% | 44,706 | $3.1M |
| Belleair Asset Management, LLC | 2.95% | — | 44,446 | $3.1M |
| Dopkins Wealth Management, LLC | 1.26% | Add +0.2% | 44,237 | $3.1M |
| Generations Wealth, LLC | 3.14% | — | 44,072 | $3.1M |
| Mather Group, Llc. | 0.03% | Reduce -1.1% | 43,886 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.3% | 43,813 | $3.1M |
| Mason & Associates Inc | 0.57% | Reduce -8.0% | 43,739 | $3.0M |
| Legacy Financial Group, Inc. | 0.80% | Add +3.0% | 43,611 | $3.0M |
| DWR Wealth Management, LLC | 2.79% | — | 42,772 | $3.0M |
| Pettinga Financial Advisors LLC | 0.56% | Reduce -13.7% | 42,481 | $3.0M |
| Lauer Wealth, LLC | 2.23% | Add +1.9% | 40,413 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +22.3% | 42,232 | $2.9M |
| Narus Financial Partners, LLC | 0.80% | Reduce -1.5% | 41,922 | $2.9M |
| Aurelius Family Office LLC | 1.25% | Reduce -4.5% | 40,717 | $2.9M |
| Vantage Point Financial LLC | 1.02% | Reduce -6.8% | 40,778 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +55.2% | 40,444 | $2.8M |
| Morris Financial Concepts, Inc. | 0.99% | Add +6.2% | 40,446 | $2.8M |
| Sachem Hill LLC | 0.55% | Reduce -1.4% | 40,396 | $2.8M |
| RS Crum Inc. | 0.56% | Reduce -0.3% | 40,157 | $2.8M |
| FineMark National Bank & Trust | 0.09% | Add +11.7% | 39,837 | $2.8M |
| Strathmore Capital Advisors, Inc. | 0.91% | Reduce -3.0% | 39,752 | $2.8M |
| Cloud Capital Management, LLC | 1.29% | Add +0.5% | 39,174 | $2.7M |
| SMI Advisory Services, LLC | 0.47% | New | 36,970 | $2.7M |
| HUB Investment Partners, LLC | 0.07% | Reduce -11.5% | 38,408 | $2.7M |
| Great Point Wealth Advisors, LLC | 0.49% | Reduce -0.6% | 38,205 | $2.7M |
| Capstone Wealth Management, LLC | 1.93% | No change | 37,917 | $2.6M |
| FLC Capital Advisors | 0.49% | Reduce -72.6% | 37,748 | $2.6M |
| Resonant Capital Advisors, LLC | 0.14% | Reduce -3.1% | 37,239 | $2.6M |
| M Wealth Management, LLC | 2.23% | Reduce -1.3% | 36,739 | $2.6M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.2% | 36,463 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.62% | Reduce -50.6% | 36,357 | $2.5M |
| Pacific Asset Management, LLC | 1.51% | Add +0.5% | 36,100 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 35,433 | $2.5M |
| Baker Boyer National Bank | 0.74% | Add +0.2% | 35,185 | $2.5M |
| Ade, LLC | 1.19% | Add +26.6% | 35,137 | $2.4M |
| Oakmont Advisory Group, LLC | 2.58% | — | 34,747 | $2.4M |
| Stewardship Concepts Financial Services LLC | 2.04% | — | 34,691 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -2.0% | 34,235 | $2.4M |
| Johnson Wealth Management, LLC | 1.18% | Reduce -2.2% | 33,970 | $2.4M |
| WCG Wealth Advisors LLC | 0.07% | Add +5.5% | 33,910 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.5% | 33,825 | $2.4M |
| Cypress Wealth Services, LLC | 0.33% | Add +14.6% | 33,804 | $2.4M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -0.2% | 33,688 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -2.1% | 33,660 | $2.3M |
| Walter & Keenan Wealth Management LLC /in/ | 0.63% | Add +0.1% | 33,485 | $2.3M |
| Financial Planning Navigators CORP | 1.06% | — | 33,219 | $2.3M |
| Sutton Place Investors LLC | 1.25% | Add +3.4% | 32,714 | $2.3M |
| AG Asset Advisory, LLC | 1.88% | Add +26.2% | 31,550 | $2.2M |
| Concord Wealth Partners | 0.28% | Reduce -0.3% | 31,492 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +16.4% | 31,320 | $2.2M |
| Sei Investments Co. | 0.00% | Add +8.8% | 31,219 | $2.2M |
| Ariadne Wealth Management, LP | 0.90% | Reduce -2.1% | 28,996 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.10% | Add +572.4% | 31,120 | $2.2M |
| Trace Wealth Advisors, LLC | 1.56% | Reduce -12.8% | 30,924 | $2.2M |
| Powers Advisory Group, LLC | 0.80% | Add +7.8% | 30,419 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Reduce -3.9% | 30,107 | $2.1M |
| Optimus Capital Advisors, LLC | 1.19% | — | 29,274 | $2.0M |
| Mayfair Advisory Group, LLC | 0.79% | Reduce -9.4% | 28,850 | $2.0M |
| J. R. Prunier Capital Management LLC | 0.84% | — | 29,076 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +1.2% | 28,916 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.26% | New | 28,463 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.37% | No change | 28,004 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +23.7% | 27,777 | $1.9M |
| Five Oceans Advisors | 0.68% | Reduce -7.3% | 27,657 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.31% | Reduce -0.9% | 27,404 | $1.9M |
| WESCAP Management Group, Inc. | 0.38% | Add +3.4% | 26,846 | $1.9M |
| Elevation Wealth Partners, LLC | 0.66% | Reduce -4.7% | 26,829 | $1.9M |
| Olistico Wealth, LLC | 0.91% | Add +60.1% | 26,799 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +9.1% | 26,491 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.39% | Reduce -0.9% | 26,232 | $1.8M |
| Tudor Investment Corporation | 0.01% | New | 26,193 | $1.8M |
| Triumph Capital Management | 0.39% | New | 26,009 | $1.8M |
| Petersen Hastings Wealth Advisors Inc. | 0.17% | — | 25,980 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Add +2.6% | 25,845 | $1.8M |
| Embree Financial Group | 0.22% | Reduce -21.7% | 25,785 | $1.8M |
| Oarsman Capital, Inc. | 0.23% | Reduce -11.0% | 25,769 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Add +6.2% | 25,743 | $1.8M |
| Fca Corp. | 0.50% | Reduce -1.2% | 25,494 | $1.8M |
| Linscomb Wealth, Inc. | 0.07% | Add +3.3% | 25,211 | $1.8M |
| AlphaCore Capital LLC | 0.04% | Add +0.0% | 25,155 | $1.8M |
| Mills Wealth Advisors LLC | 0.69% | Add +25.5% | 25,088 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.9% | 24,482 | $1.7M |
| Quad-Cities Investment Group, LLC | 0.69% | Add +5.5% | 24,166 | $1.7M |
| LVZ, Inc. | 0.19% | Add +14.8% | 24,064 | $1.7M |
| Westmount Partners, LLC | 0.42% | Reduce -4.2% | 23,906 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 23,822 | $1.7M |
| Shearwater Capital LLC | 0.94% | Add +0.0% | 23,472 | $1.6M |
| Retirement Guys Formula LLC | 0.74% | Reduce -2.7% | 23,439 | $1.6M |
| VSM Wealth Advisory, LLC | 0.49% | Add +13.0% | 23,298 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.18% | Add +222.0% | 23,263 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.3% | 23,123 | $1.6M |
| Squire Investment Management Company, LLC | 0.48% | Reduce -1.5% | 22,906 | $1.6M |
| WMS Group LLC | 2.02% | — | 22,822 | $1.6M |
| Moody National Bank Trust Division | 0.15% | Reduce -46.9% | 22,811 | $1.6M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.48% | — | 22,685 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 22,381 | $1.6M |
| Rockwood Wealth Management, LLC | 0.12% | No change | 22,331 | $1.6M |
| &partners | 0.01% | Reduce -4.3% | 22,224 | $1.5M |
| IFP Advisors, Inc | 0.03% | No change | 22,131 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.75% | Reduce -0.2% | 22,080 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -14.2% | 21,227 | $1.5M |
| Awm Capital, LLC | 0.13% | Reduce -1.9% | 21,219 | $1.5M |
| Curi Capital, LLC | 0.03% | Reduce -6.2% | 21,157 | $1.5M |
| Teachers Insurance & Annuity Association of America | 1.73% | No change | 21,127 | $1.5M |
| Sollinda Capital Management LLC | 0.37% | Add +35.5% | 21,011 | $1.5M |
| Verus Wealth Management, LLC | 1.36% | Reduce -10.2% | 20,950 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.1% | 20,794 | $1.4M |
| Quantum Financial Advisors, LLC | 0.16% | Reduce -0.1% | 20,685 | $1.4M |
| Goepper Burkhardt LLC | 0.46% | Add +94.2% | 20,220 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.46% | Reduce -0.6% | 19,901 | $1.4M |
| Apollon Financial, LLC | 0.20% | Add +0.4% | 19,663 | $1.4M |
| Elser Financial Planning, Inc | 0.98% | No change | 19,467 | $1.4M |
| JT Stratford LLC | 0.17% | Add +11.2% | 19,380 | $1.4M |
| Samalin Investment Counsel, LLC | 0.48% | Add +6.4% | 19,336 | $1.3M |
| Prospect Financial Group LLC | 1.24% | Reduce -1.7% | 19,119 | $1.3M |
| Clarity Capital Advisors, LLC | 0.67% | Add +0.2% | 19,098 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 19,085 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Add +34.2% | 18,997 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.19% | Reduce -56.0% | 18,992 | $1.3M |
| Bullock Wealth Management Group | 0.64% | — | 18,764 | $1.3M |
| Virtue Asset Management LLC | 1.06% | No change | 18,657 | $1.3M |
| Donalies Financial Planning, LLC | 1.10% | — | 18,530 | $1.3M |
| Naples Global Advisors, LLC | 0.10% | Reduce -0.1% | 18,529 | $1.3M |
| Stevens Capital Partners | 0.33% | Add +1.2% | 18,354 | $1.3M |
| Axis Wealth Partners, LLC | 0.71% | Add +1.2% | 18,326 | $1.3M |
| Financial Connections Group, Inc. | 0.44% | Reduce -10.3% | 18,250 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | New | 17,001 | $1.3M |
| Warwick Investment Management, Inc. | 0.19% | Add +0.2% | 18,153 | $1.3M |
| E6 Portfolios, LLC | 1.42% | — | 17,881 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.0% | 17,766 | $1.2M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 17,625 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.36% | Add +1.0% | 17,607 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +0.0% | 17,463 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +4.0% | 17,419 | $1.2M |
| Eagle Strategies LLC | 0.15% | Add +7.7% | 17,359 | $1.2M |
| IFG Advisory, LLC | 0.05% | Reduce -8.4% | 17,140 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +106.0% | 17,052 | $1.2M |
| Clark Asset Management, LLC | 0.12% | Add +33.2% | 17,022 | $1.2M |
| Washington Trust Advisors, Inc. | 0.09% | Reduce -1.6% | 17,011 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +13.5% | 16,796 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -1.4% | 16,787 | $1.2M |
| Cathy Pareto & Associates, Inc. | 0.80% | Reduce -1.4% | 16,610 | $1.2M |
| XY Planning Network, Inc. | 0.20% | Add +189.2% | 16,477 | $1.1M |
| Wealth Advisors Northwest LLC | 0.51% | Add +0.0% | 16,452 | $1.1M |
| Smith, Moore & Co. | 0.08% | Add +9.6% | 16,065 | $1.1M |
| L & S Advisors Inc | 0.11% | Reduce -2.6% | 16,036 | $1.1M |
| Financial Insights, Inc. | 0.37% | Add +0.0% | 16,022 | $1.1M |
| Ironwood Financial, llc | 0.19% | No change | 14,986 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | No change | 15,589 | $1.1M |
| CX Institutional | 0.03% | Reduce -9.2% | 15,527 | $1.1M |
| SpringVest Wealth Management LLC | 0.75% | Add +7.4% | 15,475 | $1.1M |
| ARK & TLK Investments, LLC | 0.30% | Reduce -2.5% | 15,404 | $1.1M |
| Opus Capital Group, LLC | 0.12% | Add +0.2% | 15,295 | $1.1M |
| BIP Wealth, LLC | 0.04% | New | 15,127 | $1.1M |
| Semitam Bonam LLC | 0.88% | Add +11.3% | 15,084 | $1.1M |
| Verus Financial Partners, Inc. | 0.10% | Add +0.3% | 14,098 | $1.0M |
| marrick wealth, LLC | 0.85% | — | 14,845 | $1.0M |
| Natixis Advisors, LLC | 0.00% | New | 14,635 | $1.0M |
| John A. Wolfe & Associates, Inc. | 0.55% | — | 14,633 | $1.0M |
| StrongBox Wealth, LLC | 0.33% | Reduce -24.8% | 14,447 | $1.0M |
| US Bancorp \de | 0.00% | Add +0.2% | 14,374 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.6% | 14,117 | $984K |
| Integrity Alliance, Llc. | 0.04% | Add +71.0% | 14,049 | $979K |
| SIMA Wealth Partners, LLC | 0.74% | Add +65.0% | 14,017 | $977K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -50.0% | 13,970 | $973K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +115.5% | 13,956 | $972K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.0% | 13,753 | $958K |
| Coldstream Capital Management Inc. | 0.01% | Add +13.3% | 13,704 | $955K |
| CWS Financial Advisors, LLC | 0.26% | Add +3.9% | 13,566 | $945K |
| Wedbush Securities Inc. | 0.03% | Add +11.2% | 13,483 | $939K |
| Werba Rubin Papier Wealth Management | 0.25% | Add +2.9% | 13,171 | $918K |
| FMR LLC | 0.00% | Reduce -2.2% | 13,093 | $912K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.1% | 13,041 | $909K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.2% | 12,921 | $900K |
| Northwest Wealth Advisors, LLC | 0.70% | — | 12,909 | $899K |
| Smith Partners Wealth Management, LLC | 0.81% | — | 12,703 | $885K |
| Red Lighthouse Investment Management, LLC | 0.31% | No change | 12,521 | $872K |
| Two Sigma Investments, LP | 0.00% | Reduce -78.4% | 12,400 | $864K |
| Western Wealth Management, LLC | 0.04% | Add +48.0% | 12,166 | $848K |
| South Plains Financial, Inc. | 0.50% | No change | 12,127 | $845K |
| Commerce Bank | 0.00% | Add +1.0% | 12,091 | $842K |
| IFG Advisors, LLC | 0.14% | Add +0.2% | 12,090 | $842K |
| Betterment LLC | 0.00% | Add +4.0% | 12,010 | $837K |
| Cypress Financial Planning LLC | 0.23% | New | 12,006 | $836K |
| Websterrogers Financial Advisors, LLC | 0.24% | Reduce -8.3% | 11,981 | $835K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -1.1% | 11,781 | $821K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +24.4% | 11,627 | $810K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 11,156 | $809K |
| Cambridge Capital Management, LLC | 0.36% | Add +4.3% | 11,566 | $806K |
| Lido Advisors, LLC | 0.00% | Reduce -0.4% | 11,672 | $805K |
| Global Retirement Partners, LLC | 0.01% | Add +136.4% | 11,544 | $804K |
| Summit Financial, LLC | 0.01% | Add +111.5% | 11,536 | $804K |
| Chokshi & Queen Wealth Advisors, Inc | 0.42% | No change | 11,488 | $800K |
| BCO Wealth Management LLC | 0.49% | Reduce -2.6% | 11,468 | $799K |
| 25 LLC | 0.24% | Add +0.2% | 11,078 | $772K |
| Porter White Investment Advisors, Inc. | 0.32% | No change | 11,054 | $770K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,955 | $763K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +48.1% | 10,919 | $761K |
| HM Payson & Co. | 0.01% | No change | 10,855 | $756K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,823 | $754K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,748 | $749K |
| Wingate Wealth Advisors, Inc. | 0.42% | Add +0.3% | 10,727 | $747K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 10,607 | $739K |
| Keating Financial Advisory Services, Inc. | 0.10% | — | 10,251 | $714K |
| Essex Financial Services, Inc. | 0.04% | Reduce -27.2% | 10,189 | $710K |
| Cladis Investment Advisory, LLC | 0.39% | Add +7.6% | 10,130 | $706K |
| Graver Capital Management, LLC | 0.55% | Reduce -3.9% | 10,020 | $698K |
| First American Trust, FSB | 0.05% | Add +0.3% | 10,006 | $697K |
| SJS Investment Consulting Inc. | 0.09% | Reduce -3.0% | 9,825 | $685K |
| FourThought Financial Partners, LLC | 0.06% | New | 9,803 | $683K |
| Compound Planning, Inc. | 0.02% | Add +20.1% | 9,761 | $680K |
| Simplicity Wealth,LLC | 0.04% | Add +2.4% | 9,633 | $671K |
| First County Bank | 0.35% | Reduce -2.4% | 9,573 | $667K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -1.0% | 9,531 | $664K |
| CRA Financial Services, LLC | 0.09% | No change | 9,437 | $657K |
| Measured Wealth Private Client Group, LLC | 0.17% | Reduce -0.9% | 9,421 | $656K |
| GWN Securities Inc. | 0.13% | Add +20.4% | 9,418 | $656K |
| Planwiser Financial, LLC | 0.49% | Add +4.1% | 8,680 | $654K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.4% | 9,300 | $648K |
| Kavar Capital Partners Group, LLC | 0.09% | No change | 9,278 | $646K |
| Smith Chas P & Associates Pa Cpas | 0.03% | New | 9,260 | $645K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -5.2% | 9,188 | $640K |
| Barnes Pettey Financial Advisors, LLC | 0.32% | Add +20.2% | 9,144 | $637K |
| M.E. Allison & Co., Inc. | 0.43% | Add +34.3% | 9,095 | $634K |
| Watershed Private Wealth LLC | 0.19% | Reduce -0.3% | 9,007 | $628K |
| Weaver Consulting Group | 0.15% | No change | 8,965 | $625K |
| Evoke Wealth, LLC | 0.01% | No change | 8,952 | $624K |
| Keybank National Association | 0.00% | No change | 8,943 | $623K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -11.3% | 8,939 | $623K |
| Seamount Financial Group Inc. | 0.28% | Add +5.1% | 8,927 | $622K |
| Jane Street Group, LLC | 0.00% | Reduce -9.3% | 8,912 | $621K |
| Professional Financial Advisors, LLC | 0.13% | Add +1.1% | 8,909 | $621K |
| Peavine Capital, LLC | 0.13% | No change | 8,891 | $619K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -7.5% | 8,883 | $619K |
| Mullaney, Keating & Wright, Inc. | 0.33% | No change | 8,877 | $618K |
| Empower Advisory Group, LLC | 0.00% | Add +34.5% | 8,842 | $616K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 8,799 | $613K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.9% | 8,798 | $613K |
| Sowell Financial Services LLC | 0.02% | Add +0.2% | 8,782 | $612K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,670 | $604K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -6.9% | 8,560 | $596K |
| Financial Symmetry Inc | 0.24% | Add +15.4% | 8,531 | $594K |
| KM Capital Management Ltd. | 0.30% | Reduce -5.5% | 8,422 | $587K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -12.3% | 8,415 | $586K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -8.7% | 8,404 | $586K |
| Sincerus Advisory, LLC | 0.47% | Add +1.5% | 8,356 | $582K |
| Forteris Wealth Management Inc. | 0.57% | — | 8,348 | $582K |
| Lynch & Associates | 0.11% | Add +29.9% | 8,073 | $562K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +97.9% | 8,046 | $561K |
| Colonial Trust Co / SC | 0.07% | Add +1.3% | 8,020 | $559K |
| Sensenig Capital Advisors, Inc | 0.56% | — | 7,966 | $555K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.8% | 7,746 | $540K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | Reduce -0.4% | 7,712 | $537K |
| S.A. Mason LLC | 0.21% | Reduce -2.3% | 7,455 | $519K |
| Asset Advisory Group, Inc. | 0.26% | — | 7,419 | $517K |
| Capital Management Associates, Inc | 0.11% | Reduce -1.9% | 7,374 | $514K |
| Winebrenner Capital Management LLC | 0.34% | Add +6.0% | 7,308 | $509K |
| Prism Planning Partners LLC | 0.57% | — | 7,294 | $508K |
| Waverly Advisors, LLC | 0.00% | Add +8.1% | 7,182 | $500K |
| 1015 Capital Partners, LLC | 0.48% | — | 7,084 | $494K |
| Aznar Financial Advisors, LLC | 0.47% | — | 6,987 | $487K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +46.3% | 6,924 | $482K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.7% | 6,785 | $473K |
| K2 Financial Inc. | 0.37% | Reduce -5.5% | 6,488 | $473K |
| Stegent Equity Advisors, Inc. | 0.37% | No change | 6,779 | $472K |
| Vigil Wealth Management, LLC | 0.39% | — | 6,763 | $471K |
| Advyzon Investment Management, LLC | 0.05% | No change | 6,758 | $471K |
| MPWM Advisory Solutions, LLC | 0.26% | Add +0.3% | 6,747 | $470K |
| Stone Summit Wealth LLC | 0.13% | No change | 6,737 | $469K |
| NewEdge Wealth, LLC | 0.01% | Add +12.9% | 6,702 | $467K |
| Vistica Wealth Advisors, LLC | 0.46% | — | 6,677 | $465K |
| Bill Few Associates, Inc. | 0.11% | No change | 6,573 | $458K |
| Approach Retirement Advisors, LLC | 0.39% | — | 6,554 | $457K |
| Cross Staff Investments Inc | 0.25% | No change | 6,500 | $453K |
| CENTRAL TRUST Co | 0.01% | No change | 6,488 | $452K |
| Diversified Trust Co. | 0.01% | No change | 6,457 | $450K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,410 | $447K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 6,393 | $445K |
| Boyce & Associates Wealth Consulting, Inc. | 0.37% | Reduce -0.5% | 6,372 | $444K |
| Private Trust Co. NA | 0.04% | Add +23.3% | 6,343 | $442K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 6,343 | $442K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -31.2% | 6,305 | $439K |
| Edge Financial Advisors LLC | 0.18% | Add +0.3% | 6,253 | $436K |
| MBE Wealth Management, LLC | 0.18% | Add +1.9% | 6,220 | $433K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -3.0% | 6,192 | $431K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +17.1% | 6,140 | $428K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $423K |
| MBM Wealth Consultants, LLC | 0.10% | No change | 6,065 | $423K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.6% | 6,046 | $421K |
| Boyum Wealth Architects LLC | 0.19% | New | 5,595 | $417K |
| Bfsg, LLC | 0.04% | Add +8.2% | 5,946 | $414K |
| Joel Isaacson & Co., LLC | 0.01% | Add +7.0% | 5,945 | $414K |
| Smithfield Trust Co | 0.02% | Add +2.6% | 5,955 | $414K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | New | 5,401 | $412K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.0% | 30,059 | $411K |
| BDFS Capital LLC | 0.21% | — | 5,897 | $411K |
| Eq Wealth Advisors, LLC | 0.24% | New | 5,872 | $409K |
| HB Wealth Management, LLC | 0.00% | Add +9.8% | 5,868 | $409K |
| Coston, McIsaac & Partners | 0.09% | Add +127.7% | 5,837 | $405K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $405K |
| Principal Securities, Inc. | 0.01% | Add +21.8% | 5,788 | $403K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $402K |
| Versant Capital Management, Inc | 0.05% | No change | 5,704 | $397K |
| Hanover Advisors Inc. | 0.15% | Add +1.1% | 5,587 | $389K |
| Accredited Investor Services, LLC | 0.26% | No change | 5,555 | $387K |
| Sovereign Investment Advisors, LLC | 0.10% | Reduce -19.2% | 5,546 | $386K |
| W1M Asset Management Ltd | 0.00% | New | 5,467 | $381K |
| Global Trust Wealth Management LLC | 0.28% | — | 5,431 | $378K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +3.4% | 5,375 | $374K |
| Ascent Group, LLC | 0.01% | No change | 5,345 | $372K |
| Parallel Advisors, LLC | 0.01% | Reduce -7.2% | 5,339 | $372K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,302 | $369K |
| Opulen Financial Group LLC | 0.27% | New | 5,299 | $369K |
| Mustard Seed Financial, LLC | 0.23% | Reduce -1.1% | 5,287 | $368K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +6.5% | 5,209 | $363K |
| Cadence Bank | 0.02% | No change | 5,161 | $360K |
| Legacy Advisors, LLC | 0.04% | New | 5,138 | $358K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +9.9% | 5,100 | $355K |
| Financial Security Advisor, Inc. | 0.07% | New | 5,047 | $352K |
| Atlas Wealth LLC | 0.14% | No change | 5,036 | $351K |
| Francis Financial, Inc. | 0.07% | No change | 5,012 | $349K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $348K |
| Milestone Asset Management Group, LLC | 0.20% | Reduce -0.2% | 4,967 | $346K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -10.8% | 4,954 | $345K |
| Disciplined Investments, LLC | 0.13% | Reduce -1.8% | 4,890 | $341K |
| M&T Bank Corp | 0.00% | Add +7.2% | 4,868 | $339K |
| Tranquility Partners, LLC | 0.12% | Add +0.1% | 4,854 | $338K |
| Signature Wealth Management Group | 0.14% | Reduce -2.3% | 4,853 | $338K |
| Meritas Wealth Management, LLC | 0.16% | No change | 4,814 | $335K |
| Arbor Wealth Advisors LLC | 0.24% | No change | 4,765 | $332K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -30.0% | 4,740 | $330K |
| Montis Financial, LLC | 0.07% | Add +3.7% | 4,734 | $330K |
| Avant Financial Advisors LLC | 0.24% | No change | 4,704 | $328K |
| Cornerstone Advisory, LLC | 0.03% | No change | 4,650 | $324K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | — | 4,618 | $322K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.3% | 4,616 | $322K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,583 | $319K |
| Two West Capital Advisors LLC | 0.18% | Reduce -3.0% | 4,567 | $318K |
| Argent Trust Co | 0.01% | Reduce -6.7% | 4,565 | $318K |
| NorthRock Partners, LLC | 0.01% | Add +13.8% | 4,541 | $316K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $310K |
| Prudent Man Investment Management, Inc. | 0.10% | Reduce -7.8% | 4,444 | $310K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -7.2% | 4,434 | $309K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,425 | $308K |
| Richards, Merrill & Peterson, Inc. | 0.12% | New | 4,423 | $308K |
| Norden Group LLC | 0.03% | Add +0.1% | 4,419 | $308K |
| Sigma Planning Corp | 0.01% | Add +8.6% | 6,577 | $305K |
| Empowered Funds, LLC | 0.01% | Add +32.8% | 4,321 | $301K |
| Summit Asset Management, LLC | 0.04% | No change | 4,303 | $300K |
| Summit Wealth Partners, LLC | 0.06% | No change | 4,270 | $297K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 4,269 | $297K |
| UMB Bank, n.a. | 0.00% | Add +14.1% | 4,269 | $297K |
| Wick Capital Partners, LLC | 0.05% | No change | 4,246 | $296K |
| Valued Wealth Advisors LLC | 0.13% | No change | 4,188 | $292K |
| American Financial Advisors, LLC | 0.04% | Add +0.2% | 4,175 | $291K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 4,152 | $289K |
| Walleye Partners, LLC | 0.32% | — | 4,134 | $288K |
| Lynx Investment Advisory | 0.16% | Add +0.2% | 4,129 | $288K |
| Old Peak Finance LLC | 0.18% | — | 4,119 | $287K |
| Capital Investment Management, Inc. | 0.10% | — | 4,103 | $286K |
| Next Level Wealth Planning, LLC | 0.15% | Add +14.3% | 4,100 | $286K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $286K |
| Towneley Capital Management, Inc / DE | 0.06% | Reduce -10.2% | 4,043 | $282K |
| Silver Oak Advisory Group, Inc. | 0.13% | No change | 4,034 | $281K |
| Franklin Resources Inc. | 0.00% | Add +31.9% | 3,990 | $278K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -10.1% | 3,979 | $277K |
| BOS Asset Management, LLC | 0.07% | Add +0.0% | 3,969 | $277K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,945 | $275K |
| Shore Point Advisors, LLC | 0.11% | Add +3.5% | 3,875 | $270K |
| McCartney Wealth Management LLC | 0.23% | — | 3,869 | $270K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -28.6% | 3,869 | $270K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -4.8% | 3,836 | $267K |
| Cambria Investment Management, L.P. | 0.02% | Add +17.4% | 3,821 | $266K |
| Poinciana Advisors Group, LLC | 0.21% | New | 3,803 | $265K |
| Daytona Street Capital LLC | 0.20% | — | 3,784 | $264K |
| Oder Investment Management, LLC | 0.19% | Add +8.3% | 3,775 | $263K |
| QRG Capital Management, Inc. | 0.00% | New | 3,765 | $262K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,756 | $262K |
| North Capital, Inc. | 0.22% | Add +0.3% | 3,739 | $260K |
| Elevated Financial Group LLC | 0.09% | — | 3,738 | $260K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.3% | 3,690 | $257K |
| Ellenbecker Investment Group | 0.04% | Add +0.0% | 3,685 | $257K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 3,516 | $252K |
| Infinity Wealth Counsel, LLC | 0.23% | Add +15.6% | 3,603 | $251K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 3,559 | $248K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +0.3% | 3,553 | $248K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $245K |
| Busey Bank | 0.01% | Add +2.0% | 3,499 | $244K |
| Aspirean Wealth, LLC | 0.26% | — | 3,480 | $242K |
| RAM Investment Partners, LLC | 0.04% | No change | 3,470 | $242K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $242K |
| Family Investment Center, Inc. | 0.05% | No change | 3,448 | $240K |
| Private Management Group Inc. | 0.01% | No change | 3,447 | $240K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $240K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $240K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 3,436 | $239K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $239K |
| Range Advisory, LLC | 0.06% | — | 3,432 | $239K |
| Quarry Hill Advisors, LLC | 0.11% | Reduce -41.2% | 3,362 | $234K |
| Benningfield Financial Advisors, LLC | 0.18% | No change | 3,350 | $233K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -86.3% | 3,339 | $233K |
| Synergy Investment Management, LLC | 0.08% | No change | 3,300 | $230K |
| Bison Wealth, LLC | 0.03% | Add +4.3% | 3,308 | $229K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,282 | $229K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,280 | $229K |
| Wealthfront Advisers LLC | 0.00% | Add +1.3% | 3,266 | $228K |
| Opus Financial Solutions LLC | 0.21% | — | 3,257 | $227K |
| E-Wealth Partners, LLC | 0.19% | — | 3,252 | $227K |
| Operose Advisors LLC | 0.05% | Add +1084.2% | 3,221 | $224K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $224K |
| Tred Avon Family Wealth, LLC | 0.07% | No change | 3,210 | $224K |
| Oak Wealth Advisors LLC | 0.13% | Reduce -12.5% | 3,186 | $222K |
| Ameritas Advisory Services, LLC | 0.01% | Add +52.9% | 3,177 | $221K |
| Caldwell Trust Co | 0.02% | No change | 3,146 | $219K |
| MBL Wealth, LLC | 0.02% | New | 3,139 | $219K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Add +0.1% | 3,131 | $218K |
| Arista Wealth Management, LLC | 0.03% | No change | 3,109 | $217K |
| Brooklyn Investment Group | 0.01% | New | 3,043 | $215K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 3,075 | $214K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $214K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -12.4% | 3,059 | $213K |
| Disciplined Investors, L.L.C. | 0.14% | Add +0.2% | 3,056 | $213K |
| Oath Planning, LLC | 0.21% | — | 3,055 | $213K |
| Ares Financial Consulting, LLC | 0.20% | — | 3,008 | $210K |
| Lantz Financial LLC | 0.04% | No change | 3,004 | $209K |
| Meadow Creek Wealth Advisors LLC | 0.13% | New | 3,000 | $209K |
| Vestment Financial LLC | 0.11% | New | 2,837 | $208K |
| FinDec Wealth Services, Inc. | 0.22% | Reduce -1.3% | 2,984 | $208K |
| Kathmere Capital Management, LLC | 0.01% | No change | 2,978 | $207K |
| West Wealth Group, LLC | 0.04% | New | 2,971 | $207K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,960 | $206K |
| Mayport, LLC | 0.04% | Reduce -6.4% | 2,930 | $204K |
| Robinswood Financial LLC | 0.07% | Add +0.0% | 2,923 | $204K |
| SageView Advisory Group, LLC | 0.01% | Reduce -34.1% | 2,912 | $203K |
| Annandale Capital, LLC | 0.03% | New | 2,897 | $202K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 2,804 | $202K |
| Madrona Financial Services, LLC | 0.04% | New | 2,899 | $202K |
| Signaturefd, LLC | 0.00% | Reduce -36.3% | 2,881 | $201K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $199K |
| AE Wealth Management LLC | 0.00% | Add +6.8% | 2,844 | $198K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,801 | $195K |
| Kennebec Savings Bank | 0.17% | Reduce -5.8% | 2,788 | $194K |
| Red Tortoise LLC | 0.08% | No change | 2,689 | $187K |
| Bokf, NA | 0.00% | Add +12.4% | 2,672 | $186K |
| Lodestone Wealth Management LLC | 0.07% | New | 2,631 | $183K |
| Woodside Wealth Management LLC | 0.13% | No change | 2,433 | $170K |
| McIlrath & Eck, LLC | 0.02% | Reduce -16.3% | 2,428 | $169K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +14.9% | 2,414 | $168K |
| Redmont Wealth Advisors LLC | 0.25% | Add +3.8% | 2,326 | $162K |
| Newton One Investments LLC | 0.05% | Add +0.2% | 2,317 | $161K |
| Motiv8 Investments LLC | 0.09% | New | 2,302 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.0% | 2,287 | $159K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $148K |
| Assetmark, Inc. | 0.00% | Reduce -21.6% | 1,951 | $136K |
| True Wealth Design, LLC | 0.04% | Reduce -2.2% | 1,934 | $135K |
| Family Manage LLC | 0.02% | Add +8.1% | 1,916 | $133K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,769 | $123K |
| Align Financial, LLC | 0.07% | — | 122,584 | $123K |
| CVA Family Office, LLC | 0.01% | Reduce -36.1% | 1,748 | $122K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,720 | $120K |
| Aspect Partners, LLC | 0.05% | No change | 1,706 | $119K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,688 | $118K |
| Fairman Group, LLC | 0.09% | Add +0.3% | 1,568 | $109K |
| Sawyer & Company, Inc | 0.04% | Reduce -36.0% | 1,565 | $109K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $106K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,517 | $106K |
| Tradewinds Capital Management, LLC | 0.02% | Add +142.3% | 1,478 | $103K |
| Godfrey Financial Associates, Inc. | 0.08% | — | 1,379 | $96K |
| Russell Investments Group, Ltd. | 0.00% | Add +43.3% | 1,354 | $94K |
| Prosperity Bancshares Inc | 0.08% | — | 1,285 | $90K |
| Optima Capital LLC | 0.04% | New | 1,186 | $83K |
| Trust Co. of Vermont | 0.00% | New | 1,165 | $81K |
| Glassy Mountain Advisors, Inc. | 0.02% | No change | 1,136 | $79K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,021 | $78K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 1,112 | $77K |
| Hilltop National Bank | 0.02% | No change | 1,109 | $77K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -8.6% | 1,107 | $77K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,100 | $77K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -12.0% | 1,100 | $77K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $75K |
| Fifth Third Bancorp | 0.00% | Reduce -45.8% | 1,067 | $74K |
| Abound Wealth Management | 0.02% | Reduce -15.9% | 1,060 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,019 | $71K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 1,015 | $71K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 958 | $67K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $64K |
| Lanark Financial, Inc. | 0.00% | No change | 913 | $64K |
| Dunhill Financial, LLC | 0.02% | Add +190.4% | 909 | $63K |
| Rialto Wealth Management, LLC | 0.01% | Add +31.6% | 900 | $63K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $59K |
| Clark Wealth Partners | 0.04% | No change | 842 | $59K |
| Urban Financial Advisory Corp | 0.02% | No change | 839 | $58K |
| Trust Co | 0.01% | New | 831 | $58K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Reduce -0.1% | 780 | $54K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 778 | $54K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 755 | $53K |
| First Community Trust NA | 0.04% | No change | 750 | $52K |
| CoreCap Advisors, LLC | 0.00% | No change | 746 | $52K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.3% | 735 | $51K |
| Hantz Financial Services, Inc. | 0.00% | No change | 728 | $51K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.0% | 718 | $50K |
| BankChampaign, National Association | 0.05% | — | 5,059 | $48K |
| Chilton Capital Management LLC | 0.00% | No change | 675 | $47K |
| SouthState Bank Corp | 0.00% | No change | 666 | $46K |
| Quent Capital, LLC | 0.00% | Reduce -11.4% | 619 | $43K |
| Private Wealth Management Group, LLC | 0.01% | No change | 605 | $42K |
| Walsh & Associates, LLC | 0.04% | — | 600 | $42K |
| Rothschild Investment LLC | 0.00% | New | 589 | $41K |
| First United Bank & Trust | 0.01% | No change | 585 | $41K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 565 | $39K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 467 | $33K |
| Grove Bank & Trust | 0.00% | Reduce -76.3% | 465 | $32K |
| Conquis Financial LLC | 0.03% | No change | 438 | $31K |
| ORG Partners LLC | 0.00% | No change | 387 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 383 | $27K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 376 | $26K |
| Hughes Financial Services, LLC | 0.00% | No change | 372 | $26K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -14.2% | 370 | $26K |
| Howe & Rusling Inc. | 0.00% | No change | 353 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 343 | $24K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 340 | $24K |
| Transce3nd, LLC | 0.18% | No change | 296 | $22K |
| Abound Financial, LLC | 0.01% | New | 312 | $22K |
| Pittenger & Anderson Inc. | 0.00% | New | 312 | $22K |
| SHP Wealth Management | 0.00% | — | 290 | $20K |
| City State Bank | 0.01% | No change | 275 | $19K |
| United Community Bank | 0.01% | No change | 270 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -87.4% | 253 | $19K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 251 | $17K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $14K |
| Rachor Investment Advisory Services, LLC | 0.01% | — | 193 | $13K |
| Adkins Seale Capital Management LLC | 0.01% | — | 165 | $11K |
| Kings Path Partners LLC | 0.00% | Reduce -30.1% | 149 | $10K |
| 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 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 126 | $9K |
| First Horizon Corp. | 0.00% | No change | 103 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 102 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 101 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 96 | $7K |
| Truvestments Capital LLC | 0.00% | No change | 86 | $6K |
| 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 |
| Kingdom Financial Group LLC. | 0.00% | New | 38 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 31 | $2K |
| Archer Investment Corp | 0.00% | No change | 15 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -84.1% | 10 | $697 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 9 | $628 |
| JNBA Financial Advisors | 0.00% | New | 1 | $71 |
"% 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.