Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2026 (March 31)892holders +20
58new positions
30sold out
3famous investors
$71.22avg. 13F price*
At the end of Q1 2026, 892 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 20 from Q4 2025. 58 opened new positions and 30 sold out. The largest holders were Creative Planning ($1.9B), Northern Trust Corp. ($653.9M) and Bank of America Corp. ($470.8M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $63.5M |
| Exits | 30 | $22.4M |
All 13F filers, Q4 2025 → Q1 2026: 9,846,095 shares bought and 2,672,394 shares sold, net +7,173,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Creative Planning | 1.27% | Add +5.6% | 26,230,978 | $1.9B |
| Northern Trust Corp. | 0.09% | Add +13.5% | 9,193,715 | $653.9M |
| Bank of America Corp. | 0.03% | Reduce -0.2% | 6,618,892 | $470.8M |
| Index Fund Advisors, Inc. | 18.89% | Add +1.0% | 5,900,990 | $419.7M |
| Focus Partners Wealth | 0.28% | Reduce -2.0% | 3,447,394 | $249.9M |
| Pure Financial Advisors, LLC | 3.30% | Add +3.0% | 3,197,949 | $227.5M |
| TCI Wealth Advisors, Inc. | 9.80% | Add +1.5% | 2,595,074 | $184.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.0% | 1,722,783 | $122.5M |
| Root Financial Partners, LLC | 5.22% | Add +17.1% | 1,586,355 | $112.8M |
| Midwest Trust Co | 1.22% | Reduce -0.6% | 1,376,605 | $97.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +21.4% | 1,358,745 | $96.6M |
| Plancorp, LLC | 2.68% | Reduce -2.8% | 1,270,271 | $94.2M |
| Vise Technologies, Inc. | 1.72% | No change | 1,257,727 | $87.6M |
| Royal Bank of Canada | 0.02% | Add +4.9% | 1,223,939 | $87.1M |
| Bank of Montreal | 0.04% | Add +18.7% | 1,212,428 | $86.2M |
| Evanson Asset Management, LLC | 4.63% | Add +4.2% | 1,211,136 | $86.1M |
| Premier Financial Group | 14.52% | Reduce -0.0% | 1,182,493 | $85.3M |
| Washington Trust Bank | 5.99% | Reduce -1.2% | 1,141,204 | $81.2M |
| Great Waters Wealth Management | 8.26% | Add +4.5% | 1,096,574 | $78.0M |
| Savant Capital, LLC | 0.38% | Reduce -8.1% | 1,092,969 | $77.7M |
| First Command Advisory Services, Inc. | 0.52% | Reduce -3.4% | 1,092,163 | $77.7M |
| Confluence Wealth Services, Inc. | 2.88% | Add +3.7% | 1,043,799 | $74.2M |
| Raymond James Financial Inc. | 0.02% | Add +12.6% | 1,027,570 | $73.1M |
| UBS Group AG | 0.01% | Add +10.3% | 1,013,956 | $72.1M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.3% | 996,253 | $70.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.42% | Add +0.4% | 970,443 | $69.0M |
| Sageworth Trust Co | 2.96% | Reduce -0.1% | 967,803 | $68.8M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +12.0% | 940,007 | $66.7M |
| LPL Financial LLC | 0.02% | Add +0.6% | 894,689 | $63.6M |
| Pathstone Holdings, LLC | 0.24% | Add +48.0% | 854,566 | $60.8M |
| Bernicke Wealth Management, Ltd. | 7.51% | Reduce -1.7% | 817,085 | $58.1M |
| Brown Advisory Inc. | 0.09% | Add +9.9% | 790,065 | $56.2M |
| DAVENPORT & Co LLC | 0.30% | Add +19.4% | 754,654 | $53.7M |
| Wealth Management Nebraska | 5.41% | Add +6.5% | 750,357 | $53.4M |
| Bleakley Financial Group, LLC | 0.83% | Add +21.3% | 750,183 | $53.4M |
| Chicago Partners Investment Group LLC | 1.17% | Add +2.1% | 681,445 | $52.5M |
| DiNuzzo Private Wealth, Inc. | 5.64% | Add +0.0% | 735,546 | $52.3M |
| MassMutual Private Wealth & Trust, FSB | 1.42% | Reduce -3.3% | 735,416 | $52.3M |
| Stordahl Capital Management, Inc. | 10.43% | Reduce -1.3% | 711,896 | $50.6M |
| EP Wealth Advisors, LLC | 0.24% | Add +118.9% | 677,210 | $48.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +2.9% | 672,914 | $47.9M |
| Mariner, LLC | 0.05% | Reduce -4.5% | 646,339 | $46.0M |
| Cetera Investment Advisers | 0.05% | Add +6.5% | 640,069 | $45.5M |
| Three Arch Wealth Management LLC | 8.06% | Reduce -1.7% | 630,096 | $44.8M |
| Corient Private Wealth LP | 0.06% | Reduce -1.9% | 594,714 | $42.3M |
| Truist Financial Corp. | 0.06% | Add +25.7% | 591,800 | $42.1M |
| Cerity Partners LLC | 0.06% | Add +3.9% | 568,932 | $40.5M |
| Dixon Fnancial Services, Inc. | 17.80% | Reduce -0.7% | 557,492 | $39.7M |
| Elser Financial Planning, Inc | 1.91% | Add +2754.4% | 555,668 | $39.4M |
| Sax Wealth Advisors, LLC | 1.85% | Reduce -0.1% | 547,711 | $38.2M |
| Beaird Harris Wealth Management, LLC | 2.56% | Reduce -4.6% | 529,498 | $37.7M |
| Modera Wealth Management, LLC | 0.43% | Reduce -2.1% | 507,238 | $36.1M |
| Kwmg, LLC | 2.94% | Add +2.5% | 494,697 | $35.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.3% | 491,168 | $34.9M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -8.6% | 482,231 | $34.3M |
| Hurlow Wealth Management Group, Inc. | 8.13% | Add +7.0% | 480,193 | $34.2M |
| Austin Asset Management Co Inc | 5.55% | Reduce -2.2% | 462,691 | $32.9M |
| Richard Young Associates, Ltd. | 24.87% | Add +1.0% | 460,429 | $32.8M |
| Osaic Holdings, Inc. | 0.05% | Add +7.0% | 452,530 | $32.2M |
| Heritage Investment Group, Inc. | 4.75% | Reduce -0.5% | 440,957 | $31.4M |
| Heritage Wealth Management, Inc./Texas | 13.20% | Add +1.7% | 434,306 | $30.9M |
| Phillips Financial Management, LLC | 2.24% | Reduce -6.7% | 434,221 | $30.9M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -5.1% | 429,834 | $30.6M |
| Acorn Creek Capital LLC | 10.86% | Add +0.6% | 427,711 | $30.4M |
| DecisionPoint Financial, LLC | 6.49% | Add +1.9% | 423,555 | $30.1M |
| Financial Consulate, Inc. | 3.75% | Reduce -0.5% | 422,592 | $30.1M |
| Fifth Third Bancorp | 0.05% | Add +36601.9% | 391,609 | $27.9M |
| Tanager Wealth Management LLP | 2.68% | Reduce -4.8% | 389,339 | $27.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +26.4% | 386,291 | $27.5M |
| Farther Finance Advisors, LLC | 0.26% | Add +19.2% | 381,467 | $27.3M |
| Apella Capital, LLC | 0.40% | Add +376.6% | 351,534 | $27.1M |
| M Holdings Securities, Inc. | 1.82% | Add +19.5% | 369,038 | $26.9M |
| Captrust Financial Advisors | 0.05% | Add +1.7% | 362,073 | $25.8M |
| Choreo, LLC | 0.31% | Add +0.3% | 359,782 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +9.0% | 359,241 | $25.6M |
| Market Street Wealth Management Advisors LLC | 3.96% | Add +0.1% | 352,761 | $25.1M |
| Disciplined Equity Management, Inc. | 12.49% | Reduce -0.2% | 349,566 | $24.9M |
| Your Advocates Ltd., LLP | 7.52% | Add +5.2% | 346,808 | $24.7M |
| Guardian Wealth Management, LLC | 7.35% | Add +0.6% | 340,536 | $24.2M |
| Tillman Hartley LLC | 6.00% | Add +2.3% | 336,164 | $23.9M |
| Jackson Thornton Wealth Management, LLC | 2.08% | Add +2.5% | 311,179 | $23.1M |
| Foster Group, Inc. | 0.69% | Reduce -2.5% | 323,858 | $23.0M |
| PCA Investment Advisory Services Inc. | 7.56% | Add +10.1% | 318,367 | $22.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Reduce -2.0% | 317,343 | $22.6M |
| Builder Investment Group Inc. | 4.87% | Reduce -1.0% | 315,604 | $22.4M |
| Tilson Financial Group, Inc. | 6.59% | Add +1.7% | 308,886 | $22.0M |
| Jones Financial Companies LLLP | 0.01% | Add +39.0% | 308,289 | $21.6M |
| Planning Center, Inc. | 2.17% | Reduce -4.0% | 300,467 | $21.4M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 299,464 | $21.3M |
| Advisory Alpha, LLC | 0.58% | Add +12.0% | 296,765 | $21.1M |
| Forum Private Client Group LLC | 7.00% | Add +2.4% | 295,456 | $21.0M |
| Pinney & Scofield, Inc. | 11.21% | Add +1.4% | 292,372 | $20.8M |
| Mission Wealth Management, LP | 0.44% | Reduce -1.6% | 292,340 | $20.8M |
| Pillar Financial Advisors, LLC | 12.05% | Add +1.6% | 289,825 | $20.6M |
| Parkwoods Wealth Partners, LLC | 5.04% | Add +7.8% | 288,879 | $20.5M |
| Maseco LLP | 0.64% | Reduce -3.6% | 287,640 | $20.5M |
| Hill Island Financial LLC | 4.92% | Add +1.6% | 284,662 | $20.2M |
| McNamara Financial Services, Inc. | 3.82% | Reduce -0.9% | 283,492 | $20.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.92% | Add +0.6% | 283,357 | $20.2M |
| Allodium Investment Consultants, LLC | 9.46% | Add +3.1% | 277,769 | $19.8M |
| Tassel Capital Management, Inc. | 10.48% | Add +2.0% | 271,257 | $19.3M |
| Monograph Wealth Advisors, LLC | 1.82% | Add +2.4% | 269,821 | $19.2M |
| WPWealth LLP | 2.84% | Add +7.5% | 261,039 | $18.6M |
| AdvisorNet Financial, Inc | 0.95% | Reduce -9.4% | 258,255 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +10.6% | 258,237 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Reduce -5.8% | 257,652 | $18.3M |
| McLean Asset Management Corp | 3.21% | Reduce -2.1% | 257,550 | $18.3M |
| EnRich Financial Partners LLC | 4.84% | Add +1.0% | 256,639 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -23.7% | 302,773 | $18.0M |
| LRI Investments, LLC | 1.59% | Add +2.1% | 252,204 | $17.9M |
| Lutz Financial Services LLC | 1.14% | Add +0.7% | 238,821 | $17.0M |
| Factor Wealth Management LTD | 3.19% | Reduce -6.4% | 238,166 | $16.9M |
| OneDigital Investment Advisors LLC | 0.16% | Add +3.0% | 236,352 | $16.8M |
| New Hampshire Trust | 3.36% | Reduce -1.4% | 233,931 | $16.6M |
| Park Avenue Securities LLC | 0.13% | Add +9.1% | 233,375 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 239,089 | $16.5M |
| Allworth Financial LP | 0.07% | Add +39.4% | 230,524 | $16.4M |
| G2 Capital Management, LLC / Oh | 3.98% | Add +1.1% | 230,115 | $16.4M |
| Harbour Investments, Inc. | 0.25% | Add +38.6% | 224,688 | $16.0M |
| Sentinel Wealth Management, Inc. | 12.65% | Add +0.5% | 222,311 | $15.8M |
| McGlone Suttner Wealth Management, Inc. | 2.06% | Add +4.8% | 219,207 | $15.6M |
| True Link Financial Advisors, LLC | 0.96% | Add +4.8% | 218,652 | $15.6M |
| Aspen Capital Management, LLC | 3.81% | Reduce -2.0% | 216,261 | $15.4M |
| West Financial Advisors, LLC | 2.58% | Add +0.6% | 213,380 | $15.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +4.1% | 208,517 | $14.8M |
| Dynamic Advisor Solutions LLC | 0.46% | Add +1.3% | 205,699 | $14.6M |
| BlackRock, Inc. | 0.00% | Add +134.1% | 204,147 | $14.5M |
| Bridgewater Advisors Inc. | 0.84% | Add +5.1% | 185,342 | $14.2M |
| Midwest Heritage Bank, FSB | 4.52% | Add +4.9% | 197,841 | $14.1M |
| Bannerman Wealth Management Group, LLC | 9.07% | Add +9.3% | 189,204 | $13.5M |
| Aire Advisors, LLC | 2.45% | Add +1.9% | 188,244 | $13.4M |
| Conservest Capital Advisors, Inc. | 1.20% | Add +16.3% | 186,662 | $13.3M |
| B&D White Capital Company, LLC | 1.64% | Add +19.1% | 186,312 | $13.3M |
| Sterling Wealth Management, Inc. | 3.62% | Add +1.5% | 185,419 | $13.2M |
| Wescott Financial Advisory Group, LLC | 1.15% | Reduce -0.7% | 185,127 | $13.2M |
| Connable Office Inc. | 1.28% | New | 183,113 | $13.0M |
| Syverson Strege & Co | 3.09% | Add +2.8% | 180,686 | $12.9M |
| Trinity Financial Advisors LLC | 3.64% | Add +3.3% | 179,512 | $12.8M |
| American Investment Services, Inc. | 2.84% | Reduce -1.5% | 179,294 | $12.8M |
| Pacific Sage Partners, LLC | 1.99% | Add +1.8% | 177,577 | $12.6M |
| Burk Holdings LLC | 5.40% | Add +5.6% | 177,180 | $12.6M |
| First Bancorp, Inc | 6.26% | New | 177,129 | $12.6M |
| Modern Wealth Management, LLC | 0.22% | Add +0.1% | 175,343 | $12.5M |
| Summit Wealth Group, LLC | 2.83% | Add +3.3% | 173,634 | $12.4M |
| One Capital Management, LLC | 0.34% | Add +8.6% | 173,609 | $12.3M |
| JGP Wealth Management, LLC | 1.27% | Add +9.9% | 171,502 | $12.2M |
| Spinnaker Investment Group, LLC | 2.47% | Reduce -7.1% | 170,374 | $12.1M |
| Invst, LLC | 1.35% | Reduce -3.0% | 167,769 | $11.9M |
| Mendota Financial Group, LLC | 8.80% | Add +0.6% | 166,919 | $11.9M |
| MML Investors Services, LLC | 0.03% | Add +10.0% | 164,578 | $11.7M |
| Smartleaf Asset Management LLC | 0.42% | Reduce -1.8% | 168,970 | $11.7M |
| AQR Capital Management | 0.01% | Add +84.3% | 163,998 | $11.7M |
| Pioneer Wealth Management Group | 3.22% | Add +7.6% | 161,544 | $11.5M |
| First National Bank Sioux Falls | 2.99% | Add +7.4% | 144,794 | $10.9M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 152,475 | $10.8M |
| Clearstead Advisors, LLC | 0.10% | Add +314.6% | 151,163 | $10.8M |
| MAI Capital Management | 0.06% | Add +2.1% | 151,148 | $10.8M |
| Webster Bank, N. A. | 1.02% | Add +11.8% | 150,899 | $10.7M |
| WorthPointe, LLC | 2.91% | Reduce -3.2% | 149,800 | $10.7M |
| Wealth Management Partners, LLC | 3.01% | Add +7.3% | 148,155 | $10.5M |
| Dravo Bay LLC | 4.28% | Add +4.1% | 148,011 | $10.5M |
| Daner Wealth Management, LLC | 6.17% | Reduce -2.8% | 136,544 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Add +6.6% | 146,454 | $10.4M |
| Forum Financial Management, LP | 0.15% | Reduce -1.8% | 145,885 | $10.4M |
| Envision Financial Planning, LLC | 3.72% | Add +1.1% | 144,622 | $10.3M |
| Colorado Capital Management, Inc. | 3.78% | Reduce -4.3% | 142,534 | $10.1M |
| Clear Creek Financial Management, LLC | 0.77% | Reduce -11.4% | 141,955 | $10.1M |
| Wood Tarver Financial Group, LLC | 2.76% | Add +3.3% | 140,453 | $10.0M |
| Arax Advisory Partners | 0.28% | Reduce -57.1% | 140,078 | $10.0M |
| VeraBank, N.A. | 1.82% | Add +6.2% | 139,561 | $9.9M |
| Professional Financial Solutions LLC | 8.77% | Add +3.7% | 138,605 | $9.9M |
| Gemmer Asset Management LLC | 0.78% | Add +2.9% | 138,382 | $9.8M |
| Spire Wealth Management | 0.34% | Add +1.8% | 138,294 | $9.8M |
| Granite Harbor Advisors, Inc. | 4.21% | Reduce -3.1% | 135,602 | $9.6M |
| Efficient Advisors, LLC | 0.67% | Reduce -3.8% | 133,608 | $9.5M |
| CGN Advisors LLC | 0.75% | Reduce -2.3% | 133,362 | $9.5M |
| GEM Asset Management, LLC | 4.17% | Add +7.2% | 132,834 | $9.4M |
| Earned Wealth Advisors, LLC | 0.63% | Reduce -3.1% | 131,726 | $9.4M |
| 1900 Wealth Management LLC | 0.60% | Reduce -0.2% | 131,644 | $9.4M |
| Ballentine Capital Advisors, Inc | 3.83% | Add +2.5% | 130,151 | $9.3M |
| Waterfront Wealth Inc. | 1.70% | Add +4.6% | 129,928 | $9.2M |
| Broadhurst Jeffrey B | 9.42% | Add +4.7% | 129,215 | $9.2M |
| Cwm, LLC | 0.02% | Reduce -23.4% | 128,719 | $9.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.2% | 127,751 | $9.1M |
| TFO Wealth Partners, LLC | 1.21% | Add +0.0% | 125,358 | $8.9M |
| CarsonAllaria Wealth Management, Ltd. | 4.38% | Add +0.4% | 124,625 | $8.9M |
| Curio Wealth, LLC | 3.02% | Add +7.0% | 124,050 | $8.8M |
| Capital Analysts, LLC | 0.23% | Add +9.4% | 123,092 | $8.8M |
| Hardy Reed LLC | 0.64% | Add +1.3% | 123,006 | $8.7M |
| Vermillion Wealth Management, Inc. | 3.44% | Reduce -3.9% | 121,645 | $8.7M |
| Keb Asset Management, LLC | 1.61% | Add +0.1% | 118,168 | $8.4M |
| Cedar Point Capital Partners, LLC | 5.40% | Add +0.9% | 116,780 | $8.3M |
| Vestia Personal Wealth Advisors | 3.90% | Add +6.0% | 116,589 | $8.3M |
| Cascade Wealth Advisors, Inc | 3.62% | Add +7.7% | 105,961 | $8.3M |
| Aspiriant, LLC | 0.23% | Reduce -0.5% | 114,934 | $8.2M |
| Discipline Wealth Solutions, LLC | 0.85% | Add +22.6% | 113,567 | $8.1M |
| Pinnacle Financial Group, LLC / IL | 2.20% | Reduce -0.3% | 112,879 | $8.0M |
| KPP Advisory Services LLC | 1.16% | Add +4.8% | 112,545 | $8.0M |
| Ruedi Wealth Management, Inc. | 2.00% | Add +5.8% | 109,426 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 109,400 | $7.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | New | 109,239 | $7.8M |
| Demming Financial Services Corp. | 5.64% | Reduce -0.7% | 109,135 | $7.8M |
| Yardley Wealth Management LLC | 3.96% | Reduce -1.9% | 108,545 | $7.7M |
| Claris Advisors, LLC / Mo / | 2.25% | Reduce -0.4% | 105,784 | $7.5M |
| Cardiff Park Advisors, LLC | 0.60% | Reduce -15.8% | 105,144 | $7.5M |
| RFG Advisory, LLC | 0.14% | Reduce -4.9% | 104,737 | $7.4M |
| Aegis Wealth Management LLC | 4.23% | Add +2.9% | 103,932 | $7.4M |
| Larson Financial Group LLC | 0.24% | Reduce -6.3% | 103,863 | $7.4M |
| Ruggaard & Associates LLC | 2.93% | Reduce -2.4% | 103,859 | $7.4M |
| Forza Wealth Management, LLC | 2.54% | Add +7.3% | 102,700 | $7.3M |
| Lam Group, Inc. | 3.96% | Reduce -0.6% | 101,270 | $7.2M |
| MBA Advisors LLC | 2.76% | Add +7.0% | 101,123 | $7.2M |
| Andrews, Lucia Wealth Management LLC | 4.26% | Add +11.5% | 100,116 | $7.1M |
| Platform Technology Partners | 1.37% | Add +6.6% | 100,049 | $7.1M |
| Kooman & Associates | 2.11% | Add +1.3% | 99,628 | $7.1M |
| JDH Wealth Management, LLC | 4.76% | Reduce -0.1% | 99,256 | $7.1M |
| Zhang Financial LLC | 0.24% | Add +10.2% | 97,668 | $6.9M |
| Bush Investment Group, LLC | 3.77% | Add +5.2% | 96,904 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.4% | 96,361 | $6.9M |
| Navigoe, LLC | 4.04% | Add +0.3% | 96,191 | $6.8M |
| CPA Asset Management Group, LLC | 2.25% | Add +11.8% | 94,211 | $6.7M |
| JMG Financial Group, Ltd. | 0.18% | Reduce -0.6% | 93,969 | $6.7M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +6.3% | 93,796 | $6.7M |
| Parker Financial LLC | 2.64% | Add +3.0% | 93,203 | $6.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.6% | 91,565 | $6.5M |
| Pinkerton Wealth, LLC | 0.59% | Reduce -2.9% | 93,075 | $6.5M |
| Rf&l Wealth Management, LLC | 4.84% | Reduce -2.3% | 90,962 | $6.5M |
| KMT Wealth Management, LLC | 3.50% | No change | 90,461 | $6.4M |
| Alpha Financial Advisors, LLC | 1.97% | Reduce -3.0% | 90,316 | $6.4M |
| First National Trust Co | 0.22% | Reduce -22.7% | 90,005 | $6.4M |
| Cordant, Inc. | 2.59% | Add +15.7% | 89,705 | $6.4M |
| SeedSafe Financial LLC | 5.12% | Add +13.4% | 87,536 | $6.2M |
| Collective Family Office LLC | 1.39% | Reduce -6.4% | 86,959 | $6.2M |
| Visionary Wealth Advisors | 0.27% | Reduce -14.1% | 84,924 | $6.0M |
| True Freedom Investing, LLC | 0.46% | Add +11.3% | 84,903 | $6.0M |
| Sageworth Trust Co of South Dakota | 4.67% | Add +0.7% | 82,822 | $5.9M |
| Seneschal Advisors, LLC | 4.26% | Add +1.5% | 80,736 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +477.2% | 80,548 | $5.7M |
| SMI Advisory Services, LLC | 0.93% | Add +110.7% | 77,905 | $5.6M |
| Tortoise Investment Management, LLC | 0.46% | Add +1.1% | 78,897 | $5.6M |
| Bayshore Asset Management, LLC | 2.17% | Add +0.9% | 76,523 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.75% | Add +1.1% | 75,992 | $5.4M |
| First Financial Group Corp | 4.40% | Add +5.5% | 75,835 | $5.4M |
| Navigate Wealth Management, LLC | 3.78% | — | 69,984 | $5.4M |
| Birchcreek Wealth Management, LLC | 2.59% | Add +1.1% | 75,608 | $5.4M |
| Hiley Hunt Wealth Management | 2.35% | Add +4.1% | 74,847 | $5.3M |
| Frankly Finances, LLC | 4.76% | Add +0.3% | 73,891 | $5.3M |
| Cordgrass Capital Advisors, LLC | 1.21% | Add +7.4% | 72,535 | $5.2M |
| Well Done, LLC | 0.76% | Add +18.4% | 72,366 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +0.4% | 72,158 | $5.1M |
| Stadion Money Management, LLC | 0.51% | Reduce -77.4% | 71,692 | $5.1M |
| Atlantic Union Bankshares Corp | 0.10% | Add +4.9% | 71,345 | $5.1M |
| Napier Financial, LLC | 1.15% | Add +1.4% | 70,677 | $5.0M |
| Meridian Wealth Partners, LLC | 0.68% | Add +6.5% | 69,990 | $5.0M |
| PFG Advisors | 0.24% | Add +6.1% | 69,646 | $5.0M |
| Altiora Financial Group, LLC | 0.80% | Reduce -0.1% | 67,999 | $4.8M |
| DBK Financial Counsel, LLC | 3.62% | Add +4.0% | 67,173 | $4.8M |
| Florida Trust Wealth Management Co | 0.13% | Add +22.7% | 65,963 | $4.7M |
| Kondo Wealth Advisors, Inc. | 1.77% | Reduce -0.2% | 65,940 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 65,345 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.9% | 65,254 | $4.6M |
| Savvy Advisors, Inc. | 0.12% | Add +21.1% | 65,176 | $4.6M |
| HUB Investment Partners, LLC | 0.11% | Add +65.7% | 63,633 | $4.5M |
| Tme Financial, Inc. | 3.12% | Add +0.8% | 63,324 | $4.5M |
| DiPaolo Financial Group, Inc. | 3.25% | Add +18.2% | 62,759 | $4.5M |
| FMB Wealth Management | 1.85% | Reduce -3.4% | 62,710 | $4.5M |
| Kane Co Wealth Management, Inc. | 3.74% | Add +0.9% | 62,424 | $4.4M |
| Investmark Advisory Group LLC | 1.89% | Reduce -3.3% | 62,168 | $4.4M |
| Strategent Financial, LLC | 2.96% | Add +7.7% | 61,307 | $4.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.51% | Add +5.0% | 60,876 | $4.3M |
| TrustWell Financial Advisors, LLC | 4.09% | Add +5.0% | 61,084 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +7.2% | 60,377 | $4.3M |
| Wealthspan Partners, LLC | 1.51% | Reduce -0.5% | 60,372 | $4.3M |
| 180 Wealth Advisors, LLC | 0.49% | Add +4.9% | 60,301 | $4.3M |
| TruNorth Capital Management, LLC | 0.80% | Add +1.9% | 58,839 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -14.7% | 58,767 | $4.2M |
| CLG LLC | 1.03% | Add +4.2% | 58,575 | $4.2M |
| Mgo One Seven LLC | 0.08% | Reduce -0.2% | 58,253 | $4.1M |
| Kestra Investment Management, LLC | 0.07% | Reduce -7.1% | 58,192 | $4.1M |
| BWM Planning, LLC | 1.09% | Reduce -20.7% | 58,133 | $4.1M |
| SC&H Financial Advisors, Inc. | 0.62% | Add +1.0% | 57,507 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.41% | Add +8.7% | 57,292 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -2.0% | 56,608 | $4.0M |
| Cascade Financial Partners, LLC | 0.41% | Reduce -0.2% | 56,436 | $4.0M |
| Aspen Wealth Management LLC | 0.79% | Add +21.5% | 55,851 | $4.0M |
| BCM Advisors, LLC | 0.78% | Add +3.0% | 51,591 | $4.0M |
| Commerce Bank | 0.02% | Add +360.3% | 55,650 | $4.0M |
| Altura Wealth Advisors Inc. | 1.70% | Reduce -43.8% | 54,768 | $3.9M |
| Linscomb Wealth, Inc. | 0.17% | Add +116.4% | 54,564 | $3.9M |
| Adelphi Trust Co | 3.16% | Add +8.3% | 54,556 | $3.9M |
| GK Wealth Management LLC | 3.37% | New | 55,948 | $3.9M |
| DWR Wealth Management, LLC | 3.37% | Add +30.8% | 55,948 | $3.9M |
| Greenspring Advisors, LLC | 0.23% | Reduce -5.9% | 53,863 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -4.5% | 53,208 | $3.8M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +1393.2% | 52,499 | $3.8M |
| Physician Wealth Solutions Inc. | 1.56% | No change | 52,865 | $3.8M |
| Jacobi Capital Management LLC | 0.21% | Add +11.2% | 52,248 | $3.7M |
| DeLarme Wealth Management, Inc. | 2.38% | Reduce -3.0% | 52,057 | $3.7M |
| HTG Investment Advisors, Inc. | 1.04% | Add +3.1% | 51,092 | $3.6M |
| Colony Family Offices, LLC | 0.89% | Add +2.5% | 50,881 | $3.6M |
| Blue Trust, Inc. | 0.04% | Add +1.8% | 50,854 | $3.6M |
| TCP Asset Management, LLC | 0.46% | Add +0.4% | 50,044 | $3.6M |
| Hartmann Taylor Wealth Management, LLC | 2.35% | Add +11.9% | 50,038 | $3.6M |
| Investment Advisory Group, LLC | 0.90% | Reduce -3.0% | 49,997 | $3.6M |
| Armor Investment Advisors, LLC | 1.27% | Reduce -9.6% | 49,701 | $3.5M |
| Harbour Wealth Management Group, Inc. | 2.65% | Add +3.0% | 49,534 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -8.0% | 49,479 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.2% | 49,438 | $3.5M |
| First Western Trust Bank | 0.18% | Reduce -5.6% | 49,052 | $3.5M |
| Blume Capital Management, Inc. | 0.58% | No change | 48,099 | $3.4M |
| TAGStone Capital, Inc. | 1.19% | Reduce -1.1% | 47,469 | $3.4M |
| Financial Planning Navigators CORP | 1.48% | Add +42.5% | 47,346 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -3.4% | 46,826 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +35.9% | 46,533 | $3.3M |
| Strategic Investment Solutions, Inc. | 0.79% | Reduce -2.1% | 46,076 | $3.3M |
| Freedom Investment Management, Inc. | 0.97% | Reduce -1.5% | 45,855 | $3.3M |
| Mason & Associates Inc | 0.63% | Add +6.4% | 46,520 | $3.2M |
| Drucker Wealth 3.0, LLC | 0.56% | Reduce -4.2% | 45,108 | $3.2M |
| Legacy Financial Group, Inc. | 0.85% | Add +3.3% | 45,059 | $3.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | No change | 44,934 | $3.2M |
| Mather Group, Llc. | 0.03% | Add +1.4% | 44,523 | $3.2M |
| Belleair Asset Management, LLC | 2.88% | No change | 44,446 | $3.2M |
| Enzi Wealth | 1.09% | Reduce -7.8% | 44,245 | $3.1M |
| Spectrum Advisors, Inc. | 2.47% | — | 44,050 | $3.1M |
| Kelleher Financial Advisors | 0.80% | Reduce -51.0% | 48,818 | $3.1M |
| Lauer Wealth, LLC | 2.48% | Add +3.3% | 41,732 | $3.1M |
| Sei Investments Co. | 0.00% | Add +39.2% | 43,466 | $3.1M |
| Morris Financial Concepts, Inc. | 1.04% | Add +6.0% | 42,876 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -2.5% | 42,717 | $3.0M |
| Strathmore Capital Advisors, Inc. | 0.85% | Reduce -1.7% | 39,086 | $3.0M |
| Dopkins Wealth Management, LLC | 1.20% | Reduce -5.0% | 42,024 | $3.0M |
| Sprinkle Financial Consultants LLC | 1.38% | Add +34.7% | 41,922 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -22.3% | 42,476 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -22.9% | 41,632 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.4% | 41,221 | $2.9M |
| Ade, LLC | 1.40% | Add +17.2% | 41,165 | $2.9M |
| Narus Financial Partners, LLC | 0.77% | Reduce -1.9% | 41,148 | $2.9M |
| MCF Advisors LLC | 0.13% | Reduce -18.5% | 40,946 | $2.9M |
| Sachem Hill LLC | 0.56% | Add +0.5% | 40,583 | $2.9M |
| Cloud Capital Management, LLC | 1.25% | Add +3.3% | 40,477 | $2.9M |
| Pacific Asset Management, LLC | 1.60% | Add +11.8% | 40,363 | $2.9M |
| RS Crum Inc. | 0.55% | Reduce -0.7% | 39,877 | $2.8M |
| Generations Wealth, LLC | 2.75% | Reduce -9.6% | 39,862 | $2.8M |
| Vantage Point Financial LLC | 0.98% | Reduce -3.6% | 39,313 | $2.8M |
| Olistico Wealth, LLC | 1.37% | Add +45.9% | 39,097 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +236.5% | 38,823 | $2.8M |
| Aurelius Family Office LLC | 1.20% | Reduce -5.0% | 38,662 | $2.8M |
| Oakmont Advisory Group, LLC | 2.78% | Add +10.3% | 38,345 | $2.7M |
| Great Point Wealth Advisors, LLC | 0.50% | Reduce -1.3% | 37,723 | $2.7M |
| Capstone Wealth Management, LLC | 1.87% | Reduce -0.7% | 37,662 | $2.7M |
| M Wealth Management, LLC | 2.20% | Reduce -0.0% | 36,728 | $2.6M |
| FLC Capital Advisors | 0.47% | Reduce -3.6% | 36,372 | $2.6M |
| WCG Wealth Advisors LLC | 0.07% | Add +6.8% | 36,207 | $2.6M |
| Baker Boyer National Bank | 0.76% | Add +1.7% | 35,793 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.62% | Reduce -1.8% | 35,690 | $2.5M |
| Cambridge Financial Group, LLC | 0.85% | Reduce -29.2% | 35,180 | $2.5M |
| AG Asset Advisory, LLC | 2.07% | Add +11.3% | 35,126 | $2.5M |
| Powers Advisory Group, LLC | 0.87% | Add +14.3% | 34,763 | $2.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.2% | 34,653 | $2.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.69% | Add +2.8% | 34,426 | $2.4M |
| Concord Wealth Partners | 0.32% | Add +8.5% | 34,166 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.4% | 33,686 | $2.4M |
| Stewardship Concepts Financial Services LLC | 1.87% | Reduce -3.3% | 33,556 | $2.4M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -0.6% | 33,489 | $2.4M |
| Johnson Wealth Management, LLC | 1.14% | Reduce -1.9% | 33,317 | $2.4M |
| Goepper Burkhardt LLC | 0.79% | Add +63.7% | 33,097 | $2.4M |
| Pettinga Financial Advisors LLC | 0.44% | Reduce -22.9% | 32,765 | $2.3M |
| Gibraltar Capital Management, Inc. | 0.40% | New | 32,765 | $2.3M |
| Sutton Place Investors LLC | 1.26% | Reduce -0.6% | 32,513 | $2.3M |
| J. R. Prunier Capital Management LLC | 0.97% | Add +10.2% | 32,032 | $2.3M |
| FourThought Financial Partners, LLC | 0.20% | Add +226.6% | 32,021 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -5.9% | 31,689 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.33% | Add +474.4% | 31,026 | $2.2M |
| Trace Wealth Advisors, LLC | 1.65% | Add +0.0% | 30,926 | $2.2M |
| Fortis Advisors, LLC | 1.10% | New | 30,829 | $2.2M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +16.2% | 30,773 | $2.2M |
| Triumph Capital Management | 0.45% | Add +17.4% | 30,544 | $2.2M |
| WESCAP Management Group, Inc. | 0.43% | Add +13.2% | 30,385 | $2.2M |
| Cypress Wealth Services, LLC | 0.30% | Reduce -10.9% | 30,103 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.4% | 29,950 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Reduce -1.6% | 29,618 | $2.1M |
| Mayfair Advisory Group, LLC | 0.73% | Add +2.5% | 29,558 | $2.1M |
| Ariadne Wealth Management, LP | 0.94% | Add +1.8% | 29,528 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.5% | 29,029 | $2.1M |
| Integrated Advisors Network LLC | 0.11% | Add +0.3% | 28,997 | $2.1M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | New | 28,607 | $2.0M |
| Optimus Capital Advisors, LLC | 1.20% | Reduce -2.8% | 28,461 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +27.4% | 28,186 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.35% | No change | 28,004 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.21% | Reduce -2.3% | 27,813 | $2.0M |
| Elevate Wealth Advisory, Inc. | 1.24% | Add +1.1% | 27,717 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.78% | Add +13.2% | 27,350 | $1.9M |
| Five Oceans Advisors | 0.70% | Reduce -1.5% | 27,240 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Add +16.8% | 27,162 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 26,709 | $1.9M |
| Fca Corp. | 0.53% | Add +3.5% | 26,387 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.40% | Add +0.3% | 26,314 | $1.9M |
| LVZ, Inc. | 0.21% | Add +8.5% | 26,111 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.31% | Reduce -17.2% | 25,925 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Reduce -0.4% | 25,631 | $1.8M |
| Elevation Wealth Partners, LLC | 0.65% | Reduce -4.5% | 25,608 | $1.8M |
| Mills Wealth Advisors LLC | 0.63% | Add +1.7% | 25,508 | $1.8M |
| AlphaCore Capital LLC | 0.04% | Add +1.1% | 25,426 | $1.8M |
| Petersen Hastings Wealth Advisors Inc. | 0.17% | Reduce -2.3% | 25,389 | $1.8M |
| BIP Wealth, LLC | 0.07% | Add +67.7% | 25,371 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -2.3% | 25,259 | $1.8M |
| Resonant Capital Advisors, LLC | 0.09% | Reduce -32.6% | 25,088 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.1% | 25,006 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.9% | 24,941 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.12% | Add +183.5% | 22,809 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +46.6% | 24,630 | $1.8M |
| Stevens Capital Partners | 0.42% | Add +34.0% | 24,587 | $1.7M |
| Oarsman Capital, Inc. | 0.22% | Reduce -5.0% | 24,477 | $1.7M |
| Sollinda Capital Management LLC | 0.42% | Add +14.8% | 24,120 | $1.7M |
| Westmount Partners, LLC | 0.41% | Reduce -1.2% | 23,616 | $1.7M |
| Rockwood Wealth Management, LLC | 0.12% | Add +5.7% | 23,598 | $1.7M |
| Shearwater Capital LLC | 0.88% | No change | 23,472 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | New | 21,814 | $1.7M |
| Moody National Bank Trust Division | 0.16% | Add +1.5% | 23,148 | $1.6M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.45% | Add +0.1% | 22,696 | $1.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 22,575 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.77% | Reduce -0.2% | 22,038 | $1.6M |
| Asset Dedication, LLC | 0.11% | Add +30.8% | 21,951 | $1.6M |
| Curi Capital, LLC | 0.03% | Add +0.4% | 21,250 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.2% | 21,247 | $1.5M |
| Verus Wealth Management, LLC | 1.40% | Add +0.9% | 21,145 | $1.5M |
| Teachers Insurance & Annuity Association of America | 1.88% | No change | 21,127 | $1.5M |
| JT Stratford LLC | 0.19% | Add +8.9% | 21,114 | $1.5M |
| Awm Capital, LLC | 0.14% | Reduce -0.6% | 21,098 | $1.5M |
| Samalin Investment Counsel, LLC | 0.53% | Add +8.1% | 20,905 | $1.5M |
| Embree Financial Group | 0.17% | Reduce -19.7% | 20,707 | $1.5M |
| Quantum Financial Advisors, LLC | 0.17% | No change | 20,685 | $1.5M |
| WMS Group LLC | 2.13% | Reduce -9.8% | 20,593 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +39.1% | 20,352 | $1.4M |
| VSM Wealth Advisory, LLC | 0.43% | Reduce -12.7% | 20,342 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +54.6% | 20,157 | $1.4M |
| Fischer Investment Strategies, LLC | 0.82% | Reduce -60.9% | 19,840 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -63.9% | 19,816 | $1.4M |
| Apollon Financial, LLC | 0.19% | No change | 19,663 | $1.4M |
| Retirement Guys Formula LLC | 0.64% | Reduce -16.8% | 19,491 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Add +2.2% | 19,407 | $1.4M |
| Axis Wealth Partners, LLC | 0.73% | Add +5.8% | 19,398 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +581.4% | 19,378 | $1.4M |
| Naples Global Advisors, LLC | 0.10% | Add +3.9% | 19,245 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.45% | Reduce -0.8% | 19,731 | $1.4M |
| Clarity Capital Advisors, LLC | 0.63% | Add +0.2% | 19,136 | $1.4M |
| Bullock Wealth Management Group | 0.68% | Add +0.9% | 18,940 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -14.9% | 19,039 | $1.4M |
| Virtue Asset Management LLC | 1.08% | No change | 18,657 | $1.3M |
| Financial Connections Group, Inc. | 0.46% | Add +1.6% | 18,537 | $1.3M |
| &partners | 0.01% | Reduce -16.8% | 18,500 | $1.3M |
| E6 Portfolios, LLC | 1.36% | Add +2.3% | 18,290 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.22% | Reduce -4.9% | 18,064 | $1.3M |
| Warwick Investment Management, Inc. | 0.19% | Reduce -1.0% | 17,979 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.14% | Add +1.2% | 17,666 | $1.3M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 17,625 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.37% | Reduce -0.1% | 17,598 | $1.3M |
| Smith Partners Wealth Management, LLC | 1.12% | Add +38.3% | 17,564 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 17,367 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 17,312 | $1.2M |
| Clark Asset Management, LLC | 0.11% | Add +0.0% | 17,027 | $1.2M |
| Washington Trust Advisors, Inc. | 0.10% | Reduce -0.4% | 16,939 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Add +151.9% | 16,885 | $1.2M |
| FMR LLC | 0.00% | Add +27.8% | 16,729 | $1.2M |
| XY Planning Network, Inc. | 0.19% | Add +0.6% | 16,578 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.5% | 16,613 | $1.2M |
| Eagle Strategies LLC | 0.14% | Reduce -4.9% | 16,511 | $1.2M |
| Wealth Advisors Northwest LLC | 0.49% | Reduce -0.4% | 16,380 | $1.2M |
| L & S Advisors Inc | 0.15% | Add +1.8% | 16,324 | $1.2M |
| Financial Insights, Inc. | 0.37% | Reduce -0.3% | 15,979 | $1.1M |
| Cathy Pareto & Associates, Inc. | 0.76% | Reduce -3.8% | 15,977 | $1.1M |
| Squire Investment Management Company, LLC | 0.32% | Reduce -30.4% | 15,948 | $1.1M |
| Semitam Bonam LLC | 0.91% | Add +4.1% | 15,699 | $1.1M |
| CX Institutional | 0.03% | Reduce -0.6% | 15,439 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +11.7% | 15,368 | $1.1M |
| Donalies Financial Planning, LLC | 0.93% | Reduce -17.3% | 15,330 | $1.1M |
| Opus Capital Group, LLC | 0.12% | No change | 15,295 | $1.1M |
| SpringVest Wealth Management LLC | 0.74% | Reduce -1.8% | 15,190 | $1.1M |
| ARK & TLK Investments, LLC | 0.29% | Reduce -2.0% | 15,101 | $1.1M |
| John A. Wolfe & Associates, Inc. | 1.64% | Add +2.8% | 15,037 | $1.1M |
| Verus Financial Partners, Inc. | 0.10% | Add +0.2% | 14,131 | $1.1M |
| Ironwood Financial, llc | 0.19% | No change | 14,986 | $1.1M |
| marrick wealth, LLC | 0.88% | Reduce -1.1% | 14,676 | $1.0M |
| SIMA Wealth Partners, LLC | 0.79% | Add +3.6% | 14,528 | $1.0M |
| Everest Financial Group LLC | 0.17% | New | 14,381 | $1.0M |
| Betterment LLC | 0.00% | Add +18.8% | 14,265 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | Add +1.4% | 14,240 | $1.0M |
| D. E. Shaw & Co. | 0.00% | New | 13,908 | $989K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.3% | 13,884 | $988K |
| CWS Financial Advisors, LLC | 0.25% | Add +0.1% | 13,582 | $966K |
| Western Wealth Management, LLC | 0.04% | Add +11.6% | 13,573 | $965K |
| Wedbush Securities Inc. | 0.03% | Reduce -0.4% | 13,428 | $955K |
| Barnes Pettey Financial Advisors, LLC | 0.41% | Add +45.6% | 13,316 | $947K |
| US Bancorp \de | 0.00% | Reduce -7.4% | 13,315 | $947K |
| Werba Rubin Papier Wealth Management | 0.13% | Add +1.0% | 13,300 | $946K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.2% | 13,100 | $932K |
| Northwest Wealth Advisors, LLC | 0.64% | Reduce -2.1% | 12,637 | $899K |
| Archford Capital Strategies, LLC | 0.10% | Add +36.5% | 12,540 | $892K |
| Abacus Wealth Partners, LLC | 0.08% | Add +48.9% | 12,529 | $891K |
| Red Lighthouse Investment Management, LLC | 0.30% | No change | 12,521 | $891K |
| Renaissance Technologies | 0.00% | New | 12,400 | $882K |
| South Plains Financial, Inc. | 0.51% | Add +1.9% | 12,363 | $879K |
| Eq Wealth Advisors, LLC | 0.51% | Add +107.2% | 12,167 | $865K |
| Fiduciary Alliance LLC | 0.05% | New | 11,475 | $864K |
| IFG Advisors, LLC | 0.14% | Add +0.1% | 12,106 | $861K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +3.5% | 12,035 | $856K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -14.4% | 11,958 | $851K |
| Cladis Investment Advisory, LLC | 0.47% | Add +18.0% | 11,954 | $850K |
| Websterrogers Financial Advisors, LLC | 0.24% | Reduce -1.4% | 11,815 | $840K |
| Cypress Financial Planning LLC | 0.23% | Reduce -2.9% | 11,664 | $830K |
| Cambridge Capital Management, LLC | 0.36% | Add +0.2% | 11,593 | $825K |
| Chokshi & Queen Wealth Advisors, Inc | 0.44% | No change | 11,488 | $817K |
| Compound Planning, Inc. | 0.02% | Add +15.5% | 11,277 | $802K |
| Cresset Asset Management, LLC | 0.00% | Add +4.8% | 11,259 | $801K |
| Asset Advisory Group, Inc. | 0.40% | Add +51.5% | 11,241 | $800K |
| Essex Financial Services, Inc. | 0.04% | Add +9.1% | 11,118 | $791K |
| Weaver Consulting Group | 0.19% | Add +23.9% | 11,106 | $790K |
| 25 LLC | 0.24% | Add +0.2% | 11,096 | $789K |
| Porter White Investment Advisors, Inc. | 0.31% | No change | 11,054 | $786K |
| Balefire, LLC | 0.15% | New | 10,995 | $782K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -35.7% | 10,964 | $780K |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 10,847 | $772K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -8.1% | 10,826 | $770K |
| Wingate Wealth Advisors, Inc. | 0.41% | Add +0.2% | 10,751 | $765K |
| Selective Wealth Management, Inc. | 0.23% | New | 10,061 | $764K |
| Leavell Investment Management, Inc. | 0.03% | New | 10,663 | $758K |
| Lynch & Associates | 0.14% | Add +31.4% | 10,608 | $755K |
| HM Payson & Co. | 0.01% | Reduce -4.0% | 10,425 | $742K |
| Ocean Park Asset Management, LLC | 0.04% | New | 10,400 | $740K |
| Lido Advisors, LLC | 0.00% | Reduce -11.2% | 10,364 | $737K |
| Keating Financial Advisory Services, Inc. | 0.12% | No change | 10,251 | $729K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +9.8% | 10,171 | $723K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -7.5% | 10,104 | $719K |
| SageView Advisory Group, LLC | 0.03% | Add +245.1% | 10,048 | $715K |
| First American Trust, FSB | 0.05% | Add +0.2% | 10,029 | $713K |
| BCO Wealth Management LLC | 0.43% | Reduce -12.6% | 10,023 | $713K |
| Parkside Financial Bank & Trust | 0.05% | Add +15.6% | 9,893 | $704K |
| SJS Investment Consulting Inc. | 0.09% | No change | 9,825 | $699K |
| Resolute Wealth Advisor, Inc. | 0.39% | — | 9,741 | $693K |
| StrongBox Wealth, LLC | 0.22% | Reduce -33.0% | 9,687 | $689K |
| First County Bank | 0.37% | Add +0.6% | 9,630 | $685K |
| Seamount Financial Group Inc. | 0.31% | Add +7.8% | 9,620 | $684K |
| Graver Capital Management, LLC | 0.52% | Reduce -4.1% | 9,613 | $684K |
| GWN Securities Inc. | 0.13% | Add +1.5% | 9,557 | $680K |
| Diversified Portfolios, Inc. | 0.06% | No change | 9,531 | $678K |
| CRA Financial Services, LLC | 0.09% | No change | 9,437 | $671K |
| Lynx Investment Advisory | 0.32% | Add +127.4% | 9,388 | $668K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 9,313 | $662K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -12.2% | 9,312 | $662K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 9,278 | $660K |
| Gateway Wealth Partners, LLC | 0.03% | Add +86.9% | 9,258 | $658K |
| HB Wealth Management, LLC | 0.00% | Add +56.1% | 9,162 | $652K |
| Planwiser Financial, LLC | 0.47% | Reduce -0.5% | 8,640 | $650K |
| M.E. Allison & Co., Inc. | 0.43% | No change | 9,095 | $647K |
| KM Capital Management Ltd. | 0.43% | Add +0.1% | 8,432 | $645K |
| VestGen Advisors, LLC | 0.02% | New | 8,392 | $645K |
| Evoke Wealth, LLC | 0.01% | No change | 8,952 | $637K |
| Keybank National Association | 0.00% | No change | 8,943 | $636K |
| Apollon Wealth Management, LLC | 0.01% | No change | 8,939 | $636K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.3% | 8,933 | $635K |
| Measured Wealth Private Client Group, LLC | 0.17% | Reduce -5.3% | 8,926 | $635K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -21.4% | 8,771 | $633K |
| Peavine Capital, LLC | 0.14% | No change | 8,891 | $632K |
| Watershed Private Wealth LLC | 0.20% | Reduce -1.4% | 8,878 | $631K |
| Mullaney, Keating & Wright, Inc. | 0.34% | No change | 8,877 | $631K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 8,813 | $627K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 8,799 | $626K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.2% | 8,761 | $623K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,670 | $617K |
| Wedmont Private Capital | 0.02% | New | 8,260 | $613K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -5.0% | 8,435 | $600K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | No change | 8,404 | $598K |
| Simplicity Wealth,LLC | 0.03% | Reduce -13.2% | 8,364 | $595K |
| Forteris Wealth Management Inc. | 0.57% | Reduce -0.1% | 8,342 | $593K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.5% | 8,242 | $586K |
| Prospect Financial Group LLC | 0.53% | Reduce -57.6% | 8,108 | $577K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -26.6% | 8,046 | $572K |
| Opulen Financial Group LLC | 0.40% | Add +51.5% | 8,028 | $571K |
| Colonial Trust Co / SC | 0.08% | No change | 8,020 | $570K |
| Sincerus Advisory, LLC | 0.43% | Reduce -4.6% | 7,974 | $567K |
| Sensenig Capital Advisors, Inc | 0.58% | No change | 7,966 | $567K |
| Financial Symmetry Inc | 0.20% | Reduce -14.3% | 7,309 | $565K |
| Advyzon Investment Management, LLC | 0.05% | Add +16.3% | 7,858 | $559K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | Reduce -0.1% | 7,706 | $548K |
| Waverly Advisors, LLC | 0.00% | Add +6.7% | 7,663 | $545K |
| S.A. Mason LLC | 0.20% | Add +1.2% | 7,545 | $537K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.1% | 7,419 | $528K |
| Winebrenner Capital Management LLC | 0.34% | Add +0.8% | 7,365 | $524K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.0% | 7,355 | $523K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -95.8% | 7,210 | $513K |
| 1015 Capital Partners, LLC | 0.50% | Add +1.7% | 7,204 | $512K |
| K2 Financial Inc. | 0.36% | Add +0.3% | 6,508 | $501K |
| Capital Management Associates, Inc | 0.11% | Reduce -5.8% | 6,947 | $494K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +0.3% | 6,944 | $494K |
| Prism Planning Partners LLC | 0.58% | Reduce -5.7% | 6,875 | $489K |
| Sovereign Investment Advisors, LLC | 0.10% | Add +23.7% | 6,862 | $488K |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.9% | 6,827 | $486K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 6,825 | $485K |
| MPWM Advisory Solutions, LLC | 0.26% | Add +1.1% | 6,818 | $485K |
| Stegent Equity Advisors, Inc. | 0.41% | No change | 6,779 | $482K |
| Vigil Wealth Management, LLC | 0.39% | Add +0.0% | 6,766 | $481K |
| CENTRAL TRUST Co | 0.01% | Add +4.1% | 6,752 | $480K |
| Stone Summit Wealth LLC | 0.13% | No change | 6,737 | $479K |
| Vistica Wealth Advisors, LLC | 0.47% | No change | 6,677 | $475K |
| Bill Few Associates, Inc. | 0.11% | No change | 6,573 | $468K |
| Approach Retirement Advisors, LLC | 0.39% | Add +0.1% | 6,562 | $467K |
| Cross Staff Investments Inc | 0.23% | No change | 6,500 | $462K |
| Diversified Trust Co. | 0.01% | No change | 6,457 | $459K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,410 | $456K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 6,393 | $455K |
| Private Trust Co. NA | 0.04% | No change | 6,343 | $451K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 6,343 | $451K |
| Boyce & Associates Wealth Consulting, Inc. | 0.34% | Reduce -1.4% | 6,285 | $447K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -91.7% | 5,943 | $444K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -1.1% | 6,233 | $443K |
| MBE Wealth Management, LLC | 0.18% | Add +0.2% | 6,231 | $443K |
| Amarillo National Bank | 0.08% | No change | 6,076 | $432K |
| MBM Wealth Consultants, LLC | 0.10% | No change | 6,065 | $431K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -2.3% | 6,052 | $430K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +15.5% | 6,018 | $428K |
| Coston, McIsaac & Partners | 0.10% | Add +2.4% | 5,975 | $425K |
| Bfsg, LLC | 0.04% | Add +0.4% | 5,971 | $425K |
| McIlrath & Eck, LLC | 0.03% | Add +145.6% | 5,963 | $424K |
| Smithfield Trust Co | 0.02% | No change | 5,955 | $424K |
| UMB Bank, n.a. | 0.01% | Add +39.4% | 5,949 | $423K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -53.3% | 6,037 | $418K |
| BDFS Capital LLC | 0.20% | Reduce -1.1% | 5,835 | $415K |
| Brighton Jones LLC | 0.01% | New | 5,828 | $415K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -2.2% | 5,815 | $414K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $413K |
| Shore Point Advisors, LLC | 0.16% | Add +49.9% | 5,810 | $413K |
| Hanover Advisors Inc. | 0.17% | Add +3.9% | 5,807 | $413K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $410K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -6.2% | 5,761 | $410K |
| Nwam LLC | 0.02% | New | 5,750 | $409K |
| Principal Securities, Inc. | 0.01% | Reduce -0.9% | 5,738 | $408K |
| Versant Capital Management, Inc | 0.04% | No change | 5,704 | $406K |
| Cornerstone Advisory, LLC | 0.04% | Add +21.0% | 5,628 | $400K |
| Fifth Third Securities, Inc. | 0.03% | New | 5,627 | $400K |
| Accredited Investor Services, LLC | 0.25% | No change | 5,555 | $395K |
| W1M Asset Management Ltd | 0.00% | No change | 5,467 | $389K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 5,375 | $382K |
| Angeles Wealth Management, LLC | 0.02% | Add +5495.8% | 5,372 | $382K |
| Ascent Group, LLC | 0.01% | No change | 5,345 | $380K |
| Parallel Advisors, LLC | 0.01% | No change | 5,339 | $380K |
| Independent Advisor Alliance | 0.00% | New | 5,323 | $379K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,302 | $377K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +3.7% | 5,288 | $376K |
| Mustard Seed Financial, LLC | 0.22% | Reduce -0.5% | 5,261 | $374K |
| Legacy Advisors, LLC | 0.04% | No change | 5,138 | $365K |
| Painted Porch Advisors LLC | 0.17% | New | 5,121 | $364K |
| Independent Financial Group, LLC | 0.01% | Add +10.9% | 5,120 | $364K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,065 | $360K |
| Walleye Partners, LLC | 0.44% | Add +22.4% | 5,061 | $360K |
| Financial Security Advisor, Inc. | 0.07% | Add +0.2% | 5,057 | $360K |
| Atlas Wealth LLC | 0.14% | No change | 5,036 | $358K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $355K |
| Milestone Asset Management Group, LLC | 0.21% | Add +0.1% | 4,972 | $354K |
| Tranquility Partners, LLC | 0.13% | Add +1.4% | 4,921 | $350K |
| Huntington National Bank | 0.00% | New | 4,916 | $350K |
| Ethic Inc. | 0.01% | New | 4,901 | $349K |
| Disciplined Investments, LLC | 0.12% | No change | 4,890 | $348K |
| Novak & Powell Financial Services, Inc. | 0.19% | New | 4,880 | $347K |
| Fiduciary Financial Advisors | 0.31% | — | 4,860 | $346K |
| Signature Wealth Management Group | 0.13% | Reduce -0.1% | 4,846 | $345K |
| Stephens Inc. | 0.00% | New | 4,833 | $344K |
| Meritas Wealth Management, LLC | 0.15% | No change | 4,814 | $342K |
| Arbor Wealth Advisors LLC | 0.24% | No change | 4,765 | $339K |
| Claris Financial LLC | 0.18% | New | 4,751 | $338K |
| Avant Financial Advisors LLC | 0.24% | No change | 4,704 | $335K |
| Francis Financial, Inc. | 0.06% | Reduce -6.9% | 4,665 | $332K |
| Oder Investment Management, LLC | 0.25% | Add +23.6% | 4,664 | $332K |
| Argent Trust Co | 0.01% | Add +0.6% | 4,592 | $327K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,583 | $326K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 4,548 | $324K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $317K |
| Abacus Planning Group, Inc. | 0.04% | New | 4,440 | $316K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,434 | $315K |
| Norden Group LLC | 0.03% | Add +0.1% | 4,425 | $315K |
| Richards, Merrill & Peterson, Inc. | 0.12% | Add +0.0% | 4,424 | $315K |
| Global Trust Wealth Management LLC | 0.24% | Reduce -18.8% | 4,410 | $314K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.4% | 4,409 | $314K |
| Montis Financial, LLC | 0.06% | Reduce -7.7% | 4,370 | $311K |
| Prudent Man Investment Management, Inc. | 0.10% | No change | 4,444 | $310K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Reduce -6.1% | 4,335 | $308K |
| Silver Oak Advisory Group, Inc. | 0.13% | Add +6.7% | 4,305 | $306K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,270 | $304K |
| Hill Investment Group Partners, LLC | 0.03% | No change | 4,269 | $304K |
| Wick Capital Partners, LLC | 0.06% | No change | 4,246 | $302K |
| Valued Wealth Advisors LLC | 0.12% | No change | 4,188 | $298K |
| American Financial Advisors, LLC | 0.04% | Add +0.2% | 4,182 | $297K |
| Summit Asset Management, LLC | 0.04% | Reduce -3.1% | 4,170 | $297K |
| Zacks Investment Management | 0.00% | New | 4,157 | $296K |
| Old Peak Finance LLC | 0.17% | Add +0.1% | 4,121 | $293K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $292K |
| Infinity Wealth Counsel, LLC | 0.27% | Add +13.6% | 4,093 | $291K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.9% | 4,061 | $289K |
| Towneley Capital Management, Inc / DE | 0.06% | Add +0.2% | 4,052 | $288K |
| E-Wealth Partners, LLC | 0.23% | Add +23.6% | 4,021 | $286K |
| BOS Asset Management, LLC | 0.07% | Add +0.9% | 4,004 | $285K |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 3,996 | $284K |
| Ridgewood Investments LLC | 0.12% | — | 3,979 | $283K |
| Two West Capital Advisors LLC | 0.15% | Reduce -18.9% | 3,702 | $281K |
| Sigma Planning Corp | 0.01% | Reduce -40.4% | 3,920 | $279K |
| Smith & Howard Wealth Management, LLC | 0.06% | New | 3,903 | $278K |
| McCartney Wealth Management LLC | 0.23% | No change | 3,869 | $275K |
| Daytona Street Capital LLC | 0.21% | No change | 3,784 | $273K |
| Capital Investment Management, Inc. | 0.09% | Reduce -7.0% | 3,815 | $271K |
| Tolleson Wealth Management, Inc. | 0.04% | New | 3,813 | $271K |
| Poinciana Advisors Group, LLC | 0.21% | No change | 3,803 | $271K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,756 | $267K |
| North Capital, Inc. | 0.23% | Add +0.2% | 3,748 | $267K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +108.8% | 3,694 | $263K |
| Gutierrez Wealth Advisory, LLC | 0.16% | New | 3,663 | $261K |
| Quarry Hill Advisors, LLC | 0.11% | No change | 3,362 | $259K |
| Next Level Wealth Planning, LLC | 0.13% | Reduce -11.5% | 3,628 | $258K |
| 3 Factor Indexing, LLC | 0.24% | — | 3,602 | $256K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -2.4% | 3,600 | $256K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 3,567 | $254K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +0.3% | 3,562 | $253K |
| Bison Wealth, LLC | 0.02% | Add +0.1% | 3,311 | $253K |
| West Wealth Group, LLC | 0.05% | Add +18.3% | 3,516 | $250K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $250K |
| Aspirean Wealth, LLC | 0.27% | Add +0.2% | 3,486 | $248K |
| Trust Point Inc. | 0.02% | New | 3,472 | $247K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $247K |
| Range Advisory, LLC | 0.05% | Add +0.5% | 3,449 | $245K |
| Family Investment Center, Inc. | 0.05% | No change | 3,448 | $245K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $245K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $245K |
| Fortis Capital Advisors, LLC | 0.03% | No change | 3,436 | $244K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $244K |
| Busey Bank | 0.01% | Reduce -1.9% | 3,431 | $244K |
| Susquehanna International Group, LLP | 0.00% | New | 3,395 | $241K |
| Ameritas Advisory Services, LLC | 0.01% | Add +6.3% | 3,378 | $240K |
| Benningfield Financial Advisors, LLC | 0.19% | No change | 3,350 | $238K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 3,339 | $238K |
| RAM Investment Partners, LLC | 0.04% | Reduce -4.0% | 3,330 | $237K |
| Elevated Financial Group LLC | 0.08% | Reduce -11.6% | 3,305 | $235K |
| Synergy Investment Management, LLC | 0.08% | No change | 3,300 | $235K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -14.0% | 3,298 | $235K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,282 | $233K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,280 | $233K |
| Silver Coast Investments LLC | 0.07% | New | 3,269 | $233K |
| Opus Financial Solutions LLC | 0.22% | Reduce -0.8% | 3,232 | $230K |
| Operose Advisors LLC | 0.05% | Add +0.2% | 3,228 | $230K |
| Tred Avon Family Wealth, LLC | 0.08% | No change | 3,210 | $228K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +1.7% | 3,185 | $227K |
| Caldwell Trust Co | 0.02% | No change | 3,146 | $224K |
| MBL Wealth, LLC | 0.02% | No change | 3,139 | $223K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $223K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +1141.4% | 3,116 | $222K |
| Arista Wealth Management, LLC | 0.03% | No change | 3,109 | $221K |
| Eldridge Investment Advisors, Inc. | 0.05% | New | 3,094 | $220K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 3,075 | $219K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $218K |
| Oak Wealth Advisors LLC | 0.12% | Reduce -3.8% | 3,066 | $218K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +0.1% | 3,062 | $218K |
| Oath Planning, LLC | 0.19% | Add +0.2% | 3,062 | $218K |
| Disciplined Investors, L.L.C. | 0.13% | Add +0.1% | 3,060 | $218K |
| Brooklyn Investment Group | 0.01% | No change | 3,043 | $216K |
| Ares Financial Consulting, LLC | 0.17% | Add +0.2% | 3,014 | $216K |
| Annandale Capital, LLC | 0.04% | Add +3.7% | 3,004 | $214K |
| Lantz Financial LLC | 0.04% | No change | 3,004 | $214K |
| Signaturefd, LLC | 0.00% | Add +4.2% | 3,001 | $213K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -22.8% | 2,986 | $212K |
| Kathmere Capital Management, LLC | 0.01% | No change | 2,978 | $212K |
| FinDec Wealth Services, Inc. | 0.26% | Reduce -0.7% | 2,964 | $211K |
| Retirement Planning Group, LLC | 0.01% | New | 2,958 | $210K |
| Assetmark, Inc. | 0.00% | Add +51.3% | 2,952 | $210K |
| Ellenbecker Investment Group | 0.03% | Reduce -20.4% | 2,932 | $209K |
| Robinswood Financial LLC | 0.07% | Add +0.1% | 2,925 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.4% | 2,923 | $208K |
| Madrona Financial Services, LLC | 0.05% | No change | 2,899 | $206K |
| Silverlake Wealth Management LLC | 0.04% | Reduce -27.3% | 2,894 | $206K |
| Marino, Stram & Associates LLC | 0.04% | New | 2,886 | $205K |
| Inspire Advisors, LLC | 0.02% | New | 2,870 | $204K |
| Private Management Group Inc. | 0.01% | Reduce -16.7% | 2,870 | $204K |
| WealthSpring Partners, LLC | 0.19% | New | 2,866 | $204K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $203K |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.3% | 2,833 | $202K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,820 | $201K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +492.5% | 2,767 | $197K |
| Kennebec Savings Bank | 0.18% | Reduce -1.6% | 2,744 | $195K |
| Red Tortoise LLC | 0.08% | No change | 2,689 | $191K |
| Lodestone Wealth Management LLC | 0.07% | Add +0.1% | 2,635 | $187K |
| Forum Finance Group S.A. | 0.10% | — | 3,101 | $179K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,361 | $168K |
| Newton One Investments LLC | 0.04% | Add +0.1% | 2,319 | $165K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 2,243 | $160K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -11.3% | 2,142 | $152K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $152K |
| Rialto Wealth Management, LLC | 0.03% | Add +128.0% | 2,052 | $146K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $131K |
| Align Financial, LLC | 0.07% | Reduce -98.6% | 1,759 | $125K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,720 | $122K |
| Aspect Partners, LLC | 0.05% | No change | 1,706 | $121K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,688 | $120K |
| True Wealth Design, LLC | 0.03% | Reduce -14.7% | 1,649 | $117K |
| CVA Family Office, LLC | 0.01% | Reduce -9.2% | 1,587 | $113K |
| Fairman Group, LLC | 0.10% | Add +0.3% | 1,572 | $112K |
| Sawyer & Company, Inc | 0.04% | No change | 1,565 | $111K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $108K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,517 | $108K |
| Rachor Investment Advisory Services, LLC | 0.06% | Add +670.0% | 1,486 | $106K |
| Bokf, NA | 0.00% | Reduce -44.5% | 1,483 | $105K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.1% | 1,480 | $105K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,429 | $102K |
| Park National Corp. | 0.00% | New | 1,419 | $101K |
| Prosperity Bancshares Inc | 0.07% | No change | 1,285 | $91K |
| Trust Co | 0.01% | Add +44.9% | 1,204 | $86K |
| Abound Wealth Management | 0.02% | Add +11.8% | 1,185 | $84K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 1,136 | $81K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.2% | 1,114 | $79K |
| Hilltop National Bank | 0.02% | No change | 1,109 | $79K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,100 | $78K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $76K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,021 | $73K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -8.1% | 1,017 | $72K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,000 | $71K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -13.6% | 950 | $68K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $65K |
| Lanark Financial, Inc. | 0.00% | No change | 913 | $65K |
| Basepoint Wealth LLC | 0.04% | New | 903 | $64K |
| Horizon Financial Services, LLC | 0.03% | New | 890 | $63K |
| Nalls Sherbakoff Group, LLC | 0.05% | Reduce -9.6% | 866 | $62K |
| Dunhill Financial, LLC | 0.01% | Reduce -5.2% | 862 | $61K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $61K |
| Clark Wealth Partners | 0.04% | No change | 842 | $60K |
| Urban Financial Advisory Corp | 0.02% | No change | 839 | $60K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 780 | $56K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 778 | $55K |
| First Community Trust NA | 0.04% | No change | 750 | $53K |
| CoreCap Advisors, LLC | 0.00% | No change | 746 | $53K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $52K |
| Golden State Wealth Management, LLC | 0.01% | No change | 735 | $52K |
| Rothschild Investment LLC | 0.00% | Add +24.6% | 734 | $52K |
| Hantz Financial Services, Inc. | 0.00% | No change | 728 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 718 | $51K |
| Godfrey Financial Associates, Inc. | 0.04% | Reduce -48.2% | 714 | $51K |
| Grove Bank & Trust | 0.01% | Add +50.5% | 700 | $50K |
| BankChampaign, National Association | 0.05% | Reduce -86.5% | 683 | $49K |
| Chilton Capital Management LLC | 0.00% | No change | 675 | $48K |
| Quadrant Capital Group LLC | 0.00% | New | 657 | $47K |
| Peterson Wealth Management | 0.03% | New | 641 | $46K |
| Quent Capital, LLC | 0.00% | Reduce -0.8% | 614 | $44K |
| Private Wealth Management Group, LLC | 0.01% | No change | 605 | $43K |
| Walsh & Associates, LLC | 0.04% | No change | 600 | $43K |
| First United Bank & Trust | 0.01% | No change | 585 | $42K |
| Salem Investment Counselors Inc. | 0.00% | New | 537 | $38K |
| IFG Advisory, LLC | 0.10% | Reduce -97.1% | 500 | $36K |
| Conquis Financial LLC | 0.03% | No change | 438 | $34K |
| Vanguard Advisers Inc. | 0.00% | — | 466 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +22.1% | 415 | $30K |
| Ascentis Independent Advisors | 0.00% | New | 387 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 383 | $27K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 377 | $27K |
| City State Bank | 0.01% | Add +36.4% | 375 | $27K |
| Hughes Financial Services, LLC | 0.00% | No change | 372 | $26K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 370 | $26K |
| SouthState Bank Corp | 0.00% | Reduce -46.4% | 357 | $25K |
| Howe & Rusling Inc. | 0.00% | No change | 353 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $25K |
| Creative Capital Management Investments LLC | 0.01% | No change | 343 | $24K |
| Abound Financial, LLC | 0.01% | No change | 312 | $22K |
| Pittenger & Anderson Inc. | 0.00% | No change | 312 | $22K |
| Wall Street Financial Group, Inc. | 0.01% | New | 310 | $22K |
| Bessemer Group Inc. | 0.00% | Add +137.5% | 304 | $22K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 309 | $22K |
| Transce3nd, LLC | 0.19% | No change | 296 | $21K |
| SHP Wealth Management | 0.00% | No change | 290 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 254 | $20K |
| United Community Bank | 0.01% | No change | 270 | $19K |
| Highline Wealth Partners LLC | 0.00% | Add +165.3% | 268 | $19K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 255 | $18K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | Add +54.4% | 227 | $16K |
| Westside Investment Management, Inc. | 0.00% | Add +106.2% | 200 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $14K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 165 | $12K |
| Kings Path Partners LLC | 0.00% | Reduce -0.7% | 148 | $11K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 126 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 118 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -91.7% | 113 | $8K |
| First Horizon Corp. | 0.00% | No change | 103 | $7K |
| Truvestments Capital LLC | 0.00% | Add +1.2% | 87 | $6K |
| Citigroup Inc. | 0.00% | New | 67 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Bangor Savings Bank | 0.00% | No change | 40 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +250.0% | 35 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +111.1% | 19 | $1K |
| Archer Investment Corp | 0.00% | No change | 15 | $1K |
"% 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.